PODCAST · business
Million Dollar Mortgage Experience
by FundLoans
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
Episodes
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Next Generation Leaders: Joey Camarena (Ep. #133)
In this series on future leaders in business, Jon Maddux is talking to young people about what they are facing today in a rapidly changing world. We're starting off with Joey Camarena, who is a senior at the University of Utah majoring in Finance. In episode #133 of the Million Dollar Mortgage...
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San Diego's Santacon Founder: Liv Johnson (Ep. #132)
Liv is the founder of Almost Nakey, an event production company based in San Diego. In episode #132 of the Million Dollar Mortgage Experience, Jon and Liv discuss starting businesses at a young age (Almost Nakey was originally a bikini company), selling in high school and college, building…
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Starting a Tortilla Chip Company: Rochelle Drumm (Ep. #131)
Rochelle Drumm is the founder of Chipz Happen, a tortilla chip company based in San Diego, CA. This is part 3 of 4 of the entrepreneur series. In episode #131 of the Million Dollar Mortgage Experience, Jon and Rocelle discuss starting a chip company from the ground up, being in competition with...
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Bartender Turned Liquor Entrepreneur: Michael Bolmey (Ep. #130)
Michael Bolmey is the founder of Hugo Cognac. He helped build Screwball whiskey from the beginning. This is part 3 of 4 of the entrepreneur series. In episode #130 of the Million Dollar Mortgage Experience, Jon and Michael discuss getting started in liquor business, starting Screwball Whiskey (a...
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The Power of Perseverance: Greg Reid (Ep. #129)
Greg Reid is an author, entrepreneur, event producer, and filmmaker. He is the founder of Secret Knock and Credible Source and has received numerous awards including recognition from Forbes and the White House. Greg has inspired millions of people to take personal responsibility to step into the...
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Luxury Lending Strategies: Skooter Leon (Ep. #128)
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…
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Strategies to Build a Mortgage Powerhouse: Thuan Nguyen (Ep. #127)
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...
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Originators Go Here to Put Their Career in High Gear: LaDonna Lockard (Ep. #126)
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…
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The Best Loans for Business Owners and Investors: Alejandro Szita (Ep. #125)
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...
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Building a Community for Elite CPAs: Alex Sonkin (Ep. #124)
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...
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Grit Leads to Success: Bryce and Brant Aberg (Ep. #123)
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…
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From Homeless as Teenagers to Entrepreneurs & Thrill Seekers: Karnezis Brothers (Ep. #122)
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…
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Multi-Platinum Producer and Engineer for Kanye: David Cook (Ep. #121)
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...
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We Drink Tequila and Fund Loans: Preston Caffrey (Ep. #120)
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…
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Real Estate Expert & Investment Strategist: Andy Dane Carter (Ep. # 119)
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...
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Effort Equals Reward: Non-QM Rainmaker Eric Morgenson (Ep. #118)
Eric Morgenson is the Vice President of Business Development at Angel Oak. For the past 30 years he’s built a successful career in real estate, sub-prime and non-QM alternative mortgage solutions. He’s one of the top producers of non-QM loans in the country. During episode #118 of the Million...
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Make your Mark in a Competitive Landscape: Kimberly Koll (Ep. #117)
Kimberly Koll is a seasoned real estate professional based in San Diego and the founder of Heritage Homes. During episode #117 of the Million Dollar Mortgage Experience, Jon and Kimberly discuss Kimberly’s inspiration to start a real estate career, Heritage Homes (her firm), the NAR settlement…
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Boxing Champion and King of the Uppercut: Paul “The Ultimate” Vaden (Ep. #116)
Paul “The Ultimate” Vaden is a former professional boxer with a record of 29 and 3 who held the IBF light middleweight title in 1995. Paul remains the only native San Diegan to grow up to be a professional boxer. Today Paul is a motivational speaker, mentor, consultant and author. During episode...
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Power Couple Sets Sights on $2.5 Billion Deal: Chris & Aleyna Groves (Ep. #115)
Chris and Aleyna Groves are the CEO and COO of Groves Capital, a residential and commercial lender based in San Diego, CA. During episode #115 of the Million Dollar Mortgage Experience, Jon, Chris, and Aleyna discuss running a company together, the secrets to being a successful entrepreneur, the...
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Best of Both Worlds: Juan Munoz - Broker & Agent (Ep. #114)
Juan Munoz is a realtor and mortgage broker at First Choice Home Team. He’s bilingual and used to work in the private banking world. During episode #114 of the Million Dollar Mortgage Experience, Jon and Juan discuss Juan’s career path, advantages of working as both a realtor and broker, the...
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Loan Officer Goes Viral: Jordan Nutter (Ep. #113)
Jordan Nutter is a loan officer at NFM Lending and the co-founder of their social media influencer program, called the Creator Collective. She’s gained over 250,000 TikTok followers and she’s embarking on a nationwide RV tour to teach financial literacy to the masses. During episode #113 of the...
