Being an independent mortgage broker can feel like you’re facing big retail banks all alone. Why not learn from industry experts who have already forged the path? Join JP Hussey, Broker/Owner of the Hussey Team, as he goes in-depth about the business with industry experts and AIME members every Tuesday. Sit back, relax, and benefit from the insights you’ll need to further your breakthrough in the broker channel!

Being an independent mortgage broker can feel like you’re facing big retail banks all alone. Why not learn from industry experts who have already forged the path? Join JP Hussey, Broker/Owner of the Hussey Team, as he goes in-depth about the business with industry experts and AIME members every Tuesday. Sit back, relax, and benefit from the insights you’ll need to further your breakthrough in the broker channel!


Philadelphia, PA


Being an independent mortgage broker can feel like you’re facing big retail banks all alone. Why not learn from industry experts who have already forged the path? Join JP Hussey, Broker/Owner of the Hussey Team, as he goes in-depth about the business with industry experts and AIME members every Tuesday. Sit back, relax, and benefit from the insights you’ll need to further your breakthrough in the broker channel!






How to Perfect Processing To Successfully Scale Your Pipeline (With Adrian Placinta) – Episode 85

Adrian Placinta has perfected his processing to the point that he can get a clear-to-close in a week. The broker owner of True Path Loans has been honing and perfecting his processing since he joined the mortgage industry in the mid-Aughts. That expertise in processing has not only allowed him to handle a pipeline of over 100 loans as a one-man shop but also allowed him to easily and quickly scale to a shop with 30 employees in just the last year and a half. Adrian joined the mortgage...


Staying Top-Of-Mind With Clients By Building Your Database (With Angela Caputo) – Episode 84

Angela Caputo has mastered the art of email marketing. Drawing from her database of 3,600+ clients, Angela sends out a monthly email that updates her clients on the mortgage industry and promotes products like Homebot. Her last email took her roughly five hours to create and netted her seven refinance applications. She builds that database by keeping strong relationships with her referral sources including real estate agents, insurance brokers, and real estate attorneys. By email marketing...


Leadership, Veterans, and Hispanic & Latino Homeowners: AIME Fuse 2021 Preview (With Christine Beckwith, Chris Griffith, and Andres Munar)- Episode 83

Tune into this special AIME Fuse edition of Broker To Broker with three guests as they preview their sessions for AIME Fuse 2021. Christine Beckwith, President, and COO of 20/20 Vision for Success, is here to highlight her session “Don't Be a Boss, Be a Leader.” This session will help catapult your personal and professional development with tips from Christine, an expert leadership coach. She will outline how to incorporate leadership strategies into all roles across the mortgage industry to...


How David Defeats Goliath: Using Marketing To Beat Big Banks At Their Own Game For A Fraction Of The Price (with Enrique Braunschweiger) – Episode 82

Marketing is at the heart of Enrique Braunschweiger’s business. As President of First Week Financial Corp., Enrique has built up a small, but effective marketing team to help him stay ahead of the large retail operations in his area. When he joined the industry 18 years ago, brokers were mostly on their own and were expected to know all aspects of the business. Now with the BAB Network, Enrique can stand out against the big banks and retail operations by pairing those partners with his...


From Go to Grow: How to Effectively Scale Your Brokerage for Continued Success (With Scott Valins) – Episode 81

With almost 20 years of mortgage experience, Scott Valins hasn’t just learned how to run a successful brokerage, he knows how to scale across the country. Moving, but maintaining his brokerage after the market crash, Scott now holds offices in both California and New York. Scott is calling his next wholesale endeavor “Go Rascal.” The new brokerage is Scott’s way of scaling his existing business. With a team of almost 40 processors, loan officer assistants, and loan officers, Go Rascal is...


Maintaining Your Pipeline by Layering Systems and Processes (With Fredo Rivera)- Episode 80

Fredo Rivera has built up his pipeline through local organic marketing and serving his community. Not only do these efforts bring in leads, but it also serves as his “Why.” Of course, those leads would be nothing without the intricate processes and systems Fredo has developed to help convert leads and continue automated follow-ups over 12 or 24 months. Those processes have allowed him to build out a consistent pipeline so he can better serve his community. Fredo joined the mortgage industry...


Perfecting & Scaling Operations Using The Best Tech (with Evan Wade) – Episode 79

Entrepreneurship is in Evan Wade’s blood. Both his grandfathers and his parents were small business owners. Now as a mortgage professional, Wade has founded two separate mortgage brokerages, Philadelphia Mortgage Brokers and Epoch Lending. He also built a sophisticated technology stack that helps him differentiate himself in the mortgage industry. That tech stack is a major reason Wade was recently named Vice-Chair of AIME’s partnership committee. Wade joined the mortgage industry in 2015...


Know Your Market: How Building Community Can Make You Stand Out in Competitive Markets (with Cubie Hernandez) – Episode 78

Family is at the heart of everything Cubie Hernandez does. Not only does he work alongside his father and his brother Christian, but the company’s name, Mares Mortgage is named after the family matriarch of the family. That family mindset extends to the way he treats his employees, clients, and his local community at large. That approach helps him stand out against large bank lenders in a competitive Orange County market. Cubie grew up in the mortgage industry. His father, Cutberto Sr.,...


Working 9-to-5 vs Start-To-Finish: How To Turn Referrals Into Relationships (with Nike Ojo) – Episode 77

Nike Ojo loves to create relationships. Whether it’s with borrowers or realtors or builders, relationships are at the heart of her brokerage. “I love to create and maintain relationships. I love to celebrate people”, Ojo said. That mindset has helped her grow a mortgage business that is almost entirely referral-based. Originally from Nigeria, Nike started working as a deputy tax clerk for the local county, while her husband worked as a realtor. She noticed how difficult it was for her...


