The following guest sits down with host Justin White:

• Kristin O’Neil – Sr. Loan Officer, Open Door Lending

With Easy Access to Information, Borrowers Need Mortgage Brokers More Than Ever

With endless information at their fingertips, borrowers can learn about mortgages before they even talk with a loan originator. What does that mean for mortgage brokers, especially as more people turn to AI for advice? Listen to Episode #128 of Good. Better. Broker. as we sit down with a mortgage broker who cuts through the digital noise to help her clients make the best decisions for their short- and long-term goals.

In this episode of the Good. Better. Broker. podcast, you’ll learn how to advise borrowers who use AI to learn about mortgages.

In this episode, we discuss ...

• 1:51 – prioritizing clients’ long-term goals
• 5:20 – helping clients navigate the emotions of the mortgage process
• 6:59 – educating clients without overwhelming them
• 9:11 – how to assess clients’ goals
• 11:03 – keeping rate conversations positive
• 13:29 – helping borrowers who aren’t ready to buy
• 16:27 – why Kristin doesn’t hard-sell clients
• 17:59 – helping self-employed borrowers

Show Contributor:

Kristin O’Neil
Connect on LinkedIn
Connect on Facebook
Connect on Instagram

About the Host:

Justin White is UWM’s in-house brand journalist and the host of UWM Daily. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.

Connect with Justin on LinkedIn, Instagram or Twitter

Connect with UWM on Social Media:

• Facebook
• LinkedIn
• Instagram
• Twitter
• YouTube

Head to uwm.com to see the latest news and updates.