Leaders In Lending is a show for lending professionals who want to grow their consumer lending programs and improve their consumer experiences. Consumers continue to expect faster, easier online experiences from every company—and our knowledgeable guests will share how they are bringing their organizations and lending products forward into the future. Every week, Leaders In Lending will bring you actionable advice and key learnings from experienced leaders to help you navigate the future of ...
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A podcast about private mortgage lending for residential and commercial real estate investors. It's also known as "hard money lending" or "bridge lending." Most of it is short-term financing with terms less than 2 years, but we also cover long-term loans. We focus on loan origination but also share insights about the capital side of the business.
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Welcome to the Lending Thoughts podcast, a Canadian Mortgage Broker’s top source for timely, industry-leading insights to help you become a better mortgage professional. Join Bekim Merdita, a trusted name in mortgages and the EVP of Rocket Mortgage Canada, as he hosts conversations with industry experts and leaders to keep you informed on the latest and greatest in the Canadian mortgage landscape. Let the Lending Thoughts podcast be your guide to growing your tactics, expertise, and ultimate ...
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A podcast for SBA Lenders
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Ladies in Lending is the go-to podcast for women in the mortgage industry looking for real talk and relevant insights. Hosted by a powerhouse group of seasoned professionals, this show dives into everything from the latest lending trends and market shifts to tackling the unique challenges facing mortgage pros today. With a laid-back vibe and plenty of humor, each episode is packed with practical strategies, insider tips, and relatable stories to help listeners thrive in this dynamic space. W ...
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Level up your mortgage and real estate career with actionable strategies and real results. Mortgage Lending Mastery is your go-to podcast for personal and professional growth, tailored specifically for industry professionals. Host Lady Jen Du Plessis delivers expert insights, proven tactics, and inspiring conversations to help you stop talking, start taking action, and achieve mastery in your business. Ready to work smarter, grow faster, and stand out in a competitive market? Tune in to Mort ...
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Welcome to the "Master Later Life Lending" podcast, designed specifically for equity release specialists and mainstream mortgage advisors who serve clients over the age of 50. Hosted by industry veteran Paul Glynn, our mission is to equip you with the knowledge and tools needed to excel in the dynamic world of later life lending. Each episode features in-depth discussions with leading experts, focusing on the unique financial needs of older borrowers. We tackle key issues such as dispelling ...
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The Modern Lending Podcast is designed to equip the local Mortgage Professional with the tools to evolve their businesses into the digital lending era.
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Host Mike Cooper talks with experts about lending. Get inspired and join us in our mission to make lending effortless and accessible.
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Coming to you from sunny Denver, Colorado; get ready for your weekly dose of unscripted conversation all about the housing industry in the Centennial State. Although their specialty is in mortgages, in this show they are transcending lending. And now your hosts, the most unconventional guys in conventional lending, the mortgage-in-laws!
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Lending on Call provides insights from senior lenders at America’s best-managed financial institutions and their partners.
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Are you ready to unlock the timely insights on consumer lending from industry leaders? Step into the world of cutting-edge financial innovation and balance sheet strategies with Consumer Lending Perspectives, the must-listen podcast for forward-thinking finance executives. In an era of rapid technological advancement and shifting consumer behaviors, staying ahead of the curve is essential. Join host Jeff Bogan, CFO at Upgrade and a fintech veteran, as he brings you episodes with C-Suite exec ...
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Houston Hard Money Lender
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In the episode you learn what micro lending is and how to do it.
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Bienvenue sur notre chaîne de podcast dédiée au prêt entre particuliers, ou P2P lending. Ici, nous explorons ce monde fascinant qui permet à des investisseurs privés de prêter directement de l'argent à des emprunteurs, sans passer par les canaux traditionnels des banques. Nous discutons des avantages du P2P lending, tels que des taux d'intérêt compétitifs pour les emprunteurs et des rendements attractifs pour les investisseurs, ainsi que des risques et des défis associés à ce type d'investis ...
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Welcome to Lending Leadership: the podcast designed for mortgage loan originators who are looking to elevate their careers and gain a competitive edge in the industry. Whether you're a seasoned professional or an aspiring loan officer, this podcast will have you clear to close with valuable insights, expert advice, and jaw-dropping stories from the cutting edge of the mortgage business. Lending Leadership is two powerful shows in one, alternating every week between The Mortgage Pros and The ...
