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Welcome to "Coffeez for Closers," a podcast that brings the heart and expertise of a family-owned business to the forefront of entrepreneurial and business discussions. Hosted by Joseph Shalaby, Broker and CEO of E Mortgage Capital Inc., this show delves into the world of business with the warmth and wisdom that only comes from a leader who has built a successful company from the ground up with close friends and colleagues. Each episode, Joseph Shalaby draws on his own experiences and those ...
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Be The Bank

Justin Bogard

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On this show we will discuss and debate topics centered in and around Real Estate Investing. Our Host, Justin Bogard, shares insights into investing in Real Estate to create real wealth and passive income for you and your family. He'll share stories of Real Estate Investments done Right! Walk you through the process of owning a Real Estate Note. Most importantly, Educate you, so you can Be The Bank!!
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Scaling a business is one of the major accomplishments for any entrepreneur. Among other things, it allows them to earn much higher revenue. However, many believe that they can never reach this stage because of their lack of knowledge and connections. That's why they choose to remain stuck where they are. They become content with their comfort zones, with no hope of growing at all. Time to end this mindset right here as we reveal Underground Wealth Secrets! Find out how to level up your busi ...
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A visionary leader who has transformed the sportswear industry, Ryan Ellis has pushed the boundaries of fashion as CEO of TravisMathew. He has expanded the brand globally while spearheading sustainability and innovation initiatives. From entrepreneurial beginnings to leading one of the most sought-after lifestyle brands, Ryan’s journey offers key i…
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Since joining Plaza in 2008, Jeff has held various leadership positions, including Executive Vice President and President of Wholesale Production. Under his leadership, Plaza has significantly expanded its wholesale business, leveraging his expertise to drive growth and stability in a competitive market. In his tenure, Jeff has been instrumental in…
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Pavan Agarwal, CEO of Sun West Mortgage Company, leads with innovation and compassion. Under his leadership, Sun West has become a leader in the mortgage industry, pioneering technology to simplify the home-buying process and making homeownership accessible to all. Learn how Pavan's vision is shaping the future of mortgages by blending cutting-edge…
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Albert Preciado, CEO of The Mortgage Guys, Ambiance Realty, and Driven Enterprises, shares his journey from humble beginnings to building a multi-million-dollar empire. Overcoming the 2008 recession, Albert became a mortgage industry leader, real estate investor, and motivational speaker. Don’t miss his inspiring story of resilience and success. Fo…
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Chris is the President and Owner of Val-Chris Investments, Inc. and has been with the company since 1986. With nearly 35 years of experience in the private money industry, Chris has helped transform Val-Chris Investments from a small 3 person family business to one of the larger private money lenders in California. Chris holds a Bachelor’s of Scien…
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Dawar Alimi is a visionary in the fintech space, reshaping the mortgage industry with cutting-edge technology and innovation. As the driving force behind Lender Price, he has developed one of the most advanced and scalable mortgage pricing engines in the market today. His platform has become a game-changer for lenders, bringing unprecedented effici…
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Tom Davis is the Chief Sales Officer at Deephaven Mortgage, where he spearheads the development of strategies to make Deephaven the leading non-QM provider. With over 20 years in the mortgage industry, Tom has an extensive background in helping lending partners with non-QM and agency needs. Before joining Deephaven in 2022, he served as Executive V…
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Ike Shehadeh is the charismatic founder and current President of Ike's Love & Sandwiches. Renowned for his innovative approach to sandwich-making, Ike started the brand in 2007, and it has since grown into a beloved chain known for its unique and flavorful offerings. Ike's sandwiches feature the iconic "Dirty Sauce," which has become a signature in…
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Milad Shamoun’s journey is nothing short of remarkable. After serving as a Sergeant in the United States Marine Corps for four years, he transitioned into the world of mortgages, applying the leadership, discipline, and determination he gained in the military to his new career. Today, Milad is the founder of Loan Goats Mortgage Brokerage, a trusted…
