Mortgage Marketing Radio: Recent Episodes
Mortgage Marketing Radio
Most loan officers are stuck on the bottom two floors of a pyramid they don't know they're standing on.
Floor one is solicitor. Cold calls, coffee invites, "I'd love to learn about your business." Agents have heard it a thousand times and they know what it is.
Floor two is vendor. You broke through, you're getting deals, and you're still leading with product and price. DSCR. Self-employed programs. Close on time. Everybody says that, which means it's worth nothing.
Between vendor and partner sits what I call the referral gap. This episode is about crossing it.
I recently sat down with Rachel on the Lending Leadership podcast and we went deeper than I planned to. We covered the pyramid, the one-to-many method I used to build my own business, why "five mile famous" beats being the best-kept secret in your market, and the three things you actually control when the market gets weird.
We also talked about the year I've had. Cancer, three months where I barely spoke, and what it teaches you when the thing you make your living with gets taken away for a while.
What you'll take from this one:
- The four stages of the Realtor Prospecting Pyramid, and where you're actually standing right now
- The referral gap — why price, products, and turn times can never move you from vendor to partner
- The one-to-many math: one meeting with 20 agents beats 20 meetings with one agent
- The exact soft close I use at the end of a class, word for word, that gets agents booking calendar time without a pitch
- Class topics agents actually want (their problems, not your products)
- How I turned 10 years and 425 episodes into a free searchable archive in about 12 hours
Resources mentioned:
- Swipe The Vault — 10 years of Mortgage Marketing Radio, searchable by topic, with swipe files and playbooks attached. Free: https://www.swipethevault.com
- Get More Agents — how I work with loan officers on agent classes: https://www.getmoreagents.com
- The Lending Leadership podcast with Rachel — go subscribe, she's doing good work:
https://www.hmamortgage.com/page/lending-leadership-podcast
If this one helps, the best thing you can do is leave a rating on Apple Podcasts or Spotify. 261 people have, and we're sitting at 4.9. It's how new loan officers find the show.
Six months chasing one agent. She finally texts back, and the Loan Officer freezes. No idea what to say.
Five years ago I'd have typed him a long answer from memory of how to reply.
Last week I just said: that's episode 317.
Here's what changed.
425 episodes of Mortgage Marketing Radio. Ten years of practitioners who actually do the work, scripting, database, agent classes, consumer direct. The answer to almost any problem you've got is already in there.
And functionally, all of it was unusable. A podcast feed is chronological. Your problem isn't. It shows up on a Tuesday when you've got 30 seconds to say the right thing.
So I had every episode distilled to its takeaways. Summary, quotes, links, play button. All of it behind one search box.
AI did in a weekend what would've taken me six months.
It's called The Vault. Free. No upsell. My thank-you for ten years.
In this episode, I also get straight with you about why it's happening now, because this show is changing.
Press play. Then go unlock the vault here: swipethevault.com
I'm back behind the mic with a rapid-fire episode — two swipeable ideas you can put to work this week, plus the one thing that decides whether anyone shows up to your next class.
Idea #1 — Turn MLS data into content realtors ask for.
Jerad Larkin pulled 12,029 Denver home sales and found roughly 63% closed with a seller concession, around $10,000 on average. He broke it down by property type and price range, white-labeled it into a carousel, and handed it to agents to post as their own. One Facebook post pulled 21 comments asking for the copy. I show you how to get the same data for your market from your title rep or an agent — and how to use it to start real conversations instead of chasing coffee meetings.
Idea #2 — The email that turns a closing into a class.
My buddy Anthony in Florida sends one email after every closing that edifies the agent, CCs their broker, and opens a direct line to the broker's office. I break down who to CC, what to say, and how it leads to hosting a class for the brokerage — with a recruiting angle brokers say yes to.
Bonus — The #1 secret to filling your class.
It isn't the food. It isn't the CE credits. It's the title. I run the quick test I've given hundreds of times and show you how to name a class agents actually sign up for.
Timestamps
00:00 – Back at the mic: Cabo, remission, and a health update
04:45 – Idea #1: Turn MLS data into a content play realtors ask for
06:30 – The Denver numbers: ~63% concessions, ~$10K, 12,029 home sales
12:00 – Be the partner, not the vendor: the offer that starts conversations
13:00 – Idea #2: The one email after a closing that books you a class
18:00 – The recruiting angle brokers say yes to
21:00 – The #1 secret to filling your next class (it's the title)
24:00 – A changeup is coming to the show
Resources & links mentioned
- Jerad Larkin's seller-concession carousel: https://tinyurl.com/bdt48jvz
- Jerad Larkin on YouTube: https://www.youtube.com/@milehightitleguy
- Get on the early-bird list for the August accelerator — DM me on Instagram or LinkedIn
Connect with Geoff
Instagram & LinkedIn: @GeoffZimpfer
Gen Z homebuyers are watching your videos, checking their credit, and still not picking up the phone. Here's exactly why, and the fix that gets them to call.
Guild Mortgage partnered with YouGov on a national Gen Z Homebuyer Study: 1,400+ buyers, open-ended answers, their real words. In this episode, guest host Katie Shive sits down with Drew Gillette, VP of Marketing at Guild, to break down why young buyers go quiet and the content that finally earns the call.
The number that explains it all: Gen Z rates their confidence to ever buy a home a 3.16 out of 10. They're not gone. They're embarrassed because they don't know enough, so they lurk instead of reaching out. Close that confidence gap, and you close the lead.
What you'll learn:
- Why 1 in 2 Gen Z buyers want to meet in person (the "TikTok mortgage" myth, busted)
- The income illusion: why higher earners feel LESS confident they can buy
- The one word buyers kept using, and why it keeps them off your calendar
- The realtor vs. loan officer trust gap, and the simple fix
- Why 75% trust friends and family over any loan officer (and how to use it)
- How to actually use YouTube, Reddit, and Facebook groups to get found
- The "reverse play" that leads to your referral partners
📊 Download the GenZ Survey:
https://drive.google.com/file/d/1OlDHDsn1PsEfxKuusN6IVRCf120lki31/view?usp=sharing
🔗 Connect with Drew Gillett:
https://www.linkedin.com/in/drewgillett/
🔗 Connect with Katie Shive:
https://www.instagram.com/heykatieshive/
You’ve been sold a lie: that if you just post enough content, the business will come.
It won’t. And in this guest-host takeover of Mortgage Marketing Radio, Michelle Mikel and Jennifer Butcher prove it with real numbers.
Jen is a 25-year mortgage veteran and host of the She Talks Money podcast. She was doing what all the gurus tell you to do — five videos a week, a polished feed, all of it. And she was still stuck on the question that haunts every originator: “When am I actually going to make money from this?”
So guest host Michelle Mikel put her through a 30-day challenge built on one rule that sounds too simple to work: one message a day, to one person you don’t know.
Inside this episode, you’ll hear:
• Why the $5,000/month social media manager is rarely
the answer (and what Jen pays instead)
• The difference between content that gets 20,000 views and content that gets paid
• The exact 4-part message framework that took Jen’s “yes” rate from ~30% to nearly 50%
• The “ick” prospecting lines you’re probably still using, and what to say instead
• How 30 messages turned into 5 podcasts, 6 agent meetings, and a calendar booked into July
If you’re tired of pouring time and money into content that doesn’t pay you back, this is the episode.
Hit play. Then send one message today.
———
Connect with Jennifer Butcher on Instagram: @JenniferButcherOfficial
Listen to Jennifer’s podcast:
Apple: https://podcasts.apple.com/us/podcast/she-talks-money/id1805894710
Spotify: https://open.spotify.com/show/2tVr8kAQv8L3xbhdOoWpvg?si=c915dc1f09e94139
Connect with Michelle Mikel on Instagram: @BermanMediaSocial
I studied two new research reports covering 260,000+ LinkedIn posts — and in this quick-hit episode, I break down exactly what's working on LinkedIn in 2026, specifically for loan officers and mortgage pros who want to get seen, build a personal brand, and attract referral partners.
Just the data, and what to actually do with it.
You'll learn:
✅ Whether links really hurt your reach (the answer surprised me)
✅ The format with an 11X interaction boost most LOs never use
✅ Why horizontal video beats vertical by 36% on LinkedIn
✅ The post length that performs 31% better in 2026
✅ The hashtag habit that drops performance 70%
✅ The 741% rule the top 1% of creators live by
✅ The lead magnet quietly crushing it right now (it's not a PDF)
🔗 RESOURCES & LINKS
- Build your personal brand voice with Katie Shive → https://www.KatieShive.com
- Want in on the next agent class cohort? It opens in September and fills fast. CLICK HERE to RSVP: https://tinyurl.com/arxcohort
You feel it, don't you? That constant pressure to post more, create more, be more online — just to keep up. Meanwhile, your pipeline isn't moving the way it should.
Here's what nobody's telling you: the top-producing loan officers I work with aren't stressing about their next post going viral. They're doing something different. Something that's been working since before social media existed. And it's making a massive comeback.
In this episode, I'm going off-script to challenge the "post more" narrative that the gurus keep pushing. I'll share why IRL — in real life — local influence is outperforming the algorithm for the loan officers I coach. And I'll give you real stories from real LOs who've added $20M, $30M, even doubled their production — not by becoming influencers, but by becoming the go-to lender in their local market.
You'll hear:
→ Why the "content creator" pressure is burning you out (and what to do instead)
→ The strategy that's landing LOs in front of 20-30 agents at a time
→ How one LO turned a single workshop into a spot on a national sales training call with 400+ agents
→ Why direct mail is working (yes, even with millennials)
→ Jeff Bezos's question that should change how you think about your business
→ Details on the Agent Referral Accelerator cohort launching May 21st
If you're tired of feeding the algorithm and ready to build real relationships that generate real referrals — this one's for you.
🔗 Learn more: https:www.getmoreagents.com
📩 DM me on Instagram or LinkedIn with questions
Six weeks ago, I went silent. No episodes. No posts. No noise.
I was fighting cancer.
Squamous cell carcinoma of the tonsil and tongue. Two rounds of chemo. Thirty rounds of radiation. And a whole lot of time to think.
Today, I'm back. And I'm not just picking up where I left off — I'm coming back with new clarity, new energy, and some powerful insights I can't wait to share with you.
In this episode:
- What the last 6 weeks looked like (the real version, not the polished one)
- A huge thank-you to the guest hosts who kept this show alive while I was down
- What I've been studying about AI, marketing, and visibility is about to change the game for mortgage professionals
- HubSpot's new AEO tool and why "Answer Engine Optimization" should be on every LO's radar right now
- A tease of a pivotal change coming soon to Mortgage Marketing Radio and MMI
This is a personal one. It's also one of the most important episodes I've ever recorded. If you've ever been knocked down and had to figure out how to get back up — this one's for you.
Episode Resources:
Hubspot AEO Tool: https://www.hubspot.com/products/aeo
Connect with Geoff:
- Instagram: @GeoffZimpfer
- LinkedIn: linkedin.com/in/geoffzimpfer
- YouTube: Subscribe to Mortgage Marketing Radio
Mike Faraci (founder of Red Button Media) sat down with James Duncan (former mortgage marketing exec, now advising at Calum Advisors) to tackle the question every loan officer is quietly asking right now:
"With so many new AI tools dropping every week... what the heck am I actually supposed to be doing?"
Here's what you'll walk away with:
→ The one question to ask yourself before adopting ANY new tool, platform, or AI "solution" (miss this and you'll burn months chasing shiny objects)
→ Why "prompt engineering" is a skill — not a position — and the exact move James uses to get AI to prompt ITSELF on your behalf
→ The "story vs. point of view" distinction that separates forgettable loan officers from the ones clients actively seek out
→ Mike's 24-hour video challenge that got one broker TWO extra referrals in a single week (spoiler: it takes less time than typing the text)
→ The "Domino's Pizza Tracker" trick one mortgage company stole to boost loan process engagement
→ Why AI avatars are going to be the downfall of loan officers who lean too hard into them — and what to do instead
→ The truth about niching down that most LOs are getting wrong
Whether you're a producing LO, a marketing director, or a CEO trying to figure out how to stay human in an AI-saturated market — this one's for you.
Mentioned in this episode:
- Red Button Media → hittheredbutton.com
- Connect with Mike: LinkedIn: https://www.linkedin.com/in/mikefaraci/
- Connect with James: LinkedIn: https://www.linkedin.com/in/jamesduncan-caelum/
Most loan officers are solving the wrong problem.
They think next-gen buyers need lower rates. Or bigger down payment assistance programs. Or easier qualifying standards.
The data disagrees.
Kristin Messerli, Co-Founder of First Home IQ, has spent six years surveying 9,000-plus respondents to study exactly what is holding millennials and Gen Z back from buying their first home. And what she found is that the biggest barriers have nothing to do with money.
They have everything to do with trust, overwhelm, and misinformation.
In this episode of Mortgage Marketing Radio, guest host Katie Shive and Kristin break down the 2026 NextGen Homebuyer Report -- what the data reveals, what it means for your business, and what you can do about it right now.
Links and Resources:
- NextGen Homebuyer Report 2026: https://nextgenhomebuyer.com/reports/2026
- First Home IQ: https://firsthomeiq.com/
- First Home IQ Monday Workshop (Free): https://firsthomeiq.com/workshop/
- Geoff Zimpfer Lunch and Learn Resources: https://join.goagentrx.com/webinar
- Connect With Katie Shive: https://katieshive.com/
He's closed over $4 billion in mortgage production. He's not yet 40. And there's a good chance you've never heard of him.
That changes today.
In this power-packed episode, NFM Lending Managing Director Greg Sher steps in to guest host and sits down with one of the most quietly elite loan originators in the country, Oleg Tkach. Born in Ukraine, started in mortgage at 18, and built a $4 billion career without a major social media presence, without cold calling, and without ever chasing business the "old school" way.
This is the kind of interview you stop what you're doing to listen to. Twice.
Here's what Oleg breaks down in this episode:
→ The "Agent Programming" strategy — why most LOs are accidentally training their agents NOT to send them business (and how to flip the script)
→ The #1 conversion killer in your business right now (hint: it has nothing to do with your rate or your product)
→ Why trying to be an agent's PRIMARY lender may be the biggest mistake you're making — and what to go for instead
→ The 3-level agent relationship framework: Business Level, Backup Level, and Program Level
→ Why "the friend zone" is killing your referral pipeline and how to escape it
→ Oleg's Zoom + PowerPoint presentation strategy that gets agent meetings from anywhere — no drive-bys, no donut runs
→ How one of his coaching students went from $93 million to on pace for $240 million in one year
→ The 3-part formula behind "your best year ever" — simple enough to execute, powerful enough to break COVID-era refi numbers with purchases
→ Impact Elite Coaching's "The LAB" event — April 22–23 in Newport Beach at the Pendry Hotel
Learn More About The Lab Event: https://www.impactelitecoaching.com/the-lab
Thanks to Greg Sher for guest-hosting the podcast again. Let Greg know if you liked this episode.
Connect with Greg on LinkedIn here: https://www.linkedin.com/in/greg-sher/
Ready to scale your agent referrals without chasing or cold-calling? New cohort opening in April.
Get on the waitlist here: https://go.myagentclasses.com/home
A borrower you've closed loans for before just photographed your Loan Estimate and dropped it into ChatGPT.
The AI told them you're overcharging.
You're not. But they believed it anyway — and the deal went somewhere else.
This is not a hypothetical. It happened to one of Trevor York's clients last week. And according to a stat dropped in this conversation, 77% of consumers now trust AI as much as a human expert. That number was lower a year ago. It will be higher next year.
So here's the real question: when your client runs your deal through a chatbot tonight — and some of them will — is the trust you've built strong enough to survive it?
In this episode of Mortgage Marketing Radio, I sit down with Trevor York — loan officer, founder of LinkSpot, and one of the most forward-thinking minds in the mortgage industry — to break down exactly what is happening to loan officers who haven't figured this out yet. And more importantly, what the ones who have figured it out are doing differently.