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Explore the niche realm of hard money lending—a swift yet higher-risk loaning avenue based on collateral rather than credit scores. Uncover its rapid financing benefits, risks involved, and https://capitalfundingfinancial.com expert insights for borrowers seeking quick funds and investors eyeing unconventional lending opportunities.
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Blog by John McClellan of Supreme Lending. Year after year, a top ranked Austin Mortgage banker, helping Central Texas home buyers for 21 years.
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Welcome to The Truth About Lending Podcast, your weekly deep dive into Florida's dynamic real estate, loan and mortgage world, hosted by seasoned expert Melinda Payan, owner and president of The Truth About Lending. A licensed Loan Originator for over 25 years, Melinda offers practical, honest advice and guidance that is perfect for both loan specialists and homebuyers. Join Melinda as she sheds light on the intricacies of real estate and mortgage processes in Florida, discussing topics from ...
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The HES team created a super short podcast with the American Bankers Association to describe what HES lending solutions can do for your financial business or bank. Here are the key points we cover: 1) What lending needs and requirements can cover HES software? 2) How much time does it take to launch digital lending software for banks and how to go digital while leaving the existing Core Banking System in place? 3) Which types of lending businesses might be interested in our platform? Speaker ...
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This divorce podcast digs deep into issues of divorce that center around real property including the marital home and other real property and divorce mortgage planning. Helping divorcing homeowners and the members of the professional divorce team make more informed decisions regarding the home equity solutions during and after divorce. Hosted by the Divorce Lending Association.
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Central Coast Lending is a mortgage brokerage with offices across California's Central Coast: in San Luis Obispo, Morro Bay, Paso Robles and Arroyo Grande. Our company thrives by building an honest, efficient team of local experts who offered the lowest prices. Our loan officers know their product, the housing market, and the economy, and help educate clients to make the best possible decision. You can call us at 805.543.LOAN to learn more. Company owners Dan Podesto and Jason Grote started ...
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This podcast has been created specifically for English learners all over the world. I'd like to take you on a journey that involves you, me, and words in order for us to learn as much English as possible together. I had to learn English many years ago, so I know what it's like to sit in a corner, afraid, ashamed, and nervous to say something in English because you're terrified of making a mistake and being embarrassed. So you can improve your English while you listening, I give literature a ...
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9: How Great Property Data Saves Everyone Time and Money with Scott Larter
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WATCH ▶️ Watch this episode on YouTube *** EPISODE DESCRIPTION In this episode, Bekim is joined by Scott Larter. Scott is the VP of Business Development at OPTA Information Intelligence, and is also the VP of Data Solution Sales at FCT (First Canadian Title). OPTA and FCT entered a partnership in 2020 to focus on building data products for the mort…
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The Elon Musk of SBA Lending (Season Finale) feat. Chris Hurn | Ep. 170
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In this episode of The Art of SBA Lending, Ray Drew sits down with Chris Hurn to explore the complexities of entrepreneurship, leadership, and finance. Chris shares the story of winding down his previous company, Fountainhead, navigating the challenges of partnerships, and transitioning to his latest venture—a business bank in West Georgia. From ed…
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Maximize Your Reach: The Art of Repurposing Social Media Content with Lady Jen Du Plessis
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In this episode of Mortgage Lending Mastery, Lady Jen Du Plessis shares her expert advice on repurposing social media content to maximize exposure and grow your business. Jen provides practical tips on creating a 'daily digital deep dive,' making engaging video content, and leveraging AI to produce blogs, memes, and even ebooks. Tune in to learn ho…
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In this episode of the Ladies in Lending podcast, host Krista Russo sits down with the incredible Sue Woodard, a prominent figure in the mortgage industry. With over 35 years of experience, Sue shares her remarkable journey from starting as a processor to becoming an executive leader and a passionate advocate for customer service. In this episode, …
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Lessons in Leadership: Dave Holland’s Journey to Success
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Welcome back to Lending Leadership: The Mortgage Pros, your go-to podcast for everything leadership in the mortgage industry. In today's episode, we're turning the spotlight onto our very own co-host, Dave Holland. Rachel had a unique opportunity to sit down with Dave for an intimate, one-on-one conversation about his journey in the mortgage indust…
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How Can Advisors Provide Truly Holistic Advice in Later Life Lending?
