Mortgage Marketing Expert: Recent Episodes
Phil Treadwell
The Mortgage Marketing Expert podcast helps mortgage & real estate professionals build more modern and relevant business. Sought-after industry experts share first-hand experience & advice to: create and convert more opportunities through effective marketing, maximize pipeline growth, and create more efficiency to become more profitable. MME podcast is hosted by Phil Treadwell.
In this episode, Phil Treadwell shares how to reframe frustration into momentum and push past plateaus. He breaks down the difference between a strategy and a real plan, and why execution, consistency, and mindset are the true keys to progress. Phil reveals parts of his personal playbook for moving forward and encourages listeners to evaluate the ROI of their efforts. As the founder of M1 Academy and a mindset coach, Phil delivers actionable insights to help elevate both you and your business. If you’re feeling stuck, this episode will provide the clarity and motivation you’ve been needing.
00:20 Reframe the Frustration
04:30 A Strategy or a Plan?
07:05 Execution, Consistency, and Mindset
10:30 Phil’s Playbook
13:25 Join the Movement Forward
19:20 What’s Your ROI Worth?
23:35 Have You Plateaued?
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In this episode, Phil Treadwell sits down with Sean Herrero to explore how mindset is the foundation for success in both business and life. They break down the difference between excuses and real obstacles, highlighting how personal responsibility shapes outcomes. The conversation encourages listeners to shift their focus to solutions, stay rooted in their “why,” and make the most of the tools and resources they already have. It’s a powerful reminder that the right mindset unlocks the full potential of everything around you.
Sean Herrero is a leading mortgage advisor in the Bay Area with over 20 years of industry experience. After spending 15 years supporting mortgage advisors behind the scenes, he began working directly with homebuyers in 2017 and quickly rose to rank among the nation’s top 500 mortgage advisors. He is dedicated to empowering real estate professionals and guiding homebuyers to make confident, informed decisions. Beyond his own production, Sean mentors Loan Officers through his MNDST Event, where he teaches the mindset and strategies needed to build a successful business.
01:30 Catching Up with Sean
04:20 Excuses are not Reasons
08:15 People Pay for Wisdom
12:30 Now what?
14:45 Solution-Focused Lending
19:00 Don’t Be a Taker
23:45 Define the Why
27:40 Override Your Thoughts
31:30 Mindset Before Tactics
35:55 Use the Tools You’re Given
39:00 Find Your People
Connect with Sean: Instagram | Website
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In this episode, Phil Treadwell talks with Michael Brennan about redefining leadership and making intentional impact. Michael emphasizes that leadership is a verb, not a noun; it’s about taking action, not holding a title. He encourages listeners to "lead up" regardless of their role and to say yes to opportunities that create growth. They discuss how consistency builds trust over time and how small actions, like a thoughtful text, can make a big difference.
Michael Brennan is the president of Nationwide Mortgage Bankers (NMB), overseeing sales and operations across 47 states. He leads the NMB Affinity Platform, a financial wellness initiative built on strategic partnerships. Previously, he was president of Movement Mortgage, where he helped grow the company to 5,600 employees and $33 billion in annual volume. Michael is also active in philanthropy, supporting global nonprofits and serving as a key partner in John Maxwell’s EQUIP Foundation.
01:30 Meet Michael
06:20 It’s Not How It’s Always Been
10:15 Lead Up
13:20 Leadership is a Verb
16:55 Never Say No
22:05 Consistency Compounds
24:50 Part of the Impact
32:20 Send That Text
Connect with Michael: Website | LinkedIn
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In this episode, Phil Treadwell sits down with Caleb David for a real and motivating conversation about what it means to show up with purpose. They dive into the power of being in the right rooms, asking instead of assuming, and listening to what’s not being said. Caleb shares how aligning passion with purpose and checking in with yourself can lead to meaningful growth. A must-listen for anyone who wants to lead with purpose and show up more powerfully in life and business.
Caleb David is a top commercial real estate broker in Colorado Springs, known for his people-first approach and expertise across multiple sectors. As an investor and owner, he brings strategic insight to advising clients locally and globally. He hosts the Commercial Real Estate Unfiltered podcast and founded The Table Initiative to foster meaningful community connection. Caleb’s mission—whether in business or philanthropy—is to create space where people feel seen, heard, and valued.
01:30 Meet Caleb
04:50 Be in the Right Room
06:55 Ask, Don’t Assume
11:25 Listen to What People Don’t Say
15:55 Turn Passion into Purpose
19:10 All In Wherever You Are
22:25 Stop, Breathe, What Do You Need
25:40 Are You Capable and Willing?
30:00 Celebrate Every Win
32:00 Show Up Every Day
Connect with Caleb: Instagram | Facebook | LinkedIn | Website | Email
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In this episode, Phil Treadwell is joined by Bryan McKee, mortgage professional, and founder of Resilient Warrior, for a real conversation about what it truly takes to grow—mentally, physically, and professionally. They discuss how discipline, daily habits, and doing the hard things you resist are essential for lasting change. Bryan shares why success isn’t instant, how setbacks shape us, and why your standards must match your goals.
Bryan is a mindset advocate, mortgage professional, and real estate investor with over a decade of experience in leadership, entrepreneurship, and personal development. A former executive chef turned entrepreneur, he now leads the coaching platform Resilient Warrior and hosts the Behind the Breakthrough podcast, where he empowers others to take ownership of their health, habits, and mindset. After overcoming seasons of depression, anxiety, and burnout, Bryan draws from personal experience to help people rebuild from within and live with purpose, discipline, and integrity. His mission is clear: to guide others through the inner work that leads to lasting breakthroughs.
01:30 Meet Bryan
02:45 Start the Day Right
05:10 Take Care of Yourself
08:25 The Satisfaction of Putting in Work
11:55 90 Days till Results
16:50 It’s Not Just About the Numbers
22:40 Bryan’s Main Habits for Success
25:30 Discipline is a Skill
29:55 Match Standards with Expectations
32:40 Move Through the Mistakes
38:45 Give Your Full Attention
41:30 Life is Not Supposed to be Easy
44:15 Do What You Don’t Want to Do
Connect with Bryan: Instagram
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In this episode, Phil Treadwell interviews Nick Friedman, President of Homes at HomeLight, about how real estate professionals can elevate their conversations and stand out in a crowded market. Nick emphasizes the importance of going beyond surface scripts to build real connections and deeper conversations with clients. They explore how AI can boost speed and efficiency, helping agents do more in less time. Nick also shares strategies for reaching hard-to-contact clients and encourages constantly asking, “Is there a better way?”
Nick Friedman is the President of Homes at HomeLight, where he spearheads the development of new growth channels and strategies for the company’s flagship financial product, Buy Before You Sell. Previously, Nick was the Co-Founder and COO/CRO at Accept.inc, a Denver-based proptech company that was acquired by HomeLight in June 2022. Under Nick’s leadership, Accept.inc led the company to nearly 30x growth in 2 years and raised over $100MM in debt & equity capital.
01:30 Meet Nick
03:45 Don’t Be a Broken Record
06:50 Have Deeper Conversations
09:55 AI = Speed and Efficiency
16:30 Reach Out to the Unreachable
20:55 Is There a Better Way?
25:45 Buy Before You Sell
31:10 Learn Everything You Can
Connect with Nick: LinkedIn | Website
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In this episode, Phil Treadwell welcomes Rob Pieklo, President and CEO of AFR. Together, they dive into how mortgage professionals can better educate and guide their clients. Rob and Phil explore the impact of UMBS and the 10-Year Treasury, and discuss the limitations of market forecasting. Rob emphasizes clear communication, honesty, and recognizing early market shifts as tools for building client trust. It's a valuable listen for those looking to enhance both their market knowledge and their client approach.
Robert Pieklo, President and CEO of AFR, brings a wealth of experience and leadership to the role, having previously overseen lending, revenue, capital markets, and strategy at the company. During his time away, he successfully ran his own brokerage, gaining hands-on insight into the industry. Rob’s extensive knowledge across broker, correspondent, and retail channels uniquely positions him to drive AFR’s next phase of growth. A respected industry leader, he remains actively engaged with numerous trade associations, reinforcing his commitment to advancing the mortgage space.
02:20 Be the Expert
06:15 The World of UMBS
11:00 The Ten Year Treasury
13:50 A Broken Crystal Ball
17:15 Lock It In
19:40 Pay Attention to the Whispers
22:50 Transparency is Key
27:10 The Truth is Easier Than a Lie
31:10 Less Talking, More Mistrust
32:35 Take the Good with the Bad
35:30 The Pounds of Results
39:40 Use the Macros to Your Advantage
Connect with Rob: Instagram | AFR Website
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In this episode, Phil Treadwell chats with Alexis Valladares about embracing growth, resilience, and purpose-driven success. Alexis shares how choosing excitement over fear and setting higher personal standards can create momentum in life and business. He highlights the importance of solving problems, tapping into emotions, and adopting the “as if” mindset to align with your goals. From the urgency of a “drowning person’s focus” to learning what not to do, Alexis offers powerful mindset shifts. He reminds listeners that failure is a part of success—and that the journey itself is where the real value lies.
Alexis Valladares is a real estate sales coach and entrepreneur who started his business journey at 14. After 12 failed ventures, he became a licensed real estate agent in 2020 and found success, closing over $150 million in transactions by mastering FSBOs and expired listings. He now leads Valladares Real Estate Academy, training over 10,000 agents worldwide in cold calling, objection handling, and sales mastery. With 200+ live events and 3,000+ active students, Alexis is passionate about helping agents become top communicators and closers.
01:30 Meet Alexis
04:25 Excitement over Fear
07:40 Set New Standards
11:05 Find Opportunities to Grow
14:20 Look for the Problems
19:25 It’s Not About You
25:10 Tap into the Emotions
30:30 The “As If” Mindset
33:00 A Drowning Person’s Focus
36:40 Fail to Succeed
39:10 The Journey is Everything
42:30 Knowing What NOT to Do
45:20 Be Courageous
Connect with Alexis: Instagram | Website
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In this episode, host Phil Treadwell welcomes back Erin Bradley to share strategies for building strong business relationships through generosity and value-driven actions. She explains how to identify opportunities to connect and how professionals can refine their communication to be more effective. The conversation also covers the importance of having a strategy tailored to your strengths rather than following a one-size-fits-all model. Erin’s insights offer both clarity and direction. The episode gives listeners a push to take action and shift from “I wish I could…” to “I’m doing it.”
Erin Bradley is a dynamic speaker, bestselling author, and host of the Pursuing Freedom podcast, dedicated to empowering real estate professionals. With firsthand experience navigating the challenges of entrepreneurship, she transformed her business to align with her vision of fulfillment. Now, she teaches others how to overcome overwhelm, create freedom, and build a life they don’t need a vacation from. Erin’s philosophy centers on mindset, effective systems, and strong support networks, proving that success is achievable with the right approach.
01:30 Welcome Back, Erin
04:20 Be a Go Giver
12:10 What is Value?
16:45 Opportunity Alerts
20:30 Develop Your Own Strategy
24:20 Conversation 101
28:30 Take the Work Hat Off
31:10 You Have to Take Action
33:50 “I Wish I Could…”
Listen to Erin’s podcast, Pursuing Freedom
Connect with Erin: Email | Instagram | LinkedIn
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In this episode, host Phil Treadwell travels to Ohio to sit with Mark Perkins, CEO of Pivot Realty. Mark and Phil discuss the mindset and habits that drive success, emphasizing personal responsibility, discipline, and eliminating excuses. They explore how AI enhances efficiency for top performers while entitlement and inaction keep others stuck. Taking consistent action compounds over time, leading to extraordinary results, while simplifying tasks and focusing on daily execution create momentum. Success isn’t about talent or luck—it’s about mindset, discipline, and showing up. Those who commit to doing the work will always come out ahead.
00:21 A Special Episode
04:35 Get Rid of the Excuses
08:45 Attitude or Actions?
12:10 Are You Going To or Not?
17:00 What the Uncommon Have in Common
26:20 Feelings are Feedback
30:18 Worth It
36:45 Do It as if You Own the Business
41:45 It’s a Sense of Entitlement
47:30 The Opposite is Responsibility
51:40 The Word that Belonged to 2024
55:50 AI = Replacing Professionals?
59:55 Ordinary with a Little Extra
01:03:00 Owning vs. Renting
01:12:40 The Philosophy of Phil
01:16:10 Urgency Combined with Pace of Work
01:20:20 Listen and Contemplate
Listen to Mark's Podcast: The Necessary Entrepreneur
Connect with Mark: LinkedIn | Instagram
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In this episode, host Phil Treadwell prepares for a new quarter with a focus on increasing productivity and making the most of the hours in a day. He explores key strategies like time-blocking, AI-driven strategies with ChatGPT, and content techniques that capture attention. These insights help mortgage professionals streamline their workflow, improve marketing efforts, and strengthen client relationships. By applying these tactics, you can work more efficiently, attract the right clients, and elevate your business. This episode is packed with actionable insights to help you stay ahead in a competitive market.
Phil Treadwell is an award-winning entrepreneur, national speaker, and podcaster with over 20 years of experience in the mortgage and real estate industry. As the Founder and Mindset Coach at M1 Academy, ranked #4 among the Top 10 Mortgage Coaching Programs of 2023, Phil helps professionals achieve peak performance through proven strategies for mindset and execution. Recognized with multiple honors, including USA TODAY’s Top 10 Founders to Follow in 2024, Phil is dedicated to empowering professionals to reach their full potential.
00:21 New Quarter, Increasing Productivity
02:30 Efficiency with Timeblocking
07:10 The Marketing Formula
09:50 To the Point with ChatGPT
13:30 Get Their Attention
16:35 10-10-10 Strategy
21:00 More to Come
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In this episode, Phil Treadwell is joined by Nicole Giamundo and Alex Giampietro as they share their unique perspectives on the mortgage and real estate industry, diving into the differences between their roles and experiences. Both ladies discuss how shifting environments require a shift in mindset and the daily habits and non-negotiables that keep them grounded and successful. The conversation highlights the importance of finding fulfillment in your work, building strong referral relationships, and consistently adding value to clients. Alex and Nicole emphasize the power of authenticity in business—staying true to yourself is the key to long-term success.
As a Producing Branch Manager at Gila Valley Mortgage in Safford, AZ, Alex has built a successful business on the foundation of referral relationships and meaningful connections. Since 2011, Alex has been guiding families through the mortgage process with trust, care, education, and a personal touch. As a wife and mother to two energetic boys, she embraces adventure and change—both in life and in business. For Alex, serving her rural community is more than just work; it’s a passion.
With a heart for service and a passion for real estate and finance, Nicole helps clients navigate the loan process with ease and confidence. As a mother of twins, she understands the importance of reducing stress and making home financing a smooth experience. Beyond her work, she empowers women in business through M1 Academy and Professionally She while advocating for mental health awareness. Her love for travel and diverse experiences allows her to connect with clients from all backgrounds. A multi-year recipient of Denver’s Rising Star Award, Nicole is dedicated to helping families achieve their homeownership goals.
00:20 Meet Alex and Nicole
03:25 Difference in Sides
07:55 Shifting Environments, Shifting Mindsets
11:00 Daily Habits and Non-Negotiables
17:15 Find Your Fulfillment
21:50 Referrals and Adding Value
27:05 Keep Going with Authenticity
Interested in Professionally She? Register for calls here!
Connect with Alex: Facebook | Instagram
Connect with Nicole: Website | Instagram
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In this episode, Phil Treadwell sits down with Richard Milligan to explore the mindset and strategies that set top professionals apart. Richard highlights why people follow strong leaders, not just companies, and challenges listeners to take full advantage of the tools at their disposal. They also discuss the traits of the most valuable loan officers, the role of AI in the mortgage industry, and how to cut through the noise to stand out. Ultimately, Richard reminds us that your greatest value lies in who you are, not just what you do.
Richard's leadership journey began with the challenge of recruiting a team with little training or resources. Determined to improve, he immersed himself in books, podcasts, and industry insights. After building over 20 teams in the mortgage industry, he felt a deeper calling to help others in similar situations. In 2017, he founded 4C Recruiting, a consulting firm dedicated to empowering recruiting leaders. A sought-after speaker, Richard has been featured in Scotsman Guide and, in 2022, published How to Dominate Recruiting in the Digital World.
00:20 Meet Richard
05:40 To be Dynamic You Must Evolve
11:00 Success Principles are Uniform
14:25 People Join Leaders, Not Companies
19:05 Go Use Your Logins
23:20 Most Valuable Loan Officer
28:50 Embrace AI
33:40 Don’t Drown in the Noise
38:35 Your Value is You
Connect with Richard: LinkTree
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In this episode, host Phil Treadwell collaborates with Todd Scrima who shares his journey to success, highlighting the importance of hard work, continuous learning, and consistent effort. Todd stresses the value of connecting with the right people and that real growth comes from developing new skills. He encourages listeners to provide genuine value rather than just seeking help, as people pay for solutions, not problems. Balancing emotional and tactical approaches is essential, and Todd’s core message is clear: success comes from taking consistent, strategic action.
Todd Scrima has built his career on helping people grow and achieve financial success. As the founder of one of the nation’s largest mortgage coaching programs, he has mentored over 600 loan officers to seven-figure earnings. He leads multiple companies, including Summit Funding, Jolt Mortgage Marketing, and The Mortgage Podcast, while also managing eight other businesses. An industry thought leader, Todd shares his expertise through his books Dare to Sell and The Loan Officer’s Roadmap to $1 Million.
00:20 Meet Todd
05:15 Go Out and Do the Work
07:30 No One Cares About the Past
10:10 Grow Your Skills
13:00 Call on the Right People
16:10 Building from the Bottom
18:00 Be Honest with Yourself
20:25 What are You Effective at?
24:35 Be Valuable, Not a Beggar
29:10 People Pay for Solutions
32:15 Opportunities are Out There
36:25 Phone Calls Work
38:05 Both Emotional and Tactical
39:05 Are You Taking Action?
Connect with Todd
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In the episode, host Phil Treadwell meets with Justin Ulrich, VP of Marketing at Evocalize. Justin shares insights on effective marketing strategies and emphasizes the importance of investing in content that converts, engages audiences authentically, and feeds social media algorithms for better reach. The discussion covers the power of networking, building in public to foster trust, and leveraging AI tools like ChatGPT to enhance productivity. Don’t miss this episode for powerful strategies on marketing, networking, and using technology to elevate your business!
Justin is a seasoned marketing leader known for his creative expertise and innovative go-to-market strategies. With experience across B2B and B2C industries like software, real estate, telecom, and more, he specializes in channel marketing, brand management, and demand generation. His strategic vision and execution drive transformative results.
00:20 Meet Justin
03:30 Marketing and Client Partners
07:30 Putting Money Where the Post Is
11:00 Give Business to Get Business
14:50 Engage Your Audience
17:45 Feed the Algorithm
21:25 Building in Public
24:30 People Work With People
25:45 Lean into the Platforms
27:55 Leverage Technology and AI
31:40 Benefits of ChatGPT
35:00 Don’t Wait, Just Start
Follow Evocalize on LinkedIn | Facebook | Instagram | YouTube | TikTok
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In this episode, host Phil Treadwell dives into how the business world is evolving and why success comes to those who take action. Effort, mindset, and strategic thinking are key drivers of growth. Phil breaks down the difference between strategies and plans, emphasizing the power of confidence, conviction, and enthusiasm. Instead of dwelling on the past, focus on what’s ahead—educate yourself, embrace failure as a stepping stone, and recognize that opportunities are everywhere for those willing to go after them.
Phil Treadwell is an award-winning entrepreneur, national speaker, and podcaster with over 20 years of experience in the mortgage and real estate industry. As the Founder and Mindset Coach at M1 Academy, ranked #4 among the Top 10 Mortgage Coaching Programs of 2023, Phil helps professionals achieve peak performance through proven strategies for mindset and execution. Recognized with multiple honors, including USA TODAY’s Top 10 Founders to Follow in 2024, Phil is dedicated to empowering professionals to reach their full potential.
00:20 Business Has Changed
02:00 Efforts Bring Success
04:00 Are You Taking Action?
05:15 Strategies vs. Plans
07:10 Mindset is Key
09:40 Conviction, Confidence, and Enthusiasm
11:30 Look Forward, Not Backward
13:15 Educate Yourself
14:00 Embrace Failure
17:00 Opportunity is Out There
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In this episode, host Phil Treadwell welcomes Michael Sweigert, mortgage professional and fellow podcast host. Michael shares insights on connecting with audiences, leveraging social proof, and using multiple engagement methods beyond just a website. The discussion debunks podcasting myths, emphasizing that social media and podcast success doesn’t require expensive gear—just a phone, a mic, and a willingness to start. Don’t miss this episode filled with tips and tricks to build your reputation from the screen to in-person!
Starting out in lending at the ripe age of 24, Michael quickly earned the moniker of the Bearded Banker, becoming a customer favorite known for his expertise, transparency, and enjoyable sense of humor. Starting out in the mortgage industry completely on his own, he started using unconventional methods to develop referral partnerships - with one of those being his podcast.
00:20 Meet Michael
02:50 Going in Blind
05:30 From Transactional to Relationships
08:15 Changing Your Strategy
09:50 Connecting With Content
13:20 Think Like a Consumer
14:45 What is Your Social Proof?
18:40 It’s Not Just the Website
20:35 Build an Arsenal of Methods
22:20 The Myths of Podcasting
24:00 Only a Mic and a Camera
27:25 More Than Just a Podcast
30:10 Podcasting and Sphere of Influence
34:45 Your Phone is Enough
38:50 Podcast Success Stories
43:20 Just Do It
Connect with Michael and his podcast! Instagram | Website
Bluetooth microphone set
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In this episode, Phil is joined by fellow podcast host, Jimi Ryan. Phil and Jimi’s conversation highlights the strategic use of social media as a powerful tool for engagement, brand awareness, and customer relationship management. Jimi’s experience in different parts of the mortgage world brings great insight and strategies to make building one’s database smooth and simple. Don’t miss this episode filled with tactics and strategies to better your business!
Jimi Ryan is the Chief Creative Officer at Shape Software, where he leads innovative design and creative strategies to drive the company's vision forward. Jimi is also the host of the popular podcast Get It Done, where he shares insights on productivity, leadership, and creative success, inspiring listeners to take action and achieve their goals.
00:20 Meet Jimi
01:25 A Lot of Effort, But Not a Waste
04:15 How Much is Attention Worth?
06:40 Leads Come From Conversations
08:00 Balance Trust and Attention
10:30 Social Media is Necessary
14:00 Be Relevant Enough So People Answer
16:50 41 ½ Second Sale Strategy
21:05 Winning with Shape
25:40 Lead Management vs. CRM
26:30 Prioritize Your List
28:00 Did All the Work, Now What?
31:00 The Three E’s
33:25 Own Your Database
Connect with Jimi: Facebook | Instagram | Linkedin
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In this episode, host Phil Treadwell talks through the strategies for how to make 2025 the best year yet. Building a brand, cultivating relationships, and creating daily habits will push any professional ahead of the rest!
Phil Treadwell is an award-winning entrepreneur, national speaker, and podcaster with over 20 years of experience in the mortgage and real estate industry. As the Founder and Mindset Coach at M1 Academy, ranked #4 among the Top 10 Mortgage Coaching Programs of 2023, Phil helps professionals achieve peak performance through proven strategies for mindset and execution. Recognized with multiple honors, including USA TODAY’s Top 10 Founders to Follow in 2024, Phil is dedicated to empowering professionals to reach their full potential.
00:10 New Year, New Goals
02:11 Building Your Habits
03:04 Marketing is Getting Someone’s Attention
04:50 What Content is Best For You?
09:21 Tactical Resources
10:30 Lead Generation
11:55 A Grandma Statement
12:40 Start the Conversation
17:55 From Acquaintance to Client
20:55 What is THEIR Focus?
22:10 Be Respectful of Their Time
23:50 Let Yourself Be Seen
25:35 Have Intentionality
26:30 Putting it All Together
29:45 Consistent and Persistent
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In this episode, the podcast is taken over by Phil Treadwell’s assistants, Christina and Taylor. Along with Phil, Christina and Taylor talk about the importance of building relationships and give perspective as clients from outside the mortgage world. Phil goes through commonly used terminology and phrases from a mortgage professional’s vocabulary and demonstrates that just because a word is used does not mean that it is fully understood. Don’t miss this entertaining episode showcasing that taking the time to show rather than tell can build a foundation for client success!
Christina spent five years as an elementary school teacher. Her passion for fostering connections and creativity led her to transition into the marketing world. Now, she is a marketing assistant and social media manager at M1 Academy, where she leverages her teaching experience to craft engaging content and build meaningful relationships.
Taylor is a former elementary school teacher with six years of experience. Her tenure in the classroom has endowed her with significant organizational skills, innovative problem-solving abilities, and the aptitude to engage with individuals across various age groups. She has made the transition to the corporate environment, where she is a business manager and personal assistant for M1 Academy.
00:20 A Change in Host
02:45 Meet Christina and Taylor
06:10 Don’t Forget the Millenials
07:45 Acronym Trivia
12:40 Just Saying It Isn’t Actually Knowing It
15:45 A Picture is Worth a Thousand Words
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In this informative episode, host Phil Treadwell welcomes Freddie Mac's Scott Reuter to discuss the myths and trends surrounding appraisals and valuations. As the Chief Appraiser and Director of Property Valuation at Freddie Mac, Scott talks about Uniform Appraisal Dataset (UAD) redesign and how to get prepared, appraisal quality, and alternative valuation options. Scott shares his knowledge on these topics and gives an inside look into the current and emerging trends of the market today. Don’t miss this episode for insights on new and improved things coming from Freddie Mac and how they benefit mortgage professionals!
With over 35 years of experience in appraisal and collateral risk management, Scott has held leadership roles at Bank of America, Goldman Sachs, and GE. Recently, he was honored as the 2021 Valuation Visionary by the Collateral Risk Network and received GE’s Americas Award for Outstanding Contribution to the Business.
00:20 Meet Scott
01:45 Alternative Valuation Options
05:05 Property Data Report Collection Myths
09:20 ACE, PDR, UPD, and More
13:35 Not Just One and Done
15:50 Bettering Appraisal Practices
20:45 Potential Biased Words and Phrases
24:00 UAD Redesigned
29:45 Appraisals = More Objective
31:25 Thorough, Complete, and Data-Driven
35:50 Timeline to the Finished Product
39:00 Talk to Your Appraiser
Check out these UAD resources: https://sf.freddiemac.com/tools-learning/uniform-mortgage-data-program/uad
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In this episode of the Mortgage Marketing Expert podcast, host Phil Treadwell is joined by Brian Weis, a CRO Owner, coach, and consultant. Together, they talk through strategies to help build a professional’s production and growth through outsourcing, time-blocking, and collaboration. Don’t miss this episode packed with tactics to find your North Star and grow leads into conversations!
Brian Weis is a 30 year mortgage industry veteran. He helps mortgage lenders increase volume and serve more clients. Brian helps real estate companies increase their revenue and improve customer experiences by adding ancillary services. He co-wrote the book “Rethink Everything You Know About Being a Next Gen Loan Officer” to address how things are changing in the industry.
01:15 Meet Brian
03:00 A Need for a Coach
06:00 Role Evolution
08:45 Hungry for Information
10:00 Play the Long Game
13:00 Find the Magic Number
14:25 Think Outside the Box
16:20 Take More Action
17:45 Catalyst for Extra Effort
19:05 How to Find New Excitement
22:45 It All Comes Back to Conversations
24:45 Brian’s Top Tactic
26:40 There’s No Secret Sauce
30:00 Double Down
CONNECT WITH BRIAN: Website | LinkedIn | Action Plan Community
TAKE YOUR MORTGAGE CRM TO THE NEXT LEVEL WITH AIDIUM: https://thinkaidium.com/
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In this episode, host Phil Treadwell welcomes Megan Anderson, VP of Client Relations at MBS Highway. Together they talk through different ways that AI’s powers can be used and that it is not as daunting as it seems. With Megan’s vast knowledge of the mortgage world, she shares her tips and tricks into using AI for business growth, content creation, and client relations. Tune into this episode to learn how to push the boundaries of AI to benefit a professional in all aspects of life.
Megan Anderson is a prominent leader in the mortgage industry. With a talent for public speaking, she has trained over 10,000 loan officers, making her a key voice in mortgage advising and market analysis. A Certified Mortgage Advisor, Megan specializes in AI training and market trend analysis, drawing on insights from her mentor, industry expert Barry Habib. She also hosts the podcast "On the Highway," where she interviews top achievers in the mortgage field. Known for her innovative training methods, Megan is dedicated to empowering professionals with the knowledge and tools to succeed in a competitive landscape.
01:35 Meet Megan Anderson
05:45 Where to Start with AI?
08:10 Your ChatGPT Assistant
10:40 Communicating with AI
14:35 AI is Not as Smart as it Seems
15:30 Ask and You Could Receive
17:00 Tokens for ChatGPT
18:30 AI and Your Business
20:45 Just Go Use It
23:00 Use AI’s Powers for Good
25:00 AI and the Creative Process
28:00 Megan’s Favorite AI Tools
30:40 Start with Curiosity
CONNECT WITH MEGAN: Website | Instagram
AMPLIFY YOUR CRM AUTOMATION WITH AIDIUM: https://thinkaidium.com/
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In this episode, host Phil Treadwell and guest Vince Nepolitan have a conversation about reframing mindset to get results and how anyone can rise to the top if they’re willing to put in the effort. Vince provides insight on the myths behind renovation loans, the importance of making connections, and how work is more than just a four-letter word. When mortgage and real estate can prove overwhelming, this episode shows how building a repertoire of knowledge and creating relationships can take someone to the next level. Don’t miss this talk on how breaking out of the sphere of comfort to learn something new can ultimately benefit businesses and professionals alike.
