Episode 40: Business Losses on FHA, Webinar Strategy & Mastering Your Refi Pitch

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

Broker Buzz

– How FHA underwriters treat business losses and why a simple CPA letter of dissolvement can solve the issue.
– Why webinars are rarely the best move for new lead generation and how one-on-one video calls and evergreen YouTube content create stronger, more consistent conversion.
– The easiest way to build polished presentations using The Architect, AIM’s new AI-powered tool that generates mortgage-ready slide decks in minutes.

Sales Pitch Training | Structuring the Perfect Refi Presentation

Jonathon breaks down his step-by-step system for delivering a clear, confident refinance presentation. Learn how to take command of the call, build a ‘yes’ train, walk clients through a simple T-chart comparison, recap benefits that matter, and transition into a smooth close.

Story Time | The Ego Check

Jonathon recounts an unforgettable moment early in his career when tough feedback from a leader pushed him to confront his ego. What began as anger turned into a lesson that shaped his entire approach to growth, leadership, and receiving criticism. This story is a reminder that real progress requires humility, self-awareness, and the willingness to listen even when the message is hard to hear.

Be sure to tune in for practical loan strategies, proven sales techniques, and a powerful reminder that accepting feedback is one of the fastest ways to rise in this industry.

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