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Send us your feedback! Unlock the secrets to thriving in the later life lending market with our expert guests, Liz Wilkie from Primus Mortgage Network and Graham Bradley from the Money Group. Gain actionable insights on how personalized advice can transform your approach to client care, particularly when it comes to affordability, health, and vulne…
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Evolving the Playbook: Tech, AI, and Customer-Centric Lending
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In banking, yesterday’s touchdowns don’t win today’s games. A great product is just the start — constant evolution is key to meeting ever-changing customer needs. In today’s episode, host Matt Snow sits down with Rhett Roberts, CEO and Co-Founder of LoanPro, for an in-depth look at the modern financial landscape. Rhett shares key insights from the …
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Rocky Butani interviewed Jennifer Young, Partner at Geraci LLP, to learn which states require a licensed to originate private mortgages (aka hard money loans) secured by investment real estate. Geraci LLP is the largest law firm in the United States for private lending and offers a variety of legal services - compliance, licensing, securities law, …
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Ep 3 Are We Seeing Recovery in Consumer Performance With Dr. Joseph Breeden
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Host Jeff Bogan, CFO at Upgrade, talks with Dr. Joseph Breeden, a seasoned expert in credit risk management. They explore the post-pandemic lending landscape, discussing factors such as score inflation, macroeconomic adverse selection, and data imperfections affecting the lending industry. “Consumers are not financially rational machines. And so it…
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Largest SBA Loan Service Provider Gets Acquired (again) feat. Mike Breckheimer | Ep. 169
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In this episode of The Art of SBA Lending, Ray sits down with Mike Breckheimer at NAGGL 2024 to discuss the ins and outs of starting a lender service provider (LSP) business and navigating the SBA ecosystem. Mike shares his extensive experience building turnkey solutions for banks, credit unions, and other institutions looking to outsource SBA loan…
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Unleashing Potential: 212 Degrees and Dream Teams
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In this episode of Mortgage Lending Mastery, Jen Du Plessis shares insights on achieving peak performance with the 212 degrees concept and the importance of building a dream team for sustained success. Discover how small changes can make a significant impact and learn strategies for assembling a supportive team to elevate your business. ___________…
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Saving Deals and Building Teams: Innovative Strategies from Success Mortgage Partners
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Join us for an inspiring episode of the Ladies in Lending podcast, where host Krista Russo sits down with Allison Johnston, the president of Success Mortgage Partners. With over 30 years of experience in the mortgage industry, Allison shares her unique journey, from her unexpected entry into the field to her rise in leadership. In this episode, you…
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8: Creating Scalable Business Systems with Rocket Pro's Brendan Woodfull
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WATCH ▶️ Watch this episode on YouTube *** EPISODE DESCRIPTION In this episode, Bekim is joined by Brendan Woodfull. Brendan is the Divisional VP of Sales for Rocket Pro, a Division of Rocket Mortgage Canada. Rocket Pro is a team dedicated to helping broker partners submit deals to the Rocket Mortgage Canada lending channel. A former NCAA athlete w…
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Mastering Social Media: Hooks, Content Strategy, and Effective Calls to Action for Mortgage Loan Officers
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Welcome back to Lending Leadership: The Creative Brief. In this episode, we dive into the world of social media strategies, sharing ways to effectively communicate with your audience and what we consider the essentials of intentional social media engagement. We start by emphasizing the importance of intentionality in social media. It’s not just abo…
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Enhancing Financial Advisory Skills for Later Life Lending
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Send us your feedback! Unlock the secrets of the later life lending market as we bring you insights from industry leaders Will Hale of Key Group and Martin Reynolds of Simply Biz Mortgages. This episode promises to equip you with the knowledge to navigate the crucial decision of advising clients directly or referring them. Explore the commercial dy…
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Mortgage Market Predictions and Strategic Advice with Phil Crescenzo Jr.
