The 360 Experience

Tim Braheem Interviews Steve DorfmanTim sits down with Steve Dorfman. Steve was the Chief Experience Officer for Apex Home Loans and is now the head of community for The Loan Atlas. With a long history of working in customer service, Steve brings an incredible attention to detail to all aspects of the customer journey. While with Apex, Steve led the charge in elevating their Net Promoter Score (NPS) to a sustained high of 96. In addition, he was instrumental in implementing internal changes which earned Apex the designation of “Best Place to Work” in Washingtonian Magazine, The Washington Business Journal, and The Washington Post.You Will Learn: How to turn a negative customer experience into a net positive Four elements to turn a new prospect into an advocate for your businessThe difference between meeting and anticipating consumer needs The importance of communication to get repeat business and referralsThe importance of positive feedback in fostering employee successWho is Steve Dorfman?Transitioning from the hospitality industry in 1995, Steve Dorfman spent the next 11 years selling Acuras. Acutely aware of the long-standing stigma associated with car salesmen, Steve entered the business at age 23 determined to elevate the profession by intentionally crafting thoughtful and remarkable experiences for his prospects and clients. His unwavering commitment to a customer-centered process paid off: Steve earned "Salesman of the Year" seven years in a row, maintained a six-figure income from a 35-hour workweek, and achieved a Customer Satisfaction Index rating in the top 1% nationally. He worked by appointment only, with repeat clients and referrals accounting for 70% of his business. More than two decades later, Steve’s best practices are still taught by corporate trainers. Steve and his wife, Maggie, live in Maryland (just outside of Washington, DC) with their two children. During the summer, they enjoy gathering with family and friends on their ski boat at Lake Anna in Virginia.Brought to you by The Loan Atlas theloanatlas.com

Tim Braheem Interviews Josh MettleTim sits down with friend and colleague Josh Mettle, to discuss how originators can best position themselves to partner with Realtors in light of the pending NAR buyer agent commission ruling. Josh is a hugely successful mortgage originator with 1.2 billion dollars in loans funded in his career.You Will Learn: What you need to do to be ahead of the curve in the NAR Ruling.Hacks on creating accountability for implementation.The winning marketing formula to drive new business opportunities.How to win the battle between your ears.The importance of gratitude in your business.Who is Josh Mettle?Josh Mettle is a distinguished member of The Loan Atlas Faculty and a division president at NEO Home Loans. With over 20 years of mortgage experience, Josh has dedicated his career to the mortgage industry. He is also a successful real estate investor, author, podcast host, and coach helping the industry understand how Physician Home Loans work. Brought to you by The Loan Atlas For more information on how to join the largest community of like-minded originators, visit theloanatlas.com

Tim Braheem Interviews Holly WaltherHolly Walther has been in the mortgage business for 25 years. In 2021 she funded over 500 units and 170 million in personal production. What's more impressive is that in 2023 she funded over 70 million in production. She has grown her business by developing substantial relationships with Real Estate agents and by managing her energy through cultivating balance in her personal and professional life. In this episode, she and our host Tim Braheem uncover what you need to be doing right now in light of the NAR ruling to achieve success and growth as an originator.You Will Learn: How to develop a value proposition with Realtors in today's competitive marketThe importance of developing your self worth with growing your businessWhy the fuel that you put in your body influences your business successHow to balance your personal life and goals with your businessThe power of authenticity and vulnerabilityWho is Holly Walther?Holly is a passionate mother of three boys and wife to her husband, a fire captain just outside of Atlanta. Holly’s 20 years of lending experience and 100 percent closing record of her pre-approved loans has earned her the recognition of being among the top five percent of mortgage bankers by the Mortgage Bankers of Georgia Association. She prides herself on exclusive concierge service, and systematic communication will keep clients informed and involved every step of the way ensuring a streamlined approval process. Holly’s team at Success Mortgage Partners focuses on honesty, integrity and a solutions-based approach to any challenge that might arise during the lending process. Brought to you by The Loan Atlas theloanatlas.com

Dr. Steven Tenenbaum, a seasoned medical practitioner, discusses proactive health screenings, benefits of concierge medicine, importance of blood markers and supplements, testosterone therapy, early detection of cardiovascular disease, and the distinctions between CT and MRI scans.