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Wing Lam co-founded Wahoo's Fish Taco in 1988 with his brothers, starting with a $30,000 loan from their parents. The chain now boasts 65 locations across seven states, blending Mexican, Brazilian, and Asian flavors into its menu. Under Wing's leadership, Wahoo's has become a multi-million dollar business known for its surf-inspired atmosphere. He …
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Robert Drenk (Selling Sunsets TV Show) is a real estate mogul and co-founder of Optimum First Mortgage, which he launched in the wake of the 2008 financial crisis. His company has successfully funded over $12 billion in loans and completed more than 30,000 transactions. Drenk's focus on a customer-first philosophy has earned Optimum First a stellar…
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In this inspiring episode of Coffeez for Closers, Joe Shalaby sits down with Sarah DeCiantis, Chief Marketing Officer at United Wholesale Mortgage (UWM), to explore her journey from the world of advertising to becoming one of the most influential figures in the mortgage industry. Since joining UWM in 2014, Sarah has played a pivotal role in shaping…
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In this episode of Coffeez for Closers, host Joe Shalaby welcomes Kevin Kenerson, a mortgage expert with deep industry knowledge and the driving force behind the success of Lending Hand Mortgage, LLC. Since its doors opened in 2005 in Goodlettsville, TN, Lending Hand Mortgage has weathered the ups and downs of the mortgage industry, emerging strong…
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Build Wealth with Brad: https://aimnatcon.com/coffeezforclosers Brad Sumrok a.k.a The Apartment King Since 2005, Brad has personally helped his students purchase over $6 Billion in apartment complexes, involving thousands of investors who have taken his training. Many of Brad’s students began with zero previous investing experience and, within a fe…
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In this engaging episode of Coffeez for Closers, host Joe Shalaby sits down with David Temko from C2 Financial, one of the nation’s leading mortgage brokerages. Not only does David share his expertise in the mortgage industry, but he also opens up about his personal journey, offering a rare glimpse into the man behind the success. Join us as David …
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Willie Newman is the visionary owner of Willow Canyon Advisories. With over 25 years of experience in the mortgage industry, Willie is known for his innovative approach and leadership. He previously played a critical role in the growth of companies such as InterFirst and Home Point Capital, where he helped scale operations to become a top-25 non-ba…
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Russell Petty, the owner of Grow Mortgage, is a dynamic figure in the mortgage industry, known for his innovative approach and impressive achievements. He launched Grow Mortgage on February 2, 2022, and in its first year alone, the company posted a volume of around $60 million. Despite his role as an owner, Russell remains deeply involved in the da…
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Trevor Barrett, the dynamic founder of Barrett Financial, has revolutionized the mortgage industry with his forward-thinking leadership. Under his guidance, Barrett Financial has grown to over $2 billion in loan originations annually, serving clients across 30 states. With a commitment to excellence, Trevor has led his team to earn top rankings in …
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Dan Fleyshman, the youngest founder of a publicly traded company at 23, launched the "Who’s Your Daddy" energy drink, now in 55,000 stores. He has sold $15 million worth of clothing and co-founded one of the top five global online poker sites. As an angel investor, he has invested in over 36 companies and founded Elevator Studio, managing influence…
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Jonathon Haddad is the Chairman and CEO of AIME (Association of Independent Mortgage Experts), a leading organization dedicated to supporting independent mortgage professionals. Under his leadership, AIME has grown to serve thousands of independent mortgage brokers across the country, advocating for the broker community and providing essential reso…
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Erik Huberman is the founder and CEO of Hawke Media, a leading marketing agency valued at over $150 million. Recognized for his entrepreneurial success, Erik has been featured in Forbes' 30 Under 30, Inc. Magazine’s Top 25 Marketing Influencers, and CSQ’s 40 Under 40. He also co-founded Hawke Ventures, a venture capital fund, and authored "The Hawk…
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Ben Teerlink is the founder and CEO of Mobility Market Intelligence (MMI), a leading provider of data intelligence and market insight tools for the mortgage and real estate industries. Under his leadership, MMI serves over 350 enterprise customers, including 20 of the top 25 lenders in the U.S. Teerlink's innovative approach earned him the 2022 Tec…
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Send us a text How can a humble horse inspector transform into a leading note investor? Join us for a heartfelt and reflective farewell episode as I, your host, open up about my incredible journey in the note business. With a special appearance by my mentor and friend Eddie Speed, founder of NoteSchool and Colonial Funding Group, we reminisce about…
