The following guest sits down with host Justin White:

• Adrian Webb - Sr. Loan Officer, Milestone Mortgage Solutions


How to Leverage Your Time and Build Your Business Through Strong Connections

Adrian Webb is one of the top mortgage loan originators in the country. Even though his loan volume has increased over the years, his sales activities have stayed the same. Why do mortgage brokers have to stay connected to their referral sources regardless of how much business they’re doing? Tune into episode #99 of Good. Better. Broker. to find out how Adrian maximizes his schedule and holds himself accountable.
In this episode of the Good. Better. Broker. podcast, you’ll learn how to leverage your time to build new relationships and further existing ones.


In this episode, we discuss ...

• 1:30 – Adrian’s approach to relationship management
• 3:06 – why Adrian’s activity level never changes
• 4:41 – how Adrian measures his activity
• 6:03 – interacting with clients in person vs. virtually
• 6:48 – the importance of working on the weekend
• 7:52 – making sure people know what you do
• 10:12 – lunch meetings vs. open houses
• 12:51 – using metrics to define success
• 14:20 – Adrian’s definition of a perfect week
• 15:44 – how to not be overly salesy to agents
• 17:43 – getting people in the community to think of you for their home loan


Resources mentioned in this episode:

Real Producers Magazine


Show Contributors:

Adrian Webb
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 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 guests sit down with host Justin White:

• Nancy Aguirre - Your Better Mortgage
• Shane Ouimet - Better Rate Mortgage
• Linus Thalman - Golden Mortgage
• Fannie Mae West - Optist, Inc.
• Nathanael Perez - LEN Financial Services
• Frank Coto - Lincoln Lending Group


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

For the fourth year in a row, thousands of independent mortgage brokers gathered in Michigan for the biggest mortgage event of the year, UWM LIVE! In part 2 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 fourth annual UWM LIVE! event in Michigan.


In this episode, we discuss ...

• 0:35 – interview with Nancy Aguirre
• 8:05 – interview with Shane Ouimet
• 19:36 – interview with Linus Thalman
• 31:34 – interview with Fannie Mae West
• 41:53 – interview with Nathanael Perez
• 49:46 – interview with Frank Coto


Show Contributors:

Nancy Aguirre
LinkedIn, Instagram, Facebook

Shane Ouimet
LinkedIn, Instagram, Facebook

Linus Thalman
LinkedIn, Instagram , Facebook

Fannie Mae West
LinkedIn, Instagram, Facebook

Nathanael Perez
LinkedIn, Instagram, Facebook

Frank Coto
LinkedIn, Instagram, Facebook

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.

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:

• Jim Clarke – Equity Lending Group Powered by Lending Heights
• Dustin Owen – The LO Podcast
• Eric Vaca – Finest City Homes & Loans
• Nichole Abraham and Candace Swanson – Home Team Mortgage
• Carlos Scarpero – Edge Home Finance


UWM LIVE! Attendees Join Us to Talk About How They’re Generating Business

For the 4th year in a row, thousands of independent mortgage brokers gathered in Michigan for the biggest mortgage 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 fourth annual UWM LIVE! event in Michigan.


In this episode, we discuss ...

• 0:33 – Jim Clarke interview
• 8:23 – Dustin Owen interview
• 19:52 – Eric Vaca interview
• 29:20 – Nichole Abraham and Candace Swanson interview
• 45:40 – Carlos Scarpero interview


Show Contributors:

Dustin Owen
LinkedIn, Instagram or Facebook

Eric Vaca
LinkedIn, Instagram or Facebook

Nichole Abraham
LinkedIn, Instagram or Facebook

Candace Swanson
LinkedIn, Instagram or Facebook

Carlos Scarpero
LinkedIn, Instagram or Facebook

Jim Clarke
LinkedIn, Instagram or Facebook


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.

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:

• Brandon Brotsky – Co-founder and Co-owner, Reach Home Loans


Commit to Creating Content to Grow Your Brand and Your Business

There’s no better way to get in front of clients and referral partners than by making sure they see you as often as possible. Why should mortgage loan originators commit to creating video content? Listen to Episode #96 of Good. Better. Broker. to find strategies for creating videos that will turn you into someone who borrowers and real estate agents want to work with.

In this episode of the Good. Better. Broker. podcast, you’ll learn how to enhance your brand through a consistent commitment to content creation.


In this episode, we discuss ...

• 1:32 – How Brandon’s brand helps differentiate him from others
• 2:48 – The decision to focus on video content for social media
• 5:12 – How Brandon got comfortable in front of the camera
• 6:20 – How Brandon generates ideas for his videos
• 8:20 – How AI influences Brandon’s content
• 9:46 – Repurposing content ideas
• 11:00 – Ways Brandon hooks his audience
• 12:15 – Brandon’s best-performing video concept
• 13:57 – How to balance originating vs. creating content
• 17:36 – Long-term content
• 20:24 – How social media content helps Brandon help his agents
• 22:18 – Brandon’s future plans for content


Show Contributors:

Brandon Brotsky
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 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:

• Craig Snell – VP of Sales, Milestone Mortgage Solutions


Using an Education-Based Approach to Build Loyalty With Borrowers and Agents

Spending 45 minutes to an hour on an initial client call is a commitment, but if done properly, the return can be well worth the time. Why should mortgage brokers take an education-based approach with clients and referral partners? Listen to Episode #95 of Good. Better. Broker. to find out how the top-brokered LO in Massachusetts has won over borrowers and referral partners by advising instead of selling.

