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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• YouTube

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:

• Facebook
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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.

The following guest sits down with host Justin White:

• Anthony Lee – CEO and Founder, Veterans Alliance Home Loans


Showing up For the Military Veteran Community Requires a Keen Understanding of the VA Loan

From the military to marathons to mortgages, Anthony Lee knows what it takes to get across the finish line. He’s now using that same approach to lift the veteran community. How can mortgage loan originators help more veteran borrowers while shifting the narrative on VA loans? Listen to Episode #126 of the Good. Better. Broker. podcast to find out how Anthony is creating more opportunities for LOs, military veterans, and their families.

In this episode of the Good. Better. Broker. podcast, you’ll learn how to help veterans navigate the VA loan process.


In this episode, we discuss ...

• 1:55 – how being an endurance athlete helps with doing mortgages
• 3:49 – Anthony running 6 marathons in one year
• 5:40 – Anthony’s history in the mortgage industry
• 6:46 – how Anthony got a $4.1m listing on his first deal in real estate
• 9:16 – how military experience translates to mortgages
• 10:46 – why veteran LOs are uniquely positioned to serve veteran borrowers
• 12:09 – what non-veteran LOs don’t understand about serving military veterans
• 13:59 – The launch of Veterans Alliance Home Loans
• 15:41 – what Anthony asks listing agents about VA loans
• 17:38 – why Anthony can overcome any objection
• 19:47 – similarities between coaching athletes and LOs


Show Contributor:

Anthony Lee
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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.

The following guest sits down with host Justin White:

• Justin Kelly – President and CEO, CPF Mortgage


Why an Assembly Line Loan Process Helps Borrowers, Agents, and Staff Members

On the surface, delivering the same loan experience every time may not seem like a huge deal. But when you consider what a repeatable process has done for Justin Kelly’s company, you’ll understand why it’s important. How can mortgage brokers build a loan process that runs like a well-oiled machine? Listen to Episode #125 of the Good. Better. Broker. podcast to find out how Justin did it and how he’s teaching his referral partners to do the same thing.

In this episode of the Good. Better. Broker. podcast, you’ll learn how a mortgage broker built his brand and business with a repeatable, scalable loan process.


In this episode, we discuss ...

• 1:46 – starting in the mortgage business before graduating from high school
• 3:03 – what Justin loves about the industry
• 3:24 – the significance of the name CPF Mortgage
• 4:35 – establishing a good reputation in the community
• 5:36 – the impact of the loan process on the company brand
• 7:16 – how Justin’s early days in the business led to the need for a repeatable process
• 8:50 – Justin’s assembly line approach to the loan process
• 9:58 – the importance of brand predictability
• 12:20 – the benefits of an assembly line process for Justin’s team
• 13:04 – coaching real estate agents to help improve their processes
• 13:49 – providing referral partners with relevant educational materials
• 15:18 – how Justin’s loan process has helped with company culture


Show Contributor:

Justin Kelly
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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.

The following guests sit down with host Justin White:

• Allison Thenhaus – C2 Financial
• Mahb Rahman – Safetrust Mortgage
• Dakota Baisa – Powell Home Mortgage
• Jessica Benge – Benge Mortgage
• Lamont Harris – Harris Capital Mortgage


UWM Live! Attendees Join us to Discuss How They’re Generating Business

For the fifth year in a row, thousands of independent mortgage brokers gathered in Pontiac, Michigan for the biggest broker event of the year, UWM LIVE! In part 1 of this special episode, we catch up with mortgage professionals from around the country to find out how they’re leveraging technology, social media and more to bring in business.

In this episode of the Good. Better. Broker. podcast, you’ll hear interviews from the fifth annual UWM LIVE!


In this episode, we discuss ...

• 1:05 – interview with Allison Thenhaus
• 9:36 – interview with Mahb Rahman
• 19:28 – interview with Dakota Baisa
• 31:34 – interview with Jessica Benge
• 42:29 – interview with Lamont Harris


Resources Mentioned in This Episode:

Arive
The Gap and the Gain


Show Contributors:

Allison Thenhaus
LinkedIn
Facebook
Instagram

Mahb Rahman
LinkedIn
Facebook
Instagram

Dakota Baisa
LinkedIn
Facebook
Instagram

Jessica Benge
LinkedIn
Facebook
Instagram

Lamont Harris
LinkedIn
Facebook
Instagram


Justin White is UWM’s in-house brand journalist and the host of the daily news video, Inside Pass. 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.

The following guest sits down with host Justin White:

• Lucas Vanderbosch – Mortgage Broker, Mitten Mortgage Lending


A Young LO’s Approach to Fully Educating Clients is Helping his Business Take Off

Mortgage brokers only get one chance to make a first impression. By educating clients on what they can truly afford, LO’s set themselves up to not get shopped. How can mortgage brokers win more deals and put their borrowers in the best financial situation? Listen to Episode #122 of the Good. Better. Broker. podcast to find out how an LO 5X’d his business with a pre-approval strategy tailored to every borrower’s individual situation.

In this episode of the Good. Better. Broker. podcast, you’ll learn how to win over more borrowers by explaining all the details of their mortgage up front.


In this episode, we discuss ...

• 1:30 – How Lucas figured out he had a knack for great customer service
• 2:38 – prioritizing relationship building instead of selling
• 4:23 – the opportunity Lucas saw to set himself apart
• 8:46 – explaining tax reassessments to borrowers
• 10:57 – the spreadsheet Lucas puts in front of his borrowers and real estate agents
• 14:18 – why Lucas gives borrowers as much information as possible up front
• 16:29 – what Lucas does before a client’s first payment is due
• 19:17 – tailoring every pre-approval call to each borrower’s situation
• 21:40 – the impact of Lucas’ pre-approval process on his business growth


Show Contributor:

Lucas Vanderbosch
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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.