This is not a feel-good conversation. It is a wake-up call.
CONNECT WITH TREVOR YORK:
LinkSpot: https://www.linkspot.com
Instagram: @trevoryork
Connect With Katie Shive:
LinkedIn: https://www.linkedin.com/in/katieshive/
Website: https://katieshive.com/
What if the loan officers who are struggling most to grow their business are asking the wrong question — and one loan officer from Fargo, North Dakota figured out the right one?
In this episode, guest host Katie Shive sits down with Kayla Kallander — a top-producing loan officer, LinkedIn powerhouse, and first-time home buyer advocate who's built a referral machine in one of the most overlooked markets in the country.
If you think first-time home buyers are too much work for too little payoff, this episode is going to flip that script entirely.
Here's what we get into:
"Prescription Without Diagnosis Is Malpractice" — Why Kayla refuses to quote a rate before she knows the full picture, and how this one mindset shift positions her as a trusted advisor instead of a commodity.
The Realtor "Three Card" Problem — What Kayla says to realtors who still give out multiple lender cards, and the exact script she uses to get exclusive referrals.
Social Media Without a Marketing Team — She's active on LinkedIn, Instagram, Facebook, and TikTok — with just a VA and a Canva account. She breaks down exactly how she does it and why stories are where the real magic happens.
Why LinkedIn is the Most Underrated Platform for Loan Officers — How one LinkedIn post led to a group of financial advisors sending her 30% of her annual business — from a state she'd never even worked in.
The Real Cost of Rate Shopping — The client who called comparing rates from a Minnesota credit union and what Kayla said that turned it around on the spot.
The Magic of First-Time Buyers — Why the clients most loan officers avoid are the ones building Kayla's most loyal referral base.
The Viral Carousel Post — How a contrarian Saturday morning post about interest rates triggered more DMs, new followers, and a cross-state referral relationship than anything she'd posted before.
Plus — how she's using AI (specifically Claude) with a custom brand book to write content that actually sounds like her, not a robot.
Whether you're a veteran loan officer looking to reignite your pipeline or a newer LO trying to figure out where to start, this conversation is loaded with real, repeatable strategies that are working right now.
Listen. Take notes. Then go post something.
Show Notes / Resources Mentioned:
- Connect with Kayla on LinkedIn: https://www.linkedin.com/in/kayla-kallander/
- Connect with Kayla on Instagram: https://www.instagram.com/kaylakallandermortgage/
- First Home IQ: https://www.firsthomeiq.com/
- LenderCrate: https://lendercrate.com/
- Coffee and Contracts: https://coffeecontracts.com/
- Claude AI: https://claude.ai/
Connect with Katie on LinkedIn: https://www.linkedin.com/in/katieshive/
What does it actually look like when a top-producing loan officer stops dabbling with AI and fully embeds it into every layer of his mortgage business?
In this episode of Mortgage Marketing Radio, guest host Katie Shive sits down with Abdel Khawatmi — Area Manager and founder of Got Mortgages with PRMG — to break down the exact system behind 121 units, $40M in personal production, and 210% net revenue growth year over year.
This is not a conversation about generating social media captions with ChatGPT. This is a ground-level look at how a working originator rebuilt his operations, client experience, and team structure around AI — and what that means for every loan officer trying to compete right now.
What you'll learn:
- Why Abdel cut his offshore team from 7 to 3 — and what AI does instead
- How he uses ChatGPT to calculate Schedule C & E income, build SOPs, and draft compliant letters of explanation
- Why he’s on the phone with clients MORE since implementing AI — not less
- The hyperlocal event strategy that his referral partners can't stop talking about
- His ROI framework: Relevance, Omnipresence & Intimacy
- The 4-step client experience model that keeps his pipeline full without him being the first touch
- The one thing he tells every loan officer who asks, "where do I start?"
If you are a loan officer grinding in a tough market and wondering how to build a smarter, leaner, more profitable business — this is the episode you have been waiting for.
Connect with Abdel on LinkedIn
https://www.linkedin.com/in/abdel-khawatmi-79a511144/
Connect with Abdel on Instagram:
https://www.instagram.com/got_mortgages/
Connect with Katie Shive on LinkedIn:
https://www.linkedin.com/in/katieshive/
What if 10 loans a month — not 30 — was actually the goal?
Sam Abazari has coached over 120 loan officers. His LOs average doubling their business every three months. His top producer closes 30 loans a month. And his branch does $250 million a year.
But his argument? The sweet spot is 10 loans a month, one assistant, 25-35 hours a week, and 200-300 bps margin.
That's the formula for financial freedom, time freedom, and mental bandwidth — all three at once.
In this episode of Mortgage Marketing Radio, Sam fills in for Geoff Zimpfer (who is battling cancer and asked his friends to keep the show going) and delivers a complete, step-by-step operating system for loan officers who want to build a business that works — without working themselves into the ground.
Connect With Sam On LinkedIn:
https://www.linkedin.com/in/samabazari/
Join Sam’s Skool Community:
https://www.skool.com/level-up-lo/about?ref=699a37257d224cf5b321e24964b6be64
What does it take to close 230 purchase units in your first year as a loan originator?
For Andy Beigel, it started with one obsession: practice.
While every other LO chased refi money in 2020, Andy was cold-calling realtors on Zoom — building a purchase pipeline from scratch. By year-end, he had 230 units. By 2025, he had $93M in personal production and a $250M branch he built from zero in Columbus, Ohio.
In this episode, Andy breaks down:
→ His word-for-word rate objection rebuttal
→ The first 30 seconds of every intake call (scripted — every time)
→ The 2-step realtor conversion process behind his book of business
→ The "positive feedback loop" secret that lets you delegate without losing agents
→ What he looks for in recruits (hint: not experience)
→ How a 22-year-old he hired now closes 125+ units a year. His philosophy: do 100 small things 1% better than everyone else, and you're 100% superior at game time.
Special episode: Guest host Greg Sher of NFM Lending pinch-hits for Geoff Zimpfer, who is battling cancer.
Connect with Andy:
abeigel@nfmlending.com
@andybeigel on Instagram
Connect with Greg on LinkedIn:
https://www.linkedin.com/in/greg-sher/
In this episode of Mortgage Marketing Radio, we talk with top-producing mortgage originator and elite coach Amir Syed to reveal the exact blueprint mortgage loan officers need to follow in 2026 to thrive—not just survive.
Whether you're a mortgage loan originator, broker, or LO looking to increase production in a competitive market, Amir breaks down the 3 critical pillars every LO must master right now:
- Marketing and Personal Branding – How to become “Five-Mile Famous” and generate referrals without begging agents.
- Sales and Persuasion – Why “the phone isn't a cactus” and how top LOs are diversifying beyond Realtors.
- Operations and Scaling – The exact hiring process to find your “superstar LOA” and break through your current ceiling.
🔑 Plus:
– The 5 types of intelligence every elite LO is building in 2026
– Why your pre-COVID skills are killing your post-COVID results
– A foolproof hiring framework to scale your mortgage business (including the 3 questions every candidate must answer)
🎯 If you're serious about growing your mortgage business, this is a must-listen playbook for building momentum in Q1 and beyond.
Connect With Amir Syed
Instagram:https://www.instagram.com/amirsyed/
LinkedIn:https://www.linkedin.com/in/amirsyed/
GO! Coaching:https://www.gocoaching.io/
Is social media actually hurting your business more than helping? What if you could grow without chasing trends, dancing for the algorithm, or constantly creating content? 👉 Get the Knowledge Bank Business Plan here: https://www.authoritydotio.com/knowledgebank-lm63306988?utm_source=YouTube&utm_medium=video&utm_campaign=Sunny+Lenarduzzi+Channel&utm_content=Social+Media+Is+Over%2C+Here%E2%80%99s+What+Will+Grow+Your+Business
In this video, I share why I completely quit social media — and how our business still grew without it. After over a decade of building online, I stepped away from every platform... and the results shocked me. You’ll learn exactly how we use pull marketing, long-form content, and micro-universes to scale with less noise and more peace.
If you’re burnt out by content creation and wondering if there’s another way, this is it.
Video Timestamps:
Chapters 00:00:00 Why I quit social media (and what happened after) * 00:01:42 Push vs. Pull Marketing: what’s working now * 00:04:50 Why long-form video builds more trust (and better clients) * 00:07:49 The Triangle of Trust: how to win on any platform * 00:09:10 Creating the Algorithm Flywheel to grow on autopilot * 00:10:35 Micro-universes vs. big audiences: quality over quantity * 00:13:22 The 10-year content strategy that still works * 00:19:10* Why you must own your audience (and how to start)
👉 FREE TRAINING (hosted by Sunny Lenarduzzi) - 4 SIMPLE STEPS TO TURN YOUR EXISTING SKILL SET INTO A 6-FIGURE BUSINESS (without Paid Ads!): https://www.authoritydotio.com/masterclass
👉 READY TO APPLY? If you have an expertise to share and you're ready to make a big impact by creating your highly scalable online course, click the link below to schedule a time to see if we're a fit to work together inside of Ascent:
https://www.authoritydotio.com/now
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👋 SAY HI:
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Thanks for watching and see you in the next one! 💛 - Sunny
https://youtu.be/7pKRGZYyy9Y
How I Built an Online Course that Makes $5M/Yr - https://www.youtube.com/watch?v=UgWwnTrvm2w
How I Made $30M On YouTube Without Millions Of Views - https://www.youtube.com/watch?v=NWcQ63xHFmo
How I Make $500K/Month Without Social Media - https://www.youtube.com/watch?v=jQAxjKuJcBA
Here’s How I would make 100k in 6 Months - https://www.youtube.com/watch?v=6aKiQUrIGuk
OnlineCoaching #CoachingBusiness #CourseCreation #OnlineBusiness #YouTubeStrategy #authority #Authorityio
Forget resolutions. In this solo episode, I’m taking you inside the personal mindset shift I’m making for 2026 — one that’s already reshaping how I lead, work, and live.
Instead of a list of goals, I’ve chosen two powerful words to guide everything I do this year:
👉 Gratitude and Delegate.
These aren’t just nice ideas — they’re essential strategies for cutting through the noise, clarifying priorities, and leading from a place of alignment.
Inside this episode:
- Why resolutions often fail (especially in the mortgage business)
- What my recent throat cancer diagnosis revealed about how I spend my time
- The power of choosing One Word (or Two) to anchor your life and business
- A 5-question exercise to help you uncover your own guiding word(s)
- A free GPT tool I created to help you find your word in minutes
- A deeper reflection on faith, focus, and what really matters
Whether you’re a loan officer, leader, or entrepreneur, this episode will help you pause, reflect, and get intentional about how you show up in 2026.
🎁 FREE RESOURCE:
Need help choosing your One Word?
Use my free GPT-powered tool:
👉 https://tinyurl.com/2026word
P.S. I’m hosting a private workshop where I’ll share what I’ve learned from almost 400 podcast interviews with top mortgage pros — and how they consistently generate high-trust agent referrals without chasing, cold-calling, or begging for coffee meetings.
You’ll get the full referral framework I teach inside the Agent Referral Xcelerator, and if it feels right, you’ll get a chance to join the next cohort.
👉 Join the early interest list here.
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In this powerful episode, Katie Shive reveals how mortgage pros can leverage AI to build visibility, rank in search, and attract real leads online. Katie, a brand strategist and AI marketing coach, breaks down the concept of GEO — Go Everywhere Optimization — and how it’s changing the way consumers find mortgage professionals.
You’ll learn:
- How to create a "core entity statement" that helps AI recommend you first
- Why your bio consistency across platforms like LinkedIn and Google is critical
- The difference between creating content for humans vs. robots
- How to turn one podcast or blog post into an entire week’s worth of marketing
- How ChatGPT and other LLMs are now directly referring mortgage professionals to leads and what triggers that
Whether you’re a seasoned LO or just starting to explore AI tools, this episode is a must-watch if you want to be found first and fast in search.
Show Notes:
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Are you stuck in the same production level year after year, wondering why the needle isn’t moving? It’s not because you’re not capable—it’s likely because you’ve stopped asking the right questions. Imagine if you had a framework to challenge your assumptions, elevate your standards, and scale your business with intention.
Today on the show, we’re diving into a powerful self-audit: What are the 13 questions every loan originator should ask themselves to grow, scale, and lead in 2026?
To help us explore that, I’m joined by Matt Weaver—ranked the #1 mortgage originator in the U.S. by units closed, with over 1,100 loans funded last year alone. Matt leads a team in Florida that runs like a high-performance machine.
In this episode, you’ll walk away with:
- A blueprint to build standards so strong, your business becomes impossible to ignore,
- The exact mindset shift that turns agents into loyal, long-term clients,
- And a fresh perspective on what your brand actually is—beyond social media fluff—and how to build one rooted in performance, purpose, and clarity.
And there’s something deeper we’ll uncover: the hidden role of imposter syndrome—and how it might actually be your greatest asset.
So if you’re ready to raise your bar and redefine what’s possible for your business in 2026, then stick around for this episode.
Learn More about Matt's Coaching
Connect With Matt on Instagram
Matt's YouTube Podcast
Want to double your Realtor referrals without chasing, cold-calling, or paying for leads?
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In this special crossover episode, you'll hear Geoff Zimpfer guest-host The LO Down Community Call with Connor Bartley to uncover how four top-producing LOs are generating real pipeline through strategic agent events. Forget the stale Lunch & Learns—this panel breaks down what’s actually working to get butts in seats and referrals on the books.
You’ll learn:
- Why classes are the most leveraged way to connect with agents at scale
- How to pick topics agents care about (hint: it’s not mortgage guidelines)
- The exact steps to promote your event—even if you’re starting from zero
From investor workshops to modern marketing panels, this episode gives you the blueprint to host agent classes that attract, convert, and scale.
Connect with Connor on LinkedIn
Learn More About myAgent Classes
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In this episode, we welcome James Duncan, a recognized leader in mortgage marketing who was honored as a “Marketing Leader” by HousingWire in 2022. James Duncan is the Founder and Chief Marketing Strategist at Caelum Advisers—an agency specializing in helping mortgage executives build resilient, growth‑focused marketing systems.
James shares how to modernize your marketing strategy, avoid common tech traps, and align your brand to drive real ROI—without losing the personal touch your clients expect. You'll also hear James share how to use AI in a way that supports your team, and why human connection remains a competitive advantage for maximum ROI.
If you’re a loan officer or marketing leader looking to stay ahead of the curve while staying authentic, this episode is for you.
Connect with James on LinkedIn
Learn More About Caelum Advisers
Want to double your Realtor referrals without chasing, cold-calling, or paying for leads?
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In today’s episode of Mortgage Marketing Radio, we’re tossing out the old networking playbook and redefining what real connection looks like in today’s noisy, tech-heavy world. I'm joined by Lindsey Meyer, Jen Peachman, and Philip Mancuso, three of the 25 authors behind the new book Rethink Everything You Know About Networking.
This isn’t about business cards, small talk, or shallow connections. It’s about authenticity, intentionality, and using education and human value as your lead strategy.
We’ll explore how to create a ripple effect through small, meaningful actions, and why vulnerability is one of the most underrated tools in your business toolkit.
🔑 Three Key Takeaways1. Intentional networking beats passive presence – Showing up with purpose and a clear message builds trust faster than any cold pitch. 2. Lead with value, not expertise – You don’t need to be a subject matter expert; you just need to offer useful, relevant insights people care about. 3. Vulnerability is a connection multiplier – When you're willing to share your real story, you invite others into a deeper, more lasting relationship.
Order the Book On Amazon
Connect with Lindsey Meyer
Connect with Jen Peachman
Connect with Philip Mancuso
Want to double your Realtor referrals without chasing, cold-calling, or paying for leads?
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In this episode, we dive deep into how to build, hire, and grow an effective mortgage team with guest expert Irene Duford, a veteran in the mortgage industry who has coached over 1,000 loan officers, team leads, and branch managers.