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Jason Perkins is the President and co-founder of Bonzo, a groundbreaking relationship management automation provider for mortgage and real estate professionals. Under his leadership, Bonzo has revolutionized the industry with its innovative CRM platform, which enhances efficiency and personalization through automation and real-time updates. Since i…
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Mat Ishbia, owner of the Phoenix Suns and Mercury, as well as CEO of United Wholesale Mortgage (UWM). Mat Ishbia's journey is one of remarkable achievement and leadership. As the CEO of UWM, he transformed the company into the largest wholesale mortgage lender in the United States. His visionary leadership and innovative approach have set industry …
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Mateen Cleaves, a former basketball star, now serves as a leadership coach at United Wholesale Mortgage (UWM). Cleaves, a celebrated athlete, led Michigan State University to an NCAA Championship in 2000 and was drafted 14th overall by the Detroit Pistons in the 2000 NBA Draft. Over his NBA career, he played for several teams, including the Pistons…
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Desmond P. Smith serves as the Chief Growth Officer at United Wholesale Mortgage (UWM), where he focuses on advancing the independent mortgage broker channel through innovative strategies. With over 30 years of experience at prominent institutions like FHA, Wells Fargo, JPMorgan Chase, Citi, Capital One Home Loans, and Fannie Mae, Desmond has a tra…
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In this episode of the "Coffeez for Closers" podcast, the host interviews Bryan Miller, the VP of National Sales at United Wholesale Mortgage (UWM). and the significant impact of mentorship from UWM's founder, Mat Ishbia. Bryan shares valuable insights into his daily routines, motivations, and the importance of a strong work ethic and grit. He emph…
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Glenn Stearns is a prominent entrepreneur and philanthropist with a remarkable track record in the financial services industry. In 1989, he founded Stearns Lending, which grew to become one of the largest privately held mortgage companies in the United States. By 2013, Stearns Lending had funded over $25 billion in loans annually and was ranked as …
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Wes Yuan is the President of WEI Technology and CEO of LendingPad, a leading innovator in mortgage technology. His leadership has driven LendingPad's cloud-based platform to revolutionize loan origination with automation and real-time updates, enhancing efficiency and security​​. Since 2015, LendingPad has introduced solutions like integrating with…
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Robert Lynn is the dynamic Founder and CEO of Future Home Loans, the fastest growing company in the mortgage space. Since launching in 2017, the firm has exploded to over $1 billion in originations and a team of 100 experts. A former top-producing loan officer, Robert leads with a focus on technology, efficiency, and unmatched customer service, ens…
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Send us a text Discover the keys to standing out in the competitive note investing market as Dan Deppen and I, Justin Bogard, share a treasure trove of experiences that have shaped our professional journeys. From the subtleties of maintaining professionalism to the art of scaling a business, our conversation traverses the landscape of performing no…
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Meet Tan Karim, a pivotal force behind the success of Change Wholesale, where he serves as the Vice President of Wholesale. Karim, With over 20 years in the financial services industry, has consistently demonstrated his expertise and commitment to excellence. At Change, he leads the wholesale division, focusing on enhancing broker partnerships and …
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Who: Sofia Rossato - CEO of Floify Role: Visionary leader in the tech industry, currently spearheading Floify. Experience: Over 20 years of leading startups and corporate giants, including transforming a FinTech startup into a 400-person, $57M powerhouse. Achievements: Played a pivotal role in strategic mergers and developed data-driven platforms c…
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Send us a text Embark on a transformative journey with me, Justin Bogard, as I pull back the curtain on building wealth through the mesmerizing world of real estate note investing. Imagine the possibilities as I share the lessons and strategies that have propelled my career, and how you too can wield the power of 'the bank' to create a stream of pa…
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This Week on Coffeez for Closers: Roger Moore Tune in to this week's engaging episode of "Coffeez for Closers" as we welcome the dynamic Roger Moore, CEO of Loan Pronto. Roger is a seasoned professional in the mortgage and lending industry, recognized for his innovative approaches to simplifying the loan process. With over 19 years of experience, h…
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This Week on Coffeez for Closers: Tom Ahles Join us for an electrifying new episode of "Coffeez for Closers" where we welcome the distinguished Tom Ahles, the Broker Owner of Edge Home Finance. Tom brings to the table over two decades of experience in the financial services sector, including a successful tenure as the co-founder of Edge Home Financ…
