AIME Podcast Network

Home to Broker to Broker, Broker Power-Up, and The Women’s Mortgage Network Podcasts. The AIME Podcast Network is the wholesale industry’s go-to hub for unfiltered strategies, high-energy sales training, and real-talk leadership insights to help brokers close more loans.

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20 episodes
Updated Tuesday

Episodes20

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Tuesday · 32 min
Broker to Broker Podcast: Joseph Dionne – Ep. 254
Episode 254 Host: Marc Summers (AIME’s Founding President) Guest: Joseph Dionne (Managing Partner at appli Home Loans) This week’s episode features Joseph Dionne, who took a job out of college as a real estate assistant and built it up into a thriving mortgage brokerage. It wasn’t always easy! His turning point came after a car accident left him with a broken back and a choice to make. Let the injury define him or push past every limitation being placed on him. Joseph shares how ultra marathon training taught him discipline, consistency, and the importance of surrounding himself with people who pour into him. Key Takeaways: – How applying ultra marathon discipline to business creates sustainable success. – Why you have to reach out to your team, not just be available when they need you. – The importance of being the “I know a guy” person so clients call you for more than just mortgages. – Why structure and planning matter more than hustle alone. Golden Nugget: “You can’t fake dedication. If you don’t consistently do the boring stuff, you go from being at your peak to being the guy on the sidelines who can’t get off the couch.” Subscribe to Broker to Broker on YouTube, Spotify, or Apple Podcasts. Join AIME: aimegroup.com/membership #LeadershipMindset #Discipline #MortgageBroker #ScalingYourBusiness #UltraMindset #RelationshipBuilding #appliHomeLoans #BrokerToBroker #MortgageTech #BrokersAreBest #AIME #Podcast #Network The post Broker to Broker Podcast: Joseph Dionne – Ep. 254 appeared first on AIME.
Monday · 25 min
Broker Power-Up Podcast: Episode 71
Episode 71: How Many Questions Are You Asking? Hosted by Jonathon Haddad, AIME’s Chairman & CEO, and Tommy Golightly, AIME’s Marketing Manager. In this episode, Jonathon and Tommy challenge listeners to think about the questions they are asking, both in sales conversations and in life. Jonathon shares a stat he learned on a recent Mortgage Morning Call that might make you rethink how you engage with prospects. Broker Buzz – Whether a fix and flip on a HUD property with a one year right of redemption is worth pursuing, and why red flags are everywhere. – FHA guidelines for employment gaps due to childbirth and infant care, including the return to work rule and potential waiting periods. – What to do when a 4506-C is rejected despite everything being correct, and why having the client pull their own transcripts is often the fastest fix. Sales Training | Ask More Questions The average man asks only 1.7 questions on a first date. Jonathon texted his wife to ask how many he asked on theirs. Her answer: easily twenty five. The difference is curiosity. If you are struggling to connect with prospects, ask yourself how many questions you are actually asking. Record your calls, tally them up, and watch what happens when you stay curious. Story Time | Your Monday Mindset Will Attract Opportunities How you start your week sets the tone for everything that follows. Tommy uses Mondays to plan his entire week and prioritize what actually matters. Jonathon had a follow up to a major meeting scheduled for Monday right after reading this fortune. Plan ahead, stay focused, and watch opportunities find you. Listen wherever you get your podcasts Subscribe on YouTube for new episodes every week #MortgageBroker #SalesTraining #AskMoreQuestions #Curiosity #HousingMarket #RealEstate #Lending #BrokerCommunity #MortgageIndustry #ProfessionalDevelopment #BrokersAreBest #BrokerPowerUp #AIME #Podcast #Network The post Broker Power-Up Podcast: Episode 71 appeared first on AIME.
July 23 · 25 min
Women’s Mortgage Network Podcast: Episode 27
Stacy Pingree was told she “wouldn’t make it” in the mortgage industry after just one week. She ignored that advice. Today, she’s the founder and CEO of Radiant Financial Group, a real estate investor, and the host of the Legacy Wealth Podcast. Safe to say, she made it. Shelby Vinson sits down with Stacy Pingree, founder and CEO of Radiant Financial Group, real estate investor, and host of the Legacy Wealth Podcast, who shares a powerful message about leveraging the mortgage industry to build generational wealth. They talk about the importance of mindset, setting clear financial goals, and creating systems that help loan officers scale their businesses and build their wealth at the same time. Stacy opens up about navigating the ups and downs of the market, the power of partnership, and why harmony beats balance time after time. Subscribe to our channel and join the movement! Listen wherever you get your podcasts. #WMN #WomenInMortgage #LegacyWealth #RealEstateInvesting #WealthBuilding #MindsetMatters #WomenInLeadership #Empowerment #BrokersAreBest #AIME #Podcast #Network #MortgageJourney The post Women’s Mortgage Network Podcast: Episode 27 appeared first on AIME.
