57 episodes

The Beyond Mortgage Podcast features inspiring conversations with business leaders in and outside the mortgage industry, sharing how they play hard today, while building the life and business they want decades from now.

Hosted by Dan Trinidad, entrepreneur, coach and founder of Partners Mortgage, you'll learn how to play the long game in business and life!

Beyond Mortgage Dan Trinidad

    • Business
    • 5.0, 8 Ratings

The Beyond Mortgage Podcast features inspiring conversations with business leaders in and outside the mortgage industry, sharing how they play hard today, while building the life and business they want decades from now.

Hosted by Dan Trinidad, entrepreneur, coach and founder of Partners Mortgage, you'll learn how to play the long game in business and life!

    Building a Referral-Based Business w/ Matt Johnson Part 1

    Building a Referral-Based Business w/ Matt Johnson Part 1

    Providing great customer service is an excellent way to differentiate ourselves, not only in the eyes of the client, but also in the eyes of potential referral partners. When we’re known for outstanding value, real estate professionals are drawn to us. 
     
    Offering a service that makes us more than a commodity comes down to personality type. There isn’t just one personality that guarantees success, but we do have to figure out what personally motivates us to succeed and tap into that to find the best way forward. 
     
    How do we offer a customer experience that sets us apart from other mortgage professionals? Everyone wants to provide excellent service, so what separates those who get it right from those who don’t?
     
    One top-producing loan officer who has done that is my wife, Katie Trinidad. In this episode, Matt Johnson and I discuss how Katie has used her personality to build long-lasting relationships with both clients and real estate agents. 
     
    You can get top real estate agents to align with you if you offer excellent customer service. -Dan Trinidad
     
    Three Things You’ll Learn In This Episode
     
    How to be the obvious choice for referral business
    Successful real estate professionals go above and beyond for their clients, so it’s only natural that they’re drawn to LOs who do the same. 
     
    The importance of prioritizing our clients
    When we’re genuinely committed to putting customer experience first, we’ll naturally build long-term connections with our clients and gain plenty of referrals. 
     
    It’s okay to not be a natural ‘carer’
    Not all of us are motivated by a desire to help consumers. Some of us are motivated by financial gain and that’s okay, as long as we’re providing exceptional services and value.

    • 12 min
    How to Achieve Incredible Business Growth Without Losing Balance w/Cody Touchette (Part 2)

    How to Achieve Incredible Business Growth Without Losing Balance w/Cody Touchette (Part 2)

    When a team delivers exceptional customer service, word travels fast and demand for our services increase quickly. We need to have the ability to keep up with the growth in demand. As leaders, the challenge is continuing to grow the team, while also taking care of ourselves and our relationships. 
    In a market like the one we’re in right now, we have more to balance, and we have to keep adjusting. Balance is a more of a process than a set destination. 
    How do we grow our teams the right way? What are some of the mistakes we can avoid with a little foresight? In this episode, I continue my conversation with mortgage leader Cody Touchette on how to handle growth and success. 
     
    As you grow, you can hire more people to help deliver a great client experience. -Cody Touchette
     
    Three Things You’ll Learn In This Episode
    Business growth puts pressure on all areas of our lives 
    All the roles in our lives, from leader and LO to partner and parent require time and intentional dedication if we want to be good at them. The busier we get, the harder it becomes for us to show up effectively in each of those spaces. 
    Create habits that counter the widespread negativity 
    It’s so easy to become negative right now with all that’s going on, but it’s important not to encourage a negative inner monologue. Create habits around positivity and a mindset of possibility. 
    Responsible spending protects us in tough markets
    Spending money thinking it will always be there is one of the reasons so many people in this business lose everything. Save money, especially right now. Once you start spending, you get used to that level of spending and it becomes hard to curtail it when the market shifts. 
     
    Guest Bio:
    Cody is a mortgage officer, planner and owner of the Touchette Team. Cody’s focus is on the relationship rather than the transaction. His approach is to help clients integrate the mortgage loan they chose into their overall long and short term equity and cash flow needs. To get in touch, email cody.touchette@caliberhomeloans.com. You can also call 206.909.2007. 

    • 25 min
    How a $100 million producer designed a culture around client service w/Cody Touchette (Part 1)

    How a $100 million producer designed a culture around client service w/Cody Touchette (Part 1)

    A company culture that delivers exceptional customer service is a huge game changer in this market because it’s not as common as we think. 
     
