Non-Del Influencers

Episode Forty-Six: The Smart Way Mortgage Pros Are Winning on Social Media

Matt Coles — Tue, 31 Mar 2026 16:00:00 -0700

In today’s social-driven mortgage landscape, content creation is no longer optional—but staying compliant while doing it is critical. In this episode of the Non-Del Influencers Podcast, host Matt Coles sits down with Joe Wilson, CEO of Social Coach, to explore how lenders can confidently scale their social media presence without putting their company at risk.

Joe dives into the growing importance of compliant content in the mortgage industry and how technology is changing the way lenders approach social media marketing. From AI-driven compliance filters to real-time content monitoring, Joe shares how Social Coach helps companies ensure every post, caption, image, and even spoken word aligns with regulatory standards.

If you’ve ever hesitated to post—or worried about saying the wrong thing online—this episode offers a smarter, safer way to show up and stand out in today’s digital-first environment.

🎯 Here are 3 key takeaways from Matt’s conversation with Joe Wilson:

1️⃣ Compliance Can Be Automated – Advanced tools now scan captions, images, and even transcribed audio to ensure every post meets your company’s compliance standards.
2️⃣ Social Media Doesn’t Have to Be Risky – With the right systems in place, lenders can confidently build their brand without fear of regulatory missteps.
3️⃣ Scalable Content = Scalable Growth – When compliance and marketing align, teams can consistently create content that drives engagement and business results.

🔗 Connect with Joe Wilson
Company: Social Coach
Website: https://www.socialcoach.io/

About the Non-Del Influencers Podcast

Welcome to the Non-Del Influencers Podcast, where we empower Non-Delegated Lenders to achieve outstanding performance, drive sales, and achieve tangible results. Our mission is to provide you with invaluable resources and educational insights, equipping you, your team, and your business partners with the best practices for thriving as a Non-Delegated Lender in today's dynamic landscape.

Whether you're just beginning your journey as a Non-Delegated Lender or seeking to optimize your operations through technology and implementing effective strategies, we're here to support your growth and excellence. Our podcast covers a wide range of topics, including guidance on establishing a successful Non-Delegated Lending business, leveraging the latest technologies, and implementing efficient processes.

But that's not all—we go beyond the realm of lending by offering courses on essential skills such as customer service, time management, marketing, and effectively motivating millennials. We believe in empowering you holistically, so you can excel in every aspect of your business.

Don't miss out on this incredible opportunity to gain expert insights and practical knowledge. Join us on this transformative journey by visiting www.NonDelInfluencers.com to find out more. Your success as a Non-Delegated Lender starts today!

🎧 Follow our Podcast at:
http://www.nondelinfluencerspodcast.com

📚 Find Non-Delegated Correspondent resources at:
http://www.nondelinfluencers.com

💼 Non-Del Influencers is brought to the industry by FirstFunding, Inc.
Find out more about FirstFunding at https://www.firstfundingusa.com

The Podcast is an essential podcast with experienced realtors about the tips and tricks new realtors can incorporate along their real estate journey. Discover the pathway to triumph in the real estate industry with the Podcast! Hosted by the seasoned professional Matt Coles and supported by FirstFunding, Inc., this podcast brings you exclusive insights and best practices from successful real estate agents. Whether you're a seasoned pro or just starting, tune in to unlock the secrets of success in the dynamic world of real estate, brought to you by the experts at FirstFunding, Inc. You can find more episodes at http://www.nondelinfluencerspodcast.com

🛠️ The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

#NonDelInfluencers #JoeWilson #SocialCoach #MortgageMarketing #MortgageCompliance #LoanOfficers #NonDelegatedLenders #MortgageLeadership #ContentMarketing #SocialMediaStrategy #MattColes #FirstFunding #MortgagePodcast #MortgageIndustry #DigitalMortgage

Episode Forty-Five: The Hidden Risk in Your Pipeline with Amanda Padd

Matt Coles — Tue, 17 Mar 2026 16:00:00 -0700

In today’s mortgage environment, managing risk isn’t optional—it’s mission critical. In this episode of the Non-Del Influencers Podcast, host Matt Coles sits down with Amanda Padd, Chief Revenue Officer at Secure Insight, to discuss one of the most important yet often overlooked areas in Non-Delegated Lending: third-party risk, vetting, and fraud prevention.

Amanda brings deep expertise from the front lines of compliance and risk management, sharing how lenders can better protect their transactions, reputations, and revenue streams by implementing smarter due diligence processes. From attorney and settlement agent vetting to safeguarding against wire fraud and operational blind spots, this conversation highlights why proactive protection is no longer a luxury—it’s a necessity.

If you’re a Non-Delegated Lender looking to scale responsibly while minimizing exposure, this episode delivers practical insights that can strengthen your foundation before the next market shift.

🎯 Here are 3 key takeaways from Matt’s conversation with Amanda Padd:

1️⃣ Risk Management Is a Revenue Strategy – Protecting your pipeline from fraud and operational breakdowns directly impacts profitability and long-term sustainability.
2️⃣ Vetting Isn’t Just a Checkbox – Proper due diligence on third-party vendors and settlement agents can prevent costly disruptions and reputational damage.
3️⃣ Be Proactive, Not Reactive – The lenders who win are the ones who build strong compliance and risk frameworks before issues arise—not after.

🔗 Connect with Amanda Padd
Company: Secure Insight
Website: https://www.secureinsight.com

About the Non-Del Influencers Podcast

Don't miss out on this incredible opportunity to gain expert insights and practical knowledge. Join us on this transformative journey by visiting www.NonDelInfluencers.com
to find out more. Your success as a Non-Delegated Lender starts today!

🎧 Follow our Podcast at:
http://www.nondelinfluencerspodcast.com

📚 Find Non-Delegated Correspondent resources at:
http://www.nondelinfluencers.com

💼 Non-Del Influencers is brought to the industry by FirstFunding, Inc.
Find out more about FirstFunding at https://www.firstfundingusa.com

🛠️ The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

#NonDelInfluencers #AmandaPadd #SecureInsight #MortgageCompliance #MortgageRisk #NonDelegatedLenders #FraudPrevention #ThirdPartyRisk #MortgageLeadership #MattColes #FirstFunding #MortgagePodcast #NonDelLending #MortgageEducation #MortgageIndustry

Episode Forty-Four: Why Non-Delegated Lenders Must Build AMC Relationships Now

Matt Coles — Tue, 03 Mar 2026 16:00:00 -0800

In today’s evolving mortgage landscape, speed, relationships, and execution matter more than ever, and the lenders who win are the ones building the right partnerships before the market heats up. In this episode of the Non-Del Influencers Podcast, host Matt Coles sits down with Stephanie Abercrombie, Sr. Business Development Manager at Equity Solutions to uncover one of the most overlooked advantages for Non-Delegated Lenders with the power of AMC relationships.

Stephanie brings a behind-the-scenes perspective on how appraisal management companies truly operate, what Non-Del lenders often misunderstand, and why establishing strong AMC and appraiser relationships now can be a game-changer when volume returns. The conversation also dives into how AI and automation are freeing sales professionals from their desks, allowing them to focus on what actually drives growth—relationships.

If you’re a Non-Delegated Lender or considering the move, this episode highlights a hidden gem that could define your success in the next market cycle.

🎯 Here are 3 key takeaways from Matt’s conversation with Stephanie Abercrombie:
1️⃣ AMC Relationships Are the Hidden Advantage – Learn why lenders who invest in AMC partnerships early gain a major edge when the market gets busy.
2️⃣ AI Isn’t Replacing Sales—It’s Empowering It – Discover how technology can free you up to meet more people and strengthen relationships, not replace them.
3️⃣ Prepare Now or Pay Later – Establishing processes, expectations, and trust with AMCs today can prevent costly delays and friction tomorrow.

🔗 Connect with Stephanie Abercrombie
Company: Equity Solutions
Website: https://www.esusa.net

About the Non-Del Influencers Podcast

Welcome to the Non-Del Influencers Podcast, where we empower Non-Delegated Lenders to achieve outstanding performance, drive sales, and achieve tangible results. Our mission is to provide invaluable resources and educational insights, equipping you, your team, and your business partners with best practices for thriving in today’s dynamic lending landscape.

Hosted by Matt Coles, National Sales Manager at FirstFunding, Inc., this podcast delivers real-world strategies, expert interviews, and actionable guidance—whether you’re launching your Non-Del journey or scaling your operation through smarter technology and processes.

🎧 Find more episodes at:
https://www.NonDelInfluencersPodcast.com

📚 Find Non-Delegated Correspondent resources at:
https://www.NonDelInfluencers.com

💼 Non-Del Influencers is brought to the industry by FirstFunding, Inc.
Learn more at: https://www.FirstFundingUSA.com

🛠️ The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

#NonDelInfluencers #MortgageLending #StephanieAbercrombie #EquitySolutions #AMCRelationships #NonDelegatedLenders #MortgageAI #AppraisalManagement #MattColes #FirstFunding #MortgagePodcast #TPOChannel #MortgageTechnology #LoanOriginators #SalesLeadership #MortgageEducation #NonDelLending #MortgageIndustry

Episode Forty-Three: Setting the Foundation for TPO Success with Industry Legend Frank Garay

Matt Coles — Tue, 17 Feb 2026 16:00:00 -0800

📞 “867-5309… Jenny?” If You're Not Top of Mind, You're Forgotten.

In today’s fast-moving mortgage market, your realtor partners won’t remember your number, or your name; unless you’re consistently delivering value. Don’t let all the work you’ve done building relationships vanish like a one-hit wonder. In this power-packed episode of the Non-Del Influencers Podcast, host Matt Coles sits down with Frank Garay, Industry Legend and Host of Loan Officer Breakfast Club and co-founder of MoveTube, to discuss how TPO lenders can lock in long-term success before the market turns.

Frank brings decades of experience and zero sugarcoating to this conversation about using AI, modern tools, and proactive strategy to stay ahead of the retail channel and keep your referral partners loyal. If you're a Non-Delegated Lender or a TPO pro, this episode delivers the playbook you can't afford to miss.

🎯 Here are 3 game-changing takeaways from Frank’s conversation with Matt Coles:
1️⃣ Protect Your Realtor Relationships NOW! Don’t let them drift back to retail. Frank explains why staying visible and valuable before rates drop is critical.
2️⃣ Leverage AI Without Losing the Human Touch! Learn how smart automation keeps your name front and center without sounding like a robot.
3️⃣ Build the Foundation Today, Win Tomorrow! The next market rally will come. Will you be the lender agents remember... or the one they forgot?

🔗 Connect with Frank Garay
Website: https://frankgaray.com

Everything discussed in this episode; including a direct way to contact Frank is available on his site.

About the Non-Del Influencers Podcast

The Non-Del Influencers Podcast empowers Non-Delegated Lenders to achieve outstanding performance, drive sales, and achieve tangible results. Our mission is to provide invaluable resources and educational insights, equipping you, your team, and your business partners with the best practices for thriving as a Non-Delegated Lender in today's dynamic landscape.

