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Innhold levert av FundLoans. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av FundLoans eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/lost-cultures-living-legacies">Lost Cultures: Living Legacies</a></span>


What happens to a place when the cultures within it change over time? Lost Cultures: Living Legacies, a new podcast from Travel + Leisure, spotlights destinations that have experienced significant cultural shifts throughout history. We reveal how they build upon and complement one another, while preserving their traditions. Through conversations with archeologists, academics, artists, and local members of the communities, we recount the evolution of these enduring cultures from their beginnings to modern day. Upcoming episodes feature the Ainu in Japan, the Maya in Mexico, the Tongva in California, the Nubians in Egypt, and many more. New episodes every Wednesday starting April 19.
Million Dollar Mortgage Experience
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Innhold levert av FundLoans. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av FundLoans eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
As the number of self-employed borrowers sky-rockets, the Million Dollar Mortgage Experience is here to make sure you have the skills, mindset, and ideas required to crush it in the Jumbo - Super Jumbo Non-QM market. Are you ready? This podcast is meant for mortgage professionals only. Visit our website at www.FundLoans.com
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130 episoder
Merk alt (u)spilt...
Manage series 2432761
Innhold levert av FundLoans. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av FundLoans eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
As the number of self-employed borrowers sky-rockets, the Million Dollar Mortgage Experience is here to make sure you have the skills, mindset, and ideas required to crush it in the Jumbo - Super Jumbo Non-QM market. Are you ready? This podcast is meant for mortgage professionals only. Visit our website at www.FundLoans.com
…
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130 episoder
Усі епізоди
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Million Dollar Mortgage Experience

1 Luxury Lending Strategies: Skooter Leon (Ep. #128) 44:45
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Ubaldo V. Leon III, known as "Skooter," is a Branch Manager at CrossCountry Mortgage. He is a Top 1% Mortgage Professional in the Nation, recognized for delivering superior mortgage solutions. In episode #128 of the Million Dollar Mortgage Experience, Jon and Skooter discuss Skooter's start in the industry, working with realtors on Selling Sunset and Million Dollar Listing, how to earn a reputation as a trusted advisor, benefits of non-QM loans, closing a $7.5M loan with FundLoans, his biggest challenge (hint: educating), maintaining a good work-life balance, world travel, and raising kids. Connect with Skooter on Instagram @skooterleon.Learn about FundLoans mortgage programs: FundLoans.com/loan-products Price a loan: fundloans.com/quick-pricer2 Talk with an Account Executive: fundloans.com/our-team…
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Million Dollar Mortgage Experience

1 Strategies to Build a Mortgage Powerhouse: Thuan Nguyen (Ep. #127) 46:36
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Thuan Nguyen is the CEO of Loan Factory, one of the fastest growing mortgage brokerages in the country with over 1,100 loan officers. He closed 11,000 loans in 2020 and 2021 by prioritizing service and efficiency. In episode #127 of the Million Dollar Mortgage Experience, Jon and Thuan discuss moving to the US without knowing any English and eventually starting a business, Loan Factory’s business model, adapting to the market downturn by shifting focus from refinances to purchases, strategies for maximizing loan production and navigating market changes, and non-QM loans. Connect with Thuan by searching for “Loan Factory” online. Learn about FundLoans mortgage programs: FundLoans.com/loan-products Price a loan: fundloans.com/quick-pricer2 Talk with an Account Executive: fundloans.com/our-team…
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Million Dollar Mortgage Experience

1 Originators Go Here to Put Their Career in High Gear: LaDonna Lockard (Ep. #126) 1:07:07
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LaDonna is the CEO of Maximum Acceleration, the premier provider of mortgage education where originators go to put their career in high gear. Maximum Acceleration is a cutting-edge NMLS-approved provider of mortgage continuing education. Their mission is to provide the highest quality education at the most affordable prices. In episode #126 of the Million Dollar Mortgage Experience, Jon and LaDonna discuss how LaDonna found her way to leading a continued education company, topics and takeaways from Maximum Acceleration courses, how brokers can excel in today’s market, non-QM loans, and meditation & wellness. Connect with Ladonna on maxclass.com or instagram.com/maximumacceleration/ Learn about FundLoans mortgage programs: FundLoans.com/loan-products Price a loan: fundloans.com/quick-pricer2 Talk with an Account Executive: fundloans.com/our-team…
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Million Dollar Mortgage Experience

