Million Dollar Mortgage Experience

Dec 16 2024 128 ep. 54 mins 23

Million Dollar Mortgage Experience Podcast artwork

As the number of self-employed borrowers sky-rockets, the Million Dollar Mortgage Experience is here to make sure you have the skills, mindset, and ideas required to crush it in the Jumbo - Super Jumbo Non-QM market. Are you ready? This podcast is meant for mortgage professionals only. Visit our website at www.FundLoans.com

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Luxury Lending Strategies: Skooter Leon (Ep. #128)

Dec 16 2024 44 mins

Ubaldo V. Leon III, known as "Skooter," is a Branch Manager at CrossCountry Mortgage. He is a Top 1% Mortgage Professional in the Nation, recognized for delivering superior mortgage solutions. In episode #128 of the Million Dollar Mortgage Experience, Jon and Skooter discuss Skooter's start in the industry, working with realtors on Selling Sunset and Million Dollar Listing, how to

Strategies to Build a Mortgage Powerhouse: Thuan Nguyen (Ep. #127)

Aug 28 2024 46 mins

Thuan Nguyen is the CEO of Loan Factory, one of the fastest growing mortgage brokerages in the country with over 1,100 loan officers. He closed 11,000 loans in 2020 and 2021 by prioritizing service and efficiency. In episode #127 of the Million Dollar Mortgage Experience, Jon and Thuan discuss moving to the US without knowing any English and eventually starting a business, Loan Fac

Originators Go Here to Put Their Career in High Gear: LaDonna Lockard (Ep. #126)

Aug 14 2024 67 mins

LaDonna is the CEO of Maximum Acceleration, the premier provider of mortgage education where originators go to put their career in high gear. Maximum Acceleration is a cutting-edge NMLS-approved provider of mortgage continuing education. Their mission is to provide the highest quality education at the most affordable prices. In episode #126 of the Million Dollar Mortgage Experien

The Best Loans for Business Owners and Investors: Alejandro Szita (Ep. #125)

Jun 27 2024 76 mins

Alejandro Szita has been involved with real estate and loans since 2006. He specializes in serving artists and entrepreneurs as he expertly maneuvers the ins and outs of mortgages for self-employed borrowers. In episode #125 of the Million Dollar Mortgage Experience, Jon and Alejandro discuss working with self-employed clients, how P&L loans can be a game changer, why Alejandro

Building a Community for Elite CPAs: Alex Sonkin (Ep. #124)

Jun 21 2024 75 mins

Alex Sonkin is the Founder of Virtual Family Office Hub as well as The Due Diligence Project, which is a revolutionary platform and a community of elite CPA firms, law firms, family offices, and best-in-class specialty firms. In episode #124 of the Million Dollar Mortgage Experience, Jon and Alex discuss his companies - Virtual Family Office Hub and the Due Diligence Project, how t

Grit Leads to Success: Bryce and Brant Aberg (Ep. #123)

May 30 2024 73 mins

Bryce and Brant Aberg are Vice Chairmen at Cushman & Wakefield. Brant oversees institutional leasing throughout San Diego county for over 20 million square feet and Bryce co-leads the west coast capital markets for Cushman & Wakefield. In episode #123 of the Million Dollar Mortgage Experience, Jon, Bryce, and Brant discuss their career paths getting started at Cushman &

From Homeless as Teenagers to Entrepreneurs & Thrill Seekers: Karnezis Brothers (Ep. #122)

May 24 2024 86 mins

Eric and Anthony Karnezis are entrepreneurs, thrill-seekers, and philanthropists. Eric shares his life experiences through memoirs and podcasts, hoping to inspire others to persevere through challenges and find their purpose. In episode #122 of the Million Dollar Mortgage Experience, Jon, Eric, and Anthony discuss growing up with parents who were arrested for selling drugs, getting

Multi-Platinum Producer and Engineer for Kanye: David Cook (Ep. #121)

May 10 2024 92 mins

David Cook is a multi-platinum producer, mix engineer, and songwriter based in California and Colorado. He played guitar and sang vocals for a band named “My Favorite Highway,” which signed a major labor record deal with Virgin Records. Since then, he has worked with Kanye West, Tate McRae, and Phil Wickham. In episode #121 of the Million Dollar Mortgage Experience, Jon and Dav

We Drink Tequila and Fund Loans: Preston Caffrey (Ep. #120)

May 01 2024 64 mins

Preston Caffrey is President of Ocean Equity Solutions, a mortgage brokerage in San Diego as well as the co-founder of We Drink Tequila. During episode #120 of the Million Dollar Mortgage Experience, Jon and Preston discuss Preston’s path from tie salesman to successful mortgage broker, originating 67 loans in one month during COVID, the benefits of locking in a low interest rate

Real Estate Expert & Investment Strategist: Andy Dane Carter (Ep. # 119)

Apr 11 2024 64 mins

Andy Dane Carter is a real estate expert, investment strategist, author, and keynote speaker. During episode #119 of the Million Dollar Mortgage Experience, Jon and Andy discuss Andy’s transition from a real estate investor to agent, how Andy built a real estate empire in Long Beach using social media, YouTube, and print marketing, selling luxury homes, finding high-end clients,