???? Episode 236

Host: Marc Summers (AIME’s Founding President)

Guest: Matt Oliver (Loan Originator at Lund Mortgage Team)

This week’s Broker to Broker podcast features Matt Oliver from Lund Mortgage, who shares how he built a thriving direct-to-consumer model, maintained a strong referral network, and created long-term success through consistent database management and client relationships.

With over 20 years in the business, Matt breaks down the practical steps brokers can take right now to win new clients, keep past clients engaged, and build trust through communication and transparency.

???? Key Takeaways:

- Direct-to-consumer insight: why talk radio still works and how to capture consumer attention. - The power of a database: why client retention beats chasing new leads.

- Simple systems that turn one-time clients into referral machines.

- How to create memorable client experiences that last long after closing.

- Why brokers must educate consumers, NOT fight each other.

- Using rate-watch strategies to protect clients and build long-term trust.

???? Golden Nugget: “Capture everyone you can and stay in touch. If you don’t reach out to them, they’ll forget you, no matter how good the experience was.”

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