Vince is nationally recognized in the mortgage and real estate industry, known as "Mr. Renovation" with 24 years of experience. He currently serves as an industry coach, helping top professionals nationwide improve their business strategies, regardless of market conditions. Partnering with Keller Williams, he teaches agents how to effectively market difficult listings and enhance property appeal. Additionally, he advises mortgage companies on building and optimizing pipelines using niche financing strategies. A published author of the best-selling book Renovate Me, Vince has also been an inspirational speaker for a decade and a keynote speaker for major financial institutions and organizations like Keller Williams, NAMMBA, NAHREP, VLTA, ALTA and many more.
01:20 Meet Vince
02:35 The Power of Connections
04:55 The Rise of Mr. Renovation
11:30 Work is the Priority
15:25 Create Systems and Processes
16:40 Rate is Not the Most Important Thing
19:20 Job of a Coach
20:45 Why Renovation?
22:20 Get Educated on Renovation
26:00 The Myths of Renovation Loans
28:20 Renovate the Client Consult
30:40 Add Value to the Transaction
33:15 Turning a House into a Home
35:10 Go Learn Something New
Connect with Vince: askmrrenovation@gmail.com
Official Website of Mr. Renovation: vnrenovateme.com
Learn More about Aidium: https://thinkaidium.com/
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In this strategy-filled episode, host Phil Treadwell and guest Spencer Dusebout dive into the world of AI and CRM automation. Spencer, the CEO and Founder of Aidium Mortgage CRM, breaks down how the power of automation, along with AI, can strengthen engagement between business and client, help with time management, and improve lead conversions. In a technology-driven atmosphere, this episode shows why Aidium is one of the top CRMs in the industry with business integration, content creation, and data organization. Don’t miss this talk on how this platform can differentiate one professional from another and build better business results.
Spencer Dusebout is a serial entrepreneur obsessed with solving problems in underserved industries. At 16, Spencer co-founded Hands4Others, a non-profit that delivered clean drinking water to over 250,000 people in impoverished communities across the world. He has spent the past 5 years building Aidium, a robust mortgage CRM and Business Intelligence platform focused on leveraging automation, AI, and data analytics to transform the mortgage process and empower lenders.
00:20 - Meet Spencer
01:55 - How AI has Changed the Mortgage Industry
03:50 - Originators and AI
09:00 - Let Producers Create
11:50 - Don’t Use Compliance as an Excuse
13:50 - Data and Business Intelligence
18:30 - Understand Your Numbers
21:20 - The Perks of Aidium
23:30 - What is Automation?
25:10 - Engaging with Referral Partners
27:30 - Differentiate Yourself with Communication
30:30 - Don’t Let Perfect Be the Enemy of the Good
32:50 - Stress Test Your Business
34:30 - Aidium’s Playbook
Learn More about Aidium: https://thinkaidium.com/
Connect with Spencer on LinkedIn
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In this valuable episode, host Phil Treadwell explores the art of personal branding on LinkedIn with expert Dan Smokoska. Dan shares his insights on how to effectively use LinkedIn to grow your professional presence, emphasizing the importance of focusing on your ideal client. He breaks down the strategies for creating impactful content, engaging authentically with your network, and leveraging the platform’s features to build a strong, recognizable brand and mortgage business. Whether you're just starting out or looking to refine your LinkedIn approach, this episode offers actionable tips to turn feedback into fuel for success and elevate your brand to new heights.
Dan Smokoska is an expert in the mortgage industry, recognized as the leading LinkedIn and social selling coach. With a background as a former loan officer, he has earned accolades such as being named one of the "40 Under 40" top mortgage professionals. Dan is also the founder of the WinWeekly Newsletter and the co-author of Rethink Everything You Know About Being A Next Gen Loan Officer.
Show Highlights:
00:25 - Meet Dan
02:10 - An Interesting Time in the Industry
04:45 - Social Media Selling IS Back to the Basics
07:30 - Building Trust on Social Media
11:30 - Giving it Away
13:30 - Why LinkedIn
18:00 - Failure is Part of the Recipe
24:30 - The Truth About LinkedIn
28:20 - Social Media is Social Proof
31:15 - Getting Results on LinkedIn
36:00 - Just Do the Work
Connect with Dan on LinkedIn
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In this compelling episode, host Phil Treadwell engages in an inspiring conversation with Ace Charafeddine, a renowned motivational speaker and success coach. Ace shares his personal journey of overcoming obstacles and developing an unyielding drive to achieve his goals. The episode delves into the mindset and habits that fuel success, offering practical advice on staying motivated, setting and reaching ambitious targets, and harnessing inner strength during challenging times. Listeners will be inspired by Ace's story and equipped with actionable strategies to cultivate their own drive for success in the mortgage industry and beyond.
Ace has spent over two decades mastering sales, transforming a startup into a global powerhouse, and later excelling in the financial sector. Beginning with pioneering business-to-business sales, he cultivated a culture of excellence, mentoring teams worldwide. Transitioning to finance, Ace became a top sales agent within a year, generating over 100 million in revenue and leading a Fortune 500 team. His structured approach to sales success is universal, applied globally through trainings and templates. Ace's impact extends through Acez Academy, offering virtual courses that serve as blueprints for success. His speaking engagements and collaborations consistently multiply revenues and enhance corporate cultures, demonstrating his transformative influence.
Show Highlights:
00:20 - Meet Ace
01:10 - “Selling Naturally”
05:30 - Taking the Lead
10:00 - Being Uncommon
13:45 - What Drives Ace
17:20 - How Do You Build “Drive”
22:50 - Tactically Building a Business
28:15 - Consistent AND Persistent
29:40 - Ace’s Academy Sales Planner 2.0
30:30 - Pretend You Have to Close the Deal Without Talking About Mortgages
https://acezacademy.com
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In this insightful episode, host Phil Treadwell delves into the essential functions and impact of secondary market advisors in the mortgage industry. Joined by Vicki Cullen, a seasoned expert in the field, the discussion covers how secondary market advisors navigate complex financial landscapes, manage risk, and ensure liquidity in mortgage markets. Vicki shares her experiences and sheds light on the strategies that drive success in secondary markets, offering listeners valuable knowledge on the behind-the-scenes mechanisms that keep the industry thriving. This episode is a must-listen for anyone looking to understand the pivotal role these advisors play in the broader mortgage ecosystem.
Vicki Cullen is currently a Sr Account Executive with Freddie Mac – Secondary Market Advisors (SMA). Responsible for managing all SMA relationships, and facilitate and support all SMA’s secondary marketing related business and technology activities, to promote doing business easier with Freddie Mac on behalf of our mutual clients. Vicki holds a BBA in Finance from the University of Wisconsin-Whitewater, and received an MBA Certified Mortgage Bankers designation in October 2022. Vicki teaches for the MBA School of Mortgage Banking - Secondary Marketing, and resides in Jupiter FL with her husband and children.
Show Highlights:
00:25 - Meet Vicki Cullen
01:15 - Secondary Marketing
03:00 - How an SMA Integrates in Your Process
05:55 - The Efficiencies of an SMA
08:45 - The Pros & Cons of DIY
12:25 - The Process of a Loan
16:50 - Different SMA’s for Different Needs
18:55 - Why SMA’s Are Crucial for Lenders & Mortgage Pros
23:25 - Becoming a Seller/Servicer
26:00 - Confidence in the SMA & Process
28:15 - Be Trustworthy, Be Smart, Build Trust
Learn more about SMA’s: https://sf.freddiemac.com/working-with-us/secondary-market-advisors/integrated-secondary-market-advisors
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In this dynamic episode, host Phil Treadwell sits down with LaDonna Lockard, the CEO of Maximum Acceleration, to explore her strategies for driving exceptional business growth. LaDonna shares her journey to the top, the power of relationships, and how the importance of in person events help create and strengthen those connections. Don’t miss the special offer to save on your ticket to Originator Connect this August in Las Vegas. Tune in to discover LaDonna's unique approach to achieving maximum acceleration in the mortgage industry and beyond.
LaDonna has worked in and around the mortgage and real estate industries for 20 years. Dedicated to changing the perception of what LO's think of when they think of CE, LaDonna is bringing about a new generation in NMLS education.
#maxclass
01:10 - Ladonna’s Mortgage Origin Story
04:30 - The Conversation Around Having Conversations
07:15 - Maximum Acceleration
09:15 - A Tactile Approach
13:10 - Originator Connect in Las Vegas
15:45 - Continuing Education Isn’t Just to Check a Box
22:10 - You Don’t Know What You Don’t Know
25:15 - We’re Selling Dreams
27:10 - M1 Academy
29:10 - Invest in Yourself
30:45 - Connect with LaDonna
LaDonna: Instagram | Facebook | TikTok | LinkedIn
Use code MMEVIP to get Originator Connect for FREE!
https://www.originatorconnect.com/
https://www.maxclass.com/
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In this informative episode, host Phil Treadwell welcomes Tucker Haas to discuss the impact of Homebot on the mortgage industry. Tucker, the CEO and Founder of Quo Finance, now the Lead Engineer at Homebot, shares insights into how this innovative tool enhances client engagement, empowers homeowners with valuable financial information, and ultimately drives business growth for mortgage professionals. From improving client retention to uncovering new opportunities, this episode delves into the many ways Homebot is reshaping the mortgage landscape. Don't miss this deep dive into a game-changing technology that is helping professionals showcase their value and stay ahead in a competitive market.
Tucker Haas is the VP of Engineering at Homebot, leading all development of the Homebot platform. Prior to Homebot, Tucker was the co-founder of Quo, a mobile app and technology-first mortgage brokerage for first time home buyers, which was acquired by Homebot in 2023 after raising $9.8M in venture capital. He has been building software since he was 8 years old, ranging from mobile apps to medical devices, with a focus on enabling access to new technologies. Tucker holds a bachelor’s degree in computer science from Stanford University where he was a varsity gymnast. He currently lives in San Francisco, California, where he enjoys rock climbing, reading, and coding in his free time.
00:30 - Meet Tucker Haas
01:20 - Tucker’s Entry to Financial Services
03:45 - Phil’s First Look at Homebot
04:50 - Giving You Access to The Best Information
08:00 - Homebot’s Lead Gen Solutions
10:45 - Real Estate is Not a Single Player Game
14:00 - How Homebot is Integrating AI
16:40 - Adding Value to the Clients
20:00 - How Homebot is Educating About Affordability
22:40 - Have More Conversations with People
25:50 - Some of Tucker’s Favorite Homebot Features
28:10 - Where Does the Value Come From?
30:00 - Using Trended Data
32:20 - A Personal Recommendation
33:50 - Leverage Your Database
36:05 - Connect with Homebot and Tucker
Use Promo Code "MME" at https://homebot.com
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In this engaging episode, host Phil Treadwell chats with Ryan Hills about his unique journey from ministry to mortgage and delves into the importance of building and nurturing relationships. He emphasizes the significance of taking action now to achieve success cuts through the cliche of “motivation” to highlight the necessity of discipline to overcome periods of adversity. Listeners will gain insights into his marketing formula and unconventional strategies. Tune in for an inspiring and informative conversation.
The RESource, led by Ryan Hills, RC, and Eric Yokley, has been a prominent figure in the real estate and mortgage industry for almost 15 years. Known for their engaging weekly videos, they have garnered a loyal following across the nation, featured on platforms like the National Real Estate Post and Think Big Work Small. Beyond entertainment, their influence extends into serious industry collaboration with leaders such as Mortgage Coach and Keller Williams International. What sets them apart is their unique blend of education, motivation, and humor, making their shows both insightful and entertaining. For anyone seeking an engaging and enlightening experience in real estate and mortgage, The RESource promises to deliver inspiration and entertainment in equal measure.
00:25 - Meet Ryan Hills
02:15 - From Ministry to Mortgage
07:45 - Amplifying Your Relationships
11:45 - What Are You Doing NOW to Win?
13:25 - 945 Days of Adversity
17:05 - Motivation vs. Discipline
24:00 - Stay Committed to the Strategy
25:20 - Systems and Processes
31:00 - The Marketing Formula
36:40 - Left Field Strategies
39:45 - There’s a Million Ways to Make a Million Bucks
Connect with Ryan: Movement.com | LinkedIn
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In this insightful episode, Phil Treadwell sits down with Co-Founder of New Story Lending, Shane Miller to explore his hardscrabble background and the passionate leadership he and his Co-Founder Juan Rodas bring to the mortgage industry. Don’t miss this inspiring episode and if you missed it, catch episode 201 where we talk with Shane’s Co-Founder, Juan Rodas!
As Co-CEO, Shane's focus is on growing New Story's nationwide footprint, affordable housing initiatives, and breaking barriers in the mortgage industry to deliver unrivaled service to his employees, customers, and the communities they serve.
01:10 - The Best Trash Talking
03:30 - Shane’s Origin Story
07:05 - A Legacy of Work Ethic
10:30 - Keep Your Fundamental Disciplines
12:50 - Mission, Vision and Purpose Driven
15:00 - Finding Your Niche
19:25 - Leaning on Company Culture
22:15 - It Takes a Team
27:20 - Resolve
29:45 - Connect with Shane & New Story: NewStoryLending.com | @jshanemiller
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In this insightful episode, Phil Treadwell sits down with Co-Founder of New Story Lending, Juan Rodas to explore his mortgage career and the innovative approach to the mortgage industry that is writing a new story for their clients and the industry at large. Don’t miss this inspiring episode or the next as we talk with Juan’s Co-Founder, Shane Miller!
00:25 - Meet Juan Rodas
01:40 - Juan’s Mortgage Journey
04:30 - A New Story
06:00 - It’s Not How Long You’ve Been in the Business
08:30 - Don’t Be Afraid to Fail
12:25 - Opportunities in Every Market
15:50 - Juan’s New Story
22:05 - Building a More Relevant Mortgage Industry
28:35 - Incentivizing Affordability
36:15 - Do It Old-School
38:35 - Connect with Juan & New Story
Connect with Juan:
NewStoryLending.com
@thejuanrodas
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In this milestone 200th episode of Mortgage Marketing Expert, host Phil Treadwell celebrates by giving you a peek at his new podcast, "Business of Success," with a compelling interview featuring Mark Perkins, the founder and CEO of Pivot Realty. This episode delves into Mark's dynamic approach to real estate, exploring his journey from starting Pivot Realty to becoming a leader in the industry. Mark shares valuable insights on entrepreneurship, strategic growth, and the mindset required to achieve success while balancing life's demands. Don't miss this special episode that offers inspiration for anyone looking to excel in their field.
Episode Breakdown:
00:20 - The Business of Success
05:50 - How Mark Perkins Defines Success
09:25 - Where Fulfillment Fits In
11:30 - A “Why” is Important
13:40 - Success is Hard
16:45 - Commit to Your Outcome When You Start
17:50 - Life Doesn’t Go to Plan
20:30 - Entrepreneurship Advice
24:15 - Intraperneurs
26:20 - Going All In, While Going All Out
28:35 - What the Uncommon Have in Common
33:30 - Can Greatness Be Taught
37:05 - You Win or Your Learn
41:20 - The Role of Failure
46:05 - No Regrets
49:25 - Would You Have Done It the Same Way?
51:45 - How Mark’s Why Evolved
54:05 - Do the Work
60:05 - Believe in the Outcome
62:50 - Care About Other People More than Yourself
Connect with Mark Perkins: Instagram | Necessary Entreprenuer Podcast
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In this episode, host Phil Treadwell sits down with Nicole Giamundo to discuss her inspiring career journey and deep passion for the mortgage industry. Nicole shares insights from her professional experiences and announces an exciting new venture: Professionally She, a dedicated support group and community for women in the mortgage industry and beyond! Join us as we explore Nicole's vision for empowering women, fostering professional growth, and creating a supportive network for female professionals. Don't miss this conversation filled with valuable advice and inspiring stories.
Episode Breakdown:
00:25 - Meet Nicole
01:35 - A Calculator Kid
03:40 - Nicole Finds Mortgage
05:00 - Making the Numbers Easier to Understand
07:10 - When Phil Met Nicole
11:35 - ProfessionallyShe
14:05 - Why Women Make Better Loan Officers
15:15 - What to Expect
17:10 - We’re a Bitch Free Zone
19:20 - A Community for Women Like Me
21:40 - We’ve All Been There
23:30 - TikTok Famous
31:40 - The Bottom Line Effect
35:55 - Ignore the Trolls
41:25 - Connecting With Nicole
42:10 - Just Keep Swimming
Join Professionally She
FREE M1 ACADEMY WORKSHOP REGISTRATION
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Connect with Nicole: @nicolegiamundo
In this episode, MME host Phil Treadwell talks about the difference with Marketing & Brand, how increase your lead generation and lead conversion numbers, as well as using Motivation & Drive to make progress in today's market environment. He also talks about how to balance your outbound lead gen activities, with attraction marketing efforts, all while continuing to build your personal brand and network.
Episode Breakdown:
00:20 – Intro
01:00 – FREE workshop invite
03:31 – We choose marketing, brand chooses us
05:59 – You can’t have a relationship with a company
08:18 – Personal Brand vs. Company Brand
10:21 – People pay for solutions to their problems
13:50 – Increase referrals with social proof
15:57 – You must be RELEVANT
16:29 – Adding Lead Gen to Attraction Marketing
18:30 – Your Net Worth is tied to your Network
22:07 – Motivation vs. Drive
25:05 – Change your perspective about circumstances
FREE M1 ACADEMY WORKSHOP REGISTRATION
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In this insightful episode of Mortgage Marketing Expert, host Phil Treadwell invites industry experts Marjorie Adam, Dustin Brohm, and Mark Perkins to examine the impacts of the NAR Lawsuit and the impending settlement on the mortgage and real estate sectors. The guests delve into the lawsuit's implications, providing a nuanced analysis of the potential changes and challenges that could reshape these industries. Drawing from their extensive experience, they offer valuable perspectives, dissecting the legal complexities and forecasting the likely effects on industry practices and market dynamics. This episode is a must-listen for professionals seeking to understand and navigate the evolving landscape of the mortgage and real estate industries.
00:25 - Meet Marjorie Adam
01:55 - NAR Lawsuit
05:30 - What the Lawsuit is NOT
07:25 - Is This Good For the Industry
14:20 - Who Falls Outside of this Settlement
15:45 - Are Buyers Agents Gone Now
21:55 - Where is the $ Coming From For Settlement
26:30 - One Tip For Mortgage Pros to Help Realtor Partners
27:45 - Connect with Marjorie
29:25 - Dustin Brohm, The Massive Agent
31:45 - This is NOT a Speed Bump for the Industry
35:00 - Buyer’s Compensation
38:55 - Educating the Agents & Consumers
39:55 - Strengthening Relationships Between Mortgage Pros and Agents
45:35 - Make Sure You Have it RIGHT
47:30 - Connect with Dustin
48:00 - Mark Perkins
49:10 - What Will This Lawsuit Do to the Industry
54:10 - How Real Estate Culture Is Going to Change
57:10 - Loan Officers Need to Level Up Too
01:00:30 - How Do You Teach Greatness
01:05:00 - It’s Okay To Not Be Great, But…
01:06:40 - Connect with Mark
Connect with Marjorie:
@themarjorieadamteamrealtors
MarjorieAdamTeam.com
Real Estate Unscripted Podcast
Connect with Dustin:
Massive Agent Podcast
@massiveagent
Connect with Mark:
The Necessary Entrepreneur
@markperkinsprg
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In this episode the spotlight is on guest Craig Davis in a riveting discussion as Phil and Craig delve into their similar coaching styles, underscoring the significance of mindset in shaping our outcomes. They navigate the delicate balance between factual analysis and emotional intelligence in decision-making processes. The conversation is packed with insights, as Craig, shares the experiences and strategies that have led him to success. This episode is a must-listen for those seeking to understand the power of mindset and how to build momentum in your business.
Craig Davis has been in leadership for over 20 years serving the Mortgage Industry. He discovered early in his career that his joy is found in helping others achieve more; therefore, helping his team succeed in turn fueled his success. He founded Ascend Xperience Coaching and Speaking with that same passion, to help his clients succeed on purpose, and in their design. He is a conqueror of cancer, a family man, a buddy, and in his own words, just a good human…
02:00 - It’s Okay to Feel Stuck, It’s Not Okay to Remain Stuck
04:55 - Mindset is In Our Control and Shapes our Outcomes
08:00 - Challenges Create Choices, Which Create Opportunity
10:15 - We are Built Emotionally
12:35 - Progress, Not Perfection
15:10 - The Gap and the Gain
17:35 - Confidence is a Skill We Learn
20:25 - From Motivation to Momentum
23:00 - Finding Your Action Steps
27:10 - How to Get More Business
30:50 - People Connect with People, Not Product
32:30 - Focus on the Process, Not the Outcome
35:00 - Daily Ozone Planner
36:00 - Focus on Your Process
37:30 - Connect with Craig: Instagram | LinkedIn
Get Craig’s Daily Ozone Planner: https://ascendxc.com/ozone/
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In this episode of Mortgage Marketing Expert, host Phil Treadwell invites guest Ben Smidt to discuss the role of technology in building a successful mortgage business. The conversation focuses on how mortgage professionals can use technology to streamline their operations, close more deals, and provide superior service to clients. Smidt shares his expertise and insights, offering practical tips and strategies on leveraging tech tools to enhance efficiency and drive business growth. This episode is a must-listen for mortgage professionals seeking to harness the power of technology in their business.
01:50 - Meet Ben Smidt
03:35 - Opportunities in 2024
05:45 - Leveraging Tech to Create More Business
09:30 - We’re Going to Have to Do Things Differently
12:15 - Uplist
15:00 - Creating a New Conversation
17:00 - Why is There So Much Resistance to Innovation in Mortgage
19:20 - Technology Won’t Replace You, But a Loan Officer that Leverages Technology Can
21:15 - There’s Always Time, If You Make the Time
24:40 - Past Client Loan Reviews
27:30 - Your Digital Footprint
29:50 - Regaining Your Time
31:15 - Don’t Be Afraid To Try New Things
32:20 - Connect with Ben
EXTREME EFFICIENCY WORKSHOP
GetUplist.com
Ben on LinkedIn
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In this exciting episode of Mortgage Marketing Expert, host Phil Treadwell welcomes guest Kyle Wright, a successful loan officer to share his journey and experience. We delve into Wright's unique approach to success, which he attributes to learning how to do it all.
Kyle shares his insights on the importance of solving problems, effectively eliminating any reasons for clients not to refer. Listeners can expect to gain valuable insights into the mindset and strategies that have propelled Wright's success in the mortgage industry.
Episode Breakdown:
00:50 - From Orthodontics to Mortgage
04:15 - What it Takes to Produce in THIS Market
06:50 - You Have to Learn How to Do Everything
08:55 - Kyle’s Current Product Mix
10:45 - “You Don’t Need a Backup When You Work With Me”
12:20 - “I WAS the Expert”
16:50 - Conquering Fears
22:45 - Problems to Solve
27:40 - Get Better Than the Other Guy
34:05 - You’ve Got to Do Everything
42:15 - Where People Found Their Lenders
46:00 - More Conversations = More Business
52:25 - Do You Have the Work Ethic?
55:10 - Taking Action is the Only Cure
59:30 - Outliers
01:00:25 - The Slight Edge
01:01:00 - Find an Activity and Quantify It
01:02:00 - Connect with Kyle
https://www.instagram.com/mrloans.mortgage
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In this episode of Mortgage Marketing Executive, host Phil Treadwell invites the dynamic duo, Don and Gino, founders of DG Media Inc and the Momentum Builder annual event. The conversation revolves around this year's Momentum Builder event, focusing on the importance of identifying and addressing the right problems to ensure business growth. Don and Gino emphasize the transformative power of relationships in both personal and professional realms. Tune in to gain valuable insights from these industry pioneers and get a great deal to attend Momentum Builder 2024.
00:30 - 2 Weeks from Momentum Builder 2024
02:00 - How Don and Gino are Overcoming the Challenges of 2023
04:15 - No Fluff, All Tactics
05:20 - The Strategy that Got You Where You Are, Is Not the Strategy That Gets You To the Next Level
07:00 - Are You Solving the Right Problem?
08:20 - Tools AND Excitement to Implement Them
10:40 - The 3 Parts of Your Business You MUST Focus On
12:25 - Eliminate Fear
15:30 - Networking Can Change Lives
19:25 - It’s a Buffet
21:15 - It’s Not JUST About Your Business
22:30 - The Inside Deal on Momentum Builder 2024
24:35 - 2024 WILL Be Better, Will You Be Ready?
26:30 - Don & Gino’s Tips for Mortgage Professionals to Succeed in 2024
For OVER 50% OFF tickets to Momentum Builder send a DM to @philtreadwell
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In this episode Phil Treadwell is joined by industry expert Scott Reuter from Freddie Mac to explore the latest appraisal trends in 2024. With their combined expertise, they delve into the evolving landscape of property appraisals, discussing topics such as technological advancements in the appraisal process, the impact of appraisal bias, and the opportunities for new entrants to the appraisal field. This insightful conversation provides valuable insights for mortgage professionals looking to stay ahead in the rapidly evolving market we face.
02:00 - Market Conditions Adjustment
04:50 - An Opinion of Value
07:05 - Appraisal Bias
11:30 - Appraiser Diversity
16:45 - Different Valuation Options
22:30 - Emerging Technology
29:55 - Advice for Mortgage Pros
Episode resources:
Collateral Valuation and Appraisal Resources: https://sf.freddiemac.com/working-with-us/appraisers/overview
Practical Guide for Objective Appraisals: https://sf.freddiemac.com/articles/insights/more-objective-appraisals-a-practical-guide-for-appraisers
Appraiser Diversity Initiative (ADI): https://www.appraisalinstitute.org/the-appraisal-profession/appraiser-diversity-initiative/
Check out Freddie Mac's Equitably Speaking podcast
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In this enlightening episode of Mortgage Marketing Expert, host Phil Treadwell is joined by Mike Hardy. Together, they delve into the future of the mortgage industry, focusing on the opportunities that await in 2024 and 2025.
The conversation begins with Phil and Mike exploring the evolving landscape of the mortgage industry. They discuss the potential changes and trends that could shape the industry in the coming years, and how these changes could open up new opportunities for mortgage professionals.
The discussion is rich with practical advice and strategic insights, making it a must-listen for anyone looking to succeed in the mortgage industry. Whether you're a seasoned professional or a newcomer to the industry, this episode will equip you with the knowledge and strategies needed to seize the opportunities of tomorrow.
Episode Breakdown:
02:15 - From Medicine to Mortgage
03:20 - The Gap Between Mortgage Officers and other Financial Professionals
05:20 - “You Cannot Give Away What You Do Not Have Yourself”
09:08 - How Will 2024 Look?
12:25 - The Silver Tsunami
15:30 - Success Principles
17:00 - Protecting YOU from YOU
18:00 - The Body, The Being, The Balance and the Business
19:20 - The Word of the Year is Intention
23:25 - Is The Action You’re Taking Working Towards Your Strategy
24:00 - Advice for the Weary
28:00 - You Have to Win in Your Mind FIRST
30:30 - Would You Do Business with You? Why?
33:15 - MikeHardyBio.com
Check out Freddie Mac's Equitably Speaking podcast
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In this episode, MME podcast host Phil Treadwell delves into the future of the mortgage industry, specifically focusing on strategies you can use to make this year your best yet. Phil emphasizes the importance of understanding and adapting to the changes in the market, rather than resisting them.
The highlight of the episode is Phil's three-step marketing formula, a proven strategy he believes will be instrumental for loan officers in 2024. This episode is a must-listen for anyone in the mortgage industry, providing valuable insights and actionable strategies to stay ahead of the curve in 2024.
01:45 - Thou Shalt Not Fooleth Thyself
02:45 - Old School vs. New School
05:10 - You Can Only Get Better at Things You’re Actually Doing
08:00 - Activities, Not Goals
10:45 - I am a Product of My Habits
11:45 - Being Ready and ABLE to Help Others
14:05 - Social Media Strategies
20:00 - Phil’s 3 Step Marketing Formula
23:35 - Getting What You Want is Simply a Decision
24:00 - M1 Academy Performance Group Coaching Program Special
25:40 - Momentum Builder 2024 MomentumBuilder.com - use code M1ACADEMY or TREADWELL for $100 off.
Check out Freddie Mac's Equitably Speaking podcast
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In this insightful episode of "Mortgage Marketing Expert," host Phil Treadwell welcomes guest Tyler Hodgson for a deep dive into the critical aspects of successful mortgage marketing. Hodgson shares his expertise on time management, emphasizing the importance of prioritization and efficiency for mortgage officers. He also unveils effective referral strategies that can significantly enhance client engagement and retention. One of the episode's highlights is Hodgson's exploration of using social media as a CRM tool, providing practical tips on how mortgage officers can leverage these platforms to build relationships, engage with clients, and ultimately drive business growth. This episode is a treasure trove of actionable advice for mortgage professionals looking to optimize their marketing efforts.
03:00 - What Should People Be Excited About in the Industry Right Now
05:30 - How Do You Maintain Growth Even In Challenging Times
08:15 - Leveraging Social Media as a CRM
11:55 - Tips for Time Management
14:45 - You Can’t Just Be a Poster
17:00 - Green Light, Yellow Light, Red Light Activities
19:00 - Recruiting Great Talent
23:30 - Do They Want it Badly?
