Broker Power-Up Podcast: Episode 62

About this episode

In this episode, Jason Taormina discusses building lasting relationships in the loan industry and strategies for loan officers to stay connected with borrowers post-closing.

Episode 62: Building Relationships That Last with Jason Taormina Hosted by Jonathon Haddad, AIME’s Chairman & CEO, and Tommy Golightly, AIME’s Marketing Manager, featuring special guest Jason Taormina of AutoPayPlus. In this episode, Jonathon and Tommy are joined by Jason Taormina to discuss what it really means to run a relationship based business in an industry that constantly pushes you toward the next deal. Jason shares how loan officers can stay connected with borrowers after closing, help them pay down debt faster, and position themselves as the trusted financial concierge for life. Broker Buzz – Whether appraisals are coming in low more often, and how Fannie Mae’s risk assessment system is changing the game. – How to help a borrower verify an IRS payment plan when the agency says they cannot reissue the letter. (Spoiler: they can.) – A proven email marketing strategy that turned cold realtor outreach into lasting referral relationships. – Practical advice for using AI even if you dislike it, including the microphone feature and breaking through writer’s block. Sales Training | The Relationship Starts After Closing Most…

People in this episode

Hosts: Jonathon Haddad, Tommy Golightly

Guest: Jason Taormina

Topics covered

• relationship-based business
• loan officers
• debt management
• email marketing
• AI in business

Keywords

• loan officers
• relationship building
• debt reduction
• email marketing strategy
• AI tools

Mentioned in this episode

Organizations: AutoPayPlus, Fannie Mae

More episodes of AIME Podcast Network

• Women’s Mortgage Network Podcast: Episode 24 · June 11, 2026 · 45 min
• Broker to Broker Podcast: Tanner Mulvihill – Ep. 250 · June 9, 2026 · 32 min
• Broker Power-Up Podcast: Episode 64 · June 8, 2026 · 25 min
• Broker Power-Up Podcast: Episode 63 · June 1, 2026 · 24 min
• Women’s Mortgage Network Podcast: Episode 23 · May 28, 2026 · 35 min
• Broker Power-Up Podcast: Episode 61 · May 18, 2026 · 27 min