Loans On Demand Podcast

Loans On Demand Podcast

From Facebook Ads to the latest/greatest CRM, I’m sharing everything a modern Loan Officer needs to thrive in the 21st century. I share everything I learn about Mortgage marketing - ad platforms, automated follow up, referral strategies, sales/conversion tips, team building strategies, and building the mindset of a champion so that you too can defy the odds and win. This show is for Loan Officers and mortgage brokers who understand that technology will either crush their business or transform it. We tell the stories of countless Loan Officers who have adapted and transformed their business models to dominate in this digital era.

Episodes

April 25, 2024 37 mins

Today, we're joined by Evan Wade. Evan is the President and CEO of Epoch Lending from Philadelphia, Pennsylvania, and is also the Founder of EpochOS, an all-in-one business management tool for mortgage brokers to automate accounting, finance, business intelligence, commission calculation, and more.

 

Evan is here to discuss: → Starting in banking at 19, becoming a Loan Officer, and transitioning to CEO and founding his own company....

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Today, we're joined by Jackie Dunlap. Jackie is the Broker Owner of Next Generation Home Loans from the Denver Metropolitan Area in Colorado, and is also the Owner of the process and origination training company, The Mortgage Calculator.

 

Jackie is here to discuss: → Learning how to create processes in your business, growing your business the right way, and tips to get around the pitfall of lots of Loan Officers, making an SOP (st...

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Today, we're joined by Alexa Faithful. Alexa is a Loan Officer at CMS Mortgage from Williamsburg, Virginia, and has been in the mortgage industry since 2015. Alexa is also the author of the 2020 book, "Alexa, Get Me a Mortgage", and has amassed a TikTok following of almost 14,000 from making mortgage content.

 

Alexa is here to discuss: → The evolution of her social media, how she makes her social media content, and how she leverag...

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Today, we're joined by Connor Bartley. Connor is a Senior Business Development Consultant at loanDepot from the Dallas-Fort Worth Metroplex in Texas, who's been recruiting professionals for almost 2 decades. Connor has built a big following on LinkedIn around bringing value and education to Loan Officers, and is also a 2-time pie eating contest winner.

 

Connor is here to discuss: → The strategy he's used to grow his LinkedIn profi...

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Today, we're joined by Tano Kapedani. Tano is the Founder, CEO, and Senior Mortgage Broker of EZ Fundings Home Loans from Rancho Cucamonga, California, who started in mortgages in 2003 after immigrating from Albania in 1998. A fluent speaker of 5 languages, he has personally assisted over 3,000 families in achieving homeownership, and has built his business being dedicated to providing exceptional service, ensuring clients are full...

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Today, we're joined by Brian Vieaux, CMB. Brian is the President and COO at FinLocker from Novi, Michigan, with over 28 years of executive experience in mortgage banking. Brian hosts his own podcast, "FinTech Friday", and co-hosts a second podcast with Kyle Draper, called "Mortgages and More". Brian and Kyle also co-authored a book called "Rethink Everything You Know About Being A "Next Gen" Loan Officer".

 

Brian is here to discus...

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Today, we're joined by Tyler Hodgson. Tyler is the EVP of Growth at UMortgage from Dallas-Fort Worth, Texas. A Marine Corps veteran, Tyler founded his own brokerage (NXT Mortgage) after funding only 12 loans. 

 

Tyler is here to discuss: → The impact being in the Marines has had on his life and building his business. → The significance of sales, marketing and relationship building in the mortgage industry. → And how Loan Officers c...

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Today, we're joined by Kayla Kallander, "The Mortgage Meteorologist". Kayla is the AVP Mortgage Advisor at First International Bank & Trust from West Fargo, North Dakota, who's also a Podcaster and Speaker. Kayla is an avid social media connector who also mentors & trains teams and individuals by helping amplify their brand presence through innovative social media strategies. 

 

Kayla is here to discuss: → The keys for some...

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Today, we're joined by Taylor Briggs, CDLP. Taylor is the Vice President of Peoples Mortgage Company from Virginia Beach, Virginia, who's been in the industry for over 10 years. Taylor has been featured in the Scotsman Guide and also was in the 2021 Top 100 People in Real Estate Magazine.

 

Taylor is here to discuss: → The importance of prospecting, time blocking, and social media. → How he grew a referral based business and cut hi...

