Ubaldo V. Leon III, known as "Skooter," is a Branch Manager at CrossCountry Mortgage. He is a Top 1% Mortgage Professional in the Nation, recognized for delivering superior mortgage solutions. In episode #128 of the Million Dollar Mortgage Experience, Jon and Skooter discuss Skooter's start in the industry, working with realtors on Selling Sunset and Million Dollar Listing, how to earn a reputation as a trusted advisor, benefits of non-QM loans, closing a $7.5M loan with FundLoans, his biggest challenge (hint: educating), maintaining a good work-life balance, world travel, and raising kids. Connect with Skooter on Instagram @skooterleon.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

Thuan Nguyen is the CEO of Loan Factory, one of the fastest growing mortgage brokerages in the country with over 1,100 loan officers. He closed 11,000 loans in 2020 and 2021 by prioritizing service and efficiency.

In episode #127 of the Million Dollar Mortgage Experience, Jon and Thuan discuss moving to the US without knowing any English and eventually starting a business, Loan Factory’s business model, adapting to the market downturn by shifting focus from refinances to purchases, strategies for maximizing loan production and navigating market changes, and non-QM loans.

Connect with Thuan by searching for “Loan Factory” online. 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

LaDonna is the CEO of Maximum Acceleration, the premier provider of mortgage education where originators go to put their career in high gear. Maximum Acceleration is a cutting-edge NMLS-approved provider of mortgage continuing education. Their mission is to provide the highest quality education at the most affordable prices. In episode #126 of the Million Dollar Mortgage Experience, Jon and LaDonna discuss how LaDonna found her way to leading a continued education company, topics and takeaways from Maximum Acceleration courses, how brokers can excel in today’s market, non-QM loans, and meditation & wellness. Connect with Ladonna on maxclass.com or instagram.com/maximumacceleration/ 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

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

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

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 

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

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 

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

Andy Dane Carter is a real estate expert, investment strategist, author, and keynote speaker. 

During episode #119 of the Million Dollar Mortgage Experience, Jon and Andy discuss Andy’s transition from a real estate investor to agent, how Andy built a real estate empire in Long Beach using social media, YouTube, and print marketing, selling luxury homes, finding high-end clients, marketing to wealthy clients, tips for brokers to become a preferred lender, a hot take on whether it’s a good time to buy or sell, the NAR settlement and how it will impact the industry, and cherishing moments with family and kids.

Search "Andy Dane Carter” online to find Andy’s social media accounts and website.

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

Eric Morgenson is the Vice President of Business Development at Angel Oak. For the past 30 years he’s built a successful career in real estate, sub-prime and non-QM alternative mortgage solutions. He’s one of the top producers of non-QM loans in the country.  

During episode #118 of the Million Dollar Mortgage Experience, Jon and Eric discuss: 

• How to close more loans with non-QM programs 

• Why non-QM is in demand in today’s market 

• Details on the different non-QM programs like bank statement 2nd and DSCR 

• Borrower personas for each type of non-QM program and where to find these clients 

• Missed opportunities in the mortgage industry 

• Ideas to find new business and build relationships 

• Technology and how it will affect mortgage jobs 

• Manifestation 

• Habits that contribute to success and happiness 

• Advice for mortgage brokers  

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