In this episode Daniel and Brian discuss the fatal flaw of most originators and discover there is more than enough business to go around. You just have to know where to look.

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Brian Kludt has been characterized in the mortgage and real estate industry as a “systems and implementation geek.” Having spent the past decade immersed in studying and experimenting with the best-practices and ideas among the great leaders of the service industry, Brian has developed his own unique world class mortgage system that emphasizes the relational and experiential components to driving a 100% referral-based mortgage business.

Brian is currently the Sr. Mortgage Planner and Branch Manager of Waterstone Mortgage in Menomonee Falls Wisconsin where he and his team actively manage over $200,000,000 in mortgages.

To showcase his mortgage planning practices and systems, Brian hosts the Loan Originator INsite Visit, a 2-day on-site immersion into the world of the Brian Kludt Mortgage Team. Attendees of Brian’s INsite Visit are provided a complimentary copy of his proprietary Mortgage Management Dashboard ACT! template overlay, which has been cited by many as the most proficient and comprehensive database management system available to today’s mortgage professional.