Episodios

  • EP66 - From Real Estate to Tech. Chris Heller's Journey Through Innovation and Leadership
    Jul 29 2024

    Chris Heller, who has had a significant impact in both the real estate and mortgage industries. Starting as a real estate agent while still in college, Chris quickly climbed the ranks, eventually becoming the number one Keller Williams agent globally and later the CEO. After his time at Keller Williams, Chris transitioned to the mortgage industry, joining Loan Depot and later moving to Ojo Labs, where he currently oversees Movoto.com. Throughout the conversation, Chris shares insights from his vast experience, discussing transitions between high-profile roles, the importance of talent in building a team, and the nuances of real estate technology.

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    45 m
  • EP65 - Scaling Success in the Mortgage Industry: Insights from Chris Sorensen of PRMG
    Jul 15 2024

    Chris Sorensen, a seasoned professional from PRMG, who explores the dynamics and challenges of the mortgage industry. Chris provides insights into the growth and adaptation of different lending channels within PRMG, emphasizing the significant role of brokers and the impact of technology on scaling operations. The discussion delves into how PRMG supports brokers and loan officers with advanced tech stacks and training, ensuring they can compete effectively in a rapidly evolving market.

    #MortgageIndustry #LoanOfficers #PRMG #MortgageBanking #HomeLoans #RealEstateFinance #Brokerage #Lending #FinancialServices #MortgageTrends #LoanProcessing #MortgageTechnology #FinTech #LendingSolutions #MortgageBroker #RealEstateTips #FinancialEducation #MortgageLeadership #HomeBuying #MortgageTips #MortgageAdvice #MortgageProfessionals #MortgageLending #MortgageCoaching #RealEstateMarket #MortgageRates #LoanStrategy #MortgageSuccess #MortgageUpdates #LendingExpert


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    32 m
  • EP64 - Revolutionizing Recruitment in Real Estate Finance: A Deep Dive with Eric Levin
    Jul 9 2024

    Eric Levin, a business partner at Model Match. Eric shares his journey from a small business owner to revolutionizing recruiting in real estate finance. They discuss the creation of Model Match, a technology platform designed to enhance the recruitment process through a method called model matching, which parallels the loan processing system. The platform helps businesses identify, engage, and nurture potential partnerships and streamline their growth strategies using data-driven insights. The conversation explores the importance of process and relationship-building in both recruitment and broader business development.

    #ModelMatch #RecruitmentTechnology #RealEstateFinance #BusinessDevelopment #RecruitingTips #StartupJourney #MortgageIndustry #TechInnovation #SaaSPlatform #Entrepreneurship #BusinessGrowth #IndustryInsights #ProfessionalNetworking #TeamBuilding #Leadership #DataDriven #MarketIntelligence #TechTools #CustomerEngagement #StrategicPartnerships #ProcessImprovement #EfficiencyInBusiness #SuccessStories #InnovationInRecruitment #CareerDevelopment #TechStartups #RealEstateTech #MortgageProfessionals #BusinessStrategy #EntrepreneurMindset

    Today's episode is brought to you by Pre-Approve Me. Navigating the mortgage process shouldn't be a puzzle. With Pre-Approve Me, you're equipped with the tools you need to guide your clients smoothly from initial application to final approval. Discover the future of mortgage simplicity at preapprovemeapp.com — All so you can close more loans in less time.

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    44 m
  • EP53 - Caleb Spears on Real Estate, Leadership, and Entrepreneurship
    Jun 24 2024

    Michael Neef sits down with Caleb Spears, a young luxury real estate agent who started his career at an unusually early age of 18. Caleb shares his journey from managing at Chick-fil-A to becoming a successful real estate agent, offering insights into the influences of his family's entrepreneurial and pastoral background. He highlights the importance of communication skills, relationship-building, and customer service—skills honed during his time at Chick-fil-A. Caleb and Michael discuss the nuances of working in a high-tourism area like Destin, Florida, and the dynamics of the short-term rental market there. Caleb also delves into the strategic use of key performance indicators (KPIs) to propel his real estate business and the vital role of personal connections in achieving sales success.

    #RealEstateInvesting #LuxuryRealEstate #PropertyManagement #RealEstateTips #HomeSelling #HomeBuying #RealEstateGoals #MortgageTips #FinancialFreedom #InvestmentProperty #RealEstateDevelopment #HomeLoan #RealEstateMarket #EstateAgent #RealEstateSales #PropertyListing #RealEstateAdvice #HousingMarket #RealtorLife #LuxuryHomes #RealEstateSuccess #RealEstateInvestor #PropertyInvestment #BuyersAgent #SellingHomes #RealEstateCareer #HomeMortgage #RealEstateAgency #EstateSales #RealEstateBusiness

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    45 m
  • EP62 - Harnessing Personal Growth for Real Estate Success with Brett Jennings
    Jun 17 2024

    Brett Jennings, a serial entrepreneur, coach, and a real estate expert with a rich history in personal development. Brett shares his journey from working with iconic figures like Tony Robbins and Deepak Chopra to diving into the real estate industry at a challenging time. He discusses the profound impact of aligning personal purpose with professional activities and introduces the concept of energy levels influencing business success. Brett's story offers insights into the power of mindset, the importance of meditation, and how understanding the scale of consciousness can revolutionize personal and professional growth.

