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Sip and Scale

Blendi Muriqi

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Welcome to "Sip & Scale," hosted by The Delegate Dude, Blendi Muriqi, CEO of Delegate.co and the mind behind an AI-powered virtual staffing solution transforming business operations. Each episode dives into entrepreneurship, featuring expert guests like business owners, startups, and industry leaders. Discover tips on growing your business, maximizing revenue, and mastering delegation. Whether you're a seasoned pro or just starting out, grab a drink and get ready to level up. Tune in on YouT ...
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This podcast is just one of the places to find out more about how to master the Encompass® Platform. Be sure to visit our entire community and all of the resources you will find there - www.MasteringEncompass.com Here is a brief description of who we are and what we do: We review and improve your workflow, technology, and how you leverage the Encompass® platform. Our mission is to improve your company. We focus on your workflow before your technology. Our purpose is to help as many people an ...
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Most founders wait too long to make their first sales hire or worse, they hire the wrong one. In this episode of Sip & Scale, I sat down with Mafalda Johannsen, a sales hiring expert who’s worked with early-stage startups across Europe and the US. We talked about why founders struggle with sales (especially if they’re product people), the top mista…
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Ever feel like you’ve got more to offer than what your job title says? I sat down with Mamai, one of our amazing virtual assistants at Delegate, to talk about that exact feeling—and what happens when you finally get the chance to step up and show what you’re really capable of. In this episode, we unpack what it’s like to go from a structured corpor…
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Ever feel like networking is awkward, exhausting, or just plain ineffective? You’re not alone. In this episode of Sip & Scale, I sit down with Alice Huang, a fractional COO and expert in community building, to break down how to make networking work for you, even if you hate it. Alice shares her journey from Vancouver to Austin and how she’s built t…
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In this episode of Sip and Scale, I sit down with Aviv Shalgi, founder of Solar Simplified, to break down why so many startups fail, and what you can do to avoid the same fate. Aviv shares how Solar Simplified is flipping the traditional solar model on its head, the biggest challenges in customer education, and how data-driven decision-making is th…
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In today’s episode, I’m chatting with Conrad O'Connell, a digital marketing expert who’s carved out a niche in the vacation rental space. Conrad shares how he made his way from helping his father-in-law’s fishing charter business to building a thriving agency that specializes in marketing vacation rentals. We dive into what makes promoting vacation…
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In this episode of SIP and Scale, I sit down with Ryan Levy, co-founder and president of Fuze Technology, to unpack his journey from the early struggles of entrepreneurship to steering a company toward global expansion. Ryan shares the hard-earned lessons from fundraising, navigating COVID-19’s curveballs, and building a strong team culture. Whethe…
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In this episode of Sip and Scale, I sit down with Gregory Laskody, who shares how an unexpected entry into real estate turned into a winning career in South Florida’s commercial market. We dive into everything from real estate cycles to tech’s role in the industry—and even how giving back has been a game-changer for him. Takeaways: Gregory’s start …
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In this episode of Sip and Scale, I chat with Sam Dundas, co-founder of Besty AI, about his inspiring journey from hospitality to tech. We talked about how AI is transforming guest messaging for short-term rentals and the key strategies behind scaling a successful startup. Takeaways: Sam’s shift from hospitality to founding Besty AI Besty AI automa…
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In this episode of Sip and Scale, I had a great chat with Evan Patterson, a marketing pro with an incredible journey from gaming to digital marketing. We talked about a lot of topics, from the power of personal branding and how to really make LinkedIn work for you, to the differences between sales and marketing (which people often confuse). If you’…
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Summary: In this episode, Don Spafford shares how he went from corporate finance to investing in RV campgrounds and build-to-rent communities. He talks about creating passive income, scaling a real estate business, and finding unique opportunities for high returns. Don also dives into building a team and the importance of staying open to new ideas.…
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In this episode of Sip & Scale, I sit down with Brian Keen, a franchising expert, to dive into how AI is reshaping the way businesses scale. We talk about my journey with Delegate Co. and how AI, along with effective delegation, is helping companies streamline operations and grow faster. We also explore the future of AI, the role of remote staffing…
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In this episode of Sip & Scale, I chat with Shannon St. Val, a pro in the vacation rental world. Shannon shares her journey from consulting to property management, revealing how being process-oriented and delegating tasks to overseas talent has fueled her success. We dive into her strategies for empowering remote teams, managing multiple properties…
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In this episode of "Sip & Scale," I chat with Rohit Chaparala, co-founder of Hemingway, about tackling the chaos of dental scheduling with their all-in-one platform. Rohit shares his journey from side projects to leading a Y Combinator-backed startup, emphasizing the importance of understanding customer needs and integrating feedback. Tune in to di…
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In this episode, Louie Bacaj, former senior director of engineering at Walmart, shares his inspiring journey from corporate life to successful entrepreneurship. He emphasizes the power of making small bets, diversifying income streams, and building a loyal audience through valuable content and authentic connections. Takeaways: Transitioning from a …
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Alex Shapiro, CEO of CanMonkey, shares how the company scaled its vacation rental trash solutions through technology and quality service, expanding into pool cleaning and on-demand trash removal. Initially growing via word of mouth, CanMonkey overcame hiring challenges and improved customer service by transitioning from virtual assistants to in-hou…