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Join us as we delve into an insightful discussion with Phill Crescenzo Jr., a top mortgage producer with over 20 years of experience. Phill shares his perspectives on the current market, the impact of recent interest rate changes, and strategies for thriving in the mortgage business amidst uncertainties. ______________________ Connect with Lady Jen…
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Empowering Women in Lending: Sue Meitner's Journey from Post-Closing to CEO
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Join Krista Russo and Sue Meitner, the president and founder of Centennial Lending Group, in this inspiring episode of the Ladies in Lending podcast! Discover Sue's incredible journey from a post-closer to leading a successful mortgage company, and learn how she has impacted countless lives along the way. In this episode, Sue shares her unique pers…
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7: Funding Mortgages in 24 Hours with FundMore.ai's Chris Grimes
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WATCH ▶️ Watch this episode on YouTube *** EPISODE DESCRIPTION In this episode, Bekim is joined by Chris Grimes. Chris is the Co-Founder & CEO of FundMore.ai, and has worked in the financial industry for 20 years. Gaining experience in wealth management, credit lending, and mortgage origination, he is passionate about advancing the mortgage industr…
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Mastering Time Management: Boundaries, Balancing, and Routines for Mortgage Pros
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Welcome back to Lending Leadership: The Mortgage Pros. Today, we’re diving into a topic that might seem mundane at first, but is absolutely crucial for both your professional success and personal well-being—time management. Coordinating schedules for our podcast isn't always a breeze, and managing time effectively is something we constantly grapple…
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The Fixer: Managing Risk and Taking Names feat. Brent Ciurlino | Ep. 168
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In this episode of The Art of SBA Lending Ray is joined by Brent Ciurlino at NAGGL as they unpack Brent’s background in risk management and where he got his reputation as: "the fixer” Brent held significant roles, including the Director of Asset Marketing at the FDIC and several senior positions within SBA-regulated entities. His current position i…
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How Can Technology Revolutionise Later Life Lending?
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Send us your feedback! Discover how technology is revolutionising the later life lending landscape with financial services veteran Dave Miller from Fintel. Gain insights into how digital tools are not just enhancing client meetings and document management, but are also offering older customers more flexible, efficient services tailored to their nee…
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Calculated Risks and Unstoppable Growth: Sarah Cox's Path to Success
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Join us for an inspiring episode of Ladies in Lending as host Krista Russo sits down with the incredible Sarah Cox. In this episode, Sarah shares her remarkable journey into the mortgage industry, from her humble beginnings in Tucson, Arizona, to becoming a successful loan originator in Texas. Discover how Sarah navigated challenges, embraced risks…
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From Polls to Partnerships: Election Season and the NCUA’s Role in Modern Lending
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In a world where technology rapidly reshapes financial systems, credit unions must innovate to stay ahead. In this episode, host Matt Snow chats with Nat Hoopes, Head of Public Policy at Upstart, as they navigate the fintech landscape and highlight the importance of actionable insights from industry professionals. They discuss the evolving role of …
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6: Why a Great Real Estate Process is Like "The Bear" with Deeded's Reuven Gorsht
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WATCH ▶️ Watch this episode on YouTube *** EPISODE DESCRIPTION In this episode, Bekim is joined by Reuven Gorsht. Reuven is the Founder & CEO of Deeded from Toronto, Ontario, who's an entrepreneur with a passion for solving big, challenging problems. Reuven has helped transform and evolve multi-billion dollar corporations into new business models, …
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Holiday Gifting for Mortgage Officers: Creative Ideas to Show Your Contacts You’re Thinking of Them
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Welcome back to Lending Leadership: The Creative Brief. Today, we're diving into the festive season with a special focus on holiday gifting. As the holidays approach, it's crucial for businesses to think ahead and plan thoughtful gifts for their team, clients, and business partners. It's not just about the act of giving, but how you can leverage ho…
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The Rise of American Heritage Lending
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Rocky Butani interviewed Dave Orloff, CEO of American Heritage Lending, a national direct private lending company based in Irvine, California. They offer a variety of financing options to residential real estate investors in 45 states: DSCR 30-year rental loans, fix & flip, ground-up construction and short-term bridge loans. The company has grown i…
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SBA Operations: The Backbone of The Industry feat. Jackie Bogdan | Ep. 167
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This week on The Art of SBA Lending Podcast we have another special guest joining us for an interview live from the NAGGL conference in Vegas. Welcome Jackie Bogdan! We’re getting into all things operations, execution and closing. Tune in now and subscribe to stay in the loop for more episodes! This episode is sponsored by: CORPSMART CORPSMART is a…
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Adapting to Consumer Duty and Beyond
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Send us your feedback! Unlock the keys to mastering later life lending in our episode featuring insights from Kelly Melville-Kelly of the Equity Release Council and Ollie Jones from Deloitte. Learn how the latest consumer duty regulations are reshaping the advisory landscape, making it imperative for financial advisors to adapt and thrive. With Kel…
