The following guest sits down with host Justin White:

• Gilbert Bennett - Loan Originator, My Easy Mortgage


Consistently Making Outbound Phone Calls Opens the Door for Business Opportunities

Even when it seems like there isn’t a reason to call your past clients, you still need to make those calls. Why should mortgage loan originators set aside time every day for outbound calls? Listen to Episode #129 of Good. Better. Broker. as we sit down with a mortgage broker who is smiling and dialing his way to more leads and loans.

In this episode of the Good. Better. Broker. podcast, you’ll learn why it’s important to call clients even if they aren’t in the market for a mortgage.


In this episode, we discuss ...

• 1:22 – how Gilbert got into the mortgage business
• 7:10 – the importance of making outbound calls
• 9:16 – why phone calls make the loan process easier
• 10:54 – why stronger relationships are built through the phone
• 13:56 – the phone call that gets Gilbert 8-10 leads every month
• 16:47 – events Gilbert hosts to stay in touch with clients
• 20:29 – the benefits of staying connected with clients


Resources mentioned in this episode:
The Core Training


Show Contributor:

Gilbert Bennett
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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:

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

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
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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:

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• Instagram
• Twitter
• YouTube

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

The following guest sits down with host Justin White:

• Michelle Chretien – Branch Manager, Milestone Mortgage Solutions


Meeting Clients in Person Creates Stronger Relationships and More Business Opportunities

Whether it’s through text, video message or even social media, there have never been more ways for loan originators to communicate with borrowers. That said, face-to-face interactions are still incredibly effective. Why should LOs consider getting in front of more clients? Listen to Episode #127 of Good. Better. Broker. as we sit down with a 30+ year industry veteran who literally shows up for her clients all the time.

In this episode of the Good. Better. Broker. podcast, you’ll learn why in-person meetings bring in more business and referrals.


In this episode, we discuss ...

• 1:50 – Michelle’s 30+ years in the mortgage industry
• 2:22 – including clients in the loan process
• 3:45 – why Michelle meets with clients in person
• 4:50 – how Michelle makes the mortgage process fun
• 6:10 – Michelle’s presence in her community
• 7:45 – Michelle’s love for people
• 8:31 – why Michelle does pre-closing meetings with clients
• 10:56 – unique touchpoints with borrowers
• 13:04 – what happened when Michelle stepped back from originating
• 14:25 – the impact of going from retail lending to the broker channel
• 15:34 – what happened when Michelle had surgery


Show Contributor:

Michelle Chretien
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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.