Tim Braheem Interviews Danny Horanyi Danny Horanyi brings over 20 years of mortgage experience and wisdom to this conversation with Tim. His innovative approach to his role as an originator and as a high level executive within the mortgage industry provide the listener with much to ponder and valuable insights in todays changing mortgage landscape.You Will Learn: Why every person on your team needs to be a lead generator and how to do itThe importance of the Perfect Loan ProcessWhat you need to do to have the confidence to ask for referralsWhy the mortgage professional of the future needs to offer a broad spectrum of valueThe three key moments of celebration on every loanWho is Danny Horanyi?Danny is a husband and father of two kids in San Diego, California. In his life and in business, Danny always emphasizes community and the spirit of friendship and care. At NEO Home Loans, Danny brings that spirit into the mortgage industry. Specifically noting that the loan closing is never the end of the relationship with a client; it’s the beginning. Danny loves guiding people on their journey towards financial freedom with a lifetime of advice. Outside of work, Danny is a board game enthusiast and a friend to many. His favorite place is sitting with friends by a fire pit with a bottle of wine and some great conversation.Brought to you by The Loan Atlas theloanatlas.com

Tim Braheem Interviews Allen TaymanAllen Tayman is an originator based in Columbia, Maryland. He has been helping customers fulfill their dream of homeownership since 1992. In 2021, he transitioned to being an in-house lender with Prosperity Home Mortgage. As a result, he has access to an impressive database of nearly 300 realtors and has incredible insights on what agents need following the NAR ruling.You Will Learn: How to help Realtors through this difficult time with the new NAR RulingHow to help Realtors develop their value propositionHow to host Realtor Masterminding GroupsHow to best nurture existing Realtor relationships Who is Allen Tayman?Allen has been in the industry for quite some time and has an active participant while it has undergone remarkable changes.He recognizes that most people only go through the home buying process a few times in their lives, and prides himself on keeping customers informed throughout the transaction. As a graduate of the University of Maryland and a Howard County resident, Allen is passionate about working with local and state bond programs to help first-time homebuyers achieve their dreams while keeping their financial goals within reach. Link to purchase Outlive Brought to you by The Loan Atlas theloanatlas.com

Learn how Katrinka Condie, a successful mortgage professional, focuses on building genuine human connections with borrowers, emphasizing empathy, trust, and understanding. Explore the emotional aspects of selling a house with equity, balancing financial gains with personal needs. Discover the value of providing personalized guidance, empathetic advice, and genuine care in client interactions within the mortgage industry.

Tim Braheem Interviews Sosi Avila Sosi Avila has been an originator for six years. In that time he has tasted significant successes including a year where he funded over 100 million dollars in loan production. Like many 2022 and 2023 were challenging years for him. However, what he learned over that period will surely be a catalyst for his career and his future. In this episode, Tim and Sosi discuss in detail the virtues of the past 18 months.You Will Learn: Why knowledge of your product (YOU) is to critical to your successHow starting each day with one massive impact action item leads to successThe difference between being a mortgage banker and a mortgage brokerHow to strategically position yourself to get access to your Realtors database The art of social media marketing and how to get followers to view your reelsWho is Sosi Avila?Sosi has traveled to more than 19 countries with many of them being countries he lived in for longer than a few months. He has worked hard to help NEO Home Loans flourish. Sosi's personal ambition and joys lie in sales, business development and helping connect the right people in the right places to get the right things. ABOUT TIM BRAHEEMWith more than 25 years of experience as a highly successful mortgage professional, industry leader, educator, and life coach, Tim Braheem is committed to engaging with people on a deep level and helping them uncover the barriers they have placed in the way of having the level of success they deserve in both their business and personal lives.FOLLOW Instagram ► https://www.instagram.com/tbraheem/LinkedIn ► https://www.linkedin.com/in/timbraheemTHE LOAN ATLASJOIN ► https://go.theloanatlas.com/membership FOLLOWInstagram ► https://www.instagram.com/theloanatlas/YOUTUBE ► https://www.youtube.com/@LoanAtlas----------

