The following guests sit down with host Justin White:

• Jalen Scott – Mortgage Broker, Belong Lending
• Grace Mulcahy – Realtor®, @Properties


Teaming Up With a Real Estate Agent to Become Top of Funnel With Clients

Instead of asking a real estate agent for referrals, imagine going to initial client meetings with them. How can mortgage loan originators partner with agents to build stronger relationships with borrowers and do more loans? Listen to Episode #94 of Good. Better. Broker. as we sit down with a mortgage broker and a Realtor® to find out how they complement each other and why they present themselves as a package deal.

In this episode of the Good. Better. Broker. podcast, you’ll learn how to win over real estate agents and get more face time with borrowers.


In this episode, we discuss ...

• 1:51 – the partnership between Jalen and Grace
• 2:40 – what most lenders do when they approach Grace for business
• 4:43 – how Jalen determines which real estate agents he wants to work with
• 5:33 – what Grace looks for in her lending partners
• 6:33 – educating clients
• 7:34 – why Jalen and Grace started going to initial client meetings together
• 9:10 – the importance of synergy between a broker and an agent with client interactions
• 11:29 – how being a package deal helps Jalen and Grace work with more clients
• 13:47 – bringing ideas to agents to help them get more business
• 15:55 – why real estate agents prioritize availability from their lenders
• 17:35 – how Jalen came through for Grace on a weekend
• 19:00 – how Grace has helped Jalen become a better LO
• 21:15 – why an agent-broker partnership helps with beating other offers


Show Contributors:

Jalen Scott
Connect with Jalen on LinkedIn
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Grace Mulcahy
Connect with Grace on Facebook
Connect with Grace on Instagram
Connect with Grace on TikTok


About the Host:

Justin White is UWM’s in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.

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