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Collaborative Outcomes: What Mortgage Brokers and Agents Can Learn From Each Other to Serve the Consumer
About This Webinar
In today's complex housing market, how can agents and mortgage brokers work together to create a more seamless transaction and drum up more business opportunities? Join us as we delve into the symbiotic relationship between mortgage brokers and real estate professionals and discover best practices around marketing strategies, how to enhance client experiences, and how to prepare your business for the months ahead.
Agenda
- Hear from professionals at the top of their game, as they share best practices the other might not know.
- Takeway talking points for your clients to better help them navigate financing.
- Get inspiration to further your relationships with loan officers and find new ways to elevate the transaction for consumers.
Who can view: Everyone
Webinar Price: Free
Featured Presenters
Chairman and CEO
Katie Sweeney is the CEO of the Association of Independent Mortgage Experts. Since 2020, Katie has overseen the day-to-day operations of the AIME team by spearheading partnership development, membership growth initiatives, and business analytics. Previously, Katie served as the Senior Vice President at ARIVE, where she successfully brought to market a revolutionary portal that provided an all-encompassing technology solution for wholesale brokers.
After joining AIME as the Executive Vice President of Strategy, she spearheaded partnerships with top wholesale mortgage lenders and industry vendors to provide real-time support, and exclusive access to mortgage brokers with the launch of the Brokers Are Better Network. Katie has strengthened the capabilities of AIME’s Brokers Are Better Network to deliver top-tier products & services for the benefit of the wholesale community, along with bringing on nearly 20 vetted Sponsors. This collaborative effort between AIME and industry-leading vendors has grown to over 30 dedicated industry partnerships providing independent mortgage brokers exclusive access to technology and services that mortgage professionals need to compete in a historically crowded marketplace.
She has also overseen the development of the best-in-class AIME Member Portal, launched mentorship and job placement services, ushered in a renewed focus on diversity initiatives through AIME’s Spark Small Business Grant Program, and heads up the advocacy initiatives for the Broker community in Washington, D.C.
Katie’s contributions to the growth and success of the wholesale channel have been noted by MPA, which celebrated her on the Mortgage Global 100 list for multiple years running and awarded her as an Elite Woman in 2020, 2021, and 2022. Additionally, HousingWire presented Katie as one of 2020, 2021, and 2022’s Women of Influence within the mortgage industry and honored her as a Vanguard Award Winner in 2022.
After joining AIME as the Executive Vice President of Strategy, she spearheaded partnerships with top wholesale mortgage lenders and industry vendors to provide real-time support, and exclusive access to mortgage brokers with the launch of the Brokers Are Better Network. Katie has strengthened the capabilities of AIME’s Brokers Are Better Network to deliver top-tier products & services for the benefit of the wholesale community, along with bringing on nearly 20 vetted Sponsors. This collaborative effort between AIME and industry-leading vendors has grown to over 30 dedicated industry partnerships providing independent mortgage brokers exclusive access to technology and services that mortgage professionals need to compete in a historically crowded marketplace.
She has also overseen the development of the best-in-class AIME Member Portal, launched mentorship and job placement services, ushered in a renewed focus on diversity initiatives through AIME’s Spark Small Business Grant Program, and heads up the advocacy initiatives for the Broker community in Washington, D.C.
Katie’s contributions to the growth and success of the wholesale channel have been noted by MPA, which celebrated her on the Mortgage Global 100 list for multiple years running and awarded her as an Elite Woman in 2020, 2021, and 2022. Additionally, HousingWire presented Katie as one of 2020, 2021, and 2022’s Women of Influence within the mortgage industry and honored her as a Vanguard Award Winner in 2022.
Global Head of Community, Inman
Laura Monroe is a 20 year industry and public relations executive, entrepreneur, and real estate brand strategist. As the Global Head of Community at Inman, Laura currently leads and cultivates a global community network of forward-thinking agents, brokers, tech entrepreneurs and executives--as well as the Inman Brand Ambassador Program, through Inman’s media, publishing, and conference events.
CEO, Figueroa Team by eXp Realty
Veronica Figueroa is an award-winning Real Estate influencer, keynote speaker, known for her vivacious personality. Veronica leads the #1 Team for Homes Sold in EXP - The Figueroa Team. She regularly engages with other team leads to share her unique techniques that fuel her teams' success. As a result, the Figueroa Team continues to scale and grow as one of the nations' leading teams serving 2,100+ families and clients in 2021 and over 646 million in sales volume.
Veronica has sat on Zillows Advisory Board since 2016. She has been named an Inman Influencer, and in 2017, The Figueroa Team won The Most Innovative Team of the Year by Inman for their bold partnership with the I-Buyer movement and Instant Offers. As a Keynote Speaker, Veronica has shared the stage with many high-profile influencers, with two of her highest achievements interviewing Venus Williams at eXpcon 2021 and Daymond John at Zillow Unlock 2022.
Veronicas' true passion is to inspire and help others with directional wisdom and to amplify their communication, connection, and confidence to run a successful real estate business. She mentors with passion, guiding her clients to effectively strengthen and elevate their leadership vision to new heights. She will inspire you to take action and become the leader you were always meant to be!
Veronica has sat on Zillows Advisory Board since 2016. She has been named an Inman Influencer, and in 2017, The Figueroa Team won The Most Innovative Team of the Year by Inman for their bold partnership with the I-Buyer movement and Instant Offers. As a Keynote Speaker, Veronica has shared the stage with many high-profile influencers, with two of her highest achievements interviewing Venus Williams at eXpcon 2021 and Daymond John at Zillow Unlock 2022.
