• Why Brokers Need a Business Plan | Episode 74

  • Jul 2 2024
  • Durée: 19 min
  • Podcast

Page de couverture de Why Brokers Need a Business Plan | Episode 74

Why Brokers Need a Business Plan | Episode 74

  • Résumé

  • The following guest sits down with host Justin White:

    • Enrique Braunschweiger – Brokerowner, First West Financial


    Consistently Getting Loans Requires a Business Plan for Short- and Long-Term Success

    “What is your plan today to get more loans?” That’s the question Enrique Braunschweiger poses to every loan originator who asks for his help. What does a successful plan look like and why is it important to have one? Tune into Episode 74 of Good. Better. Broker. as we talk with a mortgage broker who doubles as a coach and helps other brokers put together a plan to bring in business.

    In this episode of the Good. Better. Broker. podcast, you’ll learn why having a blueprint is essential to consistent success.


    In this episode, we discuss ...

    • 1:44 – why Enrique believes mortgage loan originators need a business plan
    • 2:36 – why mortgage brokers can’t wait for loans to come to them
    • 3:38 – the four main areas Enrique covers with his coaching clients
    • 5:31 – where Enrique starts when helping brokers put together a blueprint
    • 6:52 – why Enrique works backward when developing strategies
    • 7:53 – why Enrique has always invested in coaching
    • 10:04 – what’s required to achieve goals as a loan originator
    • 11:20 – why Enrique puts together coaching plans with his clients
    • 12:27 – the question Enrique asks every broker who calls him for help
    • 13:55 – why Enrique enjoys helping other mortgage brokers
    • 15:22 – The role AI plays in putting together a successful business plan
    • 16:58 – Enrique’s message for other loan originators on making adjustments


    Resources mentioned in this episode:

    AIME
    Success Track


    Show Contributor:

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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.

    Connect with Justin on LinkedIn, Instagram or Twitter


    Connect with UWM on Social Media:

    • Facebook
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    Head to uwm.com to see the latest news and updates.

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