In this episode of the Good. Better. Broker. podcast, you’ll learn why taking the time to educate clients is a surefire way to not lose deals.


In this episode, we discuss ...

• 1:32 – why education became Craig’s strategy
• 3:14 – why Craig tells clients how he gets paid
• 4:10 – how Craig avoids sounding like a salesperson
• 5:34 – how Craig educates clients without overwhelming them
• 7:27 – asking questions and explaining why you’re asking them
• 9:31 – telling clients about all their options and the best option
• 10:29 – how to stop problems before they pop up
• 11:29 – the impact of spending more time with clients on a first call
• 15:26 – how relationships have helped Craig’s production
• 17:51 – how Craig’s experience as a firefighter and paramedic helps him now


Show Contributors:

Craig Snell
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 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 guests sit down with host Justin White:

• Jalen Scott – Mortgage Broker, Belong Lending
• Grace Mulcahy – Realtor®, @Properties


Teaming Up With a Real Estate Agent to Become Top of Funnel With Clients

Instead of asking a real estate agent for referrals, imagine going to initial client meetings with them. How can mortgage loan originators partner with agents to build stronger relationships with borrowers and do more loans? Listen to Episode #94 of Good. Better. Broker. as we sit down with a mortgage broker and a Realtor® to find out how they complement each other and why they present themselves as a package deal.

In this episode of the Good. Better. Broker. podcast, you’ll learn how to win over real estate agents and get more face time with borrowers.


In this episode, we discuss ...

• 1:51 – the partnership between Jalen and Grace
• 2:40 – what most lenders do when they approach Grace for business
• 4:43 – how Jalen determines which real estate agents he wants to work with
• 5:33 – what Grace looks for in her lending partners
• 6:33 – educating clients
• 7:34 – why Jalen and Grace started going to initial client meetings together
• 9:10 – the importance of synergy between a broker and an agent with client interactions
• 11:29 – how being a package deal helps Jalen and Grace work with more clients
• 13:47 – bringing ideas to agents to help them get more business
• 15:55 – why real estate agents prioritize availability from their lenders
• 17:35 – how Jalen came through for Grace on a weekend
• 19:00 – how Grace has helped Jalen become a better LO
• 21:15 – why an agent-broker partnership helps with beating other offers


Show Contributors:

Jalen Scott
Connect with Jalen on LinkedIn
Connect with Jalen on Facebook
Connect with Jalen on Instagram

Grace Mulcahy
Connect with Grace on Facebook
Connect with Grace on Instagram
Connect with Grace on TikTok


About the Host:

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:

• Keith Richardson – President, Coast 2 Coast Mortgage Lending


Loan Originators are Looking for Tech, Leads, and Retention Tools – but That’s Not All

As mortgage brokerages look to hire and retain talented loan originators, broker-owners are asking themselves an important question: what do LOs want from the company where they hang their license? Listen to episode #93 of Good. Better. Broker. as we sit down with the president of a mortgage company that closed over $1B in loan volume in 2024. He’ll explain how their support-focused approach has fueled production and retention.

In this episode of the Good. Better. Broker. podcast, you’ll find out why prioritizing LO support helps mortgage brokers keep talented loan originators.


In this episode, we discuss ...

• 1:41 – how Keith keeps talented loan originators
• 2:15 – how Keith’s experience outside mortgage helped shape his leadership style
• 2:47 – what Keith does to help his LOs solve the revenue riddle
• 3:23 – what Keith does to make sure his LOs feel taken care of
• 4:01 – the biggest needs of LOs in today’s mortgage landscape
• 4:46 – how Keith provides happiness through operations
• 5:50 – why a faster and easier process matters for LOs
• 6:29 – why Keith gets back to all of his LOs within an hour
• 7:21 – how Keith has come to have an empathetic approach
• 8:28 – supporting LOs while also holding people accountable
• 9:51 – why Keith tells recruits their best reference is current LOs at the company
• 10:35 – feedback from Keith’s LOs on why they stay with the company
• 11:47 – Keith’s advice for other brokers on keeping top talent


Show Contributors:

Keith Richardson
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 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:

• Haley McGovern – Loan Officer, CMS Mortgage Solutions


Every Borrower and Agent You Interact With Could Be the One That Changes Your Career

There’s no way to know when a major opportunity will present itself – but you can be ready for it. Haley McGovern was, and now she has referrals coming in and people marketing on her behalf. How can loan originators come through for clients and referral partners when they’re most in need? Listen to Episode 92 of Good. Better. Broker. to find out how Haley’s consistent approach to service helped her secure relationships that produce multiple referrals.

In this episode of the Good. Better. Broker. podcast, you’ll find out why every mortgage loan originator is one connection away from a career breakthrough.


In this episode, we discuss ...

• 1:36 – what Haley did to set herself up for a career breakthrough
• 2:26 – how Haley earned one of her biggest referral sources
• 3:53 – how Haley helps real estate agents
• 4:40 – how Haley earns referrals from agents
• 5:15 – real estate agents marketing for Haley
• 6:10 – what Haley does to impress listing agents
• 7:24 – how Haley’s office has contributed to her success
• 8:57 – the importance of real relationships with agents
• 10:09 – being patient when it comes to business referrals
• 12:08 – why Haley feels comfortable being more aggressive to get business
• 14:15 – how to be ready when a breakthrough opportunity arises


Show Contributors:

Haley McGovern
Connect on Facebook
Connect onInstagram


About the Host:

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.