Finding Your Why: How To Cultivate & Balance Culture, Influence, & Sales (with Casey Finn) – Episode 76

As a Broker/Owner, Casey Finn places a major focus on culture. Early on in his brokerage, he implemented Simon Sinek’s Golden Circle from his book Start With Why. The concept focuses on a company’s why versus their what or their how. With that philosophy, Casey is focused on culture as the core of his business. That culture not only stretches to his own company but the realtors, lenders, and vendors that he works with. He wants all of them to be #truepartners. That philosophy has allowed...


Preparing & Adapting For The Always Changing Mortgage Market (with Rich Lane) – Episode 75

California Mortgage Broker Rich Lane is always on the lookout for how he can improve his business to better compete with the big retail banks. Thanks to constant and consistent advances in technology, the divide between wholesale brokers and retail banks is shrinking daily. With a push towards digital marketing, video, and a diverse tech-stack, Rich understands what it takes to push his business into 2022 and beyond, and he wants to bring all of you along for the ride. Back at AIME Fuse...


From Homeless To Selling Home Loans: How To Build Your Business By Being Authentic (with Collin Simpson) – Episode 74

Born in Flint, raised in rural Arkansas, and now back in Michigan, Nexa Mortgage Broker Collin Simpson claims “there isn’t a person you can put in front of me that I can't build a relationship with...whatever situation you’re in, if I haven't been there, I’ve been close to there and i know a little something about it.” And this is how Collin finds success. He’s upfront, clear, and concise with his clients. Whether it’s across the closing table or virtually through social media, Collin goes...


Time-Blocking & Day-Theming: How To Achieve A Work/Life Balance (with Rocky Billore) – Episode 73

Michigan Mortgage Broker Rocky Billore was known as the guy who was in the office till nine at night, but there IS a better way of achieving your goals. He hasn’t just found a way to balance his residential and commercial businesses alongside his two hotels. Rocky found a way to get back home to his family. Rocky road-mapped and time-blocked his way towards spending quality time with those he loves. Recruited off the selling floor of Best Buy by a retail bank, Rocky was eventually forced to...


Real Relationships & The Pillars Of Sustained Growth (with Shah Tehrany) – Episode 72

Before opening his own brokerage in New York, Shah Tehrany was in the real estate business. Tired of never hearing back from his mortgage broker connections, he decided that if you want things done right, you do them yourself. Now a Broker/Owner in New York, Shah’s main goal is simple; Be honorable and do the right thing. This is equally true for both his borrowers and his staff. Building his business around five pillars of core values; Authenticity, Training, Accountability, Patience, and...


How To Leverage And Engage With The Broker Community (with Brendan McKay) – Episode 71

Maryland Mortgage Broker and AIME President of Broker Advocacy Brendan Mckay joins the podcast to discuss the future of the wholesale channel. From attending local broker events with his mom as a kid, to now owning a successful brokerage, Brendan has gained the experience and knowledge necessary to turn the Wholesale Channel into a true community, and he needs your help. Brendan used to have to turn referrals away. He barely knew the brokers in his town, let alone Broker’s across the...


Show, Don’t Sell: Developing Leads Into Referral Relationships (with Michael Alberico) – Episode 70

VettedVA Mortgage Broker Michael Alberico is a Broker’s Broker. He keeps it simple, leans into what works, and makes sure not to waste his time and resources. He does some marketing, stays up to date on guidelines, and becomes an advisor to his clients, making sure to never over complicate the process for himself or his borrowers. A good name out the gate, like Raleigh Mortgage Group, definitely helps when it comes to google and SEO, but marketing only brings people in the door. It’s how...


Selling Loans The Right Way (with Lauren Boland) – Episode 69

Sitting at her desk in Southern California, next to her signed picture of Pete Rose, in her office at the edge of a referral-goldmine country club, Broker Owner Lauren Boland joins us for another incredible episode of Broker To Broker. In detailing her years of mortgage experience, Lauren shares how to network, where to find referrals, and how to sell without applying pressure. Lauren loves to sell, but asserts that it’s not about the deal. It’s all about the relationship. “There’s nothing...


Crafting Simple & Streamlined Processes & Procedures (with Jason Cecco) – Episode 68

Pennsylvania Mortgage Broker Jason Cecco works hard to keep things simple, but he makes sure to always keep an open mind. Having successfully transitioned from an originating LO to CEO, Jason strives for new goals of perfecting processes, procedures, and company culture. Jason’s pipelines all move forward as a streamlined assembly line. Seller’s sell, Processor’s process, Appraisals appraise, and Closer’s close. With each team member an expert at their individual craft, they have more time...


Relationship 101: Building A 100% Referral Based Brokerage (with Mary Mattingly) – Episode 67

California Mortgage Broker Mary Mattingly battled through the trenches to get to where she is today. As a single mother, she took any industry position she could get. Having difficulty finding the perfect brokerage that shared her core value of selflessness, Mary decided to open up her own shop. She is now a 100% referral-based business, a valued member of her community, and an exemplary AIME member. Never paying for marketing or leads, Mary has focused her entire business on building...


Team Culture: Hiring, Recruiting, Training, & Leading (with Tyler Hodgson) – Episode 66

Texas Marine and Broker/Owner Tyler Hodgson is a leader. He knows what he wants and he knows how to do it, but by no means does he consider himself a drill sergeant. “I’m a businessman in a t-shirt and jeans.” Before he became a Broker/Owner, his old brokerage practiced an old school approach. Wanting to go out on his own, Tyler slowly started to build up his business to twenty five sales and operations staff. But Tyler doesn’t just have staff, he has a team. A group of people with a common...