Tim Braheem Interviews Brian MahanFor over twenty years, Brian Mahan has been a Somatic Experiencing practitioner. He specializes in physiology of stress and in renegotiating shock and developmental trauma.You Will Learn: How past traumatic experiences are stored in the body and drive our beliefs and behaviors.Why talk therapy is often unsuccessful in working with past experiences.The importance of drawing boundaries and healthy aggression.Why its your body, not your mind that can help you heal.The formula for identifying your purpose and why its so important to do so.Who is Brian Mahan?Brian Mahan is not a traditional talk therapist. He is a Somatic Experiencing Practitioner, specializing in working with anxiety, PTSD, developmental trauma, shock trauma and shame.Suffering from developmental trauma, social anxiety, self-sabotage, self-loathing, shame, low self-esteem, depression, habitual re-enactments, and 7-10 full-blown panic attacks every day, following a catastrophic car wreck, Brian sought out a means of healing. After three sessions with a Somatic Experiencing Practitioner, his panic attacks stopped and he entered the three year training program to become a Somatic Experiencing Practitioner two weeks later.Since 2004, twenty-six of my clients have become practitioners, as well. That is a true testament to the power and efficacy of this work.For his own personal growth and desire to be more effective with his clientele, Brian has completed a 7-module training on Healing Shame with Bret Lyons, SEP, and Sheila Rubin, MA, LMFT, RDT/BCT, in Berkeley, CA. I am now certified in the Lyon/ Rubin Method for Healing Shame and have assisted them in trainings. I’ve also taken extensive training in the study of developmental trauma.To learn more about the work Brian does, visit his website: https://briandmahan.com/ Or get his book, I cried All the Way To Happy HourABOUT TIM BRAHEEMWith more than 25 years of experience as a highly successful mortgage professional, industry leader, educator, and life coach, Tim Braheem is committed to engaging with people on a deep level and helping them uncover the barriers they have placed in the way of having the level of success they deserve in both their business and personal lives.FOLLOW Instagram ► https://www.instagram.com/tbraheem/LinkedIn ► https://www.linkedin.com/in/timbraheemTHE LOAN ATLASJOIN ► https://go.theloanatlas.com/membership FOLLOWInstagram ► https://www.instagram.com/theloanatlas/YOUTUBE ► https://www.youtube.com/@LoanAtlas----------

Tim Braheem Interviews Darren McLellanDarren McLellan has been a mortgage originator, and leader in the mortgage industry for over 20 years and has consistently ranked in the top 1% of originators in the US. His experience has been greatly impactful in helping him and his team migrate through the choppy waters of this last down cycle in the mortgage industry.You Will Learn: 1. The importance of leaning into fear2. Why creating content is so critical in today's marketing strategies3. How to overcome your fear of being active on social media4. How Darren has managed to fill a room with Realtors 5. Why working on yourself as a human is a power tool in connecting with clientsWho is Darren McLellan?As a Partner, VP and Loan Officer with Back Bay Funding, Darren has consistently ranked as a top originator at the firm and a top 1% originator within the country. Darren McLellan is passionate about helping clients get what they want, whether it is a dream home or a lower payment on their mortgage.Darren established his reputation early as an originator that could complete some of the most difficult transactions in the marketplace. Coming off some of the most difficult times in the history of the mortgage market, Darren decided it was time to expand his practice and hired his first team member. The business began to transform as Darren's team could provide a higher level of service than his competitors which allowed Darren to become one of the most trusted and respected lenders in the marketplace.Since 2011, Darren has worked to expand his relationships in the real estate and professional services industry to be able to add value to a broader audience. Most recently, Darren has become obsessed with delivering an exceptional client experience from the time of engagement to years after the transaction has closed.The driving force for Darren's motivation to succeed in the mortgage business is his dedication to his wife, Tracy, and their two children.ABOUT TIM BRAHEEMWith more than 25 years of experience as a highly successful mortgage professional, industry leader, educator, and life coach, Tim Braheem is committed to engaging with people on a deep level and helping them uncover the barriers they have placed in the way of having the level of success they deserve in both their business and personal lives.FOLLOW Instagram ► https://www.instagram.com/tbraheem/LinkedIn ► https://www.linkedin.com/in/timbraheemTHE LOAN ATLASJOIN ► https://go.theloanatlas.com/membership FOLLOWInstagram ► https://www.instagram.com/theloanatlas/YOUTUBE ► https://www.youtube.com/@LoanAtlas----------