Hosted by seasoned mortgage industry professional Matt Coles and supported by FirstFunding, Inc., this podcast brings you exclusive strategies, real-world experiences, and expert interviews designed to help you excel. Whether you're a seasoned pro or just beginning your journey, the Non-Del Influencers Podcast will help you unlock success in the Non-Delegated Correspondent space.

🎧 Find more episodes at: https://www.NonDelInfluencersPodcast.com

📚 Find Non-Delegated Correspondent resources at: https://www.NonDelInfluencers.com

💼 Learn more about FirstFunding at: https://www.FirstFundingUSA.com

🛠️ The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

#NonDelInfluencers #MortgageLending #FrankGaray #LoanOfficerBreakfastClub #MoveTube #MortgageAI #TPOChannel #RealEstateReferrals #MattColes #FirstFunding #MortgageMarketing #RealtorRelationships #MortgageTechnology #LoanOriginators #NonDelegatedLenders #MortgagePodcast #ScalingYourBusiness #MortgageInnovation #LoanOfficerLife #8675309 #Jenny #TopOfMindMarketing

Episode Forty-Two: How FirstFunding’s Technology Tools Give Non-Delegated Lenders a Competitive Edge

Matt Coles — Tue, 03 Feb 2026 16:00:00 -0800

In today’s competitive lending landscape, compliance and operational support aren’t just nice-to-haves—they’re make-or-break essentials for Non-Delegated Lenders. If you can’t move fast, stay compliant, and deliver clarity to your borrowers, someone else will. In this episode of the Non-Del Influencers Podcast, host Matt Coles sits down with Nick Krakosky, Senior Account Executive at FirstFunding, to break down the real tech and tools that are making a difference for Non-Del lenders right now.

From streamlined access to borrower 1099s to the behind-the-scenes operational muscle FirstFunding provides, this episode peels back the curtain on what it really takes to run a compliant, scalable Non-Delegated business in 2024 and beyond.

🎯 Here are 3 crucial takeaways from Nick’s conversation with Matt Coles:

1️⃣ Don’t Let Compliance Derail Your Closing Calendar – Hear how FirstFunding’s technology ensures fast access to critical borrower documents like the 1099, keeping lenders and their customers aligned and compliant.

2️⃣ Technology That Actually Works – Discover how the FirstFunding platform simplifies the back-end so you can focus on front-end growth.

3️⃣ Support That Scales With You – As your pipeline grows, your funding partner should keep pace. Learn how FirstFunding tailors solutions to the specific needs of Non-Delegated Correspondents.

🔗 Connect with Nick Krakosky
Website: https://www.firstfundingusa.com

About the Non-Del Influencers Podcast

🎧 Find more episodes at: https://www.NonDelInfluencersPodcast.com

📚 Find Non-Delegated Correspondent resources at: https://www.NonDelInfluencers.com

💼 Learn more about FirstFunding at: https://www.FirstFundingUSA.com

🛠️ The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

Episode Forty-One: Leveling the Playing Field for Lenders with Jeff Walton, CEO/Co-Founder Ingenius

Matt Coles — Tue, 20 Jan 2026 16:00:00 -0800

In this powerful episode of the Non-Del Influencers Podcast, host Matt Coles sits down with Jeff Walton, CEO and Co-Founder of Ingenius, to explore how data accessibility can transform the way both large and small lenders compete in today’s marketplace.

Jeff pulls back the curtain on how Ingenius provides enterprise-level data solutions to lenders of all sizes—giving small shops access to the same valuable insights used by top five banks in the country. With a transparent, scalable pricing model, Jeff and his team are on a mission to democratize data and give every lender, regardless of size, the tools to make smarter decisions and expand their footprint.

Here are three key insights from Jeff's conversation with Matt Coles:
1️⃣ Enterprise Data for Everyone – Discover how small lenders can tap into national datasets traditionally reserved for the biggest players—without breaking the bank.
2️⃣ No Paywalls, Just Performance – Learn why Ingenius doesn’t gate data by region or tier, and how that empowers nimble, non-delegated lenders to grow across markets.
3️⃣ Smart Scaling Starts with Smart Data – Jeff breaks down how to use data effectively—no matter the size of your team—to fuel expansion and support sustainable growth.

🔗 Connect with Jeff Walton
Website: https://ingenius-data.com

Email: jeff@ingenius-data.com

About the Non-Del Influencers Podcast

🎧 Find more episodes at: https://www.NonDelInfluencersPodcast.com

📚 Find Non-Delegated Correspondent resources at: https://www.NonDelInfluencers.com

💼 Learn more about FirstFunding at: https://www.FirstFundingUSA.com

The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

#nondelinfluencers #MortgageLending #MortgageData #LenderTechnology #JeffWalton #IngeniusData #DataDrivenLending #MortgageStrategy #MattColes #FirstFunding #MortgageInnovation #NonDelegatedLenders #LendingSolutions #LoanOriginators #MortgageSuccess #MortgagePodcast #RealEstateLending #MortgageTech #ScalingYourBusiness #LoanOfficerLife

Episode Forty: Growing Your Mortgage Influence in 2026 with Matt Shields of USA Mortgage

Matt Coles — Tue, 06 Jan 2026 16:00:00 -0800

In this episode of the Non-Del Influencers Podcast, host Matt Coles welcomes Matt Shields, Sales Manager at USA Mortgage and Chair of the NAMB Young Professionals Committee, for a powerful discussion on branding, leadership, and how young mortgage professionals can rise in today’s market.

Matt shares his passion for guiding the next generation of originators, offering practical strategies to build personal brand equity, get involved with industry organizations, and create a lasting impact. Whether you’re fresh in the field or mentoring the next wave of talent, this episode provides a front-row seat to what’s working—and what’s needed—as we head into 2025.

Here are three key insights from Matt’s conversation with Matt Coles:
1️⃣ Brand Like a Pro – Learn why intentional branding is essential and how you can start building a reputation that stands out in the mortgage and real estate space.
2️⃣ Get Involved with NAMB – Discover how to take the first steps with the NAMB Young Professionals Committee, whether there’s a chapter in your state or you’re just looking to connect.
3️⃣ Be the Connection – Matt explains the power of being a resource for others in the industry and how that mindset can open up new opportunities for growth, leadership, and visibility.

🔗 Connect with Matt Shields
Explore Matt’s work at USA Mortgage: https://www.usamortgage.com/mortgage-loan-originator/matthew-a-shields/

Learn more about the NAMB Young Professionals Committee: https://namb.org/membership/young-professionals/

Follow Matt on Instagram: @matthew.a.shields

About the Non-Del Influencers Podcast

🎧 Find more episodes at: https://www.NonDelInfluencersPodcast.com

📚 Find Non-Delegated Correspondent resources at: https://www.NonDelInfluencers.com

💼 Learn more about FirstFunding at: https://www.FirstFundingUSA.com

The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

#NonDelInfluencers #MortgageLending #MattShields #USAMortgage #NAMByoungprofessionals #MortgageLeadership #BrandingForLOs #YoungMortgagePros #MattColes #FirstFunding #LoanOriginators #MortgageStrategy #MortgagePodcast #RealEstateGrowth #LeadershipInLending

Episode Thirty-Nine: Guest Ryan Black of Black, Mann & Graham Shares How to Future Proof

Matt Coles — Tue, 16 Dec 2025 16:00:00 -0800

In this episode of the Non-Del Influencers Podcast, host Matt Coles welcomes Ryan Black, Partner at Black, Mann & Graham, to discuss the power of strategic technology adoption, operational efficiencies, and what’s on the horizon for Non-Delegated Lenders in a rapidly shifting mortgage landscape.

Ryan shares how lenders can stay competitive by revisiting outdated processes, asking the hard questions about tech ROI, and preparing for volume surges as market conditions shift. With nearly a decade of experience supporting mortgage lenders through compliance and documentation services, Ryan gives a behind-the-scenes look at how his team is gearing up for a big 2026—including an exciting integration with LendingPad.

Here are three key insights from Ryan’s conversation with Matt:
1️⃣ Tech That Works – Ryan highlights how to evaluate your technology stack, spot inefficiencies, and implement changes without causing operational chaos.
2️⃣ Planning for the Future – From outdated business rules to unexpected volume, Ryan explains how to stay agile while preparing for the next wave in lending.
3️⃣ The LendingPad Integration – Learn how Black, Mann & Graham is leading innovation with their upcoming LendingPad integration and what that means for Non-Del lenders.

🔗 Connect with Ryan Black and explore Black, Mann & Graham at: https://www.bmandg.com

About the Non-Del Influencers Podcast
The Non-Del Influencers Podcast empowers Non-Delegated Lenders to achieve outstanding performance, drive sales, and achieve tangible results. Our mission is to provide invaluable resources and educational insights, equipping you, your team, and your business partners with the best practices for thriving as a Non-Delegated Lender in today's dynamic landscape.

🎧 Find more episodes at: https://www.NonDelInfluencersPodcast.com
📚 Find Non-Delegated Correspondent resources at: https://www.NonDelInfluencers.com
💼 Learn more about FirstFunding at: https://www.FirstFundingUSA.com

The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

#NonDelInfluencers #MortgageLending #RyanBlack #BlackMannGraham #MortgageTechnology #NonDelegatedLender #LendingPad #MortgagePodcast #MattColes #FirstFunding #MortgageEfficiency #LoanOriginators #MortgageStrategy #TechInLending

Episode Thirty-Eight:Empowering Partnerships & Industry Growth with Reina Murillo

Matt Coles — Tue, 02 Dec 2025 16:00:00 -0800

In this episode of the Non-Del Influencers Podcast, host Matt Coles welcomes Reina Murillo, Western Regional Vice President at Freedom Mortgage Wholesale, to discuss leadership, partnership, and the power of education in wholesale lending.

Reina shares how building strong relationships and focusing on education can elevate both lenders and their clients. With years of leadership experience at Freedom Mortgage, she highlights what makes a great Account Executive, why trust is essential in lending partnerships, and how her team empowers brokers to grow their businesses.

She also opens up about her passion for mentoring and how she and her husband have embraced learning and personal development—even bringing the kids in on a few family ventures!

Here are three key insights from Reina’s conversation with Matt:

1️⃣ The Power of Partnership – Reina reflects on the strength of long-term professional relationships and what it takes to be a trusted resource for brokers and lenders.

2️⃣ Building a High-Performing Team – Learn how Freedom Mortgage Wholesale continues to grow with a strong team of Account Executives and why culture and consistency matter.

3️⃣ Education = Empowerment – Reina shares her passion for client education and how knowledge-sharing creates win-win scenarios in today’s competitive lending landscape.

🔗 Connect with Reina Murillo and explore Freedom Mortgage Wholesale at: https://www.FreedomWholesale.com

About the Non-Del Influencers Podcast

The Non-Del Influencers Podcast empowers Non-Delegated Lenders to achieve outstanding performance, drive sales, and achieve tangible results. Our mission is to provide invaluable resources and educational insights, equipping you, your team, and your business partners with the best practices for thriving as a Non-Delegated Lender in today's dynamic landscape.