24:30 - Scaling a Team
29:30 - Overlooking Our Past Client Database
34:15 - “Can you refer 3 buyers to your Real Estate Agent?”
37:55 - Connect with Tyler: Instagram | LinkedIn
Find out more Truv.com here
Check out Freddie Mac's Equitably Speaking podcast
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In this informative episode of Mortgage Marketing Expert, host Phil Treadwell invites guest Kevin Peranio to delve into the critical concept of market timing. As a seasoned industry expert, KP shares his insights on the common misconception of waiting for the "perfect" time to invest in real estate. They discuss how mortgage officers and realtors can effectively communicate to prospective investors and homebuyers that the ideal time to enter the real estate market was yesterday, highlighting the importance of taking action rather than waiting for the market conditions to align perfectly.
The conversation pivots around the idea that the second best time to invest in real estate is always today. Phil and KP explore strategies for educating clients about the benefits of immediate action and the potential cost of inaction. They emphasize that the real estate market, like any other investment market, is bound to fluctuate, but the long-term benefits of home ownership and real estate investment remain substantial. This episode is a must-listen for anyone seeking to understand the dynamics of the real estate market and the role of timing in successful real estate investment.
Episode Highlights:
04:00 - The State of the Industry
09:00 - Stay Forward Focused
11:30 - “Timing” the Market
14:45 - The Best Time Was Yesterday, The Second Best is TODAY
19:25 - The “Starter” Home
24:05 - Playing the Long Game
26:55 - You Can’t Be Invisible
31:15 - The Seven D’s
38:00 - Incremental Gains
40:00 - Connect with Kevin: LinkedIn | KP Talks Dollars and Sense | YHTV Financial Freedom
Find out more Truv.com here
Check out Freddie Mac's Equitably Speaking podcast
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In this episode of the Mortgage Marketing Podcast hosted by Phil Treadwell, special guest Brianna Harris shares her expertise in video and social media strategy. Together, they delve into the importance of building connections rather than solely focusing on sales for mortgage officers. With Brianna's insights, listeners gain valuable tips and strategies to enhance their online presence, create engaging content, and foster genuine connections with their audience. Tune in to discover how to transform your marketing approach and establish meaningful relationships within the mortgage industry.
Brianna Harris is with Broadway Mortgage Group with is a Tennessee branch of CMS Mortgage, and social media expert with a background in content creation. A trailblazer in the mortgage industry, Brianna began her journey as a social media manager at AIME (Association of Independent Mortgage Experts). Leveraging her extensive marketing knowledge, Brianna has propelled her business to new heights, utilizing innovative strategies to expand her clientele and foster robust relationships with realtor partners.
Episode Highlights:
03:00 - Brianna’s Mortgage Origin Story
05:45 - Brianna is ALL-In on Organic Content
07:50 - Magic in the Mundane
10:00 - Creating Value for Your Community
12:25 - Eliciting Engagement
13:30 - Posting Cadence for Success
14:55 - Incorporating AI Into Content Creation
20:15 - AI for Beginners
23:00 - How Brianna is Recording Her Videos
25:15 - What Brianna Focuses on Throughout the Day
27:25 - Attracting People Without an Agent Relationship
30:35 - What Social Media Platform Brings Brianna the Most Engagement
32:50 - Stop Selling Your Business, Make Connections
34:15 - Connect with Brianna & Broadway Mortgage Group
Find out more Truv.com here
Check out Freddie Mac's Equitably Speaking podcast
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In this episode of the Mortgage Marketing Expert podcast, host Phil Treadwell sits down with the accomplished Loan Officer and fellow Podcaster, Josh Mettle, to discuss the power of stacking successes. We dive into how Josh effectively utilizes time blocking and early mornings to fuel not only the growth of his business but also the success of his team. Tune in to discover valuable insights and strategies that can help you optimize your productivity and achieve your professional goals.
Josh Mettle is the Division President & Director of Physician Lending at NEO Home Loans, and is a 20+ year veteran of the mortgage industry. Through trial and error, he's learned how to navigate the inevitable ups and downs of the business. With the mortgage industry historically very transactional and interest rate-focused, he gives advice and creates a strategy to select the ideal mortgage with the lowest overall cost and highest impact on wealth accumulation.
Episode highlights:
03:00 - What Do Originators Need to Be Focused on Right Now
05:00 - Master the Inner Game
10:00 - How Remaking the Routine Remade Josh
14:20 - Building Momentum For Your Day
19:45 - How Josh Time Blocks
23:55 - Getting Your Team to Buy In to the Strategy
27:40 - Finding Your Niche
33:50 - Success is Consistent and Persistent Effort Over Time
37:45 - “The Loan Officer With the Most Friends in 2024 is Going to Win”
40:50 - Connect with Josh: Instagram | Podcast
Find out more Truv.com here
Check out Freddie Mac's Equitably Speaking podcast
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In this episode host Phil Treadwell sits down with special guest David Lykken to explore the exciting opportunities on the horizon in the mortgage industry.
The discussion revolves around the importance of anchoring your personal motivations and values in your business endeavors. They also delve into the concept of F.A.N.A.F.I – finding a need and fulfilling it – emphasizing the power of identifying and meeting the needs of your target audience.
David Lykken is a 50-yr Mortgage Industry Veteran and the Founder of Transformational Mortgage Solutions. He’s an Executive Leadership Coach, Consultant & Strategist, Speaker, and Podcaster with his show Lykken on Lending.
Tune in to gain valuable insights into future prospects, aligning your purpose with your work, and successfully serving your customers in the mortgage industry.
02:15 - Who is David Lykken
03:15 - Mortgage is a Relationship Business
06:40 - F.A.N.A.F.I. - Find a Need and Fulfill It
11:15 - The Opportunity that David Sees Ahead
14:30 - Believing in this Industry Instead of Be Leaving This Industry
18:45 - Strategies for Security
22:50 - Understanding Your “Why”
26:30 - “I’m here to get you this mortgage and this home”
30:30 - Are We READY To Take Action
33:15 - People Have to Have Hope
34:00 - Play to Your Strengths
35:30 - Connect with David - LinkedIn | Lykken on Lending Podcast
Find out more Truv.com here
Check out Freddie Mac's Equitably Speaking podcast
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In this episode of the Mortgage Marketing Expert podcast, host Phil Treadwell is joined by special guest Jake Fehling, the Chief Marketing Officer with Movement Mortgage. Jake discusses importance of consistently showing up for your customers and effectively marketing yourself through video as a mortgage professional. We delve into strategies and insights on how to build trust, establish credibility, and connect with clients through consistent video content, offering valuable advice for mortgage professionals looking to enhance their marketing efforts.
Episode Breakdown:
01:55 - Consistency is Key
03:45 - Marketing and Branding in 2024
07:15 - Why “Back to the Basics” is more than cliche
09:00 - The Power of the Camera in Your Pocket
12:30 - Determining Your “Pillar Content”
17:00 - “We Don’t Have to Boil the Ocean to Come Up With Something to Talk About”
19:15 - Using Content Creation to Deepen Local Relationships
26:40 - It’s All About the Reps
29:15 - Working Your Database
31:55 - Get Over Yourself and On Camera
36:15 - Follow @MovementMtg | @jakefehling
Find out more Truv.com here
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“I’m so glad I found this business, and that this is what I get to do every single day.”
In this episode, special guest Shant Banosian shares his insights on scaling a successful mortgage business and the opportunities that exist in the current “down” market. This episode delves into Banosian's strategies for navigating the mortgage industry during challenging times. Listeners can expect to gain valuable knowledge on how to adapt to meet the changing needs of clients, while also exploring the potential for growth amidst market fluctuations. Tune in to discover Banosian's expert advice on thriving in today's mortgage landscape.
Shant Banosian has been the #1 Loan Officer nationwide 5 years running, and Guaranteed Rate's #1 Loan Officer 8 years running, with over 40,000 closed units and $9 billion in funded loans throughout his 20 year career. He has consistently been recognized for his high level of production, superior customer service and expert industry knowledge. He has been featured on Mortgage Professional America's Mortgage Global 100 list for 2020, 2021, and 2022 and is licensed in all 50 states. An impressive 95% of his clients would use him again and he continues to grow his business thanks to word-of-mouth referrals.
02:30 - How Shant Found Mortgage
04:20 - 2007 Changes Everything
07:20 - How Shant Scaled His Business
10:50 - Implement and DO
13:45 - The Importance of Doing the Work
18:35 - The Opportunity that’s Coming in the Market
25:30 - Have the Opportunities Paralyzed Us
29:00 - Reframing Difficulties as Job Security
32:00 - You Have to Take Care of Yourself
37:30 - Be a Professional. Be a Resource.
41:30 - Connect with Shant @shantbanosian | LinkedIn
Find out more Truv.com here
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In this episode of the Mortgage Marketing Expert podcast, host Phil Treadwell sits down with special guest Jaime Resendiz, a YouTube Pro who is helping entrepreneurs and teams build YouTube channels without all the effort. Jamie shares with us the power of building a YouTube channel for professionals in these fields. Covering topics such as creating engaging video content, optimizing videos for search rankings, and leveraging YouTube's audience to generate leads, Jaime Resendiz shares invaluable insights and practical tips to help mortgage and real estate professionals effectively utilize YouTube as a marketing tool. Don't miss this episode packed with strategies to boost your online presence and grow your business! 02:15 - How Jaime Recognized the Power of YouTube
06:30 - Why is YouTube still relevant for Mortgage and Real Estate Pros
10:00 - What You Should be Posting to YouTube
15:00 - The Difference in Approach for YouTube versus Social Media
19:50 - The Other Kinds of Videos You Should Be Making
24:15 - The Most Important Things to Be Aware of For YOUR Channel
29:25 - The Value of the Description
31:25 - One Tip for Growing Business Through YouTube
33:00 - Working with Jaime and His Team
36:00 - Connect with Jaime: Insta: @jamiersndz
YouTube: Jaime Resendiz | Website: jaimeresendiz.com
Find out more Truv.com here
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In this episode of the Mortgage Marketing Expert podcast, host Phil Treadwell sits down with Taylor Stork from Developer's Mortgage, and Kirill Klokov & Richard Grieser from Truv.com, to discuss creating efficiency with innovation in the mortgage space and how Loan Officers and more can save money in their loan process verifications.
Taylor Stork is the COO of Developer's Mortgage & President of CHLA Kirill Klokov is the Co-Founder & CEO of Truv.com Richard Geiser is the VP of Marketing at Truv.com
Episode Breakdown:
01:15 - The Costs of Originating a Loan & How to Reduce Them
04:45 - How Truv is Saving Clients Money
09:30 - The Evolution of Verifications
14:40 - The Opportunity for Truv
17:15 - How Truv Works for Lenders (and Borrowers)
19:00 - “We need to put the consumer FIRST”
23:00 - What’s the Future of Truv
26:45 - Remind Past Customers You Exist
Find out more Truv.com here
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In this episode of the Mortgage Marketing Expert podcast, host Phil Treadwell sits down with guest Josh Pitts, the CEO of Shred Media during MBA Annual 2023 in Philadelphia, to delve into the world of content creation for mortgage professionals. They discuss the importance of developing engaging and personal content, reminding you that it's SOCIAL media. Listen as Phil and Josh provide valuable insights and strategies on creating content that resonates with your audience, ultimately driving business growth.
Episode Breakdown:
00:25 - “What I hear is, Royalty!”
01:00 - The Next Wave
02:45 - The Value of Podcasting
04:45 - Imposter Syndrome
08:25 - Collective Knowledge
10:25 - Entertaining the Audience IS Value
13:45 - Focus on Benefits, Not Features
16:19 - “Perfection kills progress”
16:50 - Go do SOMETHING.
17:35 - Taking the Win, or Taking the Learning
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In this solo episode, Phil Treadwell discusses how to define your goals for the new year, how to break them down into daily actions and how to turn those actions into wins that fuel your momentum towards the seemingly impossible. Don’t miss this fantastic episode or this chance to finish what you started for 2023 and set a whole new level of expectation for 2024.
Episode Breakdown:
01:30 - What is it that you WANT?
02:30 - Define it
04:30 - Do you want it BAD ENOUGH?
06:00 - Defining your North Star
08:40 - B-HAG - Big Hairy Audacious Goal
10:00 - Break it into action steps
14:50 - “People pay for solutions”
16:20 - Your Daily Habits
19:00 - Momentum creates motivation
21:40 - Setting goals for 2024
22:45 - Macro patience & micro speed
23:35 - Non-Negotiables
25:00 - It’s about ACTION
To get a special offer for the LFG SOCIETY powered by SERHANT event with Arjun Dhingra: CLICK HERE
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eMortgages, and eClosings have been talked about for decades now, but realistically, where are we at with the shift to ‘e’ today and where are we headed? During this discussion, industry experts explore the past, present and future evolution of eMortgages and eClosings, along with the readiness of the current market, how to mitigate adoption hurdles and tips to help lenders integrate into the eMortgage landscape.
Visit these Freddie Mac resources to start your digital journey.
- Explore Electronic Documents and the eMortgage Roadmap: https://sf.freddiemac.com/working-with-us/electronic-loan-documents/overview
- eMortgage Participants: https://sf.freddiemac.com/working-with-us/electronic-loan-documents/emortgage-ready-participants
- eMortgage Training Resources: https://sf.freddiemac.com/working-with-us/electronic-loan-documents/training
Connect with Freddie Mac
- LinkedIn: @Freddie Mac Single-Family
- Instagram: @FreddieMaccorp
In this episode I‘m joined by the Founder and Team Leader for The Mortgage Collective, Paige Bowman. We discuss her success on social media and the key difference between branding and building a personal brand. This episode is packed with actionable advice, so don’t miss it.
Episode Breakdown:
01:30 - How Paige found mortgage
03:00 - Core skills for mortgage success
05:40 - Generational dynamics
07:45 - Branding vs. a personal brand
13:00 - “Show up as you are in everything that you do"
18:05 - The Marketing Formula
25:50 - Paige’s aesthetic
26:55 - Biggest blindspot for mortgage pros
29:55 - Paige’s follow-up formula
35:35 - The power of text
37:15 - Track your data
39:00 - @htownmtgchick on Instagram
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“It’s not just the visibility of you as a realtor, it’s the visibility of you as a community advocate, as somebody who’s active and engaged and involved.”
In this episode I‘m joined by one of my favority people in Real Estate, Leigh Brown. We discuss her passion for helping people and her community, the necessity of relationships in Real Estate and Mortgage.
Leigh Brown is the Broker/Owner of One Community Real Estate and best-selling author. She uses her decades of real estate experience to help everyone from early career to highly seasoned agent build their professional presence by helping them define and communicate their value proposition expertly. Through a systemized process to identify and define their value, Leigh gives agents and brokers the confidence and tools to reach greater heights in their chosen career.
Episode Breakdown:
01:15 - The cost of milk thievery
04:00 - When Phil met Leigh
06:00 - What it takes to do business in this market
09:00 - The importance of showing up regularly
13:00 - Stop going through the drive thru
18:00 - Unique paths to the American Dream
25:00 - Advisors, advise people
31:40 - This market demands expertise
33:00 - A strategy needs to be relevant
37:00 - “We’re gonna look forward!”
40:20 - Client Profile NOT Loan Application
45:30 - Go say Hi to someone you haven’t met
47:15 - LeighBrown.com
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“You don’t have to kill it, you don’t have to hit a grand slam, you just gotta get better. If you have that kind of mentality, good things will be on the other side of it.”
In this episode I‘m joined by Arjun Dhingra, a two time Taekwon-do World Champion, Team USA’s Head Coach for Taekwon-do, and a Mortgage Banker with two decades of experience serving customers. We discuss his passion and discipline as well as, the power of awareness and how social media can help you get it.
Episode Breakdown:
02:30 - Arjun’s passion for helping people
05:15 - How Arjun’s martial arts discipline impacts his business
09:00 - “You get busy living or you get busy dying.”
13:20 - “I know what you do, you know what you do, but does anyone else?”
18:00 - if you want change, you have to do the reps
20:40 - ROE - Return on Energy
24:30 - Don’t Be Reliant on One Referral Source
30:25 - Arjun’s tip for mortgage pros
31:30 - @arjunmortgage on Instagram to connect with Arjun
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“If you can’t appreciate what we have now, who’s to say you’ll be any happier when you finally get what you say you want?”
In this episode I‘m joined by John Israel, Mr. Thank You himself, a keynote speaker and relationship expert who helps companies big and small re-humanize their workplace and the marketplace as a whole. This is a great conversation that can have as much impact on your life at home as your business.
John Israel is founder and Chief Gratitude officer of Mr. Thank You, a training company that teaches a concept called: High Performance Happiness: How to create less stress, more joy, and better results.In 2016, John started a personal social experiment around “human connection” that became a world-wide movement, a book, and TEDx talk titled: The Mr. Thank You Project. john’s Mr. Thank You story has been featured on ABC News, Fox News, Good Morning America, and his clients include global brands such as: Square, Sales Force and many others. John’s goal is to Re-humanize the workplace and marketplace by teaching people how to express authentic gratitude, respect, and appreciation. He lives in Plano Tx with his wife, four children and loyal Chihuahua.
Episode Breakdown:
01:30 - Mr. Thank You’s origin
05:45 - “There’s an appreciation deficit in the world”
11:30 - To “appreciate” is to set the value
16:10 - “People want to be seen for their greatness rather than their weakness.”
23:30 - Practical ways to implement gratitude as a leader or manager
27:45 - Passing the cell phone test with DEEP relationships
32:00 - “There’s always something to be grateful for as long as you’re looking for it”
38:45 - Mr. Thank You Client Appreciation Events
43:20 - Gratitude doesn’t cost a dime, but it’s priceless
47:30 - How many days of gratitude did John miss?
48:30 - MrThankYou.com
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In this episode I‘m joined by Kelly Zitlow, the Sunshine Warrior, Mortgage superstar and friend, to discuss why and how she started using video to market herself and her business & what it’s done for her business since 2014!
Episode Breakdown:
01:30 - How Kelly continues to grow and evolve
05:00 - Kelly’s first video trials
09:45 - How difficult was getting started
12:30 - “I’m a different person because I chose to make this a priority & to push through the discomfort”
19:00 - Multiplying your efforts using YouTube
27:00 - “You can’t get better at something that you’re not doing.”
31:30 - What are Mortgage Pros overlooking?
36:00 - Do one proactive thing everyday to help move the needle in your business
37:00 - Find more from Kelly at Sunshine Warrior
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“Our life comes down to what we do, and what we tell ourself.”
In this episode I share the presentation I did in February at Momentum Builder 2023 in Las Vegas. Momentum Builder is an amazing event and community that you should put on your calendar for this coming February 2024! LEARN MORE
In this talk, I give you 4 tactical steps to achieve a bulletproof mindset: Embrace failure, Better your environment, Know where you’re going, and Focus on the right things!
Episode Breakdown:
00:30 - Don’t miss Momentum Builder 2024
01:30 - “Welcome to the Real Mortgage Business”
03:10 - “People pay for solutions to their problems.”
04:30 - “Mindset” Defined
06:15 - Fixed Mindset vs Growth Mindset
07:25 - How Phil entered the mortgage business
10:00 - Features vs Benefit
12:05 - You can do "ANYTHING you want” not "EVERYTHING you want”
12:50 - The godforsaken Texas DMV
14:30 - The Feedback Loop
16:20 - CHOOSE the people you want to be around
17:30 - BHAG - Big Hairy Audacious Goal
19:00 - “If you aim at nothing, you’ll hit it every time”
21:00 - The Product of a Teacher & a Builder
22:45 - What a Magnifying Glass can Teach You About Your Business
Connect with MME on social media: linktr.ee/mmepodcast
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In today's episode I’m flying solo again as I talk about what it takes to create a growth mindset, building winning habits, and setting yourself up to achieve massive goals!
Episode Breakdown:
01:00 - Takeaways from the "Foward Event"
02:29 - Why people don't accomplish their annual goals
05:07 - Mindset isn't the only thing, but it is the most important
07:12 - What separates LO's that are growing vs. every else
11:05 - You'll never outgrow your self image
14:07 - Failure is part of the path to success, go keep going
18:28 - Shifting your mindset to get where you want to be
21:39 - My mission in the industry
Connect with MME on social media: linktr.ee/mmepodcast
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“Home can mean different things for different people!”
In this episode I‘m joined by Srijana Giri, Senior Director at Freddie Mac to discuss what’s changed since our last discussion in the economy, at Freddie Mac and for Srijana herself.
June is homeownership month; borrower circumstances are vast and unique…the housing industry needs to provide smart automation for all walks of life to make home possible in the most efficient and sound manner. During this discussion we’ll explore how recent solutions address age-old problems for first-time and lower-income homebuyers... and what more we can do to leverage technology innovation and data to open more doors.
We cover a lot of ground, from the problem of home supply, to expanding access to credit, to educating lenders and consumers on the ever expanding options on the road to home ownership. Do not miss out on this conversation!
Episode Breakdown:
00:52 - 5 years of Mortgage Marketing Expert
01:40 - What’s changed for Freddie Mac and Srijana
05:24 - How Freddie Mac is trying to impact housing supply
07:26 - “Home can mean different things for different people”
08:38 - How Freddie Mac is expanding access to credit
12:30 - How Freddie Mac is helping people take advantage of programs they offer
14:38 - What’s COMING from Freddie Mac
19:35 - Moving the Mortgage Industry forward
23:04 - One Tip for Mortgage Pros looking to expand their business
24:11 - Connect with FreddieMac & visit resources to expand homeownership:
- Affordable lending options
- Explore AIM automation
- LinkedIn: @Freddie Mac Single-Family
- Instagram: @FreddieMaccorp
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“What’s happening now is that the market’s squeezing. It’s squeezing people UP if you’re good, know what you’re doing, and work hard, or DOWN & OUT if you don’t belong!”
In this episode I chat with a new friend of mine, The Dallas Mortgage Man, Brian McCauley. Brian is a top-producing mortgage originator with 18 years of experience within the industry. He has received several awards and incentive trips for outstanding performance in sales and customer service. Brian is an experienced public speaker and has been featured in D Magazine TV, DallasMortgageNews.com, Candy’s Dirt, Forbes Magazine and Million Dollar Mixer events with BravoTV.
Episode Breakdown:
01:25 - The origin of The Dallas Mortgage Man
03:30 - What do we focus on NOW to succeed & set ourselves up for FUTURE success
07:48 - “People need to get around people who elevate them”
09:30 - Brian’s “Why”
14:30 - How social media presence compounds your brand
21:00 - What is the blind spot in the mortgage industry today
24:15 - Keep it simple, smaller, lower, LOCAL
29:00 - The RIGHT way to build the RIGHT relationships
34:40 - One tip to help mortgage pros grow their business
Learn more about Brian: @dallasmortgageman & DallasMortgageNews.com
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Today is the 5-Year Anniversary of this podcast, and I can't believe how far we've come! In today's episode, we're taking a trip down memory lane, reflecting on some highlights, notable moments, and funny stories from our journey over the past five years.
I also want to take a moment to express my deepest gratitude to all the incredible guests, listeners, and everyone who has supported the Mortgage Marketing Expert podcast along the way. Your unwavering support has been the driving force behind our success, and I am truly humbled by it. THANK YOU!
Episode Breakdown:
00:22 - I can't believe we made it 5 Years!
01:08 - This podcast was originally just a happy accident
03:39 - From Instagram tips to inviting podcast guests
06:02 - How in heck do I do a podcast?!
09:07 - We're on to something here - those first episodes
11:23 - Launching the podcast at Mastermind Summit 2018
15:35 - Getting Gary Vaynerchuk on the MME Podcast
21:36 - Technical difficulties during the 2nd most downloaded episode
25:03 - Business is about relationships, use content
27:58 - Podcast Equipment & M1 Academy at PhilTreadwell.com
31:24 - THANK YOU, THANK YOU, THANK YOU!!
Connect with us on social media: linktr.ee/mmepodcast
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“You have to be able to diversify, and the way you’ve always done business may not be the way that you continue to get new business, right now and you have to be open to that.”
In this episode I‘m joined by Michelle Dugan and Ashley Miller, best friends and co-hosts of the Blondes Have More Funds Podcast, just as they’ve relaunched for their third season. We discuss the importance of flexibility as a Loan Officer in this market, how continuing to take action can set you apart and that the most important thing to become is relatable and relevant.
We cover a lot of ground, from podcasting to philosophy and the messiness of being a parent in between. Do not miss out on this conversation!
Episode Breakdown:
01:15 - What does it take to be successful right now?
05:13 - The way you've always done business may change
07:15 - You have to take action and KEEP taking action
09:15 - How a social media presence helps people know, like & trust you
14:30 - The "person" is the most important part of the transaction
17:00 - A Philosophy for Using Social Media in your Business
27:40 - Blonds Have More Funds Podcast
38:00 - “Content” is about being relatable and relevant
42:00 - @blondes.have.more.funds on instagram
Follow them: @thatmortgageblonde & @michelledugan
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In this episode I‘m joined by Sam Silverstein, Founder of the Accountability Institute, Keynote Speaker and Best Selling Author, just as he was coming off the stage at the Texas Mortgage Bankers Association annual conference. We discuss accountability and how so many lenders and real estate agents misunderstand the fundamental concept of accountability.
We cover a lot of ground from belief leading to action, what we owe ourselves vs. others, and how we can get CLEAR on our own values. Do not miss out on this conversation!
Episode Breakdown:
01:30 - Accountability is a Way of Thinking
04:00 - Accountability to Ourselves vs Accountability to Others
08:00 - “For you to have your best, I’ve got to bring MY best”
11:10 - “If you don’t move, you DIE!”
17:40 - “Everything is simple. Nothing is easy.”
21:35 - Action follows Belief
23:25 - ValuesWorksheet.com
24:30 - TheAccountabilityInstitute.com
Learn more: SamSilverstein.com
Follow Sam: LinkedIn & Instagram
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“If you’re only focused on getting a prospect & you’re not retargeting them, you’re going to have a difficult time in that conversion process.”
In this episode I‘m joined by a Travis Thom, a Facebook Marketing Strategist and social media ad guru. He is the Founder of Elevated REM and the CEO of WalledGardenHQ and he’s got some KILLER advice on advertising and specifically retargeting for lenders and real estate agents.
We cover a lot of ground in this episode including: the truth about social media video; the power of retargeting, and how to build real fruitful partnerships between Mortgage Officers and Real Estate Agents. Do not miss out on this conversation and the strategies Travis shares!
Episode Breakdown:
02:05 - Trends to focus on right now
04:45 - Too much video?
06:15 - The power of retargeting
11:50 - Don't forget about longer video
15:30 - Social media ads
22:50 - What is Walled Garden?
27:20 - The power of co-branding
35:30 - The Walled Garden webinar
36:05 - Walled Garden 14-day trial
38:05 - Find Travis on Social Media
Connet with Travis: Instagram | Facebook
REGISTER FOR A FREE DEMO: mmepod.com/wgdemo
Sign-up for Walled Garden: mmepod.com/walledgarden
Check out our partner MY UTILITIES: LEARN MORE HERE
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“The only relationship you’re ever really having, is with yourself.” In this episode I‘m joined by a returning guest who has given us some of our most listened-to episodes. He is the Founder/CEO and Head Coach of Performance Experts Coaching, Tim Braheem! We cover a lot of ground in this episode including: the best ways to build relationships, how to take advantage of a slower market, and the importance of a morning routine. Do not miss out on this conversation and the strategies Tim shares!
Episode Breakdown:
01:30 - Who is Tim Braheem
03:20 - What is Tim focused on right now
08:00 - “No one reciprocates with takers”
19:25 - The difference in open-ended & close-ended questions
21:45 - The best way to make sure people remember a conversation
30:20 - How to create the the right mindset for success
34:25 - The importance of a morning routine
46:15 - “The only relationship you’re really ever having is the one with yourself”
50:00 - What to do with your database today
Free360tools.com
Performance-Experts.com
360 Experience Podcast
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“Even if you know NOTHING about it, you’re not behind at all…You can go from rookie to top 1% expert in 24 hours!”
In this episode I‘m joined by returning guest and Founder and CEO of InstaMortgage, Shashank Shekhar. He’s an expert that would have tons to share on any topic, but today we’re focusing on ChatGPT and the AI tools that everyone is talking about. What is it? What can it do for YOU? And how can it streamline our businesses and lives as soon as this weekend? Do not miss out on this conversation and the tool we’re talking about.
Episode Breakdown:
02:50 - What makes ChatGPT so exciting for Shashank
04:40 - So, What IS ChatGPT?
08:10 - How Phil has begun to use ChatGPT
09:40 - But that’s just the tip of the iceberg
14:40 - The power of SPECIFICITY
16:30 - ChatGPT understands the rules of persuasion
18:48 - Using ChatGPT to REFINE your content
23:18 - What does ChatGPT know about Mortgage?
32:10 - Practical & Fun uses of ChatGPT
37:18 - ChatGPTforLenders.com ebook
38:50 - Connect with Shashank on social
@shashank.redemption
Or connect via email: shashank@instamortgage.com
Get ChatGPT for Lenders ebook
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“Attention has shifted, it’s time for you to make the shift as well, or you’re going to get blindsided.”