1 The Best Loans for Business Owners and Investors: Alejandro Szita (Ep. #125) 1:16:20
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Alejandro Szita has been involved with real estate and loans since 2006. He specializes in serving artists and entrepreneurs as he expertly maneuvers the ins and outs of mortgages for self-employed borrowers. In episode #125 of the Million Dollar Mortgage Experience, Jon and Alejandro discuss working with self-employed clients, how P&L loans can be a game changer, why Alejandro chooses FundLoans for non-QM, DSCR for business owners and investors, asset-based loans, working with artists, and how brokers can excel in today’s market. Connect with Alejandro on LinkedIn (linkedin.com/in/alejandroszita) or his website prosperity-lending.com Learn about FundLoans mortgage programs: FundLoans.com/loan-products Price a loan: fundloans.com/quick-pricer2 Talk with an Account Executive: fundloans.com/our-team…
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Million Dollar Mortgage Experience

1 Building a Community for Elite CPAs: Alex Sonkin (Ep. #124) 1:15:25
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Alex Sonkin is the Founder of Virtual Family Office Hub as well as The Due Diligence Project, which is a revolutionary platform and a community of elite CPA firms, law firms, family offices, and best-in-class specialty firms. In episode #124 of the Million Dollar Mortgage Experience, Jon and Alex discuss his companies - Virtual Family Office Hub and the Due Diligence Project, how these companies connect CPAs to Fortune 500 companies and successful people to help solve their complex tax issues, common misconceptions about taxes, how Alex's wife founded GoMacro, and a failure that ended in a positive outcome (hint: building a city in Panama). Connect with Alex at LinkedIn (linkedin.com/in/alexsonkin) or his websites DueDiligenceProject.com or VFOHub.com Learn about FundLoans mortgage programs: FundLoans.com/loan-products Price a loan: fundloans.com/quick-pricer2 Talk with an Account Executive: fundloans.com/our-team…
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Million Dollar Mortgage Experience

1 Grit Leads to Success: Bryce and Brant Aberg (Ep. #123) 1:13:16
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Bryce and Brant Aberg are Vice Chairmen at Cushman & Wakefield. Brant oversees institutional leasing throughout San Diego county for over 20 million square feet and Bryce co-leads the west coast capital markets for Cushman & Wakefield. In episode #123 of the Million Dollar Mortgage Experience, Jon, Bryce, and Brant discuss their career paths getting started at Cushman & Wakefield, tips on negotiation and sales, how to build client relationships, the state of commercial real estate in San Diego, and the future of the economy and real estate. Connect with Brant and Bryce at cushmanwakefield.com Learn about FundLoans mortgage programs: FundLoans.com/loan-products Price a loan: fundloans.com/quick-pricer2 Talk with an Account Executive: fundloans.com/our-team…
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Million Dollar Mortgage Experience

1 From Homeless as Teenagers to Entrepreneurs & Thrill Seekers: Karnezis Brothers (Ep. #122) 1:26:18
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Eric and Anthony Karnezis are entrepreneurs, thrill-seekers, and philanthropists. Eric shares his life experiences through memoirs and podcasts, hoping to inspire others to persevere through challenges and find their purpose. In episode #122 of the Million Dollar Mortgage Experience, Jon, Eric, and Anthony discuss growing up with parents who were arrested for selling drugs, getting arrested for armed robbery, driving sports cars and motorcycles, getting into Cal Poly San Luis Obispo even as a high school dropout, building a successful credit card processing company, Eric’s book, “Golden Scissors,” philanthropy, thrill seeking through paragliding, dirt biking, and driving fast cars. Connect with Eric at erickarnezis.com or @eric_karnezis on Instagram Learn about FundLoans mortgage programs: FundLoans.com/loan-products Price a loan: fundloans.com/quick-pricer2 Talk with an Account Executive: fundloans.com/our-team…
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Million Dollar Mortgage Experience

