The following guest sits down with host Justin White:

• Jonathan Esposito – Mortgage Broker, Rîze Mortgage


Why it’s Important for Mortgage Brokers to have a Structured Loan Process as they Grow

Closing loans is the goal for every originator – but to grow, there needs to be a blueprint for how every loan and every relationship is handled. How can mortgage brokers set up a loan process that is both repeatable and scalable? Listen to episode #81 of Good. Better. Broker. as we sit down with a broker who is winning over real estate agents and borrowers with a process that always puts them first.

In this episode of the Good. Better. Broker. podcast, you’ll learn how to earn business by having a structured loan process.


In this episode, we discuss ...

• 1:16 – Jonathan’s path from the Ivy League to working as a mortgage broker
• 2:07 – why following a repeatable process is important in business
• 5:32 – what makes Jonthan’s process repeatable and scalable
• 6:35 – Jonathan’s experience in tech sales helps him as a mortgage broker
• 8:03 – Jonathan’s experience as a real estate investor
• 9:29 – why working backwards works well for Jonathan
• 10:42 – keys to Jonathan’s relationships with his real estate partners
• 3:38 – how to manage real estate partners’ requests
• 18:15 – the value Jonathan’s real estate partners find in his repeatable process
• 19:15 – why Jonathan hired a social media specialist
• 21:50 – being intentional with outreach
• 23:45 – Jonathan’s plans for future growth


Resources mentioned in this episode:

ChatUWM


Show Contributor:

Jonathan Esposito
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Justin White is UWM’s in-house brand journalist and the host of the daily news video, Inside Pass. 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.

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