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Mastering Real Estate Marketing with Mike Cuevas
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In this engaging episode of Mortgage Lending Mastery, Jen Du Plessis sits down with Michael Cuevas, founder of Referral Suite, to discuss strategies for generating referrals, marketing your database, and building strong client relationships. ______________________ Connect with Lady Jen Connect and Schedule a Strategy call at https://supportfromjen.…
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Finding Your Voice: The Importance of Visibility and Opportunity in Your Career
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Join us for an inspiring episode of the Ladies in Lending podcast, hosted by Krista Russo, as she sits down with the phenomenal Maureen Krist. With over 26 years of experience in the mortgage industry, Maureen shares her incredible journey from real estate to becoming a successful sales and fulfillment manager at major companies like Citibank and B…
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5: Professionalism Over Politeness with Rocket Mortgage Canada's Alex Meloche
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WATCH ▶️ Watch this episode on YouTube *** EPISODE DESCRIPTION In this episode, Bekim is joined by Alex Meloche. Alex is the Divisional VP of Sales at Rocket Mortgage Canada. He has been with the company since May of 2020. Born and raised in Windsor, Ontario and coming from a big family, Alex picked up strong communication and story-telling skills …
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Smart Business Planning Strategies for Mortgage Loan Originators
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Welcome back to Lending Leadership: The Mortgage Pros! In today's episode, we're talking about a topic that loan originators don’t want to talk about: business planning. We're discussing why having a business plan and a roadmap for success, guided by thoughtful critique from mentors and leaders, is indispensable. We explore the concept of focusing …
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Adding Value to your Team, Your Bank, & Your Borrowers feat. Michael Johnston | Ep. 166
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In this episode of The Art of SBA Lending Ray is joined by Michael Johnston at NAGGL as they explore Michael’s journey from BDO to national sales manager and his approach to driving value at every stage of the SBA lending process. Michael shares his vision of SBA lending in today’s evolving landscape, where efficiency, accountability, and teamwork …
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How Are Rising Interest Rates Shaping the Future of Later Life Lending?
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Send us your feedback! Discover the untapped potential of later life lending in a world of rising interest rates and economic challenges. Join us as we promise to unravel the complexities of this evolving market landscape with insights from industry leaders Mike Batty from Legal & General and Alistair McQueen from Aviva. We tackle the critical ques…
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The Power of Connection and Community in the Lending Industry
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In this debut episode of the Ladies in Lending podcast, host Krista Russo sits down with Theresa Sprague, National Director of Growth and Development at Success Mortgage Partners, to explore the origins and mission of the Ladies in Lending initiative. Born from a casual conversation at a company gala, Ladies in Lending has grown into a thriving com…
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Lessons Learned: Equipping Businesses for Future Crises Post-Pandemic
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In the face of unprecedented challenges brought on by the COVID-19 pandemic, small businesses across the nation have demonstrated remarkable resilience and ingenuity, adapting to new realities and discovering innovative ways to survive. On today's episode, host Matt Snow is joined by special guest, Chris Pilkerton, the former head of the Small Busi…
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4: Building Lasting Referral Relationships with 8Twelve Mortgage's Gary Fooks
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WATCH ▶️ Watch this episode on Youtube *** EPISODE DESCRIPTION In this episode, Bekim is joined by Gary Fooks. Gary is the Co-Founder & CEO of both 8Twelve Mortgage & 8Twelve Financial Technologies from Toronto, Ontario, who stumbled across the mortgage industry at the end of 2014. From working on Wall Street to scaling sales organizations with tec…
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Getting the Most from Your Marketing Team: Key Deliverables for Mortgage Success
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Welcome back to Lending Leadership: The Creative Brief. Today, we're diving into a crucial topic for loan officers: the role of your marketing department in supporting your business. We often hear varying feedback on the level of marketing support provided across different companies. This episode aims to clarify what you should be expecting from yo…
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The Future of the SBA 7a Program feat. Mike Breckheimer, Charles Rho, & Bob Coleman | Ep. 165
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This week on The Art of SBA Lending we’re bringing you through the evolution of The SBA. What started as a small-scale government program in 1953 has grown into a $35+ billion industry, touching every corner of U.S. business. In this episode, The Art of SBA Lending explores the dynamic story of SBA 7(a) – and the potential paths it might take. Ray …
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The Balance of Soft and Hard Skills for Success with Lady Jen Du Plessis
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In this episode of Mortgage Lending Mastery, Lady Jen Du Plessis discusses the importance of balancing hard and soft skills in the mortgage industry. She explains how soft skills enhance client relationships and how hard skills are crucial for technical proficiency. Jen's insights aim to help professionals align both skill sets to achieve better re…
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EP 2 What is the Secondary Market Signaling About the State of Financial Institutions?