1 Multi-Platinum Producer and Engineer for Kanye: David Cook (Ep. #121) 1:32:41
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David Cook is a multi-platinum producer, mix engineer, and songwriter based in California and Colorado. He played guitar and sang vocals for a band named “My Favorite Highway,” which signed a major labor record deal with Virgin Records. Since then, he has worked with Kanye West, Tate McRae, and Phil Wickham. In episode #121 of the Million Dollar Mortgage Experience, Jon and David discuss growing up playing music in church, touring with a band and signing a major label record deal, working with Kanye West on Sunday Service, loan processing, how to use your personality and talent to attract new clients, Hydrate Wellness Spa in Encinitas, and Dave’s favorite tequila. See David’s work at splashofsoda.com Begin your wellness journey at hydratespa.com Learn about FundLoans mortgage programs: FundLoans.com/loan-products Price a loan: fundloans.com/quick-pricer2 Talk with an Account Executive: fundloans.com/our-team…
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Million Dollar Mortgage Experience

1 We Drink Tequila and Fund Loans: Preston Caffrey (Ep. #120) 1:04:17
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Preston Caffrey is President of Ocean Equity Solutions, a mortgage brokerage in San Diego as well as the co-founder of We Drink Tequila. During episode #120 of the Million Dollar Mortgage Experience, Jon and Preston discuss Preston’s path from tie salesman to successful mortgage broker, originating 67 loans in one month during COVID, the benefits of locking in a low interest rate, the easiest non-QM loan to sell, DSCR real estate investment loans, Jon and Preston’s subscription tequila company (We Drink Tequila), characteristics of different tequila types (Plata (Blanco), Reposado, Añejo, and Extra Añejo, and why it’s worth spending the extra money for good tequila. Learn more at wedrinktequila.com Learn about FundLoans mortgage programs: FundLoans.com/loan-products Price a loan: fundloans.com/quick-pricer2 Talk with an Account Executive: fundloans.com/our-team…
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Million Dollar Mortgage Experience

1 Real Estate Expert & Investment Strategist: Andy Dane Carter (Ep. # 119) 1:04:16
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Andy Dane Carter is a real estate expert, investment strategist, author, and keynote speaker. During episode #119 of the Million Dollar Mortgage Experience, Jon and Andy discuss Andy’s transition from a real estate investor to agent, how Andy built a real estate empire in Long Beach using social media, YouTube, and print marketing, selling luxury homes, finding high-end clients, marketing to wealthy clients, tips for brokers to become a preferred lender, a hot take on whether it’s a good time to buy or sell, the NAR settlement and how it will impact the industry, and cherishing moments with family and kids. Search "Andy Dane Carter” online to find Andy’s social media accounts and website. Learn about FundLoans mortgage programs: FundLoans.com/loan-products Price a loan: fundloans.com/quick-pricer2 Talk with an Account Executive: fundloans.com/our-team…
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Million Dollar Mortgage Experience

1 Effort Equals Reward: Non-QM Rainmaker Eric Morgenson (Ep. #118) 1:16:10
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Eric Morgenson is the Vice President of Business Development at Angel Oak. For the past 30 years he’s built a successful career in real estate, sub-prime and non-QM alternative mortgage solutions. He’s one of the top producers of non-QM loans in the country. During episode #118 of the Million Dollar Mortgage Experience, Jon and Eric discuss: How to close more loans with non-QM programs Why non-QM is in demand in today’s market Details on the different non-QM programs like bank statement 2nd and DSCR Borrower personas for each type of non-QM program and where to find these clients Missed opportunities in the mortgage industry Ideas to find new business and build relationships Technology and how it will affect mortgage jobs Manifestation Habits that contribute to success and happiness Advice for mortgage brokers Learn about FundLoans mortgage programs: FundLoans.com/loan-products Price a loan: fundloans.com/quick-pricer2 Talk with an Account Executive: fundloans.com/our-team…
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Million Dollar Mortgage Experience

1 Make your Mark in a Competitive Landscape: Kimberly Koll (Ep. #117) 1:11:04
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Kimberly Koll is a seasoned real estate professional based in San Diego and the founder of Heritage Homes. During episode #117 of the Million Dollar Mortgage Experience, Jon and Kimberly discuss Kimberly’s inspiration to start a real estate career, Heritage Homes (her firm), the NAR settlement, the San Diego luxury market, niches (specifically Kim being a Seniors Real Estate Specialist and certified Military Relocation Professional), and tips for brokers to become a preferred lender (how to stand out). To contact Kimberly, visit her website heritagehomesre.com or call her directly at (858) 231-4997. Learn about FundLoans mortgage programs: FundLoans.com/loan-products Price a loan: fundloans.com/quick-pricer2 Talk with an Account Executive: fundloans.com/our-team…
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Million Dollar Mortgage Experience

