Asked why he funded HOME rather than seeking money, Rogelio says he focused on purpose and present-day impact instead of where money would come from. He frames the nonprofit as a response to organizations that talked about representation and language access without doing enough.

Rogelio says purpose came before funding questions
He focuses on actions today that may create impact over 10 to 20 years
He built his own table after established organizations failed to address the gap
People development and future industry leadership are central aims

“That's when I said, OK, I'm going to build my own table with people and empower them.”
Rogelio Goertzen II · 11:41

#purpose#nonprofit#impact#home

Explainer· 2

Explainer07:30

Why Rogelio Built HOME for Hispanic Loan Officers

Rogelio says years of translating across lending departments exposed a persistent gap for Hispanic professionals and borrowers. Because one loan officer can serve only a limited number of families, he chose to build a community that helps more people get licensed, connect, grow, and support one another across brokerages.

Rogelio repeatedly translated across servicing, underwriting, and banking contexts
He says Hispanic loan officers make up only about 1% of the profession
He chose community empowerment to extend impact beyond his own transactions
HOME is intended to support members regardless of brokerage

“A home no matter what brokerage you're at, where that community that shows up, where you can grow, you can be inspired, where they can…”
Rogelio Goertzen II · 09:56

#home#hispanic-community#mortgage#representation

Explainer17:58

HOME's Education, Licensing, and Placement Ecosystem

Joe presents HOME as more than a professional community: he says the organization connects scholarship-based education and licensing support with access to mortgage brokers and potential jobs. He also announces a planned partnership intended to make that path available to Coffeez listeners.

The proposed pathway combines education, licensing, and employment access
Joe says the support will be scholarship based
HOME has relationships with mortgage brokers across the country
A Coffeez listener partnership was planned at the time of recording

“You're a complete ecosystem from placing to scholarship opportunities.”
Joe Shalaby · 18:04

“the licensing curriculum and after your license as a mortgage agent and this is all this is all scholarship based after you get your license…”
Joe Shalaby · 18:35

#scholarship#licensing#career-change#home

Story· 3

Story00:54

What Rogelio Learned Watching UWM Scale Against the Grain

Rogelio says a decade at the nation's largest lender let him watch UWM grow from a $10 billion company to a $300 billion company. He highlights the example of leadership continuing with a wholesale strategy even while other bank CEOs mocked it.

Rogelio spent 10 years at the nation's largest lender
He says he watched UWM scale from $10 billion to $300 billion
He links that growth to tenacity and belief in purpose despite criticism

“And being able to watch him grow in scale, a $10 billion company to $300 billion is such an inspiration and learning his tenacity.”
Rogelio Goertzen II · 01:26

“Like I was around when the CEOs of other banks made fun of him for going to 100% wholesale.”
Rogelio Goertzen II · 01:38

#uwm#leadership#scaling

Story04:49

How Rogelio Helped Joe Find His Public-Speaking Voice

Joe recalls being terrified before a major presentation in 2019. Rogelio stepped in, organized the PowerPoint and message in detail, and helped reduce Joe's anxiety; Joe credits that intervention as an early step toward speaking internationally, podcasting, and creating content.

Joe was preparing for a presentation with only three days to go
Rogelio helped structure the slides and simplify the message
Joe says the support became a starting point for his later speaking work
The help was offered as service rather than for payment

“how I'm going to illustrate my message, how simple it is, alleviating the anxiety before I speak.”
Joe Shalaby · 05:35

#public-speaking#service#mentorship

Story35:05

What Rogelio Hopes God Says About His Life

In the closing question, Joe asks what Rogelio thinks God will tell him at the pearly gates. Rogelio hopes to hear that he stayed true to his purpose and mission despite attacks, opposition, and attempts to derail him; Joe responds that the impact is already materializing.

Rogelio defines success as staying true to purpose under pressure
His answer centers on identity and mission rather than status
Joe says he can feel Rogelio's heart in the response
The exchange closes the episode on faith and perseverance

“I see how much attacks we're against you, how much people went against you, how much people the enemy tried to derail you from your…”
Rogelio Goertzen II · 35:31

“And you knew who you were even when the rest of the world didn't see it.”
Rogelio Goertzen II · 35:42

#faith#purpose#perseverance

Q&A· 1

Q&A32:18

Rogelio's Goals for Family, Health, and HOME

Rogelio says he first wanted to put his family in order, describing financial support for relatives, paying off his parents' house, and taking 16 family members to Mexico. His personal focus is staying disciplined with exercise and health, while his professional goal is to make the HOME logo widely recognized as a sign of a trustworthy adviser.

Rogelio describes concrete financial and experiential support for his family
He works out almost daily to stay capable of serving others
He wants consumers to associate HOME with trustworthy advice
The broader aim is a community that can support other communities

“Personal, you know, I work out almost every single day, especially when you're traveling, when you're doing all this stuff, it's very hard to eat…”
Rogelio Goertzen II · 33:24

#family#fitness#goals#trust

Takeaway· 2

Takeaway16:45

The Goal: One Trustworthy Loan Officer in Every State

Rogelio describes a simple trust test behind HOME: if his grandmother moved states, he wanted one honest loan officer in every state to whom he could refer her. He does not reject profit in lending; instead, he asks professionals to check whether they are treating each borrower fairly in light of that family's finances.

The trust standard is personal enough to apply to a family member
Loan officers should be paid for their work
Profit does not remove the duty to treat borrowers fairly
The standard applies to every borrower and community, not only Hispanics

“I just wanted one trust worthy loan officer in all 50 states that I could refer her to.”
Rogelio Goertzen II · 16:57

“But at the same time, are you treating them fairly?”
Rogelio Goertzen II · 17:29

#trust#fair-lending#ethics#mortgage

Takeaway28:20

Leaders Should Fill Mentorship Gaps, Not Limit Potential

Rogelio argues that parents may have done their best with the resources they had, leaving some young adults without specific leadership skills or mentorship. He says leaders should fill those gaps person by person and help each individual reach their own potential rather than imposing the organization's definition of success.

Resource gaps can leave people without particular leadership skills
Different people require different kinds of support
HOME members can pair with people who lacked mentors in specific areas
Development should amplify the individual's potential and direction

“And it's our job as leaders to make up for those deficiencies and teach them in different areas.”
Rogelio Goertzen II · 29:20

“and making sure that you reach your full potential, not our full potential, your full potential.”
Rogelio Goertzen II · 30:01

#mentorship#people-development#leadership#potential

Frameworks in this episode

Heart-Check Investment Filter

Need-to-Solution Adaptation Loop

Personality-to-Role Career Fit

Shadow-Measure-Improve Leadership Loop

Insights & moments

◆Hot Take· 1

Why Rogelio Put Purpose Before Funding HOME

✶Explainer· 2