🎧 Find more episodes at: https://www.NonDelInfluencersPodcast.com

📚 Find Non-Delegated Correspondent resources at: https://www.NonDelInfluencers.com

💼 Learn more about FirstFunding at: https://www.FirstFundingUSA.com

The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

#NonDelInfluencers #MortgageLending #ReinaMurillo #FreedomMortgage #WholesaleLending #NonDelegatedLender #MortgagePodcast #MattColes #FirstFunding #MortgageEducation #LoanOriginators #BrokerSuccess #MortgageGrowth

Episode Thirty-Seven: Leading with Perspective with Joel Horn on Innovation & Industry Growth

Matt Coles — Tue, 18 Nov 2025 17:00:00 -0800

In this episode of the Non-Del Influencers Podcast, host Matt Coles welcomes Joel Horn, Founder of Horn Funding, to talk about perspective, passion, and the future of mortgage lending.

Joel shares how stepping into the "ivory tower" mindset—looking at your business from above—can transform the way you run operations and make decisions. With years of experience and a drive to help others, he opens up about the lessons learned from tough challenges, the power of technology in today’s market, and why he believes collaboration and knowledge-sharing are the keys to growth.

Here are three key insights from Joel’s conversation with Matt:

1️⃣ The Ivory Tower View – Why stepping back and looking at your business from a higher perspective helps you see where improvements and efficiencies are needed.

2️⃣ Lessons from the Field – Joel explains how industry challenges shaped his approach and why he’s committed to helping others avoid the same pitfalls.

3️⃣ Technology & the Future – How lenders can leverage tools and innovation to better serve clients and stay competitive.

🔗 Connect with Joel Horn and explore Horn Funding at: https://hornfunding.com/

About the Non-Del Influencers Podcast

🎧 Find more episodes at: https://www.NonDelInfluencersPodcast.com

📚 Find Non-Delegated Correspondent resources at: https://www.NonDelInfluencers.com

💼 Learn more about FirstFunding at: https://www.FirstFundingUSA.com

The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

#NonDelInfluencers #MortgageLending #JoelHorn #HornFunding #MortgageInnovation #NonDelegatedLender #MortgagePodcast #MattColes #FirstFunding #MortgageTechnology #LoanOriginators #RealEstateFinance #LendingSuccess

Episode Thirty-Six: The Future of Lending Tech with Aleyna Groves

Matt Coles — Tue, 04 Nov 2025 19:00:00 -0800

In this episode of the Non-Del Influencers Podcast, host Matt Coles sits down with Aleyna Groves, COO of Groves Capital, to explore how artificial intelligence is transforming mortgage lending—and why forward-thinking originators can't afford to ignore it.

Aleyna brings deep industry insight and a passion for innovation as she breaks down what lenders need to know about leveraging AI, streamlining operations, and capitalizing on today's shrinking competitive field.

Here are three key takeaways Aleyna shares in this insightful conversation:

1️⃣ Tech That Works for You – Discover how AI is being used today to automate the mortgage process, improve efficiency, and build stronger borrower relationships.

2️⃣ Market Shifts = New Opportunities – With fewer licensed loan officers in the field, Aleyna explains why now is a pivotal moment to differentiate yourself and capture more market share.

3️⃣ Spring 2026 Outlook – Aleyna gives us a peek into the near future and why she believes we're heading toward another major growth cycle in mortgage lending.

Whether you're looking to improve your current systems or future-proof your lending strategy, this episode gives you the edge to stay ahead in a tech-driven market.

🔗 Connect with Aleyna Groves and explore Groves Capital at: https://grovescapital.com/home

Or learn more about her mortgage AI platform at: https://GrovesIQ.com

About the Non-Del Influencers Podcast:

🎧 Find more episodes at: https://www.NonDelInfluencersPodcast.com

📚 Find Non-Delegated Correspondent resources at: https://www.NonDelInfluencers.com

💼 Learn more about FirstFunding at: https://www.FirstFundingUSA.com

The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

#NonDelInfluencers #MortgageTech #AIMortgageSolutions #AleynaGroves #GrovesCapital #MortgageInnovation #NonDelegatedLender #MortgagePodcast #MattColes #FirstFunding #MortgageAI #LoanOriginators #RealEstateFinance #LendingFuture

Episode Thirty-Five: Why Now Is the Time to Make the Move with Ross Miller

Matt Coles — Tue, 28 Oct 2025 16:00:00 -0700

In this episode of the Non-Del Influencers Podcast, host Matt Coles sits down with Ross Miller, Owner of Miller Home Mortgage, to talk about what it really takes to transition from broker to banker—and why now may be the best time to take that step.

Ross brings years of experience and a passion for empowering lenders to take control of their businesses. If you've been on the fence about making the move, this episode provides valuable clarity and guidance.

Here are three key takeaways Ross shares in this insightful conversation:

1️⃣ Understand the Benefits – Becoming a banker gives you greater control over operations, the ability to scale, and a more sustainable path to growth.

2️⃣ Know the Roadmap – Ross shares what the transition process looks like and how you can prepare your team, your systems, and your mindset for long-term success.

3️⃣ You Don’t Have to Go It Alone – With the right partners and support, shifting from broker to banker becomes a structured, achievable process—not a guessing game.

🔗 Connect with Ross Miller and explore Miller Home Mortgage at: https://millerhomemortgage.com

Whether you're just curious or actively planning to transition from broker to banker, this episode is your invitation to start that journey—backed by real experience and practical advice.

About the Non-Del Influencers Podcast:

🎧 Find more episodes at: https://www.NonDelInfluencersPodcast.com

📚 Find Non-Delegated Correspondent resources at: https://www.NonDelInfluencers.com

💼 Learn more about FirstFunding at: https://www.FirstFundingUSA.com

The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

#NonDelInfluencers #MortgageBanking #BrokerToBanker #NonDelegatedLender #MortgagePodcast #MortgagePros #LendingLeadership #RossMiller #FirstFunding #MattColes #MortgageIndustry #MortgageBusiness #LoanOriginators #RealEstateFinance

Episode Thirty-Four: Why Your Banker Move Needs a Legal Game Plan – with Alex Temple

Matt Coles — Tue, 14 Oct 2025 20:00:00 -0700

In this episode of the Non-Del Influencers Podcast, host Matt Coles sits down with Alex Temple, Partner at Mitchell Sandler LLP, to explore what every lender should know before making the move from broker to banker—and why compliance strategy should be your first conversation, not your last.

Alex brings deep legal and regulatory expertise to the table, sharing three powerful takeaways for Non-Delegated Lenders:

1️⃣ Start with strategic compliance – Don’t wait until the regulators show up. Build your policies and procedures now, so you’re ready long before the knock at the door.
2️⃣ Think creatively, plan proactively – You don’t need to have all the answers. Whether you're just exploring your options or already mapping out your operations, having the right partner helps you see around corners.
3️⃣ Get aligned, stay aligned – Work with legal advisors who not only understand the rules but also understand your business model and growth goals. Compliance isn’t just about avoiding penalties—it’s about setting a strong foundation for long-term success.

Whether you’re considering a shift to banker status or simply want to ensure your current operations are both strategic and compliant, this episode is packed with practical insights to guide your next steps.

🔗 Connect with Alex Temple and explore Mitchell Sandler LLP at: https://www.mitchellsandler.com/team/alex-temple

About the Non-Del Influencers Podcast:

🎧 Find more episodes at: https://www.NonDelInfluencersPodcast.com

📚 Find Non-Delegated Correspondent resources at: https://www.NonDelInfluencers.com

💼 Learn more about FirstFunding at: https://www.FirstFundingUSA.com

The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

Episode Thirty-Three: Scott Geisel on Leveraging Compliance Expertise Without Breaking the Bank

Matt Coles — Tue, 30 Sep 2025 22:00:00 -0700

In this episode of the Non-Del Influencers Podcast, host Matt Coles sits down with Scott Geisel, Director of Compliance at Strategic Compliance Partners, to discuss how Non-Delegated Lenders can simplify compliance, reduce costs, and confidently navigate state audits.

Scott shares three powerful insights every Non-Delegated Lender should know:
1️⃣ Tap into real-world experience – Work with compliance experts who have been in your shoes, from licensing and processing to surviving market shifts like the subprime era.
2️⃣ Leverage industry relationships – Partner with professionals who know regulators by name, understand expectations, and can help you avoid costly missteps.
3️⃣ Outsource smartly – Instead of hiring a six-figure full-time compliance officer, collaborate with a consulting firm that can support your in-house team and keep you audit-ready year-round.

Whether you’re facing your first audit or looking to strengthen your compliance framework, this episode delivers practical strategies to help you stay compliant, efficient, and profitable.

🔗 Connect with Scott Geisel and explore Strategic Compliance Partners at: https://www.strategiccompliancepartners.com

About the Non-Del Influencers Podcast:
The Non-Del Influencers Podcast empowers Non-Delegated Lenders to achieve outstanding performance, drive sales, and achieve tangible results. Our mission is to provide invaluable resources and educational insights, equipping you, your team, and your business partners with the best practices for thriving as a Non-Delegated Lender in today's dynamic landscape.

The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

Episode Thirty-Two: Irene Duford on Building a Future-Focused Non-Delegated Lending Business

Matt Coles — Tue, 16 Sep 2025 22:00:00 -0700

In this episode of the Non-Del Influencers Podcast, host Matt Coles sits down with Irene Duford, Founder & CEO of Loan Team Training, to discuss how Non-Delegated Lenders can break the cycle of short-term thinking and build businesses prepared for long-term success.

Irene shares three powerful strategies that every Non-Delegated Lender can apply today:

1️⃣ Plan beyond the next 15 days – Stop focusing only on immediate deadlines like rate lock expirations and start setting clear strategies for the next 6, 9, and 12 months.
2️⃣ Align your team around growth – Use structured meetings and training programs to keep everyone working toward the same long-term goals.
3️⃣ Invest in systems and training now – Build scalable processes that can handle market fluctuations and higher production volumes without sacrificing client service.

Whether you're running a lean operation or managing a larger team, this episode will give you the tools and mindset shifts needed to stay proactive, competitive, and scalable.

🔗 Connect with Irene Duford and explore Loan Team Training at: https://www.talktothetrainers.com

About the Non-Del Influencers Podcast:
The Non-Del Influencers Podcast empowers Non-Delegated Lenders to achieve outstanding performance, drive sales, and achieve tangible results. Our mission is to provide invaluable resources and educational insights, equipping you, your team, and your business partners with the best practices for thriving as a Non-Delegated Lender in today's dynamic landscape.

Hosted by seasoned mortgage industry professional Matt Coles and supported by FirstFunding, Inc., this podcast brings you exclusive strategies, real-world experiences, and expert interviews designed to help you excel. Whether you're a seasoned pro or just beginning your journey, the Non-Del Influencers Podcast will help you unlock success in the Non-Delegated Correspondent space.