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HousingWire Analyst Talks 2024 Rate Cuts: Logan Mohtashami (Ep. #112)
Logan Mohtashami is a lead analyst for HousingWire and is a regular contributor on their podcast. Logan deciphers complex economic data and translates it into understandable, actionable insights. His passion for data and economics, coupled with his years of direct lending experience, provides...
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How to Boost Confidence and Achieve Abundance: Troy Fontana (Ep. #111)
Troy Fontana has transformed thousands of lives over the past 20 years. Troy's unique coaching approach is tailor-made for those genuinely committed to mastering their lives. His company, Elite Coaching Systems, helps people tap into their inner superpowers and achieve lasting change. He’s the...
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Set Goals and Reverse Engineer Success: David Temko (Ep. #110)
As President of C2 Financial, David leads a team dedicated to maximizing the value C2 Financial offers loan officers who provide their clients and borrowers superior solutions on a platform that empowers them to be a full-service real estate and financial resource. David oversees all company...
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Death by Tequila: Jimmy Langley (Ep. #109)
Jimmy Langley is a man of many talents. From a small town in Northern California, Jimmy dealt with lots of adversity growing up, which made him who he is today. Jimmy is the Founder and Managing Partner of LDG Commercial Real Estate, a boutique firm that focuses on the representation of office,...
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How to Become a Mortgage Champion: Dale Vermillion (Ep. #108)
Dale Vermillion is an industry-leading trainer, speaker and consultant. He started Mortgage Champions in 1995 and has trained over 1 million mortgage professionals and 600 lenders. Dale’s compiled the best practices of the nation’s top performers into a practical and proven approach, which has...
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The Truth about Housing Economics: Logan Mohtashami (Ep #107)
Logan Mohtashami is a renowned expert in the mortgage and housing ecosystem, recognized for his insightful analysis and commentary on the U.S. economy and real estate market. Mohtashami is a lead analyst for HousingWire and is a regular contributor on the HousingWire Daily podcast. With a...
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On the Set with Selling the OC (Netflix): Courtney Costello (Ep. # 106)
Courtney Costello is one of San Diego's top real estate agents, a member of the Oppenheim Group, and she was featured on the Netflix show, "Selling the OC." With an extensive background in leasing, interior design, and high-end retail sales, Courtney’s curated valuable skills that she uses in...
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Biohacking to Look Better and Live Longer: Dr Jason Phan (Ep. #105)
Dr. Jason Phan is a Naturopathic doctor passionate about alternative medicine, athletic performance, and helping people reach their goals. He started LIVV Natural to offer services like IV nutritional therapy, regenerative injections, hormone replacement therapy, and pain management. During…
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Outsource & Automate for a Better Work/Life Balance: Joshua Sternberg (Ep. #104)
Joshua Sternberg started Sternberg Law Group in 2009. He’s helped thousands of families avoid foreclosure and achieve financial freedom. Josh aggressively advocates for his clients, protecting them from being bullied by big bank antics or predatory lending practices. During episode #104 of the...
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The Power of Bank Statement Loans: Mark Dodson (Ep. #103)
Mark Dodson is the founder of Mortgage Capital Advisors, a boutique private mortgage banking firm in Atlanta that specializes in jumbo loans and helping self-employed borrowers. During episode #103 of the Million Dollar Mortgage Experience, Jon and Mark discuss Mark's path to becoming a broker…
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The Future of Retail: Mike Moser (Ep.#102)
Mike Moser is a Partner at Retail Insite, a commercial real estate firm in San Diego. He brings over 35 years of experience in the retail arena, including development, site planning, retailer representation, leasing, strategic planning and sales. He has completed over $4,000,000,000 of…
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Leading by Empowerment: Former Navy SEAL Kyle Bucket (Ep. #101)
In episode #101 of the Million Dollar Mortgage Experience, Jon Maddux talks with Kyle Bucket, a retired Navy SEAL leader and soon-to-be New York Times best selling author. Since the SEALs, Kyle served as an executive of a publicly traded company and now sits on several company boards. In this...
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Tenacity Leads to Success Against All Odds: Lucee Cesena (Ep. 100)
This is episode #100 of the Million Dollar Mortgage Experience! Jon Maddux talks with Lucee Cesena, the founder of Nobility Consulting Services which helps people turn their dream business into a reality by forming LLCs and getting businesses off the ground. Lucee shares her incredible story of...
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Navy SEAL Shifts to Real Estate, Charity, and Renewable Energy (Ep. 99)
In episode #99 of the Million Dollar Mortgage Experience, Jon Maddux talks with Adam Rutz, a former Navy SEAL who is now a real estate agent, founder of Apricot Solar, and heavily involved in multiple charity foundations. In this conversation, Jon and Adam discuss why Adam joined the Navy, how...