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Jason Lopez, VP of Sales, Marketing, and Customer Success at Jurny, shares the evolution of Jurny from property management to software. His insights highlight the importance of mentors, data-driven sales, and effective marketing strategies. Jason also discusses leveraging overseas talent, developing a strong company culture, and balancing business …
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Join Blendi Muriqi and Caroline Ramos as they discuss her journey from renting out her own property to becoming CEO of Host and Keep. Caroline shares insights on starting a side hustle, the importance of delegation, and building a strong team to scale a short-term rental business. Takeaways: Take the leap and start a side hustle while still working…
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Steve Cummings, founder of Misfit Homes, transformed from graphic designer to successful Nashville short-term rental operator. His journey underscores the crucial role of streamlined operations in scaling Misfit Homes and delivering exceptional guest experiences. Highlights: Automation and AI can greatly streamline operations and marketing in the s…
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Join Blendi Muriqi and Gerta Malaj as she shares her journey of starting YourNegotiations.com, a niche business that helps people negotiate better. They discuss the importance of negotiation skills in life and business, her go-to-market strategy, and the challenges of scaling and profitability in Silicon Valley. Highlights: Negotiation skills are c…
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Join Blendi Muriqi and Phlilip Warrick as they share their experience in growing a real estate business. Blendi and Phillip also explore marketing, branding, finding deals, the impact of interest rates, and the value of networking and trust in the industry. Highlights: Creative financing strategies can be used to purchase properties with no cash or…
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Join Blendi Muriqi and Qi Cao, the founder of ChargeBlast, a chargeback mitigation company, to know how to scale a startup business. Highlights: Starting a business requires wearing multiple hats and having a quantitative approach to assess the business's profitability and growth potential. Chargebacks can be a significant problem for businesses, e…
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In the debut episode of "Sip and Scale," host Blendi Muriqi chats with his pal Carlos about startups. They cover everything from sales skills to navigating the SDR world, and dive into risk management and the changing startup profitability game. The conversation ventures into the frontier of AI and its intersection with human-centric customer servi…
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Uncover the true impact of plugins and automation within your Encompass® environment on your workflow's efficiency. Are you optimizing your workflow or letting technology dictate the pace? Join us as we delve into these critical questions and engage in lively community discussions, unraveling the intricate interplay between plugins, automation, and…
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Hey everyone, it's Larry Bailey. This is for the Week of January 1, 2024, in Review: Job growth beat expectations in December, but is the labor sector as strong as the headlines imply? Plus, the minutes from the Fed’s last meeting suggest rate cuts are ahead, though the timing remains unclear. Here are the highlights: Job Growth Less Rosy Than It A…
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We will continue to meet on Tuesdays at 4:00 PM ET for all of our live events. Make sure to join us! We started off 2024 and our Mastering Encompass® weekly event series with a BANG. That stands for: BUSINESSES will continue to pivot. You need to have the ABILITY to pivot. NOTHING is off the table. You must document your GOALS to make sure they hap…
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Hey everyone, it's Larry Bailey. This is for the Week of December 25, 2023, in Review: After the markets were closed Monday for Christmas, the latest housing reports showed there’s broad-based home price appreciation around the country while sales are expected to pick up this year. Here are the highlights: Home Sales “Will Improve in 2024” Home Pri…
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Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of December 18, 2023, in Review: The Fed’s favored inflation measure continues to move lower toward its 2% target while falling mortgage rates boosted existing home sales and new construction. Don’t miss these stories: Inflation Inching Closer to Fed’s 2% Target E…
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Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of December 11, 2023, in Review: The Fed left rates unchanged at their meeting last week. This followed news that inflation at both the consumer and wholesale levels continued to cool in November. Here are the headlines: Fed Pivots, Signals Rate Cuts Are Ahead Con…
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Today was out last live Community event of 2023 and we went out talking about a great topic. If you were wondering what other companies are doing to keep their eyes on the most critical information as owners or executives, you need to listen to this episode. We covered how to find and review loan production data from operations, as well as how to k…
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In our meeting about the Best Practices of Condition Management Settings, we talked about leveraging the "Fulfilled" methodology to notify the Underwriter which conditions to review, the differences between standard and enhanced conditions and why it matters, and also about how to maximize your post-closing condition experience. We also focused on …
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Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of December 4, 2023, in Review: The latest labor sector data showed mixed results, while home prices increased. Here are the highlights: BLS Jobs Report Not What We Wanted Private Payrolls Below Expectations Job Openings Lower Jobless Claims Home Prices Hitting Hi…
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Hi everyone, Larry Bailey here with a very important message. Today, December 11th, 2023, I am excited to announce that I have joined Awesome Technologies, Inc. as a co-owner and will be leading the leadership team as the Chief Revenue Officer. This means that I will continue working with clients like you to leverage the best technologies available…