🎧 Find more episodes at: https://www.NonDelInfluencersPodcast.com
📚 Find Non-Delegated Correspondent resources at: https://www.NonDelInfluencers.com
💼 Learn more about FirstFunding at: https://www.FirstFundingUSA.com

The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

Episode Thirty-One: FlexClose Strategies with Anne Flynn of First American Title

Matt Coles — Tue, 02 Sep 2025 22:00:00 -0700

In this episode of the Non-Del Influencers Podcast, host Matt Coles sits down with Anne Flynn, Agency Manager at First American Title, to discuss how FlexClose is helping Non-Delegated Lenders and title companies strengthen partnerships, streamline closings, and open new opportunities for growth.

Anne shares valuable insights on how joint prospecting, referrals, and collaboration through FlexClose can drive efficiency and build deeper relationships with title agencies. She explains how lenders can leverage this solution to scale effectively, avoid delays, and create a smoother experience for borrowers—giving them a competitive edge in a fast-paced market.

This is a must-listen for any Non-Delegated Lender looking to maximize every opportunity and take their business to the next level with innovative tools like FlexClose.

🔗 Connect with Anne Flynn:
Website: https://www.FirstAm.com
LinkedIn: https://www.linkedin.com/in/anne-flynn-bb678318/

The Podcast is an essential podcast with experienced realtors about the tips and tricks new realtors can incorporate along their real estate journey. Discover the pathway to triumph in the real estate industry with the Podcast! Hosted by the seasoned professional Matt Coles and supported by FirstFunding, Inc., this podcast brings you exclusive insights and best practices from successful real estate agents. Whether you're a seasoned pro or just starting, tune in to unlock the secrets of success in the dynamic world of real estate, brought to you by the experts at FirstFunding.

🎧 You can find more episodes at: https://www.NonDelInfluencersPodcast.com
📚 Find Non-Delegated Correspondent resources at: https://www.NonDelInfluencers.com
💼 Learn more about FirstFunding at: https://www.FirstFundingUSA.com

The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

Episode Thirty: Smooth Transactions & Smart Growth with Reef Merhi

Matt Coles — Tue, 19 Aug 2025 22:00:00 -0700

In this episode of the Non-Del Influencers Podcast, host Matt Coles sits down with Reef Merhi, Broker at Texas United Mortgage, to dive into what it really takes to succeed as a Non-Delegated Lender—especially when you're running a lean, efficient, and highly productive shop.

Reef shares valuable insights on how small but mighty teams, like his at Texas United Mortgage, are leveraging Non-Del lending to scale responsibly, stay competitive with pricing, and most importantly, deliver smooth transactions that build lasting client trust. With over 90% of his business in purchase loans, Reef highlights the critical importance of branding, responsiveness, and avoiding missteps that could lead to negative reviews in today’s digital-first world.

This is a must-listen for any broker or lender who thinks big results only come from big teams. Reef proves that with the right processes and mindset, smaller shops can thrive—and dominate.

🔗 Connect with Reef Merhi at: https://www.TexasUnitedMortgage.com

The Podcast is an essential podcast with experienced realtors about the tips and tricks new realtors can incorporate along their real estate journey. Discover the pathway to triumph in the real estate industry with the Podcast! Hosted by the seasoned professional Matt Coles and supported by FirstFunding, Inc., this podcast brings you exclusive insights and best practices from successful real estate agents. Whether you're a seasoned pro or just starting, tune in to unlock the secrets of success in the dynamic world of real estate, brought to you by the experts at FirstFunding.

🎧 You can find more episodes at: https://www.NonDelInfluencersPodcast.com
📚 Find Non-Delegated Correspondent resources at: https://www.NonDelInfluencers.com
💼 Learn more about FirstFunding at: https://www.FirstFundingUSA.com

The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

Episode Twenty-Nine: Advocacy, Leadership, and Growth: Insights from NAMB’s Valerie Saunders

Matt Coles — Tue, 05 Aug 2025 22:00:00 -0700

In this episode of the Non-Del Influencers Podcast, host Matt Coles, National Sales Manager at FirstFunding, Inc., sits down with Valerie Saunders, Chief Executive Strategist of the National Association of Mortgage Brokers (NAMB) and accomplished business owner.

Valerie brings decades of industry experience and a passion for advocacy, leadership, and growth. In this engaging conversation, she shares her perspective on the evolving mortgage broker landscape and how NAMB is working to support and protect the broker community. Valerie also opens up about balancing her multiple leadership roles, from running a mortgage brokerage and title company to guiding national initiatives that directly impact Non-Delegated Lenders.

Whether you're a rising LO looking to better understand the broker channel or a seasoned leader aiming to grow your business while navigating regulatory and market shifts, this episode is packed with insights you can implement today.

🔍 Key Takeaways:
🏛️ How NAMB advocates for and protects the mortgage broker community
📈 Strategies Non-Delegated Lenders can use to thrive in today’s market
🤝 Why connection and collaboration are essential for long-term success
🧭 Lessons Valerie has learned as both a business owner and national leader

📩 Want to connect with Valerie Saunders?
Visit https://www.namb.org

🎧 Don’t miss this empowering and forward-thinking conversation with one of the most influential leaders in the mortgage broker industry.

The Non-Del Influencers Podcast is an essential podcast for Non-Delegated Lenders and brokers exploring the transition to the Non-Del model. Discover the pathway to success with the Non-Del Influencers Podcast! Hosted by industry veteran Matt Coles and supported by FirstFunding, Inc., this podcast brings you best practices, operational strategies, and expert advice from the most influential voices in the mortgage industry. Whether you're just starting out or looking to scale your lending business, tune in to gain the insights and confidence you need to thrive.

🎙️ Listen to more episodes: https://www.nondelinfluencerspodcast.com
📚 Find Non-Delegated Correspondent resources: https://www.nondelinfluencers.com
🏢 Learn more about FirstFunding, Inc.: https://www.firstfundingusa.com

The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

Episode Twenty-Eight: Delfino Aguilar of Kind Lending Shares What It Takes to Lead in TPO

Matt Coles — Tue, 22 Jul 2025 23:00:00 -0700

In this episode of the Non-Del Influencers Podcast, host Matt Coles, National Sales Manager at FirstFunding, sits down with Delfino Aguilar, Chief Production Officer – TPO at Kind Lending.

With a sharp mind for strategy and a passion for mentorship, Delfino delivers a high-impact conversation full of real-world takeaways for Non-Delegated Lenders. From the importance of intentionality in sales calls to the power of reflective leadership, Delfino shares the questions he asks himself after every client interaction: What did you do right? What did you do wrong? What could be improved?

He also opens up about the value of mentorship, preparation, and lifelong learning—offering practical insights that lenders at all stages of their journey can put into action today.

Whether you're a rising LO trying to hone your sales craft or a seasoned leader looking to scale with clarity and purpose, this episode will help you think deeper, lead better, and execute smarter.

🔍 Key Takeaways:

🧭 How to bring structure and purpose to every client meeting
💭 Why reflection is a powerful tool for professional growth
🤝 The impact of mentorship on building long-term success
🧠 The mindset shift that separates top producers from the rest

📩 Want to connect with Delfino Aguilar?
Visit https://www.kindlending.com

🎧 Don’t miss this insightful and motivating episode featuring one of the most respected leaders in the TPO space.

The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

Episode Twenty-Seven: Erin Dee on Leading with Grit, Humor, and Operational Mastery

Matt Coles — Tue, 08 Jul 2025 23:00:00 -0700

In this episode of the Non-Del Influencers Podcast, host Matt Coles, National Sales Manager at FirstFunding, sits down with Erin Dee, Chief Operating Officer at InterLinc Mortgage and President of the Texas Mortgage Bankers Association.

With over 20 years of experience spanning operations, risk management, capital markets, and mortgage technology, Erin delivers a powerhouse conversation loaded with practical insights and candid moments. She shares what it takes to lead with authenticity in today’s evolving lending landscape—and how Non-Delegated Lenders can build scalable, high-performing operations while staying true to their values.

You’ll also get a taste of Erin’s signature humor as she dishes on breakfast tacos, hot sauce, and what “mortgage life” really looks like behind the scenes.

Whether you're a broker looking to make the move to a Non-Delegated model, or a seasoned lender aiming to optimize operations, this episode offers the strategic clarity and inspiration you need to level up.

🔍 Key Takeaways:

Why operational excellence is the backbone of successful Non-Del Lending

How authenticity and transparency in leadership drive stronger teams and results

The importance of industry engagement through organizations like TMBA

A lighthearted look at balancing career intensity with everyday moments

📩 Want to connect with Erin Dee directly?
Visit https://interlincmortgage.com

🎧 Don’t miss this bold, insightful, and motivating episode from one of the mortgage industry's most respected leaders.

The Podcast is an essential podcast for Non-Delegated Lenders and brokers exploring the transition to the Non-Del model. Discover the pathway to success with the Non-Del Influencers Podcast! Hosted by industry veteran Matt Coles and supported by FirstFunding, Inc., this podcast brings you best practices, operational strategies, and expert advice from the most influential voices in the mortgage industry. Whether you're just starting out or looking to scale your lending business, tune in to gain the insights and confidence you need to thrive.

The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

Episode Twenty-Six: How AmeriHome Helps Lenders Scale: A Conversation with Paul Needels, SVP at AmeriHome Correspondent

Matt Coles — Tue, 17 Jun 2025 23:00:00 -0700

In this episode of the Non-Del Influencers Podcast, host Matt Coles sits down with Paul Needels, SVP and Head of Non-Delegated Correspondent Lending at AmeriHome, to unpack what it really takes to scale successfully in today’s complex lending environment—and how AmeriHome is leading the way in supporting that growth.

Paul breaks down how AmeriHome helps Non-Delegated Lenders move confidently from broker to banker and beyond, sharing why streamlined processes and reducing file touches can be the difference-maker in today’s tighter, more competitive market. From partnership alignment to hands-on sales support, Paul offers a candid look into what separates AmeriHome from the pack.

If you're facing affordability challenges, tough qualifications, or just trying to find a smoother way to do business, this episode gives you the clarity and practical strategies to take your lending model to the next level.

🔍 Key Takeaways:

Why minimizing file touches boosts efficiency and borrower experience

What makes AmeriHome an ideal investor for growing Non-Del Lenders

How to evaluate investor partnerships that support long-term scalability

📩 Want to connect with Paul Needels or learn more about AmeriHome Correspondent?

Visit: https://correspondent.amerihome.com

🎧 Don’t miss this episode if you’re ready to evolve your lending model and compete more effectively in today’s market.

The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

Episode Twenty-Five: How Non-Del Lenders Can Differentiate with Appraisal Strategy w/Jon Tallinger

Matt Coles — Tue, 03 Jun 2025 23:00:00 -0700

In this high-impact episode of the Non-Del Influencers Podcast, host Matt Coles sits down with Jon Tallinger, Chief Growth Officer at Class Valuation, to uncover a key competitive edge for Non-Delegated Lenders: owning and optimizing your AMC (Appraisal Management Company) relationship.

Jon shares how forward-thinking lenders are moving beyond the basic appraisal process to leverage valuation partnerships as a strategic advantage. Learn how Class Valuation helps Non-Del Lenders deliver a more turnkey borrower experience, stand out in competitive markets, and ultimately position themselves as true value-add partners—not just another LO.