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Sommelier Serving Mortgage Brokers as FundLoans' #1 AE: Shane Colson
In episode #98 of the Million Dollar Mortgage Experience Podcast, Jon Maddux talks with Shane Colson, an experienced account executive with a demonstrated history of working in the financial services industry. Shane specializes in wholesale non-QM mortgage sales, alternative income mortgage…
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This Real Estate Agent Sold a Home for $24.9 Million
Eric Iantorno is a highly regarded and award-winning Realtor specializing in San Diego luxury homes. Eric is recognized as the #1 individual agent at Pacific Sotheby’s and annually ranks in San Diego’s top 3 individual agents by sales volume. Eric has closed some of the highest priced sales ever...
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How to Generate a Competitive Return with Moderate Risk
John Lloyd is the President and Co-Founder of Fidelis Private Fund, a direct portfolio lender specializing in commercial and residential investment real estate loans in California. Fidelis offers investors the opportunity to invest in a pool of real estate-secured loans generating a competitive...
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Google Ads and Automated Workflows for Mortgage Marketing
Michael McAllister is the President of Empower LO, a mortgage marketing company that equips loan officers and mortgage brokers with the technology, skills, and team that they need to get more deals using consumer direct internet lead generation tactics. During this episode of the Million Dollar...
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How to Serve Self-Employed Borrowers with Non-QM Loans
Alejandro Szita is a mortgage broker who’s 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. During this episode #94 of the Million Dollar Mortgage…
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Transforming Underutilized Properties into Vibrant Communities
Daniel Shkolnik is an entrepreneur, developer, and founder & CEO of Atlas West Group — a privately held full-service development and investment firm in San Diego. Daniel’s firm specializes in transforming underutilized properties into vibrant multifamily communities. Daniel has more than a dozen...
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Difficult Decisions That Could Bring You More Business
Mark Wilson, CPA is an entrepreneur and the founder of CWDL, Certified Public Accountants - a rapidly growing assurance, tax, and entrepreneurial services firm. He is the Managing Partner and is responsible for the vision and direction of the practice. CWDL is the recognized CPA firm leading the...
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Make More Money in Less Time with Todd Duncan
Todd Duncan is the founder and CEO of the Todd Duncan Group, the most sought-after coaching, training and events company for top mortgage and sales professionals. Todd began his career as a loan originator, financing over 5,000 transactions in 12 years. Now he teaches the power of High Trust and...
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From Escaping Afghanistan to Escrow Entrepreneur
In this episode #90 of The Million Dollar Mortgage Experience, FundLoans CEO Jon Maddux interviews Masud Sarwary, CEO of Foundation Escrow. He tells his captivating story of escaping Afghanistan as a young child and eventually moving to San Diego where he went to college and started a successful...
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Win Clients for Life by Making Them Feel Special
In this episode #89 of The Million Dollar Mortgage Experience, FundLoans CEO Jon Maddux interviews Aron Jimenez, top producing mortgage broker at Secure Choice Lending. Aron grew up in Southern California and is a proud husband & father of two kids. He specializes in helping first-time homebuyers...
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Building Wealth with Real Estate
In this episode of the Million Dollar Mortgage Experience, FundLoans CEO Jon Maddux sits down with Rocco Cortese, CEO and Co-Founder of Intersection, a full-service commercial real estate management and capital markets firm based in San Diego. Intersection oversees a portfolio of retail, office,...
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Leverage YouTube to Reach Homebuyers: Chris and Cassidy on the MDME Podcast
In this Episode of the Million Dollar Mortgage Experience, FundLoans CEO Jon Maddux interviews Chris Erickson and Cassidy Lewis, Compass Real Estate Agents based in North County San Diego. They’ve built a strong following around their vlog-style YouTube channel where they produce videos about...
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How to Brand Yourself: Brandon Boyd on the MDME Podcast
Brandon Boyd is a social media director, marketing expert, and loan originator at Secure Choice Lending, a Riverside-based mortgage lender. Brandon has over 7 years of originating experience and a keen eye for creative marketing tactics to help his company close more loans. During this...
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How Culture Creates Success: Phillip Baltazar on the MDME Podcast
In this episode of the Million Dollar Mortgage Experience, FundLoans CEO Jon Maddux interviews Phillip Baltazar, whose expertise is driving growth and developing affinity partnerships across direct-to-consumer mortgage platforms. He pivoted to focus on business purpose loans providing real estate...
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Back to Basics and Grit in the Mortgage Industry: Joey Roquet on the MDME Podcast
Joey Roquet is a vice president and top producer at Secure Choice Lending, a Riverside-based mortgage brokerage. Joey’s been involved in the mortgage industry since age 19, and worked his way up from loan assistant to branch manager. He’s experienced every loan type, program, and scenario which...
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ABOUT THIS SHOW
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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