    The work we do needs to go beyond helping people with their mortgage; it’s about delivering a service that enhances their lives. In order to deliver this successfully to both employees and clients, it has to be a core part of our operations and activities, and not an afterthought. It starts with leadership and every interaction we have, internally and externally. 
     
    How do we hold ourselves accountable to a culture that’s focused on taking care of customers? How do we create a regimented sales process that delivers results? In this episode, I’m joined by mortgage leader, Cody Touchette. 
     
    He shares how he has built a $100 million business that’s thriving in this current market. 
     
    If you take great care of people and you’re honest and transparent with them, they’ll keep coming back. -Cody Touchette  
     
    Three Things You’ll Learn In This Episode
     
    Leaders who serve their employees create a better culture
    When we as leaders have our employees’ backs and treat them like the customer, it makes the experience of working with us more joyful and rewarding. 
     
    Focus on what the mortgage makes possible for your clients 
    We should go beyond helping people buy a house. We should help them improve their lives; whether it’s through showing them the possibility of home ownership, helping them with debt reduction or helping them grow their net worth. 
     
    Internet-based LOs have shifted the client’s expectations 
    The internet has contributed to a focus on rates at the expense of everything else that goes into a mortgage. We escape this by creating a gold standard system that reliably gets people results.

    • 14 min
    Why Mortgage Hasn't Been Slowed Down by the Pandemic w/Craig Strent (Part 2)

    Why Mortgage Hasn't Been Slowed Down by the Pandemic w/Craig Strent (Part 2)

    The activity around buying and selling real estate may have been slowed down at the beginning of the pandemic, but the demand hasn’t dried up. In fact, the pent up demand has increased significantly in light of lockdowns and quarantines. 
     
    What has driven this increased demand for real estate and mortgage? How can LOs position themselves within this opportunity to drive value and be of service? In the second part of my conversation with co-founder and CEO of Apex Home Loans, Craig Strent, we talk about why real estate and mortgage are going to get busier over the next few months. 
     
    If you’re in the mortgage industry right now, you’re super lucky. If you’re doing the right things you should be busy for a while to come. -Craig Strent 
     
    Three Things You’ll Learn In This Episode
     
    Build systems so you can originate efficiently 
    You can originate loans without having to do all the work yourself every step of the way. People don’t necessarily want to just talk to you. They want a quick response with an accurate answer, even if that’s coming from your team. 
     
    Make every step of the transaction and client engagement valuable 
    The only way to reach that next volume level is to empower our teams and to sell downhill. You want to get your customers excited about the next person in the process that you’re going to pass the baton onto. 
     
    Bring value to agents right now
    This is the best time to talk to agents, before they get really busy. Loan officers are soon going to be occupied with refinances, and right now LOs can educate agents about what’s happening and be a resource. 
     
    Guest Bio:
    Craig Strent is a national speaker, and co-founder and CEO of Apex Home Loans, an Inc. 5000 company and one of Washingtonian’s 50 Great Places to Work in Greater Washington. He’s proud to have over 20 years’ experience in mortgage origination, business development, marketing, public relations, and community involvement. Under his leadership, Apex Home Loans was honored to receive 15 awards in the past year for the company’s community involvement, industry talent, business development, and workplace quality. Craig believes in operating with the goal of continuous improvement—both in the way his company serves his customers and in the way his partnership team serves his employees.
    For more information, visit https://www.apexhomeloans.com/. 
     

    • 16 min
    Leading With Gratitude in Difficult Times w/Craig Strent (Part 1)

    Leading With Gratitude in Difficult Times w/Craig Strent (Part 1)

    There’s a lot of crisis in our country right now, between the pandemic and the economy. Unlike tough economic times before, the mortgage industry is actually doing well and that trend is set to continue. 
     
    Because we’re so fortunate to be in an industry that’s in heavy demand right now, we are perfectly positioned to bring positivity, value and support into people’s lives. 
     
    Remembering this and communicating a message of gratitude and service into our team culture will make a huge impact on the purpose we’ll have behind every transaction. 
     
