Beyond the Rate Sheet

Welcome to Beyond the Rate Sheet, your resource for industry insights and innovative strategies to improve your origination business. This podcast is designed to help loan officers in revolutionizing their business improving your performance in every way.

Each episode features in-depth discussions on an array of topics, from marketing strategies to technology integration, regulatory compliance to customer service, and everything in-between. We bring you exclusive interviews with industry leaders, veterans, and innovative disruptors, all sharing valuable experiences and practical tips that you can implement right away.

Episode 5: Andy Zemon

Episode 5: Andy ZemonIn this podcast, Carl White and Jason Perkins are joined by Andrew Zemon, a branch manager and loan officer. Andrew shares his experience in the mortgage industry and discusses his responsibilities as a loan officer. He also mentions his previous...

Episode 4: Teach, Tell, Touch, Sell

Episode 4: Teach, Tell, Touch, Sell.In this episode, Carl and Jason discuss a formula called "teach, tell, touch, sell" that can be used in communications to avoid being salesy and build relationships with clients. They explore the balance between teaching and asking...

Episode 3: Brian Marchin

Episode 3: Brian MarchinIn this episode of Beyond the Rate Sheet, co-hosts Carl White and Jason Perkins interview Brian Marchin, a successful loan officer from Albany, New York. Brian shares his journey in the industry and discusses how he has grown his business by...

Episode 2: Jason Perkins

Episode 2: Jason PerkinsIn this episode of Beyond the Rate Sheet, it's co-host Carl White's turn to interview host Jason Perkins. Jason Perkins is the CEO and founder of Bonzo, a mortgage CRM software. He discusses how Bonzo was created to fill a gap in the market...

Episode 1: Carl White

Episode 1: Carl WhiteIn this episode of Beyond the Ratesheet, Jason Perkins interviews Carl White, delving into Carl's background and mindset. The hosts discuss their new project and their goal of helping loan officers and mortgage professionals succeed. They also...