Mortgage Daddies

Mortgage Daddies

by Vernon Miles & Craig Snell
Eric Lombard Swapped Bar Shifts for Mortgage Deals | Mortgage Daddies
He spent nearly 18 years bartending - and says it's the exact same job as being a loan officer. Eric Lombard joined Milestone Mortgage Solutions in late 2020 as a loan officer - with no mortgage background and one of eight kids' worth of patience. We cover how his bartending background shaped his approach to client relationships, why he deliberately keeps his production balanced against his lifestyle instead of chasing volume, how Milestone's culture felt like family from day one, and the New Bedford Country Club Fourball golf tournament that Craig and Eric both compete in each summer. If you want a reminder that success in this business doesn't have to mean burning yourself out, here you go. Eric Lombard - Milestone Mortgage Solutions: https://milestonemortgagesolutions.com/eric-lombard/ – 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 – Chapters: 00:00:00 From bartender to loan officer with no experience 00:05:17 Why bartending and mortgages are the same job 00:10:54 Growing inside a company from 8 people 00:15:03 Choosing work-life balance over volume 00:18:06 New Bedford Fourball golf tournament 00:23:32 The Fourball team auction works 00:31:43 Eric's mom cried watching him win 00:38:52 Fourball qualifying and match play strategy
Rosie Arruda is Growing Her Mortgage Business on Relationships | Mortgage Daddies
Rosemary “Rosie” Arruda spent 13 years at Verizon, got laid off during COVID, and now she’s a President's Club mortgage producer 2 years in a row. Rosie Arruda is a loan officer at Milestone and a first-generation American who built her business on word-of-mouth inside the Portuguese, Cape Verdean, and Brazilian communities. We cover how she turned cultural connection into a referral pipeline, why she gives every unqualified buyer a written game plan instead of turning them away, what it means to treat every client like a family member, and how Vernon pushed her to move her savings out of her checking account - and why that unlocked her production growth. Rosemary Arruda - Milestone Mortgage Solutions: https://milestonemortgagesolutions.com/rosemary-arruda/ – 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 – Chapters: 00:00:00 Welcome to Mortgage Daddies, Rosie Arruda 00:03:02 Building a business in the Portuguese community 00:07:18 When the mortgage business finally clicked for Rosie 00:14:25 What drives Rosie Arruda 00:19:20 How educating clients removes fear and builds loyalty 00:22:21 Rosie's favorite part about Milestone 00:27:08 Growing up as a first-generation American in New Bedford 00:30:02 How well do Craig and Vern know Portuguese?
How Keith Gasque Built a $52M Mortgage Career from Scratch | Mortgage Daddies
Keith Gasque spent 10 years as a realtor before switching to mortgages - and outproduced veterans who had a decade's head start. He moved to Massachusetts in 2020 and built $52 million in production in under 4 years, with no local network and no one teaching him anything. Keith Gasque is a loan originator at Milestone Mortgage Solutions who spent 10 years as a realtor in South Carolina before pivoting to mortgage origination in Massachusetts in 2020. We cover how Keith built a $52 million book of business in under four years with no local network, why he moved to Milestone after bouncing between companies that weren't a fit, what it actually takes to scale from $50M to $100M in production, and how building a small team changed his capacity without costing him control. If you want to figure out what separates a good producer from a great one, this conversation is for you. Keith Gasque - Milestone Mortgage Solutions: https://milestonemortgagesolutions.com/keith-gasque/ – Chapters: 00:00:00 Keith Gasque - from realtor to loan officer 00:05:00 Building a team when your business starts taking off 00:11:15 Setting a $75M production goal and how to get there 00:15:34 Craig Snell vs Vernon Miles and how Craig crushes 00:20:23 Why purchase-only producers thrive when rates drop 00:26:23 Closing deals across Massachusetts and New Hampshire 00:30:49 Enough about work, Keith Gasque's real life 00:33:13 Why Keith still has Craig's name on the mirror
Building Multiple Businesses Before 33: Chris Mongeon, Peak Real Estate Company | Mortgage Daddies
Chris Mongeon runs a real estate brokerage, two Dunkin' franchises, and is launching a charter fishing business - and somehow, he still has time to join us on our show! Chris Mongeon is a 32-year-old entrepreneur from Somerset, MA - a 4th-generation Dunkin' franchisee, broker/owner at Peak Real Estate Company, and a soon-to-be charter fishing operator. We cover how Chris built Peak Real Estate as an independent brokerage instead of joining a franchise, why he caps his team size on purpose, and the tradeoffs between franchise and independent business ownership. If you're building a business on reputation and relationships, this one is worth your time. Peak Real Estate Company: https://www.peakrealestatecompany.com/ Chris Mongeon on Instagram: https://www.instagram.com/christopher_mongeon/ – 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 – Chapters: 00:00:00 How to build a real estate business on relationships 00:06:17 Why Chris started his own brokerage instead of franchising 00:09:22 Growing up in a 4th-generation Dunkin' family 00:16:07 Traveling the world before kids while running businesses 00:20:47 Why going ghost on clients costs you everything
