Good. Better. Broker.

What does it take to succeed in the mortgage industry? Brokers who are “All In” with United Wholesale Mortgage know better than anyone and want to share their knowledge with you in a new podcast called Good. Better. Broker., your go-to source for expert advice from the best in the industry.

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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
  • 13:38 – 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:

Meet The Guests In This Episode

Jonathan Esposito

Jonathan Esposito, a Princeton University graduate, began his career by helping scale venture-backed, tech-focused companies into industry leaders. In late 2020, after becoming an avid real estate investor, Jonathan transitioned into the mortgage industry, where he quickly became a recognized leader. In 2023, he founded Rîze Mortgage in West Hartford, CT. Year-to-date, Jonathan has helped over 170 families achieve homeownership, funding more than $70 million in loan volume. Known for his relentless work ethic and dedication to process and customer service, Jonathan aims to set a new standard in the industry.

   

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