In this episode I‘m joined by my great friend Josh Pitts, Chief Enthusiasm Officer at Shred Media. A Mortgage Pro who’s not only learned how to show up on social media, but teaches others how to do it as well. We discuss the number one secret to winning the social game, SHOWING UP, so pay attention!
“If people don’t know you, they can’t like or trust you & they WON’T like or trust you if you don’t show up”
Episode Breakdown:
03:00 - The importance of showing up consistently
07:45 - They can’t know/like/trust you if you don’t show up
10:30 - Josh built his brand on a love of the outdoors
11:35 - Don’t overcomplicate the world of social media
13:03 - Reframing “What is Value”
17:00 - Your community is looking for you!
20:00 - Show people things in common
22:30 - Social Media is the new Google
25:25 - Post everywhere
31:25 - Biggest blindspot for mortgage pros
Follow Josh on IG: @shredmediaco @joshpittslive
Shredmedia.com
Check out our partners MY UTILITIES: LEARN MORE HERE
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“I was being more relatable. I was being more HUMAN.”
In this episode I‘m joined by Kayla Kallander. A “mortgage meteorologist” and someone who’s learned first hand how to promote herself and business through social media. We’re discussing how to overcome your fear and use video to build a better business than ever before, so pay attention!
Episode Breakdown:
02:25 - Kayla’s origin story
05:15 - How Kayla started as a content creator
09:00 - Overcoming the “fear” of being SEEN failing
11:30 - You never feel better about NOT doing something, than taking ACTION. EVEN if you FAIL
12:18 - Service Recovery
14:35 - Education. Communication. Inspiration.
18:30 - Did the Mortgage Industry get lazy
23:55 - The time to action? NOW
25:00 - What’s the blind spot Mortgage Pros are missing?
30:00 - “You can get a really good steak ANYWHERE.”
34:10 - Connect with Kayla
@kaylakallandermortgage - https://www.instagram.com/kaylakallandermortgage/
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“This is NOT just another year in the mortgage business!” In this episode I‘m joined by two returning guests at once, Dave Savage and Alex Kutsishin. They dropped BIG news this week for the mortgage industry, and we do talk about it, but this episode is much more. We’re discussing what can make the difference between success and stagnation in 2023, so pay attention!
Episode Breakdown:
02:00 - How do we take our businesses to the next level in 2023
02:50 - “This is NOT just another year in the mortgage business”
06:00 - This should be one of the most exciting times in our industry EVER
06:55 - TrustEngine - No Borrower Left Behind
09:02 - Our North Star is building trust
15:30 - The Tech team behind TrustEngine & What it’s capable of
21:40 - Wondering how you fit in a digital data-driven world? THIS is it!
22:44 - Steve Brown’s Advice “What Amazon Can’t Do”
26:15 - Blindspots for Mortgage professionals
This episode sponsored by MyUtilities. LEARN MORE HERE
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“Nothing will change until YOU change!”
In this episode I‘m joined by relationship and life coach, Hannah Spanke. We talk about how she got started in the sex industry, the core reasons relationships fall apart, and how to find happiness in yourself and bring that assurance to your relationships. This is applicable in our personal life AND at work, so pay attention!
Episode Breakdown:
02:45 - Hannah’s origin story
06:05 - The #1 way to maintain a healthy relationship
08:30 - How to navigate someone else's feelings
11:10 - How to recognize a dysfunctional relationship
12:45 - Communitcating needs to avoid temptation
16:55 - “Am I ENOUGH?”
19:10 - ACL: Accept. Change. Leave.
23:40 - What’s the biggest relationship blind spot?
25:20 - How do you overcome your past?
27:15 - Follow @HannahSpanke
This episode sponsored by MyUtilities. LEARN MORE HERE
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“You’re not going to get breakthrough results, just doing the same old thing.”
In this episode I‘m joined by the CEO of GoalKloud, Adal Bisharat. We talk about the origins of GoalKloud, how goals help you break habits and the importance of accountability through coaching. We’re helping you build momentum to build motivation, so pay attention!
Episode Breakdown: 02:30 - Adal and GoalKloud’s origin story04:55 - Why are GOALS the center of our business08:15 - Breaking Habits16:00 - GoalKloud is IN M1 Academy17:00 - How Momentum breeds motivation25:15 - Falling in love with the PROCESS27:50 - The power of GoalKloud32:00 - “Hell is meeting the person you might have been”34:43 - Blindspots for Loan Officers37:45 - GoalKloud.com
This episode sponsored by MyUtilities. Learn more hereLearn more about GoalKloud: GoalKloud.com
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In this episode I‘m joined by the Co-Founder of Brand Builders Group, AJ Vaden. We talk about the origins of Brand Builders, the unique power of your personal brand and how in the end it’s all about building relationships. No one can hire you, if they are not aware of you, so pay attention!
Episode Breakdown: 01:25 - The origins of Brand Builders Group 09:20 - “Ready, Fire, Aim” 11:10 - How personal branding is like oral hygiene 15:05 - 3 ways to build trust 20:42 - Personal Branding = Digitization of Reputation 26:30 - You HAVE a personal brand, is it the one you WANT? 35:45 - The biggest branding blind spot pros have? 40:00 – Find out more about Brand Builders Group
AJ Vaden is CEO and Co-Founder of Brand Builders Group, one of the world's leading authorities on personal brand strategy. She’s also the co-host of the Influential Personal Brand podcast, named one of Forbes' top 10 podcasts to listen to in 2021.
Get to know AJ: @aj_vaden Learn from AJ: Influential Personal Brand Podcast Check out: BrandBuildersGroup.com
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In this episode I‘m joined by the men behind the Momentum Builder event and DG Media, Don Goettling & Gino Fronti. We talk about what to expect from Momentum Builder 2023, how and why the event started, and finding the opportunity in a “tough” market to build capacity for the reward to come. Stop trading your hours for dollars and build momentum toward the business of your dreams!
Episode Breakdown: 02:40 – Remember what the good times feel like 04:45 – Momentum Builder origins 06:13 – Moving from Employee to Business mindset 09:53 – You need a WHO not HOW 14:50 – Momentum Builder 2023 19:45 – Get comfortable being uncomfortable 21:40 – The power of industry events 28:55 – Blind spots to pay attention to
Register for Momentum Builder here: MomentumBuilder.com USE PROMO CODE: PHIL 2023 (for $100 OFF)
Make your Continuing Education easy and CHECK OUT Empire Learning!
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In this episode I’m flying solo to set the table for you to make 2023 your best year yet. The difference between just achieving your goals and crushing your dreams is simply about mindset. As we start the new year, I rundown the actions you can take to build a winning mindset for this year and beyond!
If you’re looking to build that winning mindset in 2023, join me in M1 Academy!
Episode Breakdown:
01:00 - Happy 2023
01:45 - Why Mindset comes first
03:55 - How fitness impacts mindset
05:57 - Don’t lie to yourself
07:00 - We're captive to our environment
08:52 - “Feelings” are not the truth
10:02 - Get comfortable with being uncomfortable
10:43 - 3 action steps to achieve your goals in 2023
14:03 - Failur is part of the path to success
15:43 - You’re already on the journey
16:38 - Help others believe in themselves by believing in YOURSELF
It comes down to 3 things:
- Make the DECISION
- Write down affirmations & goals & say them out loud!
- Seek counsel from someone who can help you get where you want to go
Make your Continuing Education easy and CHECK OUT Empire Learning!
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In this episode I‘m joined by an entrepreneur, speaker and mentality coach that I’m sure you’ve seen before, Sabastian Enges. He and I chat about the #1 trait people want in leadership, how to handle your strengths AND your weaknesses, the generational difference in the office and the housing market, and how to better relate to people by UNDERSTANDING them better.
Episode Breakdown:
01:50 - Sebastian’s start on social
04:00 - To have impact, focus on a personal brand
06:00 - The #1 trait people want in a leader
08:12 - People don’t care about the topic, they care about what YOU think about it
11:00 - Failure is part of the path to success
14:00 - How to handle your weaknesses
17:25 - The generational difference for entrepreneurs
24:00 - Across generations, real estate still matters
32:10 - Understanding people is the key to relating to them
33:03 - Sebastian’s advice for real estate professionals
36:20 - The blind spot most business pro’s aren’t paying attention to
Throughout his career, Sabastian has remained dedicated to mentoring, coaching and creating opportunity for those around him. As he expands Felix’s nationwide reach, his focus is to continually improve the company’s business model with an ever-increasing emphasis on the education and development of the 300+ teammates. At the end of the day, his coaching mantra is that “If we can help people to think right, they will do right.”
Quantum Academy
SabastianEnges.com
Sabastian on Social https://www.instagram.com/sabastianenges/
https://www.facebook.com/sabastianenges/
https://www.tiktok.com/@sabastianenges
Make your Continuing Education easy and CHECK OUT Empire Learning!
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In this episode I chat with one of the most well-known figures in real estate, Tom Ferry. He and I chat about using “significance” to create trust conversations, how to do more things, more often that work in your business, and the importance of who you work with in ANY industry.
Episode breakdown:
01:30 - From stocking shelves to running a company
06:40 - Failure is the path to success
10:40 – How to be growth & reach focused
11:30 – Doing more plays that work more often
16:15 - “What’s significant about that for you?”
21:30 - Opportunities for more relationships
25:45 – Creating “real” relationships with others
30:13 – What we learn from other in the trenches
33:50 - Find your message and then go deep on it
35:54 - Biggest blind spot in mortgage industry?
38:30 - The Experience Economy
40:30 - Why it matters who you work with
Tom Ferry is the #1 ranked Real Estate Educator by Swanepoel Power 200 and the best-selling author of “Life! By Design” and “Mindset, Model and Marketing!”
As founder and CEO of Ferry International, the real estate industry’s leading coaching and training company, Tom’s ever-growing influence impacts professionals in a wide variety of ways – including rigorous accountability coaching, the popular #TomFerryShow delivering free, fresh and relevant real estate tips weekly, highly engaging training events, two best-selling books, and his legendary keynote speeches.
Tom has more than 30,000 hours of coaching experience and works daily to help agents and brokers grow a prosperous business while simultaneously balancing — and loving — their personal lives.
“Making money is easy, having a legacy is hard. Creating impact is easy, creating POSITIVE impact is a little more challenging.”
Tom on Instagram
TomFerry.com
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In this episode, I’m joined by a close friend and business partner, Dustin Brohm. He and I chat about how consistency is so important for overall business growth, why your Instagram account is NOT the problem with your video views, and how to get rid of the excuses that keep us from being productive!
Episode Breakdown:
01:15 - Welcome Dustin Brohm
02:55 - “I decided to do an episode every damn week”
04:00 - How do you remove excuses?
07:10 - Doing the "thing" builds confidence
11:30 - Failing 70% gets you into the Majors
13:40 - You can be the CEO of your business
18:09 - Your Instagram account ISN’T the problem
25:00 - The endgame is to reach the RIGHT people
30:00 - The biggest blind spot for industry pros
Dustin Brohm is the host of the Massive Agent Podcast. He’s a member of the Broke Agent Media of and a National speaker on real estate marketing & lead generation. He has spoken at Inman Connect, Gary Vaynerchuk’s Agent2021, HousingWire, and more. Dustin is also Realtor w/ eXp Realty in Salt Lake City, Utah.
Dustin’s podcast: massiveagentpodcast.com
Dustin’s Instagram: instagram.com/massiveagent
Make your Continuing Education easy and CHECK OUT Empire Learning!
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In this episode I have an engaging conversation with real estate investor and tech executive, Dan Gandee. We talk about Dan’s unique perspective on this market, how you can best position yourself in YOUR market and the opportunities that exist even with high rates. Episode breakdown: 02:40 - What’s Dan seeing? Affordability Shift
04:15 - Dan’s Unique perspective
08:00 - What you’re trying to do is as important as how you’re trying to do it.
09:30 - Marketing positioning
12:50 - Dan staked a position on probate
14:55 - the biggest limiting belief is FALSE
18:10 - Finding YOUR perfect client
20:50 - 90% nurture, 10% I WANNA BUY!
24:45 - The opportunities this market provides
28:40 - High rates aren’t the end of opportunity
32:25 - What’s the biggest blind spot for real estate & mortgage pros?
Dan Gandee is an active real estate broker, investor, and real estate marketing consultant. He owns two investment firms, a marketing agency, and serves as VP of Growth at a real estate technology startup based in the Silicon Valley. Dan has worked in all aspects of real estate and holds a Bachelor's Degree in Advertising from Kent State University. His diverse experience includes ground up new construction, design & build, asset management, landscape architecture, TOP 0.01% real estate brokerage, and $100M+ real estate multifamily hedge funds. “I’m still buying in this market, it’s the terms that I want. It’s good debt. Sometimes I want the debt more than the property…returns are my ultimate goal.” - Dan Gandee Find Dan on Insta: OregonRealEstateExpert LiftoffAgent.com
ExitOregon.com
Make your Continuing Education easy and CHECK OUT Empire Learning! If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and JOIN our text group: 214-225-5696
In this episode I have a fun conversation with a good friend who is also a customer experience expert, Brittany Hodak. We chat through ways to future-proof your business with superfans, how to divide your time between finding new fans & serving existing ones, as well as the best ways to provide value and exceed expectations! Episode breakdown: 01:50 - Brittany’s World Record 06:30 - Future-proof your business 08:55 - Chase new fans or serve current audience? 11:15 - The 3 Phases of Customer Management 13:45 - How to exceed expectations 19:05 - Explain the value you provide 21:00 - The long road to a book starts with…pizza 26:30 - The Platinum Rule Brittany Hodak is an award-winning entrepreneur, author, and customer experience speaker who has delivered keynotes across the globe to organizations including American Express and the United Nations. She has written hundreds of articles for Forbes, Adweek, Success, and other top publications; she has appeared on programs on NBC, CBS, ABC, and CNN; and she has worked with some of the world’s biggest brands and entertainers, including Walmart, Disney, Katy Perry, and Dolly Parton. Entrepreneur magazine calls her “the expert at creating loyal fans for your brand.” Brittany’s debut book, Creating Superfans, will be in stores in January 2023. “You’re going to get referrals, but not TODAY! You’ve got to be great at recruiting new customers, and you also have to be great at taking care of your existing customers.” - Brittan Hodak Get your copy of Superfans: BrittanyHodak.com/book Make your Continuing Education easy and CHECK OUT Empire Learning! If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and JOIN our text group: 214-225-5696
In this episode I chat with a high-performing real estate pro and rock star social media expert, Katie Day. We talk about the best practices to have success using social media, ways to grow your business without being salesy, and the role that engagement plays in converting leads in closings! Episode breakdown: 03:08 – How to have success with marketing 05:00 - Providing value instead of a sales pitch 07:25 - Does your content pass the DMV test? 08:25 - Katie’s origin story 12:00 - Mixing what you do with who you are 19:15 - Bad Realtor ad tropes 21:20 - What Realtors want from Lenders 28:25 - The role engagement plays in growth 31:05 - Creating deeper relationships 34:25 - Advice for mortgage pros Katie Day is the Team Leader for Move Me To TX. She has an infectious personality and a love for educating people about real estate. From growing up in Maryland, attending University of Tampa in Florida to settling in the Houston area in 2011, Katie is always focused on assisting sellers preparing their homes for sale to obtain top dollar in a competitive market. She strives to recruit Real Estate agents and team members to better serve her clients. “Whether they work with me or my competitor, at least they’re better educated. Because I don’t think we educate our clients well, either in the Mortgage space or the Real Estate industry.” - Katie Day Find more about Katie: movemetotx.com Make your Continuing Education easy and CHECK OUT Empire Learning! If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and JOIN our text group: 214-225-5696
In this episode I chat with a incredible guy a met a few years ago, who also happens to be one of the foremost digital marketers in the world, Dennis Yu! He and I talk about the content hack for using video on ALL social media platforms, how to leverage the social algorithms to create attention, and the way to add assistants to your business without spending thousands!
Episode breakdown:
00:00 – Intro
02:13 – Who is Dennis Yu
03:10 – Authenticity is the key
06:43 – The power of stories
07:47 – The Jake Paul Effect
12:10 – What to post
18:05 – How to build trust
21:05 – Tom Ferry digital masterclass
23:05 - Living a life of gratitude
28:20 – Dennis’ Guarantee
30:01 – The power of repurposing
36:12 – Automate content sharing
39:12 – Leveraging VA’s for growth
44:55 – Dennis’s VA academy
Dennis Yu is the Chief Technology Officer for BlitzMetrics, as well as a former Search Engine Engineer and one foremost authorities on social media in the world today! He’s the co-author of the #1 best-selling book on Amazon for social media, “The Definitive Guide to TikTok Ads”. He has spent a billion dollars on Facebook ads across his agencies and agencies he advises.
He's often used as a resource and quoted on CNN, NPR, and in the Wall Street Journal, Washington Post, NPR, and LA Times. He’s spoken at over 750 conferences in 20 countries, having flown over 6 million miles in the last 30 years to train up young adults and business owners.
Dennis is on a mission to create one million jobs via hands-on social media training, and partnering with universities and professional organizations. You can find him hiking tall mountains, eating chicken wings, and taking oxygen baths.
Virtual Assistant FB Group: https://www.facebook.com/groups/377777747205784
Hire a VA: https://blitzmetrics.com/vah/
Tom Ferry Dennis Yu Masterclass - A Master Class in Digital Marketing with Dennis Yu and Jason Pantana
Dennis’ VA academy - https://www.teamblitznation.com/team-blitznation
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In this episode I have a valuable conversation with a fellow podcast host and marketing expert, Chris Johnstone. He and I talk about how to create better database leads and referral partners, using gratitude to become more efficient in your day, and the biggest blinds spots the LO’s are facing today!
Episode breakdown:
00:00 – Intro
01:07 – How to be successful NOW
02:39 – Create database leads
05:30 – New referral relationships
08:25 – The irresistible offer
10:39 – Finding their pain point
13:23 – Question-based conversations
15:50 – Showing monetary value
17:38 – What CRM to use
19:26 – Mindset of gratitude
23:06 – Controlling your calendar
24:49 – Master Key to Riches
26:34 – Biggest LO blind spots
30:22 – Have a local team
Chris Johnstone is the owner of Connection Inc. where they fill loan officers’ calendars with pre-vetted/pre-booked appointments from new borrowers and qualified referral partners. He's also the host of the Loan Officer Wealth podcast.
Check out his podcast: loanofficerwealth.com
Get "Book your calendar full” training: morrtgagemarketingclass.com
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In this episode I’m excited to welcome back 4-time guest, and my good friend, Steve Sims. In this episode we talk about defining mistakes so that you can fail forward, understanding what part of failure we are actually scared of, and how to create massive goals and Go For Stupid!
Episode breakdown:
00:00 – Intro
02:45 – Living a full life
04:44 – Defining mistakes
07:08 – Steve starts his podcast
10:37 – Elon Musk’s cyber truck
13:00 – An opportunity to unify
15:34 – Entrepreneur soap box moment
17:47 – What we are really frightened of
19:22 – London room full of failures
20:55 – Do you care what people think
22:41– Go for stupid
27:46 – Reactions to lofty goals
32:24 – People’s biggest blind spot
Steve Sims is the Founder of The Bluefish, a luxury experiential concierge firm, author of the best-selling book “Bluefishing” and is releasing his latest book “Go for Stupid” which asks the question, what would you achieve if you weren’t afraid of being laughed at?
In the age of “gotcha” culture, people are terrified to do anything that might be laughed at. Steve Sims is the exact opposite. In “Go For Stupid: The Art of Achieving Ridiculous Goals” Steve teaches you how to ignore what everyone else thinks and go for big, stupid, ridiculous goals.
From organizing a private dinner in front of Michelangelo’s David, to securing a tour of SpaceX led by Elon Musk himself, his accomplishments always start with the same questions: How far can I take this? What would make this a stupid achievement? Steve examines famously stupid goals in history, the key habits of successful people, and lessons from his own career to help you let go of your fear and get out of your own way.
PRE-ORDER HERE: amzn.to/3Tmhrdp
Connect with Steve: stevedsims.com
Text “SIMS” to 33777
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In this episode we have another incredible subject matter expert from Freddie Mac, Terri Merlino. We have a conversation about risk management, specifically what Freddie Mac is actively doing to create affordable credit options for home buyers, how mortgage originators can use tools to create efficiency and productivity, as well as what a culture of risk awareness looks like.
Episode breakdown:
00:00 – Intro
01:49 – Terri’s background
4:56 – Freddie’s approach to Risk Management
7:28 – Underwrite to approve vs. underwrite to decline
11:22 – Today’s changing market
13:15 – Interest rate increases
16:23 – Culture & mindset
17:50 – The need for loan officers
19:20 – Getting consistent referrals
Terri Merlino is Senior Vice-President & Chief Credit Officer for Freddie Mac’s Single-Family Division. She leverages her broad-based knowledge of mortgage operations, sales, processing, underwriting, quality control and secondary marketing activities to substantially and positively impact Freddie Mac’s mortgage credit risk management efforts, as well as our client experience.
Prior to Freddie Mac Terri held the roles of Chief Credit Officer and Chief Risk Officer at New Penn Financial and spent many years at PHH Mortgage as Senior Vice-President of Credit and Operational Risk, where she was responsible for fostering a risk-aware culture through her leadership of all aspects of credit and operational risk management.
Terri has served on several industry committees, including Fannie Mae’s Risk Management Forum and Freddie Mac’s Credit Advisory Board, and twice been named a HousingWire Women of Influence. She also holds a Bachelor of Business Administration in accounting from the University of Houston.
Connect with her on LinkedIn: https://www.linkedin.com/in/terrimerlino
Learn more: www.FreddieMac.com
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In this episode I am excited to share a conversation with my new friend Charles Crouch. This recording is the third time we talked, after only our initial meeting and then our first attempt at recording an episode, which I failed to turn his microphone on for... He and I talk about the importance of failure in the path to success, the difference between managers and effective leaders, how to avoid time bombs in your life and business, and he even shares some cool Seal stories!
Episode breakdown:
00:00 – Intro
01:31 – Charles’s background
03:37 – People will say you can’t do it
05:29 – Have goals not just discipline
07:07 – Self-help books don’t work
09:49 – Diffusing time bombs
12:11 – Turn failure into success
17:04 – Breaking through the plateau
18:49 – Plans vs. strategies
25:19 – Surviving “hell week”
31:27 – Near death experience
34:33 – Writing a leadership book
37:42 – Slow down to speed up
41:03 – Stay consistent and persistent
Charles Crouch is a former Navy Seal turned Author & Leadership Development expert. He now leads Truth at Worktable bringing leaders in the workplace to a higher level of ownership. If you know him, you know he is genuine, real and in your face. He is a force for Faith and Righteousness, always willing to help guide others and known to be a Macgyver kind of guy.
In addition to being a former Navy Seal, he was previously a CrossFit gym owner & high-level security specialist. Serving in the military his heart quickly grew towards family, being a good leader and doing speaking engagements. His mission is to see others succeed. He wants to see the next generation, the next employee, not just live, but thrive in the life they’ve been given.
Learn more at: CharlesCrouch.com
Buy his book: https://a.co/d/16GXTMc
Connect with him on FB: Charles Crouch Facebook
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In this episode I get to chat with a guy who is a titan in business, social media, and podcasting – The Real Brad Lea. He and I cover a wide range of topics including how to create relationships with people of influences, what holds most people back from success, and the three most important things to focus on for exponential growth!
Episode breakdown:
00:00 – New intro
01:26 – Brad's background
04:01 – The origin of Lightspeed VT
06:33 – Strategy of having no strategy
10:22 – People’s biggest blind spot
13:15 – Support from significant others
15:13 – Focus on these 3 things
18:22 – An 8-figure personal brand
21:05 – The ladder out of the rate race
23:37 – Changing the game
25:03 – SEND A DM and say THANK YOU to @therealbradlea
Brad Lea is the Founder & Chairman of Lightspeed VT, Host of the Dropping Bombs podcast, Author of The Hard Way, as well as an investor, speaker, podcaster, and philanthropist.
Brad dropped out of high school at age 16 to pursue his dream of becoming a movie star in Los Angeles. After 6 months he got tired of being broke and started his career in sales. He sold artwork, vacuums, and eventually found car sales. While honing his sales skills in the car business he created a presentation called "The Real Deal" and traveled around the country training sales teams, which was genesis for the virtual learning platform that he created in Lightspeed.
Brad has worked with the world’s elite trainers like Tony Robbins, Zig Ziglar, Tom Hopkins, Brian Tracy, John Maxwell, Grant Cardone, Daymond John, Jack Canfield, as well as world-class brands like UFC, World Series of Poker, Top Chef, Chase Bank, and Dale Carnegie.
Connect with Brad: @therealbradlea
Check him out on YouTube: BradLea.TV
Listen to Dropping Bombs: droppingbombs.com
**REGISTER for the GAME CHANGER EVENT w/ Brad Lea & Rene’ Rodriguez on Oct. 22, 2022: changingthegame.events
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This is a special solo episode with host Phil Treadwell! He shares shares some tips on how to create more leads in today’s market environment, some insight into some of the incredible things ahead for the Mortgage Marketing Expert podcast, and he talks about the new and improved mission, as well as upcoming guests.
Episode breakdown:
00:00 – New intro
01:53 – Changes to MME
06:35 – MME origin story
13:49 – How to get elite guests
16:22 – Creating leads in this market
20:12 – Getting Realtor attention
24:08 – Upcoming MME guests
27:27 – Overcoming fear of failure
30:02 – A call to action
Phil Treadwell is a Certified Mortgage Advisor & Dallas/Fort Worth Market Leader with Thrive Mortgage. He has 18 years of experience as a top-producing mortgage professional, and he partners with real estate professionals and homebuyers to create financial security and Build Real Estate Wealth. He regularly collaborates with other industry professionals, thought leaders, and innovators throughout the U.S.
From a passion to see the industry move into a more modern and relevant era, Phil created the Mortgage Marketing Expert podcast. He has also been coached by some of the industry’s elite and has built teams in markets all over the country, making him a sought-after national speaker. He has spoken at dozens of industry events and contributed on over 100 other podcasts and social media shows.
Phil was named one of National Mortgage Professional magazine’s “40 Most Influential Mortgage Professionals Under 40” in 2019. Yahoo! Finance listed him one of the "Top 20 Mortgage Professionals in 2020”. Most recently National Mortgage Professional magazine included him as one of the “Most Connected Mortgage Professionals” in 2021 and 2022.
Connect with Phil: instagram.com/philtreadwell
Connect with MME: instagram.com/mortgagemarketingexpert
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In this episode I have an incredible conversation with a new friend of mine, Norman Kinsey. In this episode we talk about how to show up as your true authentic self, ways to create organic attention using your natural talent, and marketing tactics to help your business liftoff.
Norman Kinsey is the CEO of Liftoff Agent & Host of the RE vs. Tech Show. After dabbling in several industries after high school, he started his entrepreneurial journey at 23. Being so close to Silicon Valley, he knew he wanted to serve and support an industry online, but wasn't sure of a clear direction. He stumbled across a local real estate firm started calling 350 of real estate agents to understand their business and digital marketing pain points. He began to support and serve them with amazing real estate marketing.
Fast forward to 8 years, having met 5,000 agents, and working with 2,500 agents, Liftoff Agent now has monthly programs in 10 different states with 10 team members stretched across the globe. Norman is committed to growing and building innovative custom positioning programs that drive individual agents, teams, and brokerage results, as well as to provide the best tools to expand and scale a real estate business.
Learn more about Liftoff Agent: liftoffagent.com
Listen to the RE vs. Tech Show: liftoffagent.com/real-estate-vs-tech
Connect with Norman on IG: instagram.com/realnlkiii
If you are enjoying the podcast, please take a second and LEAVE US A REVIEW and don't forget to connect with us on social media!
This is the first in an episode series that we are going to be doing over the next couple of months with local Realtors across the country. Each one with a unique perspective and value offering. Our guest for this episode is Madison Niles, and in this episode we talk about what buyers and sellers should expect in this changing market, the power of using social media to create community awareness, and why people look more at video clips than reviews!
Madison Niles is a Real Estate Broker & Team Leader of Niles Realty Group in the Dallas/Fort Worth area. She has over 7 years experience as a full-time real estate professional, deal with a wide variety of real estate transactions including: New Construction, Real Estate Investments, Relocation, Commercial, Farm and Ranch, Short Sales and Residential Re-Sale. She has helped hundreds of families from all over the world realize their homeownership goals.
Madison is quoted saying, “I strive to demonstrate the highest level of integrity and commitment, and bring a little fun into every transaction. I have lived in DFW my entire life and I love our tight-knit community here. As a Dallas Fort Worth Native, I have been able to witness each city’s transformation over the last 3 decades, the history that has taken place as well as what the future holds for each pocket in town through new development, gentrification projects, neighborhood values and how each avenue has and will continue to effect the present and future of home values.”
Connect with her on IG: instagram.com/themadisonniles
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This is another episode in our series with the subject matter experts at Freddie Mac Single-Family, and the guest today is Scott Reuter. In this episode we talk about how to get appraisals adjusted based on current market conditions, what changes need to be made to existing appraisal model to be sustainable, and the emerging technology tools that make appraisal values more accurate.
Scott Reuter is the Chief Appraiser and Director of Property Valuation for Freddie Mac’s Single-Family Risk Management division. He is a state certified-general appraiser with over 35 years of experience in valuation, appraisal and collateral risk management concerns. His team leads the ongoing development and refinement of property valuation risk management strategies, underwriting products, and establishing and maintaining a credible quality assurance process across multiple lines of business support.
