Good. Better. Broker.

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

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Don’t Wait for the Rates to Drop Before Calling Past Clients About Refinance Opportunities

No matter what the market is doing or where interest rates are, refinance opportunities always exist for mortgage loan originators. How can LOs approach their past clients in a way that makes them open to refinancing? In this episode of Good. Better. Broker., we sit down with the owner of the top refinance broker shop in the country to find out how they’ve built their business by seizing every opportunity to help past clients.

In this episode of the Good. Better. Broker. podcast, you’ll learn how to do refinances in any market.

In this episode, we discuss ...

  • 1:22 – Andi’s experience in retail helping him become proficient in refinances
  • 2:42 – Why Andi believes refinancing revolves around reaching out to past clients
  • 4:41 – How Andi approaches check-in conversations with his past clients
  • 6:11 – Andi’s story of how an accidental dial led to him closing a loan
  • 7:26 – Why loan originators should not assume people aren’t in a position to refinance
  • 9:48 – How Andi prepares for check-in calls with past clients
  • 13:07 – Why it’s important to look at loans as referral opportunities instead of paychecks
  • 14:36 – The importance of knowing how much money borrowers have
  • 16:25 – Why refinance opportunities are always available

Meet The Guests In This Episode

Andi Numan

With over a decade of experience in the mortgage business, Andi Numan is the founder and President of Swift Home Loans based in metro Detroit. Under Numan’s leadership, Swift has become the #1 refinance independent mortgage broker in the country, closing almost 3,000 units for about $800M in loan volume in 2023. With 50 loan officers now at the company, Numan continues to elevate Swift with the mindset of seizing every opportunity to help a borrower improve their financial situation.

   

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