You’ll learn when to start hiring, what your first role should be, how to define the job before you put up the ad, and exactly how to leverage personality profiling tools like the DISC assessment to avoid the costliest hiring mistakes.
The conversation starts with the common pain point: loan officers trying to “do it all” alone, juggling lead generation, underwriting, processing, and closingwhich leads to burnout, inconsistent pipelines, and stalled growth. Irene explains that once you’re closing around five loans a month, it’s time to seriously think about adding support.
Key takeaways for this episode:
- Know when to hire – Once your team is doing ~5 loans/month and you’re wearing too many hats, it's time to hire.
- Define the role first – A clear job description, process, and expectations reduce hiring drag and frustration.
- Use behavioral profiling – Tools like DISC, and values assessments help match candidates to roles and avoid costly hiring mistakes.
Whether you’re a solo loan officer looking to build your first team or a branch manager ready to optimize your hiring process and team structure, this episode is packed with actionable advice on hiring the right person, building systems, and creating a high‑performing mortgage team.
Connect with Irene on LinkedIn
Follow Irene on Instagram
Want to double your Realtor referrals without chasing, cold-calling, or paying for leads?
See how Travis Newton grew his production by $40 million!
Check Out myAgent Classes Here
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💼 Connect on LinkedIn
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SAY THANKS
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Stuck at 3–4 loans a month? You’re not alone—and it’s not your fault.
In this episode, Geoff sits down with Todd Scrima, founder of Summit Funding and coach to over 5,000 LOs, to break down why most loan officers never scale, and exactly what to do about it.
You’ll learn:
- Why 96% of LOs are stuck below $20M/year
- The script Todd gives to top producers to re-engage past clients
- How to delegate outbound calls and book more high-quality appointments
- The mindset shift that moves you from survival to serious momentum
This one’s all about systems that actually move the needle, especially heading into 2026.
Connect With Todd:
Jolt Marketing
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G Leave a rating on Spotify
Want to double your Realtor referrals without chasing, cold-calling, or paying for leads?
See how Travis Newton grew his production by $40 million!
Check Out myAgent Classes Here
Episode Summary:
Most mortgage professionals think their biggest challenge is inventory or affordability, but the real problem might be hiding in plain sight: your sales process. In this episode, I sit down with Jake Vermillion, CMO of Mortgage Champions, to unpack why most loan officers are still selling like it’s 2021… and how that’s quietly destroying trust, pull-through, and long-term loyalty.
Jake reveals how misalignment between marketing and sales is creating a broken borrower experience—and what to do instead. From replacing “Apply Now” with value-first engagement, to knowing where AI belongs (and doesn’t), this episode is a must-listen for any LO or leader who wants to stay relevant and competitive in 2025 and beyond.
Connect WIth Jake on LinkedIn
Learn More About Mortgage Champions
Double Your Agent Referrals
Check out myAgent Classes Here
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A Connect on Instagram
S Connect on LinkedIn
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SAY THANKS
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G Leave a rating on Spotify
Want more Realtor referrals as a Loan Officer without chasing, cold-calling, or paying for leads?
Discover the proven Realtor referral system top mortgage professionals use to double Realtor partnerships and generate consistent mortgage leads:
Go to: https://www.go.myagentclasses.com
Episode Summary:
In this episode, we talk with Andrew Penner about the often-overlooked goldmine every loan officer already has: their past clients.
We explore why so many lenders lose out on repeat business because they don’t know when clients are ready to buy again, refinance, or invest.
Andrew introduces Milo.ai, a platform that uses behavioral signals and deeply integrates with CRMs to help mortgage professionals stay top of mind without overburdening their time.
The conversation also touches on maintaining authenticity in communications, balancing automation with the human touch, and preparing now for a likely surge in demand moving into 2025–2026.
Learn More About Milo
Connect With Andrew
Double Your Agent Referrals With myAgent Classes
Watch the Video Here
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SAY THANKS
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Want more Realtor referrals as a Loan Officer without chasing, cold-calling, or paying for leads?
Discover the proven Realtor referral system top mortgage professionals use to double Realtor partnerships and generate consistent mortgage leads:
Go to: https://www.go.myagentclasses.com
Episode Summary:
Why are so many loan officers struggling in today’s market, while some are having their best year? In this episode of Mortgage Marketing Radio, real estate coach Tom Ferry reveals the hard truth: most loan officers and real estate agents won’t survive unless they adapt.
Tom explains why this market requires four times the effort for a fraction of the income and why so many originators are struggling to generate leads, build referral partnerships, and close deals.
If you’re a mortgage professional who feels stuck, ignored by Realtors, or frustrated with the current market, this interview is packed with strategies to help you stay relevant and grow.
You’ll learn:
- Why most loan officers fail in a shifting market
- The mindset shift from ego to economics
- How to create momentum when sales cycles get longer
- Simple ways to differentiate yourself from other LOs
- What top performers are doing to generate Realtor referrals and client trust
If you want to survive and thrive as a loan officer in this tough housing market, don’t miss this powerful conversation with Tom Ferry.
Follow Tom Ferry
Instagram: @TomFerry - https://www.instagram.com/tomferry/
Facebook: @TomFerry - https://www.facebook.com/TomFerry
LinkedIn: Tom Ferry - https://www.linkedin.com/in/tomferry1/
YouTube: Coach Tom Ferry – https://www.youtube.com/user/RealEstateTrainingTF
Have a question you’d like Geoff to answer on the podcast?
Leave a quick voicemail at www.askgeoffanything.com, and you could be featured in the next AMA episode!
Want to Host Realtor Classes That Fill Seats & Your Pipeline, Without Doing It All Yourself?
If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success.
See if myAgent Classes is the right fit for you.
Watch the Video Summary Here
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In this special AMA edition of Mortgage Marketing Radio, we tackle a question from a 20-year industry veteran who’s struggling to turn social media activity into actual clients. Posting is easy, but how do you convert those likes and comments into leads, and then into closed loans?
You’ll learn how to:
- Choose the right social platform to prioritize for conversions.
- Move beyond posting for vanity metrics and start generating real conversations.
- Create a simple, repeatable follow-up flow once a lead reaches out.
- Turn casual engagement into booked calls and, ultimately, funded loans.
Whether you’re just getting started with social or you’ve been posting for years without much traction, this episode will give you the clarity and confidence to start converting.
Have a question you’d like Geoff to answer on the podcast?
Leave a quick voicemail at www.askgeoffanything.com, and you could be featured in the next AMA episode!
Want to Host Realtor Classes That Fill Seats & Your Pipeline, Without Doing It All Yourself?
If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success.
See if myAgent Classes is the right fit for you.
Schedule a Call with Geoff
Connect With Geoff
📸 Connect on Instagram
💼 Connect on LinkedIn
📹 Subscribe on YouTube
SAY THANKS
💜 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
Want to Host Realtor Classes That Fill Seats & Your Pipeline, Without Doing It All Yourself?
If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success.
See if myAgent Classes is the right fit for you.
Schedule a Call with Geoff
Episode Summary:
In today’s challenging mortgage market, many loan officers are struggling to keep business flowing. But Paul Parsons, known as the Home Loan Superhero, is consistently closing 20–30 loans every single month.
Whether you’re a mortgage loan officer, branch manager, or sales leader, this conversation will give you a blueprint to grow your business in any market. Paul shares the systems, scripts, and strategies that are driving his success, and how you can implement them to win more deals without chasing every agent in town.
Key Takeaways:
- How Paul’s “selective partnership” approach creates loyalty and repeat referrals.
- Why focusing on first-time buyers is a winning strategy in today’s market.
- How TikTok and virtual homebuyer seminars are turning browsers into buyers.
- The Realtor onboarding process that builds trust and differentiation.
- How to avoid the “transaction recession” mindset and grow regardless of market conditions.
Connect With Paul:
TikTok
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SAY THANKS
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ASK GEOFF A QUESTION
❓ Ask Your Question Here
Want to Host Realtor Classes That Fill Seats & Your Pipeline, Without Doing It All Yourself?
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See if myAgent Classes is the right fit for you.
Schedule a Call with Geoff
Episode Summary:
Are you still trying to “grab coffee” with agents, hoping for a referral that never comes? That playbook’s expired. In this episode, we’re joined by Arjun Dhingra, mortgage veteran, media brand builder, and martial arts coach, who shares how to flip the script, stop chasing, and start building a platform that pulls agents to you.
You'll learn:
- Why “F coffee” is more than a catchphrase, it’s a strategic reset
- How to identify your unique value and package it into a brand that agents remember
- The exact playbook Arjun used to create a referral-generating community of agents
- How to build exclusivity that makes agents ask you for a seat at the table
- And More!
If you're ready to go from overlooked to in demand, this episode shows you how.
Connect With Arjun Here
Connect With Geoff
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SAY THANKS
💜 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
ASK GEOFF A QUESTION
❓ Ask Your Question Here
Here’s How the Top 1% Get Agent Referrals On Demand
Join Geoff Zimpfer for a high-impact training where you’ll discover the exact system the top 1% are using to attract agent referrals on demand… without begging for coffee meetings or being treated like a vendor.
Seats are limited. Register for the Training Here
Episode Summary:
In this episode, Geoff Zimpfer sits down with social media strategist Michelle Berman Mikel to reveal the simple daily action that will transform your pipeline: sending just one outbound message every day.
What you’ll learn in this episode:
- Why “more followers” and “higher engagement” aren’t the right goals – and the single question you should be asking instead
- How to identify your personal “levers” so every message resonates with prospects
- The breadcrumbing approach that turns one-to-many outreach into real conversations (without endless scrolling)
- A real-world success story of how one message a day rescued a mortgage business from its worst month—and set it up for record growth six months later
🔗 Resources & Links
- Connect with Michelle Berman Mikel
ASK GEOFF A QUESTION
❓ Ask Your Question Here
CONNECT
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SAY THANKS
💜 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
Here's How the Top 1% Get Agent Referrals On Demand
Join Geoff Zimpfer for a high-impact training where you’ll discover the exact system the top 1% are using to attract agent referrals on demand… without begging for coffee meetings or being treated like a vendor.
Seats are limited. Register for the Training Here
Episode Summary:
Learn why “chasing views” is crushing your ROI and how to build a repeatable video system that fills your sales pipeline. In this episode, Mike Faraci (author of Rethink Everything: The Power of Video for Business and Sales) breaks down his 5-pillar content framework.
- Define target viewer personas (buyers, referral partners, niche professionals)
- Use strategic content buckets: news, educational explainers, problem-solving tips, success/failure stories, local spotlights
- Multiply your content by combining each persona with each pillar for 25 micro-topics
- Repurpose one core idea across reels, shorts, posts, emails, and more
- Craft conversational CTAs that spark genuine lead conversations
You’ll discover the exact metrics to track (hint: it’s not views), the timeline for real results, and the simple onboarding exercise that ensures every clip you post drives genuine leads.
Connect With Mike on LinkedIn
Visit Mike's Website
Get Mikes Book on Amazon
ASK GEOFF A QUESTION
❓ Ask Your Question Here
WHEN YOU'RE READY
✅ Get Your Realtor Referral Score
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CONNECT
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💼 Connect on LinkedIn
📹 Subscribe on YouTube
SAY THANKS
💜 Leave a review on Apple Podcasts
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Here's How the Top 1% Get Agent Referrals On Demand
Join Geoff Zimpfer for a high-impact training where you’ll discover the exact system the top 1% are using to attract agent referrals on demand… without begging for coffee meetings or being treated like a vendor.
Here's What You'll Learn:
How to get in front of the right agents (and actually get a response)
What to say to position yourself as a partner, not a vendor
How to turn one agent class into a steady stream of referrals—without doing it all yourself
Seats are limited. Register for the Training Here
Episode Summary:
In this exclusive interview, top mortgage influencer Neel Dhingra breaks down exactly how he went from zero social media presence to 4X business growth using content marketing for loan officers. No more cold calling. No more begging agents. Just modern, scalable loan officer marketing strategies that actually work in 2024.
What you'll learn:
- How to get mortgage leads without paid ads
- The "cringe before they binge" approach to content
- How to turn Instagram videos into closings
- Why most mortgage pros fail at content—and how to fix it
- Lead gen systems that work while you sleep
If you're ready to stop chasing and start attracting, this conversation is a masterclass in modern marketing for mortgage professionals.
Connect With Neel on Instagram
Follow Neel on YouTube
Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself?
If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success.
See if myAgent Classes is the right fit for you.
Schedule a Call with Geoff
ASK GEOFF A QUESTION
Ask Your Question Here
Episode Summary:
Most loan officers are chasing agents. Theoni Rapo is attracting clients—directly from TikTok.
In this episode of Mortgage Marketing Radio, host Geoff Zimpfer sits down with Theoni Rapo, the powerhouse behind the viral brand Not Your Daddy’s Lender. With over 238,000 TikTok followers and nearly $20 million in 2024 loan volume, Theoni shares how she used short-form content to build a nationwide, consumer-direct mortgage business. No cold calls. No coffee dates.
Whether you’re trying to grow your brand, attract better leads, or ditch outdated sales tactics, this episode breaks down exactly how to start showing up online—and getting clients to come to you.
Key Takeaways1. Why Social Content Beats Cold Calling - Theoni shares how she replaced traditional prospecting with daily, authentic videos—and why that shifted everything. 2. The Anatomy of High-Converting Content - Discover the hooks, themes, and call-to-actions that turn views into loan apps. 3. Build a Brand That Filters, Not Just Attracts - Learn how Theoni’s bold messaging pulls in aligned clients—and repels the wrong ones. 4. Scaling Nationwide Without a Local Focus - How her digital-first approach enabled business across all 50 states. 5. Systemizing Lead Intake and Follow-Up - From custom landing pages to credit-based filters, Theoni explains how to work smarter, not harder.
Follow Theoni
TikTok
Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself?
If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success.
See if myAgent Classes is the right fit for you.
Schedule a Call with Geoff
ASK GEOFF A QUESTION
Ask Your Question Here
Episode Summary:
CEO and Founder of Total Expert, Joe Welu reflects on the evolution of customer expectations in the financial services industry over the past seven years. He emphasizes the importance of customer retention and loyalty, highlighting how data and technology can enhance customer engagement.
Three Key Takeaways:
- Client Retention Is the New Battleground
Most lenders retain less than 20% of past clients, while leaders like Rocket approach 85%. The difference isn’t just in technology—it’s in having a consistent, disciplined customer journey that starts before the next transaction is even on the radar.
- Consistency Beats Complexity
Top-performing LOs and lenders win not by doing more, but by doing the right things consistently—like building automated, intelligent customer journeys that trigger the right message at the right time, without relying on manual follow-up.
- You Don’t Need a Call Center to Compete
With today’s tech, even individual originators can run plays that mimic large, high-retention teams—thanks to tools that automate outreach, monitor customer intent, and surface high-value opportunities already in your database.
Connect With Joe on LinkedIn
Learn More About Total Expert
CONNECT
📸 Connect on Instagram
💼 Connect on LinkedIn
📹 Subscribe on YouTube
LEAVE A REVIEW
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🟢 Leave a rating on Spotify
Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself?
If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success.
See if myAgent Classes is the right fit for you.
Schedule a Call with Geoff
Connect With Natalie
Zonda (The Builder Database Software)
CONNECT
📸 Connect on Instagram
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SAY THANKS
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ASK GEOFF A QUESTION
❓ Ask Your Question Here
Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself?
If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success.
See if myAgent Classes is the right fit for you.
Schedule a Call with Geoff
ASK GEOFF A QUESTION
❓ Ask Your Question Here
WHEN YOU'RE READY
💰 Join myAgent Classes
CONNECT
📸 Connect on Instagram
💼 Connect on LinkedIn
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SAY THANKS
💜 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself?