Scott was recently recognized as the CRN (Collateral Risk Network) 2021 Valuation Visionary and was a recipient of GE’s prestigious Americas Award for Outstanding Contribution to the Business. He holds a B.A. from The Ohio State University and has completed the executive leadership program at Cornell University’s Johnson School of Business. Prior to Freddie Mac, he held management positions with Bank of America, Goldman Sachs and GE.
To learn more about Freddie Mac Single Family: www.FreddieMac.com
Freddie Mac's Collateral Valuation Page: bit.ly/3RRVJxF
Freddie Mac Market Conditions Article: bit.ly/3IU7VtR
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In this episode I chat with a good friend of mine, Sam Parker aka My Credit Guy, and in this episode we discuss: credit myths that could keep your clients from buying a home, recent updates in credit reporting with the bureaus, and how to use credit repair to create and convert more leads into closed deals.
Sam Parker is the Founder & CEO of My Credit Guy. He has over 18 years of experience in the credit repair business, as well as a go-to expert who speaks at industry events and webinars for people all over the country. Sam has been a key player in bringing quality and integrity to a fragmented industry, and has created a credit-repair company second to none. After working for companies and recognizing widespread shortcomings in the industry, Sam started My Credit Guy with a commitment to do more than just increase credit scores. His commitment is to educate clients and help set them up for success. His passion for the industry is also seen by the guidance he provides mortgage and real estate professionals, by helping create success in their business through focusing on technology-driven platforms.
Learn more about My Credit Guy: www.mycreditguy.com
Connect with Sam Parker on Facebook: www.facebook.com/mcgsamparker
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In this episode I chat with a good friend of mine, Danny Horanyi. He and I discuss .
Danny Horanyi is the Chief Strategy Officer at Celebrity Home Loans, Co-Creator/ Division President at NEO Home Loans, and Co-Creator/Coach at Triibe Coaching. Danny has been making an impact in the industry for 19 years with an impressive lifetime origination volume over $2 Billion! Formerly ranked in the top 5 originators in the nation by volume, Danny's leadership and expertise have had a profoundly positive impact on the lives of his employees, business partners and colleagues.
Learn more about Danny: www.NEOhomeloans.com & www.TriibeCoaching.com
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In this episode, I have a conversation with a new friend Taylor Ellard, and we have a conversation about easy ways to create & repurpose content in short time blocks, how to create conversations & attention with engagement, using certain social platforms to find your target audience.
Taylor is the National Business Development Specialist & host of the Lending Forward Podcast at Atlantic Bay Mortgage Group. She has spent the last seven years in the lending industry growing mortgage bankers and their business, finding growth from social and digital media strategies, to enhance the relationships with their agents. She's focused on the power of relationships, connection and engagement.
Taylor launched the Lending Forward podcast as weekly podcast bringing raw stories from real people in of the mortgage industry. She covers what's next in lending, forward-thinking and reflecting on lessons learned from Mortgage Bankers, Realtors, Financial Advisors, Coaches and more!
Check out her podcast Instagram @lending_forward & listen on any major podcast platform.
If you are enjoying the podcast, please take a second and LEAVE US A REVIEW and don't forget to connect with us on social media!
Roland Cochrun is an entrepreneur, coach, and hosts a live event for mortgage professionals who are bored with their current life and want to become excited again by doing work that matters.
Roland has built businesses, sold businesses, retired young, and traveled the world. Despite his financial success, he always felt like his life wasn't good enough. He tried books, conferences, coaches, and even therapists. Even though things got better, it wasn’t enough for him to just feel happy with who he had become.
Roland learned that his desire for more, which is in all of us, is part of our design. A design that motivates us to keep searching for more success, more connection, more freedom, and more impact. It isn’t a goal or a place, it’s a way of being fulfilled. Through this journey he created the InDesign system.
CHECK OUT the Branding Webinar replay: rolandcochrun.com/brandclass/replay
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In this episode I have conversation with Srijana Giri, and we talk about the digital evolution of income and asset verification tools, ways data can expand access to credit for borrowers, and how to be more productive & profitable leveraging technology.
Srijana Giri is a Senior Director of Risk Analytics on the Credit Innovation and Analytics team at Freddie Mac's Single-Family Risk Management division. She is responsible for driving innovation activities that support Freddie Mac’s Automated Underwriting Risk Assessment, Loan Product Advisor® (LPASM) and Asset and Income Modeler (AIM) tools with partners and clients.
Srijana has over 15 years of experience in the mortgage and housing industry, and has an MBA and undergraduate in computer science. Prior to Freddie Mac, she held positions implementing software solutions in the healthcare, education and mortgage.
Learn more: www.FreddieMac.com
Follow on Twitter: @FreddieMac
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In this episode I talk with Casey Knowles. We chat about about what it takes to create a 7-figure income as a Loan Officer, how to get laser focused and stay highly productive throughout the day, and the importance of collaboration with people who have different strengths.
Casey Knowles is Mortgage Broker at Ticket Mortgage and host of the ReloLO show on YouTube. Casey has started over multiple times over the last 2 decades. He's has proven that you can get into the top 1% in record time by following a proven model, which he recently did while filming the ReloLO Show. Casey ranked #4 as a broker in Colorado in the first fiscal year in a new state and then repeated his process on camera to document his ways.
Connect with Casey on Instagram: instagram.com/reloloshow
Connect with Casey on Facebook: facebook.com/casey.knowles.58
If you are enjoying the podcast, please take a second and LEAVE US A REVIEW and don't forget to connect with us on social media!
In this episode I talk with my good friend and mentor Todd Duncan. He and I talk about creating exponential growth by serving and valuing people, the shift from being a salesperson in business to being in business as a salesperson, and whether elite sales skills are gifts or skills that can be learned.
According to CNN, Todd Duncan is “the Tony Robbins of the mortgage industry.” He is the world’s #1 authority on Sales Mastery, equipping people with strategies around growth, relationships, performance, business and life transformation. Todd built a successful real estate and mortgage business, before committing his life to help others do the same. An author of 17 books, and no stranger to the New York Times bestseller list, Todd helps people fall in love with their life by maximizing their efficiency, compensation, earning what they’re truly worth.
Download the FREE High Trust playbook: toddduncan.com/hightrustinterview
Order the NY Times best-seller "High Trust Selling": toddduncan.com/product/product_high-trust-selling
Register for Sales Mastery: toddduncan.com/sales-mastery/
If you are enjoying the podcast, please take a second and LEAVE US A REVIEW and don't forget to connect with us on social media!
In this episode I talk with Kelly Rogers about the ways mortgage professionals can create opportunities in today's changing market, how to become a connector in the community to develop more relationships, and the importance of creating margin in life to invest in yourself, your family and your clients.
Kelly Rogers is a Collaborator, Influencer, Visionary, and Strategist. She believes in embracing 'The CEO Mindset' in your business and life. She is intentional in sharing the strategies of success in a relational world. Kelly currently serves as Regional Leader for Movement Mortgage leads with the same passion that made her one of the top Loan Officers in the country. She is intent on serving alongside her teams, in making a significant impact in their lives, along with the people and communities they serve.
Connect with Kelly: instagram.com/realkellyrogers
If you are enjoying the podcast, please take a second and LEAVE US A REVIEW and don't forget to connect with us on social media!
In this episode I sit down with Randell Gillespie, my boss at Thrive Mortgage, near the end of our Thrive 2022 Summit in Austin, TX last month. We talk about some of the issues that our industry is face with today, and how LO's, branches, and companies can set themselves apart in a crowded industry. We also break down the best ways to use automation and technology without replacing relationships or becoming too transactional.
Randell Gillespie is the National Sales Manager for Thrive Mortgage, one of the most recognizable brands and innovative lenders of this modern era of mortgage lending. Randell has a wealth of experience and relationships from over 30 years in the business, and says it starts with his love of the mortgage business and still remembers his first client he helped get into their dream home. He is an inspirational leader and execution-focused strategic planner and strives to “pay it forward” from those who have invested in his career.
After serving with distinction in the Marine Corps for 4 years, Randell served on his local City Council and ultimately joined the mortgage industry as a Loan Originator, where he earned Rookie of the Year. He was soon given the opportunity to run a branch and built it to the number one lender in the market. He was promoted through the ranks in Area, Regional and Divisional roles covering markets all throughout the US. His most prized recognitions have come from notes from teammates that share appreciation for developing them into stronger professionals and inspiring them to greater performance. He is a grateful husband and father of 9 children who have gone into ministry, medicine and music education.
Connect with Randell here: linkedin.com/in/randellgillespie & learn more about Thrive Mortgage here: thrivemortgage.com
If you are enjoying the podcast, please take a second and LEAVE US A REVIEW and don't forget to connect with us on social media!
In this episode Dan Habib breaks down the financial & housing markets in one of the most informative MME podcast episodes. We talk about what the Fed is doing to control inflation and how their actions affect mortgage interest rates; the housing supply & consumer demand outlook for 2022; and how to understand & capitalize on cryptocurrency, blockchain, and NFT's right now.
Dan Habib is the Executive Vice President & one of the founders of MBS Highway, and has 18 years of experience in the mortgage industry. He was recently named one of the "40 Most Influential Mortgage Professionals Under 40" in the US by National Mortgage Professional Magazine, and has been presented with HousingWire’s “Rising Star” award, which acknowledges young leaders in the housing industry.
Dan previously worked at Mortgage Market Guide where he created & managed the sales team, and worked at Morgan Stanley as a Financial Advisor where he was a member of the #1 ranked Barron’s financial advisory team in NJ. Dan has been a student of technical analysis over his entire career and has a passion for the Crypto and DeFi space. He recently created a company called CryptoCharged, designed to educate investors on the Crypto Markets to make better informed investment decisions.
MME podcast listeners can get 50% OFF at www.cryptocharged.com by using the promo code: MME
If you are enjoying the podcast, please take a second and LEAVE US A REVIEW and don't forget to connect with us on social media!
In this episode I talk with a new friend, Chad Earnest. We talk about how the industry has changed, as well as successful origination habits using today's technology, finding specific & effective value propositions, and content practices that keep people's attention.
Chad Earnest is a 15-year experienced mortgage professional as an originator, branch manager, area manager and regional. He currently serves as VP of Production at Synergy One Lending. He is a video guru that hosts video content on earnestmoney.com. Learn more about Chad Earnest and connect with him on social media:
Facebook: www.facebook.com/chadearnest.money
LinkedIn: www.linkedin.com/in/chadearnestmoney/
Instagram: www.instagram.com/_earnestmoney/
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In this episode I talk with Kevin Kauffman from Freddie Mac Single Family. We chat about a lot of topics related to the industry and how things have changed, including: the future of automated valuations for collateral, whether or not we're headed towards another housing bubble, and how changes in technology can create efficiency.
Kevin Kauffman is the Vice President of Client & Partner Delivery at Freddie Mac Single-Family division. He and his team oversee Freddie Mac’s client and partner engagement strategy, including the optimization of Freddie Mac’s business capabilities throughout the mortgage ecosystem. His responsibilities also include collaborating with sellers to help them best integrate and adopt Freddie Mac products and services and overseeing the distribution of Freddie Mac products and services through partner providers.
Kevin’s career has spanned more than 20 years in both mortgage operations and technology. He gained a deep understanding of the loan manufacturing process in the primary mortgage market and combined his experience with building and marketing cutting edge end-to-end mortgage technology. His previous work experience includes various leadership roles with Citi, Chase, FIS, and Fannie Mae.
If you are enjoying the podcast, please take a second and LEAVE US A REVIEW and don't forget to connect with us on social media! MME is a founding member of the Industry Syndicate Podcast Network!
In this episode I team up with my good friend and social media guru, Coach Kyle Draper, as we participate in Pod-a-Palooza to support the non-profit S.O.M.E. (So Others Might Eat). While helping spread awareness and raise money for the charity, we cover a lot of topics relevant to mortgage and real estate professionals, including: becoming more attractive on social by focusing on leadership over sales, how engagement trumps the ROI of content, and navigating what to post by viewing it through the "coffee filter".
Kyle Draper's mission in life is to leave people better than he finds them by helping Realtors and Lenders discover and leverage their personal stories and experiences to attract people and build their business. He prides himself on not just teaching about social media, but empowering people to see themselves differently and recognize that we are all doing better than we give ourselves credit for. Kyle is a former youth pastor, turned roofer, turned entrepreneur, now social media expert. He is also a certified speaker, teacher, and coach with the John Maxwell Team. He is passionate about Jesus, his wife (Lana), and his children (Harrison & Everly).
Learn more about Kyle Draper by going to: www.kyledraper.com/
If you are enjoying the podcast, please take a second and LEAVE US A REVIEW and don't forget to connect with us on social media! MME is a founding member of the Industry Syndicate Podcast Network!
In this episode I finally have my good friend, and Thrive colleague, James Duncan on the podcast. We cover a lot of topics relevant to mortgage and real estate professionals, specifically: the importance of having a fresh perspective in the industry over the next few years, techniques to expand borrower rate questions into broader conversations about meeting their needs, and how to create content that is more relevant to consumers by showing them benefits and not just features.
James Duncan is the Director of Marketing & Engagement at Thrive Mortgage and a long-time veteran of the Real Estate industry. He got his start working for a custom home builder in 2004 in Central Texas. During that time, James also earned his Realtor’s license and worked with homeowners, investors, and builders all over the Austin area. In 2012, he transitioned to the Mortgage industry. Leaning heavily on his experience as a former High School Teacher, James quickly advanced through the ranks as a Trainer, Coach, and Curriculum Developer for Thrive Mortgage. In addition to teaching and curriculum development, his expertise in leading Sales & Marketing initiatives led to his appointment as the head of all Marketing Operations for Thrive in August of 2018. Since that time, the Marketing Division at Thrive Mortgage, as well as the company itself, has seen incredible growth and brand recognition becoming known as one of the most innovative, forward-thinking, and resourceful departments in the industry. James is husband to a rock star Cardiac Cath Lab Nurse (Dalawna), father to two teenage boys (pray for him), and a proud graduate of Baylor University.
Learn more about James Duncan by going to: mortgage-teacher.com
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In this episode I catch up with my good friends from the Brokers and Booze Podcast: Bill Yates, Chris Ward, and Nick Sowers. We talk about the number one way to build wealth for the majority of Americans, how to organically start a podcast and create content, and ways to invest in the current real estate market like an investor.
Bill Yates, "The Professional", is the Broker-in-Charge of Sands Realty and the Property Manager-in-Charge of Sands Resort, which includes leading sales, managing rental properties, and operating a full-service real estate company. He graduated from Eastern Michigan University in 2008 and started his own real estate brokerage in 2015, Sands Realty, LLC. He participates in many local charities and enjoys water sports, snow skiing, and playing music in his free time.
Chris Ward, "The Producer", continues to recruit and strengthen real estate agents in both South Carolina and North Carolina after graduating from Coastal Carolina University in 2003 and opening a real estate sales division off his father's small rental company in North Myrtle Beach and expanding the rental and sales divisions into their respective successful companies. His entrepreneurial pursuits including reaching into the fitness, insurance, and software development industries.
Nicholas Sowers, "The Provocateur", is a key partner or leader of various businesses in the fields of real estate, insurance, and fitness. He graduated from Shepherd University with a degree in Accounting & Economics and earned a Graduate Banking degree from Louisiana State University. His leadership has helped build some of the most respected companies in the Myrtle Beach area and beyond. Nick enjoys working with business owners to improve their companies through innovative growth and marketing strategies, as well as sharing his knowledge through speaking and panel discussions.
Learn more about Bill, Chris, Nick and check out the Brokers and Booze podcast: brokersandboozepodcast.com
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In this episode I chat with my new friend Mike Ciorrocco aka C-Roc. We talk about how yourself up for success using the 4 P's, how to gain the attention you want from partners with the 3 C's, and how to leverage and multiply your time using the 4 M's.
Mike “C-Roc" Ciorrocco is the Co-Founder of Blooprinted, best-selling Author of Rocket Fuel, and the powerhouse behind the "What Are You Made Of?" Podcast. He is a performance coach, author, dynamic public speaker, visionary and thought leader. He was featured twice by Yahoo! Finance as one of the “Top Business Leaders to Follow” in 2020 & #1 on the list of “Top Mortgage Professionals” in 2020.
No stranger to setbacks himself, C-Roc built a highly successful mortgage division with his best friends, twice! Whether it is his business partners, employees, clients or anyone looking to excel at their business, personal life or develop a winner’s mentality, C-Roc is ready for the challenge.
Get a copy of "Rocket Fuel" on C-Roc's website: mikecroc.com/book846740 and learn more about his company Blooprinted at: www.blooprinted.com/home
4 P's: Promote, Process, People, Profit
4 M's: Model, Mimic, Master, Multiply
3 C's: Clarity, Commitment, Consistency
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In this episode I have an intriguing conversation with Michael Bradley from Freddie Mac Single-Family. He and I talk about how COVID has affected our day-to-day business practices, the future of AI in the mortgage industry, and the strategy Freddie Mac uses to implement the massive amounts of data they received.
Michael Bradley is Senior Vice-President in Freddie Mac’s Single-Family Division, which provides liquidity, stability and affordability to the nation’s residential housing markets. Michael is responsible for setting the modeling and analytics strategy, as well as positioning Freddie Mac to become the best credit guarantor. He’s been a senior executive with other companies like Citigroup and CoreLogic, and bachelor’s, Master’s & Doctorate in Economics. Michael holds a Bachelor of Science in economics from the University of Delaware and a Master of Science and a doctorate, both in economics, from the University of Illinois. For more information, please visit www.FreddieMac.com and follow on Twitter @FreddieMac
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In this episode I have a cool conversation with a great friend of mine, Mark Perkins. He and I chat about expectations in the real estate industry today, the payoff that comes from committing to the unknown, and how to achieve massive success by focusing on fundamentals.
Mark Perkins is the CEO & Principal Broker of Pivot Realty Group, Commercial value-add real estate investor, and host of "The Necessary Entrepreneur" podcast. Mark has built one of the fastest-growing real estate companies in the US, based in the Cincinnati, OH area. His relentless drive and passion for changing the lives of his agents has fueled the company to over 100 agents across multiple states. He created a podcast that inspires industry professional to shape their own futures by taking action and making the leap into entrepreneurship, one interview at a time.
Check out "The Necessary Entrepreneur" podcast www.thenecessaryentrepreneur.com/ and follow him on IG @markperkinsprg
If you are enjoying the podcast, please take a second and LEAVE US A REVIEW! MME is a founding member of the Industry Syndicate Podcast Network - check out the entire line-up on our website!
In this episode I chat with the ZillowKiller himself, James Rembert. He and I talk in depth about how to get leads by focusing more on conversations, leveraging attention by using video to answer questions, and weaponizing the industry to so not be easily taken advantage of!
James Rembert, Founder of DigitalNatives Inc & The ZillowKiller brand, is a talented designer and trained marketing strategist who began his journey as a licensed Realtor in New Jersey. His natural transition to marketing and advertising was birthed out of the misleading and confusing information offered to the real estate industry. That made it difficult for Realtors to generate quality leads for their real estate business. While setting out to solve the puzzle of lead generation for his own business, James was able to change the landscape of the real estate marketing industry by not only making lead generation easier to understand but also making it accessible.
Find out more about James at www.jamesrembert.com/bootcamp and follow him on social www.facebook.com/groups/zillowkiller
If you are enjoying the podcast, please take a second and LEAVE US A REVIEW! MME is a founding member of the Industry Syndicate Podcast Network - check out the entire line-up on our website!
In this episode I talk to one of the real estate industry's best marketing minds Grant Wise. Grant and I talk about attracting the right kinds of clients without just selling yourself, why it's important to build out your own systems and processes, and how to frame the metrics in the way that leads to more success!
Grant Wise is the President & Co-Founder of Witly, an automated advertising platform for Real Estate Professionals. Grant is known to be a maverick leader and an innovative marketing strategist unafraid to lead companies in new directions. He helps companies implement systems to generate leads, build their brand, and convert more customers through marketing and sales automation. Grant currently works with over 3500 businesses from single agents to large scale teams in Real Estate, Mortgage, Investing, and Title.
Check out Grant's website www.Witly.net or follow him on Instagram @likegrantwise
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This is a special episode because it is the very first MME podcast episode recorded LIVE on social media! The guest is one of my best friends Rene' Rodriguez and I recorded it live in honor of his upcoming event AMPLIFII Live on August 19th in Las Vegas. In addition to being a close friend, he's also one of my mentors, and has been one of the most impactful people in my life. Rene and I talk about influence; what it is, how to use it to amplify your business, and also ways to find your "why" so that you can better connect with people.
René Rodriguez is entertaining, but he is NOT an entertainer. His clients describe him as “powerful”, “thought provoking”, and “authentic” & his engaging speaking style, backed by his scientific approach, makes him a top-rated speaker at every event. For the last 20 years, René has researched and applied behavioral neuroscience as a dynamic keynote speaker, leadership advisor, world class sales expert, and renowned speaker coach. He believes that we are only scratching the surface of what is possible and that every profession can benefit from fully engaging human mind/brain. He has trained over 100,000 people, he’s 2x TEDx speaker, he’s one of the most sought-after leadership & influence training specialists for Fortune 500 companies, he’s shared the stage with the likes of Tony Robbins, George W. Bush, Magic Johnson, Ken Blanchard and many more.
Check out Rene's content on his website www.SeeReneSpeak.com and register for one of his events atwww.AmplifiiMyLife.com
If you are enjoying the podcast, please take a second and LEAVE US A REVIEW! MME is a founding member of the Industry Syndicate Podcast Network - check out the entire line-up on our website!
In this episode I talk with friend and UK mortgage expert Gary Das. He and I talk through social media and content creation strategies, and how to convert fans and followers online into actual clients and customers in your database.
Gary Das is an award-winning entrepreneur, best-selling author, speaker, podcaster and mortgage broker in the UK. He founded Active Mortgage, an award-winning mortgage brokerage, and helps self-employed business owners and entrepreneurs to buy and invest in property. He is a Performance Coach to over 170 financial services professionals helping develop their knowledge to build a more successful financial services business.
Learn more about Gary Das by visiting his website www.GaryDas.com and check out his "Financial Pro Podcast" mortgagepropodcast.libsyn.com
If you are enjoying the podcast, please take a second and LEAVE US A REVIEW! MME is a founding member of the Industry Syndicate Podcast Network - check out the entire line-up on our website!
In this episode I chat with repeat MME podcast guest, and my great friend, Todd Duncan. We discuss the current state of industry, how to stand out to become an agent’s top referral partner, and how to build your business into an elite practice. He offers tactical action steps and on how to surpass our previous business & personal successes and no longer just waiting to respondto the ever-changing economy.
Also listen & learn about the upcoming 4-hour livestream event on July 22nd for both agents and lenders called IRREFUTABLE! Leran more about the event and get 50% OFF tickets HERE: linktr.ee/irrefutable
Todd Duncan is a Sales & Leadership Entrepreneur with over 5 million students worldwide, and the #1 authority on High Trust. Todd is the Founder & CEO of The High Trust Company, and is a highly sought-after national speaker. Todd has hosted Sales Mastery which is the longest running event in the mortgage industry, hundreds of thousands of attendees in the last 25 years. Todd was in the top 1% of mortgage originators in the US by the time he was 27, and financed over 5,000 transactions in his first 12 years. He has authored 17 books, including 2 NY Times best-sellers, and has been featured in the NY Times, Wall Street Journal, LA Times, SUCCESS Magazine, FOX, CNN and many other media outlets.
Learn more about Todd by visiting his website: www.toddduncan.com and LISTEN & SUBSCRIBE to his podcast: soundcloud.com/user-959964772
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In this episode I chat my new friend Conor Murnane. He and I discuss everything from the growth of Tesla and the rise of content marketing on social media, to Clubhouse and whether or not we should be scared of platforms like Zillow.
Conor is a Strategic Business Advisor with Zillow who helps real estate professionals leverage the internet to sell more homes. His strategies have allowed him to work with and for the top teams and agents in the real estate industry, proving successful results in his personal and professional life. With more than a decade in the business, Conor is determined to help others grow their success by documenting his lifestyle and practices through articles, podcasting and other social media outlets. His content includes tech trends, investing, fitness, real estate strategies and his life in San Diego where he lives with his wife and three children. Follow him on Instagram: @conor_murnane
Don’t forget to REGISTER for the 4-hour Livestream event IRREFUTABLE! For 50% OFF click here: linktr.ee/irrefutable
If you are enjoying the podcast, please take a second and LEAVE US A REVIEW! MME is a founding member of the Industry Syndicate Podcast Network - check out the entire line-up on our website!
In this episode I sit down with a true Real Estate Titan, Greg Fowler. We talk about how to attract new Realtor referral partners, the power of re-targeting for your marketing efforts, and some of the tried-and-true methods for marketing your business and attracting attention.
Greg Fowler is the Founder of Lion Bolt Media, Host of the Real Estate Titans podcast, Creator of Digital Lightning Master Course, and Moderator of Lab Coat Agents. With over 17 years in the sales and digital marketing space, Greg works closely with his clients to help grow their businesses by leveraging the most cutting-edge technology and digital marketing solutions from around the world. Greg has become one of the foremost experts in real estate technology, tools, and trends. His dedication to constant education and research has enabled him to help countless real estate professionals across the country become top producers and accelerate their overall growth in real estate to the highest levels. Ambitious, passionate, and loyal, Greg has left an indelible mark on the industry and won over many fans and clients impressed by his digital marketing knowledge, energy, and professionalism. Follow Greg on social: @gregfowlerco @LionBoltMedia @RealEstateTitansLive
If you are enjoying the podcast, please take a second and LEAVE US A REVIEW! MME is a founding member of the Industry Syndicate Podcast Network - check out the entire line-up on our website!
In this episode I have an incredible conversation about content creation and social media with one of the best in the game, Kyle Draper. We cover talk about everything from audio content through podcasting and Clubhouse, to the how-to about video and why it's still one of the most powerful tools for building a big business. Kyle shares tactical tips on using video and social media to grow, and we peel back the layers to go a little deeper into the mindset side of marketing and building a strong personal brand.
Kyle Draper a social media coach, National Speaker and host of the “The Social Media Mindset” which was recently released last month and has already made it into the top 150 on the Business Marketing lists in the US and Canada. Kyle helps mortgage and real estate professionals make money without spending money on ads, by coaching out to grow their social media organically. Find him on social: @coachkyledraper & check out his website: www.kyledraper.com
If you are enjoying the podcast, please take a second and LEAVE US A REVIEW! MME is a founding member of the Industry Syndicate Podcast Network - check out the entire line-up on our website!
In this episode I sit down with Dave Sims to talk about ways to scale mortgage production through automation and what the right metrics are to focus on to win in today’s market.
Dave Sims is the Founder & CEO of Floify, and as a veteran fintech software engineer, one of his many passions is identifying inefficiencies within industries and developing technology solutions that streamline common workflow processes and alleviate IT security concerns. After developing and launching Flux, a software platform designed to manage file transfers and batch processing workflows for the banking and finance industries, Sims' focus later transitioned to the mortgage space. Having been inspired by his personal experiences with acquiring a mortgage, Sims set out to build a solution that would not only enhance the security of exchanging and managing sensitive borrower documents, but also make the process far more efficient.
Floify, the industry’s leading mortgage automation platform, was the outcome of this effort.
Since launching Floify in 2013, Sims has led his company from a simple self-funded and customer-funded concept into a robust loan origination solution that now supports more than 2,000,000 users via mobile and cloud-based digital mortgage offerings. Sims continues to lead his robust team of software engineers, security experts, account executives, marketing professionals and other staff, and explore new partnerships with fellow industry leaders to ensure the solutions his company develops remain on the leading edge of technology. Check out the Floify platform: floify.com/ or on social media: facebook.com/floify
If you are enjoying the podcast, please take a second and LEAVE US A REVIEW! MME is a founding member of the Industry Syndicate Podcast Network - check out the entire line-up on our website!
In this episode I get to chat with my good friend, and fellow Industry Syndicate founding member, Justin Konikow. He and I chat about his meeting-turned-relationship with Ryan Serhant, and how to initiate conversations to create genuine relationships. He also shares about showing people they matter creatively, the game changer of good morning routines, and how to absorb the Clubhouse experience to reshape and redefine yourself and your business.
Justin Konikow is the one of the owners of Prime Real Estate Brokerage & Prime Media Productions. He founded those businesses with his wife with the intent of turning the industry upside down and coming at things from a completely fresh perspective. Using his platform and networks for the brand, he quickly became one of the biggest household names in Real Estate with over 100 million in sales last year alone and being involved in over 250+ transactions. Their Media company’s content production focuses on branding and sales & creates videos, podcasts, visuals, and articles; and have collaborated with some of the biggest names in business. Connect with him on social: @justin.konikow
ALSO, to get updates about the MME podcast, marketing tips, and to TEXT with me directly, shoot a message to: 214-225-5696!
If you are enjoying the podcast, please take a second and LEAVE US A REVIEW! MME is a founding member of the Industry Syndicate Podcast Network - check out the entire line-up on our website!
In this episode I have a conversation with my friend Shannon Milligan, and we talk about the power of nostalgia in content, why to invest in rookie real estate agents, and what it takes for Realtors to trust you with their clients. She gives incredible advice on what to implement, and specific daily activities, to reach new levels of success.
