How to Make a Mortgage Feel Personal | Episode 108

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
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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


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