If you're making the move from broker to banker—or you're already operating as a Non-Del Lender—this episode will change the way you view your appraisal strategy. You’ll discover why controlling the AMC relationship isn’t just a back-office decision—it’s a front-line differentiator.

🔍 Key Takeaways:

Why the AMC relationship is often the most overlooked part of the Non-Del model

How Class Valuation supports Non-Del Lenders in delivering next-level borrower experiences

Practical steps to move from transactional to transformational lending

📩 Want to connect with Jon Tallinger directly?
Visit https://www.classvaluation.com or connect via LinkedIn: https://www.linkedin.com/in/jontallinger

🎧 Don’t miss this conversation packed with value, strategy, and real-world tips from one of the industry's leading voices in valuation innovation.

The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

Episode Twenty-Four: Tom Davis on How Non-Del Lenders Can Win with Expanded Product Access

Matt Coles — Wed, 21 May 2025 23:00:00 -0700

In this high-impact episode of the Non-Del Influencers Podcast, host Matt Coles, National Sales Manager at FirstFunding, Inc., sits down with Tom Davis, Chief Sales Officer at Deephaven Mortgage, to explore how Non-QM and Non-Delegated solutions are powering growth for today’s most agile originators.

Tom shares how Deephaven is uniquely positioned to support Non-Delegated Lenders with multi-channel delivery options, including wholesale, non-delegated, and delegated pathways—all backed by an experienced, stateside underwriting team. From builder-focused financing to seasoned loan decisions you can trust, this episode unpacks how lenders can scale confidently, diversify their product offerings, and better serve underserved borrowers.

If you're a broker making the leap to banker—or you're already in the Non-Del game and want to sharpen your edge—this is a must-listen conversation with one of the leading voices in Non-QM lending.

🔍 Key Takeaways:

Why Non-Del lenders should feel confident leveraging Deephaven’s underwriting and funding process

How Non-QM products open doors to previously untapped borrower markets

The value of working with a partner experienced in all delivery channels—especially in uncertain market conditions

📩 Want to connect with Tom Davis directly?
Visit https://deephavenmortgage.com or reach out via LinkedIn.

🎧 Don’t miss this episode if you’re ready to elevate your lending strategy and expand your reach with smarter Non-QM solutions.

The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

Episode Twenty-Three: Lauren Gustafson on Why Compliance Confidence is Key to Scaling Successfully

Matt Coles — Tue, 13 May 2025 23:00:00 -0700

In this high-impact episode of the Non-Del Influencers Podcast, host Matt Coles, National Sales Manager at FirstFunding, Inc., sits down with Lauren Gustafson, Director of Business Development at Strategic Compliance Partners, to dive into one of the most important, yet often misunderstood, aspects of Non-Delegated Lending: compliance management.

Lauren breaks down how SCP supports brokers and lenders by delivering turnkey compliance solutions that simplify oversight, reduce risk, and free up leaders to focus on growth. From regulatory navigation to day-to-day operational support, Lauren shares how Strategic Compliance Partners becomes a true extension of your business—offering clarity, consistency, and calm in an otherwise high-stakes environment.

Whether you're making the move from broker to banker or you're already operating as a Non-Del Lender, this episode will help you rethink compliance—not as a burden, but as a powerful foundation for scalability and long-term success.

🔍 Key Takeaways:

Why having the right compliance partner transforms how lenders scale
What brokers and Non-Del Lenders must know about staying ahead of regulatory changes
How SCP becomes a true partner—not just a vendor—for confident operations

📩 Want to connect with Lauren Gustafson directly?
Visit https://strategiccompliancepartners.com or email lauren@strategiccompliancepartners.com

🎧 Don’t miss this insightful episode packed with real-world takeaways and compliance strategies from one of the industry's most trusted voices in mortgage support.

The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

Episode Twenty-Two: Building Legacy & Lending the Right Way with Wade Betz at Mpire Financial Group

Matt Coles — Tue, 06 May 2025 23:30:00 -0700

In this episode of the Non-Del Influencers Podcast, host Matt Coles sits down with Wade Betz, Head of Correspondent Lending at Mpire Financial Group, for a transparent and energizing conversation on building a scalable and resilient non-delegated lending platform.

Wade opens up about his journey from retail to broker to banker—sharing valuable lessons from the trenches, including the one loan that almost went sideways and the systems that saved it. From starting with one warehouse line to now building a team and scaling investor relationships, Wade explains what it really takes to win in this space while staying true to your business values.

🎯 Key highlights include:

The promise Wade made before launching Mpire’s correspondent platform
Why transparency on rate sheets matters
Common LO hang-ups about non-del and how to overcome them
How to build your team without overhiring
Smart strategies for managing investor relationships
What to do when a loan isn’t getting purchased (and how Wade handled it like a pro)
Why systems define your success—and what "S.W.E.A.T." really means
Lessons from sharing the stage with top producer Shant at HousingWire

🔗 Want to learn more or connect directly with Wade?
Visit https://www.winningwithwade.com to dive deeper into his journey, insights, and strategies for thriving as a Non-Delegated Lender.

🎧 You can find more episodes at: https://www.nondelinfluencerspodcast.com
💼 Find Non-Delegated Correspondent resources at: https://www.nondelinfluencers.com
🔗 Learn more about FirstFunding at: https://www.firstfundingusa.com

The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

Episode Twenty-One: Drew Dyet of Pennymac TPO on Powering Growth Through Non-Del+

Matt Coles — Tue, 29 Apr 2025 23:00:00 -0700

In this dynamic episode of the Non-Del Influencers Podcast, host Matt Coles welcomes Drew Dyet, SVP – TPO Sales at Pennymac TPO, to talk about one of the most talked-about rollouts in the Non-Delegated space—PennyMac Non-Del+ Program.

Drew shares exclusive insight into what went into building this new program, the feedback loop from trusted lender partners, and why the Non-Delegated channel is more important than ever in PennyMac’s long-term vision. From overcoming tech and process challenges to staying laser-focused on partner success, Drew explains what sets Pennymac TPO's Non-Del+ Program apart—and why lenders should take notice.

This episode is a must for mortgage professionals ready to scale smart, strengthen investor relationships, and align with one of the industry's top players focused on Non-Del growth.

🔍 Key Takeaways:

What makes Pennymac TPO Non-Del+ Program a standout opportunity for Non-Del Lenders
Why collaboration between sales and tech teams is critical to launching game-changing products
The importance of support, trust, and transparency in building long-term investor relationships

📩 Want to connect with Drew Dyet directly?
Visit https://www.pennymac.com or connect with Drew on LinkedIn: Drew Dyet on LinkedIn

🎧 Want to reach out to host Matt Coles?
Connect on LinkedIn: Matt Coles on LinkedIn

The Podcast is an essential podcast with experienced realtors about the tips and tricks new realtors can incorporate along their real estate journey. Discover the pathway to triumph in the real estate industry with the Podcast! Hosted by the seasoned professional Matt Coles and supported by FirstFunding, Inc., this podcast brings you exclusive insights and best practices from successful real estate agents. Whether you're a seasoned pro or just starting, tune in to unlock the secrets of success in the dynamic world of real estate, brought to you by the experts at FirstFunding.

📘 The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

Episode Twenty: Game-Changing Non-QM Strategy with Eric Lenarz with Champions Funding

Matt Coles — Tue, 22 Apr 2025 23:30:00 -0700

In this episode of the Non-Del Influencers Podcast, host Matt Coles sits down with Eric Lenarz, EVP of Correspondent Lending at Champions Funding, for an eye-opening conversation on the evolution of Non-QM lending and what it really takes to build a fully integrated correspondent channel in today’s market.

Eric shares how Champions Funding is offering both Non-Delegated and Delegated Correspondent Lending, with the flexibility for clients to toggle between both models seamlessly. He walks us through the strategy behind launching their new Delegated channel, lessons learned from going live, and how they're simplifying a traditionally clunky space with clarity, speed, and service.

You’ll hear insights on:

Why “Non-QM is for unique borrowers, not unique properties”

The stigma of the word Non-QM and how rebranding can elevate borrower experience

Building infrastructure for scale without sacrificing service

What makes an ideal Non-Delegated partner for Champions

The roadmap ahead, including their plans to support emerging bankers with “Banker in a Box”

Whether you're a lender curious about expanding into Non-QM, a warehouse provider navigating the risks, or just looking for fresh ideas to grow your business—this episode is packed with practical insights and future-forward thinking.

📍Connect with Eric Lenarz and explore Champions Funding at https://www.champscorr.com

Welcome to the Non-Del Influencers Podcast, where we empower Non-Delegated Lenders to achieve outstanding performance, drive sales, and achieve tangible results. Hosted by Matt Coles, we bring you real-world insights, expert advice, and resources you can actually use—whether you're just getting started or scaling your business.

📚 Our topics go beyond lending—we cover marketing, leadership, time management, and more, so you can thrive in every aspect of your business.

🚀 Start growing today:
👉 https://www.nondelinfluencers.com
🎧 Follow the Podcast:
👉 https://www.nondelinfluencerspodcast.com
💼 Brought to the industry by FirstFunding, Inc.
👉 https://www.firstfundingusa.com

The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

Episode Nineteen: Scaling Success with Gabe Hanby, with United Wholesale Mortgage

Matt Coles — Tue, 15 Apr 2025 23:30:00 -0700

In this exciting new episode of the Non-Del Influencers Podcast, host Matt Coles, National Sales Manager at FirstFunding, sits down with Gabe Hanby, Senior Account Executive and Team Lead at United Wholesale Mortgage, to talk about growth, grit, and game-changing strategies for Non-Delegated Lenders.

From getting his start fresh out of Michigan State to leading a team of Account Executives and helping lenders scale from 10 to 100 loans a month, Gabe shares the real story behind his rise and how UWM empowers lenders with flexibility, tech, and speed. This episode is packed with insight on transitioning from broker to banker, overcoming common roadblocks, and maximizing comp structure — especially when it comes to VA loans and eClose technology.

If you're a Non-Delegated Lender wondering how to scale your business, streamline your process, and navigate the compliance landscape confidently, this is a must-listen. Plus, hear how FirstFunding and UWM work together to remove barriers and help lenders get up and running in just weeks.

🎧 Listen now to learn:

The biggest myths holding brokers back from becoming Non-Del Lenders

How UWM supports Non-Del lenders through a smooth onboarding process

Why flexibility and control are everything in today’s market

The role mentorship plays in scaling up — both internally and beyond the mortgage space

The advantage of surrounding yourself with industry pros who challenge and inspire growth

🔗 Connect with Gabe Hanby and explore more at https://www.uwm.com

The Podcast is an essential podcast with experienced realtors about the tips and tricks new realtors can incorporate along their real estate journey.

Discover the pathway to triumph in the real estate industry with the Podcast! Hosted by the seasoned professional Matt Coles and supported by FirstFunding, Inc., this podcast brings you exclusive insights and best practices from successful real estate agents. Whether you're a seasoned pro or just starting, tune in to unlock the secrets of success in the dynamic world of real estate, brought to you by the experts at FirstFunding, Inc.

