Host Justin White sits down with:

• Jeff Flieler – CEO, Secure Choice Mortgage


Why a Finance Executive Left Corporate America to Open a Mortgage Brokerage

After spending most of his career working in finance for Fortune 500 companies, Jeff Flieler pivoted to mortgage loan origination and launched Secure Choice Mortgage. In Episode #135 of Good. Better. Broker., host Justin White sits down with Jeff to discuss how lessons from corporate America, a complementary leadership team and a disciplined approach to strategy have helped him build and grow an independent mortgage brokerage.

Listeners will learn how to build a team with complementary strengths, apply corporate systems and leadership principles to a broker shop and create sustainable growth by managing strategy, expectations and margin.


Key Takeaways for Mortgage Brokers

• The importance of having a complementary leadership team
• Systems and strategies from corporate America
• How to grow and manage margin


In this episode about pivoting from Fortune 500 companies to building a broker shop, we discuss ...

• 1:26 – Jeff’s 360-degree view of the homeownership journey
• 2:33 – Jeff’s decision to start his own independent mortgage brokerage
• 3:55 – Why Jeff chose the broker channel
• 5:40 – Surrounding himself with the right people
• 8:18 – The role Jeff’s leadership team plays
• 9:30 – The growth of Secure Choice Mortgage
• 11:41 – Setting proper expectations for the business
• 13:04 – The difference between business strategy and tactics
• 14:34 – How to get people to be emotionally invested in your company
• 16:15 – What fast CTCs do for a company’s reputation
• 18:46 – Making an impact on clients’ lives
• 20:02 – Comparing his previous career experience with his work in the mortgage industry


Show Contributor:

Jeff Flieler
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About the Host:

Justin White is UWM’s in-house brand journalist and the host of UWM Daily. 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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