July 20 · 25 min
Broker Power-Up Podcast: Episode 70
Episode 70: Maybe It’s Not The Leads? Maybe It’s The Questions. Hosted by Jonathon Haddad, AIME’s Chairman & CEO, and Tommy Golightly, AIME’s Marketing Manager. In this 70th episode, Jonathon shares a story from his first month in the industry that changed everything. The leads were not the problem. The conversations were. And the only way to fix them was to ask better questions. Broker Buzz – Whether a conventional loan can be used to buy a home with a gutted master bathroom, and why the appraiser’s determination matters. – HELOC options for a home already listed for sale, including bridge loans as a better alternative. – How to use a daughter’s Social Security disability income to help a mother qualify for a loan, and why the payee must be updated first. Sales Training | Ask Better Questions In his first month as a loan officer, Jonathon was getting hung up on constantly. The breakthrough came when he stopped blaming the leads and started changing his questions. He started researching the client’s area before calls, and learned to match his cadence to the client. Meet the clients where they are and don’t expect them to come to you naturally. If you are struggling, it is probably not the leads. It’s like the questions that need changing. Record your calls, listen to yourself, and ask something different. Story Time | Stay Open to Constructive Criticism The fortune cookie this week delivers a message about staying open to feedback. Jonathon admits that early in his career, he hated criticism from people he did not know. Now he craves it from people he trusts. Tommy adds that criticism only has value when it comes with direction. Just saying “I do not like this” is not helpful. Saying “Here is how we can make it better” is. Feedback is a gift when it comes from the right people with the right intent. Stay open, stay curious, and keep improving. Listen wherever you get your podcasts Subscribe on YouTube for new episodes every week #MortgageBroker #SalesTraining #LeadGeneration #ConstructiveCriticism #AskingBetterQuestions #HousingMarket #RealEstate #Lending #BrokerCommunity #MortgageIndustry #BrokersAreBest #BrokerPowerUp #AIME #Podcast #Network The post Broker Power-Up Podcast: Episode 70 appeared first on AIME.
July 14 · 29 min
Broker to Broker Podcast: Kathy Dey – Ep. 253
Episode 253 Host: Marc Summers (AIME’s Founding President) Guest: Kathy Dey (Director of Operations at Apex Processors) This week’s episode features Kathy Dey, a mortgage operations veteran who started her career in telemarketing at 16 and has since held roles in origination, compliance, underwriting, and processing management. Now leading operations at Apex Processors, Kathy shares her unique perspective on the broker-processor partnership, why contract processing is changing the game for LOs at every production level, and how finding the right “work spouse” can transform your business. Key Takeaways: – Why processors should own the file from submission to CTC, so you can focus on originating. – The importance of personality matching when pairing LO’s with their processors. – How empowering processors through community and training can benefit the entire brokerage. – How trust is built over time and why grace and resolution matter more than perfection. Golden Nugget: “Your processors know just as much, if not more, than you do. Leave the processing to the pros. You originate.” Subscribe to Broker to Broker on YouTube, Spotify, or Apple Podcasts. Join AIME: aimegroup.com/membership #MortgageTech #Loans #Processing #Operations #Excellence #LoanOfficerSupport #TeamWork #Trust #ApexProcessors #ClosingMadeEasy #BrokerToBroker #MortgageTech #BrokersAreBest #AIME #Podcast #Network The post Broker to Broker Podcast: Kathy Dey – Ep. 253 appeared first on AIME.
July 13 · 26 min
Broker Power-Up Podcast: Episode 69
Episode 69: Truly Disconnecting on Vacation Hosted by Jonathon Haddad, AIME’s Chairman & CEO, and Tommy Golightly, AIME’s Marketing Manager. In this episode, Jonathon and Tommy tackle a topic that every mortgage professional struggles with: how to step away from work and actually recharge. They share what has worked for them, what has not, and why setting boundaries is the kindest thing you can do for yourself and your team. Broker Buzz – Whether a client buying a new primary with a VA loan must sell their current home with a reverse mortgage before closing. – How to handle a self-employed roofer switching to W-2 income before a VA loan assumption, and why the underwriter is likely to ask questions. – The best PDF software alternatives to Adobe, and