As the number of self-employed borrowers sky-rockets, the Million Dollar Mortgage Experience is here to make sure you have the skills, mindset, and ideas required to crush it in the Jumbo - Super Jumbo Non-QM market. Are you ready? This podcast is meant for mortgage professionals only. Visit our website at www.FundLoans.com
Ubaldo V. Leon III, known as "Skooter," is a Branch Manager at CrossCountry Mortgage. He is a Top 1% Mortgage Professional in the Nation, recognized for delivering superior mortgage solutions. In episode #128 of the Million Dollar Mortgage Experience, Jon and Skooter discuss Skooter's start in the industry, working with realtors on Selling Sunset and Million Dollar Listing, how to earn a reputation as a trusted advisor, benefits of...
Thuan Nguyen is the CEO of Loan Factory, one of the fastest growing mortgage brokerages in the country with over 1,100 loan officers. He closed 11,000 loans in 2020 and 2021 by prioritizing service and efficiency.
In episode #127 of the Million Dollar Mortgage Experience, Jon and Thuan discuss moving to the US without knowing any English and eventually starting a business, Loan Factory’s business model, adapting to the market downt...
LaDonna is the CEO of Maximum Acceleration, the premier provider of mortgage education where originators go to put their career in high gear. Maximum Acceleration is a cutting-edge NMLS-approved provider of mortgage continuing education. Their mission is to provide the highest quality education at the most affordable prices. In episode #126 of the Million Dollar Mortgage Experience, Jon and LaDonna discuss how LaDonna found her w...
Alejandro Szita has been involved with real estate and loans since 2006. He specializes in serving artists and entrepreneurs as he expertly maneuvers the ins and outs of mortgages for self-employed borrowers. In episode #125 of the Million Dollar Mortgage Experience, Jon and Alejandro discuss working with self-employed clients, how P&L loans can be a game changer, why Alejandro chooses FundLoans for non-QM, DSCR for business ow...
Alex Sonkin is the Founder of Virtual Family Office Hub as well as The Due Diligence Project, which is a revolutionary platform and a community of elite CPA firms, law firms, family offices, and best-in-class specialty firms.
In episode #124 of the Million Dollar Mortgage Experience, Jon and Alex discuss his companies - Virtual Family Office Hub and the Due Diligence Project, how these companies connect CPAs to Fortune 500 companie...
Bryce and Brant Aberg are Vice Chairmen at Cushman & Wakefield. Brant oversees institutional leasing throughout San Diego county for over 20 million square feet and Bryce co-leads the west coast capital markets for Cushman & Wakefield.
In episode #123 of the Million Dollar Mortgage Experience, Jon, Bryce, and Brant discuss their career paths getting started at Cushman & Wakefield, tips on negotiation and sales, how to ...
Eric and Anthony Karnezis are entrepreneurs, thrill-seekers, and philanthropists. Eric shares his life experiences through memoirs and podcasts, hoping to inspire others to persevere through challenges and find their purpose.
In episode #122 of the Million Dollar Mortgage Experience, Jon, Eric, and Anthony discuss growing up with parents who were arrested for selling drugs, getting arrested for armed robbery, driving sports cars an...
David Cook is a multi-platinum producer, mix engineer, and songwriter based in California and Colorado. He played guitar and sang vocals for a band named “My Favorite Highway,” which signed a major labor record deal with Virgin Records. Since then, he has worked with Kanye West, Tate McRae, and Phil Wickham.
In episode #121 of the Million Dollar Mortgage Experience, Jon and David discuss growing up playing music in church, touring ...
Preston Caffrey is President of Ocean Equity Solutions, a mortgage brokerage in San Diego as well as the co-founder of We Drink Tequila. During episode #120 of the Million Dollar Mortgage Experience, Jon and Preston discuss Preston’s path from tie salesman to successful mortgage broker, originating 67 loans in one month during COVID, the benefits of locking in a low interest rate, the easiest non-QM loan to sell, DSCR real estate i...
Andy Dane Carter is a real estate expert, investment strategist, author, and keynote speaker.
