Broker Power-Up Podcast: Episode 63

Broker Power-Up Podcast: Episode 63

From AIME Podcast Network by AIME Podcast Network

June 1, 2026 · 24 min · Season 1 · Episode 63

About this episode

In this episode, Jonathon and Tommy discuss the key differences between proactive and reactive sales approaches for loan officers.

Episode 63: Proactive vs. Reactive Sales Hosted by Jonathon Haddad, AIME’s Chairman & CEO, alongside Tommy Golightly, AIME’s Marketing Manager. In this episode, Jonathon and Tommy explore the fundamental difference between loan officers who consistently close deals and those who watch opportunities slip away. The gap is not talent or luck. It is preparation. Broker Buzz – Whether a husband who is a realtor can use his three percent commission as a gift for his wife’s cash to close, and what documentation is required. – How to handle income from a salaried attorney who just became a law firm partner and now receives K-1 distributions instead of a W-2. – The best apps for productivity and organization, including how Jonathon uses ChatGPT to manage everything from loans to Bible study to his kids’ school. Sales Training | Ten Minutes of Preparation Changes Everything Have you ever lost a deal to another loan officer and blamed the client? Jonathon has been there too. The truth is you dropped the ball somewhere. The reactive salesperson calls with no intention, no notes, and no memory of the client’s story. The proactive salesperson…

People in this episode

Hosts: Jonathon Haddad, Tommy Golightly

Topics covered

  • sales strategies
  • proactive sales
  • reactive sales
  • loan officers
  • productivity apps

Keywords

  • sales
  • loan officers
  • preparation
  • productivity
  • ChatGPT

Mentioned in this episode

Organizations: AIME

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