See the system that gets these results:
- Ben Doubled His Monthly Production
- Kevin Closed a $700K Loan from One Class
- Jenel Got a $1M Loan from an Agent She Never Met
If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, click below to watch a brief review of the Agent Referral Xcelerator.
Agent Referral Xcelerator
Ready to attract more agent referrals without cold calling?
Click the link below to join the VIP waitlist for the Agent Referral Accelerator. Spots are limited, and this opportunity won’t come around again at this level—so don’t wait.
Join the VIP Waitlist Here.
Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself?
If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success.
See if myAgent Classes is the right fit for you.
Schedule a Call with Geoff
CONNECT
📸 Connect on Instagram
💼 Connect on LinkedIn
📹 Subscribe on YouTube
SAY THANKS
💜 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
ASK GEOFF A QUESTION
❓ Ask Your Question Here
WHEN YOU'RE READY
✅ Get Your Realtor Referral Score
💰 Join myAgent Classes
Key Takeaways:
Use Data to Work Smarter, Not Harder
Focus on Relationships That Actually Matter
Leverage Past Transactions to Grow Faster
Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself?
If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success.
Schedule a Call with Geoff to see if myAgent Classes is the right fit for you.
ASK GEOFF A QUESTION
❓ Ask Your Question Here
WHEN YOU'RE READY
✅ Get Your Realtor Referral Score
💰 Join myAgent Classes
CONNECT
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SAY THANKS
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In this conversation, John Donnelly shares insights on sales leadership, the importance of referral partnerships, and effective strategies for engaging with Realtors and clients.
He emphasizes the significance of follow-up, the power of teaching classes, and leveraging social media, particularly LinkedIn, to build relationships and grow business. John also discusses the role of AI in content creation and the necessity of having a clear target audience for effective communication.
Key Takeaways
- 90% of the things you worry about don't come to pass
- Referral partnerships are still a viable source of business
- Engagement on social media is crucial for success
- Classes can significantly enhance your business network
- Using AI can streamline content creation processes
Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself?
If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success.
Schedule a Call with Geoff to see if myAgent Classes is the right fit for you.
CONNECT WITH ME
📸 Connect on Instagram
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SAY THANKS
💜 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
In this conversation, Geoff Zimpfer discusses that progress often feels slow and invisible, but it's during these quiet moments that momentum is built. Through real success stories, he illustrates how small, consistent actions lead to trust and referrals.
Takeaways
- You're not alone in feeling like progress is slow.
- Momentum is built during quiet periods.
- Social visibility can lead to unexpected referrals.
- Teaching positions you as an expert.
- Your breakthrough is in the boring stuff.
- Embrace consistency for long-term success.
Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself?
If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success.
Schedule a Call with Geoff to see if myAgent Classes is the right fit for you.
ASK GEOFF A QUESTION
❓ Ask Your Question Here
WHEN YOU’RE READY
✅ Get Your Realtor Referral Score
💰 Join myAgent Classes
CONNECT
📸 Connect on Instagram
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In this high-energy and highly tactical episode, host we reconnect with mortgage professional PJ Crescenzo III, who shares how he boldly relocated to a new market, built a fresh network from scratch, and funded over $50 million in business in just one year.
Whether you’re a new LO or a seasoned producer, this episode is packed with insights you can apply immediately.
Episode Timestamps:
00:50 – PJ’s bold move to Orlando and landing a dream house
05:06 – PJ’s tactical system: 2 events + 3 one-on-ones weekly
08:57 – The million-dollar networking question
10:14 – How random coffee meetings lead to realtor referrals
16:34 – Buy back your time: Email system with LOA
17:29 – Building momentum from 1 to 27 loans/month
25:22 – VIP vs. A vs. B vs. C referral partners
27:24 – Scaling via one-to-many events and CE classes
29:58 – PJ’s four strategic pillars of business growth
31:07 – The 4Ps of Lunch & Learns: People, Process, Product, Profit
37:21 – PJ’s 10-step mortgage workflow and team huddles
40:44 – Instagram strategy and real deals from DMs
Connect With PJ On Instagram
Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself?
If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success.
Done-for-You Realtor Classes – No more guessing what to teach!
Coaching & Community – Learn directly from Geoff Zimpfer & industry pros
Marketing & Growth Strategies – Get more butts in seats & convert more deals
Stop struggling to figure it out alone—let’s make your classes work for YOU!
Schedule a Call with Geoff to see if myAgent Classes is the right fit for you.
ASK GEOFF A QUESTION
❓ Ask Your Question Here
WHEN YOU’RE READY
✅ Get Your Realtor Referral Score
💰 Join myAgent Classes
CONNECT
📸 Connect on Instagram
💼 Connect on LinkedIn
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SAY THANKS
💜 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself?
If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success.
Done-for-You Realtor Classes – No more guessing what to teach!
Coaching & Community – Learn directly from Geoff Zimpfer & industry pros
Marketing & Growth Strategies – Get more butts in seats & convert more deals
Stop struggling to figure it out alone—let’s make your classes work for YOU!
Schedule a Call with Geoff to see if myAgent Classes is the right fit for you.
Show Notes & TimestampsMortgage Marketing Radio – How to Build a Thriving Business with Classes & Events – with Jared Larkin, The Mile High Title GuyEpisode Summary:
In this episode, we talk with Jared Larkin, also known as The Mile High Title Guy, from Chicago Title in Denver. Jared has built his brand through hosting engaging classes, leveraging digital marketing, and mastering event-based client attraction. If you're looking to stand out in a competitive market, build strong business relationships, and generate consistent referrals, this episode is for you.
Jared shares how he transformed his business by using educational events, Eventbrite marketing, social media strategies, and personal branding to attract real estate professionals and grow his client base. Plus, he breaks down the biggest mistakes people make when hosting events—and how to fix them.
Timestamps & Key Topics:[00:50:17] - Why Hosting Events & Classes Works
- Why education-based marketing is key to attracting high-value clients
- The challenge of getting engagement from real estate agents
[00:52:03] - The Turning Point: Choosing to Host Classes
- Jared's realization that traditional sales methods weren’t working
- How he positioned himself as a marketing resource instead of a sales rep
[00:55:01] - Overcoming the “Bagel Boy” Mentality
- How title reps (and other professionals) are often seen as commodity-based
- The process of breaking industry norms and carving out a personal brand
[00:57:35] - The Power of Consistency & Experimentation
- Why most classes fail at first—and how Jared pushed through
- The importance of iterating, refining, and adapting marketing strategies
[01:00:07] - Diversifying Event Topics to Attract the Right Audience
- Examples of successful class topics (AI, social media, branding, etc.)
- Why adding social events (dodgeball, March Madness, networking nights) keeps people engaged
[01:03:29] - The Secret to Getting Butts in Seats
- How Eventbrite became Jared’s #1 marketing tool
- Using Facebook ads and social media targeting for event promotion
- How Jared automates outreach to thousands of real estate agents
[01:10:54] - The Event Follow-Up Process That Converts
- The simple one-page handout that skyrocketed Jared’s meeting requests
- How he filters and prioritizes prospects for follow-ups
[01:12:26] - Scaling Up: Running 100+ Events Per Year
- How Jared manages event logistics while balancing a young family
- His strategy for maintaining momentum and staying top-of-mind
Key Takeaways:The fastest way to establish credibility and attract clients is through education-based marketing.
Eventbrite can help you get started
A 50% no-show rate is normal—so focus on overbooking and strong follow-ups
Don’t be afraid to experiment—mix educational and social events to appeal to different audiences
Connect With Jared On Instagram
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In this conversation, Alex Machuca discusses the challenges and flaws of traditional lead generation in the mortgage industry.
He emphasizes the importance of understanding when to invest in ads, the reality of lead quality, and effective strategies for follow-up and conversion.
Machuca introduces innovative ad strategies and highlights the cost structure of lead generation services, advocating for a simplified approach to ad management.
He shares key insights for mortgage professionals to maximize their advertising efforts and improve lead generation.
Time Stamps:
00:00 Introduction to Lead Generation Challenges
02:48 The Flaws of Traditional Lead Generation
05:48 Understanding When to Invest in Ads
09:03 The Reality of Lead Quality and Conversion Rates
12:03 Innovative Ad Strategies for Mortgage Brokers
15:09 The Cost Structure of Lead Generation Services
18:02 Simplifying Ad Management for Brokers
20:58 Effective Follow-Up Strategies for Leads
23:50 Maximizing Ad Spend for Results
27:01 The Importance of Branding in Ads
29:58 Key Takeaways for Mortgage Professionals
Episode Resources:
Connect With Alex on LinkedIn
Check Out Lead Hackers FREE Trial
When You're Ready:
✅ Get Your Realtor Referral Score
💰 Join myAgent Classes
Connect With Geoff
📸 Connect on Instagram
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Leave Us a Review
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In this conversation, Geoff Zimpfer and Sharran Srivatsaa delve into the current state of the real estate market, particularly focusing on the concept of a 'transaction recession.'
They discuss the shift from a momentum-based market to a skills-based market, emphasizing the importance of effective communication and modern selling techniques.
⏰ Timestamps ⏰
06:07 The Importance of Effective Communication Skills
11:48 Navigating Objections with Skill
20:50 Building a Personal Brand in Real Estate
25:54 Modern Selling Skills for Agents
31:03 Effective Pre-Listing Packages
39:53 The Impact of the NAR Settlement
Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself?
If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success.
Schedule a Call with Geoff to see if myAgent Classes is the right fit for you.
Connect with Sharran Srivatsaa:
YouTube
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In this conversation, we introduce HomeLight's Buy Before You Sell. They offer a modern bridge loan solution for clients, allowing them to unlock up to $2 million of their home's equity with 0% interest.
By partnering with HomeLight, mortgage loan officers can help clients eliminate home sale contingencies and reduce their debt-to-income ratios, enabling them to make stronger, non-contingent offers on new homes.
This partnership enhances the services loan officers provide, leading to increased client satisfaction and potentially more closed loans.
Timestamps:
Introducing Buy Before You Sell
15:07
Understanding the Current Market Challenges
18:12
How Buy Before You Sell Works
20:58
Comparing Buy Before You Sell with Competitors
23:58
The Financial Model Behind the Product
20:30
Market Challenges and Education
22:17
Lead Generation Opportunities for Loan Officers
33:46
Connect With Homelight
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In this episode, Geoff Zimpfer discusses the current challenges in the mortgage market, referred to as a transaction recession, and shares insights on how to turn setbacks into success.
He emphasizes the importance of resilience and introduces the three C's Framework: Connections, Conversations, and Conversions, using the inspiring story of Soichiro Honda as a case study for overcoming adversity and achieving success.
Takeaways
- We Are In A Challenging Market, A Transaction Recession.
- Mindset Is Crucial For Mortgage Professionals.
- Soichiro Honda's Story Exemplifies Resilience And Persistence.
- Connections, Conversations, And Conversions Are Key To Thriving.
- Focus On Solving Real Problems For Clients And Partners.
- Building Relationships Can Lead To Strategic Alliances.
ASK GEOFF A QUESTION
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Takeaways
- Using agent classes to differentiate yourself from other loan officers.
- Approximately one-third of Nate's business comes from agents who attended his classes.
- Nate believes that presenting to a group is essential for success in sales.
- Social media is a powerful tool for engagement.
- Utilize private groups to foster community and learning.
- Balance in-person and virtual training for effectiveness.
- Leverage affiliates to expand your reach and audience.
Chapters
03:02 The Importance of Agent Classes
06:04 Challenges and Strategies in Hosting Classes
08:56 Leveraging Classes for Business Growth
12:08 Social Selling and Engagement Techniques
14:55 Tracking Success and Impact of Classes
21:38 Overcoming Imposter Syndrome in Teaching
22:56 Post-Class Engagement and Follow-Up Strategies
25:30 Building Relationships Through Social Media
26:41 The Subtle Art of Asking for Referrals
29:11 Getting Started with Teaching Classes
33:17 In-Person vs. Virtual Training
36:09 Leveraging Affiliates for Greater Reach
Connect With Nate On
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In this conversation, Geoff Zimpfer and Todd Bookspan discuss the importance of honing skills in the mortgage and real estate industry, emphasizing the need for professionals to adapt to changing market conditions.
Todd shares his experience with a 100-call challenge and highlights the upcoming Modern Mortgage and Real Estate Summit, which aims to provide actionable insights for industry professionals.
Takeaways
- What's old is new again; fundamentals are crucial
- The Modern Mortgage Summit offers valuable insights and networking opportunities
- Take action and put yourself in the path of opportunity
- Engaging with your database can lead to unexpected referrals
Chapters
05:43 The Importance of Fundamentals in a Changing Market
10:44 Building Relationships and Asking for Referrals
17:15 Preparing for the 100 Calls Challenge
25:51 The Modern Mortgage and Real Estate Summit
The Modern Mortgage & Real Estate Summit
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In this conversation, Sam Abazari shares insights on coaching loan officers to enhance their productivity and success in the mortgage industry. Sam outlines a structured approach for loan officers to transition from closing 2-4 loans per month to achieving 10 or more, highlighting the significance of lead generation, effective time management, and the value of education in the industry.
Takeaways
- Building rapport through social media can enhance professional relationships.
- Transitioning from 2 to 10 loans per month requires a structured approach.
- Daily activities should focus on learning, lead generation, and fulfillment.
- Referrals and introductions are key to generating new business.
- Niche markets can provide unique opportunities for loan officers.
Timestamps:
00:00 Introduction
00:49 Building Rapport in the Digital Age
03:09 The Role of Coaching in Loan Officer Success
05:54 From 2 to 10 Loans: The Path to Growth
08:49 Daily Strategies for Loan Officers
10:54 The Importance of Productivity Over Busyness
12:12 Knowing When to Say No
14:56 Finding Business: The Power of Referrals
18:09 Understanding Your Community and Self
19:57 Niche Markets: Finding Your Unique Position
23:00 Sales Skills vs. Marketing: The Balance
25:50 Effective Lead Generation Techniques
28:56 Building Relationships with Referral Partners
32:08 Mastering Lead Generation and Conversion
Connect With Sam on LinkedIn
ASK GEOFF A QUESTION
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WHEN YOU’RE READY
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LEAVE US A REVIEW
💜 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
In this episode, Geoff Zimpfer discusses the current challenges in the mortgage market, referred to as a transaction recession, and shares insights on how to turn setbacks into success.
He emphasizes the importance of resilience and introduces the three C's Framework: Connections, Conversations, and Conversions, using the inspiring story of Soichiro Honda as a case study for overcoming adversity and achieving success.
Takeaways
- We Are In A Challenging Market, A Transaction Recession.
- Mindset Is Crucial For Mortgage Professionals.
- Soichiro Honda's Story Exemplifies Resilience And Persistence.
- Connections, Conversations, And Conversions Are Key To Thriving.
- Focus On Solving Real Problems For Clients And Partners.
- Building Relationships Can Lead To Strategic Alliances.
ASK GEOFF A QUESTION
❓ Ask Your Question Here
WHEN YOU’RE READY
✅ Get Your Realtor Referral Score
💰 Join myAgent Classes
CONNECT
📸 Connect on Instagram
💼 Connect on LinkedIn
📹 Subscribe on YouTube
SAY THANKS
💜 Leave a review on Apple Podcasts
🟢 Leave a rating on Spotify
In this conversation, Geoff Zimpfer and Todd Ballenger discuss the importance of business planning as they enter the new year, focusing on financial literacy and the role of Certified Liability Advisors (CLA) in the mortgage industry.
They explore the current transaction recession, compare the roles of realtors and financial advisors, and emphasize the need for loan officers to create their own markets and build relationships with financial advisors to thrive in a challenging environment.
Takeaways:
- Understanding the balance sheet is key to financial literacy.
- Homeownership significantly impacts long-term wealth accumulation.
- Loan officers must adapt to the current transaction recession.
- Realtors and financial advisors play different but complementary roles.
- Creating new referral models can enhance business opportunities.
- Building relationships with financial advisors is essential for loan officers.