During episode #119 of the Million Dollar Mortgage Experience, Jon and Andy discuss Andy’s transition from a real estate investor to agent, how Andy built a real estate empire in Long Beach using social media, YouTube, and print marketing, selling luxury homes, finding high-end clients, marketing to wealthy clients, tips for brokers to be...
Eric Morgenson is the Vice President of Business Development at Angel Oak. For the past 30 years he’s built a successful career in real estate, sub-prime and non-QM alternative mortgage solutions. He’s one of the top producers of non-QM loans in the country.
During episode #118 of the Million Dollar Mortgage Experience, Jon and Eric discuss:
How to close more loans with non-QM programs
Why non-QM is in demand in today’s...
Kimberly Koll is a seasoned real estate professional based in San Diego and the founder of Heritage Homes.
During episode #117 of the Million Dollar Mortgage Experience, Jon and Kimberly discuss Kimberly’s inspiration to start a real estate career, Heritage Homes (her firm), the NAR settlement, the San Diego luxury market, niches (specifically Kim being a Seniors Real Estate Specialist and certified Military Relocation Professional...
Paul “The Ultimate” Vaden is a former professional boxer with a record of 29 and 3 who held the IBF light middleweight title in 1995. Paul remains the only native San Diegan to grow up to be a professional boxer. Today Paul is a motivational speaker, mentor, consultant and author.
During episode #116 of the Million Dollar Mortgage Experience, Jon and Paul discuss when Paul realized he wanted to be a boxer, Paul’s boxing career, be...
Chris and Aleyna Groves are the CEO and COO of Groves Capital, a residential and commercial lender based in San Diego, CA. During episode #115 of the Million Dollar Mortgage Experience, Jon, Chris, and Aleyna discuss running a company together, the secrets to being a successful entrepreneur, the importance of non-QM loans, how to use social media to build your business, tips for mortgage brokers to crush it, self-improvement and h...
Juan Munoz is a realtor and mortgage broker at First Choice Home Team. He’s bilingual and used to work in the private banking world. During episode #114 of the Million Dollar Mortgage Experience, Jon and Juan discuss Juan’s career path, advantages of working as both a realtor and broker, the benefits of non-QM loans (especially bank statement 2nd mortgages), dealing with tough competition, automation and AI, and building client rel...
Jordan Nutter is a loan officer at NFM Lending and the co-founder of their social media influencer program, called the Creator Collective. She’s gained over 250,000 TikTok followers and she’s embarking on a nationwide RV tour to teach financial literacy to the masses.
During episode #113 of the Million Dollar Mortgage Experience, Jon and Jordan discuss how Jordan went from modeling in NYC and LA to becoming a loan officer, NFM’s C...
Logan Mohtashami is a lead analyst for HousingWire and is a regular contributor on their podcast. Logan deciphers complex economic data and translates it into understandable, actionable insights. His passion for data and economics, coupled with his years of direct lending experience, provides industry professionals with critical insights into the ever-evolving mortgage and housing landscape.
Jon and Logan discuss the health of the...
Troy Fontana has transformed thousands of lives over the past 20 years. Troy's unique coaching approach is tailor-made for those genuinely committed to mastering their lives. His company, Elite Coaching Systems, helps people tap into their inner superpowers and achieve lasting change. He’s the go-to expert for entrepreneurs looking to skyrocket their profits, relationships, and personal growth. Troy is also an author and speake...
As President of C2 Financial, David leads a team dedicated to maximizing the value C2 Financial offers loan officers who provide their clients and borrowers superior solutions on a platform that empowers them to be a full-service real estate and financial resource. David oversees all company verticals with a vision to continue industry innovation and growth as the #1 Mortgage Broker in the nation. Prior to C2, David was a top perfo...
Jimmy Langley is a man of many talents. From a small town in Northern California, Jimmy dealt with lots of adversity growing up, which made him who he is today. Jimmy is the Founder and Managing Partner of LDG Commercial Real Estate, a boutique firm that focuses on the representation of office, industrial, and retail tenants in the leasing or acquisition of real estate. He also owns Empress Investments, a restaurant group responsib...
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