    How do we avoid getting swept up in negativity? Why do we play such a huge part in keeping people going right now? In this episode, I’m joined by national speaker and mortgage executive, Craig Strent. We talk about how mortgage officers can be of service in these challenging times. 
     
    This time is about gratitude and being of service. -Craig Strent 
     
    Three Things You’ll Learn In This Episode
     
    Keep your team positive and focused
    Coaching our teams away from the news and social media is a great way to keep them positive and in a mindset of gratitude. If our brains are soaked in negativity, it affects health, families, homes and productivity. 
     
    Be grateful 
    It’s important to cultivate gratitude in these times. Especially as real estate and mortgage professionals, we are fortunate to be in an industry that hasn’t been negatively impacted. We’re lucky to be doing what we’re doing to be of service to others. 
     
    Our jobs can change lives
    Real estate and home ownership has the potential to help families improve their quality of life and at a time like this, that’s something that can drive us and give us purpose to do the work we do.
     
    Guest Bio:
    Craig Strent is a national speaker, and co-founder and CEO of Apex Home Loans, an Inc. 5000 company and one of Washingtonian’s 50 Great Places to Work in Greater Washington. He’s proud to have over 20 years’ experience in mortgage origination, business development, marketing, public relations, and community involvement. Under his leadership, Apex Home Loans was honored to receive 15 awards in the past year for the company’s community involvement, industry talent, business development, and workplace quality. Craig believes in operating with the goal of continuous improvement—both in the way his company serves his customers and in the way his partnership team serves his employees.

    • 15 min
    How to Cultivate a Positive Atmosphere on Your Team w/Laura Brandao

    How to Cultivate a Positive Atmosphere on Your Team w/Laura Brandao

    The top achievers in the mortgage world are those with successful teams behind them. We have to make sure we’re bringing the right energy into our interactions with our teams if we want to see great results. 
    Our energy makes all the difference; the way we speak to others and how we make them feel can make or break our success.
    How can we make sure we bring positive energy into our interactions with team members? Is it possible to create an uplifting atmosphere in our companies when we inevitably have an ‘off’ day?
    In this episode, I continue my discussion with President of American Financial Resources, Laura Brandao. Together, we discuss how to cultivate a positive atmosphere on our teams. 
     
    As leaders, we have clients and team members relying on us. We can’t have an ‘off’ day. We have an obligation to get ourselves in check. -Laura Brandao
     
    Three Things You’ll Learn In This Episode
    Create a routine
    The key to success lies in a great routine. Get into the habit of going to bed and waking up at the same time everyday. We could even consider fueling our bodies with similar fuels everyday; this way, we don’t run the risk of low energy levels. 
     
    Start the day on a high note
    Reaching out to our team members every morning is a great way to ensure everyone starts the day on a positive note. This doesn’t even need to be affected by COVID-19; just sending a video out to our teams everyday can boost everyone’s energies.
     
    Feed the mind
    As human beings, we all have days when we feel slightly ‘off,’ but we don’t have to let this stop us from a successful day. We have to learn what gets our energy levels back up. This could be a podcast some mornings, or even music in the background. Get in tune with what feeds our minds.
     
    Guest Bio:
    Laura Brandao is a skilled mortgage industry executive with more than two decades of experience. She is the Founder of Say Yes to Everyday and President of American Financial Resources, and is the driving force that catapulted AFR to the top of manufactured home, one-time close, and renovation lending in the U.S. Laura was named one of the 10 most influential business women to watch in 2020 by Insights Success Magazine, and is the host of the Positively Charged Biz podcast. She is a sought-after speaker for industry events and heralded as a champion for brokers, builders and other partners. She is known for sharing her infectious passion for independent mortgage experts and bringing more families home. Laura worked with the Department of Veterans Affairs to expand the guidelines on their VA Renovation Program, designed to help the men and women who serve our country repair or upgrade their home with low rates.
     
    To find out more about Laura, visit:
    https://www.linkedin.com/in/laura-brandao-80ab0444 
    https://www.afrwholesale.com/contact/ 
    https://www.housingwire.com/articles/49664-woman-of-influence-laura-brandao/ 
    You can also email her at laura@afrwholesale.com

    • 24 min

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Solid insight and conversations surrounding business, entrepreneurship and how to run with your passion. Dan & his guests provide their perspective on how they’ve been “inspired” and how they are moving “forward”

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