125 episodes

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

Million Dollar Mortgage Experience FundLoans

    • Business
    • 4.8 • 38 Ratings

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

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

    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 working with self-employed clients, how P&L loans can be a game changer, why Alejandro chooses FundLoans for non-QM, DSCR for business owners and investors, asset-based loans, working with artists, and how brokers can excel in today’s market.

    Connect with Alejandro on LinkedIn (linkedin.com/in/alejandroszita) or his website prosperity-lending.com

    Learn about FundLoans mortgage programs: FundLoans.com/loan-products

    Price a loan: fundloans.com/quick-pricer2

    Talk with an Account Executive: fundloans.com/our-team

    • 1 hr 16 min
    Building a Community for Elite CPAs: Alex Sonkin (Ep. #124)

    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 discuss his companies - Virtual Family Office Hub and the Due Diligence Project, how these companies connect CPAs to Fortune 500 companies and successful people to help solve their complex tax issues, common misconceptions about taxes, how Alex's wife founded GoMacro, and a failure that ended in a positive outcome (hint: building a city in Panama).

    Connect with Alex at LinkedIn (linkedin.com/in/alexsonkin) or his websites DueDiligenceProject.com or VFOHub.com

    Learn about FundLoans mortgage programs: FundLoans.com/loan-products

    Price a loan: fundloans.com/quick-pricer2

    Talk with an Account Executive: fundloans.com/our-team

    • 1 hr 15 min
    Grit Leads to Success: Bryce and Brant Aberg (Ep. #123)

    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, Jon, Bryce, and Brant discuss their career paths getting started at Cushman & Wakefield, tips on negotiation and sales, how to build client relationships, the state of commercial real estate in San Diego, and the future of the economy and real estate.

    Connect with Brant and Bryce at cushmanwakefield.com 

    Learn about FundLoans mortgage programs: FundLoans.com/loan-products  

    Price a loan: fundloans.com/quick-pricer2 

    Talk with an Account Executive: fundloans.com/our-team 

    • 1 hr 13 min
    From Homeless as Teenagers to Entrepreneurs & Thrill Seekers: Karnezis Brothers (Ep. #122)

    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, and Anthony discuss growing up with parents who were arrested for selling drugs, getting arrested for armed robbery, driving sports cars and motorcycles, getting into Cal Poly San Luis Obispo even as a high school dropout, building a successful credit card processing company, Eric’s book, “Golden Scissors,” philanthropy, thrill seeking through paragliding, dirt biking, and driving fast cars.

    Connect with Eric at erickarnezis.com or @eric_karnezis on Instagram

    Learn about FundLoans mortgage programs: FundLoans.com/loan-products

    Price a loan: fundloans.com/quick-pricer2

    Talk with an Account Executive: fundloans.com/our-team

    • 1 hr 26 min
    Multi-Platinum Producer and Engineer for Kanye: David Cook (Ep. #121)

    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 Phil Wickham.

    In episode #121 of the Million Dollar Mortgage Experience, Jon and David discuss growing up playing music in church, touring with a band and signing a major label record deal, working with Kanye West on Sunday Service, loan processing, how to use your personality and talent to attract new clients, Hydrate Wellness Spa in Encinitas, and Dave’s favorite tequila.

    See David’s work at splashofsoda.com 

    Begin your wellness journey at hydratespa.com 

    Learn about FundLoans mortgage programs: FundLoans.com/loan-products 

    Price a loan: fundloans.com/quick-pricer2 

    Talk with an Account Executive: fundloans.com/our-team 

    • 1 hr 32 min
    We Drink Tequila and Fund Loans: Preston Caffrey (Ep. #120)

    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, originating 67 loans in one month during COVID, the benefits of locking in a low interest rate, the easiest non-QM loan to sell, DSCR real estate investment loans, Jon and Preston’s subscription tequila company (We Drink Tequila), characteristics of different tequila types (Plata (Blanco), Reposado, Añejo, and Extra Añejo, and why it’s worth spending the extra money for good tequila.

    Learn more at wedrinktequila.com

    Learn about FundLoans mortgage programs: FundLoans.com/loan-products

    Price a loan: fundloans.com/quick-pricer2

    Talk with an Account Executive: fundloans.com/our-team

    • 1 hr 4 min

Customer Reviews

4.8 out of 5
38 Ratings

38 Ratings

walshyvibes ,

Best Podcast for Mortgage Brokers

What a solid show! They get great guests and the host asks awesome questions

Mstrist ,

Awesome and informative

Great content!

madxmusic ,

Best Real Estate Podcast!

I love the insight into the industry and the sales tips this podcast provides. I Listen to almost every episode!

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