how this sparked dozens of passionate comments in the Facebook group. Sales Training | Disconnect to Stay Productive Tommy shares how he stopped telling everyone “just reach out if you need me” and designated a select few people who truly understand what an emergency is instead. Jonathon admits he still struggles to disconnect but found that planning activities, bike rides, and historical trips helps him shift his focus after a brief bout with anxiety. You are not that important that the company will fall apart without you. If you cannot step away for a week, that is a problem with your systems, not your work ethic. Story Time | Delay Is the Deadliest Form of Denial This week’s cookie arrives with a clear message (and a small typo) to keep things honest. Delaying the things you know you need to do is a form of denial. Jonathon connects it to his own tendency to push things off, and Tommy shares how he keeps a checklist and clears his plate so his team never gets paused waiting on him. The message is simple. Do not let the things that matter most sit on your list. Attack them, clear them, and move forward. Listen wherever you get your podcasts Subscribe on YouTube for new episodes every week #MortgageBroker #WorkLifeBalance #Vacation #Disconnect #SalesTraining #HousingMarket #RealEstate #Lending #BrokerCommunity #MortgageIndustry #ProfessionalDevelopment #BrokersAreBest #BrokerPowerUp #AIME #Podcast #Network The post Broker Power-Up Podcast: Episode 69 appeared first on AIME.
July 9 · 38 min
Women’s Mortgage Network Podcast: Episode 26
What if the secret to taking the next step was actually surrendering control? Fannie Mae West sits down with Tressa Pope, founder of the Loan Officer Playbook, for a conversation about building up your team the right way, so that you have a chance to grow without burning out. Tressa brings over 25 years of mortgage experience and a first-hand understanding of what happens when you have the right LOA in place, and what happens when you don’t. They talk about why most training programs can miss the mark, how to train an LOA who actually understands what you’re asking of them, and the one thing that loan officers need to be doing before they even start the hiring process. If you feel like you’re doing everything yourself and wondering how to take the next step, this episode can show you the guide to building a team that works for you. Subscribe to our channel and join the movement! Listen wherever you get your podcasts. #WMN #WomenInMortgage #LOA #LoanOfficerAssistant #SystemsAndProcesses #MortgageJourney #ScalingYourBusiness #TeamBuilding #Empowerment #BrokersAreBest #AIME #Podcast #Network The post Women’s Mortgage Network Podcast: Episode 26 appeared first on AIME.
July 6 · 39 min
Broker Power-Up Podcast: Episode 68
Episode 68: Adaptability, Resilience, and Leading Through Uncertainty with Christine Beckwith Hosted by Jonathon Haddad, AIME’s Chairman & CEO, and Tommy Golightly, AIME’s Marketing Manager, featuring special guest Christine Beckwith, CEO of 20/20 Vision for Success Coaching & Consulting. Jonathon and Tommy are joined by Christine Beckwith for a deep conversation about what it takes to survive and thrive in any market. Christine shares her journey through multiple industry cycles, the importance of adaptability, and why the ability to pivot is the single most important skill you can develop. Broker Buzz – Whether a self-employed borrower with only one year of tax returns and no prior filing history can qualify, and how to handle the conversation with compassion. – Options for a bartender who does not report cash tips but deposits them weekly, including why verifiable income matters. – The quickest way to put a lien on a free and clear property for a VA cash out refinance. Sales Training | Adaptability Is Survival Christine shares her story, where she started as a credit union teller at eighteen and taught herself to calculate actuated payoffs when no one else would. That hunger to learn carried her through countless market cycles, layoffs, and the closure of a national mortgage company. If you are waiting for the market to return to what it was, then you are already falling behind. The brokers who are seeing the most success are the ones who figured out the market and got ahead without staring in the rearview mirror. The ability to adapt, break bad habits, and do the things you don’t want to do is what separates everyday brokers and the most successful individuals in the industry. Story Time | Happiness in Family and Relationships The fortune cookie this week hits close to home for everyone. Christine talks about moving back home to be closer to her family after her sister passed away. Jonathon shares how his wife has taught him to prioritize those who matter most, leading to hours of precious family time getting recorded to look back on in the future. Tommy looks ahead to a trip with his parents and how much experiences like that can mean to us. The message is simple. Happiness is not found in production numbers. It is found in the people you love and the moments you create with them. Listen wherever you get your podcasts Subscribe on YouTube for new episodes every week #Adaptability #Sales #MortgageIndustry #Training #Resilience #HousingMarket #RealEstate #Lending #BrokerCommunity #ProfessionalDevelopment #BrokersAreBest #BrokerPowerUp #AIME #Podcast #Network The post Broker Power-Up Podcast: Episode 68 appeared first on AIME.
