Episode 37: Bank Statement Loans, Vacation Homes & Comfort Zone Confessions

Hosted by Jonathon Haddad, AIME’s Chairman & CEO, and Tommy Golightly, AIME’s Marketing Manager.

Broker Buzz

• – What to charge on multi-million-dollar bank statement deals and why undervaluing yourself costs more than you think.
• – How to correctly classify short-term rentals versus long-term leases when structuring vacation home refis.
• – A guide for LOs helping clients move from co-owned family homes into their own primary residence.

Sales Pitch Training | Step Outside the Comfort Zone

Jon breaks down the “comfort, stretch, and panic” zones that shape every originator’s growth. Learn how to spot your comfort traps, reframe rejection, and build momentum through small, uncomfortable actions that lead to big results.

Story Time | The Barbara Corcoran Lesson

Jon shares what he learned after interviewing Shark Tank’s Barbara Corcoran at Fuse—starting with her brutally honest feedback about his headshot. Her advice on presentation, feedback, and execution turned into a lesson on humility, growth, and the mindset needed to level up your brand and your business.

This episode will challenge you to price your value confidently, stretch past your comfort zone, and welcome feedback as fuel for growth.

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