1 Boxing Champion and King of the Uppercut: Paul “The Ultimate” Vaden (Ep. #116) 1:26:35
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Paul “The Ultimate” Vaden is a former professional boxer with a record of 29 and 3 who held the IBF light middleweight title in 1995. Paul remains the only native San Diegan to grow up to be a professional boxer. Today Paul is a motivational speaker, mentor, consultant and author. During episode #116 of the Million Dollar Mortgage Experience, Jon and Paul discuss when Paul realized he wanted to be a boxer, Paul’s boxing career, becoming a champion, the origin of his nickname, “The Ultimate,” YouTube stars in boxing (Jake Paul vs. Mike Tyson), Ryan Garcia, Paul’s secret to success, Paul’s company, Answer the Bell, advice for salespeople, and Paul’s favorite failure story. Follow Paul at @paul_vaden or find his website at answerthebell.com Learn about FundLoans mortgage programs: FundLoans.com/loan-products Price a loan: fundloans.com/quick-pricer2 Talk with an Account Executive: fundloans.com/our-team…
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Million Dollar Mortgage Experience

1 Power Couple Sets Sights on $2.5 Billion Deal: Chris & Aleyna Groves (Ep. #115) 1:02:20
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Chris and Aleyna Groves are the CEO and COO of Groves Capital, a residential and commercial lender based in San Diego, CA. During episode #115 of the Million Dollar Mortgage Experience, Jon, Chris, and Aleyna discuss running a company together, the secrets to being a successful entrepreneur, the importance of non-QM loans, how to use social media to build your business, tips for mortgage brokers to crush it, self-improvement and healthy lifestyle (exercise, diet, mindset), and supercars. Follow Chris and Aleyna @ceogrovescapital, @aleynagroves, @grovescapitalofficial Learn about FundLoans mortgage programs: FundLoans.com/loan-products Price a loan: fundloans.com/quick-pricer2 Talk with an Account Executive: fundloans.com/our-team…
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Million Dollar Mortgage Experience

1 Best of Both Worlds: Juan Munoz - Broker & Agent (Ep. #114) 54:45
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Juan Munoz is a realtor and mortgage broker at First Choice Home Team. He’s bilingual and used to work in the private banking world. During episode #114 of the Million Dollar Mortgage Experience, Jon and Juan discuss Juan’s career path, advantages of working as both a realtor and broker, the benefits of non-QM loans (especially bank statement 2nd mortgages), dealing with tough competition, automation and AI, and building client relationships. Follow Jordan @calljuanmunoz or find him at 1stchoiceteamrealestate.com. Learn about FundLoans mortgage programs: FundLoans.com/loan-products Price a loan: fundloans.com/quick-pricer2 Talk with an Account Executive: fundloans.com/our-team…
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Million Dollar Mortgage Experience

1 Sommelier Serving Mortgage Brokers as FundLoans' #1 AE: Shane Colson 55:40
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In episode #98 of the Million Dollar Mortgage Experience Podcast, Jon Maddux talks with Shane Colson, an experienced account executive with a demonstrated history of working in the financial services industry. Shane specializes in wholesale non-QM mortgage sales, alternative income mortgage loans, and agency fallout. Before getting into the mortgage industry he was heavily involved in luxury hotel food and beverage service and management. Shane passed the Level I Court of Master Sommeliers exam. During this podcast, Jon and Shane discuss how a hospitality background translates into serving mortgage brokers, Shane's favorite aspects of Non-QM loans, Shane's favorite loan programs (DSCR and Alt-Doc), finding fulfillment in funding loans, what differentiates FundLoans, tips to help brokers close more loans with non-QM, how brokers can find more business, missed opportunities in the mortgage industry, and Shane's Sommelier status. Learn more about FundLoans and our industry-leading non-QM loan programs at fundloans.com .…
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Million Dollar Mortgage Experience