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Today, we're joined by Sean Zalmanoff. Sean is the Founder and Chief Loan Officer of Better Rate Mortgage from St. Louis, Missouri, who's been in the industry for over 20 years. Sean is also a Founder and a Coach at Next Level Loan Officers, which helps Loan Officers take their business to new heights.

 

Sean is here to discuss: → How Next Level Loan Officers is helping LOs set themselves apart and grow their businesses. → The $5,0...

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Today, we're joined by Bryce Bradley. Bryce is the Co-Founder, President, & CEO of Rosegate Mortgage from Charlotte, North Carolina. Rosegate launched in 2020 with the focus on relationships with customers, and has quickly grown to have 25 Loan Officers.

 

Bryce is here to discuss: → The importance of the alignment call and finding what a client's 'hot button' issues are. → The best time for someone to buy a house and how to ha...

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Today, we're joined by Nate Fain. Nate is a Branch Manager and Loan Officer of Kind Lending from Pensacola, Florida, who's been in the mortgage industry since 2012. He has used social media to build his business all the way from Facebook to now surpassing over 240,000 followers on TikTok.

 

Nate is here to discuss: → His over decade long social media journey and tips for getting the most out of it. → The difference between posting ...

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Today, we're joined by Wally Elibiary. Wally is the Divisional President and Creator of Empower Lending from Plano, Texas. who's been in the business for over 25 years and his team does over $200 million a year in production. Wally is also the founder of the 24-7 Mindset Academy and author of the best-selling book, "24-7 Mindset", about how to make a business that pays you 24 hours a day, 7 days a week, while working a fraction of ...

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Today, we're joined by Brandon Love and Tom Moffat, both Mortgage Agents at Northshore Mortgage Group from Burlington, Ontario. Brandon and Tom also co-host 2 podcasts, The Invested Entrepreneur, which helps consumers achieve financial freedom, and Commission Breath, which provides tactical information for Loan Officers to scale their business.

 

Brandon and Tom are here to discuss a handful of strategies you can implement to get m...

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Today, we're joined by Brett Baird. Brett is a Producing Branch Manager at CrossCountry Mortgage, Inc. from Denver, Colorado, who's funded over $1 billion in loans and runs the largest bilingual (Spanish/English) mortgage team in the state.

 

Brett is here to discuss how he got into his mortgage niche and it's importance, how he dealt with losing a huge client in 2021, and tips for Loan Officers starting out today.

 

Brett Baird's ...

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Today, we're joined by Jamie Cavanaugh. Jamie is the President of Amerifund Home Loans, Inc., from the Los Angeles area, with over 25 years of experience in the mortgage industry. Also the co-host of the GetReal 411 podcast, she has broken through the barriers of many glass ceilings to sit on executive leadership teams and has held executive board positions at companies like Bank of America, Countrywide, Prospect Mortgage and Mortg...

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Today, we're joined by Laura Brandao. Laura, a mortgage industry veteran, is a Partner at EPM, Equity Prime Mortgage, & CEO of Lighthouse Advisors, who splits time between New Jersey and Arizona. Laura is also an author (Say Yes Everyday!), podcaster ("Wednesday Wisdom" & "What's Your Why?"), Women with Vision Chair, NJMBA board member & Women’s Committee Chair, NAMMBA Visionary Chair & Co-Chair of MBA's IMB committ...

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Today, we're joined by Matthew VanFossen, CMB. Matthew is the CEO of Absolute Mortgage Corp from Philadelphia, Pennsylvania, who is also the CEO of Mortgage Automation Technologies and the Founder of The Big Point of Sale, a highly configurable, easy to install point of sale solution for Loan Officers.

 

Matthew is here to discuss the NAR lawsuit and what it means for Loans Officers, why Loan Officers need to be providing value to ...

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Today, we're joined by Chris Paliska. Chris is the President at Total Quality Lending from Orange County, California, who recently moved to Indianapolis to be able to serve clients in more affordable areas over California.

 

Chris is here to discuss why you should be looking at real estate investors in this market, how anyone can change, and how you can diversify your lead buckets.

 

Chris Paliska's Website: www.chrispaliska.com

Ch...

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Today, we're joined by Rick Guerrero. Rick is the Director of Sales at US Mortgage Corporation from Alpharetta, Georgia, who's gone all-in on Instagram and developed excellent strategies to make the most of the platform.

 

Rick is here to discuss tips and tricks you can use on Instagram, why you need to engage and not just "post and ghost", and why it's way better to be interested over interesting.

 

Rick Guerrero's Instagram: @ric...

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