Veronicas' true passion is to inspire and help others with directional wisdom and to amplify their communication, connection, and confidence to run a successful real estate business. She mentors with passion, guiding her clients to effectively strengthen and elevate their leadership vision to new heights. She will inspire you to take action and become the leader you were always meant to be!
Broker Owner, Edge Home Finance / President of Growth, AIME
Tom Ahles is an accomplished professional in the world of real estate and finance, serving as the Broker Owner of Edge Home Finance. With a wealth of experience and expertise in the industry, Tom has established himself as a trusted authority and leader in helping individuals and families achieve their homeownership dreams.
Tom's journey in the real estate and finance industry began 22 years ago, fueled by his passion for helping others navigate the complexities of the market. With a keen eye for detail and a commitment to providing exceptional service, he quickly earned a reputation for his integrity, knowledge, and unwavering dedication to his clients and team members.
As the Broker Owner of Edge Home Finance, Tom leads a team of talented professionals who share his vision and commitment to excellence. Under his guidance, the team at Edge Home Finance has successfully grown to over 800 loan officers in finding the ideal mortgage solutions tailored to their unique needs and goals.
Tom also is an industry leader, spending his time outside of Edge to support the Association of Independent Mortgage Experts (AIME) as the organization’s President of Growth. In this role, he focuses on expanding the wholesale mortgage channel by developing initiatives to recruit, engage and retain more brokers to join the channel and increase market share.
Tom has been ranked among the top 100 mortgage brokers by Scotsman Guide, and he has been named a UWM 2020 Top Loan Officer in Minnesota, a UWM 2019 Top 1% Certified Partner, and a UWM 2018 Top 1% Certified Partner. Additionally, his brokerage is rated A+ by the Better Business Bureau. Additionally, Edge Home Finance was awarded Brokerage of the Year at
Tom's approach is centered on building strong relationships with his clients, understanding their individual circumstances, and providing personalized advice and support every step of the way. He recognizes that purchasing a home is one of the most significant financial decisions people make in their lives, and he strives to make the process as smooth and stress-free as possible.
With an in-depth understanding of the ever-evolving real estate market and mortgage industry, Tom stays up-to-date with the latest trends, regulations, and financing options. This allows him to offer strategic guidance and innovative solutions, ensuring his clients make informed decisions and secure the best possible terms for their home loans.
Beyond his professional pursuits, Tom is known for his genuine compassion and commitment to giving back to the community. He actively participates in various charitable endeavors and community initiatives, recognizing the importance of creating a positive impact on the lives of those around him.
As a testament to his achievements and contributions, Tom has received numerous accolades and recognition throughout his career. However, his greatest satisfaction comes from the satisfaction of his clients, who consistently praise his professionalism, integrity, and unwavering commitment to their success.
Whether you're a first-time homebuyer, a seasoned investor, or someone looking to refinance their existing mortgage, Tom Ahles and his team at Edge Home Finance are ready to provide the expertise and personalized service you need to achieve your real estate and financial goals.
Tom's journey in the real estate and finance industry began 22 years ago, fueled by his passion for helping others navigate the complexities of the market. With a keen eye for detail and a commitment to providing exceptional service, he quickly earned a reputation for his integrity, knowledge, and unwavering dedication to his clients and team members.
As the Broker Owner of Edge Home Finance, Tom leads a team of talented professionals who share his vision and commitment to excellence. Under his guidance, the team at Edge Home Finance has successfully grown to over 800 loan officers in finding the ideal mortgage solutions tailored to their unique needs and goals.
Tom also is an industry leader, spending his time outside of Edge to support the Association of Independent Mortgage Experts (AIME) as the organization’s President of Growth. In this role, he focuses on expanding the wholesale mortgage channel by developing initiatives to recruit, engage and retain more brokers to join the channel and increase market share.
Tom has been ranked among the top 100 mortgage brokers by Scotsman Guide, and he has been named a UWM 2020 Top Loan Officer in Minnesota, a UWM 2019 Top 1% Certified Partner, and a UWM 2018 Top 1% Certified Partner. Additionally, his brokerage is rated A+ by the Better Business Bureau. Additionally, Edge Home Finance was awarded Brokerage of the Year at
Tom's approach is centered on building strong relationships with his clients, understanding their individual circumstances, and providing personalized advice and support every step of the way. He recognizes that purchasing a home is one of the most significant financial decisions people make in their lives, and he strives to make the process as smooth and stress-free as possible.
With an in-depth understanding of the ever-evolving real estate market and mortgage industry, Tom stays up-to-date with the latest trends, regulations, and financing options. This allows him to offer strategic guidance and innovative solutions, ensuring his clients make informed decisions and secure the best possible terms for their home loans.
Beyond his professional pursuits, Tom is known for his genuine compassion and commitment to giving back to the community. He actively participates in various charitable endeavors and community initiatives, recognizing the importance of creating a positive impact on the lives of those around him.
As a testament to his achievements and contributions, Tom has received numerous accolades and recognition throughout his career. However, his greatest satisfaction comes from the satisfaction of his clients, who consistently praise his professionalism, integrity, and unwavering commitment to their success.
Whether you're a first-time homebuyer, a seasoned investor, or someone looking to refinance their existing mortgage, Tom Ahles and his team at Edge Home Finance are ready to provide the expertise and personalized service you need to achieve your real estate and financial goals.
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