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.

Generate Consistent Business by Nailing Down the Basics of Sales Activities

Get up every day and do the basics exceptionally well. That mindset helped Andrew Chavez become a Green Beret who served two tours of duty in Afghanistan. How has this concept helped Andrew coach mortgage loan officers with less than 3 years of experience close an average of more than four loans per month? Listen to Episode 76 of Good. Better. Broker. as we find out how to identify and execute the fundamentals of daily sales activities.

In this episode of the Good. Better. Broker. podcast, you’ll learn how a military veteran is using lessons he learned as a Green Beret to help mortgage loan originators find success.

In this episode, we discuss ...

• 1:55 – why the lessons Andrew learned in the military help him coach LOs
• 3:12 – how Andrew transitioned from being a Green Beret to the mortgage business
• 5:58 – the meaning of “brilliance in the basics” and “trooping the line”
• 12:23 – why Andrew coaches brokers to read and search guidelines
• 14:33 – Andrew’s emphasis on communicating with branch managers
• 16:14 – how Andrew gets people to buy into his coaching strategy
• 19:44 – how LOs can build relationships with referral partners
• 22:51 – how to determine what your plan and daily activities should be
• 23:48 – the meaning of framing success and applying perspective
• 26:08 – why Andrew teaches LOs to have a repeatable process

Meet The Guests In This Episode

Andrew Chavez

Andrew Chavez is an experienced mortgage broker and the National Director of Sales Development for UMortgage. He partners with branch managers to develop sales strategies, training and growth initiatives to produce a consistent and excellent client experience for homebuyers. Before entering the mortgage industry, he served as a Green Beret in the United States Army Special Forces for 9 years, earning the Bronze Star and a valor award for his leadership and bravery in Afghanistan. Chavez's passion for leadership has seamlessly transitioned from his military career to guiding and developing UMortgage loan originators across the country.