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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In this unplugged episode, we’re stepping away from interest rates and loan guidelines to discuss the personal side of being high-producing mortgage professionals: the balancing act of family, health, and parenting. As high-producing mortgage brokers, the 24/7 grind is real, but as dads and husbands, the home-base is what matters most.

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

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Thinking about getting into the mortgage business? Vernon and Craig are here with the inside scoop on what it actually takes to become a top-producing loan officer. We’re moving past the fancy cars and nice clothes to talk about the reality of the industry. Whether you’re a 20-year veteran or just starting out, this episode is packed with everything you need to hear if you want to be in the 1%.

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

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

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In this episode, we’re switching gears a little bit to hear from the core of our operation: Courtney Foote (Loan Processor) and Wendy MacKinnon (Executive Success Coordinator) from the Milestone team. We’re covering their perspective on the day-to-day roles, the biggest headaches of the mortgage business, company culture, career shifts and more. Whether you’re an industry veteran, looking to break into the mortgage industry, or just want to get to know some of our favorites at Milestone, this one’s a must-listen!

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

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

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

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Chapters:

00:00 Welcome to Mortgage Daddies

07:47 The Milestone Day-to-Day

15:17 Flexibility at Milestone

22:37 Company Culture and More

This week, we're joined by two of the best real estate attorneys in the business: Patti Couto and Mike Maloney from SKM Title & Closing Services.

We’re mixing business philosophy with essential buyer education: why success in real estate requires moving beyond transactions and genuinely loving to serve clients, how technology has compressed the timeline, and the difference between the Lender's Policy and Owner's Policy. This one’s essential listening for any homeowner, homebuyer, realtor, or loan officer looking to level up - enjoy!

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

This week, we're once again joined by Sean Lee, Milestone's Business Development Officer. Sean showed up fresh off a red-eye from Washington to talk about the hottest topic in loan officer recruiting: the retail lie of "control." We’re taking on the largest false narrative in the industry: that Independent Mortgage Banks (IMBs) have more control over the loan process than the broker channel.

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

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Chapters:

00:00 Introduction

00:53 Sean's Travel Schedule

05:30 Retail Doesn’t have more Control than Brokers

07:18 Wholesale Pricing vs. Independent Mortgage Banks

15:50 The Broker Market Share Shift

23:15 Homebuyers Want Options and Transparency

31:15 Loan Officers Moving from Retail to Wholesale

35:00 The Key to Winning Every Deal