This week, we’re joined by Milestone’s very own Rob Serpa: a powerhouse loan officer who quadrupled his annual volume to over $28 million in just two years. Rob highlights the power of a competitive mindset and why every top producer needs to "wake up poor." We’re also talking Mission 22, a non-profit dedicated to ending veteran suicide that Rob supported by donating from every single one of his 2025 closings. This one’s a must-watch if you want to learn to scale production while maintaining discipline and authenticity.

Visit Mission 22 at https://mission22.org/

Milestone Mortgage Solutions: https://milestonemortgagesolutions.com/

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2025 is officially in the books, and it was a banner year at Milestone Mortgage Solutions! We’re recapping our awesome year and setting a new goal: $1.1 billion in 2026. This episode is us pulling back the curtain on how we scale our mortgage brokerage. We also move beyond the numbers to talk about the philosophy that drives our success: Doing the right thing when no one is looking. We believe character is what ultimately builds a billion-dollar company - and you certainly can’t overlook it.

Milestone Mortgage Solutions: https://milestonemortgagesolutions.com/

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This week, we’ve got a true OG of the Milestone family: Patrick Walsh of Whaling City Title & Closing. If you’re in the real estate industry and think business ends at 5:00 PM, Patrick’s here for a reality check! Whaling City Title & Closing is one of the strongest title companies in Massachusetts, built by being available when others weren't - no days off.

Whether you’re a loan officer, a realtor, or a homebuyer, you’ll learn why the "quarterback" of your closing is the most important person in the room.

Whaling City Title & Closing: https://www.facebook.com/walshtitleandclosing/

Milestone Mortgage Solutions: https://milestonemortgagesolutions.com/

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Follow us:

Mortgage Daddies on Facebook: https://www.facebook.com/mortgagedaddies/

Mortgage Daddies on Instagram: https://www.instagram.com/mortgagedaddies/

Mortgage Daddies on Tiktok: https://www.tiktok.com/@mortgagedaddies?lang=en