Shannon Milligan is an Associate Broker & Owner of RVA Home Team with eXp Realty. As a “40-something” and social media loving Richmond Realtor, Shannon has a passion for marketing and relationship building while utilizing video to create stories than resonates with potential clients. When Shannon is not selling real estate, you will find her building connections with fellow agents across the country as a co-founder of the successful Snap-pack Real Estate and Marketing Media Group on Facebook, and co-founder of REMM, a marketing mastermind for Realtors.
Shannon is also a National Speaker having spoken at Inman, Virginia Association of Realtors, and on Live Video in Real Estate. She received the Video Star Award at eXp in 2017 and 2018, and was named, "19 Real Estate SnapChatters You Can't Help But Watch" by Inman News. She’s been featured on numberous podcasts and social media shows. Follow her on social media: @RVAHomeTeam and visit her website: www.rvahometeam.com
ALSO, to get updates about the MME podcast, marketing tips, and to TEXT with me directly, shoot a message to: 214-225-5696!
If you are enjoying the podcast, please take a second and LEAVE US A REVIEW! MME is a founding member of the Industry Syndicate Podcast Network - check out the entire line-up on our website!
In this episode I talk with NYC luxury real estate broker Sean McPeak. We discuss innovative selling strategies in today's market environment, ways to solidify referral partner relationships with agents, and how close we are to cryptocurrency and tokenization of properties in real estate.
Sean McPeak is the Founder of the McPeak Team at SERHANT in NYC, with over 11 years of experience working on globally recognized teams in the high-end luxury sector. He has sold more than a half-billion dollars in resale and new development property, and he has a successful track record of negotiating some of NYC’s priciest listings. His keen perspective, professionalism, and commitment make him a trusted authority when guiding his clients during turbulent deals and markets. He is adaptable to specific client needs and goals, and he is attuned to the many personal, financial, and logistical challenges that go into any sale.
Sean continues to innovate at SERHANT through his work on new development projects, helping developers adapt to the evolving marketing landscape and reach their ideal customers around the world. Developers seeking to take their properties in a new direction rely on Sean for his novel use of experiential marketing, social media, and digital channels to increase visibility and traffic. To learn more about Sean, follow him on Instagram @sean_mcpeak or go to: https://solo.to/mcpeak/
ALSO, to get updates about the MME podcast, marketing tips, and to TEXT with me directly, shoot a message to: 214-225-5696!
If you are enjoying the podcast, please take a second and LEAVE US A REVIEW! MME is a founding member of the Industry Syndicate Podcast Network - check out the entire line-up on our website!
In today’s episode I have a conversation about making an impact on social media with my new friend and growth powerhouse, Giselle Ugarte. We discuss common misconceptions about Clubhouse; the availability of free, live master classes; and being intentional with objectives when using social media. You’ll also hear about keys to building connections, how to have an impact on strangers who have never heard of you, and the importance of getting serious about using Clubhouse.
Giselle Ugarte is the Founder & CEO of Action-Forward, an online performance firm created for influencers, entrepreneurs and thought leaders who want to use the power of social media to amplify meaningful business and communities. Giselle is a marketing director, motivational speaker, performance coach, and connects with hundreds of people a day as a social media influencer on Clubhouse, TikTok and Instagram.
Giselle has a background as a radio personality, a television host and, at one point, a full-time blogger. She has held many roles, and often wears a lot of hats, but her mission is always the same: to give the advice, strategy, and tools to help your business grow. For more information about Giselle, go to giselleugarte.com & use @giselleugarte to find her on social media.
REGISTER FOR THE “THE SOCIAL BOSS LADY” event here: thesocialbosslady.eventbrite.com
ALSO, to get updates about the MME podcast, marketing tips, and to TEXT with me directly, shoot a message to: 214-225-5696!
If you are enjoying the podcast, please take a second and LEAVE US A REVIEW! MME is a founding member of the Industry Syndicate Podcast Network - check out the entire line-up on our website!
In this episode I have my good friend Brian Covey as a guest, and he and I discuss the need for companies to implement new business models after the changes in business practices COVID required this past year. We focus on what specific branches should have for their teams and integrating modern life into modern business. We also get into the details of leadership, community, culture, and blending them into social media to acquire the connections you want.
Brian Covey is a Regional VP at loanDepot and is very passionate about being part of a championship team, equipping those individuals with the tools to excel, leadership development & leading change in our industry. Growing up in Memphis, TN his love for the sport of soccer led him to travel the world, compete at the highest levels & experience so much that has shaped Brian into the husband, father & leader he is today.
He started the Brian Covey Show podcast in 2020 to connect amazing people in his network to share their stores of overcoming adversity & setbacks and turning those into wins on & off the field. This led to Brian’s book “Conversations with Covey” being published, highlighting some of his favorite guests packed with inspiration, hope & actionable steps to help people win their game in life no matter where they are. Brian is also a member of the Forbes Real Estate Council & serves on various committees. He has an amazing wife & 3 awesome kid. He also enjoys playing & coaching soccer & working out at Iron Tribe Fitness. For more about Brian, connect with him on Instagram @thebriancovey or check out his website: www.thebriancoveyshow.com
ALSO, to get updates about the MME podcast, marketing tips, and to TEXT with me directly, shoot a message to: 214-225-5696!
If you are enjoying the podcast, please take a second and LEAVE US A REVIEW! MME is a founding member of the Industry Syndicate Podcast Network - check out the entire line-up on our website!
In this episode I get to talk with Lou Diamond about the value of consistent communication patterns, how to use communication bridges to connect with people & getting your message across without wasting others' time.
Lou Diamond is the Master Connector. He has over a quarter century of experience in sales, relationship management, business development and leadership coaching. He is an international keynote speaker, consultant, leadership & performance mentor, best-selling author, podcast & TV host and CEO of Thrive, helping businesses, top performers and brands thrive through the power of connecting. For more info go to: www.thriveloud.com & www.loudiamond.net
ALSO, to get updates about the MME podcast, marketing tips, and to TEXT with me directly, shoot a message to: 214-225-5696!
If you are enjoying the podcast, please take a second and LEAVE US A REVIEW! MME is a founding member of the Industry Syndicate Podcast Network - check out the entire line-up on our website!
In this episode I have a conversation with Steve Castaneda and we talk about what mortgage & real estate pros can learn from tools in other industries, what kind of expectations clients have during the process, and how practice and preparation can maximize results.
Steve Castaneda has been in the real estate and mortgage industry since 2004, closing $60M in volume in 2020 with just a single assistant. He has always built tools to improve efficiency and attributes his much of that to his latest project, Mortly.
Mortly is a tool that helps loan offers generate mortgage quotes in 30 seconds or less. Mortly features built-in public county records for property research, one-click mortgage insurance rates, and refinance comparisons to quickly generate easy-to-explain mortgage scenarios for customers. Check out the website: www.mortly.com
Take 5 minutes to explore MGIC’s Loan Officer Hub: bit.ly/2NNgGKA
ALSO, to get updates about the MME podcast, marketing tips, and to TEXT with me directly, shoot a message to: 214-225-5696!
If you are enjoying the podcast, please take a second and LEAVE US A REVIEW! MME is a founding member of the Industry Syndicate Podcast Network - check out the entire line-up on our website
This episode is a unique conversation that I get to have with former mortgage fraudster & current true crime writer, Matthew Cox. We discuss how he went from mortgage broker-owner to being convicted to almost a quarter of a century in prison! He shares details on how he was able perpetrate one of the largest mortgage frauds in history; his perspectives on life before, during and after prison; and what we should be prioritizing in our lives and businesses.
Matthew Cox is a former mortgage broker & convicted fraudster. He falsified documents to make it appear that he owned properties, and then fraudulently obtained several mortgages on them for 5-6 times their actual worth. He acquired millions of dollars during his crime spree across the southern and southwestern US, eventually landing him on the United States Secret Service's Most Wanted list.
Matthew was arrested on November 16, 2006, indicted on 42 counts of fraud, and was sentenced to 26 years in prison. His sentence was later reduced to 15 years, and has was released in July 2019 after 12.5 years. His story has been featured on Dateline NBC, CNBC’s American Greed, as well as in Fortune magazine, Bloomberg, Businessweek, Playboy magazine, and many other media outlets.
Matthew is currently a painter and true crime writer, and he wrote a personal memoir titled "Shark in the Housing Pool” and sever other true crime books currently available on Amazon. Check out his titles on Amazon here: amzn.to/37kmiGl
ALSO, to get updates about the MME podcast, marketing tips, and to TEXT with me directly, shoot a message to: 214-225-5696!
If you are enjoying the podcast, please take a second and LEAVE US A REVIEW! MME is a founding member of the Industry Syndicate Podcast Network - check out the entire line-up on our website!
In this episode I chat with a new friend from Australia, that I recently met on Clubhouse, Jackson Millian. We chat about how Clubhouse is changing the social media landscape; the importance of shifting focus from vanity metrics to long-term relationships when using social media to build your business; and creating a benchmark of earning $400,000, 4 days/week, 44 weeks/year, and building fast-tracking your way to $4 million in net worth!
Jackson Millan, The Wealth Mentor, has spent the last 14 years helping service businesses understand the language of money and manufacture financial freedom for themselves and their families. He has successfully helped over 1,000 clients build in excess of $1.2 billion in combined wealth and has scaled multiple 7-figure businesses. He is a master of helping business owners make money work for them and turn their business profit into personal wealth. Check out his free resources: shor.by/TheWealthMentor
ALSO, to get updates about the MME podcast, marketing tips, and to TEXT with me directly, shoot a message to: 214-225-5696!
If you are enjoying the podcast, please take a second and LEAVE US A REVIEW! MME is a founding member of the Industry Syndicate Podcast Network - check out the entire line-up on our website!
In today's episode I have a super interesting conversation with Dan Rawitch about what he sees coming for the housing market and the broader economy. He shares why housing will stay strong in 2021, as well as his thoughts on other parts of the financial markets. He also gives his advice on how industry professionals should use and leverage some of the income that has been created from the huge wave from 2020.
Dan Rawitch is the Founder & Senior Trader for Option Addicts and University of Options. He began originating in 1978 as a Sophomore in College, and started as a Bond Trader for Bear Stearns in the 80’s. He founded Data Fax, which was the 4th largest mortgage credit reporting firm in the nation before he sold to TransUnion. He was also the Founder of RPM Mortgage with sold to Finet Holdings, and host of RateWatch since 2008. Check out his program: universityofoptions.com
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In this episode CEO Scott Harris shares details behind the recent SocialSurvey re-brand to Experience.com, and we dive deeper into why it's so important be in tune with the customer's voice throughout the sales process, not just at the end. He also spills details that 'haven't been shared on any other podcast' including the name the company almost went with, and the stories behind: the Experience.com domain acquisition and the newest additions of Brittany Hodak & Kristin Messerli.
Originally founded as SocialSurvey in 2015, Experience.com has one of the best Experience Management Platforms (XMP) available anywhere, with features to drive operational and behavioral change, in real-time, during the moments that matter. XMP delivers impactful business outcomes including increased customer satisfaction, brand loyalty, online reputation and visibility, as well as improved employee engagement, and compliance - making every experience matter more. Learn more about the new Experience.com platform on their website, and follow them on Instagram: @experience_com
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I’m so excited to share episode 100 of the podcast! We are doing a compilation episode of 10 guests from some of our most downloaded and engaged episodes. We cover a variety of topics from social media to market conditions to 2021 to what to focus your business on in the wake of so many changes over the last year. Check out the guest list and their website & Instagram handles:
- Dustin Brohm: www.MassiveAgent.com & @massiveagent
- Leigh Brown: www.LeighBrown.com & @leighbrown
- Bill Hart: www.CoachBillHart.com & @coachbillhart
- Cindy Ertman: www.TheDefiningDifference.com & @cindyertman
- Steve Sims: www.SteveDSims.com & @stevedsims
- Chelsea Peitz: linktr.ee/Chelsea.Peitz & @chelsea.peitz
- Dave Savage: www.MortgageCoach.com & @dsavagemc
- Todd Duncan: www.ToddDuncan.com & @toddduncanofficial
- Rene’ Rodriguez: www.AmplifiiMyLife.com & @seerenespeak
- Barry Habib: www.MBSHighway.com & @barrynj
ALSO, to get updates about the MME podcast, marketing tips, and to TEXT with me directly, shoot a message to: 214-225-5696!
If you are enjoying the podcast, please take a second and LEAVE US A REVIEW! MME is a founding member of the Industry Syndicate Podcast Network - check out the entire line-up on our website!
In this episode I have a fun conversation with my good buddy Alec Hanson. We get back to basics and talk about how each of us got started in the mortgage business, and how those messages apply to today. We also talk about how to kill it in 2021 and what trends are coming and how to capitalize on them.
Alec Hanson is a contemporary leader within the Mortgage Industry. Constantly striving to improve, he began his career in origination in 2004 funding over $85M and was named Rookie of the Year by Scotsman’s Guide. Every subsequent year Hanson landed on Scotsman’s Top 200 Originator list finishing his best year at $185M. From there Hanson began coaching and growing a successful branch network in Orange County with his peak year in 2010 funding over $1B at the branch level. Hanson has received HousingWire’s Rising Star award both in 2017 and 2019 and currently serves as Senior Vice President of Production for loanDepot for the Pacific Southwest Division overseeing approximately $4B in annual production.
A dynamic coach and thought leader Hanson believes in leading and coaching within the trenches of the business, loves leading originators across the country, and is the author of loanDepot’s Modern Lending Playbook. A strategic and tactical tool designed to equip, train, and evolve the traditional mortgage professionals skill sets into the modern era. Alec is also the author of, “Bypassed: A Modern Guide for Local Mortgage Pros Left Behind by the Digital Customer” which details a systemic approach to help Mortgage Professionals succeed in the digital world. Check him out on social: @thealechanson and his website: www.AlecHanson.com
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In this episode I have a conversation with my great friend, and one of my favorite repeat guests, Dale Vemillion. We break down a lot that has happened over 2020, and talk about where mortgage professionals should be focusing in 2021. Dale and I also break down both high-level and tactical tips that will take your business to the next level!
For nearly four decades, Dale Vermillion has dedicated his life to helping loan officers, sales managers, and lending executives reach new levels of success in their lives and careers. Having trained over 1,000,000 professionals and consulted over 500 organizations, Dale has compiled the best practices of top performers into award-winning sales, customer service, and leadership systems that have help organizations double—and in some cases triple—their numbers.
Dale and his team have earned Excellence in Practice Awards from both the Association for Training Development and the Brandon Hall Group. They are the proud winners of a Better Business Torch Award and have been recognized by the National Association of Mortgage Brokers for their community service. Connect with Dale on LinkedIn and Facebook for quick tips on navigating today’s market, and visit DaleVermillion.com to connect with his team about your training, consulting, or speaking needs. Also check out MPPH.org - Mortgage Professionals Providing Hope charity. 100% of proceeds go to those in need that they serve!
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In today’s episode I get to interview Chris Sauerzopf, creator of SafeWire. We talk about how fraudsters threaten mortgage & real estate transactions, as well as the ways that it can easily be prevented. We also discuss the best ways to leverage technology in your business and how to move forward in a post-COVID era.
Chris is the co-founder and creator of SafeWire & co-owner of World Class Title. Chris has been in real estate since 2004 and has a degree in Industrial Design from the Columbus College of Art & Design. He has been a licensed real estate agent, notary, and is currently a licensed title agent, and this experience has provided him the insight to recognize the potential threat of real estate wire fraud
SafeWire exists to ensure every real estate transaction is fraud free. Unlike other fraud prevention products, SafeWire begins at day 1 of the listing. It is the only product available that reaches across multiple segments of the transaction from real estate brokers to title agents. SafeWire & SafeWire Assurance guarantees proceeds up to $1Million. Learn more at: SafeWire.com
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On today's episode I get to chat with the LinkedIn expert herself, Judi Fox! We talk about everything from Millennial trends and modern consumer behavior, to social media strategies on LinkedIn and Instagram/Facebook. We also walk through examples of how simply networking with other people, and then staying in touch with those contacts, creates some of the biggest opportunities in business.
Judi Fox has generated over 5 million views on LinkedIn in the last 2 years, and is featured in Inc Magazine, CEO Magazine, VidSummit, Video Marketing World, People of Video, Top 100 Marketing Podcasts and more. With over 18 years of experience in business development and sales, Judi Fox developed the LinkedIn Business Accelerator Method. Clients are implementing this LinkedIn method to achieve more business and over 1 million content views in 90 days with press features in Forbes, BBC News, and Thrive Global. Follow #FoxRocks on social & visit her website: www.JudiFox.com.
REGISTER for the "Automate Your Business for 2021" webinar: bit.ly/38w1cWD
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On today's episode I have a conversation with Roland Cochrun on how he makes more visible progress while simplifying his task lists. He explains the negative aspects of the go-getter mentality in our industry and details easy ways we can find freedom from stress, lack of time, and systems constraints while adding to the monthly pipeline.
Roland Cochrun helps Mortgage Professionals build systems to remove themselves from the day-to-day operations. Roland believes that life is meant to be abundant and limitless. His coaching helps Mortgage Professional design a life on their own terms... freeing them from the constraints of time and money so that they can live a lifestyle that lights them up. Roland has worked with hundreds of successful business owners from all around the globe, and this is what he knows: "You can work hard in your Mortgage business and make money... but creating freedom? That must be designed." Get his FREE Survival Checklist: rolandcochrun.com/mme
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In today's episode I have a fun conversation with Stefanie Lugo as she spotlights specific things mortgage professionals need to know when trying to partner real estate agents, as well as how to create more relationships with clients and Realtors through Lifestyle Marketing.
Stefanie is a top producing real estate agent in Scottsdale who, along with her husband Bryce, has redefined what it looks like to build a real estate business in 2020 and beyond. Thousands of agents have taken Stefanie's Instagram trainings online, and she's the founder of the "Market Authority Academy" where her brand-forward social media marketing strategies have doubled and tripled the businesses of other real estate pros across the country. Follow her on IG: www.instagram.com/bryceandstefanie
REGISTER for the "Automate Your Business for 2021" webinar: bit.ly/38w1cWD
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If you are enjoying the podcast, please take a second and LEAVE US A REVIEW. MME is a founding member of the Industry Syndicate Podcast Network - download the Industry Syndicate mobile app in Apple & Google app stores.
In this week’s episode, we invited back my good friend Brittany Hodak to discuss the new generations homebuyers and their impact on the mortgage marketing. We also discuss how to become the lender of choice by understanding how to differentiate yourself, as well as what to automate to make sure your database stays engaged.
Brittany Hodak is an international keynote speaker and award-winning entrepreneur. She is widely regarded as the go-to source on customer engagement and retention. She has been invited to speak to organizations across the world including American Express, WeWork, Inc. and the United Nations. She has published more than 350 thought-leadership articles for media including Forbes, Adweek, and Success, and has been featured on CNBC, Bloomberg, NBC, CBS and Shark Tank.
Brittany co-founded, scaled, and successfully exited The Superfan Company, a fan engagement company whose roster included Walmart, Disney, Amazon, Luke Bryan, Katy Perry, and more under her eight-year leadership. She has been named to Advertising Age’s 40 Under 40 list, Inc.’s 35 Under 35 list, and Billboard’s 30 Under 30 list. Check out here website: www.BrittanyHodak.com
Take 5 minutes to explore MGIC’s Loan Officer Hub: bit.ly/2NNgGKA
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This episode is a short presentation that I gave during my company's Virtual Sales Summit in early October. I talk about how to create and increase relevance with a target audience and your social circle or sphere of influence. I share some stats around who the majority of mortgage borrowers are in 2020, as well as where their attention is and how to attract some of it to you. I also give some tactical examples of things you can do in Q4 to set yourself up for 2021.
Take 5 minutes to explore MGIC’s Loan Officer Hub: bit.ly/2NNgGKA
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In today’s episode I get to interview Neal Schaffer, a leading authority on helping innovative businesses through digital transformation and social media marketing strategy, influencer marketing, and social selling initiatives. We talk about his recently published book "The Age of Influence" that is redefining digital influence and the ways businesses can leverage influencers and use of them daily.
Neal Schaffer is the Founder of the digital marketing consultancy PDCA Social. He also teaches digital media to executives at Rutgers University, the Irish Management Institute (Ireland), and the University of Jyvaskyla (Finland). Fluent in Japanese and Mandarin Chinese, he is a popular keynote speaker and has been invited to speak about digital media on four continents in more than a dozen countries. He is also the author of four books on social media. Check out Neal's Maximize Your Social Influence podcast for weekly marketing inspiration.
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In this episode, I get to discuss some of the biggest marketing benefits you have over your competition with the one and only Carl White. He takes one of the best-known elements in the industry, our database, and turns it up a notch by giving specifics on how to get the most out of the best opportunities we have, our past clients.
Carl White is the Founder of The Mortgage Marketing Animals and the host of the top podcast for loan officers, Loan Officer Freedom. For more than 20 years Carl has helped thousands of loan officers implement proven marketing strategies by sharing how to drastically increase production & income while working only 32 hours per week. He is currently the branch manager of one of the largest branches in the nation. Connect with Carl in his Facebook Group 'Loan Officer Deal Desk'
Take 5 minutes to explore MGIC’s Loan Officer Hub: bit.ly/2NNgGKA
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If you are enjoying the podcast, please take a second and LEAVE US A REVIEW. MME is a founding member of the Industry Syndicate Podcast Network - download the Industry Syndicate mobile app in Apple & Google app stores.
I'm excited to share this special bonus episode where my fellow Industry Syndicate co-founder Dustin Brohm and I interview Todd Duncan, creator of Sales Mastery. Industry Syndicate has teamed up with Todd Duncan for Sales Mastery, the longest running event in the mortgage industry. For the first time ever the Sales Mastery event is happening VIRTUALLY on September 16-18, 2020.
In this episode Todd shares some incredible wisdom about how real estate and mortgage professionals should structure their business for profitability and efficiency, not just arbitrary numbers or goals. Todd shares how Sales Mastery has had over 100,000 attendees through the years, and why it's had such a huge positive impact on everyone who's attended.
CLICK HERE to get discounted tickets to Sales Mastery, a discount only available through the Industry Syndicate.
Discounted Sales Mastery tickets: http://www.industrysyndicate.com/salesmastery
If you are enjoying the podcast, please take a second and LEAVE US A REVIEW. MME is a founding member of the Industry Syndicate Podcast Network - download the Industry Syndicate mobile app in Apple & Google app stores.
In this episode I sit down with another technology entrepreneur, Nate Joens. We talk about converting more leads through automated follow-up, how to create more authentic automation, and the importance of systemizing your lead follow up process.
Nate Joens is the Co-Founder and CEO of Structurely, the leading conversational artificial intelligence (AI) lead nurture and qualification product for real estate agents, loan originators and other sales and marketing teams. Nate has been a featured speaker on Inman, published in NAR Magazine, industry podcasts, and hosts theisaradio.com podcast.
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In this episode I interview a technology entrepreneur and recent mortgage borrower, Matthew Black. We talk about how to create a relevant mortgage experience, the best way to balance price and value, and using technology to replace yourself and automate the process.
Matthew Black is the Founder and CEO of Mav. With 15 years in tech, he cut his teeth developing some of the world's first social networking sites for MTV and Viacom, then DoubleClick, which was acquired by Google. As a 2X startup founder, he coined his path as a Hackerpreneur - hacking growth and building products that users love. At Mav, Matthew works with Fintech companies looking to leverage automated texting to acquire and nurture customers.
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In this episode I talk with two tech entrepreneurs Spencer Dusebout and Brannon Lee. They are two of the founders of Daily AI, which is a CRM that is changing the way mortgage and real estate professionals contact, follow-up and communicate with clients and referral partners.
Spencer Dusebout is an avid entrepreneur and relentless learner at heart. At 16 Spencer co-founded the nonprofit Hands 4 Others, which helped bring clean water to over 300,000 people in 17 countries around the world. He has also started several tech companies spanning lead generation, artificial intelligence, and customer resource management tools. His most recent venture is Daily AI, an intuitive and powerful tool to manage daily sales tasks
Brannon Lee Chavez’s entrepreneurial mindset has been focused on the Real Estate and Mortgage Industries since 2012. He holds degrees in Mathematics, Marketing, and Business from the University of Nevada, Las Vegas. After obtaining his real estate license an
To get a FREE demo of Daily AI go to: dailyai.io/
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If you are enjoying the podcast, please take a second and LEAVE US A REVIEW. MME is a founding member of the Industry Syndicate Podcast Network - download the Industry Syndicate mobile app in Apple & Google app stores.
This is the first of an episode series that I’m going to start doing throughout the next few months where we bring in a few top producers from companies and ask how they became top producers in the industry. Number one in the series is top producers from my current company Mason-McDuffie Mortgage: Tom Parke, Kathy McAlpine and Victor Romero
We take time to talk about the value of starting and growing a database of customers and Realtors, keeping up with the changes in the industry, how to solidify relationships in a virtual world without in-person contact, and the importance of getting to the customer first.
CHECK OUT MGIC’s Loan Officer Hub: bit.ly/2NNgGKA
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If you are enjoying the podcast, please take a second and LEAVE US A REVIEW. MME is a founding member of the Industry Syndicate Podcast Network - download the Industry Syndicate mobile app in Apple & Google app stores.
In this episode I get to interview a guy I've been bumping into on social media for years, David Krichmar aka Dave Your Mortgage Guy. He and I talk about how to scale a personal brand on social media, the best ways to navigate a busy mortgage environment, and the importance of focusing long-term.
David Krichmar has been in the mortgage industry since 2001 and is an award-winning Mortgage Banker with Legend Home Lending, AKA Dave Your Mortgage Guy. Dave is a Top Producer, he’s written national articles and interviewed been interviewed by major media outlets including Fox Business.
CHECK OUT MGIC’s Loan Officer Hub: bit.ly/2NNgGKA
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In this episode I have a fun conversation with content expert, Kate Bradley Chernis. She and I talk about how to take long-form “pillar” content and break it down into smaller pieces of “micro” content to use on social media and across your marketing platforms, as well as the most efficient ways to create marketing content to build your business.
Kate Bradley Chernis is the Founder & CEO of Lately, which uses AI to instantly transform podcasts, videos and any online news articles or blogs into dozens of social posts that are automatically pre-vetted to resonate with your target audience. As a former marketing agency owner, Kate initially created the idea for Lately out of spreadsheets for then-client, Walmart, and got them a 130% ROI, year-over-year for three years.
Prior to founding Lately, Kate served 20 million listeners as Music Director and on-air host at Sirius/XM. She’s also an award-winning radio producer, engineer and voice talent with 25 years of national broadcast communications, brand-building, sales and marketing expertise.
For a Free Demo & 10% OFF of Lately, go to: bit.ly/2Bse16w
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In this episode I get to talk with a good friend of mine, and talented digital marketer, Ben Smidt. He and I take some time to talk about how originators can minimize time and maximize value, as well as the digital and social media marketing strategies that originators need to be focusing on right now.
Ben Smidt serves as MGIC’s Digital Strategy Director. He leads corporate development and management of MGIC's digital marketing strategy across the enterprise. This includes establishing a clear vision for all digital marketing initiatives and providing strategic direction for the company's digital and social media marketing efforts. His primary goal is to increase brand awareness and improve user experience (UX).
CHECK OUT MGIC’s Loan Officer Hub: bit.ly/2NNgGKA
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If you are enjoying the podcast, please take a second and LEAVE US A REVIEW. MME is a founding member of the Industry Syndicate Podcast Network - download the Industry Syndicate mobile app in Apple & Google app stores.
In this episode I chat with Certified Mortgage Banker, Leora Ruzin. We talk about the collaboration between operations and sales, and how that can help you scale your business, as well as marketing ideas for educating home buyers and Realtors.
Leora Ruzin, CMB is Director of Real Estate Lending at Valley First Credit Union & Managing Editor of Mortgage Women Magazine. She has been in mortgage lending for 13 years and holds the designation of “Certified Mortgage Banker’ from the Mortgage Bankers Association. Leora is an advocate for common-sense mortgage lending practices and is passionate about advances in first-time homebuyer and low-to-moderate income lending programs. Leora holds an Associate’s degree in Accounting, a Bachelor’s Degree in Business Management, and is a veteran of the United States Army. She lives in Modesto, CA with her husband and daughter.
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If you are enjoying the podcast, please take a second and LEAVE US A REVIEW. MME is a founding member of the Industry Syndicate Podcast Network - download the Industry Syndicate mobile app in Apple & Google app stores.
In this episode I interview Denise Donoghue, or as most people know her, The Mortgage Nerd. We talk about how to embrace your true self in branding, bonding with clients through the power of videos, and how a sense of humor will always be appealing and approachable.
Denise Donoghue, aka the Mortgage Nerd, is a top-producing originator with Thrive Mortgage. She has been voted one of D magazines top mortgage professionals for 4 straight years. She is a top 1% originator in the US, as well as a Certified Mortgage Planner. In 2006, Denise received her Series 6 and Series 63 investment licenses so that she could further help clients position themselves in a better financial position. She’s a native Texas and graduate of Texas A&M and lives in the Dallas area.
Special Offer for FREE lead connections with our podcast partner BUNDLE, go to: bundleloan.com/loan-officer/mme
Check out the Loan Officer Hub: bit.ly/2NNgGKA
Watch the Mortgage Nerd & Mortgage Geek webinar: https://bit.ly/3gai71E
JOIN the MME TEXT COMMUNITY: 214-225-5696. And if you are enjoying the podcast, please take a second and LEAVE US A REVIEW. MME is a founding member of the Industry Syndicate Podcast Network - download the Industry Syndicate mobile app in Apple & Google app stores.
