Mortgage Masterminds

Michael McAllister is the president of EmpowerLO. Empower Funnels is a marketing and technology company based out of Meridian, Idaho that exclusively services mortgage loan officers/mortgage brokers. Their lead generation service is best in class at helping loan officers build their purchase pipeline with high-quality mortgage leads BEFORE they get to a real estate agent.

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Tim Herman is the CEO of UpEquity, a veteran-owned, digital mortgage company that specializes in transforming everyday homebuyers into cash buyers. With two flagship programs, Buy With Cash and Buy Before You Sell, UpEquity is a real estate Power Buyer with a mission to create equal access to the American Dream.

As a Texas-based mortgage brokerage, UpEquity supports conventional home loans, including jumbo loans and VA loa...

About 30% of #homebuyers are first-time homebuyers and millennials, and they, along with most consumers, find #mortgages complicated and intimidating.

In this episode, Matt Gougé, a.ka. Matt The Mortgage Guy, shares how he positions himself as the trusted expert by empowering his clients with education and true added value while giving them an enjoyable mortgage experience!

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Matt Muscat is passionate about great marketing, great people, great food, and great world travel adventures! While earning his bachelor's and master's degrees from Michigan State University he studied the digital side of marketing and has a deep passion for making the complex simple in the world of marketing. 

As the Marketing Director at Treadstone Funding, one of the nation's top boutique mortgage lenders...

Chris Mitchell is a licensed Mortgage Loan Originator (NMLS #1992583) working with buyers with credit scores of 580 and up in all 50 states. Personally licensed in Florida (LO77613) and North Carolina (I-196775). 

Chris is an FHA, VA, Jumbo, and Refinance specialist,  Reverse Mortgage (HECM - Home Equity Conversion Mortgage) Certified, and H4P 'Reverse to Purchase' Certified helping buyers buy a home with NO MORT...

Karl Jacob is a serial entrepreneur who has been building, advising, and investing in companies for the last 20 years. During his career, Karl has raised 23 rounds of financing from a wide range of investors, including True Ventures, Baseline Ventures, Richard Branson’s Virgin Group, Microsoft, eBay, Integral Partners, Norwest Ventures, Greylock, Benchmark Capital, FT Ventures, Ignition Partners and Vulcan Ventures. Many of Karl’s ...

Steven Winokur is the Chief Marketing Officer for Angel Oak’s lending companies and oversees the marketing and branding initiatives for those entities.

Steven has over 24 years of experience in marketing and branding in both corporate and agency environments. Prior to Angel Oak, Steven was Vice President of Marketing for Buyers Protection Group, a national home warranty/home inspection firm. Prior to that, he was the Assistant Vice ...

Krish Dhokia is an innovator, entrepreneur, blogger, life-long student of technology and marketing, and on occasion – a teacher of these subjects. Professionally, he began his career in the marketing arena, playing a leadership role with the implementation of social networking in mainstream marketing and transitioned into developing genius "outside the box" initiatives in boosting Search Engine Optimization for various co...

Director of Digital Mortgage of Synergy One Lending, Eric Capehart, realizes everyone is afraid of technology taking over the industry, and embraces that fear. With the help of the team at Synergy One, Eric has found that there’s a perfect combination of human elements and technology to elevate the loan officers and not bypass them. Join Richard and Eric for this deep dive into modernizing the mortgage industry!

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President of Liberty Home Mortgage, Khash Saghafi stops by to talk with Richard about the successes he’s found in his career, and how the things that he learned in the beginning of his career aren’t necessarily the things that have sustained the success. Stripping down the extra pieces and making it simple and straightforward has turned out to be the keys to Khash’s success and he explains how he came to this solution.

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Following nearly 20 years of work as a loan officer, Max Leaman decided enough was enough. He was no longer just going to settle for being a branch manager, he was ready to handle his own business. That’s when Leaman Team was formed, and later became Loan People in 2020. It was then that Max unlocked the puzzle to success in the industry! Join Max and the Founder of Sales Boomerang, Alex, as they call out the industry and discuss n...

After taking a trip through the corporate lending field, Eric Hoffner found himself out of place, and after some searching founded StrongBox Home Loans. Now a Founder and the President of StrongBox Home Loans, Eric has found the right combination of knowledge, experience, and professional networks to secure the most appropriate home loan to fit their clients' needs. This combination led to a booming first two years of business...

Founder and President of Journey Home Lending, Rod Shuster tells us the origins of Journey Home Lending, and how they got to the place they are today. Utilizing technology, experience, know-how and grit, Rod now develops custom home loan strategies that help clients make smarter decisions over time. Rod’s expertise includes creating wealth-building mortgage strategies for clients and providing leadership, coaching and advice to oth...

Standing independent is a core focus that Bank 34 and CFO, Michael Sheneman, holds strong in their day-to-day work. What does it mean to Stand independent? It means Bank 34 supports small businesses and local towns in a way that the bigger entities can’t. In helping his local markets in Arizona and New Mexico, Michael explains how that has led to a stronger Bank 34 and client relationship.

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From intern to President, AJ Franchi has been through the ups and downs of the mortgage market with Gold Star Mortgage Financial Group, learning the best practices on the front line of every department. Using a breadth of technology to assist their originators, AJ shares why their team is filled with professionals who provide added value to the client, and not with the toxic rate slinger’s that you see in the market.

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CEO of ACE Lending Group, Elyin Perez talks about his journey from setting the deadline of leaving his old position to starting his own business, the impact of the pandemic and shutdown, and how he still managed to make his first deal before his license ever arrived. Elyin also shares how despite all of those circumstances, he was able to keep a work-life balance while continuing to grow.

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Co-Founder and Chief Bonzo-er, Jason Perkins shares the story of how Bonzo came to be. From just the thought of the product to getting their first paying customer, Jason shares how they’ve balanced both small and large clients successfully. Given the new integration between Sales Boomerang and Bonzo, the idea of using the old school technology is now an afterthought, and these integrations are making the user’s life simpler and mor...

Michelle Berman, CEO and Founder of Berman Media PD, shares her secrets that has made the Instagram Power Method the go to for promoting your business and getting results on social media. Whether it’s behind the scenes funny moments or vulnerable personal tales, being your true self on social media is the one thing Michelle will always recommend first.

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