June 29 · 22 min
Broker Power-Up Podcast: Episode 67
Episode 67: “This Happened. Now What?” Hosted by Jonathon Haddad, AIME’s Chairman & CEO, alongside Tommy Golightly, AIME’s Marketing Manager. In this episode, Jonathon shares a deeply personal story about his great-grandmother, who lost everything and still found a path forward. Her motto, “This happened, now what?” became the foundation for a three-step framework that applies to sales, business, and life. Broker Buzz – Whether a mortgage debt can be excluded from DTI if someone else has been making payments for three years, and why being on the original note is the key. – How sellers can request cross qualification with a preferred lender without violating RESPA, and where that fifteen hundred dollar credit is actually coming from. – How to prove IRA distributions when a provider like Charles Schwab will not issue a letter, and where to find the right form. Sales Training | Stop Selling from Emotion When Jonathon’s great-grandfather passed away, his great-grandmother was left with nothing. Instead of losing hope, she walked the cobblestone streets selling olive oil to feed her children. Her philosophy was simple: ‘This happened, now what?’ The full explanation of how to apply this in your everyday life and business is in the episode, but the core message is very simple. Do not let emotion cloud your response. Focus on what is in front of you and take the next step. Story Time | A Deep and Meaningful Conversation The fortune cookie this week promises that a deep conversation with a close friend will lead to a breakthrough. Jonathon reflects on how those moments have shaped his life, especially when people who know him well help him see things he cannot see himself. Tommy adds that these conversations only work when trust is already built. So remember to never underestimate the power of honest dialogue with the right people. Listen wherever you get your podcasts Subscribe on YouTube for new episodes every week Schwab IRA Distribution Form: https://www.schwab.com/resource/ira-distribution-form #MortgageBroker #SalesTraining #Resilience #Mindset #HousingMarket #RealEstate #Lending #BrokerCommunity #MortgageIndustry #ProfessionalDevelopment #BrokersAreBest #BrokerPowerUp #AIME #Podcast #Network The post Broker Power-Up Podcast: Episode 67 appeared first on AIME.
June 25 · 34 min
Women’s Mortgage Network Podcast: Episode 25
What if the hardest thing that ever happened to you was actually the thing that set you up for your greatest success? In this episode, Amanda LeDuc sits down with Allison Thenhaus for a conversation about resilience, reinvention, and building a business that truly fits your life. Allison shares her remarkable journey from a life changing detour in her twenties that forced her to rebuild, to becoming a thriving mortgage professional who now travels seventy days a year with her daughter to horse shows while closing over one hundred loans annually. She also gets real about the fear of letting go of control, the process of hiring her first loan officer, and why watching that partnership change someone else’s life has been more rewarding than any ranking or paycheck. If you have ever wondered how to scale your business without sacrificing your family, you can expect this episode to resonate with you in a special way. Subscribe to our channel and join the movement! Listen wherever you get your podcasts. #WMN #WomenInMortgage #Resilience #ScalingYourBusiness #MomLife #WomenInLeadership #Empowerment #BrokersAreBest #AIME #Podcast #Network #MortgageJourney The post Women’s Mortgage Network Podcast: Episode 25 appeared first on AIME.
June 23 · 36 min
Broker to Broker Podcast: Christine Beckwith – Ep. 252
Episode 252 Host: Marc Summers (AIME’s Founding President) Guest: Christine Beckwith (CEO of 20/20 VSC) This week’s episode features Christine Beckwith, a mortgage industry veteran with decades of experience in roles like executive leadership, origination, and master coaching. As the CEO of 20/20 VSC, Christine has built a comprehensive coaching platform designed to help originators and leaders reach new heights. In this episode, she offers a strong perspective on the current economic climate, highlighting what has changed in the refi market and how originators can put themselves in position to win despite a rate-resistant environment. Key Takeaways: – Why the current market requires a shift in mindset, not just harder work. – How to vet and build relationships with your realtor partners the right way. – How to overcome rate objections by focusing on total cost and financial security. – Why building a business plan is just the beginning and accountability is the real work. Golden Nugget: “It’s not about saving rate money anymore. It’s about saving the American homeowner from themselves.” Subscribe to Broker to Broker on YouTube, Spotify, or Apple Podcasts. Join AIME: aimegroup.com/membership #MortgageCoaching #SalesMindset #FinancialAdvocacy #RefiOpposition #EconomicOutlook #OriginatorSuccess #ChristineBeckwith #BrokerToBroker #MortgageTech #BrokersAreBest #AIME #Podcast #Network The post Broker to Broker Podcast: Christine Beckwith – Ep. 252 appeared first on AIME.
