The following guest sits down with host Justin White:

• Cory Bohman, Mortgage Loan Originator – Grow Mortgage


Making Yourself Stand Out by Making Clients Feel Like You Truly Care About Them

Of all the ways mortgage loan originators try to gain an edge over their competition, one that’s often overlooked is simply caring about the client. How can mortgage brokers create a memorable experience and a client for life? Listen to Episode 75 of Good. Better. Broker. as we talk with a mortgage veteran with over 25 years of experience whose calling card is treating her borrowers like family.

In this episode of the Good. Better. Broker. podcast, you’ll learn how to gain repeat business and referrals by making clients feel special.


In this episode, we discuss ...

• 1:49 – why Cory’s relationships with her clients are vital to her success
• 2:52 – Cory’s background in operations and underwriting and how it helps her as an LO
• 4:11 – why Cory lets her clients know early on that she cares about them
• 5:44 – the importance of customizing communication with clients
• 8:02 – how Cory sets up the client experience for success
• 11:35 – frequency of communication with clients
• 14:39 – what Cory does to create a ‘wow factor’ for her clients
• 17:30 – what Cory does for a client when a loan is cleared to close
• 18:19 – Cory’s follow-up process once a loan is closed
• 20:29 – how data analytics help guide Cory’s actions
• 23:27 – Cory’s message for other LOs on creating a memorable client experience


Show Contributor:

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Justin White is UWM’s in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.

Connect with Justin on LinkedIn, Instagram or Twitter


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Head to uwm.com to see the latest news and updates.

The following guest sits down with host Justin White:

• Enrique Braunschweiger – Brokerowner, First West Financial


Consistently Getting Loans Requires a Business Plan for Short- and Long-Term Success

“What is your plan today to get more loans?” That’s the question Enrique Braunschweiger poses to every loan originator who asks for his help. What does a successful plan look like and why is it important to have one? Tune into Episode 74 of Good. Better. Broker. as we talk with a mortgage broker who doubles as a coach and helps other brokers put together a plan to bring in business.

In this episode of the Good. Better. Broker. podcast, you’ll learn why having a blueprint is essential to consistent success.


In this episode, we discuss ...

• 1:44 – why Enrique believes mortgage loan originators need a business plan
• 2:36 – why mortgage brokers can’t wait for loans to come to them
• 3:38 – the four main areas Enrique covers with his coaching clients
• 5:31 – where Enrique starts when helping brokers put together a blueprint
• 6:52 – why Enrique works backward when developing strategies
• 7:53 – why Enrique has always invested in coaching
• 10:04 – what’s required to achieve goals as a loan originator
• 11:20 – why Enrique puts together coaching plans with his clients
• 12:27 – the question Enrique asks every broker who calls him for help
• 13:55 – why Enrique enjoys helping other mortgage brokers
• 15:22 – The role AI plays in putting together a successful business plan
• 16:58 – Enrique’s message for other loan originators on making adjustments


Resources mentioned in this episode:

AIME
Success Track


Show Contributor:

Connect on LinkedIn
Connect on Facebook
Connect on Instagram

Justin White is UWM’s in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.

Connect with Justin on LinkedIn, Instagram or Twitter


Connect with UWM on Social Media:

• Facebook
• LinkedIn
• Instagram
• Twitter
• YouTube

Head to uwm.com to see the latest news and updates.

The following guest sits down with host Justin White:

• Amir Nurani – Broker-owner, Left Coast Leaders


Harnessing the Power of Technology to Build a Consumer-Direct Business Model

In mortgages or any business, you want to be where the customer is. How can loan originators put themselves in position to be found when borrowers search online for a mortgage? Tune into Episode 73 of Good. Better. Broker. as we talk with a tech-savvy mortgage broker whose systems prioritize customer acquisition and retention.

In this episode of the Good. Better. Broker. podcast, you’ll learn strategies for implementing a successful customer-direct business model.


In this episode, we discuss ...

• 1:28 – what the customer experience means to Amir
• 2:48 – how Amir’s love of technology impacts his business strategy
• 3:35 – Amir’s biggest priorities as a broker-owner
• 4:51 – how Amir learned how to build technology systems
• 6:37 – why Amir thinks customer acquisition is the toughest part of the mortgage business
• 7:41 – Amir’s perspective on lead generation
• 9:26 – managing volume while nurturing a client base
• 10:48 – why brokers are set up to succeed in lead generation
• 12:15 – how Amir built his technology platform the way he did
• 15:01 – why it’s important to take advantage of automation
• 16:43 – how Amir’s system helps his originators with talk time
• 18:37 – Amir’s message to others considering a consumer-direct business model
• 20:26 – how the NAR settlement will impact lead flow


Resources mentioned in this episode:

Salesforce


Show Contributor:

Amir Nurani
Connect on LinkedIn
Connect on Facebook
Connect on Instagram

Justin White is UWM’s in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.

Connect with Justin on LinkedIn, Instagram, or Twitter


Connect with UWM on Social Media:

• Facebook
• LinkedIn
• Instagram
• Twitter
• YouTube

Head to uwm.com to see the latest news and updates.