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Send us a text Unlock the door to financial independence with the extraordinary insights from Tracy Z, a titan of the real estate and note investing world with three decades of experience. We navigate the untapped potential of seller finance markets and how they could revolutionize your investment portfolio. Our enlightening discussion delves into …
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This Week on Coffeez for Closers: Myles Johnson Join us for an electrifying new episode of "Coffeez for Closers" where we welcome the remarkable Myles Johnson, CEO of Turbo Insurance. Myles is at the forefront of reshaping the insurance landscape, merging technology with traditional insurance to offer enhanced access, interaction, and purchasing ex…
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This Week on Coffeez for Closers: Brian Decker Dive into this week's exhilarating episode of "Coffeez for Closers" where we're thrilled to host Brian Decker, an extraordinary figure whose expertise spans public speaking, brand consulting, marketing, and beyond. A serial entrepreneur with a keen eye for cryptocurrency investments, Brian's journey is…
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Send us a text Ever wondered how to turn real estate into a passive income powerhouse? That's exactly what Nathan Turner, our beloved Canadian note guy, and I unpack in this wealth-building bonanza of an episode. We start off with a chuckle over the universal parenting conundrum of getting our kids to wear coats in the chilly weather, before diving…
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This Week on Coffeez for Closers: A Journey of Inspiration with Mindy Stearns In this week’s captivating episode of "Coffeez for Closers," we are honored to feature a distinguished guest whose remarkable journey transcends the boundaries of entertainment, philanthropy, and leadership. Join us as we delve into the life and legacy of Mindy Stearns, a…
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In honor of Women's Appreciation Month, "Coffeez for Closers" is proud to highlight a standout figure in the mortgage industry, Lisa Lund, whose leadership and vision at Lund Mortgage Team, Inc. exemplify the remarkable contributions of women to the field. This month, we're delighted to feature Lisa Lund, President of Lund Mortgage Team, Inc. Under…
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Send us a text When Joe Leonard swapped his corporate cap for a coach's whistle, he also mapped out a game plan for real estate success, one that allowed him to retire at the tender age of 51. Our latest conversation takes you through the courts of property investment, as Joe shares the slam dunk strategies that transformed his financial game, prov…
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We're continuing our celebration of International Women's Month with Julie Yarbrough—a true exemplar of leadership and innovation in the mortgage industry! Today, we're proud to feature the remarkable Julie Yarbrough, Founding Partner of Empire Home Loans Inc. At the helm of the mortgage arena, Julie has navigated Empire Home Loans to new heights b…
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We're kicking off International Women's Day with Melinda Wilner—a quintessential girl boss! Welcome to a landmark episode of the "Coffeez for Closers" podcast, where we celebrate our 10th episode and kick off the exciting "Coffeez on Tour" Series! 🎉 Today, we're honored to feature the distinguished Melinda Wilner, Chief Operating Officer of United …
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Send us a text Unlock the secrets of savvy real estate investments with the wisdom of Vanessa Gomez LaGatta, former high-flyer in the investment banking sphere, now a trailblazer in the seller financing notes niche. Her banking prowess, coupled with a firm grasp on the complexities of real estate notes, promises to guide you through the labyrinth o…
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Grab your favorite brew and join us for an enlightening episode of Coffeez for Closers, where we sit down with Nick Long, the visionary founder of NXT90 (The Next 90). In this intimate conversation, Nick takes us on a journey through the intricacies of business exits and shares the deeply personal reasons behind his passion for helping others navig…
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In today's episode of Coffeez for Closers, we are thrilled to welcome Daniel Iskander, the CEO of West Capital Lending and a formidable figure in the mortgage industry. From his early days as a nationally ranked loan officer to becoming the visionary co-founder of West Capital Lending, Daniel's journey is a testament to his extraordinary drive and …
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Send us a text A riveting conversation that bridges the gap between investing and loan servicing. We navigate the challenges and victories of launching and scaling a successful loan servicing company, Jamie lays bare the critical steps necessary for a smooth takeoff. We explore the vital importance of matching state licenses with customer demand, m…
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