June 22 · 30 min
Broker Power-Up Podcast: Episode 66
Episode 66: Controlling the Conversation Hosted by Jonathon Haddad, AIME’s Chairman & CEO, alongside Tommy Golightly, AIME’s Marketing Manager. In this episode, Jonathon and Tommy break down advanced sales techniques for taking control of conversations with clients, agents, and team members. Jonathon shares a six step framework that moves beyond basic objection handling and into true conversation leadership. Broker Buzz – The best tools for seamless team communication, including Slack and Roam, and how to set up channels that reduce noise and prevent burnout. – The good, the bad, and the ugly of working with a coach, and why execution matters more than the content. – How to build relationships with listing agents using Monday check-ins and Friday closeouts that show organization and professionalism. Sales Training | Six Steps to Control Any Conversation Early in his career, Jonathon would chase every objection and get defensive the moment a client pushed back. Over time, he developed a six step framework that changed everything. The full breakdown is in the episode, but the core philosophy is simple. Stop chasing the first objection, learn to reframe instead. Give clients lanes rather than letting them dictate every direction. Do not be afraid to recommend a path forward, even if it is not what the client initially asked for. And always end with a clear next step, never a vague “let me know what you think.” The goal is not to win an argument. The goal is to lead the client to the best decision for their family. Story Time | Follow the Path of Gratitude Jonathon reflects on how pausing to appreciate what he has always shifts his mindset, even when life gets chaotic. Tommy shares that he has replaced quick “thanks” responses with “I appreciate you,” a small change that deepens every interaction. It’s a nice reminder that gratitude isn’t a feeling, but a practice. Listen wherever you get your podcasts Subscribe on YouTube for new episodes every week #MortgageBroker #ConversationSkills #Coaching #Communication #ListingAgents #CashToClose #Gratitude #ProfessionalDevelopment #MortgageIndustry #BrokerCommunity #RealEstate #Lending #BrokersAreBest #BrokerPowerUp #AIME #Podcast #Network The post Broker Power-Up Podcast: Episode 66 appeared first on AIME.
June 16 · 30 min
Broker to Broker Podcast: Ryan Whitfield – Ep. 251
Episode 251 Host: Marc Summers (AIME’s Founding President) Guest: Ryan Whitfield (Home Loan Specialist at C2 Financial) This week’s episode features Ryan Whitfield, who spent a decade as a pastor before transitioning into the mortgage industry. Ryan shares how his background in building trust and connecting with people became the foundation of his lending business. From struggling with internet leads to building a referral based model around first time homebuyers, Ryan offers a refreshing perspective on partnership, family, and finding your true value add. Key Takeaways: How his previous careers became the bridge to successful lending. The difference between a vendor with the lowest rate and a true mortgage partner. Why consistency and communication matter more to partners than gifts or gimmicks . The importance of scaling your team to buy back your time and protect family priorities. Golden Nugget: “If your greatest value add is the lowest rate, then you better be committed to having the lowest rate in your town. Otherwise, figure out what your value actually is.” Subscribe to Broker to Broker on YouTube, Spotify, or Apple Podcasts. Join AIME: aimegroup.com/membership #FirstTimeHomebuyers #ReferralBusiness #MortgagePartnerships #WorkLifeBalance #C2Financial #BrokerToBroker #MortgageTech #BrokersAreBest #AIME #Podcast #Network The post Broker to Broker Podcast: Ryan Whitfield – Ep. 251 appeared first on AIME.
June 15 · 24 min
Broker Power-Up Podcast: Episode 65
