Sunday Conversation: Becoming a Mortgage Strategist with Jim Gallup

Jim Gallup is accomplished mortgage management professional with extensive experience providing the leadership and direction needed to drive the achievement of key enterprise business goals and objectives. He can lead high-performing teams, developing and executing strategies to maximize revenue and business potential within the marketplace. In addition, He brings proven strength in building and maintaining long-term, professional relationships with strategic business partners and stakeholders based on the effectiveness of the leadership, solutions, and wide-ranging support provided.

I am continually recognized for delivering impactful results while leading in fast-paced, dynamic business environments.

Episode Highlights Here:

Jim:

I’ve seen other clients do better or get hurt, right? So here’s what we want to watch out for.

Brett:

What should the client know and be looking for in a mortgage strategy? What’s the number one that they should be focused on?

Jim:

It’s got to be, trust me, it’s got to be, you know, somebody that you connect with and you trust, someone who can look at more than just an interest rate or, you know, a transaction, I guess, is what I’m saying it needs to be much bigger than just a transaction, it needs to be a concern and care for their overnight overall financial wealth development, tax mitigation, tax efficiency, bringing into account all of the different, you know, a Mortgage Strategist needs to bring a perspective of the hundreds or 1000s of transactions they’ve done to help show you know, here’s, here’s what I’ve seen other clients do better or get hurt, right. So here’s what we want to watch out for. And here are some things you might not have considered. Concerning capital gains, or trust and estate or, you know, long-term planning, those things are important, especially as the financials get more and more,

Brett:

I couldn’t agree more. And I believe we get paid for solving problems, right at the end of the day, you know, to the ability, the extent that we can solve complex problems is to the ability that we can get paid and serve a client at a higher level. So I love the idea of cash flow and tax flow. And looking at the whole whole whole part of what’s going on with the client. Sometimes I feel like the client shows up with this a Rubik’s Cube, and each of them is a little bit different. Their colors are a little bit different. And part of our goal is to clarify what a cube that was congruent with each different color and each side and then bring in the specialists or be that specialist to help move that and work with their CPA or with their financial advisor to look at their mortgage on their house and mortgages on their commercial real estate. And kind of try to bring that all to a congruence.