The following guests sit down with host Justin White:
• Jacob Deegan, President/CEO of Simplify Home Loans
• Nancy Bayat - VP/Branch Manager, E Mortgage Capital
Delegating Parts of the Loan Process is Key to a Mortgage Broker’s Ability to Scale and Grow
In the mortgage industry, determining how to make the best use of your time is essential to growth. What parts of the loan process should mortgage brokers handle themselves and which ones should be left to others? Tune into episode #9 of Good. Better. Broker. as we talk with two top producers who are doing more business by delegating tasks to others.
In this episode of the Good. Better. Broker. Podcast, you’ll hear from two mortgage brokers who use an ‘assembly line’ approach to doing loans which means giving up complete control of the loans they’re originating.
In this episode, we discuss ...
• 1:56 – why Jake believes in delegating tasks to others
• 3:51 – how delegation impacts Jake’s ability to grow
• 5:28 – how delegation allows Jake to focus on what he’s best at
• 6:46 – how Jake’s assembly line approach works
• 10:30 – why brokers need to give up control when they delegate
• 11:24 – why it’s important to document processes when you delegate
• 14:24 – why delegating allows Nancy to scale
• 15:22 – Nancy describes her assembly line process
• 16:43 – how Nancy puts her team members in position to succeed
• 17:49 – how Nancy leverages technology as part of her process
• 19:44 – why Nancy believes in focusing on what she does best
Resources Mentioned in This Episode:
UWM’s Processor Assist
Pipedrive
Show Contributors:
Jacob Deegan
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Nancy Bayat
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Justin White is UWM’s in-house brand journalist and the host of the daily news video,Inside Pass. 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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