Episode 65: Leading the Conversation with Confidence Hosted by Jonathon Haddad, AIME’s Chairman & CEO, alongside Tommy Golightly, AIME’s Marketing Manager. In this episode, Jonathon and Tommy share practical strategies for taking control of sales conversations without being aggressive or rude. Drawing from lessons learned in his grandmother’s home, Jonathon explains how to be direct, kind, and effective all at once. Broker Buzz – Whether a property inspection report can be transferred like an appraisal, and what happens when Freddie Mac’s AUS findings change. – How to handle a borrower with past financial crime convictions, including when to call the lender directly and when to walk away. – The right way to qualify restaurant income with tips, including separating tips as commission income and using year end pay stubs. Sales Training | Five Steps to Lead Any Conversation Jonathon shares five steps for taking control of sales conversations while keeping the client feeling heard. First, lead with confidence. Start with questions like “What matters most to you and what would make this a win for your family?” Second, ask better questions that cannot be answered with yes or no. Third, tell the truth early, but without an “I told you so” attitude. Fourth, stop chasing people who are not serious. If a client will not commit after you solve their problem, they are not a priority. Fifth, be okay with silence. Hit mute, wait, and let the client think. The person who speaks first after a tough question often loses the leverage. Tommy adds that the best sales conversations are like a ‘choose your own adventure’ novel. The client/reader makes the choices, but you are the author who sets the paths. Story Time | June Is Filled with Laughter and Fun Months ago, a fortune cookie promised that June would bring laughter and fun. Jonathon and Tommy set a calendar reminder to check back. Now, Jonathon is in Las Vegas for his wife’s birthday, and Tommy is preparing for a beach trip with family. The cookie was right. The message is simple. Plan the fun, mark the calendar, and let yourself enjoy it when it arrives. Listen wherever you get your podcasts Subscribe on YouTube for new episodes every week #MortgageBroker #SalesTraining #ConversationSkills #LeadGeneration #HousingMarket #RealEstate #Lending #BrokerCommunity #MortgageIndustry #ProfessionalDevelopment #BrokersAreBest #BrokerPowerUp #AIME #Podcast #Network The post Broker Power-Up Podcast: Episode 65 appeared first on AIME.
June 11 · 45 min
Women’s Mortgage Network Podcast: Episode 24
In this episode, Julie Yarbrough sits down with Elizabeth Cassidy, an Air Force veteran, military spouse, and mother of four who also happens to be one of the most outspoken and successful VA loan officers in the country. Elizabeth shares what it really means to fight for veteran families, from the moment a listing agent told her an amputee from Afghanistan didn’t have “enough skin in the game” to the cease and desist letters she’s turned into paper airplanes. She also talks about balancing a two hundred unit per year business with cooking dinner every night, cheering on her competitive cheerleader daughter, and why she stopped caring what other people think of her “unprofessional” opinions. If you have ever been told to tone it down or wondered how to build a business without dimming your light, this conversation is for you. Subscribe to our channel and join the movement! Listen wherever you get your podcasts. #WMN #WomenInMortgage #VALoans #MilitarySpouse #VeteranOwned #TopProducer #WomenInLeadership #Empowerment #BrokersAreBest #AIME #Podcast #Network #MortgageJourney The post Women’s Mortgage Network Podcast: Episode 24 appeared first on AIME.
June 9 · 32 min
Broker to Broker Podcast: Tanner Mulvihill – Ep. 250
Episode 250 Host: Marc Summers (AIME’s Founding President) Guest: Tanner Mulvihill (Owner and Senior Loan Officer of Bayfield Home Loans) This week’s milestone 250th episode features Tanner Mulvihill, a former United States Marine turned mortgage broker who has spent over two decades perfecting the art of the bold move. Tanner shares his three stage blueprint for loan officers: how to survive and thrive as a new LO, how to lock in systems and past client relationships in the middle years, and how a bold relocation can breathe new life into a veteran’s career. Key Takeaways: The ninety day grind: open houses, Facebook videos, and thank you cards for new loan officers. Why sending a thank you card every time you pull credit can save deals and build loyalty. The pizza strategy: how one loan for a military unit turned into forty closed transactions. Moving to a new market as a veteran loan officer to reset relationships and find new opportunities. Golden Nugget: “If you don’t have the gift of rolling out of bed and getting a two million dollar deal, you need to grind. The true top producers have both the gift of luck and the gift of drive.” Subscribe to Broker to Broker on YouTube, Spotify, or Apple Podcasts. Join AIME: aimegroup.com/membership #VALoans #Veterans #LoanOfficerTips #MortgageSystems #BoldMoves #NewLoanOfficer #ReferralBusiness #BrokerToBroker #MortgageTech #BrokersAreBest #AIME #Podcast #Network The post Broker to Broker Podcast: Tanner Mulvihill – Ep. 250 appeared first on AIME.
June 8 · 25 min