Timestamps:
00:00 Introduction to the New Year and Business Planning
07:57 Understanding the Role of a Certified Liability Advisor (CLA)
16:11 Navigating the Transaction Recession: Realtors vs. Financial Advisors
24:04 Building Relationships with Financial Advisors
24:25 Building Relationships with Financial Advisors
28:58 Expanding Your Network: The Power of Referrals
30:51 Creating Value Through Conversations
34:15 Non-Correlated Referral Sources
38:59 Joining the Community for Continuous Learning
Want to connect with Todd Ballenger and go deeper?
Join the Certified Liability Advisor Free Community
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In this conversation, I'm sharing some thoughts about how to get clear on the strategies that worked vs fell short and evaluating which activities to focus on for 2025.
takeaways
- Evaluate your activities to identify what drives revenue.
- Focus on top-performing activities to build momentum.
- Streamline or eliminate underperforming initiatives.
- Analyze conversion rates to identify bottlenecks.
- Maximize relationships with referral partners for better results.
- Become top of mind through consistent visibility.
- Consider your methods for lead generation and branding.
- Engage in bold conversations with referral partners.
- Understand the importance of being well-known in your market.
- Take actionable steps toward your 2025 goals.
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In this episode, Geoff Zimpfer unpacks the idea that everything you want is on the other side of your reach and reputation.
Episode Resources:
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Welcome to the ShowIn this episode, Geoff Zimpfer dives into the fascinating world of AI and its potential to streamline content creation while maintaining authenticity. Geoff shares his latest experiment with Google Notebook LM, a cutting-edge AI research assistant, and how it’s helping him create engaging, scalable content for his business and podcast.
What You’ll Learn in This Episode1. AI for Content Creation: How Geoff is using Google Notebook LM to automate and enhance content output. 2. Practical Use Cases: Learn how to turn transcripts, PDFs, YouTube videos, and more into podcast episodes, study guides, and FAQs. 3. Maintaining Authenticity: Strategies for using AI without losing your unique brand voice. 4. Webinar to Podcast Workflow: Geoff’s step-by-step process for repurposing a webinar into an AI-driven podcast episode.
Episode Highlights New Content Goals: Geoff announces his plan to release two episodes per week, including shorter “Voice Notes” style episodes. * Deep Dive on Notebook LM:* * Upload any content (transcripts, documents, videos) for instant summaries and insights. * Use AI to generate interactive conversations, study guides, and more. * Geoff’s real-world example: transforming a webinar transcript into a 14-minute conversational podcast.
Episode Resources:Google Notebook LM
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In this conversation, Geoff Zimpfer and Kelly Yale discuss the multifaceted challenges faced by loan officers in the mortgage industry, emphasizing the importance of personal branding, effective relationship building, and the balance between content creation and fundamental sales strategies.
Connect With Kelly on LinkedIn
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Timestamps
00:00 The Challenge of Wearing Many Hats
02:54 The Importance of Personal Branding
06:03 Time Management and Relationship Building
08:59 Effective Relationship Building Strategies
11:46 Evaluating Content Creation Efforts
14:57 Operational Efficiency in Content Creation
18:08 The Balance of Content and Fundamentals
20:59 Creating Relevant and Engaging Content
24:10 Building a Personal Brand in the Mortgage Industry
26:54 Confidence and Authenticity in Sales
30:00 Final Thoughts on Content and Relationships
In this conversation, Jane Floyd shares the key mindset and skills that led to her funding $100 Million in closed loans in 2024.
The discussion also covers innovative marketing strategies and the importance of planning for future success by focusing on lead conversion and team collaboration.
Timestamps:
00:00 Introduction to Jane Floyd and Her Journey
03:02 The Importance of Passion and Mindset
05:58 Skill Set vs. Mindset: What Comes First?
08:57 Handling Mistakes with Integrity
11:55 Building Relationships with Realtors
15:01 Sources of Business and Community Engagement
17:59 Strategies for Attracting New Realtors
23:50 Attracting Like-Minded People
25:17 The Importance of Open Houses
26:51 Building Relationships with Realtors
30:06 The Power of Reputation and Reach
32:06 Adapting to Market Changes
35:16 Creating Engaging Social Media Content
39:29 Innovative Marketing Strategies
41:44 Planning for Future Success
Connect With Jane
Leave Us a Podcast Review
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In this episode, Kelly Yale chats with Geoff Zimpfer to share actionable insights on building meaningful relationships with real estate agents, optimizing customer experiences, and navigating the ever-changing mortgage landscape. They discuss:
- Why understanding your customer's journey is key to success.
- How to build trust and add value to Realtor partnerships.
- The importance of preparation and intentionality in sales meetings.
- Using social media to connect authentically with referral partners.
- Long-term marketing strategies for 2025 and beyond.
Whether you're a seasoned loan officer or new to the industry, this episode is packed with practical advice to help you thrive in today's market.
Episode Resources:
Listen to Kelly's Podcast
Take the Realtor Referral Quiz
Learn More About myAgent Classes
In this conversation, Dan Smokoska shares insights on leveraging LinkedIn for business growth, in the mortgage industry. He discusses the unique advantages of LinkedIn over other social media platforms, emphasizing the importance of authenticity, engagement, and consistent content creation.
The discussion also covers strategies for finding referral partners, utilizing LinkedIn Navigator for targeting, and the evolving nature of content that resonates with audiences on LinkedIn.
Key Takeaways:
- LinkedIn is a powerful platform for generating revenue
- Engagement rules differ significantly on LinkedIn
- Finding referral partners on LinkedIn requires a tailored approach.
- Video content is gaining traction but written content still performs well.
Episode Resources:
Connect With Dan on LinkedIn
Join the Podcast Private Community
Leave Us a Review
In this conversation, Nicole Perrone shares her extensive experience in the mortgage industry, emphasizing the importance of adapting to market trends, diversifying product offerings, and leveraging technology to build relationships.
Nicole also highlights the need for geographical diversification among loan officers and the significance of providing exceptional client service.
The conversation culminates in her initiative, the Billion Dollar Banker brand, aimed at attracting new talent to the mortgage industry and inspiring loan officers to elevate their business.
Connect With Nicole:
YouTube
Review the Podcast
Ready to Double Your Agent Referral Without Cold-Calling or Chasing Agents? Learn more about myAgent Classes here.
In this episode, host Geoff Zimpfer addresses a listener's question about maintaining relationships with real estate agents after an initial meeting. He emphasizes the importance of setting the right context for meetings, understanding the relationship dynamics, and following up effectively.
Listen in to get actionable strategies to enhance your interactions with REALTORS, including the need for clear next steps and delivering value to foster long-term partnerships.
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In this conversation, Coach Michael Regan shares insights on the coaching process, emphasizing the importance of mindset, humility, and vision in individuals seeking coaching.
He discusses the common traits of coachable individuals and the significance of preparing for market changes, particularly as they approach Q4. He emphasizes the need for role reflection and planning, the value of feedback, and the significance of maintaining a strong foundation in the face of new technologies and trends.
Regan also shares insights on his podcast, Building Bigger Lives, and his passion for songwriting, highlighting the intersection of personal and professional growth.
Episode Resources:
Listen to Michael's Podcast
Building Champions Coaching
Double Your Agent Referrals in 90 Days
Leave Us a Review
In this conversation, Dan Rawitch, CEO of University of Options, discusses his mortgage industry background and current role as a trader and economist. He provides insights into market analysis, economic forecasting, and the impact of Federal Reserve actions on interest rates and inflation.
The discussion also covers the dynamics of the housing market and the importance of supply in driving prices. Additionally, Rawitch introduces his trading platform, University of Options, which offers strategies for income generation through trading options and futures. The conversation concludes with thoughts on the community aspect of trading and the potential for financial growth.
Episode Resources:
University of Options
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In this episode, Geoff Zimpfer discusses strategies for mortgage professionals to thrive in a changing market. He emphasizes the importance of building relationships with real estate agents, diversifying sources of business, and leveraging personal branding to attract referrals.
Special guest Brian Weiss shares insights from his experience and contributions to the industry, providing actionable takeaways for listeners.
Takeaways
- Building relationships with real estate agents is crucial.
- Diversifying your sources of business is essential for success.
- Personal branding can help attract more referrals.
- Hosting classes can introduce you to new agents.
- You need a larger network of referral partners.
- The average loan officer has too few agents on their roster.
- Using proven processes can yield significant results.
- Engagement and conversations are key to building business.
- Combining traditional and modern methods is effective.
- Success stories from the community can inspire action.
Episode Resources:
Brians Website
Action Plan Facebook Group
Connect With Brian on LinkedIn
CoLab Lending Franchise
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In this episode of the Mortgage Marketing Radio podcast, host Geoff Zimpfer discusses the importance of planning for Q4 and shares key insights from a recent workshop with Alex and Leila Hormozi of Acquisition.com.
He emphasizes the need for mortgage professionals to assess their time management, identify value detractors in their business, and diversify their sources of leads to ensure sustainable growth. Zimpfer also highlights the significance of understanding business risks and the importance of measuring key performance indicators to optimize conversions.
The episode concludes with strategies for building relationships with real estate agents and enhancing brand visibility.
Takeaways
- Plan for the remaining 58 working days of the year.
- Invest in learning from industry leaders like Alex Hormozi.
- Identify and mitigate value detractors in your business.
- Understand the risks associated with key customers and channels.
- Diversify your sources of business to reduce dependency.
- Measure your key performance indicators to improve conversions.
- Focus on solving the primary constraints in your business.
- Allocate resources effectively to address business challenges.
- Build relationships with real estate agents for referrals.
- Aim to become a well-known figure in your local market.
Episode Resources:
Acquisition.comAcquistion.com
Alex Hormozi YouTube
Learn More About myAgent Classes
In this episode, we're sharing a behind-the-scenes listen into our private community of Loan Officers. Every week we meet up for coaching, accountability, and developing our skills and mindset.
Once per month, we bring in a special guest expert. This month our special guest is Instagram marketing expert Jen Herman, recognized as one of the top Instagram experts worldwide.
Jen shares her insights on the importance of Reels, the latest changes to Instagram metrics, and how to leverage hashtags for both Instagram and Google search engine optimization (SEO).
Learn why posting frequency, quality content, and specific hashtags can make all the difference in reaching your audience.
Key Takeaways:
Reels for Reach & Engagement:
- Short Reels (<30 seconds) are key for reaching new audiences, while longer ones engage current followers. Always include a headline or text in the first second to capture attention.
New Instagram Metrics:
- Instagram now prioritizes views, but reach (unique viewers) is still the most reliable metric for growth and content analysis.
Hashtags & SEO:
- Use 20-30 relevant hashtags in captions to boost Instagram and Google rankings. Focus on specific, niche tags over broad ones like #realestate.
Quality Posting Strategy:
- Post three to five times a week, mixing Reels, feed posts, and carousels. Quality matters more than quantity, so ensure content resonates with your audience.
Boosting Google SEO:
- Enable settings to make Instagram posts searchable on Google, and use keyword-rich captions to improve discoverability on both platforms.
Episode Resources:
Follow Jenn Herman on Instagram
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Double Your Agent Referrals in 90 Days
In this conversation, Jonathan Mast and Geoff Zimpfer discuss the practical applications of AI, specifically ChatGPT, in various business scenarios.
They explore how AI can be used to collaborate, generate content, and improve productivity. Mast shares tips on getting better output from AI, including using frameworks and training the models to reflect your tone and style.
Mast provides a four-step framework for effective prompting and emphasizes the value of collaboration with AI. Jonathan emphasizes the importance of getting started with AI early to gain a competitive advantage.
Connect With Jonathan
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James Dwiggins, CEO of NextHome, discusses the impact of the NAR settlement on the real estate industry. He shares that companies that were prepared and ahead of the changes have been able to navigate the new rules effectively. However, many are still struggling to understand and adapt to the changes.
Dwiggins predicts a 20-40% exodus of real estate agents due to the decoupling of compensation. He emphasizes the importance of educating sellers on the benefits of not offering buyer compensation upfront and instead considering all offers based on net proceeds. He also highlights the role of loan officers in helping buyers finance agent fees when the seller is not paying.
- There may be a 20-40% exodus of real estate agents due to the decoupling of compensation.
- Educating sellers on the benefits of not offering buyer compensation upfront can lead to better net proceeds.
- Loan officers play a crucial role in helping buyers finance agent fees when the seller is not paying. Collaboration and education are key in the real estate industry to address confusion and provide clarity to consumers.
- Buyers should be educated about the changing landscape and the options available to them, including the role of buyer representation and the potential risks of being unrepresented.
- Providing value and a full-service experience to buyers is crucial in today's market, and offering additional services and convenience can differentiate agents.
- New business models, such as flat fee services, may gain market share depending on how well buyers agents explain compensation and the value of a full-service experience.
Episode Resources:
Connect With James on LinkedIn
Learn More About Rayse
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Katie Grimes is the #1 Female Loan Officer in Kansas and a Top 100 Female Loan Officer in the Nation. She emphasizes the importance of authenticity and creating deep connections with referral partners.
While social media is valuable for branding and visibility, she believes that REALTOR referrals are the most direct route to clients who need her services. She emphasizes the need for trust and communication in these partnerships and shares strategies for staying top of mind with agents.
Katie also discusses the NAR situation and how she supports agents through the changes. Check the links below for resources mentioned in the podcast.
Enjoying the Podcast?
Leave Us Review
Episode Resources:
Connect With Katie on Instagram
Katie's Website
GO Coaching
Ready to Double Your Agent Referrals?
Book Your Call With Geoff Here
In this episode, Geoff Zimpfer shares some personal updates and then dives into key takeaways from the recent Forward Event. He emphasizes the importance of building a personal brand, attracting attention and providing proof over promises.
Geoff also offers practical strategies for loan officers to partner with real estate agents and generate more business, such as sharing proof of pre-approved buyers and following up with open house attendees. He encourages listeners to take advantage of the current market conditions and insert themselves into the conversation around the NAR settlement.
Episode Resources:
Sharran's YouTube Channel
Podcast Facebook Group
Get More Agent Referrals!
Book Your Call With Me Here
Today's episode is me with my first recap of the Forward Event. I've attended the event for three years in a row and this year's event was the best yet.
The Forward Event is hosted by my friends Neel Dhingra and Trevor York.
The first speaker for day one was Rory Vaden with Brand Builders Group. Rory emphasizes that a personal brand is the digitization of your reputation and it is crucial for building trust, especially in industries like mortgage and real estate.
In this episode, I share my key takeaways from Rory's talk. This is a good one you'll want to take notes for reference later.
Key takeaways:
- Personal branding is the digitization of your reputation and is crucial for building trust in today's market.
- Focus on one to three social media platforms where you already engage and stop trying to be everywhere.
- Identify the problem you solve and become an ambassador for it.
- Collect testimonials and reviews to build trust and credibility.
I'll be doing a recap of key takeaways from the Forward Event speakers each week as a bonus podcast episode.
Don't miss an episode! Subscribe today.
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In this insightful episode of Mortgage Marketing Radio, I sit down with special guest Brian Covey, Executive Vice President at Revolution Mortgage. Brian shares his wealth of experience and knowledge, offering valuable advice for professionals in the mortgage industry and beyond. As a former pro soccer player and Olympic team member, Brian draws fascinating parallels between the worlds of sports and business.
Connect With Brian:
Website
Ready to double your agent referrals without cold-calling or chasing? Lead with education and attract agent referrals on demand.
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Raquel Borras, is the external brand communications manager at New American Funding. She emphasizes the importance of being genuine and true to oneself while maintaining a professional nature.
Raquel shares her journey of establishing her personal brand on LinkedIn and how she incorporates her fun and goofy side into her content. She also highlights the shift towards video content on LinkedIn and the power of video in connecting with the audience.
We also discuss the impact of social media on younger generations and the responsibility of content creators to educate and guide them.