🎙️ You can find more episodes at: https://www.nondelinfluencerspodcast.comhttps://www.nondelinfluencerspodcast.com
📚 Find Non-Delegated Correspondent resources at: https://www.nondelinfluencers.com
🔗 Learn more about FirstFunding at: https://www.firstfundingusa.com

📌 The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

Episode Eighteen: Laura Brandao on Mastering Conference ROI, Non-Del Growth & Industry Headwinds

Matt Coles — Tue, 01 Apr 2025 23:45:00 -0700

In this powerhouse episode of the Non-Del Influencers Podcast, host Matt Coles sits down with the unstoppable Laura Brandao, CEO of Lighthouse Advisors, to break down how to truly maximize your impact during conference season—and why most mortgage professionals are missing the mark.

Laura brings her signature energy and insights to the mic, sharing her battle-tested strategies for pre-planning, networking with purpose, and nailing the follow-up after industry events. From proactive calendar management to creating memorable, personal connections, Laura details exactly how she’s turned 15-minute meetings into long-term partnerships—and how you can do the same.

The conversation dives into timely industry topics, including:

Reactions to recent FHFA and GSE announcements

The real meaning behind “affordability” in today’s market

Why growth-minded Non-Delegated Lenders are seizing the moment

Common misconceptions about moving from broker to banker

The importance of staying educated and being an advisor—not just a loan originator

If you’re heading into conference season—or simply looking to sharpen your growth game as a Non-Del—this episode is your blueprint.

📲 Connect with Laura Brandao and learn more at: https://www.lighthouseadvisors.com/

Don't miss out on this incredible opportunity to gain expert insights and practical knowledge. Join us on this transformative journey by visiting https://www.NonDelInfluencers.com to find out more. Your success as a Non-Delegated Lender starts today!

Find Non-Delegated Correspondent resources at:
👉 https://www.nondelinfluencers.com

Follow our Podcast at:
👉 https://www.nondelinfluencerspodcast.com

Non-Del Influencers is brought to the industry by FirstFunding, Inc.
🔗 Learn more at https://www.firstfundingusa.com

Episode Seventeen: Preparing for a Lower Interest Rate Environment with Josh Tindel

Matt Coles — Tue, 23 Jul 2024 23:30:00 -0700

In this episode of the Non-Del Influencers Podcast, host Matt Coles, National Sales Manager with FirstFunding, Inc., sits down with Josh Tindel, Senior Vice President at Atlas Title Company, to discuss the shifting landscape of the mortgage industry as interest rates begin to trend downwards.

Tune in as Matt and Josh delve into the implications of a lower interest rate environment for non-delegated lenders, the rising significance of refinancing, and how companies like Atlas Title are preparing to meet the surge in demand. Josh shares insightful strategies on leveraging your database, optimizing processes, and ensuring your partnerships are robust enough to handle the increased workload.

Are you ready for the refinance wave? Josh's firsthand experiences and tips will help you stay ahead in the competitive market, ensuring you're prepared for the upcoming changes.

For more insights, visit Atlas Title Company at https://www.atlastitleco.com/

Podcast Information

Find Non-Delegated Correspondent resources at:
https://www.nondelinfluencers.com

Follow our Podcast at:
https://www.nondelinfluencerspodcast.com

Non-Del Influencers is brought to the industry by FirstFunding, Inc. Find out more about FirstFunding at https://www.firstfundingusa.com.

The Podcast is an essential listen for experienced realtors about the tips and tricks new realtors can incorporate along their real estate journey. Discover the pathway to triumph in the real estate industry with the Non-Del Influencers Podcast! Hosted by seasoned professional Matt Coles and supported by FirstFunding, Inc., this podcast brings you exclusive insights and best practices from successful real estate agents. Whether you're a seasoned pro or just starting, tune in to unlock the secrets of success in the dynamic world of real estate, brought to you by the experts at FirstFunding, Inc. You can find more episodes at https://www.nondelinfluencerspodcast.com.

The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon, for any other purpose.

#NonDelInfluencers #MortgageLending #RealEstate #Refinance #InterestRates #AtlasTitle #FirstFunding #MattColes #NonDelegatedLenders #RealEstateTips #Podcast #MortgageIndustry #FinancialGrowth #LoanStrategies #TitleInsurance #HomeBuying #RealEstateInvesting #MortgageInsights #LenderTips #homeloans

Episode Sixteen: Unleashing the Power of Systems, Processes, and People with Jennifer McGuinness

Matt Coles — Tue, 11 Jun 2024 22:00:00 -0700

In this exciting episode, we have the honor of hosting Jennifer McGuinness, the CEO of Pivot Financial. Jennifer is not only an innovator but also a thought leader in the financial industry. She built the first hedge fund issuer of AAA-rated RMBS securities collateralized by newly originated loans and has brought products to market in unprecedented ways. Jennifer also led the first women-owned mortgage loan aggregator and is now pioneering the first multi-dimensional aggregator and asset management business.

Join us as we delve into the power of systems, processes, and people with Jennifer. Learn how she has transformed the market with her innovative approaches and leadership.

Connect with Jennifer McGuinness at https://www.pivot.financial/

If you'd like to find out more about becoming a non-delegated lender visit FirstFunding at https://www.firstfundingusa.com

Find Non-Delegated Correspondent resources at:
http://www.nondelinfluencers.com

Follow our Podcast at:
http://www.nondelinfluencerspodcast.com

Non-Del Influencers is brought to you by FirstFunding, Inc. Find out more about FirstFunding at https://www.firstfundingusa.com

Episode Fifteen: Seize the Moment with JD Cutri: Becoming a Non-Delegated Lender and its Advantages

Matt Coles — Tue, 28 May 2024 23:00:00 -0700

In the most recent episode of the Non-Del Influencers Podcast, host Matt Coles welcomes JD Cutri, an experienced Account Executive from Plaza Home Mortgage. Dive into an engaging conversation about why "The time is now to become a non-delegated lender" and explore the unique advantages this channel holds for today’s mortgage professionals. JD shares his insights from Plaza Home Mortgage, offering listeners exclusive tips on how to leverage these opportunities effectively.

Connect with JD Cutri at https://www.plazahomemortgage.com

If you'd like to find out more about becoming a non-delegated lender visit FirstFunding at https://www.firstfundingusa.com

Find Non-Delegated Correspondent resources at:
http://www.nondelinfluencers.com

Follow our Podcast at:
http://www.nondelinfluencerspodcast.com

Non-Del Influencers is brought to you by FirstFunding, Inc. Find out more about FirstFunding at https://www.firstfundingusa.com

Episode Fourteen: Navigating the Ups and Downs of Mortgage Lending with Trenton Fudge

Matt Coles — Tue, 14 May 2024 23:34:00 -0700

In this captivating episode of the Non-Del Influencers Podcast, join host Matt Coles as he welcomes Trenton Fudge, Account Executive at FirstFunding, Inc. Dive deep into the dynamic world of mortgage lending, where Trenton shares his journey from an intern at Plaza Home Mortgage to a pivotal role in shaping financing solutions during challenging times like the COVID-19 pandemic. Visit FirstFunding to connect with Trenton and explore more about their services.

This episode is a must-listen for anyone interested in the mortgage industry's intricacies and how resilience, networking, and adaptability lead to success. Whether you're a newcomer or a seasoned professional, Trenton's insights provide valuable lessons on thriving amid industry fluctuations.

About the Podcast:

The Podcast is an essential resource for experienced realtors and newcomers alike, offering tips and tricks that can be incorporated along their real estate journey. Discover the pathway to triumph in the real estate industry with the Podcast! Hosted by seasoned professional Matt Coles and supported by FirstFunding, Inc., this podcast brings you exclusive insights and best practices from successful real estate agents. Whether you're a seasoned pro or just starting, tune in to unlock the secrets of success in the dynamic world of real estate, brought to you by the experts at FirstFunding, Inc. You can find more episodes at Non-Del Influencers Podcast.

Find Non-Delegated Correspondent resources at:
http://www.nondelinfluencers.com

Follow our Podcast at:
http://www.nondelinfluencerspodcast.com

Non-Del Influencers is brought to the industry by FirstFunding, Inc. Find out more about FirstFunding at https://www.firstfundingusa.com

The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

#MortgageLending
#NonDelInfluencersPodcast
#RealEstateFinance
#LeadershipTraining
#FirstFunding
#MortgageTips
#FinancialSuccess
#LoanOfficers
#RealEstateIndustry
#CareerDevelopment

Episode Thirteen: Welcoming a New Era: Matt Coles Takes the Helm

Nate Clear — Wed, 01 May 2024 23:45:00 -0700

In an exciting turn of events for the Non-Del Influencers Podcast, we are thrilled to announce a pivotal transition in our journey. Episode Thirteen marks not just another insightful session, but a milestone for our community as Ginger Bell, stepping in for Nate, introduces a fresh face to the podcast's hosting lineup, Mr. Matt Coles.

With a rich history spanning over two decades in the mortgage industry, Matt Coles brings to the table unparalleled expertise and a vibrant vision for the future. As he steps into his new role as the National Sales Manager for First Funding, succeeding Nate, Matt shares his journey and the synergistic relationships that have paved his path to this moment.

This episode dives deep into the heart of the mortgage industry, exploring the evolution of non-delegated lending and the crucial role of education and technology in empowering brokers to transition into successful bankers. Matt's candid conversation with Ginger sheds light on his philosophy of leadership, the significance of nurturing strong industry relationships, and his excitement for the transformative potential of non-del lending.

Join us as we embark on this new chapter with Matt at the helm, promising to bring a wealth of knowledge, fresh perspectives, and engaging discussions that challenge and inspire. Whether you're an industry veteran or new to the world of mortgage lending, this episode is a beacon for what's ahead, signaling growth, innovation, and the importance of community in navigating the ever-changing landscape of the mortgage industry.

Don't miss out on this pivotal episode. Subscribe to the Non-Del Influencers Podcast for more insightful discussions, and be sure to join our online community for exclusive content and resources tailored to mortgage professionals.

Visit our website at www.nondelinfluencerspodcast.com

#nondelegated, #mortgageloanofficer, and #nondelinfluencerspodcast to stay connected and informed.

Episode Twelve: Empowering the Mortgage Industry: A Conversation with Ross Miller of NAMB

Nate Clear — Wed, 03 Jan 2024 00:00:00 -0800

In the latest episode of the Non-Del Influencers Podcast, hosts Nate and Nick welcome a distinguished guest, Ross Miller from Miller Home Mortgage, who also serves as a Director of NAMB, the National Association of Mortgage Professionals. This episode offers a deep dive into the initiatives and legislative efforts of NAMB, highlighting its crucial role in shaping policies that affect lenders and homeowners across the country.

Ross sheds light on NAMB's efforts to combat trigger leads with legislation like Senate Bill 3502 and H.R. 2656, emphasizing the importance of protecting customers from aggressive marketing tactics. He also discusses the organization's advocacy for veterans, particularly through supporting HR 4944, aimed at maintaining VA benefits for surviving spouses of veterans.

