Monthly conversations with the leaders building homeownership education: real strategies, real numbers, and one thing to do before next month. Free, on Zoom, once a month.
September guests: Ernie Graham and Wally Elibiary
Ernie Graham, CEO of Homebot · Wally Elibiary, CEO of Aspire Mortgage Advisors
New MBA-backed research from Homebot, and what a top producer actually runs on it.
You call a past client to check in, and they've already run their own numbers. They looked up buydowns last week. They've been watching listings for two months. By the time you get them on the phone, half the conversation has already happened without you.
Ernie Graham, CEO of Homebot, brings new research built with the Mortgage Bankers Association. It pairs MBA state-level market data with what 10 million homeowners actually did inside Homebot in a single month. The market kept moving while the headlines called it frozen, and the movement showed up in the database first.
Wally Elibiary, one of the top loan officers in the country, shows you what he runs on it. He'll walk through how he works his database in this exact market, and what he says to a client who already knows their number.
Register for the Mastermind →The lists to pull this quarter, and the signal that separates a qualified client from an interested one
What to have ready before the call, now that buydown questions are up 22%
How to open with someone who's already done their own research, without starting over or talking down to them
Where AI already sits in your client's process, whether or not it sits in yours
How agents and loan officers split one conversation into two transactions
Who this is for: loan officers and real estate agents. The session is built for both. Have your database open before you log on.
Ernie Graham is CEO and co-founder of Homebot, the financial dashboard that helps homeowners build wealth through the home they already own. Before Homebot, he worked on consumer research and product at Realtor.com. Homebot now works with thousands of lenders and agents across the country, giving Ernie a real-time read on what 10 million homeowners are actually doing with their equity, not just what they're saying.
Wally Elibiary is CEO and Founder of Aspire Mortgage Advisors (Team Wally Home Loan), where he leads a team closing $200 million a year after 23 years in the mortgage business. He started as a solo originator closing $40 million on his own. What changed the trajectory was systematizing the database, not chasing more leads.
Co-hosted by Dave Savage, Chairman of the FirstHome IQ board and Chief Growth Officer of TrustEngine, the company behind Mortgage Coach, which he founded. With Kristin Messerli, Executive Director of FirstHome IQ.
Every Mastermind is recorded. Replays live with the rest of the professional education library.
Watch past sessions on teach.firsthomeiq.com →One hour with Ernie Graham and Wally Elibiary on the business hiding in your database. Come with your database open, leave with the lists to pull this quarter.