    #RealEstateSuccess #PersonalDevelopment #Entrepreneurship #Coaching #MindsetShift #EnergyLevels #Consciousness #RealEstateCoaching #BusinessGrowth #TonyRobbins #DeepakChopra #MeditationBenefits #PersonalGrowth #Leadership #Motivation #SuccessMindset #RealEstateExpert #FinancialFreedom #CareerDevelopment #LifeCoaching #RealEstateInvesting #ProfessionalGrowth #BusinessStrategy #HighPerformance #Transformation #EntrepreneurialJourney #InspirationalStories #GoalSetting #AchievingSuccess

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    38 m
  • EP61 - Bryan Young: Breaking Barriers in Mortgage Lending with Home Lending Pal
    Jun 10 2024

    Dive into a detailed discussion with Bryan Young, CEO and co-founder of Home Lending Pal. This innovative geo-spatial analytics and AI company is transforming how financial institutions support community lending initiatives. Brian elaborates on the technology-driven solutions they provide, such as automating eligibility checks for various financial aid programs and integrating with loan officers' systems to enhance the mortgage process. The episode explores how Home Lending Pal not only aids under-served communities but also enriches the capabilities of loan officers with powerful AI tools and data-driven strategies.

    #HomeLendingPal #MortgageInnovation #CommunityLending #FinancialInclusion #AIinMortgage #GeospatialAnalytics #DownPaymentAssistance #HousingCounseling #MortgageTech #CreditOrgPartnership #PathfinderProgram #CRAInitiatives #LoanOfficerSupport #MortgageEducation #UnderservedCommunities #HomeBuyingJourney #MortgageIndustry #TechDrivenMortgage #MortgageProcessAutomation #FinancialLiteracy #HomeOwnership #AffordableHousing #MortgageAI #DigitalMortgageSolutions #CommunityReinvestment #MortgageCompliance #LendingTechnology #FinancialEmpowerment #InnovativeLending

    SPONSOR: Pre-Approve Me
    This episode is brought to you by Pre-Approve Me, an incredible tool dedicated to helping loan officers achieve a balanced work-life. Pre-Approve Me offers a comprehensive platform designed to automate tasks, enhance customer experiences, improve lead conversions, and build stronger referral partnerships. All this allows you to close more loans in less time. Check them out at Pre-Approve Me to learn more about how they can help streamline your processes.

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    30 m
  • EP60 - A Quarter Century in Mortgage Industry Evolution with Mike Cush
    May 28 2024

    In this episode of Conversations with a Recovering Loan Officer, Michael Neef interviews Mike Cush, a seasoned professional with a rich 25-year history in the mortgage industry. Starting from an accidental entry into the field, Mike shares his journey through various roles at PHH, corporate relocations, and high-net-worth client management. He discusses the unique challenges and strategies of working with affluent clients and managing a white-label lending service for major financial institutions. This episode offers a deep dive into the complexities and transformations within the mortgage sector, guided by Mike's extensive experience and innovative thinking.

    #MortgageIndustry #FinancialServices #HighNetWorthClients #MortgageProfessionals #HomeLoans #RealEstateFinance #LoanOfficers #MortgageTrends #CorporateRelocation #SalesStrategies #ClientManagement #MortgageTraining #LeadershipInFinance #InnovativeLending #ClientRelations #MortgageInsights #FinancialPlanning #WealthManagement #MortgageCareers #IndustryVeterans #HomeBuyingProcess #CreditManagement #LendingStrategies #RealEstateInvesting #FinancialAdvisors #ProfessionalDevelopment #IndustryChange #MortgageTech #BusinessDevelopment #MortgageNetworking

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    51 m
  • EP59 - Media Meets Mortgage: Clayton Collins Unveils the Future of HousingWire
    May 20 2024

    In this episode of Conversations with a Recovering Loan Officer, host Michael Neef chats with Clayton Collins, the visionary behind HW Media and its flagship, HousingWire. Clayton delves into his journey from investment banking to revitalizing HousingWire, emphasizing the blend of narrative journalism with data and research to enhance media's role in the mortgage industry. They explore the technological advancements reshaping media and discuss strategies for mortgage professionals to adapt to market changes effectively.

    #HousingWire #MortgageIndustry #MediaInnovation #RealEstateNews #MortgageTech #HousingMarket #EntrepreneurialJourney #BusinessMedia #MortgageProfessionals #IndustryLeadership #MortgageMarketing #RealEstateTrends #DigitalMedia #MortgageOriginators #MortgageServicing #MarketAnalysis #FinancialJournalism #TechIntegration #MortgageAdvising #MortgageNetworking #IndustryEvents #ProfessionalDevelopment #MediaAndData #MarketInsights #HomeBuyingProcess #LoanOrigination #MediaStrategy #EntrepreneurTips #BusinessGrowth #IndustryEvolution

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    33 m