The episode further explores NAMB's influential role in the national conversation about homeownership and mortgage lending. Ross details the organization's interactions with major entities like the Consumer Financial Protection Bureau and Freddie Mac, underlining the power of a unified voice in influencing policy and industry practices.

Listeners will also gain insights into NAMB's initiatives for fostering state-level representation and involvement in mortgage industry affairs. Ross invites professionals from all states to participate in NAMB's council, akin to a Senate, to amplify their state's voice and contribute to national discussions.

To find out more about NAMB you can go to http://www.namb.org

This episode is packed with valuable information for mortgage professionals and anyone interested in the intersection of mortgage lending and legislative action. It's a call to action for industry professionals to engage more deeply with NAMB, highlighting the benefits of being part of a larger collective that's shaping the future of the mortgage industry.

Remember to subscribe to the Non-Del Influencers Podcast for more insightful conversations like this, and join our online community for exclusive content.

Visit our website http://www.nondelinfluencerspodcast.com for episode transcripts and stay connected with #nondelegated, #mortgageloanofficer, and #nondelinfluencerspodcast.

Be sure to go to our Non-Del Resource Center at http://www.nondelinfluencers.com

Tune in to this episode to understand the significant impact of NAMB's work and how it's shaping the mortgage industry's future.

Episode Eleven: Mastering Government Loans in Non-Del Lending with Mike Mell

Nate Clear — Tue, 12 Dec 2023 00:00:00 -0800

Welcome to a new episode of the Non-Del Influencers Podcast, where we continue to be your guiding light in the non-del lending world. In this episode, host Nate, alongside co-host Nick, brings an exceptional discussion with Mike Mell, Senior Vice President at Freedom Mortgage Wholesale.

The Non-Del Influencers Podcast stands as a beacon in the non-del lending arena, offering a unique blend of industry insights, expert interviews, and in-depth discussions. Nate and Nick engage their audience with enlightening dialogues about mortgage industry nuances, document generation solutions, and the latest industry trends.

Our special guest, Mike Mell, sheds light on the art of being a non-delegated correspondent lender, focusing on the specifics of handling government loans. This episode is a goldmine for brokers, non-delegated lenders, bankers, or real estate agents looking to excel in this area. Mike’s insights offer practical strategies and an in-depth understanding of the advantages and challenges in non-delegated lending, especially in the government loans sector.

If you are a professional in the mortgage industry, this episode is tailored just for you. Tune in to gain a competitive edge and stay ahead in your field.

Subscribe now to the Non-Del Influencers Podcast and join our community. Let’s keep the conversation going using our hashtags: #nondelegated, #mortgageloanofficer, and #nondelinfluencerspodcast.

For those keen to dive deeper or connect with Freedom Mortgage Wholesale Division, check out the link in our podcast description.

Subscribe Now at https://www.nondelinfluencerspodcast.com

Explore Our Resource Center at https://www.nondelinfluencers.com

Interested in becoming a Non-delegated lender and securing a warehouse facility with FirstFunding? Visit www.firstfundingusa.com for more information.

Don’t miss this insightful episode – it’s an essential listen for anyone in the mortgage industry aiming to broaden their horizons!

Episode Ten: Navigating New Waters: Chris Peirson and the Impact of Burnett vs NAR

Nate Clear — Thu, 30 Nov 2023 07:06:07 -0800

In this critical tenth episode of the Non-Del Influencers Podcast, host Nate Clear welcomes Chris Peirson, a legal authority from Peirson Law Firm and PP Docs, to explore the transformative Burnett vs NAR case. This episode is especially crucial for brokers, non-delegated lenders, bankers, and real estate agents who are navigating the rapidly changing landscape of the real estate industry.

The Non-Del Influencers Podcast stands as a beacon in the non-del lending arena, offering a unique blend of industry insights, expert interviews, and in-depth discussions. Hosts Nate and Nick engage their audience with enlightening dialogues about mortgage industry nuances, document generation solutions, and the latest industry trends.

In this engaging conversation, Chris Peirson, armed with her extensive legal background and a J.D. Degree from Texas Tech University Law School, deciphers the intricacies of the Burnett vs NAR case. The discussion delves into the recent groundbreaking verdict against the National Association of Realtors, underscoring its potential repercussions on commission structures and the transparency of real estate transactions.

This episode is a must-listen for industry professionals seeking to understand the implications of this verdict on realtor fees, the Department of Justice's perspective on real estate agents' compensation, and the overall impact on market dynamics. It offers valuable insights not just for mortgage and real estate experts but also for anyone interested in the economic and legal dimensions of property dealings.

For further detailed analysis from Chris Peirson, visit her website at www.ppdocs.com.

Discover more resources and exclusive podcast material at the Non-Del Influencers Podcast website at https://www.nondelinfluencerspodcast.com and our Resource Center at https://www.nondelinfluencers.com.

If you are a broker, non-delegated lender, banker, or real estate agent, this episode is tailored for you. Tune in to stay ahead in your field.

Subscribe now and join our community using our hashtags: #nondelegated, #mortgageloanofficer, and #nondelinfluencerspodcast.

Subscribe Now at https://www.nondelinfluencerspodcast.com

Explore Our Resource Center at https://www.nondelinfluencers.com

Episode Nine: Document Generation Solutions as a Non-Del Lender with Emily Shapiro - Docutech

Nate Clear — Tue, 17 Oct 2023 00:00:00 -0700

Step into our podcast realm where we bring you insightful conversations with the best minds in non-del lending. Tune in for a captivating conversation with Emily Shapiro, a true industry leader, and trailblazer, and gain valuable insights into the ever-evolving landscape of document generation solutions for Non-Dels.

Join Nate and Nick as they delve into a riveting conversation with Emily, exploring the lifecycle of documents needed as a non-delegated lender.

Navigate the intricate world of lending from the perspective of a non-delegated correspondent lender. Deepen your grasp on the essential aspects of this role and discover the driving forces behind the trend of retail originators transitioning to independent brokers or non-delegated correspondent alliances.

For exclusive content, episode transcripts, and to connect with fellow mortgage aficionados, head over to www.nondelinfluencerspodcast.com.

Seize this opportunity! Subscribe to the Non-Del Influencers Podcast and embark on a transformative odyssey as a non-delegated correspondent lender or independent broker. Dive into the world where knowledge converges with opportunity.

Join our online community!

#nondelegated, #mortgageloanofficer, #nondelinfluencerspodcast, and more.

Stay updated, stay informed, and let experts like Emily Shapiro with Docutech guide you through the dynamic landscape of the mortgage industry.

Episode Eight: Unlocking the Secrets of Wholesale Lending: A Deep Dive with Jillian Sorensen

Nate Clear — Tue, 03 Oct 2023 00:00:00 -0700

Step into our podcast realm where we bring you insightful conversations with the best minds in wholesale lending. This episode shines the spotlight on Jillian Sorensen, the dynamic Account Executive at Flagstar Bank and the brain behind Jillian’s Corner on www.NonDelInfluencers.com.

Join Nate and Nick as they delve into a riveting conversation with Jillian, exploring the pivotal role of wholesale Account Executives in the non-delegated sector. Recognized for her genuine passion for education, Jillian has significantly enriched the learning resources at www.nondelinfluencers.com's resource center.

For exclusive content, episode transcripts, and to connect with fellow mortgage aficionados, head over to www.nondelinfluencerspodcast.com.
Seize this opportunity!

Subscribe to the Non-Del Influencers Podcast and embark on a transformative odyssey as a non-delegated correspondent lender or independent broker.

Dive into the world where knowledge converges with opportunity.

Join our online community!

Use the hashtags: #nondelegated, #mortgageloanofficer, #nondelinfluencerspodcast, and more.

Stay updated, stay informed, and let experts like Jillian Sorensen guide you through the dynamic landscape of the mortgage industry.

Episode Seven: The Appraisal and Property Valuation Landscape with Jon Tallinger of Class Valuation

Nate Clear — Tue, 19 Sep 2023 00:00:00 -0700

Welcome to the Non-Del Influencers Podcast, your go-to platform for invaluable wisdom and compelling dialogues with thought leaders in wholesale lending. In today's episode, we're excited to feature Jon Tallinger, the Chief Growth Officer at Class Valuation.

Join our hosts, Nate and Nick, as they delve into the intricate landscape of property appraisals in the current mortgage market.

Jon provides a real-time pulse on market trends and forecasts what lies ahead. Since joining Class Valuation as its inaugural employee in 2009, Jon has worn multiple hats within the organization. His current mission centers on spearheading the company's expansion strategies. Under his stewardship, Class Valuation's Sales & Marketing Team has propelled the company to a staggering 250% growth since 2016, with plans for even greater achievements on the horizon.

Class Valuation is a staunch advocate for non-delegated lenders, offering a streamlined approach to property data collection, unbiased reporting, and comprehensive property details at your disposal. Discover how their innovative bifurcated appraisal process accelerates workflows while maintaining appraisal accuracy.

For more on Class Valuation and to connect with Jon, visit www.classvaluation.com.

Dive into the multifaceted world of lending from the vantage point of a non-delegated correspondent lender. Enhance your understanding of the critical components of this role and uncover why retail originators are increasingly pivoting to independent brokers or non-delegated correspondent partnerships.

For bonus content, episode transcripts, and networking opportunities with mortgage professionals, visit our official website at www.nondelinfluencerspodcast.com.

Don't let this chance slip by—subscribe to the Non-Del Influencers Podcast and set forth on a transformative journey as a non-delegated correspondent lender or independent broker. Unlock your potential in the wholesale lending arena with the Non-Del Influencers Podcast—where expertise meets opportunity.

Engage with us on social media using the hashtags:
#nondelegated, #nondelegatedlender, #warehouselineofcredit, #nondelinfluencerspodcast, #mortgageloanofficer, #mortgagelender, #mortgages, #lender.

Stay ahead of industry shifts and garner actionable insights from authorities like Jon Tallinger as you chart your course in the ever-evolving mortgage sector.

Episode Six: Navigating Compensation & Trends with Chad Osterhout, VP of UWM Correspondent Lending

Nate Clear — Tue, 05 Sep 2023 23:00:00 -0700

Welcome to the Non-Del Influencers Podcast, your ultimate resource for valuable insights and engaging discussions with industry experts in the world of wholesale lending. In this episode, we are thrilled to have Chad Osterhout, the Vice President of UWM Sales & Correspondent Lending at United Wholesale Mortgage (UWM), as our special guest.

Tune in as our hosts, Nate and Nick, dive deep into the intricacies of lender compensation and disclosure within the wholesale lending space. With Chad's extensive knowledge and experience at UWM, they provide a comprehensive exploration of this crucial aspect of the mortgage industry.

Chad brings a unique perspective to the table as he shares an emerging trend he has noticed within the industry. He reveals that many retail originators are making a significant shift in their careers, opting to go back to being independent brokers or joining non-delegated correspondent partners. This shift reflects the evolving landscape of the mortgage industry and the opportunities that arise for professionals seeking greater independence and control over their business.

Join us as we unravel the complexities and nuances of lending from the perspective of a non-delegated correspondent lender. Gain a deeper understanding of the key elements involved in being a non-delegated correspondent lender, and explore the reasons behind the trend of retail originators transitioning to independent brokers or non-delegated correspondent partners.