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Jeff Bogan welcomes John Toohig, Managing Director at Raymond James and Head of Whole Loan Trading Group. John shares his extensive knowledge on the impact of recent rate increases on banks and credit unions, particularly in the consumer loan space. They examine the performance and strategies of these financial institutions in 2022 and 2023, discus…
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3: Leading Your Tribe with Tribe Financial’s Frances Hinojosa
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WATCH ▶️ Watch this episode on Youtube *** EPISODE DESCRIPTION In this episode, Bekim is joined by Frances Hinojosa. Frances is the Co-Founder, Principal Broker, and CEO of Tribe Financial Group from Oakville, Ontario, who's won numerous accolades over her 30 years in the mortgage industry. A seasoned leader whose career spans from starting in the …
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EP 1 Introduction to the Consumer Lending Perspectives with Host Jeff Bogan
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In this introductory episode of Consumer Lending Perspectives, host Jeff Bogan, CFO of Upgrade, shares his background in finance and the motivation behind launching the podcast. Jeff discusses his journey from advising financial institutions to leading fintech initiatives, with the goal of modernizing consumer finance. "The finance industry is chan…
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Stay or Go? A Mortgage Originator’s Guide to Changing Companies
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Welcome back to Lending Leadership: The Mortgage Pros! One of the major themes of this episode is the job market dynamics within the mortgage industry. We dissect the statistical trend showing a significant percentage of loan originators contemplating job changes, particularly during the quieter Q4 period. The discussion covers the average tenure o…
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Are you ready to unlock the timely insights on consumer lending from industry leaders? Step into the world of cutting-edge financial innovation and balance sheet strategies with Consumer Lending Perspectives, the must-listen podcast for forward-thinking finance executives. In an era of rapid technological advancement and shifting consumer behaviors…
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What It Takes to Create Raving Fans in SBA Lending feat. Charles H Green, Chris Hurn, & Javier Jorge | Ep. 164
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45:49
What does it take to make your borrowers so happy that they can’t stop talking about their experience? In this episode of The Art of SBA Lending, Ray Drew is joined by a panel of SBA lending pros to discuss how to elevate your customer service game and turn borrowers into raving fans. SBA loans can be complex, and the journey to closing is rarely e…
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Finder, Minder, Grinder: Strategies for Success
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This episode of Mortgage Lending Mastery with Lady Jen Du Plessis delves into her 'Finder, Minder, Grinder' concept. Jen shares strategies for managing business activities to reduce stress and enhance productivity in the mortgage industry. _______________________ Join the Mortgage Lending Mastery Community LinkTree: https://linktr.ee/jenduplessis S…
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Private Lending Insights Podcast Overview
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In the first episode of Private Lending Insights, Rocky Butani, provides an introduction and overview of the podcast, which is hosted by Lender Link. We operate PrivateLenderLink.com, a website were real estate investors and mortgage brokers find direct private lending companies (aka hard money lenders) throughout the United States.…
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Rising Above the Liquidity Crisis: Navigating Interest Rate Changes with Strategic Oversight
32:47
32:47
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32:47
Can credit unions turn economic setbacks into stepping stones for success? Today, we sit down with Dustin Holmberg, Chief Revenue and Lending Officer at Clearview Federal Credit Union. With $2 billion in assets and a vibrant community of 120,000 members, Clearview is not only surviving but thriving in today’s financial landscape. In this episode, w…
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Navigating the Mortgage Industry: Creative Marketing Tips for Loan Officers
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Welcome to Lending Leadership: The Creative Brief, your go-to podcast for marketing tips tailored for loan officers. In our inaugural episode, we dove right into the unique journeys that led us to the mortgage marketing space. While nobody grows up dreaming of working in mortgages, life's twists and turns bring us to unexpected and fulfilling caree…
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