1 This Real Estate Agent Sold a Home for $24.9 Million 1:18:47
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Eric Iantorno is a highly regarded and award-winning Realtor specializing in San Diego luxury homes. Eric is recognized as the #1 individual agent at Pacific Sotheby’s and annually ranks in San Diego’s top 3 individual agents by sales volume. Eric has closed some of the highest priced sales ever recorded in San Diego. During this episode, Jon and Eric discuss Eric's career path in real estate, what it's like working with high-end luxury clients, selling a $24 million dollar home in San Diego, how to become a preferred mortgage broker for a luxury real estate agent, self-employed homebuyers, and non-QM Loans. To get ahold of Eric and his team, visit: ericiantorno.com. Learn more about FundLoans, our industry-leading non-QM loan programs, and Jon Maddux at fundloans.com.…
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Million Dollar Mortgage Experience

1 How to Generate a Competitive Return with Moderate Risk 35:38
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John Lloyd is the President and Co-Founder of Fidelis Private Fund, a direct portfolio lender specializing in commercial and residential investment real estate loans in California. Fidelis offers investors the opportunity to invest in a pool of real estate-secured loans generating a competitive rate of return with moderate risk and reasonable liquidity. During this episode #96 of the Million Dollar Mortgage Experience, John Lloyd and FundLoans CEO Jon Maddux discuss John's company, Fidelis Private Fund and how it operates, how John's never lost money for investors, key benefits for long-term investors, the profile of a typical investor, where the market is headed, missed opportunities in the mortgage industry, as well as non-QM loans and bank statement seconds. To connect with John, visit fidelispf.com. Learn more about FundLoans, our industry-leading non-QM loan programs, and Jon Maddux at fundloans.com.…
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Million Dollar Mortgage Experience

1 Google Ads and Automated Workflows for Mortgage Marketing 1:00:57
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Michael McAllister is the President of Empower LO, a mortgage marketing company that equips loan officers and mortgage brokers with the technology, skills, and team that they need to get more deals using consumer direct internet lead generation tactics. During this episode of the Million Dollar Mortgage Experience, Michael McAllister and FundLoans CEO Jon Maddux discuss Google ads for mortgage marketing, how automated workflows can nurture leads, how to target borrowers for a bank statement 2nd mortgage, how to convert internet leads, why real estate agents get homebuyer leads first, missed opportunities in the mortgage industry. To connect with Michael, visit empowerlo.com. Learn more about FundLoans, our industry-leading non-QM loan programs, and Jon Maddux at fundloans.com.…
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Million Dollar Mortgage Experience

1 How to Serve Self-Employed Borrowers with Non-QM Loans 1:15:55
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Alejandro Szita is a mortgage broker who’s been involved with real estate and loans since 2006. He specializes in serving artists and entrepreneurs as he expertly maneuvers the ins and outs of mortgages for self-employed borrowers. During this episode #94 of the Million Dollar Mortgage Experience, FundLoans CEO Jon Maddux and Alejandro Szita discuss how Alejandro became a mortgage broker, why it's important to have a niche as a mortgage broker, how to help self-employed clients with the challenges they face as borrowers, crazy loan stories, and opinions on non-QM loans and bank statement 2nds. To connect with Alejandro, visit prosperity-lending.com/ To learn more about FundLoans and our products, visit fundloans.com.…
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Million Dollar Mortgage Experience

1 Transforming Underutilized Properties into Vibrant Communities 1:08:02
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Daniel Shkolnik is an entrepreneur, developer, and founder & CEO of Atlas West Group — a privately held full-service development and investment firm in San Diego. Daniel’s firm specializes in transforming underutilized properties into vibrant multifamily communities. Daniel has more than a dozen years of experience in multifamily and commercial real estate and has completed more than $250 million in transactions throughout his career. During this episode of the Million Dollar Mortgage Experience, FundLoans CEO Jon Maddux and Daniel Shkolnik discuss Daniel's career path from working in mortgages as a loan officer to grinding on Wall Street to leading a developing firm in San Diego, how Daniel's company identifies opportunistic investments and builds multi-family affordable housing, affordable housing policy (specifically in San Diego), advice for mortgage brokers to get business, how to get started in investing, and the war in Ukraine. To connect with Daniel, visit atlaswestgroup.com To learn more about FundLoans, visit fundloans.com…
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Million Dollar Mortgage Experience