To learn more about United Wholesale Mortgage and their innovative solutions, visit their official website at www.uwm.com. Additionally, for additional resources, episode transcripts, and to connect with other professionals in the mortgage industry, be sure to visit our website at http://www.nondelinfluencerspodcast.com.

Don't miss out on the opportunity to stay informed and inspired. Subscribe to the Non-Del Influencers Podcast today and embark on a transformative journey as a non-delegated correspondent lender or independent broker. Unlock the keys to success in the wholesale lending industry with the Non-Del Influencers Podcast, where knowledge meets opportunity.

Join the conversation on social media using the hashtags:

#nondelegated #nondelegatedlender #warehouslineofcredit #nondelinfluencerspodcast #mortgageloanofficer #mortgagelender #mortgages #lender.

Stay ahead of the curve and gain valuable insights from industry experts like Chad Osterhout, as you navigate the changing dynamics of the mortgage industry.

Episode Five: Non-Delegated Correspondent Benefits with Guest: Matt Coles with Plaza Home Mortgage

Nate Clear — Tue, 22 Aug 2023 23:00:00 -0700

Welcome to the Non-Del Influencers Podcast, where we bring you expert insights and tips from industry professionals. Hosted by Nate Clear and Nick Krakosky from FirstFunding, this episode features a special guest, Matt Coles from Plaza Home Mortgage.

Matt dives into the benefits of being a non-delegated correspondent, shedding light on how brokers can leverage non-del status to their advantage. With years of experience in the mortgage industry, Matt offers invaluable insights that can help you take your lending business to the next level.

In addition to exploring the advantages of non-delegated lending, this podcast covers a range of other topics such as warehouse lines of credit, mortgages, and lenders. Our goal is to provide you with practical tips and strategies to help you succeed in the ultra-competitive world of lending. You can find out more about doing business as a non-delegated correspondent with Plaza Home Mortgage at http://www.plazahomemortgage.com

Don't forget to visit our website at https://www.nondelinfluencerspodcast.com for additional resources including episode transcripts and forums to connect with like-minded professionals. Whether you're a seasoned mortgage loan officer or just starting out, subscribing to the Non-Del Influencers Podcast will give you access to exclusive insights and expertise that can make all the difference in your lending business.

Join the community of industry professionals dedicated to excellence by subscribing today. Don't miss out on this informative episode of the Non-Del Influencers Podcast!

#nondelegated #nondelegatedlender #warehouslineofcredit #nondelinfluencerspodcast #mortgageloanofficer #mortgagelender #mortgages #lender

Episode Four: Leveraging Newzip Technology for an Impactful Buyer and Seller Experience

Nate Clear — Tue, 08 Aug 2023 23:00:00 -0700

Welcome to the Non-Del Influencers Podcast, hosted by Nate Clear and Nick Krakosky from FirstFunding. In this episode, we are excited to have Adi Pavlovic, an expert in the real estate industry CEO/Co-founder of Newzip, a company that offers solutions for non-delegated correspondents seeking to connect with real estate agents.

Adi shares his valuable insights on how non-delegated correspondents can leverage Newzip's innovative technology to build connections with real estate agents, resulting in a tailored experience for each buyer and seller. Newzip's real estate brokerage-as-a-service platform enables any mortgage business to attach real estate agent services to their portfolio, allowing them to stay connected to the customer throughout the transaction.

As a mortgage loan officer or mortgage lender, staying ahead of the competition is crucial for success. This episode provides you with practical tips and strategies to help you thrive in the competitive world of non-delegated lending. Adi, Nate, and Nick discuss the importance of building strong relationships with real estate agents and offer actionable steps to help you achieve this goal.

You can find out more about Newzip at http://www.newzip.com.

But that's not all! The podcast also covers topics such as warehouse lines of credit, mortgages, and lenders. We invite you to visit our website at https://www.nondelinfluencerspodcast.com for additional resources, including episode transcripts and forums to connect with other professionals in the mortgage industry.

Don't miss out on this informative episode of the Non-Del Influencers Podcast. Subscribe today to unlock the keys to success as a non-delegated correspondent lender, and join the community of industry professionals dedicated to excellence.

#nondelegated #nondelegatedlender #warehouslineofcredit #nondelinfluencerspodcast #mortgageloanofficer #mortgagelender #mortgages #lender

Episode Three: Staying Compliant as a Non-Delegated Lender with Strategic Compliance Partners

Nate Clear — Tue, 25 Jul 2023 23:00:00 -0700

Welcome to another informative episode of the Non-Del Influencers Podcast, where we bring you essential insights to excel as a non-delegated correspondent lender. In this episode, host Nate Clear is joined by Scott Geisel, Director of Compliance, and Lauren Jerome, Director of Business Development, from Strategic Compliance Partners.

Compliance is a critical aspect of the mortgage industry, particularly for non-delegated lenders. Scott Geisel, with his extensive compliance expertise, discusses the importance of staying compliant and the unique challenges non-delegated lenders face. Meanwhile, Lauren Jerome sheds light on how Strategic Compliance Partners assists lenders in managing compliance, obtaining licenses, and establishing robust compliance management systems.

Throughout the episode, Scott and Lauren provide valuable advice on navigating the regulatory landscape, developing effective policies and procedures, and implementing quality control measures. They also share success stories of non-delegated lenders who have achieved compliance excellence through Strategic Compliance Partners' tailored solutions.

If you're a non-delegated lender seeking to enhance your compliance practices or gain a deeper understanding of compliance management, this episode is a must-listen. Stay informed, prioritize compliance, and unlock the peace of mind that comes with a strong compliance foundation.

Tune in to the Non-Del Influencers Podcast and discover how Strategic Compliance Partners can help you stay compliant and thrive in the non-delegated lending arena.

Find out more at https://www.nondelinfluencerspodcast.com

#nondelegated #lender #lenders #nondelinfluencers #complianceinlending #compliance

Episode Two: Standing Out as a Non-Delegated Correspondent Lender with Rosegate Mortgage

Nate Clear — Tue, 11 Jul 2023 06:00:00 -0700

Welcome to another compelling episode of the Non-Del Influencers Podcast, hosted by Nate Clear and Nick Krakosky from FirstFunding. In this episode, we have the pleasure of hosting two remarkable guests, Bryce Bradley, President & CEO of Rosegate Mortgage, and Brad Bradley, renowned entrepreneur and Chairman of Rosegate Mortgage.

Bryce Bradley, a graduate of Wofford College with a finance background, embarked on a diverse career journey that eventually led him to the mortgage industry. Bryce's expertise lies in the hybrid model of non-delegated correspondent lending and brokering, serving as the driving force behind Rosegate Mortgage, headquartered in Charlotte, NC. Joining Bryce is his father and partner, Brad Bradley, an esteemed entrepreneur with a rich history of success in the mortgage industry.

During this engaging episode, Nate, Nick, Bryce, and Brad delve into the intriguing world of non-delegated correspondent lending. The conversation centers around the unique aspects that set Rosegate Mortgage apart from the competition and why the non-delegated model has proven to be a game changer for their business.

One of the key topics discussed is the effective use of educational marketing. Bryce and Brad shed light on how they leverage this approach to differentiate themselves in the market and establish a strong brand presence. Listeners will gain valuable insights into the strategies, tactics, and benefits of educational marketing, and how it contributes to their overall success as a non-delegated correspondent lender.

As the conversation unfolds, Bryce and Brad share their experiences, lessons learned, and invaluable advice for aspiring non-delegated lenders. They provide practical tips and actionable steps to create a lasting impact in the industry, emphasizing the importance of education, collaboration, and staying ahead of the curve.

Join us for this insightful episode as we dive into the world of Rosegate Mortgage, learn from the expertise of Bryce Bradley and Brad Bradley, and uncover the secrets to standing out as a non-delegated correspondent lender. Tune in to gain a fresh perspective on educational marketing and discover how it can revolutionize your business.

Don't forget to visit our website at https://www.nondelinfluencerspodcast.com for additional resources, episode transcripts, and to connect with other professionals in the mortgage industry. Subscribe to the Non-Del Influencers Podcast today and unlock the keys to success as a non-delegated correspondent lender.

#nondelegated #nondelegatedlender #warehouslineofcredit #nondelinfluencerspodcast #mortgageloanofficer #mortgagelender #mortgages #lender

Episode One: Non-Del Influencers Podcast: Unlocking Success as a Non-Delegated Correspondent Lender

Nate Clear — Tue, 27 Jun 2023 23:00:00 -0700

Welcome to the Non-Del Influencers Podcast, a groundbreaking show hosted by Nate Clear and Nick Krakosky, industry experts from FirstFunding. If you're aspiring to become a non-delegated correspondent lender or looking for invaluable insights and advice to excel in this field, then this podcast is tailored specifically for you.

In this highly anticipated introductory episode, Nate and Nick sit down with a special guest, Ginger Bell, the esteemed host of the Mortgage Influencers podcast and CEO of Edumarketing. Ginger brings her extensive expertise and wealth of knowledge to the table as she shares a plethora of tips, tricks, and best practices for becoming and thriving as a non-delegated lender.

As an essential resource for professionals in the mortgage industry, the Non-Del Influencers Podcast is dedicated to empowering listeners with the tools and strategies needed to navigate the intricate world of non-delegated lending. Each episode will provide you with invaluable insights from industry veterans, covering a wide range of topics such as compliance, risk management, underwriting, marketing, and business development.

Throughout the series, Nate and Nick will engage with influential guests, thought leaders, and top performers in the field. By delving into their experiences, success stories, and lessons learned, the hosts aim to equip listeners with practical advice that can be immediately implemented to elevate their own careers.

The Non-Del Influencers Podcast is committed to bridging the knowledge gap and fostering a vibrant community of non-delegated correspondent lenders. Whether you're a seasoned professional or just starting out, this podcast will provide you with the guidance and inspiration needed to excel in this ever-evolving industry.

Don't miss out on this opportunity to gain a competitive edge and stay ahead of the curve. Tune in to the Non-Del Influencers Podcast and visit our website at www.nondelinfluencerspodcast.com for a wealth of resources, episode transcripts, and more. Let's unlock your potential and embark on a transformative journey together!

How is the current warehouse industry landscape

Nate Clear — Sat, 21 Jan 2023 12:28:51 -0800

Welcome to the Non-Del Influencers Podcast, your go-to resource for non-delegated correspondent lenders looking to unlock their full potential and achieve exceptional success in the mortgage industry. Hosted by industry experts Nate Clear and Nick Krakosky from FirstFunding, this podcast is designed to provide invaluable insights, tips, and strategies for individuals interested in becoming or already involved in non-delegated lending.

Each episode of the Non-Del Influencers Podcast features engaging discussions with industry leaders, top performers, and influential guests who share their experiences, expertise, and proven best practices. From compliance and risk management to underwriting, marketing, and business development, every aspect of non-delegated lending is explored to provide listeners with actionable takeaways they can apply in their own careers.

Start your journey today. Find out more at www.NonDelInfluencersPodcast.com