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Leaders in Lending

Leaders in Lending

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月ごとの+
 
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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Lending Thoughts

Bekim Merdita

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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 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 "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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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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Transcending Lending

Transcending Lending

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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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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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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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Lending Leadership

HMA Mortgage

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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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The Truth About Lending

Melinda Payan

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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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Lending Automation for Banks and Fintechs

Deborah Whiteside and Ekaterina Romanova

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毎日+
 
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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Central Coast Lending

Central Coast Lending

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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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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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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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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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WATCH ▶️ Watch this episode on YouTube *** EPISODE DESCRIPTION In the inaugural 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-tellin…
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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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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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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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In the first episode of Private Lending Insights, Rocky Butani, provides an overview of the podcast. This podcast is operated 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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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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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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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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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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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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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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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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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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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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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 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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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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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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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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WATCH ▶️ Watch this episode on Youtube *** EPISODE DESCRIPTION In this episode, Bekim is joined by Scott Peckford. Scott is the Founder and CEO of BRX Mortgage and both the I Love Mortgage Brokering Podcast and Facebook Group from Kelowna, BC. Being in the mortgage industry since 2006, Scott has never been scared to take risks and try new things. H…
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Welcome to Lending Leadership: The Mortgage Pros! Consider this your ultimate resource for navigating the mortgage industry with seasoned experts. We’re thrilled to kick off our very first episode, and we’re excited to bring you insights and discussions from the heart of mortgage leadership. Today, it's all about introductions and setting the stage…
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The Art of SBA Lending Podcast is back this week with a new episode full of big ideas, fresh perspectives, and one (more) especially bold opinion from Ray. Join Ray and an expert panel of contributors as they explore the top trending topics in the SBA industry right now: The “big fish” trend—how top lenders are taking over more of the SBA market, a…
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Join host Lady Jen Du Plessis on Mortgage Lending Mastery as she sits down with Alex Varela, a top-ranking loan officer with a unique approach to client success. In this episode, Alex shares his journey into the mortgage business, the importance of balancing hustle with self-care, and his proven sales process that sets him apart in the industry. __…
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WATCH ▶️ Watch this episode on Youtube *** EPISODE DESCRIPTION In the inaugural episode, Bekim is joined by Hash Aboulhosn. Hash is the President and Co-Founder of Rocket Mortgage Canada from Vancouver, BC, which originally launched as Edison Financial in 2020. Edison Financial rebranded to Rocket Mortgage Canada on August 8, 2022, doing business u…
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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…
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In this episode of The Art of SBA Lending, we’re diving into the heart of building a strong and intentional company culture. Ray and our panel of experts discuss why defining a company’s culture goes beyond labeling it as “good” or “bad.” Instead, it’s about identifying what makes your organization unique and aligning it with the values and behavio…
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Join Jen as she discusses the importance of having acres of diamonds available. ____________________ Hey everyone. Welcome back to Mortgage Lending Mastery. I am your host Lady Jen Du Plessis. Today we are going to discuss the importance of having acres of diamonds. If you do not know what acres of diamonds are I will go over that. ________________…
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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 lates…
