The following guests sit down with host Justin White:

• Chirag Radachhia and Vipul Hapani, Vema Mortgage


Earn Client Referrals by Providing Immeasurable Value Through Service

It’s a dream scenario for any mortgage loan originator – leads falling into your lap. How can mortgage brokers get to a point where clients regularly refer them business? Listen to Episode #109 of Good. Better. Broker. to learn how two of North Carolina’s top producers have built their business on providing unrivaled value to their borrowers and referral partners.

In this episode of the Good. Better. Broker. podcast, you’ll hear how to deliver a level of service that will have clients referring you leads without asking them to do so.


In this episode, we discuss ...

• 1:39 – Chirag and Vipul’s transition from physical therapy to mortgages
• 3:30 – how Chirag and Vipul get word-of-mouth referrals
• 4:41 – creating a loan experience that leads to referrals
• 5:38 – thanking clients who send referrals
• 6:40 – the importance of an initial client call
• 7:57 – how Chirag and Vipul use a messaging app to communicate with clients
• 9:31 – why sharing industry news helps reputation
• 10:28 – purchase strategy
• 11:48 – focusing on lower loan amounts
• 12:33 – staying in front of clients
• 13:41 – how Chirag and Vipul ended up in Charlotte, NC
• 17:24 – why being available outside business hours is important


Resources mentioned in this episode:

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Show Contributors:

Chirag Rachhadia
Connect with Chirag on LinkedIn
Connect with Chirag on Facebook
Connect with Chirag on Instagram

Vipul Hapani
Connect with Vipul on LinkedIn
Connect with Vipul on Facebook
Connect with Vipul on Instagram


About the Host:

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

Connect with Justin on LinkedIn, Instagram, or Twitter


Connect with UWM on Social Media:

• Facebook
• LinkedIn
• Instagram
• Twitter
• YouTube

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

The following guests sit down with host Justin White:

• Loli Martinez Calbert and Alix Pate, Dream Team Lending


Mortgage Brokers Who Treat Their Clients So Well They Become Friends

‘Fast, friendly and efficient’ isn’t just a tagline for Dream Team Lending – it’s how they run every facet of their business. How can mortgage brokers attract clients simply by showing how invested they are in their experience? Listen to Episode #108 of Good. Better. Broker. to learn how the founders of Dream Team Lending form relationships that last well beyond the loan process.
In this episode of the Good. Better. Broker. podcast, you’ll hear how to deliver customer service that makes borrowers and real estate agents want to refer you.


In this episode, we discuss ...

• 1:36 – the dynamic between Loli and Alix
• 2:18 – how Loli and Alix divide and conquer
• 4:15 – increasing visibility for the Dream Team brand
• 5:45 – how their efforts have impacted business
• 6:48 – Loli and Alix’s tagline and what it means for clients and referral partners
• 7:57 – why Loli and Alix’s dynamic helps to attract business
• 8:57 – how Loli and Alix push each other outside their comfort zones
• 10:28 – why business is also personal for Loli and Alix
• 12:06 – how being partners helps enhance customer service
• 14:45 – why finding joy in your job makes people want to work with you
• 16:01 – how Loli and Alix first started working together


Show Contributors:

Loli Martinez Calbert
Connect with Loli on LinkedIn
Connect with Loli on Facebook
Connect with Loli on Instagram

Alix Pate
Connect with Alix on LinkedIn
Connect with Alix on Facebook
Connect with Alix on Instagram


About the Host:

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

Connect with Justin on LinkedIn, Instagram, or Twitter


Connect with UWM on Social Media:

• Facebook
• LinkedIn
• Instagram
• Twitter
• YouTube

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

The following guests sit down with host Justin White:

• Taylor Coulton and Jeff Summy, Co-founders, Federal First Lending


How Brokers Can Navigate Building a Company With a Partner

Behind every successful partnership is an ability to compromise and complement one another. For the broker-owners of Federal First Lending, company strategy is guided by one fundamental question – what is going to bring in more loans? Listen to Episode #107 of Good. Better. Broker. as we go inside the dynamic of friends turned co-founders of a growing mortgage broker shop.

In this episode of the Good. Better. Broker. podcast, you’ll hear how broker-owners navigate the responsibilities of building a company.


In this episode, we discuss...

• 1:25 – when childhood friends become business partners
• 4:54 – how Taylor and Jeff lean on each other
• 6:52 – the benefits of a ‘divide and conquer’ approach
• 8:13 – launching the company from Taylor’s apartment
• 9:40 – recruiting loan originators
• 10:33 – growing at an appropriate pace
• 12:41 – why you can’t make someone put in the work to be successful
• 16:07 – adapting a direct-to-consumer model to their company
• 17:44 – splitting up the responsibilities for leading the business
• 21:04 – knowing who to go to with questions
• 22:22 – why Taylor and Jeff have done coaching together


Show Contributors:

Taylor Coulton
Connect with Taylor on LinkedIn
Connect with Taylor on Facebook
Connect with Taylor on Instagram

Jeff Summy
Connect with Jeff on LinkedIn
Connect with Jeff on Facebook
Connect with Jeff on Instagram


About the Host:

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

Connect with Justin on LinkedIn, Instagram, or Twitter


Connect with UWM on Social Media:

• Facebook
• LinkedIn
• Instagram
• Twitter
• YouTube

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