The Loan Officer Experience Podcast
Overview
The Loan Officer Experience Podcast is a bi-weekly podcast designed to educate mortgage loan officers in both the broker and retail worlds. The goal is to dispel common misconceptions about the broker world, offer actionable strategies, and provide industry insights to help loan officers grow and succeed. The podcast will be broker-heavy in content, with a special focus on educating retail loan officers on the benefits and opportunities within the broker industry.
Mission
The core mission of the podcast is to:
· Educate loan officers—both brokers and retail—on best practices, mindset, marketing strategies, and tools for success.
· Debunk myths that many retail loan officers have about the broker world, helping them understand the real benefits and differences.
· Grow the broker community by showcasing successful brokers and industry experts, offering insights into scaling a brokerage, and providing mindset and marketing tactics.
Final Notes
The Loan Officer Experience Podcast is designed to stand out in the mortgage industry by delivering real, authentic, and actionable content for loan officers looking to scale their businesses, shift their mindset, and learn from top experts in the field. By educating both retail and broker loan officers, this podcast will help grow the broker community and dispel the myths that hold many loan officers back.
The Loan Officer Experience Podcast
The Evolving Mortgage Landscape: Insights from Eddy Perez
In this episode of the Loan Officer Experience Podcast, host KT is joined by Eddy Perez from EPM to discuss significant changes in the mortgage industry, including the impact of the FCC's upcoming 2026 rule. They delve into the implications for mortgage brokers, the shifting dynamics of borrower data handling, and the evolving models for originators in the retail and wholesale spaces. Eddy shares his insights on the future of the industry, emphasizing the role of technology, AI, and consumer-direct strategies. They also explore the benefits of the non-del model and discuss the necessity of adapting to market changes to stay competitive. Eddy offers his perspective on how new operational models can deliver better value, speed, and cost-efficiency to clients.