In this episode I interview the top real estate agent in Alabama, Ricky Carruth. We talk about strategies to create new referral partner relationship, working with top producing Realtors, and how staying consistent and persistent over time is ALWAYS how you win.
Ricky Carruth is the top real estate agent in Alabama. He started speaking, writing and coaching in 2017 through his “Zero to Diamond” free real estate coaching company with a mission to reduce the failure rate in the real estate industry by bringing awareness that it's not about the deal, it's about the relationship. Ricky is the No-Pressure Agent. Born and raised on the Gulf Coast, Ricky has been selling real estate since he was 20 years old. Starting his career in 2002, he has been through this roller coaster of a market and back. After tons of life lessons of ups and downs, Ricky has emerged as the #1 agent on the Gulf Coast since 2014. His dedication to his clients, hard work ethic and market knowledge are his key attributes that have place him a step ahead of the rest.
Special Offer for FREE lead connections with our podcast partner BUNDLE, go to: bundleloan.com/loan-officer/mme
If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW on Apple Podcasts or whatever platform you listen on. MME is a founding member of the Industry Syndicate Podcast Network – download the Industry Syndicate mobile app NOW in Apple & Google app stores.
In this episode I have a very relevant conversation about gifts with Michael Athens. We talk about how mortgage & real estate professionals can use gifts to create an amazing customer experience and build long-term relationships, as well as how to use them to wow potential clients & partners.
Michael Athens has spent the last ten years helping Realtors and Lenders increase their reviews referrals and raving fans through intentional client appreciation. Michael specializes in long-term branding solutions, client follow-up, sphere management, making powerful connections and seeking out and recruiting talented people, along with a wide range of other sales and business concepts. Michael is consistently in the top 20 of his industry and has performed at a high level in a wide range of business environments and roles. For more info, go to: www.retentiongifts.com
Special Offer for FREE lead connections with our podcast partner BUNDLE, go to: bundleloan.com/loan-officer/mme
If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW on Apple Podcasts or whatever platform you listen on. MME is a founding member of the Industry Syndicate Podcast Network – download the Industry Syndicate mobile app NOW in Apple & Google app stores.
In this episode I have one of my favorite marketing discussions to date with fellow podcaster Bradley Flowers. We talk about the lesser known tactics for mortgage & real estate professionals to focus their marketing efforts on – including a unique LinkedIn strategy, the re-emergence of blogs, and of course podcasting.
Bradley Flowers is a nationally recognized Insurance Agency Owner & Marketing Enthusiast. He runs the day to day operations at Portal Insurance in Mobile, Alabama, which specializes in shortening the home buying process as it relates to insurance. Although he is a part of the insurance industry, Bradley’s first love is marketing, with 98% of his new business coming from social media. In 2019 Portal Insurance was named the "Agency for the Future" by Safeco Insurance for the Southeast United States.
Bradley is the co-host of the “Insurance Guys Podcast” a marketing podcast that is arguably the #1 podcast in the insurance industry which has featured guests like Gary Vaynerchuk and others.
Special Offer for FREE lead connections with our podcast partner BUNDLE, go to: bundleloan.com/loan-officer/mme
If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW on Apple Podcasts or whatever platform you listen on. MME is a founding member of the Industry Syndicate Podcast Network – download the Industry Syndicate mobile app NOW in Apple & Google app stores.
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In this episode I have a fun branding & content conversation with Raquel Borras. We discuss how to establish an emotional connection with your audience in your content, as well as how to engage with, and attract engagement from, social media posts.
Raquel is the Chief Excitement Officer of True To You Branding. Her passion is to help you bring to life a personal brand that is “true to you”! Raquel’s expertise in social media and branding started with LinkedIn, where she studied other social media moguls and influencers. Because of her love for people and talent for audience engagement, her social media presence continues to increase very quickly. Raquel believes that bringing valuable content, authenticity and vulnerability to your social media is the key to gaining a strong following and presence.
Special Offer for FREE lead connections with our podcast partner BUNDLE, go to: bundleloan.com/loan-officer/mme
If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW on Apple Podcasts or whatever platform you listen on. MME is a founding member of the Industry Syndicate Podcast Network – download the Industry Syndicate mobile app NOW in Apple & Google app stores.
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In this episode I have an awesome conversation with Scott Hudspeth, Founder of Agent Mastermind & Chief Strategist with Mortgage Marketing Animals. Scott & I discuss referral & lead-capture strategies, as well as taking the fear out of rejection.
Scott is the Founder & Chief Strategist of Agent Mastermind, the largest online Real Estate training group in the nation. He founded Agent Mastermind on one principle, to help bring Real Estate Agents & Loan Officers together through up to date tools, systems, and strategies that help close more deals, have more freedom, and take Fridays off. His philosophy has always been, “If you help enough people get what they want, it will come back to you threefold.”
For more on referral tactics listen to: https://bit.ly/2TOWYkT
Special Offer for FREE lead connections with our podcast partner BUNDLE, go to: bundleloan.com/loan-officer/mme
Check out more about ReadyNest from our podcast partner MGIC: bit.ly/2zUZdfk
If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW on Apple Podcasts or whatever platform you listen on. MME is a founding member of the Industry Syndicate Podcast Network – download the Industry Syndicate mobile app NOW in Apple & Google app stores.
In this episode I get chat with the entrepreneur’s systems coach, Khai McBride. Khai shares the importance of organizing your process, the value of choosing & utilizing the right system tools, and the power of having the right coach.
Khai McBride is an expert in systems, database management, and mindset. He thrives in helping mortgage professionals get unstuck by improving their business models, which makes him a highly sought-after speaker for events such as Mortgage Mastermind & Mortgage Revolution. He has a background in technology and project management, and used that knowledge to build a thriving mortgage business that funded over $500 million in just 10 years. Today he coaches loan officers, managers, and owners to achieve their business and personal goals, with more than half of his roster doubling their production within 6 months, and a third reaching the list of Top 1% of Mortgage Originators nationwide.
For FREE lead connections with our podcast partner Bundle, go to: bundleloan.com/loan-officer/mme
If you are enjoying the MME podcast please take a second and LEAVE US A REVIEW on Apple podcasts or whatever platform you listen on. MME is a founding member of the Industry Syndicate Podcast Network – download the Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores.
In this episode I chat with my good friend repeat MME guest, Dave Savage. Dave shares how to go from a "white belt originator" to a "black belt advisor" as well as the importance of the importance of communicating effectively in your content.
Dave Savage is the Founder of Mortgage Coach and the mobile marketing company SmartReply. He has over 30 years as a mobile tech pioneer, and he is a renowned speaker at events like MBA Tech, Digital Mortgage, Sales Mastery, and the Mastermind Summit. He has one of the most valuable YouTube channels in terms of resources for mortgage industry professionals as well as his Facebook group the mortgage coach productivity mastermind with nearly 10,000 members
Check out Dave's blog on Loan Officer Hub: bit.ly/2Sz9NiL
Learn more about MGIC's ReadyNest: bit.ly/2zUZdfk
For FREE lead connections with our podcast partner Bundle, go to: bundleloan.com/loan-officer/mme
If you are enjoying the MME podcast please take a second and LEAVE US A REVIEW on Apple podcasts or whatever platform you listen on. MME is a founding member of the Industry Syndicate Podcast Network – download the Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores.
This is a SPECIAL ANNOUNCEMENT EPISODE from Social Survey, with CEO Scott Harris & SVP of Client & Partner Relations Craig Pollock. We announce the Top Performing Individuals & Top Performing Companies from 2019! Awards are announced for the top small, medium, large, and jumbo company sizes, as well as the overall winner and remaining Top 10 from the Individual Performers category!
SocialSurvey empowers businesses to put Customer Experience (CX) data in motion to drive real-time business outcomes. We focus on interactions within customer, employee and product journeys. We help great companies improve experience, reputation and revenues. Our unique, player-integrated approach to customer feedback yields powerful insights while amplifying online reviews, marketing automation and local search rankings. We focus on people and relationships, bringing our team together for a common goal: to Create WOW moments for customers, partners and employees.
To view the complete list of winners, go to: www.socialsurvey.com/2019-top-performer/
For FREE lead connections with our podcast partner Bundle, go to: https://bundleloan.com/loan-officer/mme
If you are enjoying the MME podcast please take a second and LEAVE US A REVIEW on Apple podcasts or whatever platform you listen on. MME is a founding member of the Industry Syndicate Podcast Network – download the Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores.
In this episode we have another repeat guest, and incredible industry leader, Dale Vermillion. Dale and I talk about using the check-in, check-up, check-out strategy, as well as the ways mortgage professionals can be the bright spot in today’s new economy .
Dale Vermillion has 36-years of industry experience including 25 years as a speaker, trainer, and consultant. Dale is one of the most trusted voices amongst lenders, loan officers, and consumers. With his unique OthersFirst approach to sales, customer service, and leadership, Dale is also one of the leading minds for boosting bottom-line profitability ethically and sustainably. As the industry continues to reel in the face of COVID-19, Dale is committed to sharing his proven tactics for weathering the unpredictability with proactive communication, value-based selling, and leveraging technology to build and maintain trust-based relationships with your borrowers.
To learn more about the incredible non-profit that Dale and his team support, go to: www.MPPH.org
For FREE lead connections with our podcast partner Bundle, go to: https://bundleloan.com/loan-officer/mme
If you are enjoying the MME podcast please take a second and LEAVE US A REVIEW on Apple podcasts or whatever platform you listen on. MME is a founding member of the Industry Syndicate Podcast Network – download the Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores
In today’s episode I interview a good friend and top producing Loan Officer, Dan Keller. We talk about the tactics mortgage professionals should use to become a trusted advisor, as well as how to focus yourself and your business to succeed in today's market environment.
Dan Keller is a top producing mortgage professional based in Seattle, Washington. He has been a Top 1% Originators according to Scotsman Guide for multiple years. He is an affiliate professor in the School of Real Estate at the University of Washington, and has been blogging in the mortgage industry since 2010.
Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Podcast Network – the Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores.
In today’s episode we have another repeat guest and mortgage industry titan, Todd Duncan, and we discuss the mindset that it takes to build a business and create trust in today's market environment.
Todd Duncan is a Sales & Leadership Entrepreneur with over 5 million students worldwide, and has written multiple NY Times best-selling books. Todd is the Founder & CEO of The High Trust Company, and is a game-changing national speaker. Todd has hosted Sales Mastery which is the longest running event in the mortgage industry, with over 80,000 attendees in the last 25 years. Todd was in the top 1% of mortgage originators in the US by the time he was 27, and financed over 5,000 transactions in his first 12 years. He has authored 17 books, including 2 NY Times best-sellers, and and has been featured in the NY Times, Wall Street Journal, LA Times, SUCCESS Magazine, FOX, CNN and many other media outlets.
Todd has spent his life teaching and equipping professionals with the power of HIGH TRUST as the key catalyst in achieving their dreams and impacting their teams. As the leading authority on Trust, he helps leaders accelerate emotional connection with their teams and equips them to lead with purpose, improving conviction and ownership of the mission.
**Todd just launched a new resource called CONNECT! - which is a six-week course designed to teach a proven and intentional strategy to connecting with your clients and referral partners at a deeper level in this brand-new economy that we’re now living in. MME listeners can get 10% OFF here: https://bit.ly/2Vf2jTS
Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Podcast Network – the Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores.
In this episode we welcome back a repeat guest form one of our most downloaded episodes, Steve Sims, who Forbes magazine called the Real-Life Wizard of Oz. Steve and I talk about all that’s happening in our industry with COVID-19 & how mortgage and real estate professionals can seize the opportunities that have presented themselves in today’s world.
Steve Sims is the CEO & Founder of The Bluefish, a luxury experiential concierge firm, and best-selling author of “Bluefishing”. Steve grew up a bricklayer from London and went on to work with some of the world’s most coveted celebrities and create some of the most amazing experiences for his clients. Steve is also a motivational speaker, offering visionary insights as he delivers a “principles without compromise” approach to results-driven content.
To take advantage of the 3 FREE MONTHS of content that Steve talked about in the episode, go to: simsdistillery.com, choose quarterly & use the promo code: MMMC
Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Podcast Network – the Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores.
In today’s episode I get to talk to my friend and fellow mortgage professional Erin Bradley. Erin has found & build a system for a unique way to help both mortgage AND real estate professionals not to be so dependent on leads.
Erin Bradley is a mortgage lender, speaker and business coach. She’s also a bestselling author of the book Pursuing Freedom, and host of the Real Estate podcast Pursuing Freedom. Her life motto is that the goal is to build a life you don’t need a vacation from. Through her coaching and online workshops, Erin is on a mission to help others believe in, and achieve, both time and financial freedom, faster than you ever dreamed possible!
To download the resources talked about in the episode, go to: www.pursuingfreedom.com.
Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Podcast Network – the Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores.
In today’s episode I sit down with my good friend and fellow Industry Syndicate Co-Founder Dustin Brohm. Dustin is a real estate marketer & Facebook ads expert, and we talk about how mortgage & real estate professionals can take advantage to increased social media attention & engagement caused by so many people staying home due to COVID-19 fears.
Dustin Brohm is the host of the Massive Agent Podcast. He’s a Co-Founder of the Industry Syndicate real estate podcast network and a National speaker on real estate marketing & lead generation. He has spoken at Inman Connect, Gary Vaynerchuk’s Agent2021, HousingWire, and more. Dustin is also Realtor w/ eXp Realty in Salt Lake City, Utah.
If you would like to join Dustin’s Facebook ad webinar that we mentioned in the episode, you can sign up at: www.massiveagentpodcast.com/phil.
Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Podcast Network – the Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores.
Today's episode is with another good friend of mine, and one of the greatest mind's in the mortgage industry today, Casey Cunningham. We talk about talent: specifically who's succeeding, the tangibles & intangibles originators need to be successful, and who the next wave of competitors is.
With more than 30 years of diverse retail mortgage banking experience, Casey Cunningham is one of the most influential and trusted leaders in the industry. A close adviser to prominent executives across the nation, she has the proven ability to lead and transform organizations. Casey has served as Executive Vice President of a $4 billion dollar mortgage company and earned recognition as one of the highest-ranking mortgage executives in the nation. She established XINNIX, the Mortgage Academy, in 2002 and has recruited and led talented men and women from diverse industries to help XINNIX become the most recognized and acclaimed sales and leadership training academy in the mortgage industry. Casey’s passion for professional standards, education, sales productivity and accountability has empowered professionals across the nation to experience more fulfilling and productive careers.
Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Podcast Network – the Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores.
It has been a crazy couple of weeks in the mortgage industry, so my good friend Alex Kutsishin and I decided to do an episode where we discussed not only some tactical things that mortgage & real estate professionals can do during the social distancing going on with COVID-19, but how we can add value to local communities and the businesses we work for. Alex is an innovator and entrepreneur. His expertise is in people, marketing, digital communication and technology, and he currently serves as Co-Founder & CEO of Sales Boomerang.
In 2011 Alex launched the nation’s first code free mobile development software which he exited at the end of 2014. After the buyout he consulted for one of the top business intelligence companies which sold 2 years ago for over $100M. He then consulted for one mortgage industry's best marketing companies which is where he got the idea for his new venture -- Sales Boomerang, the first fully automated Borrower Intelligence software that tells lenders when a prospect or past customer is ready for a loan. In less than 3 years they have discovered over $20B in missed loan volume for more than 80 of the top lenders in the industry. Alex has also been named 40 under 40 by NMP Magazine and Sales Boomerang has won top tech firm in 2019 by Banking CIO Magazine.
Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Podcast Network – the Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores.
This is a SPECIAL MARKET EPISODE with industry leader and award-winning real estate forecaster Barry Habib. He and I discuss the real facts about COVID-19, what has happened in the markets the last few weeks, what the recent Fed announcement means for industry professionals and consumers, and what the market outlook is for the coming months.
Barry Habib is an American Entrepreneur and frequent media resource on CNBC and FOX for his mortgage and housing expertise. He is the CEO of MBS Highway, a company and platfor created to help mortgage and real estate professionals articulate the opportunity in the housing market for their clients, along with a better understanding of the interest rate environment.
Barry has been named the top real estate forecaster by Zillow and a two-time winner of the Crystal Ball Award by Pulsenomics for the most accurate real estate forecasts by economists in the US. Barry has had many other successful businesses including being the Lead Producer and Managing Partner for “Rock of Ages” a Broadway musical. He was also a successful originator with over $2 Billion in personal production.
Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Podcast Network – the Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores.
In this episode I finally to get to do an interview with my good friend buddy Ginger Bell. We talk about how mortgage professionals can create simple and duplicatable systems for content creation, marketing and ways to scale their volume.
Ginger Bell is a 3-time Best-Selling Author, Speaker and Training Specialist with Edumarketing Agency, a full-service training, marketing and video production agency focused on utilizing the power of education, new technologies, media, and personality-driven marketing to position individuals and companies as experts in their field.
A sought-after speaker and published author to audiences nationwide, Ginger has been named as one of Mortgage Banking’s Most Powerful Women, 50 Most Connected Professionals and Elite Women of Lending. Ginger has also been awarded the “Professional Woman of the Year” award by the National Association of Professional Women for her commitment to training and education.
Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Podcast Network – Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores.
In this episode I got to chat with my good buddy Neel Dhingra. We first met on Instagram, and since then have created some cool content together, so it was only fitting that in this episode we talk about using social to create relationships and then take them offline, as well as how to use content marketing to scale your business.
Neel Dhingra has been in the mortgage industry for 17 years, as a loan originator, sales manager and branch manager. He currently manages a team based in Reno, NV and has offices in Las Vegas, NV and in the Bay Area, CA as well. Neel and his team have consistently ranked in the top tier for volume for past decade, but recently hit a new level of growth based on his new marketing strategy. Through consistent, effective content marketing on social media – Neel was able to quadruple his business and net income from 2018 to 2019, and continues to grow in 2020.
Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Podcast Network – Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores.
In today’s episode I get to interview the phenomenal YouTube sensation, author, speaker, and self-professed introvert entrepreneur, Evan Carmichael, who is widely known for his Top 10 Rules for Success which are favorites of mine. We discuss his new book Built to Serve the momentum success requires, as well as how Loan Originators can make a massive impact beyond just helping someone make a financial transaction.
Evan believes in entrepreneurs. At 19, he built then sold a biotech software company. At 22, he was a venture capitalist helping raise $500k to $15mil. He now runs the biggest YouTube channel for entrepreneurs with 2M+ subscribers, wrote 4 books & speaks globally. He wants to solve the world's biggest problem. He's set 2 world records, uses a trampoline & stand-up desk, owns Canada's largest Salsa Dance Studio & has a giant Doritos bag in front of him all day long to remind him that he’s stronger than the Doritos. Toronto is his home. He's a husband, father, TSM fan & Teemo Main.
Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Podcast Network – Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores.
In today’s episode I get to interview my good friend Chelsea Peitz, who also happens to be one the best social media marketing minds in the real estate and mortgage industry. We talk about here new #1 Amazon Best Sellling Book, “What to Post” and she shares tips and tricks to build your social following.
Chelsea Peitz is the National Director of Social Sales for Fidelity National Financial and a nationally recognized real estate keynote speaker who teaches sales professionals how to leverage social media and technology to build a powerful personal brand and develop content that generates real leads. She is a national social selling coach and speaker for top title insurance sales executives nationwide who has developed one of the only curriculum focused on using social platforms.
Chelsea is a published author of the book “Talking in Pictures”, the only book about how camera first social platforms have changed how we build a personal brand, and her most recent book “What to Post” is an Amazon #1 best seller in 6 categories and teaches you how to create engaging social media content that builds brand & gets results!
She’s a frequent podcast and live stream guest, sharing actionable insights and tactics to help agents develop a powerful personal brand. Chelsea has been an Inman Innovator of the Year Nominee in 2018 & 2019 and is the creator and host of The Voice of Social Sales Podcast.
Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Podcast Network – Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores.
In this episode interview my friend Kelsey Rauchut, and we discuss personal brand building and how to maximize that exposure for your business.
Kelsey Rauchut is an industry leading National Business Development Manager with AnnieMac Home Mortgage. Award winning media expert, sought after speaker, awarded top producer Presidents Club 2018 & 2019 winner. National Mortgage Professional Magazine nominated Kelsey as one of the “Most Powerful Women in Mortgage Banking.”
Nominated by industry professionals as a “Women with Vision” award winner by Mortgage Women Magazine. Kelsey is a Mortgage & Real Estate connector, a personal development hunter, driven by faith. She is the Host & Creator of “The Inside Edge” a podcast featuring industry leaders both Mortgage and Real Estate Experts. As seen on Mortgage Marketing Animals “Loan Officer Freedom” podcast powered by Carl White, highlighting “Women in the Mortgage Industry.” She takes an innovative approach providing new solutions for increasing monthly transactions for mortgage and real estate professionals nationally to thrive in today’s condensing market.
Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Podcast Network – Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores .
In today’s episode we’re turning the tables and sharing a podcast episode from my good friend Chelsea Peitz, where she interviews fellow Industry Syndicate co-founder Dustin Brohm and I for her Voice of Social Sales podcast.
We discuss how to create real estate and mortgage content that doesn't bore people to tears, why you should NOT be posting about real estate & mortgages all the time, and what are the most engaging types of content to share with your audience.
Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Podcast Network – Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores.
In this episode I get to do my first solo repeat guest, Clayton Collins. The timing of this episode is great because we talk about both industry news and events that mortgage professionals need to hear about.
As president and CEO, Clayton Collins leads HousingWire’s corporate strategy, product and editorial roadmap, while building a world-class team of business media professionals. He is also the founder and managing partner of Riomar Capital, an entrepreneurial investment firm that acquired HousingWire in 2016. Prior to founding Riomar Capital, Collins worked at RBC Capital Markets in the mergers and acquisitions group and served as vice president of national sales and marketing at Citibank. His drive to increase HousingWire’s impact earned him a spot on the 2018 Folio: 100, a prestigious list of thought leaders in the magazine and media industry. Collins holds a degree in business administration for Elon University and completed his MBA at The Fuqua School of Business at Duke University.
Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Podcast Network – Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores .
In this episode I interview Jay Doran, and this is an episode that I think a lot of people are going to enjoy because it talks about the “why” and mindset of the business more than the “what” and tactics.
Born in Newark, New Jersey, Jay’s upbringing was not as pleasant as his current lifestyle may seem. At the age of 20, he managed to turn a gym that was failing into a six-figure business in the matter of six months and rapidly he began to understand the way to success was to develop a culture within the company. Culture Matters is the offspring of his realization. He knew the principles of the impeccable culture he created before could be transferred to every single company that exists. Now, he coaches business leaders and high producing salesmen on how to develop cultural alignment within their organizations. He does that by helping them find their inner core values and creating training programs around these values so the initial culture can live forever.
Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Media Network – Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores.
In this episode I get to interview a long time friend, and extremely talented digital marketer, Andrew Pawlak. Andrew and I break down the types of content mortgage and real estate professionals should be creating, why podcasting has been such a powerful platform for each of us, and which social channels mortgage and real estate professionals should actually be focusing on in 2020.
As an entrepreneur with over 15 years of sales and digital marketing experience, Andrew has been a pioneer in conversion optimization for mortgage and real estate marketing since starting in the industry in 2004. He has co-founded 2 successful internet startups in the mortgage and real estate space, including leadPops, Inc., where he is the CEO.
Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Media Network – Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores
This episode is fun because I get to interview another mortgage podcaster, and fellow Industry Syndicate member, Geoff Zimpfer. Geoff and I break down the types of content mortgage and real estate professionals should be creating, why podcasting has been such a powerful platform for each of us, and which social channels mortgage and real estate professionals should actually be focusing on in 2020.
Geoff Zimpfer is a former National Sales Trainer with Tony Robbins and became a Mortgage Originator in 2003, consistently closing over 120 loans per year. Today, Geoff coaches and trains high producing Mortgage Originators across the country. He's the host of the highly acclaimed Mortgage Marketing Radio podcast and is the author of "Instant Referrals for Mortgage Professionals".
Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Media Network – Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores
In this episode I get to do an interview with a new friend of mine, Ryan Grant. We talk about how the job of mortgage professionals has changed over the last 10 years, and how it needs to evolve to be successful in the next 10 years.
Ryan Grant has been working in the mortgage industry for 14 years and has been ranked among the top 50 Mortgage Consultants in America each year since 2013. Currently, Ryan is the #1 ranked Loan Originator in Orange County not only for loan volume, but for what he is proudest of, which is his clients reviews across Yelp, Zillow and Google platforms. During his 14 years in the industry, Ryan has owned his own mortgage company, he was Director of Retail Sales for a Mortgage Bank, he has been a Producing Area Manager, Branch Manager as well as a Mortgage Consultant. His experience in these different positions has given him an invaluable insight into the real estate and mortgage industry and taught him how to provide the best possible service to his clients and the best coaching and guidance to the mortgage industry.
Ryan is disrupting the real estate and mortgage industries with a focused shift to demand a higher quality professional for the homeowner. Known for more than just his origination production, Ryan's major accomplishment and contribution to our field is that he founded and launched the industry changing platform known as the Art of Homeownership. The Art of Homeownership is fundamentally changing the way that consumers see real estate and mortgage professionals. It helps Realtors and lenders to become more valuable to their clients and creates more successful homeowners. The Art of Homeownership is poised to completely disrupt the status quo of commoditized lenders and will push the industry to become more valuable to each homeowner it serves! This industry changing platform now has hundreds of lenders and real estate agents partnering to become highly differentiated from there competition. Ryan has been featured on podcasts by Bill Hart, Mortgage Coach, Tim Braheem and other local publications.
Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Media Network – Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores.
This episode was recorded during MBA Annual in Austin, and I get to interview a great friend of mine Christopher Griffith about the importance of protecting our veterans in the mortgage industry.
Christopher Griffith is the Owner & Founder of Debt Does Deal, and VA loan expert. Christopher’s experience ranges from single-family residence to large-scale commercial asset acquisition. With a knack for finding mortgage solutions, he specializes in working with Veterans of the Armed Services and VA loans. Christopher believes in solving problems based solely on the needs and motivations of his clients. He delivers on this promise by having the most options to choose from when working in Real Estate Finance.
Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Media Network – Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores.
Earlier this month I got the opportunity to go to Hudson Yards in NYC to interview Gary Vaynerchuk! In this episode GaryVee himself shares some incredible insight on how mortgage and real estate professionals can dominate in today’s market!
Gary Vaynerchuk is the chairman of VaynerX, a modern-day media and communications holding company and the active CEO of VaynerMedia, a full-service advertising agency servicing Fortune 100 clients across the company’s 4 locations.
Gary is a highly sought-after speaker, a 5-time New York Times bestselling author, as well as a prolific angel investor with early investments in companies such as Facebook, Twitter, Tumblr, Venmo and Uber. He also manages brands like PureWow, ONE37pm, VaynerSports, Green Street and Empathy Wines.
Gary has an online video show, DailyVee, is the host of The GaryVee Audio Experience and a social media Q&A show, #AskGaryVee.
As Gary mentioned in the podcast, make sure to sign-up for special offers at www.WineText.com
ALSO, to get updates about the MME podcast, marketing tips, and to TEXT with me directly, shoot a message to: 214-225-5696!
If you are enjoying the podcast, please take a second and LEAVE US A REVIEW! MME is a founding member of the Industry Syndicate Podcast Network - check out our entire line-up on or website!
This episode is a throwback to our live podcast with Ryan Serhant at the HousingWire engage.marketing Summit in Dallas, TX in the Fall of 2018.
Ryan Serhant is the Founder of The Serhant Team & star of Bravo’s “Million Dollar Listing New York” & star and producer of “Sell It Like Serhant”. As one of the most successful real estate brokers in the world, he has sold billions of dollars in real estate, and has agents in New York, New Jersey, Los Angeles, Miami and the Hamptons.
As a real estate expert, Ryan is also a frequent contributor to 20/20, CNN, CNBC, The Today Show and Bloomberg TV, while also being quoted in the NY Times, Wall Street Journal and Forbes. Ryan has twin degrees from Hamilton College, and lives in New York City with his wife Emilia.
In this episode Ryan gives us some valuable insight into how to connect with top producing Realtors, the most important thing you can do with your database and your calendar, as well as shares what he cares about the most in working with mortgage professionals.
Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Media Network.
In this episode I get to interview a guy who has been my main business coach over the last year, Scott Bertone. Scott has weaved a path of successes by being willing to persevere in spite of fear, as he lives by the principle that fear is the gateway to greatness.
Scott Bertone is an Executive Coach with Performance Experts, and holds the Professional Coach Certification from the International Coaching Federation and has coached a wide variety of extraordinary people from the ages of 22 to 73, including CEO’s, Doctors, Corporate Executives, Housewives, Actors, Writers, Filmmakers, and College Students.
In addition to his coaching career, he has previously started a mortgage and real estate business, an online portal, and even a motorcycle superstore. He has worked with the Clinton White House and the Department of Defense, and he has served on the boards of companies in the worlds of technology, finance, and personal development.
Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Media Network.
In this episode I got the opportunity to interview my good friend Megan Anderson. She is a leading source, sought-out speaker, and coach in the social media space. Her passion is helping others feel confident in themselves, their bodies and their business.
Before starting in the mortgage industry, Megan trained men and women to prep for bodybuilding competitions. It was while growing her online business that she began to see the power in promoting ourselves and business through social media. She began to notice those that shouldn’t harbor any insecurities usually have the most and how those insecurities keep us from unlocking our true potential.