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This week on The Art of SBA Lending, we’re bringing a big, new idea to the table: what if we could combine the SBA 7a and 504 programs into a single powerhouse loan program? In this episode, Ray Drew and our panel of Art of SBA Contributors explore the possibility of merging these two essential programs to create what Ray calls the “SBA Centaur Loa…
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Join Jen as she discusses why it is important to have a coach or mentor. Stay tuned to learn more. ____________________ Hey everyone. Welcome back to Mortgage Lending Mastery. Today's episode I want to talk to you about some structure in your life. So I am going to talk about how structure is your friend. I have talked about this before. Time block…
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In this episode of The Art of SBA Lending, Ray tackles a question many top-producing BDOs face: What's next? For those constantly pushing themselves to the next level, it’s not just about the numbers—it’s about growth, challenge, and finding fulfillment in their career. Ray dives into the various career paths for high-performing BDOs and unpacks th…
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In this episode of Mortgage Lending Mastery, Lady Jen Du Plessis hosts Lorna Sherland of Accelerate Her. They discuss coaching transitions, leveraging teams, mindset shifts, and empowering female entrepreneurs in real estate and beyond. ____________________ Hey there and welcome back to this episode. I am so delighted to have my friend Lorna Sherla…
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Ultimately, providing the best financial advice or service is all about having the right data in the right place at the right time. This week, host Matt Snow speaks with Chris Gifford, Chief Data and Analytics Officer at USAA Federal Savings Bank, about the evolution of data analytics within the financial industry—as well as the importance of havin…
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In a recent discussion, Alec, the CMO of loanDepot, and Todd Duncan, CEO of High Trust, emphasized the crucial role of meaningful conversations between loan officers and their customers. They highlighted the importance of intentional contact, underscoring how genuine interactions can significantly enhance client relationships. Alec and Todd also to…
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In this episode of The Art of SBA Lending, Ray Drew tackles the big question that can’t be ignored: Should we be paying underwriters and closers based on production? From bonuses to performance metrics, we’re exploring what it would take to reshape compensation in SBA lending. How do you incentivize underwriters and closers in a way that drives per…
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Send us your feedback! Discover the essential skills you need to navigate the changing mortgage landscape in our latest Master Later Life Lending podcast episode. We promise you'll walk away with actionable insights on the current trends, challenges, and opportunities from experts Callum Wilkinson of Rosemount and Will Hale of Key Group. From the i…
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Join Jen and guest Stacey Johnson-Cosby as they discuss the importance of becoming a Real Estate Investor to gain positive cashflow and set yourself up for retirement! ____________________ Join the Mortgage Lending Mastery Community Today: YouTube: https://www.youtube.com/channel/UCIz6-AkN3rMajV8OHfbJ_zw?view_as=subscriber Facebook: https://www.fac…
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In this episode of the Divorce Podcast by the Divorce Lending Association, Certified Divorce Lending Professional (CDLP®) Jason Gordon interviews Rhonda Noordyk, CDFA®, a well-respected divorce financial strategist known internationally for pioneering a path for women to navigate the financial complexities of divorce. Together, they dive deep into …
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This week on The Art of SBA Lending, we’re diving deep into the framework that defines SBA lending success—the credit box. Ray is joined by our panel of experts to explore how SBA shops build and refine their credit boxes to manage risk and go to market with a competitive product. What does it take to build a successful SBA credit box? Is your cred…
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Send us your feedback! Ever wondered why carrying mortgage debt into retirement might be the smartest move you can make? Join us on the Master Later Life Lending podcast as we sit down with financial experts David Hamilton from L&G, Nathan Waller from Family Building Society, and Will Hale from Key Group. Together, we unpack the changing attitudes …
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In this episode, Jen sits down with returning guest, Brandon Barnum as they discuss how he took action to create the success he has today! Brandon shares a bit about his journey to becoming CEO of HOA.com. You're not going to want to miss this insightful episode! Tune in! ____________________ Join the Mortgage Lending Mastery Community Today: YouTu…
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From having a child to starting a business, every major life decision comes with financial implications—and with those come concerns and challenges. But even concerns come in all different shapes and sizes, so building trust as a bank means having an in-depth and empathetic understanding of the community they’re operating in. This week, host Matt S…
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In this episode of The Art of SBA Lending, we’re diving into one of the hottest and most complex topics in the industry today: broker compensation in SBA lending. As the competition for volume in the 7(a) space heats up, broker fees are on the rise—sometimes dramatically so. But what does that mean for the industry, lenders, and ultimately, the bor…
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Send us your feedback! What if you could revolutionise your advisory process and dramatically improve efficiency with the power of digital technology? This episode is your gateway to understanding just that. We sit down with industry experts Nicola Firth from Knowledge Bank and Matt Taylor from Equilaw to unpack how digital tools like client portal…
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In this week's episode, join Jen and guest Chris Johnstone. Chris explains how Connection Incorporated will more than double the number of qualified appointments that show up on your calendar! ____________________ Join the Mortgage Lending Mastery Community Today: YouTube: https://www.youtube.com/channel/UCIz6-AkN3rMajV8OHfbJ_zw?view_as=subscriber …
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This week on The Art of SBA Lending we’re diving into a critical industry debate: the strategic differences between 504 and 7(a) loans for real estate. This episode will explore: Distinct Features: Analyze the structural nuances and financial mechanisms of 504 versus 7(a) loans. Strategic Considerations: Examine scenarios where each loan type offer…
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