Key Takeaways:
Takeaways
- Personal branding on LinkedIn is about sharing who you are in a genuine and authentic way.
- Being transparent about your journey and starting point can help build trust and engagement with your audience.
- While LinkedIn allows for a more relaxed and fun approach, it's important to respect the platform's professional nature.
- Video content is becoming increasingly popular on LinkedIn and allows for a deeper connection with the audience.
- Finding a balance between educational and entertaining content can help establish credibility and engagement on LinkedIn. Be authentic and in the moment when creating content
Episode Resources:
Connect with Raquel on LinkedIn
Check Out Raquel's YouTube Channel
Ready to Double Your Agent Referrals?
Book a Call With Me Here
Today we're hanging with Dustin Owen, VP of Eastern Division Sales at Waterstone Mortgage, to discuss the keys to success in the mortgage industry, the importance of endurance, and how to thrive in today's market.
Dustin dives deep into the fundamentals of building a successful mortgage career. He emphasizes the importance of having 10 meaningful conversations a day, following theme days, and engaging in consistent activities to build a robust business.
Tune in to hear insights on building meaningful relationships, maintaining a positive mindset, and leveraging opportunities in the mortgage space.
Dustin introduces the TLOP MLO Coaching Community and shares how it provides valuable resources and support for mortgage professionals. He explains the concept of the blueprint and how it helps loan officers achieve their goals.
Connect with Dustin Owen:
- YouTube: The Loan Officer Podcast
- Website: TLOP Online
- LinkedIn: Dustin Owen on LinkedIn
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In this episode I meet up with my friend Josh Pitts and discuss the importance of consistent content creation on social media for mortgage professionals. The focus is on personal connections and community engagement rather than constantly promoting mortgage-related content.
We talk about Josh’s new Shredit app, which simplifies the video editing process for social media content. We wrap up with a discussion about Josh's new adventure of sailing around the world with his family. It’s an incredible journey so make sure you listen to the end.
I've been using Josh's new app and it's saving me lots of time and frustration with creating and posting videos to social media.
Check out the new Shredit App: CLICK HERE.
Use the PROMO CODE: RADIO to save 15%
Episode Resources:
Follow Josh on Instagram
Check Out the SHREDit App
*Use PROMO CODE: RADIO to save 15%
Double Your REALTOR Referrals
In this episode, I share a few of the biggest takeaways from the recent Mastermind Summit in Las Vegas. I'll discuss strategies and tactics for closing out the year strong in the mortgage industry. We review the importance of executing the fundamentals, such as building relationships with referral partners, having conversations, and staying in front of agents consistently. We also highlight the need to evaluate and improve accountability metrics, focus on controllable factors, and fall in love with the process rather than the outcome.
Highlights:
- Implementing classes and education can help generate business and increase realtor referrals.
- Executing the fundamentals, such as building relationships and having conversations, is crucial for success in the mortgage industry.
- Evaluating and improving accountability metrics can drive business growth.
- Focusing on controllable factors and falling in love with the process leads to long-term success.
- Consistency and persistence are key in achieving desired results.
Episode Resources:
Double Your Agent Referrals in 90 Days
Join the Podcast Facebook Group
Follow Me Online:
YouTube
In this episode, we talk with Scott Payne from Shape CRM to discuss the importance of standing out in business and optimizing lead management for loan officers. Scott shares his journey of becoming memorable in the industry through his unique personal branding, which includes wigs, humorous t-shirts, and fitness videos.
*Top 5 Keys You'll Learn*
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Being Memorable: Find out how Scott used unique outfits, including wigs and muscle shirts, to create a personal brand that stands out in business events and conferences.
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Serving the Community: Learn how Scott turned morning school drop-offs into a positive and impactful experience, even involving fun videos with his kids!
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Fitness & Business: Discover the connection between Scott's fitness journey and his professional life. He shares how quitting alcohol and focusing on fitness helped him improve personally and professionally.
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Shape CRM: Get the lowdown on the Shape lead management system and how it prioritizes tasks, saving loan officers two hours per day and significantly boosting efficiency.
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Flexibility & Tech Insight: Understand the diverse uses of CRM systems across industries and the benefits of Shape's flexible, no long-term commitment approach.
Fun Fact from the Episode:
Scott's choice to wear a wig and business attire at conferences was inspired by the positive response to his playful "Fun Here Friday" videos. Plus, each wig comes with a touching backstory connected to his father's experiences.
Notable Quotes:
"Being memorable is not just about standing out, it's about making a positive impact on those around you." - Scott Payne
"The right CRM system can give you the most precious resource back—your time." - Geoff Zimpfer
Episode Resources:
Check Out Shape CRM
Double Your Agent Referrals
This episode shares key takeaways and frameworks to evaluate your results as a mortgage originator. We discuss the value of feedback and how to sincerely ask your referral partners for feedback.
We also share a cool strategy to talk with your referral partners that creates meaningful connections and lays the foundation for future referrals.
Episode Resources:
The Agent Referral Xcelerator is Launching June 11th
Get on the Waitlist Here
On this episode, Allison Larson, shares her strategies for building relationships with real estate agents and growing her business. She emphasizes the importance of finding agents who have a minimum of five buy-side transactions in the last 12 months and have been licensed for at least a year.
She has a very structured process for identifying the right agents to build relationships with and how to maximize the impact of realtor appointments. She emphasizes the importance of being intentional and prepared for each meeting, focusing on the agent's pain points and finding connections.
Allison also discusses the value of hosting events and classes to attract and engage realtors. She highlights the significance of creating a strong online presence, encouraging loan officers to be authentic in their approach to building relationships with real estate agents.
Episode Resources:
Connect With Allison on Instagram
Join the Agent Referral Xcelerator Waitlist
Today we're focusing on how to 10X your business. It's just one episode in a series of short, focused takeaways you can apply to your business for immediate results.
We'll start with identifying the top three activities that move the needle in your business and go from there.
I'm also launching a NEW, exclusive opportunity to work closely with me to double your agent referrals in 90 days. It's called the Agent Referral Xcelerator. We go live in June but you can get on the waitlist right now.
Episode Resources:
Agent Xcelerator Wait List
Our guest today is Brian Boero, co-founder of ThousandWatt Consulting. We're discussing the importance of branding and differentiation in the real estate and mortgage industry in a way that connects with your target audience.
Boero shares his opinion around the NAR settlement, particularly for agents who struggle to adapt to the changes. He advises mortgage professionals to support and cultivate relationships with the most capable agents in their market.
Highlights:
00:00 Introduction and Background
01:04 The Importance of Branding and Differentiation
08:59 The Impact of the NAR Settlement
12:43 Supporting and Cultivating Relationships with Agents
28:34 Opportunities for Mortgage Professionals
34:10 The Wake-Up Call Branding and Marketing Summit
Episode Resources:
Subscribe to The Dose Newsletter
Learn More About myAgent Classes
Join Our Private Facebook Group
It's been one year since having the #1 Loan Originator the Nation on the podcast. Matt and his team have helped over 25,000 families achieve their dreams of homeownership. Today, Matt Weaver is back and he's got a message for you.
It's time to get serious or get out of the business.
Listen and take notes as Matt shares his Four Pillars of Value and the importance of events in building relationships with real estate agents and driving conversations post-event.
This is a must listen and repeat episode if you're ready to level up your mindset, skillset and your actions. Be sure to like and review this episode today!
Prefer to watch on YouTube? Click Here.
Episode Resources:
Floor 13 Consulting with Matt Weaver
Follow Matt on Instagram
Learn More About myAgent Classes
Join Our Private Facebook Group
In this episode of Mortgage Marketing Radio our guests are Sue Woodard, Cindy Ertman and Shant Banosian. We delve into innovative strategies for mortgage professionals looking to drive referrals and enhance customer relationships in today’s market.
Cindy Ertman, a seasoned keynote speaker at the Mastermind Summit, shares three bold strategies designed to secure affirmative responses from referral partners.
Shant Banosian the #1 Mortgage Banker in the country focuses on the crucial elements of mindset, basic activities, and value propositions, highlighting the importance of maintaining a positive approach and readiness for unpredictable market circumstances.
Sue Woodard brings to the table a discussion on Generation CX, addressing the evolving needs of consumers and emphasizing the critical role of a high-quality customer journey in the mortgage process.
Episode Resources:
Mastermind Summit
myAgent Classes
In this episode, we'll explore the power of partnerships and how loan originators can be indispensable allies to real estate agents, especially in today's challenging market.
Tim Braheem was recognized as one of the top fifty producing loan originators in the United States, reaching a peak in personal production of 676 loans for a total of $236,000,000 in loan volume.
Tim speaks on the art of collaboration, offering scripts and strategies for strengthening relationships with agent partners. He'll also touch on the softer side of sales, sharing his unique approach to client consultations.
Tim delves into the 'inner game' of success, explaining how energy management and daily routines can set you up for peak performance. We'll wrap up with Tim’s take on how to nurture client loyalty, maintain a competitive edge, and keep your buyers from exploring alternatives.
Strap in for an enlightening conversation that might just change the way you approach your business and life! Share this episode with your colleagues, and don’t forget to leave us a review.
Episode Resources:
Tim's Podcast The 360 Experience
Tim's Coaching Leadership 360
Check out The Loan Atlas
Want to unlock endless REALTOR referrals?
Book Your 1:1 Call with Geoff Zimpfer Here
In this episode of Mortgage Marketing Radio, we welcome John Cornish back for a third time on the podcast! Listen to John's focus on the fundamentals of daily activities and time blocking that thrives on personalized client engagement and consistency.
Mondays involve sales meetings and agent outreach, while Tuesdays are for pipeline updates and buyer consultations. His Wednesdays prioritize personal check-ins with pre-approval clients amidst challenging housing markets.
So tune in, take notes, and get ready to be motivated by John Cornish's relentless pursuit of excellence and his heartfelt approach to mortgage marketing. Don't forget to leave us a review, share this episode, and follow John for more valuable insights. Let's get started!
Episode Resources:
Follow John on Facebook
Connect with John on Instagram
Check out John's 300+ Google Reviews
Do you want to unlock the secret to endless REALTOR referrals without cold-calling, chasing or paying for leads?
Want to learn more about attracting vs chasing agents?
Book Your 1:1 Call with Geoff Zimpfer Here
In today's episode, we dive deep into the complexities of the real estate industry, the essence of financial literacy amongst millennials and Gen Z through the First Home IQ initiative, and the strategic use of social media to foster trust and community leadership with first time home buyers.
Don't Miss: Kristin's views on why empowering customers to make knowledgeable decisions is more crucial than ever in today's climate of "distrust in corporate entities".
We tackle the role of video in connecting with consumers and why leading with value on social platforms is a game-changer for professionals. Stay informed, stay ahead, and let's transform the industry together. Thanks for tuning in, and keep leading with education!
Episode Resources:
First Home IQ
Kristin's Website
Book Your Call With Geoff
Today we have an insightful conversation lined up that promises to deepen your understanding of the mortgage industry and bolster your business strategies. Joining us is the mortgage maven himself, Brian McCauley, with a staggering 20 years of experience and a track record that includes weathering the tumultuous 2008 financial crisis.
In this episode, Brian dives into the art of knowing your business partner's ideal profile, the importance of asking what impresses them, and tailoring your approach based on your unique skill set and goals.
Learn how Brian's self-generated referral business model, primarily driven by REALTORS, past clients, and strategic social marketing efforts, sets him apart in today's competitive landscape.
You'll glean insights into his choice of YouTube and Instagram as vital platforms for establishing social connections and delivering educational content.
We'll also explore how the "Dallas Mortgage News" became a keystone of Brian's brand and get an insider's scoop on hosting value-driven events like the ones with Rick Ruby.
So, grab your headphones, sharpen your notepads, and get ready to transform your mortgage marketing approach with the invaluable lessons and strategies shared by Brian McCauley in today's episode. Let's get started!
Episode Resources:
Connect with Brian On Instagram
Check Out Brian's Website
Do you want to unlock the secret to endless REALTOR referrals? Learn more about myAgent Classes here.
Today we're diving deep into the seismic shifts shaking up the real estate industry with my guest, James Kleiman, Newsroom Manager at Housingwire and a sharp observer of real estate trends.
In this episode, we're discussing the ripple effects of recent settlements and regulatory changes that are reshaping the landscape for agents and mortgage professionals alike. We'll tackle the repercussions of the Department of Justice's hard look at real estate agent practices, and unpack the landmark $418 million NAR settlement.
And for all you mortgage originators out there feeling the tremors, get ready for actionable insights on diversifying referral sources and innovative strategies for adapting to this new real estate reality.
So tighten your seat belts and prepare for a candid conversation that cuts to the heart of the matter. And, as always, if you like what you hear, leave us a review and share this episode with anyone wanting to stay ahead of the curve. Let's get started!
Episode Resources:
Connect with James Kleiman on LinkedIn
Subscribe to Housing Wire
Book your 1:1 call to learn more about myAgent Classes
In this insightful episode of Mortgage Marketing Radio, Geoff Zimpfer welcomes Jordan Nutter to discuss the intersection of mortgage marketing, financial literacy, and social media strategy. Jordan shares her mission to enhance financial literacy throughout the nation, diving into the nuances of balancing loan origination with her 50-city tour in 32 states alongside her family.
We also unpack how Jordan’s viral video success created 4,000 leads boasting an impressive 33.33% conversion rate.
Key Points Discussed:
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The significance of Jordan Nutter's mission to enhance financial literacy across various communities.
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The role authentic content and social media play in building trust and educating potential clients.
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Methods and best practices for creating engaging, educational content, particularly for credit-challenged borrowers.
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Jordan's approach to batch content creation, mobile editing for authenticity, and consistency in posting on platforms like Instagram and TikTok.
If you're inspired by Jordan's journey and want to tap into the combined power of financial literacy and social media marketing, don't forget to subscribe to Mortgage Marketing Radio.
Share this episode with someone who could benefit, and leave us a review to tell us how we're doing.
Episode Resources:
Follow Jordan:
TikTok
Website
Want endless REALTOR referrals without cold-calling, chasing agents or paying for leads? See how others are doing it at myAgent Classes.
Book your free mortgage marketing strategy call with me here.
Join the Mortgage Marketing Radio Facebook Group here.
In this enlightening episode, we talk with Tom Moffat and Brandon Love about innovative strategies for using Instagram to connect with REALTORS. From creating exclusive broadcast channels to utilizing the 'close friends' feature, this episode uncovers the power of personalized communication and relationship building on Instagram.
Key Points Discussed:
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The benefits of switching from a business to a creator account on Instagram for access to a wider array of music for content.
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Step-by-step instructions on how to create a broadcast channel on Instagram for engaging with followers.
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Utilizing the 'close friends' strategy on Instagram to foster deeper relationships with REALTORS by sharing specialized content.
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How DMs, video messages, and personal notes can be leveraged to nurture connections with class attendees and potential clients.
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Integrating Yam app with Gmail for mass personalized emails, helping REALTORS maintain a one-to-one relationship with their audience.
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Strategies for using Instagram and online presence to assist real estate agents in optimizing their digital footprint and marketing.
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Ensuring effective follow-up and engagement with class participants through the use of PDF handouts and personalized coaching videos.
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The collaboration with specialists Tom and Brandon on their podcast "Commission Breath" to discuss targeting realtors and mortgage brokers.
Don’t forget to subscribe to Mortgage Marketing Radio for more insightful strategies and tips. Leave us a review to let us know what you think about today’s episode, and follow us on our social media channels to join the conversation.
Episode Resources:
Connect with Tom On Instagram Here
Connect with Brandon Love on Instagram Here
Tune-In to the Commission Breath Podcast on Spotify or Apple
Check Out their YouTube Channel Here
Book your call here to learn more about myAgent Classes.
In this episode, myself along with Brian Vieaux, and Kyle Draper delve into the concept of the next generation mortgage loan officer and what it takes to thrive in the modern mortgage industry.