Since starting with MBS Highway 2 years ago, it became apparent that loan officers and real estate agents have a target on their backs. It is important now more than ever to stay in the forefront of people’s minds. Megan combines her talents in helping people not only find their story, but become brave enough to share it within the world of social media.
Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Media Network.
In this episode we talk to a mortgage professional who went from zero to a top 200 originator in the US, Shashank Shekhar! When he started his company he knew 3 people in the US, and English was his third language.
Shashank Shekhar is the CEO of Arcus Lending, now an Inc 500 Company, one of the fastest growing mortgage companies in America. With an annual production of $180M+ he is one of the top 20 Loan Officers in the country. He has published over 500 blogs and 3 books, last of which was a #1 best-seller on Amazon. He is frequently quoted in major media networks like CBS, FOX, Washington Post, and Bankrate. Shashank is also the creator of MLO Master Class, a soon to be launched Loan Offer Training Program.
Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Media Network.
In this episode we have a guest that I’ve been excited to have on the show for months now, Mike Eshelman. Mike is one of the foremost experts on leveraging big data, and how it’s going to affect the mortgage industry in the coming years.
Mike Eshelman is the Head of Consumer Finance at Jornaya, the leading provider of consumer journey behavioral data. With over 15 years of experience in consumer finance, Mike has extensive knowledge in marketing, marketing operations, and leveraging unique data sets to deliver desired results in the mortgage and personal loans industries. Named one of the most influential mortgage professionals to watch in 2018, Mike regularly works with the country's top marketers for technology-driven bank and non-bank mortgage lenders to gain a better understanding of their consumers' shopping behaviors.
Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Media Network.
In this episode we have one of my great friends and fellow Industry Syndicate Co-Founder, Josh Pitts. He and I discuss how mortgage professionals can use content to build their personal brand and create leads to build their business.
Josh Pitts is the Founder of Shred Media and an industry entrepreneur with a passion for public speaking. Josh has spent the last decade in the mortgage industry in positions including Mortgage Adviser, Chief Marketing Officer, Chief Operations Officer, Chief Executive Officer and his favorite Chief Impact Officer. He is also one of the Co-Founder's of Industry Syndicate.
Recently he has refocused his energy and efforts on Shred Media, building the industry’s FIRST Attention and Impact Agency along with an industry only online network, The Community. Along with his work in the industry Josh built a massive personal brand in less than 8 months by doing live interviews every day with top professionals throughout the mortgage, real estate, insurance and title industries, sharing what they’re doing to dominate their market place.
Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Media Network.
In this episode, we discuss how to increase Instragram engagement with Michelle Berman, an influencer who specializes in Instagram branding for mortgage professionals!
Michelle is the owner and founder of Berman Media Pd, Inc and the creator of The Instagram Power Method. She is a 5-year veteran of working exclusively with the Real Estate and Mortgage Industry on how to leverage the power of Instagram for brand visibility and lead conversion. Michelle has worked with lenders in multiple states and has educated well over 100 Real Estate Agents through her online course and seminars. The Instagram Power Method’s mission is to help Real Estate and Mortgage Professionals create high-value content, with a twist, designed to allow leads in their target market and demographic to come to THEM instead of being sought after and cold called.
Michelle is a graduate of Rutgers University and is pursuing a Masters in Social Media Public Relations through Kent State. From the Phoenix area, she and her husband spend their free time competing in Olympic Weightlifting and enjoying many activities outdoors.
Instagram Power Method: http://bermanmediapd.com/InstagramPowerMethod
USE PROMO CODE: MME
Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Media Network.
This episode is with one of my new favorite people in the real estate industry Leigh Brown!
Leigh Brown is a successful REALTOR®, forward-thinking CEO, and #1 best-selling author. She runs one of the top real estate teams in the country, she is a kickin’ keynote speaker and loves everything baseball. Leigh’s successful first book, bestseller Outrageous Authenticity™, paved the path to writing her second book, The 7 Deadly Sins of Sales™ which instantly became an Amazon #1 bestseller! You can also catch Leigh (and friends that she chats with) on her podcast: Crazy Sht in Real Estate*.
Leigh is known for being a sassy Southern woman who is extremely popular for her no-holds-barred approach to motivation. She is currently one of the sales industry’s most sought-after speakers and her inspirational speeches have allowed her to travel all over the United States and the globe – from Miami to Dubai!
Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Media Network.
This episode is an awesome episode about attracting, reaching and engaging Millennials with Kristin Messerli.
Kristin Messerli is the founder of Cultural Outreach and a nationally renowned speaker on adapting to cultural shifts. Her mission is to increase upward mobility in young and underserved markets by bridging the gap between consumers and businesses. CEO’s hire her to modernize their corporate strategy, and marketing teams seek her social media content and financial education materials to better connect with first-time homebuyers.
Kristin has spoken at over 100 conferences, including the Mortgage Bankers Association, the American Bar Association, and Harvard Business School. For four years, she has partnered with National MI to deliver modern leadership to the mortgage industry with sponsored content at discoverm3.com. Kristin is also the Managing Editor of Mortgage Women Magazine and sits on MBA’s Diversity and Inclusion Committee. In 2018, she won NAWRB’s women’s influencer award and has been accepted to the 2019 Freddie Mac Vendor Academy Program for diverse suppliers.
Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Media Network.
In this episode we interview former NFL player and entrepreneur Casey Crawford.
Casey Crawford is the Co-Founder and CEO of Movement Mortgage, a $13 billion retail mortgage lender and six-time member of the Inc. 5000 list. He is also the Chairman of Movement Bank and Founder and Chairman of Movement School, a tuition-free public charter school for under-served children in Charlotte, N.C.
Based on his belief that a business should be judged not by what it extracts from a community, but rather, by how much it gives, Casey founded the non-profit Movement Foundation as a vehicle to bring life, light and hope to others. To date it has invested more than $37 million in schools, communities and ministries around the world.
Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Media Network.
This episode is an incredible episode with Steve Sims, referred to by Forbes as “The Modern Day Wizard of Oz”.
Steve Sims is the CEO & Founder of The Bluefish, a luxury concierge company, and best-selling author of “Bluefishing”. Steve grew up a bricklayer from London and went on to work with some of the world’s most coveted celebrities and create some of the most amazing experiences for his clients. Steve is also a motivational speaker, offering visionary insights as he delivers a “principles without compromise” approach to results-driven content.
Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Media Network.
This episode was an interview that we did at the HousingWire engage.marketing Summit two weeks ago with Kevin Peranio.
Kevin Peranio is the Chief Lending Officer for Paramount Residential Mortgage Group (PRMG) and is responsible for overseeing all production, including working with operations team with the loan manufacturing processing. His primary goal is to enhance the overall customer experience when doing business with PRMG.
Kevin is a Four-Time President’s Cabinet Member and was recognized as the Top 40 Under 40. He is a national speaker within the mortgage industry, including speaking at HousingWire’s engage.marketing Summit, National AIME events, and many others.
Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Media Network.
This week's episode was an interview that we did at the HousingWire engage.marketing Summit last week with Brittany Hodak.
Brittany Hodak is an international keynote speaker and award-winning entrepreneur. She is widely regarded as the go-to source on customer engagement and retention.
She has been named to Advertising Age’s 40 Under 40 list, Inc.’s 35 Under 35 list, and Billboard’s 30 Under 30 list. Brittany is Co-Founder of The Superfan Company, a fan engagement company whose client list includes Walmart, Disney, Amazon, Luke Bryan, Katy Perry, and many more.
She has been invited to speak to organizations across the world including American Express, WeWork, Inc. and the United Nations. She has published more than 350 thought-leadership articles for media including Forbes, Adweek, and Success,and has been featuredon CNBC, Bloomberg, NBC, CBSand Shark Tank.
Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Media Network.
Dale Vermillion is the Creator of the award-winning Mortgage Champions Selling System, author of Navigating the Mortgage Maze, and the exclusive trainer for Lending Tree University. Dale is considered the mortgage industry’s preeminent sales, leadership, and customer service expert.
With over 36 years of experience, Dale has helped hundreds of lenders improve their numbers and transform their culture by incorporating a borrower-centric approach built on the best practices of more 1M+ loan officers and his unique OthersFirst philosophy.
Dan Ellis is an author, digital marketing expert and business growth coach. He began his mortgage career as a LO in 1999 and by 2008 he and his branch helped over 3700 families and funded $953 million in loan volume. In 2009 Dan stepped away from the industry for 6 years to focus on his health and fight his worsening symptoms of multiple sclerosis. While away he developed an affinity for marketing online, a love of coaching and a unique perspective to assist the mortgage industry in the digital age.
In 2017 Dan joined the team at Deryck Cheney Mortgage Coaching as the Director, Coach, and Trainer for Top Producing Mortgage Professionals. While with the organization Dan’s clients funded over $2 billion in loan volume. In February of 2019 Dan launched Local Business Evolution, a paid for performance agency that coaches local business professionals how to grow their customer base without paid advertising. The company’s products and coaching tactics are simply revolutionizing the way people view online marketing all across the country.
Christine Beckwith is a 30-year veteran of the mortgage industry. She won awards and received accolades in mortgage sales originations as she moved up from a Loan Officer seat all the way to her Regional sales management roles, while consistently producing at the top 5%. For the past 18 years she has run mortgage companies at a senior and executive level.
She has become a sought-after public speaker on the mortgage industry circuit, and also become a contributor and columnist to some of the mortgage industry’s best publications. She has won numerous awards including Most Elite Women in Mortgage by MPA, Most Powerful Women in Banking by NMP, and 3x Most Connected Mortgage Professional.
On November 1, 2018, Christine fully launched her Coaching company 20/20 Vision for Success Coaching & Consulting into the Mortgage finance and Real Estate world. When asked about future plans, she says in all seriousness with a huge smile, “I plan to go in and grab market share—again—from the boys who dominate this space in our field!”
Rene is a dynamic keynote speaker, leadership advisor, and world class sales expert. Rene has shared the stage with the likes of Tony Robbins, George W. Bush, Magic Johnson, Ken Blanchard, and Jeffery Gitomer. www.SeeReneSpeak.com
Over the last 20 years his company has trained more than 100,000 people in applying behavioral psychology and neuro-leadership methodologies to solve some of the toughest challenges in leadership, sales and change. Rene’s engaging speaking style, backed by his scientific approach, makes him a top rated speaker at every event. As an entrepreneur and CEO of multiple companies, Rene brings a practical business approach while inspiring his audiences to take action.
Rene has been named to the 40 under 40 list for 7 years straight and has been a trusted adviser to leadership teams at Coca-Cola, Liz Claiborne, Medtronic, Nestle’, Microsoft, Bank of America, and Cargill. He was featured on the Cover of the Niche Report Magazine and has authored dozens of magazine articles. A captivating, high-energy speaker, Rene is in high demand for annual events, conventions, and keynote speeches.
Mortgage Marketing Expert podcast host Phil Treadwell is a guest on the The Agent Marketer Podcast with Jason Frazier. In this episode Phil & Jason talk podcasting, marketing, Industry Syndicate, HousingWire, and the one tactic that mortgage and real estate professionals should focus on in 2019!
Travis Thom, Founder of Elevated Real Estate Marketing: Travis started his Real Estate career at the age of 19 after attending the Academy of Art Institute in San Francisco and became the youngest Qualifying Broker and Brokerage Owner in the State of New Mexico, where he currently lives. From building psychographic campaigns, buyer personas, and building a deeper understanding of online consumer psychology, Travis helped his brokerage, Venture Realty Group, design larger-than-life marketing campaigns that generated demand and sparked desire.
Fifteen years later he decided to take his skill set to an international level and made the decision to use his marketing skills in a new way by creating something that every agent could enjoy and profit from – Elevated Real Estate Marketing. Through coaching and agency services, Travis has quickly gained national recognition as one of the leading experts for Facebook Marketing in Real Estate. He speaks several times a year at national conferences about Lead Generation Strategies and currently sits on a consulting board for Facebook.
Travis is the founder of the most recognized Facebook Marketing Agency in the real estate industry. He helps brokerages and agents effectively launch Facebook campaigns to increase exposure and acquire leads. His reputation continues to grow from his company’s ability to deliver outstanding ROI vs. other online channels.
Chelsea Peitz is the National Director of Social Sales for Fidelity National Title Group and a nationally recognized real estate key note speaker who teaches camera first branding strategies. She is also the author of “Talking In Pictures” the only book about how camera first social platforms have changed the way we build a personal brand.
Chelsea is national social selling coach for top title insurance sales executives nationwide, and has developed one of the only curriculums focused on social platforms. As a national speaker she shares how camera first social platforms and live video are critical to reaching modern customers, and how to communicate authentically and story-tell, not story-sell.
Jason Frazier is the founder and CEO of The Agent Marketer, CMO of Wise Agent, and co-founder of the Industry Syndicate Media Network. He is an award winning marketer and national speaker with more than 20 years of expertise in marketing, social media, technology startups and venture capital, holding various senior-level and C-Level positions. He has been blessed to work for and alongside the most talented innovators, disrupters, and visionaries of Silicon Valley, affectionately known as “The PayPal Mafia”.
Frazier was chosen as HousingWire’s Young Rising Star in 2016, their Vanguard Award Winner in 2017, is now one of their featured authors and serves on both Tech100 and Content Advisory Boards. He was also honored as one of the Top 50 Connected Mortgage Professionals by National Mortgage Professionals Magazine and most recently named as a Top Mortgage Video Influencer.
Dustin is the host of the Massive Agent Podcast and the Massive Agent Minute Alexa Flash Briefing. He is a talented marketer who happens to sell real estate. He’s a Realtor in Salt Lake City with eXP Realty, and is also a national speaker and trainer on all things lead generation and real estate marketing. His coaching & training group, the Massive Agent Society, gives agents and LO's proven ads they need to generate leads quickly.
He Co-Founded the Industry Syndicate, the real estate's first media network, and is also the founder of the Search Salt Lake team. He’s spoken at Agent2021, Inman Connect, HousingWire’s engage.marketing, and many other real estate conferences around the country. His work has been featured on Inman News, HousingWire, MGIC, RIS Media, The Agent Marketer, Realtor.org, and more.
Molly Dowdy & Jeri Yoshida are co-founders of NEXT Mortgage Conference, a two day tech-focused summit for women mortgage executes. A biannual event, NEXT is the mortgage industry’s preferred gathering point for accomplished executives to meet, learn and exchange information.
NEXT is comprised of informative talks, educational technology demos, an exhibit/meeting hub and plenty of networking opportunities, offering a comprehensive learning and networking experience in the comfortable surroundings of a boutique event.
Cindy Douglas is an accomplished thirty-five year veteran of mortgage lending. Her professional career includes the founding of four companies, and she currently consults for mortgage companies and originators featured in the nation’s top 200. She is a recognized national speaker and published author.
Cindy is a published author for Mortgage Originator Magazine, Housing Matrix, Loan Officer Magazine, My Rate Alert, ACT extra and Front Runner Resources. “Conquering Shifts” written in conjunction with her partner Kathleen Heck is Cindy's first book.
Jacob Gaffney is the Editor-in-Chief of HousingWire and HousingWire.com. He previously covered securitization for Reuters and Source Media in London before returning to the US in 2009.
While in Europe for nearly a decade, he covered bank loans and the high yield market, in addition to commercial paper, student loan, auto and credit card spaces. At HousingWire he began focusing his journalism on all aspects of the housing and mortgage markets.
Joe Fairless is a real estate investor that started buying multifamily properties in 2013 and now controls over $400,000,000 worth of real estate with a portfolio of 4,269 units. He is also the host of the world’s longest running daily real estate iTunes podcast, Best Real Estate Investing Advice Ever, where he has interviewed guests such as Barbara Corcoran, Robert Kiyosaki, Emmitt Smith, and Tony Hawk.
Joe has authored several books covering real estate investing and apartment syndication, including Best Real Estate Investing Advice Ever Volumes I and II,and, BEST EVER Apartment Syndication Book.Joe’s real estate advice has been featured on Forbes, Yahoo! Finance, Huffington Post and he was named 2018 Multifamily Investor of the Year by Think Realty. He is on the Board for Junior Achievement and received the honor of Outstanding Alumni at Texas Tech University.
Sue Woodard brings over 25 years of mortgage industry experience, strategic vision and leadership to her role as Chief Customer Officer at Total Expert. Her focus is on helping lenders achieve greater productivity and long-term success. Sue started her career as a processor, became a top originator, then leveraged her knowledge to become a highly acclaimed industry speaker, subject matter expert and technology executive.
In addition to having hosted a successful financial radio program and making guest appearances on CNBC, Sue has been awarded numerous industry honors, including the Mortgage Professional America HOT 100 list, the Housing Wire Vanguard Award, and the National Mortgage Professional Most Innovative Award. She also serves on the board of HOPE4Youth, a local non-profit working to end youth homelessness.
Barry Habib & Tim Braheem are two of the greatest minds in the mortgage industry. Not only have they both been on national top producer lists many years in a row, but they have founded and sold several successful companies in the mortgage space. These two men have coached & mentored thousands of mortgage professionals over the last 25 years, and are two of the most sought-after speakers in any real estate and financial related industry.
Deryck Cheney is the Founder & Master Coach at Deryck Cheney Mortgage Coaching. He started his coaching career in professional tennis before becoming a highly successful mortgage professional in the Washington DC metro area. He originated loans for 12 years and over $110 million in volume in 2010, his best year. He now coaches and trains mortgage professionals using his own systems while leading the industry in utilising technology to create, deepen and strengthen referral relationships.
Ben Anderson is the Founder of Ben Anderson 365 and is a top loan originator in the US. He was #17 on Scotsman Guide’s 2017 Top Originator List, and has been in the Top 20 for closed mortgage volume from 2012-2017. Ben has closed more than $3 billion in home loans and has helped over 10,000 families achieve the dream of home ownership. He has mastered systems that have made him a top mortgage originator in the US, and has taken his passion for originating and coaching and combined them to develop a program to coach other originators to financial freedom.
Scott Harris is the CEO of SocialSurvey and is passionately a Dad to his 4 children and Pops to his 3-year-old grandson. He is Co-Founder of Buyer’s Road, Inc. and the primary innovator of the SocialSurvey platform. Prior to founding Buyer’s Road, he held senior executive positions in both financial mortgage lending and real estate companies. Scott has been creating technology solutions in the mortgage and real estate industries for over the last 15 years.
Todd Duncan is the Founder & CEO of High Trust, and has written multiple New York Times best-selling books. Todd has hosted Sales Mastery which is the longest running event in the mortgage industry, with over 50,000 attendees in the last 25 years. Todd was in the top 1% of mortgage originators in the US by the time he was 27 and founded his first coaching and consulting company in 1994. Since then, he has had over 1 million certified students take mortgage industry courses through his companies.
David Lykken is the Founder of Transformational Mortgage Solutions and is a 45-year veteran of the mortgage industry. He has been the owner-operator of three mortgage banking companies and is the host of multiple podcasts including “Lykken on Lending” & “Lykken on Leadership” reaching thousands of listeners each week. David coaches countless C-level executives and is a regular guest on FOX Business and CNBC.
Ryan Serhant is the Founder of The Serhant Team & star of Bravo’s “Million Dollar Listing NY” & star and producer of “Sell It Like Serhant”. As one of the most successful real estate brokers in the world, he has sold billions of dollars in real estate, and has agents in New York, New Jersey, Los Angeles, Miami and the Hamptons. As a real estate expert, Ryan is also a frequent contributor to 20/20, CNN, CNBC, The Today Show and Bloomberg TV, while also being quoted in the NY Times, Wall Street Journal and Forbes. Ryan has twin degrees from Hamilton College, and lives in New York City with his wife Emilia.
The MME podcast was invited by SocialSurvey to do live recordings at the Create WOW Summit in San Ramon, CA on September 6-7, 2018. This episode is a compilation of three of the incredible speakers that took the stage.
Logan Young is the Co-Founder of BlitzMetrics, a Facebook marketing optimization company who has spent more on Facebook ads than nearly any company on the planet. He runs training programs and implements ad campaigns & marketing funnels for accounts. He is an internationally recognized keynote speaker, having travelled and lectured 15 countries across 5 continents.
Jason Frazier is the CEO & Founder of The Agent Marketer, a Mortgage and Real Estate marketing platform. He has more than 20 years of expertise in technology startups & venture capital, as he worked alongside the most talented innovators and disrupters in Silicon Valley, affectionately known as “The PayPal Mafia.” He is also an advisor to Blend, Frontdoor, and the NEST Real Estate Blockchain Platform.
SA Ibrahim was the CEO of Radian & CEO of GreenPoint Mortgage, and was named one of the 10 Best CEO’s of Mid-Cap Companies in 2015. He has an MBA from The Wharton School at the University of Pennsylvania, and has run companies with over 5000 employees. SA is currently an advisor & angel investor to socially responsible tech start-ups, as well as a speaker and consultant to some of the largest companies in the finance and tech industries.
Matthew Sullivan is the Founder & CEO and of QuantmRE, a blockchain and crypto currency startup that supports homeowners by helping them sell a fraction of the equity in their home without taking on more debt. He was a stockbroker and corporate financier in the City of London, he worked with Richard Branson’s corporate finance team, and was appointed Director and Trustee of Virgin’s London Air Ambulance.
Matthew co-founded the $50M Secured Real Estate Income Strategies Fund, and was Founder & President of CrowdVenture.com, a real estate crowd funding company. In his spare time he is a helicopter pilot and the host of his own podcast, “Hooked On Startups.”
Clayton Collins is the President & CEO at HousingWire and Founder & Managing Partner of Riomar Capital. Previously, Clayton worked at RBC Capital Markets in the Mergers and Acquisitions Group and was Vice President of National Sales and Marketing at Citibank.
Clayton completed his MBA at The Fuqua School of Business at Duke University. He graduated from Elon University with a BS in Business Administration. At HousingWire, he leads corporate strategy, product and editorial roadmap, and focuses on building a world-class team of business media professionals.
Cindy Ertman is National Success Strategist for RPM Mortgage, a division of LendUS, and is the CEO & Founder of Mortgage Master Pro & The Defining Difference. Cindy was recognised as one of the Top 100 Most Influential Mortgage Executives in America by Mortgage Executive Magazine for 4 years in a row and was named in the Top 100 Mortgage Loan Originators in the U.S. by Mortgage Originator Magazine for more than a decade.
Cindy has now dedicated her life to empowering the growth of others, and has a goal to help her clients get more out of life by making powerful, intentional choices to propel their income and achieve their peak performance, nurture their health and wellness, build connected referral relationships and accelerate their success in 7 key areas of their life by removing the blocks that limit their potential.
Jen Du Plessis is a highly sought after speaker, author, consultant, trainer, and coach. She is the author of of “LAUNCH! How to Take your Business to New Heights” & founder/host of the Mortgage Lending Mastery Podcast. In Jen’s workshops and training sessions she shares strategies she has applied in reaching her annual goals, while still maintaining a commanding lifestyle. Jen advises and guides her personal coaching clients through systems, structure, implementation and goal setting based on her own experience.
Jen began her mortgage career in 1983, after studying Architectural Design & Construction Engineering at Colorado State University. Jennifer has been featured in The Wall Street Journal and The Washington Post; and is a regular contributor to Mortgage Executive Magazine and Mortgage Women Magazine. She has been on Good Morning America, Sirius/XM Radio and Federal News Radio. Jennifer has been an adjunct Professor with several Universities in the Mid-Atlantic area. She has been named in the Top 1% and Top 200 Loan Originators in the US.
Michael Maher is the CEO of REFERCO, The World’s Leading Authority on Referrals. Michael went from a shack in a small town in Kansas to a prominent speaker, coach, and best-selling author. His book “The Seven Levels of Communication” has been #1 in the Amazon Real Estate Sales category for over 8 years, and has helped create a community of loyal followers known as The Generosity Generation, who believe in a kinder, gentler, and far more effective form of selling.
Michael’s wisdom and systems have made it to the top of the industry and provided him the opportunity to share the stage with some of the best in the real estate and mortgage industries. His GenGen events are one of the highest attended local real estate events across the US. When he is not traveling to speak, Michael resides at his home in Atlanta, GA with his son Max, wife Sheri, and rescue dog Lucky.
Matt Ahlmann is a social media strategist, and top level mortgage professional, who is recognised as an industry leader when it comes to digital and social marketing by offering the best trainings and latest information in the business. Initially known for developing the most comprehensive Facebook curriculum, his teachings continue to prove fantastic results. Matt has mastered the art of taking a rather complex issue and simplifying it for all who attend his training sessions. His ability to understand consumer behaviour through obsessive research, allows him to leverage his humorous yet transparent delivery to help others identify the type of creative content needed in order to grab the attention of their target audience.
Kelly Resendez is a writer, speaker, EVP at Paramount Partners Group, and founder of Foundation to Sustainable Success as well as Big Voices a women empowered network. She has published two books Foundation to Sustainable Success and the recent best-seller Big Voices. Kelly has more than 20 years of professional growth and success in the mortgage industry. She was a top producing mortgage originator and loan consultant and consistently funded over 100 million a year with 80% of her business as purchase volume. She credits her success to becoming the best person she can be and a lifelong journey to learn success principles to propel her business forward.
Bill Hart is an executive coach for Building Champions with roughly 12,000 hours in the coach’s chair, and has interviewed over 200 of the country’s top sales professionals and sales leaders in the past 20 years. He speaks to audiences of sales professionals across North America, as well as twice a year in Australia, on the best practices he’s learned from top players in that space. Bill recently finished writing his first book “White Collar Warrior – Lessons for Sales Professionals from America’s Military Elite” where he draws comparisons between the best our military produces and the most effective sales professionals. He resides in Moorpark, California with his wife Toni.
Dave Savage is the founder of Mortgage Coach, has over 30 years experience as a mobile tech pioneer and a mortgage industry agent of change. Committed to educating and preparing lenders and loan officers for the Digital Mortgage Revolution, Dave is often invited to company keynote and industry events such as MBA Tech, Sales Mastery and the Mastermind Summit. He also facilitates the Mortgage Coach Productivity Mastermind group on Facebook to help mortgage professionals connect and learn from each other.
Dave helps all originators achieve their personal and company best by creating weekly interviews with top producers and other industry leaders, and sharing these stories and strategies on the Mortgage Coach YouTube channel. To date, Dave has interviewed more than 1,000 leaders and the Mortgage Coach channel has been described as the most valuable YouTube channel for mortgage professionals.
Todd Bookspan is the founder of Win By Noon, a business planner designed to help sales professionals change their daily focus and find success in reaching their targeted goals. Todd is also a business coach and mentor to top sales performers and business executives, a frequent speaker at industry events, and co-host of the weekly Mortgage Coach Productivity Mastermind.
Todd was a $100M plus mortgage originator, consistently ranking in the top 25 mortgage originators in the US for closed loans per year. Todd used his experiences originating mortgages, along with his years of coaching and mentoring, to create efficient sales and productivity processes. Todd’s mission is to teach others how to be mindful and disciplined in their daily activities in order to consistently accomplish their most important priorities and reach their goals.
Casey Cunningham is the CEO of XINNIX, the Mortgage Academy. With more than 30 years of diverse retail mortgage banking experience, Casey is one of the most influential and trusted leaders in the industry. A close adviser to prominent executives across the nation, she has the proven ability to lead and transform organizations. Casey served as Executive Vice President of a $4 billion dollar mortgage company and earned recognition as one of the highest-ranking mortgage executives in the nation.
Casey established XINNIX, the Mortgage Academy, in 2002 and has recruited and led talented men and women from diverse industries to help XINNIX become the most recognized and acclaimed sales and leadership training academy in the mortgage industry. Her passion for professional standards, education, sales productivity and accountability has empowered professionals across the nation to experience more fulfilling and productive careers.
Tim Braheem is the founder, CEO and head coach at Performance Experts, and currently coaches in excess of 30 of the nation's top producing Loan Officers. From 1997 to 2004 Tim was recognized each year as one of the top fifty producing loan originators in the US reaching a peak personal production of over 676 loans and $236,000,000 in loan volume in a single year.
Tim was also a co-founder of LoanToolBox.com, an online educational website for the mortgage industry. As founder, CEO and Head of Faculty, Tim quickly became one of the top educators in the mortgage industry and was one of three finalists for CEO of the year as recognized by the Technology Counsel of Southern California. LoanToolBox.com was also recognized by Inc. 500 Magazine as one of the 500 fastest growing companies in the US.
Barry Habib is the CEO of MBS Highway, a platform created to help mortgage professionals articulate the opportunity in the housing market for their clients. He has been a frequent media resource for his housing and mortgage expertise including a long tenure with monthly appearances on CNBC and FOX.
Barry was recently named the top Real Estate forecaster by Zillow and Pulsenomics and has been presented with the Crystal Ball Award for the most accurate Real Estate forecasts out of 150 of the top economists in the US. Barry was recognized for having the highest annual origination production in the US on two occasions, and personally originated over $2 Billion dollars in mortgage loan production over his career.
In our first episode, we take a look back at a recent interview with Mortgage Marketing Expert podcast host Phil Treadwell on The Duley Noted podcast.
Phil is an entrepreneur and 15 year mortgage industry veteran. With experience as both a retail mortgage banker, and independent mortgage broker, he was a top producer in a multi-state region and has built sales teams in regions all over the country. Phil currently serves as a VP / Area Manager for Highlands Residential Mortgage, covering all of Arkansas and parts Missouri, Oklahoma, and Texas. Drawing from his knowledge and experience coaching originators and building teams he created the Mortgage Marketing Expert podcast.