1 Difficult Decisions That Could Bring You More Business 1:05:53
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Mark Wilson, CPA is an entrepreneur and the founder of CWDL, Certified Public Accountants - a rapidly growing assurance, tax, and entrepreneurial services firm. He is the Managing Partner and is responsible for the vision and direction of the practice. CWDL is the recognized CPA firm leading the mortgage banking industry. Prior to this he founded a privately held mortgage bank and served as a CFO for multiple financial service firms. Mark Wilson works with over 100 mortgage companies and has a good pulse on the current market. During this episode of the Million Dollar Mortgage Experience, FundLoans CEO Jon Maddux and Mark Wilson discuss the importance of offering the right loan products, making profit as a mortgage company (80% are not!), focusing on relationships that matter the most, the difficult reality of layoffs and why they're necessary in some situations, merger & acquisitions (M&A) in the mortgage industry, how to get referrals from accountants (CPAs), reasons to help your borrowers secure a standalone 2nd mortgage, the future of artificial intelligence (AI) and how it will affect our work and personal life, how to pitch the value of a loan instead of the interest rate, what will happen with all the 2.5% rate mortgage from a few years ago, and why non-QM and jumbo loans make sense for a lot of borrowers. To contact Mark, you can reach him via email at mwilson@cwdl.com or phone at (619) 302-1505. To learn more about FundLoans and our Non-QM product offerings, visit fundloans.com.…
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Million Dollar Mortgage Experience

1 Make More Money in Less Time with Todd Duncan 1:20:17
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Todd Duncan is the founder and CEO of the Todd Duncan Group, the most sought-after coaching, training and events company for top mortgage and sales professionals. Todd began his career as a loan originator, financing over 5,000 transactions in 12 years. Now he teaches the power of High Trust and how to win clients for life. He has written 17 books and is a New York Times bestselling author as well as a sought-after, game-changing speaker. During this episode of the Million Dollar Mortgage Experience, Todd Duncan and FundLoans CEO Jon Maddux discuss Todd's start in the mortgage industry, how to win in today's market, how to build relationships, Todd's book "High Trust: Make more money in less time with less stress," talk less & sell more, how to build emotion, the art of following up, how to ask the right questions, the circle of cash flow, and missed opportunities in the mortgage industry. To connect with Todd Duncan, visit toddduncan.com. Learn more about FundLoans and Jon Maddux at fundloans.com.…
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Million Dollar Mortgage Experience

1 From Escaping Afghanistan to Escrow Entrepreneur 49:50
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In this episode #90 of The Million Dollar Mortgage Experience, FundLoans CEO Jon Maddux interviews Masud Sarwary, CEO of Foundation Escrow. He tells his captivating story of escaping Afghanistan as a young child and eventually moving to San Diego where he went to college and started a successful career in the mortgage industry before building his Escrow company. During this MDME conversation, Jon and Masud discuss the difference between the 2008 recession and today's environment, the value Foundation Escrow brings to agents, brokers, and borrowers, wire fraud in the escrow industry, escrow technology, how to get more business as a mortgage broker, market predictions, standalone 2nds vs HELOCs, smart investments, Masud's philanthropic involvements and goals, cold plunges, and spending quality time with the people you love. To connect with Masud, find him on instagram @sarwarymasud or check out his website foundationescrow.com.…
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Million Dollar Mortgage Experience

1 Win Clients for Life by Making Them Feel Special 1:03:27
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In this episode #89 of The Million Dollar Mortgage Experience, FundLoans CEO Jon Maddux interviews Aron Jimenez, top producing mortgage broker at Secure Choice Lending. Aron grew up in Southern California and is a proud husband & father of two kids. He specializes in helping first-time homebuyers as well as other types of buyers with his smart approach to building relationships. During this MDME conversation, Jon and Aron discuss Aron's path from Wells Fargo personal banker to mortgage broker, building rapport and winning customers for life, the benefit of a strong CRM, adopting social media in mortgage and real estate industry, Aron's recent experience purchasing an AirBnB, how real estate investments can help build wealth, the book "Rich Dad, Poor Dad" and how it can shift your perspective on building wealth, how to use the 1003 to build relationships with your borrowers, and non-QM loans. To connect with Aron, find him on instagram or securechoicelending.com.…
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Million Dollar Mortgage Experience