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We just went over some great topics to think about when focusing on Operations Management Best Practices. Leverage your pipeline views and dashboards, but be sure to also consider using data visualizers like the Bullseye Platform from Awesome Technologies ($600 for the whole company regardless of users) to help you see what is really happening. Als…
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We had a great time exploring everything we could about Document Management "Best Practices" in the Encompass® platform by ICE Mortgage Technology™. We discussed: Role Access to Documents business rules Document Stacking Templates for eFolder and Shipping Using the Protected Document workflow for Underwriting How to use Investor Connect and how tha…
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Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of November 27, 2023, in Review: There was welcome news for consumers as inflation continued to inch lower in October. Plus, tight housing inventory is still hindering contract signings and boosting home values. Here are last week’s headlines: Inflation Inching Lo…
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Who knew there so many people who were using Dashboards for Post-Closing teams. Today we talked about how to post-close in Encompass® like a master. From leveraging the Shipping Detail, Collateral Tracking, Condition and Document Management, as well as the robust discussion on hybrid e-close, you will want to watch the whole replay at: Mortgage.Com…
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We had a great discussion surrounding how to use the Disclosure Tracking tool and configure its settings for the best possible outcome. We heard from a lot of the community on the call about the Additional Dates part of the tool too. Make sure to listen to the entire replay to find out what you missed, or to replay what you need to hear again while…
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Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of November 20, 2023, in Review: It was a quiet week ahead of the Thanksgiving holiday, but the markets gobbled up the latest news on Existing Home Sales and Jobless Claims. Plus, find out what a key recession indicator is signaling. Here are the highlights: Hope …
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Whoever says Quality Control is not the heartbeat of the organization obviously needs to listen to this replay. On this episode, we covered: Reviewing the new space on Mortgage.Community for your Encompass® - Journey to the Web Using Document Protection in the eFolder Leveraging outside platforms like ACES Using Enhanced Conditions to ensure your Q…
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Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of November 13, 2023, in Review: Inflation continued to cool in October, while we saw an uptick in construction despite dampening homebuilder confidence. Plus, the latest Retail Sales and Jobless Claims suggest a slowing economy. Here are last week’s headlines: Ea…
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We had another great conversation about custom print forms. Here’s what we talked about: Merge Field Code Example Pre-Application Worksheets (with and without Merge Field Code) Custom Fields and their implications Margins > .50" User Groups Previewing - Old doc Viewer vs. New Doc Viewer Maintenance Esignatures Automation 👉Click here to watch the fu…
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Are you a Closer, or do you work with a Closer? This was the event for you. We covered how to close like a master on the Encompass® platform. Automate your closing conditions Discover how a closing comparison form can help see all of the changes on a file Don't get caught in the Itemization vs. Aggregate vs. CD Page 4 struggle Tie all of your loan …
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Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of November 6, 2023, in Review: Home Prices Continue to Hit New Highs Continuing Jobless Claims Increase for Seventh Straight Week What Important Recession Indicators Are Saying 00:00 Introduction 01:21 Last Week's Information 03:22 CoreLogic's Home Price Index 05…
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Think you know how to leverage Custom Fields in your Encompass® environment? Watch how we go through what the "CUST" fields are all about, how layering custom fields can be best used, using the values of multiple 1003 sets, and how to help ensure your fields are not hidden from color-challenged team members. This was a great meeting and let us know…
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We had a great time talking about everything Underwriting today. We covered how to use an Underwriter Comparison form, truly Automated Enhanced Conditions, the best ways to use the File and Document Manager, and also how to leverage a floating Notes panel to get your underwriter to get all of their notes into the loan file. Tell us how these sugges…
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Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of October 30, 2023, in Review: Lower Job Numbers Closer to Real Picture Private Payrolls Below Expectations “JOLT” Higher for Job Openings Continuing Jobless Claims Reach 6-Month High Is the Fed Done with Rate Hikes? Home Prices Hitting Highs 00:00 Introduction 0…
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We had a great discussion about milestones, milestone templates, what manual mode means and how that undermines all of your milestone template code complexly. Watch the entire episode to find out everything you need to know. We also showed why the Field Analyzer is the best tool for you to use to document and search all of your Encompass® settings.…
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Today was all about the Loan Processor and what I have found to help master the position in Encompass®. Leveraging Workflow Tasks, File Manager, Document Manager, Document Expirations, and Borrower Communications are all covered in this event. We would love to hear your feedback on what you think works best. Listen in on the whole event and let us …
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Hey everyone, it's Larry Bailey from Mortgage Workflow Partners. This is for the Week of October 23, 2023, in Review: Consumer inflation continued to inch lower in September, while signed contracts for new and existing homes were better than expected, showing resiliency in the housing market. Read on for last week’s headlines: Inflation Inching Low…
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2023 is coming to a close as fast as you can imagine, and we are certainly not slowing down. As a new and very small business, we need to operate efficiently and effectively, and our impact needs to be far bigger than our effort. Think about dropping a pebble into a pond and what kind of ripple that would make. Your imagination is letting you see a…
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