Broker Power-Up Podcast: Episode 64
Episode 64: How & When to Fire Your Real Estate Agent Hosted by Jonathon Haddad, AIME’s Chairman & CEO, alongside Tommy Golightly, AIME’s Marketing Manager. In this episode, Jonathon and Tommy discuss a difficult but necessary skill for any loan officer: knowing when a partnership is doing more harm than good and how to end it professionally. Broker Buzz – The latest AI compliance guidance from Fannie Mae, including the eight things every broker must do regarding governance, documentation, accountability, and oversight. – Financing options for a borrower with a 600 FICO, who needs cash out of an investment property for repairs. – How to document foster care income for a mortgage, including the letter from the state and the twelve to twenty four month history requirements. Sales Training | How to Break Up with a Bad Agent Not every relationship is worth saving. Jonathon shares a four step framework for professionally ending a partnership with a real estate agent who only calls with fires, blames you for everything, and never sends referrals. Step one, decide before the call that you are communicating a decision, not negotiating. Step two, be direct and professional. Start with “We are about to have an uncomfortable conversation.” Step three, give a clear reason without over explaining. Step four, do not take the bait. Keep it simple and walk away with clarity, not conflict. Ask yourself one question before you keep trying to save a bad relationship. Am I fighting for this because it is valuable or because I do not want to admit I let it go on too long? Story Time | September Surprises The fortune cookie this week looks ahead to September as a month of unexpected surprises and opportunities. Jonathon connects it to Fuse, his kids’ birthdays, and the natural rhythm of conference season. Tommy shares plans for a birthday trip to Austin to reconnect with old friends. Listen wherever you get your podcasts Subscribe on YouTube for new episodes every week #MortgageBroker #AICompliance #FannieMae #RealEstateAgents #SalesTraining #HousingMarket #RealEstate #Lending #BrokerCommunity #MortgageIndustry #ProfessionalDevelopment #BrokersAreBest #BrokerPowerUp #AIME #Podcast #Network The post Broker Power-Up Podcast: Episode 64 appeared first on AIME.
June 1 · 23 min
Broker Power-Up Podcast: Episode 63
Episode 63: Proactive vs. Reactive Sales Hosted by Jonathon Haddad, AIME’s Chairman & CEO, alongside Tommy Golightly, AIME’s Marketing Manager. In this episode, Jonathon and Tommy explore the fundamental difference between loan officers who consistently close deals and those who watch opportunities slip away. The gap is not talent or luck. It is preparation. Broker Buzz – Whether a husband who is a realtor can use his three percent commission as a gift for his wife’s cash to close, and what documentation is required. – How to handle income from a salaried attorney who just became a law firm partner and now receives K-1 distributions instead of a W-2. – The best apps for productivity and organization, including how Jonathon uses ChatGPT to manage everything from loans to Bible study to his kids’ school. Sales Training | Ten Minutes of Preparation Changes Everything Have you ever lost a deal to another loan officer and blamed the client? Jonathon has been there too. The truth is you dropped the ball somewhere. The reactive salesperson calls with no intention, no notes, and no memory of the client’s story. The proactive salesperson does ten minutes of recon before picking up the phone. They check social media. They review past conversations. They know about the second child, the credit card debt, the specific pain points. Then the call sounds completely different. “I noticed something that could free up cash flow for your growing family. Can I run it by you?” That client feels seen. That client stays on the line. Sales is preparation, not personality. Record your calls, take notes, and stop dialing without a purpose. Story Time | Educational Journeys and Unexpected Twists The fortune cookie this week lands with perfect timing. Jonathon shares that he enrolled in college on his grandmother’s birthday, fulfilling a promise he made to her years ago when she told him to take a chance on mortgages. Fifteen years later, he is turning in assignments and embracing the unexpected twists of his own educational journey. Tommy adds that his path from interactive design to web development to marketing director to AIM proves that the best journeys are rarely straight lines. Listen wherever you get your podcasts Subscribe on YouTube for new episodes every week #MortderateBroker #ProactiveSelling #SalesTraining #FollowUp #Productivity #RealEstateCommission #GiftFunds #K1Income #LawFirmPartner #ChatGPT #RemindersApp #TimeManagement #SalesPreparation #HousingMarket #RealEstate #Lending #BrokerCommunity #MortgageIndustry #ProfessionalDevelopment #BrokersAreBest #BrokerPowerUp #AIME #Podcast #Network The post Broker Power-Up Podcast: Episode 63 appeared first on AIME.
