Good. Better. Broker.

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

Non-Agency Loans Give Brokers another Avenue for Serving Buyers and Investors

Diversifying your product offerings is a strategy for winning in any market and especially in this one. How can independent mortgage brokers position themselves as experts in the non-agency and investment loan category? Check out episode #20 of Good. Better. Broker as we talk with two high producing brokers who have made non-agency loans the primary focus of their business.

In this episode of the Good. Better. Broker. Podcast, you’ll how to embrace non-agency loans as part of your playbook.

In this episode, we discuss ...

• 2:00 – why Eric believes mortgage brokers need to embrace non-agency loans
• 3:06 – how non-agency loans have helped Eric grow his business
• 5:15 – Eric’s approach on selling non-agency products
• 8:41 – Why Eric asks his borrowers atypical questions as part of his process
• 10:00 – How this category has opened doors for Eric with CPA’s and financial advisors
• 12:09 – How knowing guidelines sets Eric up for success
• 14:45 – How Brenna has used non-agency loans to grow her business
• 15:52 – Why Brenna made long and short-term rentals her business focus
• 16:57 – Brenna’s approach to selling investment property loans
• 17:49 – How Brenna explains the numbers to her clients
• 19:24 – Why investment properties can be a successful strategy for mortgage brokers
• 20:58 – How this model has helped Brenna create a referral-based business
• 22:22 – Identifying geographic areas for investment properties

Meet The Guests In This Episode

Eric Eisenberg

Eric operates a one-man shop out of Orange County, California funding over $100 million in loan production with a referral-only client base. While he has over 20 years of experience with standard loans, Eric has recently shifted his focus to non-agency purchases as he feels that this gives him the ability to provide his clients with a service that is unique and valuable. Eric prides himself on educating his clients and referral partners through his experiences and offering goal-based solutions for their specific needs.

Brenna Carles

Based in the Great Smoky Mountains of Tennessee, Brenna has experienced tremendous growth by focusing on vacation homes, short-term rentals, investing strategies and helping people build wealth. Since 2019, Brenna has been a top originator on the east coast for number of loans closed. She was among Scotsman Guide’s 2021 Top Mortgage Originators and the 2021 Scotsman Guide’s Top Women Mortgage Originators. Brenna was also featured in the Top 100 Magazine as one of the top people in finance in the United States. Her company, The Mortgage Shop, which opened in fall 2021, successfully closed over $68M in loan volume for the first quarter of 2022.