Deanna Auger: 42 Years in Mortgages & Still Top of the Board | Mortgage Daddies
Deanna Auger started in mortgages before fax machines existed - and she's still outproducing loan officers half her age. Deanna Auger is a loan originator at Milestone Mortgage Solutions with 42 years in the mortgage industry, spanning banking, operations, underwriting, and origination. We cover why she never sends online application links and takes every loan app by hand, how she built a dominant referral pipeline with a single real estate office using zero paid marketing, the real difference between lender and broker origination after spending a decade at Prime Lending, and how staying competitive on the leaderboard at 60-plus still drives her every day. If you think volume and relationship-based origination can't coexist, Deanna proves otherwise. Deanna Auger: https://milestonemortgagesolutions.com/deanna-auger/ https://www.instagram.com/deannaauger/ – 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 – Chapters: 00:00:00 Starting a mortgage career from scratch 00:04:17 Why loan officers should never send application links 00:09:31 What mortgage origination looked like before computers 00:11:16 Switching from lender to broker after 40 years 00:18:28 How to build a real estate agent referral pipeline 00:22:42 Helping buyers get mortgage-ready before they qualify 00:25:09 Life outside work - grandkids, reggae and staying driven
Servedwell Hospitality: 127 Years of Family Business Done Right (Will Silverstein) | Mortgage Daddies
A clothing store that accepted tire returns is now a 127-year restaurant empire. Will Silverstein is the 5th-generation owner of Servedwell Hospitality, the New Bedford-based group behind Black Whale, Candela, Sail Loft, Not Your Average Joe's, and National Club. We cover the Silverstein family's philosophy of hospitality over service, how Not Your Average Joe's scaled to 28 locations across six states before his father sold the franchise side, and Will's decision to leave New York City fine dining and return home during COVID. We also get into employee retention, doubling down on bad guest experiences to build loyalty, DoorDash's 30% commission reality, and where Servedwell is eyeing expansion next. If you run a business that lives and dies on client experience, this one is for you. Servedwell Hospitality: https://www.servedwellhospitality.com/ – 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 – Chapters: 00:00 - How a 127-year family business stays relevant today 09:12 - Why chain restaurants are dying and what replaced them 17:44 - How to build a restaurant concept around a space 26:50 - Why Servedwell is slowing down before expanding 32:09 - What DoorDash actually costs restaurant owners
The Boys Take Over: Sports Cards, Superpowers & Having a Mortgage Dad | Mortgage Daddies
We're turning the mics over to the next generation. This week, we’re joined by our boys Liam Miles, Austin Snell, and Owen Snell for one of the most chaotic and entertaining episodes we've ever recorded! The kids answer the tough questions: What do your dads actually do all day? What makes them mad? What animal are they most like? Then we get into Liam's sports card hustle and even rip a few packs. Whether you're a mortgage professional, a card collector, or just interested in hearing Owen talk about Super Mario - this one's for you. Follow @liamssportscards on Instagram: https://www.instagram.com/liamssportscards/ – 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 – Chapters: 0:00 – Welcome to Mortgage Daddies 01:45 – Mario Talk with Owen Snell 05:44 – What’s It Like to be the Son of a Mortgage Daddy? 14:36 – Favorite Person at Milestone (Besides Dad) 17:14 – Rapid Fire Questions with the Kids 30:21 – Liam's Sports Cards 35:07 – Live Card Break 51:55 – Sign Off
Sales Leadership: Whatever You’re Doing Is Never Enough (Scott Crook, Salesforce) | Mortgage Daddies
This week, we’re joined by Scott Crook, a veteran sales leader from Salesforce. Scott’s here to discuss the parallels between our industries - elite tech sales and the high-volume mortgage business. Scott tells us about the wild pace of the tech industry and the path he took on his rise to corporate sales success. We’re talking about real life too: parenting, the importance of grit and work ethic, and a little regularly-scheduled youth sports talk too. Enjoy! Milestone Mortgage Solutions: https://milestonemortgagesolutions.com/ – 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 – Chapters: 00:00 Welcome to Mortgage Daddies 04:50 The Grind is Never Enough 10:15 Working for a Gigantic Company and Scott’s Sales Background 15:55 Dad Life 18:25 On Demanding Careers 25:30 Personal Life and Goals 34:45 Youth Sports
Supporting Veterans While Quadrupling Mortgage Volume: Rob Serpa | Mortgage Daddies
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/ – 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
How We’re Scaling Our Mortgage Company to $1.1 Billion in 2026 | Mortgage Daddies
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/ – 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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