We discuss the importance of embracing technology, being a digital native, and the significance of personalized customer service in catering to the diverse needs of the modern client.
We also talk about the new book collaboration for Rethink Everything You "Know" About Being a NextGen Loan Officer.
Key Points Discussed:
Understanding the next generation homebuyer and their digital native characteristics
The significance of leveraging technology to engage with clients and provide tailored solutions
The role of education and expertise in becoming a next generation loan officer
Timestamps:
00:00 Discussion on new book for mortgage loan officers.
05:55 NextGen home buyers prefer online relationships.
09:32 Virtual connections form meaningful, impactful relationships swiftly.
12:51 Guide for loan officers to engage next generation.
15:04 Baffled by loan opinions, focus on educating.
19:31 Innovative book format creates interactive reader experience.
21:32 Encouraging listeners to get book, share episode.
Episode Resources:
Order Rethink Everything on Amazon Here
Book your call here to learn more about myAgent Classes.
On this episode we welcome Travis Thom, a renowned Facebook and Instagram ad expert and AI marketing strategist, back to Mortgage Marketing Radio for an insightful episode on cutting-edge digital marketing strategies in the mortgage and real estate industries.
Key Points Discussed:
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The transition from traditional long landing pages to streamlined, mobile-optimized versions that enhance conversion rates.
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The emergence of concise bio links and lead ad forms, challenging the dominance of traditional landing pages.
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Skepticism towards the capabilities of AI in fully replacing human interaction, with a focus on maintaining a balance between technology and personal touch.
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The "perfect funnel" strategy for video content marketing and its effectiveness in creating brand awareness and customer retargeting.
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Recommendations for budgeting and reach on video marketing campaigns aimed at maximizing brand visibility.
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Elevated REM Training as a resource for mastering AI and social media marketing tactics.
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The importance of personal branding and authentic content production within organizations, leveraging employee-driven content creation.
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Discussion on the future of AI and human customer service integration, including the potential of indistinguishable AI-human voice capabilities.
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Highlights of Travis Thom's successful track record in ad management and his advisory role with Facebook.
Check out Travis' website here.
Follow Travis on Instagram here.
Discover how to get an endless stream of REALTOR referrals. Book your call here to learn more about myAgent Classes.
Today we're talking with Mike Faraci. He's the Founder & CEO of Red Button Media, a video content agency that specializes in creating authentic, professional video content and marketing strategies that get you the attention you deserve.
Here's a breakdown of the top takeaways from our conversation with Mike:
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Harnessing AI Tools for Content Creation: Mike dishes out how features like Zoom's AI summary are revolutionizing content repurposing, helping you save time and be more efficient in your marketing efforts.
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The Art of Connecting Through Authenticity: Dive into the nuances of being genuine and discover why it’s okay to feel uncomfortable in your own skin – it’s your secret weapon to build real connections.
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Content Strategy - Quality Over Quantity: Find out why chasing viral fame won’t beat creating sincere content that resonates deeply with your target audience.
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Developing Engaging Content Hooks: Forget clickbaits! Learn how to create hooks that deliver real value and promise, so your audience stays hooked from start to finish.
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Video Content vs. AI-Generated Content: In an era of tech advancements, hear why authentic video content can have a more significant impact in building trust and eng
Gear up and dive into the full episode right here to transform your mortgage marketing game. Mike Faraci's practical tips and insightful strategies are what you need to stay ahead of the curve in 2024 and beyond.
Follow Mike on LinkedIn Here
Learn more about myAgent Classes Here
In this episode, we dive into the art of refining the client experience in the mortgage industry with expert guest Mike Seminari, Director of Customer Experience (CX) with STRATMOR Group.
Discover how to transform excellent service into a robust referral system and why your process can make or break client satisfaction.
Key Points Discussed:
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The strategic importance of optimizing the customer experience to gain more referrals in the mortgage sector.
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Mike Seminari’s tips on how to incorporate monthly customer experience (CX) enhancements and why he recommends reaching out for his CX tip sheet.
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The detrimental effects of process pain points like miscommunication and redundancy on the Net Promoter Score (NPS).
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The significant impact that effective communication and setting accurate expectations have on a customer's likelihood to refer.
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Using visual aids to guide customers through the loan journey and the vitality of being adaptable to feedback.
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STRATMOR's Mortgage CX program benefits, including detailed analysis and benchmarking for loan officers.
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Mike’s perspective on the importance of prior relationships and testimonials over interest rates in lender selection by clients.
Listen in to continue to pivot, innovate, adapt, and overcome!
Episode Resources:
- Get Mike's 7 Commandments of CX Here
- Connect & Follow Mike for More CX Tips on LinkedIn
- Learn More About myAgent Classes
Are you ready to go from solicitor and vendor to partner and peer with real estate agents? Book your call with me here.
Join us in this enlightening episode of Mortgage Marketing Radio, with guest Daniel Simoanvsky, a top-referred insurance broker in the Kansas City area and a co-founder of a thriving insurance agency.
In this episode, we delve into Daniel's innovative approach to building meaningful relationships within the real estate and mortgage industry by leveraging social media, valuable content creation, and personal branding.
Time Stamps:
05:54 Focused on mortgage lenders, shifted focus to agents.
15:02 Real estate agents need your solutions now.
19:21 Being true to yourself attracts the right people.
21:15 Adding value to real estate agents through partnerships.
28:38 Successful agents are always hungry for growth.
Follow Daniel on Instagram Here
Learn More About myAgent Classes
Are you ready to go from solicitor and vendor to partner and peer with real estate agents? Book your call with me here.
We've got Canadian Mortgage innovatorJason Henneberry as our special guest on today's episode. Jason dropped invaluable insights on emotional selling, financial education, and the critical skills for thriving: audience building, deal creation, and deal conversion.
05:34 Tightened regulations impact mortgage market, 2025 surge.
07:32 Retail versus independent mortgage brokers in sales.
12:16 Real estate market shifting due to rising rates.
13:31 Business strategies evolving, focusing on social media.
18:39 Connect, convert conversations into meaningful business interactions.
20:27 Content should address emotional pain points effectively.
24:06 Key to education, expert status attracts engagement.
27:24 Loan officers teach real estate financing strategies.
29:49 Consistency and perseverance lead to success in business.
32:42 Unique situations go beyond traditional borrowing limits.
36:01 High income earners often seek alternate financing.
40:27 Prepare for future busy periods and adjustments.
43:46 Book focuses on deliberate practice, not habits.
44:54 53 days on program led to lasting habits.
Connect with Jason Here
Want more agent referrals without chasing, cold-calling or paying for leads?
Schedule your call with me and learn more about myAgent Classes.
I am thrilled to bring you my conversation with the renowned YouTube strategist Sean Cannell. We dissect the nuances of creating powerful YouTube content for mortgage professionals, blending high-value content with the seamless use of AI and the irreplaceable human element that propels your marketing to new heights.
Key Points We Discussed with Time Stamps:
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00:02:34 - Starting with available resources and emphasizing content value over production polish.
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00:09:52 - Strategies for employing AI as a tool while maintaining the creative and strategic processes that define us.
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00:16:27 - The critical role of continual learning and personal development in triumphing over the dynamic challenges of online marketing.
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00:23:45 - The impact of short, magnetic YouTube videos and the importance of consistent improvement of your video production skills.
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00:31:19 - Unpacking the YouTube algorithm and how to tailor content to match audience behaviors and preferences.
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00:39:58 - The collaborative exchange on our respective experiences and strategies for designing videos that captivate and convert.
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00:48:16 - Exploring the "perfect video" recipe from effective hooks to a call to action.
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00:56:40 - Breakdown of the three Ps—passion, proficiency, and profit—in finding and dominating your YouTube niche.
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01:03:12 - How to leverage brilliant content ideas from successful channels across various industries.
Memorable Quotes from Today’s Episode:
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"Start where you are, and build from there. It's about the message, not just the medium." - Sean Cannell
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"Building a community is about connection, not just conversion. It's about people, not just pageviews." - Me, Geoff Zimpfer
Resources I Mentioned with Time Stamps:
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[00:57:15] "YouTube Secrets" book by Sean Cannell
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[01:18:42] Sean’s free podcast and on-demand class, available here.
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Liked what you heard? Please take a moment to leave us a review; your opinions help us grow.
-
And follow us on our social accounts for even more expert mortgage marketing guidance.
Want more agent referrals without chasing, cold-calling or paying for leads?
Schedule your call with me and learn more about myAgent Classes.
Today we're talking with Shayla Gifford. She's the VP of Sales and Development and a Branch Manager with Guild Mortgage.
Before you set out to conquer your goals in 2024 it's important to have a check up from the neck up. Meaning, how to get your mindset aligned to optimize your skillset and your activities.
Shayla's superpower is helping people break free from a limiting mindset and story that hinders them from achieving the best version of themselves. She's especially adept at helping people get really clear on who you are uniquely and what are the unique skills, attributes, and value that you bring to relationships.
Episode Resources:
Connect with Shayla on Instagram
Check Out Shayla's Website
Learn More About myAgent Classes
On today's episode we're learning about an alternative to verifying employment, income and assets for your borrowers. Truv allows you to gather over 100 unique income and employment data points from applicants by allowing them to login directly to their payroll or employer account.
You'll save your clients money and reduce your time to close with Truv. Listen to the episode to learn more.
Episode Resources:
Check Out Truv Here
Connect With Richard on LinkedIn
Get More Agent Referrals with myAgent Classes
Imagine never having to update real estate listing flyers. Accelerate the home loan process by putting real-time mortgage rate listing flyers right in the hands of prospective homebuyers, agents and builders.
Uplist is a modern alternative to traditional listing flyers. The platform then generates a rate-search web page for that listing, complete with a QR code and a digital “Get Payments” button. These deliverables are able to be shared with trusted real estate agents and builders.
When homebuyers scan the QR code or click the button, they are directed to the mortgage loan officer’s company-branded Uplist page where they can do a quick, real-time mortgage rate search.
Finally, finance flyers have arrived in the digital age! Listen to my conversation with Uplist CMO Ben Smidt and check out Uplist for more details.
Episode Resources:
Visit Uplist Here
Learn More About myAgent Classes
Join the Podcast Facebook Group Here
In this enlightening episode, we sit down with Josh Friend, the visionary CEO of Insellerate, who has successfully navigated the challenging waters of direct-to-consumer marketing with an impressive $30 million investment. Josh brings a wealth of experience and unique insights into the world of consumer direct mortgage marketing.
We explore the importance of understanding the consumer psyche and how to effectively leverage digital platforms to maximize reach, engagement and conversion.
Learn More About Insellerate Connect with Josh on LinkedIn Learn More About myAgent Classes
Have you ever thought about real estate investing as a path to financial freedom? Have you kicked around the idea but felt you were too busy with work and family responsibilities?
Our guest today is Michael Zuber. He's the author of One Rental At a Time and hosts the One Rental at a Time YouTube channel. (Links Below)
Today we're talking about how to start - or grow your real estate portfolio. We're also "geeking out" on investing, housing, rates, the economy and more.
Show Notes/Resources:
Today our guest is Michael Zuber.
Episode Resources:
Check Out Michaels YouTube Channel
Buy His Book on Amazon
Double your Agent referrals with myAgent Classes. Book a call here.
Greg Sher is the Managing Director @ NFM Lending. He's passionate about empowering and inspiring others through media and storytelling.
This episode features an inspiring conversation about how to pivot in the current market. You'll also hear amazing stories of Loan Officers creating content online that's generating inbound referrals every single month.
Connect with Greg Sher on LinkedIn Here
Follow Scott Betley on Instagram or TikTok
Follow Jordan Nutter on Instagram or TikTok
Double your Agent referrals with myAgent Classes. Book a call here.
In this idea packed episode, we delve into the art of thriving in the current mortgage market with our guest, Dale Vermillion. With the landscape of mortgage origination becoming increasingly challenging, Dale shares his expertise on the most effective activities mortgage originators should focus on today.
We discuss innovative strategies for marketing, how to stand out in a saturated market, and the importance of building strong client relationships. Dale's insights are not just theoretical; they are tried-and-tested methods that have propelled many in the industry to success.
Whether you're a seasoned originator or new to the field, this episode is packed with invaluable guidance to help you excel.
Episode Resources:
- Learn more about Dale Vermillion and his methods at www.DaleVermillion.com
- Double your Agent referrals with myAgent Classes. Book a call here.
On today's episode we're talking with Logan Mohtashami. Logan is a renowned housing market expert recognized for his insightful analysis and commentary on the U.S. economy and real estate market.
Mohtashami is a lead analyst for HousingWire and is a regular contributor on the HousingWire Daily podcast.
Episode Resources:
Follow Logan on Instagram
Subscribe to Housing Wire
Learn More About myAgent Classes
In this episode we talk with Wade Betz. Wade has been in the mortgage industry since 2006 and helped thousands of families with more than $700M+ in residential financing funded.
He's optimizing his Google Business profile to get found by local homebuyers and referring those deals out to his local agents.
Wade is teaching educational classes to real estate agents and building his audience on social media. There's a lot we cover in this episode!
Episode Resources:
- Connect With Wade
- Book Your Call Here to Learn More About myAgent Classes
- Join the Podcast Facebook Group Here
In this episode, you’re getting a glimpse inside the Members Only Coaching Call.
Each week, we meet with fellow ambitious Mortgage Loan Originators from across the country. Our primary focus is leading with education in our local market to attract our ideal agent partners and grow our business.
We also share ideas, work on mindset and accountability, social media strategies and more.
If you like what you hear, book your call to learn more!
Listen in to continue to pivot, innovate, adapt, and overcome!
Episode Resources:
- Book Your Call Here to Learn More About myAgent Classes
- Join the Podcast Facebook Group Here
In this episode we talk with "The Mortgage Dads" as they unpack their journey into going all in with video online. Directly from posting video content, they've closed over 38 loans and they're just getting started.
Listen and apply what you learn from this episode. Be inspired to take action and soon you'll be adding loans to your pipeline directly from your online content.
Episode Resources:
Follow James & Travis
Get More Agent Referrals/myAgent Classes
Join the Facebook Group
Today we're talking with Kevin Ducey about diversifying your income. Kevin is the Vice President Of Business Development at Comma Insurance. He has a wealth of experience in mortgage marketing strategies and building residual income.
His perspective on "mortgage marketing strategies: reviews, success stories, and insurance investment" is that investing in an insurance agency can be a viable option for mortgage professionals looking to build scale, autonomy, and recurring residual income.
Kevin encourages listeners to consider investing in their own insurance agency, highlighting the potential benefits of not requiring excessive time, hiring, or securing a location.
Episode Resources:
Learn More About Comma
Get More Agent Referrals/myAgent Classes
Join the Facebook Group
Today, we’re master the market of the moment AND celebrating 300 episodes of Mortgage Marketing Radio with host Geoff Zimpfer.
Listen in to continue to pivot, innovate, adapt, and overcome!
Episode Resources:
- Ask Geoff Anything! Tap Here
- Learn More About myAgent Classes
This episode is the prequel to my recent conversation with Michael McAllister about becoming a NextGen Mortgage Originator.
We talk about the evolution of marketing technology, the consumer journey and the new partnership Michael and I are announcing.
Learn More About High Level
Learn More About myAgent Classes
A NextGen Mortgage Originator is one who embraces both the traditional sources of business like database, referral partners and an online presence using digital tools and platforms to attract and engage consumers directly.
In this episode Michael McAllister, the founder of EmpowerLO and I unpack both the importance of becoming a NextGent Originator and how to get there.
We talk about your personal brand, social media, High Level marketing automation and why leading with education is your killer app.
Be sure to check out the episode resources listed below. Join the Facebook Group and let's continue the conversation!
Episode Resources:
High Level Facebook Group
Learn About myAgent Classes
Check Out EmpowerLO
Leave a Podcast Review
On this episode we talk with Sam May who's leading a small team of mortgage originators in the Solana Beach, CA area. They're on pace to close $100 Million in funded loans in 2023.