May 28 · 35 min
Women’s Mortgage Network Podcast: Episode 23
What if your superpower wasn’t just closing loans, but helping people truly understand what they’re signing for the first time? In this episode, Melissa Rifai sits down with Jade Taylor, broker owner of her own mortgage company, for a beautiful conversation about serving the Brazilian community and building a business around connection, not just transactions. She opens up about the early days when she almost gave up after six months without a single contract, how her husband pushed her to keep going, and what it felt like when that first deal finally came through. Jade also talks about the unique challenges of working with Portuguese speaking clients, from hour long phone calls to recording Loom videos to help them understand every document, and why she wouldn’t trade it for anything. If you have ever considered niching down into a community that needs you, or just need a reminder that persistence pays off, this episode will inspire you. Subscribe to our channel and join the movement! Listen wherever you get your podcasts. #WMN #WomenInMortgage #BrokerOwner #Leadership #Resilience #WorkLifeHarmony #WomenInLeadership #Empowerment #BrokersAreBest #AIME #Podcast #Network #MortgageJourney The post Women’s Mortgage Network Podcast: Episode 23 appeared first on AIME.
May 25 · 42 min
Broker Power-Up Podcast: Episode 62
Episode 62: Building Relationships That Last with Jason Taormina Hosted by Jonathon Haddad, AIME’s Chairman & CEO, and Tommy Golightly, AIME’s Marketing Manager, featuring special guest Jason Taormina of AutoPayPlus. In this episode, Jonathon and Tommy are joined by Jason Taormina to discuss what it really means to run a relationship based business in an industry that constantly pushes you toward the next deal. Jason shares how loan officers can stay connected with borrowers after closing, help them pay down debt faster, and position themselves as the trusted financial concierge for life. Broker Buzz – Whether appraisals are coming in low more often, and how Fannie Mae’s risk assessment system is changing the game. – How to help a borrower verify an IRS payment plan when the agency says they cannot reissue the letter. (Spoiler: they can.) – A proven email marketing strategy that turned cold realtor outreach into lasting referral relationships. – Practical advice for using AI even if you dislike it, including the microphone feature and breaking through writer’s block. Sales Training | The Relationship Starts After Closing Most loan officers say they want a relationship based business, but the industry makes it hard to stay connected. Jason shares how AutoPayPlus helps borrowers pay down debt strategically, build equity faster, and shorten the sales cycle for future business. For the loan officer, this means having a real reason to call past clients beyond just checking in. Whether a borrower is at a high DTI or simply wants to be in a better position for their next home, helping them manage their finances after closing turns a one time transaction into a lifelong partnership. Story Time | Clarity in Decision Making The fortune cookie this week delivers a timely reminder about making clear, data driven decisions. Jonathon shares how he has been restructuring his calendar around his brain patterns and working with researchers to be more intentional about when he makes choices. Jason adds that a study of top CEOs found decisiveness to be the one constant across all of them. The message is clear. Emotional reactions have their place, but data does not lie. Build systems, trust the numbers, and make decisions with clarity. Listen wherever you get your podcasts Subscribe on YouTube for new episodes every week #MortgageBroker #FinancialLiteracy #RelationshipBuilding #SalesTraining #AutoPayPlus #HousingMarket #RealEstate #Lending #BrokerCommunity #MortgageIndustry #ProfessionalDevelopment #BrokersAreBest #BrokerPowerUp #AIME #Podcast #Network The post Broker Power-Up Podcast: Episode 62 appeared first on AIME.

AIME Podcast Network

Broker to Broker Podcast: Joseph Dionne – Ep. 254

Broker Power-Up Podcast: Episode 71

Women’s Mortgage Network Podcast: Episode 27

Broker Power-Up Podcast: Episode 70

Broker to Broker Podcast: Kathy Dey – Ep. 253

Broker Power-Up Podcast: Episode 69

Women’s Mortgage Network Podcast: Episode 26

Broker Power-Up Podcast: Episode 68

Broker Power-Up Podcast: Episode 67

Women’s Mortgage Network Podcast: Episode 25

Broker to Broker Podcast: Christine Beckwith – Ep. 252

Broker Power-Up Podcast: Episode 66

Broker to Broker Podcast: Ryan Whitfield – Ep. 251

Broker Power-Up Podcast: Episode 65

Women’s Mortgage Network Podcast: Episode 24

Broker to Broker Podcast: Tanner Mulvihill – Ep. 250

Broker Power-Up Podcast: Episode 64

Broker Power-Up Podcast: Episode 63

Women’s Mortgage Network Podcast: Episode 23

Broker Power-Up Podcast: Episode 62