The following guest sits down with host Justin White:

• Michelle Chretien – Branch Manager, Milestone Mortgage Solutions


Meeting Clients in Person Creates Stronger Relationships and More Business Opportunities

Whether it’s through text, video message or even social media, there have never been more ways for loan originators to communicate with borrowers. That said, face-to-face interactions are still incredibly effective. Why should LOs consider getting in front of more clients? Listen to Episode #127 of Good. Better. Broker. as we sit down with a 30+ year industry veteran who literally shows up for her clients all the time.

In this episode of the Good. Better. Broker. podcast, you’ll learn why in-person meetings bring in more business and referrals.


In this episode, we discuss ...

• 1:50 – Michelle’s 30+ years in the mortgage industry
• 2:22 – including clients in the loan process
• 3:45 – why Michelle meets with clients in person
• 4:50 – how Michelle makes the mortgage process fun
• 6:10 – Michelle’s presence in her community
• 7:45 – Michelle’s love for people
• 8:31 – why Michelle does pre-closing meetings with clients
• 10:56 – unique touchpoints with borrowers
• 13:04 – what happened when Michelle stepped back from originating
• 14:25 – the impact of going from retail lending to the broker channel
• 15:34 – what happened when Michelle had surgery


Show Contributor:

Michelle Chretien
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About the Host:

Justin White is UWM’s in-house brand journalist and the host of UWM Daily. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.

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Head to uwm.com to see the latest news and updates.

The following guest sits down with host Justin White:

• Anthony Lee – CEO and Founder, Veterans Alliance Home Loans


Showing up For the Military Veteran Community Requires a Keen Understanding of the VA Loan

From the military to marathons to mortgages, Anthony Lee knows what it takes to get across the finish line. He’s now using that same approach to lift the veteran community. How can mortgage loan originators help more veteran borrowers while shifting the narrative on VA loans? Listen to Episode #126 of the Good. Better. Broker. podcast to find out how Anthony is creating more opportunities for LOs, military veterans, and their families.

In this episode of the Good. Better. Broker. podcast, you’ll learn how to help veterans navigate the VA loan process.


In this episode, we discuss ...

• 1:55 – how being an endurance athlete helps with doing mortgages
• 3:49 – Anthony running 6 marathons in one year
• 5:40 – Anthony’s history in the mortgage industry
• 6:46 – how Anthony got a $4.1m listing on his first deal in real estate
• 9:16 – how military experience translates to mortgages
• 10:46 – why veteran LOs are uniquely positioned to serve veteran borrowers
• 12:09 – what non-veteran LOs don’t understand about serving military veterans
• 13:59 – The launch of Veterans Alliance Home Loans
• 15:41 – what Anthony asks listing agents about VA loans
• 17:38 – why Anthony can overcome any objection
• 19:47 – similarities between coaching athletes and LOs


Show Contributor:

Anthony Lee
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About the Host:

Justin White is UWM’s in-house brand journalist and the host of UWM Daily. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.

Connect with Justin on LinkedIn, Instagram, or Twitter


Connect with UWM on Social Media:

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Head to uwm.com to see the latest news and updates.

The following guest sits down with host Justin White:

• Justin Kelly – President and CEO, CPF Mortgage


Why an Assembly Line Loan Process Helps Borrowers, Agents, and Staff Members

On the surface, delivering the same loan experience every time may not seem like a huge deal. But when you consider what a repeatable process has done for Justin Kelly’s company, you’ll understand why it’s important. How can mortgage brokers build a loan process that runs like a well-oiled machine? Listen to Episode #125 of the Good. Better. Broker. podcast to find out how Justin did it and how he’s teaching his referral partners to do the same thing.

In this episode of the Good. Better. Broker. podcast, you’ll learn how a mortgage broker built his brand and business with a repeatable, scalable loan process.


In this episode, we discuss ...

• 1:46 – starting in the mortgage business before graduating from high school
• 3:03 – what Justin loves about the industry
• 3:24 – the significance of the name CPF Mortgage
• 4:35 – establishing a good reputation in the community
• 5:36 – the impact of the loan process on the company brand
• 7:16 – how Justin’s early days in the business led to the need for a repeatable process
• 8:50 – Justin’s assembly line approach to the loan process
• 9:58 – the importance of brand predictability
• 12:20 – the benefits of an assembly line process for Justin’s team
• 13:04 – coaching real estate agents to help improve their processes
• 13:49 – providing referral partners with relevant educational materials
• 15:18 – how Justin’s loan process has helped with company culture


Show Contributor:

Justin Kelly
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About the Host:

Justin White is UWM’s in-house brand journalist and the host of UWM Daily. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.

Connect with Justin on LinkedIn, Instagram, or Twitter


Connect with UWM on Social Media:

• Facebook
• LinkedIn
• Instagram
• Twitter
• YouTube

Head to uwm.com to see the latest news and updates.