In this episode of the Million Dollar Mortgage Experience, FundLoans CEO Jon Maddux sits down with Rocco Cortese, CEO and Co-Founder of Intersection, a full-service commercial real estate management and capital markets firm based in San Diego. Intersection oversees a portfolio of retail, office, and industrial properties, and the Capital Markets group acquires and capitalizes assets. Rocco has been an active California real estate broker since 1987 and has navigated through multiple cycles of commercial real estate while establishing strong relationships with private and institutional clients. During this conversation, MDME host Jon and Rocco discuss the real estate market in Iceland, Rocco's start in the real estate industry, navigating difficult economic cycles, the labor market in the U.S., the return to the office (or lack thereof) from a commercial real estate perspective, productivity at home vs. in the office, building wealth with real estate investments, tips for mortgage brokers to build their business in difficult times, and how to use debt as a tool to build wealth. To connect with Rocco, email rcortese@intersectioncre.com or visit his website, intersectioncre.com.…
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Million Dollar Mortgage Experience

1 Leverage YouTube to Reach Homebuyers: Chris and Cassidy on the MDME Podcast 1:05:42
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In this Episode of the Million Dollar Mortgage Experience, FundLoans CEO Jon Maddux interviews Chris Erickson and Cassidy Lewis, Compass Real Estate Agents based in North County San Diego. They’ve built a strong following around their vlog-style YouTube channel where they produce videos about living in North County. They also have a podcast called “North County Now” where they cover what to do, where to eat & drink, and real estate tips. During this episode, Jon, Chris, and Cassidy discuss: how the two got started in real estate, how to start a real estate or mortgage YouTube channel and podcast, the fact that much of their leads comes from their YouTube videos, their most popular content, why mortgage brokers should make YouTube videos, North County San Diego real estate predictions, and tips for mortgage brokers to reach out to real estate agents. Watch Chris and Cassidy's YouTube videos Listen to Chris and Cassidy's podcast…
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Million Dollar Mortgage Experience

1 How to Brand Yourself: Brandon Boyd on the MDME Podcast 53:57
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Brandon Boyd is a social media director, marketing expert, and loan originator at Secure Choice Lending, a Riverside-based mortgage lender. Brandon has over 7 years of originating experience and a keen eye for creative marketing tactics to help his company close more loans. During this conversation, Jon and Brandon discuss how Brandon went from Calvin Klein store manager to the mortgage industry, the importance of personal branding on social media, finding leads on social media, how to stand out and differentiate yourself, keeping updated headshots, and why you should send out a weekly market update.…
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Million Dollar Mortgage Experience

1 How Culture Creates Success: Phillip Baltazar on the MDME Podcast 1:04:57
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In this episode of the Million Dollar Mortgage Experience , FundLoans CEO Jon Maddux interviews Phillip Baltazar, whose expertise is driving growth and developing affinity partnerships across direct-to-consumer mortgage platforms. He pivoted to focus on business purpose loans providing real estate financing to developers and investors. Currently, he is an Executive Advisor for Culture Index, a strategic advisory firm that works exclusively with visionary entrepreneurs, business leaders, and management to scale and transform organizations using applied analytics. During this episode, Jon and Phillip discuss Phillip's start in the mortgage lending industry (hint: it started with ballet), his rise to success as the top broker at Lending Tree, the Culture Index survey & what it says about an individual, how Culture Index helps companies put the right people in the right seats on the bus to maximize efficiency and company culture, and one of Phillip's favorite quotes: "Chop wood, carry water." Try the Culture Index survey and free team diagnostics: https://www.reidengroup.com/business_strategy/…
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Million Dollar Mortgage Experience

1 Back to Basics and Grit in the Mortgage Industry: Joey Roquet on the MDME Podcast 58:37
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Joey Roquet is a vice president and top producer at Secure Choice Lending , a Riverside-based mortgage brokerage. Joey’s been involved in the mortgage industry since age 19, and worked his way up from loan assistant to branch manager. He’s experienced every loan type, program, and scenario which allows him to help his clients reach their goals while providing the best customer service and experience. Despite most of the industry struggling in 2022, Joey led Secure Choice Lending through significant growth. During this episode, Joey and MDME host Jon Maddux discuss Joey's path through the mortgage industry, what makes his company stand out, how to grow a company during tough times, the importance of culture and hiring right people, how to build relationships by getting back to the basics, how artificial intelligence (AI) will affect the future of mortgage lending, the benefits and drawbacks of non-QM, tips for mortgage brokers, and their optimistic predictions for 2023.…
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