One Year of ADvantage Loyalty Program: Milestones, Growth & What’s Next

The ADvantage Loyalty Program celebrates its 1-year anniversary – and in this special Insights by AD Mortgage episode, we’re taking you behind the scenes of how the program was built, how it evolved, and how it’s helping partners grow stronger, more profitable pipelines. Jerry hosts the episode with El Klepfer, AD Mortgage Project Specialist, as they reflect on the first year of ADvantage, what partners value most, and the new features rolling out next. Joining them, Sam Gabay of Merit Lending along with Lucky and Jas Singh, founders of LJ Mortgage Team Inc. in Queens, NY, share their real-world experiences as active ADvantage partners and explain how status benefits and engagement tools have impacted their businesses. 🎯 In this episode, you’ll learn: ✅ How the ADvantage Loyalty Program was created ✅ What partners say – and how their feedback shaped program goals ✅ Year-one achievements and major milestones ✅ How Partner Status works and the benefits available at each tier ✅ What new or existing partners can do to get started ✅ The biggest misunderstandings about ADvantage ✅ What’s coming next: new benefits, expanded features & pipeline updates Guests Featured in This Episode 🔻 Sam Gabay from Merit Lending • Website: https://meritlending.com/ 🔻 Lucky & Jas Singh — Founders of LJ Mortgage Team Inc., Queens, NY • Lucky Singh: https://www.tiktok.com/@luckysinghceo • Jas Singh: https://www.instagram.com/jaswindermlo/ 👉 Learn More About the ADvantage Loyalty Program: https://admortgage.com/loyalty-program/?utm_source=yt&utm_medium=sm&utm_campaign=ADvantageInsights1y25 👉 Join the Program: https://aim.admortgage.com/login?utm_campaign=ADvantageInsights1y25&utm_source=yt&utm_medium=sm 📺 Subscribe for more episodes on lending, compliance, and mortgage operations! #realestate #mortgage #refinance #realestateinvesting #mortgagecalculator #mortgagebroker #nonqmloans #mortgage #admortgage #fico #creditscore #MortgageRates #mortgageadvice #fanniemae _____________________________________________________________________ AD Mortgage (NMLS # 958660) is a top wholesale and correspondent lender, bringing first class service.  We are a nationwide lender able to conduct business in 40+ states. Join the more than 8,500+ companies who’ve already chosen AD Mortgage as their long-term partner to expand their pipeline! Learn About Programs: https://admortgage.com/our-programs/?utm_source=yt&utm_medium=sm&utm_campaign=ADvantageInsights1y25 Calculate Your Loan: https://pricer.admortgage.com/?utm_source=yt&utm_medium=sm&utm_campaign=ADvantageInsights1y25 Submit Scenario: https://admortgage.com/scenario-request-form-2/?utm_source=yt&utm_medium=sm&utm_campaign=ADvantageInsights1y25 Become a Partner: https://admortgage.com/become-a-partner/?utm_source=yt&utm_medium=sm&utm_campaign=ADvantageInsights1y25 Follow us where you wish: LinkedIn: https://www.linkedin.com/company/admortgage/ Facebook: https://www.facebook.com/admortgagecompany/ Instagram: https://www.instagram.com/admortgagellc/ Twitter: https://twitter.com/ad_mortgage Threads: https://www.threads.net/@admortgagellc Telegram: https://t.me/admortgage_bot 00:00 — Introduction 01:34 — How the ADvantage Loyalty Program Was Created 03:27 — How Partners' Feedback Align With AD Mortgage’s Goals 04:35 — Loyalty Program Team Achievements throught the year 07:55 — Interview with Sam .. 08:21 — Sam’s Favorite Features of the ADvantage Program 10:21 — Interview with Jess (Quinzz, NY) 11:28 — Explaining the Partner Status Program 16:17 — The Origin of ADvantage & the Progress Leading to Today 18:19 — How New & Existing Partners Get Started with ADvantage 20:51 — Additional Status Benefits 21:12 — Most Remarkable Moments Bringing the Program to Life 23:32 — Biggest Misconceptions About the ADvantage Loyalty Program 24:54 — What’s Next: Upcoming Features & Pipeline Enhancements 27:05 — Closing Remarks: Thank You to Our Viewers, Team, El & Guests