09/08/2026
ποΈ New episode just dropped on LoanOfficerPodcast.com!
I sat down with Anthony Casa, CEO of UMortgage, and this conversation covers exactly what loan officers need to focus on to win in today's market.
We talked about:
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Building a self-generated business through referral relationships, open houses, and community events
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How AI helps you find the right loan products, manage your pipeline, and stay connected to your database
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Why specialty lending like HELOCs, second liens, and non-QM helps you stand out and serve more clients
Anthony also shared something I completely agree with.
The loan officers with the largest referral networks are going to have a major advantage going forward. And AI-powered search is already changing how consumers find their lender.
π§ Listen now β https://www.loanofficerpodcast.com/2026/09/07/how-anthony-casa-is-helping-loan-officers-win-with-ai-relationships-specialty-lending/
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