Sam is crushing it with his local agents, teaching classes and building a well-known personal brand for his team.
Listen in as we discuss how to identify your ideal client and create content that attracts them. We also dig into creating video content, building your social media followers and attracting agents vs chasing.
Episode Resources:
Follow Sam on Instagram
Book a Call With Geoff
Join the Facebook Group
On this episode we talk with Sam May who's leading a small team of mortgage originators in the Solana Beach, CA area. They're on pace to close $100 Million in funded loans in 2023.
Sam is crushing it with his local agents, teaching classes and building a well-known personal brand for his team.
Listen in as we discuss how to identify your ideal client and create content that attracts them. We also dig into creating video content, building your social media followers and attracting agents vs chasing.
Episode Resources:
Follow Sam on Instagram
Book a Call With Geoff
Join the Facebook Group
Today we're bringing another Mortgage Marketing PRO member success story to you.
What if you could host one or two agent classes per month and fund five loans or more every time you did. Would you be open to learning more?
This episode features Louie Wickett with Homeside Lending and how he's funded 5 loans from teaching just two classes.
Are you ready to say goodbye to cold-calling agents and get referrals on demand like Louie?
Check out the links below for more details.
- Learn More about the Mortgage Marketing PRO Membership
- Join the Podcast Facebook Group Here
Today's episode is a candid conversation about recruiting in the mortgage industry. The truth, lies and misconceptions about signing bonuses, compensation, company leadership and how to know when it's time to leave or time to stay at your current company.
Andy Stewart is the VP of Operations and Dave Hendriksen is the SVP of Sales and Business Development for Homeside.
In their combined 40+ years of mortgage industry experience, they've seen and heard it all. Our conversation will help you get clear on some of the important considerations around changing companies and your career path.
Episode Resources:
Visit Homeside to learn more.
Leave Me a Google Review
On today's episode you get a sneak-peek inside one of our weekly Mortgage Marketing PRO Member coaching calls.
We host four calls each month and one of those four calls features a special guest who is a subject matter expert.
On this call, our guest is Kyle Draper. Kyle has helped thousands of REALTORS® and mortgage professionals leverage their personal stories to generate millions of dollars in business. His expertise in social media marketing and storytelling through content is renowned across the industry. He is currently the founder of KyleDraper.com and ContentCompounding.io, and speaks around the country helping driven professionals discover their story, and grow their business through the power of social media.
Paige Bowman is the founder and team leader of The Mortgage Collaborative based in Houston, TX. Her mission is to change people from renters into homeowners. She leads the #1 All Female Team in Houston and is on pace to fund $80 Million in 2022. She's also an avid traveler and self-acclaimed "sneaker-head."
You can follow Paige on Instagram to connect and get a look at her amazing content.
Resources:
Get more agent referrals in less time. CLICK HERE to learn more about the Mortgage Marketing PRO Membership.
Join the podcast Facebook Group HERE.
On this episode we catch up with Todd Duncan. He is the founder and CEO of the Todd Duncan Group, the most sought after coaching, training, and events company for high performing sales professionals, a 2X NYT bestselling author with over 17 books, and was a top 1% Loan Originator financing over 5,000 transactions in 12 years.
The current mortgage market is challenging and unexpected, with interest rate acceleration, consumer confidence dip, and inflation affecting loan officers.
Despite the challenging market, there is still a significant demand for mortgages, with millions of homes requiring financing.
The question is what is the mindset and actions needed to survive and thrive in the current market. We will answer that and more on this episode.
Check the links below for podcast resources.
Check Out Todd Duncan's High Trust Sales Academy
Get More Agent Referrals With myAgent Classes Here
On today's episode we talk about:
- Why attracting agents is more effective than chasing them.
- Tips on presenting and selling.
- The power of teaching agent classes to reach a larger audience and generate more referrals.
- Hosting events and creating valuable content for building relationships and growing a mortgage business.
- Tips on starting a podcast.
Follow Eric On Instagram Here
Check Out Eric's Podcast Here
Get More Agent Referrals by Teaching Agent Classes [Click Here]
Join the Podcast Facebook Group Here
In this episode we talk with Mortgage Marketing PRO Member Carmella McGonegal about how she's growing her mortgage referrals from agents by hosting agent classes.
She shares her experience as a PRO Member and the impact to her business since joining.
Episode Resources:
- Learn More About Mortgage Marketing PRO
- Join the Podcast Facebook Group Here
In this episode, John Cornish shares his expertise on how to improve the Google five-star review process for his business and his REALTOR partners.
He shares his passion for helping REALTORs educate themselves on Google profile optimization and believes that by implementing his process, REALTORs can improve their online reputation and generate more business.
John's process for improving Google reviews has helped him build a strong online reputation, with over 300 five-star Google reviews. He notes that this has directly led to an increase in online leads and business opportunities.
- Connect with John on Instagram Here
- Learn More about the Mortgage Marketing PRO Membership
- Join the Podcast Facebook Group Here
In this episode, we had the privilege of sitting down with Justin Stoddart, author of "The Upstream Model: Hidden Secrets to Building a Massive Referral Business While Crushing Big Tech Competitors".
We dive deep into the concepts of moving upstream from Solicitor to Peer and Mentor.
Here's a rundown of what we discussed:
- The traditional way of selling is no longer effective.
- The Upstream Model is a new approach to selling that focuses on building relationships with key influencers - your Wealth Advisory Team.
- Building your own Wealth Advisory Team has a number of benefits over traditional sales methods, including higher close rates, less time spent on sales, more predictable greater income.
- If you are looking for a more effective way to grow your business, I encourage you to attend our FREE Wealth Advisory Team preview call.
- RSVP HERE
We're going to unpack this new platform to help you grow your own local Wealth Advisory Team and build a consistent flow of quality referrals from high caliber professionals, just like you.
RSVP for the Wealth Advisory Team Call
- Learn More About Mortgage Marketing PRO
- Join the Podcast Facebook Group Here
In this episode, we unpack how Glenda White closed over $7 Million in Agent Referrals (and how you can too)
Episode Resources:
- Learn More About Mortgage Marketing PRO
- Join the Podcast Facebook Group Here
Welcome to another exciting episode of Mortgage Marketing Radio!
In this episode, we have a special guest, Matt Weaver, joining us.
Matt is not only the #1 purchase loan originator in the nation but also an expert in leveraging real estate agent partnerships for his business.
During our conversation, Matt shares his valuable insights on how he consistently generates a substantial amount of business and referrals through real estate agents.
One of his most effective strategies is hosting educational events specifically tailored for agents.
These events create connections, foster relationships, and ultimately lead to a steady stream of business opportunities.
In this episode, you'll learn:
• How Matt Weaver became the top purchase loan originator in the nation.
• The importance of building strong relationships with real estate agents.
• The step-by-step process for hosting successful educational events
• Proven techniques to effectively connect with and educate real estate agents.
• Actionable tips for nurturing and maintaining agent partnerships.
To learn more about Matt Weaver and his expertise, visit his website at crosscountrymortgage.com/weaver.
Be sure to check out the episode resources, including a free case study featuring Chris Coghill's success story, which you can download at locasestudy.com.
Join our vibrant Podcast Community on Facebook Here.
And if you want to grow your agent referrals using events like Matt Weaver, consider becoming a Mortgage Marketing PRO member Here.
In this episode, we dive into the world of real estate and uncover the strategies that mega agents use to effectively convert leads into clients.
Our special guest, Grant Wise, a renowned expert in content and video marketing, joins us to reveal the secrets behind successful lead conversion through the power of connection.
Grant shares his wealth of knowledge on leveraging content and video marketing to establish meaningful connections with potential clients. We explore the importance of creating engaging and relevant content that resonates with your target audience, ultimately building trust and credibility.
The conversation takes a deep dive into the art of remarketing content on various social media platforms. Grant explains how real estate agents can maximize their reach and impact by strategically repurposing content to reconnect with prospects, reinforcing their message and increasing the chances of conversion.
Tune in to discover the insider tips and tricks that mega agents utilize to connect and convert at a higher level.
Whether you're a seasoned real estate professional or just starting your journey, this episode will provide you with actionable strategies to enhance your lead conversion game and drive greater success in your business.
Episode Resources:
Download the free Chris Coghill case study at www.locasestudy.com
Join the Podcast Community in Facebook Here
Become a Mortgage Marketing PRO Member Here
Welcome to our latest episode of the podcast, where we bring you stories of people who have achieved great success in their careers.
Today, we are joined by Chris Coghill, a loan officer who has closed an impressive $36 million in loans referred by real estate agents.
Chris has achieved this by teaching agent classes and building relationships with real estate professionals in his area.
In this episode, Chris shares his journey and the strategies he has used to build his business. One of the key strategies that Chris has used to build his business is teaching agent classes.
He talks about the benefits of teaching classes, such as building trust and establishing himself as an expert in his field.
Here are some of the key takeaways from this episode:
- Building relationships with real estate agents is key to success in the loan officer industry.
- Teaching agent classes is a powerful way to build trust and establish yourself as an expert.
- When working with real estate agents, it's important to focus on adding value and building long-term relationships.
- By following these strategies, loan officers can generate significant business and build a successful career.
To learn more about Chris Coghill's journey and strategies, download the free case study at www.locasestudy.com
Join the Podcast Community in Facebook Here
Become a Mortgage Marketing PRO Member Here
In this episode, we speak with Spencer Dusebout, CEO of Aidium, a leading CRM platform. Spencer shares his insights and expertise on How to Get Maximum ROI from Your CRM, providing practical tips and strategies for getting the most out of your CRM investment.
From understanding the key features and capabilities of your CRM platform to developing effective workflows and automations, Spencer's advice is invaluable for anyone looking to streamline their business processes and improve their bottom line.
As a seasoned entrepreneur and business leader, Spencer brings a wealth of experience and knowledge to the table, and his insights are sure to help listeners achieve greater success in their businesses.
To learn more from Spencer and connect with him directly, be sure to visit Aidium's website at www.aidium.com/.
Get the Case Study: Chris Coghill Closed $36 Million in Agent Referrals
Join the Podcast Community in Facebook Here
In this episode, we speak with Shivani Peterson, a trusted advisor and consultant who has helped countless clients and partners build strong, lasting relationships based on trust and transparency.
Shivani shares her No B.S. Guide to Unlocking Trust, revealing the key principles and strategies that have helped her clients achieve success in their businesses and personal lives.
From understanding the importance of authenticity and vulnerability to developing clear communication and accountability, Shivani's insights and advice are invaluable for anyone looking to build trust with clients and partners.
To learn more from Shivani and connect with her directly, be sure to follow her on Instagram at @shivpeter and visit her website.
Get the Case Study: Chris Coghill Closed $36 Million in Agent Referrals
Join the Podcast Community in Facebook Here
Our special guest for this episode is Quinton Harrris. He's a VP with Bank of England Mortgage. In 2011, he challenged his team to go on a journey with him to change the industry’s traditional lending model.
The challenge succeeded, and together they have become the #1 branch in the organization for 6 years in a row while gaining a #1 market share in Northeast Florida.
He's also Host of the Podcast What's Your 1 More and Co Founder of The Market Distillery which helps real estate agents become better marketers.
Connect with Quinton Here:
Podcast
The Market Distillery
See how PRO Member Chris Coghill closed $36 Million in loans referred by real estate agents with NO cold-calling, NO chasing and NO co-paying for leads.
Click Here to Learn More
On this episode we're talking with top producing Mortgage Loan Originator Kyle Wright with American Pacific Mortgage.
Kyle closed 138 loans in 2022 with a balance of 90% purchase. His primary source of business is real estate agents but you'll hear how Kyle is teaming up with agents to co-invest in online paid leads.
This is a crash course in how to build a high volume of paid leads that convert with a positive ROI for your business. Listen and take notes!
In this episode, we go deeper on the topic of becoming more financially literate to become a trusted advisor for our clients and convert more prospects. We also talk about the impact of ChatGPT and how to leverage this tool for your business.
Episode Resources:
- Join Borrow Smart University
- The National Institute of Financial Education Facebook Group
- Learn More About Mortgage Marketing PRO
- Join the Podcast Facebook Group Here
Today, we're getting a glimpse inside the Members Only Coaching Call from Mortgage Marketing Pro. If you like what you hear, join us at the link below!
Listen in to continue to pivot, innovate, adapt, and overcome!
Episode Resources:
- Get More Agent Referrals Here
- Join the Podcast Facebook Group Here
Today, we're learning how social media can grow YOUR bottom line. Josh Dobson is here to show us how.
Listen in to continue to pivot, innovate, adapt, and overcome!
Episode Resources:
- Follow Josh Dobson on Instagram Here
- Follow Josh on TikTok Here
- Get More Agent Referrals Here
- Join the Podcast Facebook Group Here
In this episode, Megan Galbraith, the Chief Marketing Officer of Foundation Mortgage, reveals how she attracts, engages, and converts real estate agents by providing educational content.
Episode Resources:
Follow Megan on Instagram Here
Get More Agent Referrals Here
Join the Podcast Facebook Group Here
Today, we're getting the details on the new MUST HAVE tech for Mortgage Originators. The team from Trust Engine is here to show us.
Listen in to continue to pivot, innovate, adapt, and overcome!
Episode Resources:
- Learn More About Trust Engine Here
- Check Out Mortgage Marketing PRO Here
- Join the Podcast Facebook Group Here
Today, we're getting REAL, and special guest Brad Lea is here to lead the way.
Listen in to continue to pivot, innovate, adapt, and overcome!
Episode Resources:
- Connect with Brad Here
- Get More Agent Referrals Here
- Join the Podcast Facebook Group Here
Today, we're parsing the value of referral partners vs paid leads, and special guest Chris Johnstone is going to show us how.
Listen in to continue to pivot, innovate, adapt, and overcome!
Episode Resources:
- Free Training from Chris Click Here
- Get More Agent Referrals Here
- Join the Podcast Facebook Group Here
Today, we're reclaiming our confidence & living our best lives, and special guest Nada Nasserdeen is going to show us how.
Listen in to continue to pivot, innovate, adapt, and overcome!
Episode Resources:
- Connect With Nada Here
- Get More Agent Referrals Here
- Join the Podcast Facebook Group Here
Today, we're growing our database & our production, with special guest Wally Elibiary
Listen in to continue to pivot, innovate, adapt, and overcome!
Episode Resources:
- Connect With Wally Here
- Follow Wally on Instagram Here
- Get More Agent Referrals Here
- Join the Podcast Facebook Group Here
Today, we're winning more deals by increasing our knowledge, with special guest Todd Ballenger
Listen in to continue to pivot, innovate, adapt, and overcome!
Episode Resources:
- Watch Levi's YouTube Channel Here
- Get Levi's New Book Here
- Facebook Group
- Learn More About Mortgage Marketing PRO
- Join the Podcast Facebook Group Here
Today, we're winning more deals by increasing our knowledge, with special guest Todd Ballenger
Listen in to continue to pivot, innovate, adapt, and overcome!
Episode Resources:
- Join Borrow Smart University
- The National Institute of Financial Education Facebook Group
- Learn More About Mortgage Marketing PRO
- Join the Podcast Facebook Group Here
Today, we're getting our business ready for the new year with Ken Perry.
Listen in to continue to pivot, innovate, adapt, and overcome!
Episode Resources:
Learn More About Mortgage Marketing PRO
Get Your CE from Knowledge Coop Here
Join the Knowledge Coop Community Here
Join the Podcast Facebook Group Here
A quick message of gratitude for you, my podcast listener.
I wish you all the best and I am so grateful our paths have connected.
Happy Thanksgiving!
Today, we're putting passion & purpose back in our business with Team Hubbard.
Listen in to continue to pivot, innovate, adapt, and overcome!
Episode Resources:
- Connect with Team Hubbard here.
- Join the Facebook Group
- Ask Geoff Anything! Tap Here
- Learn More About myAgent Classes
Today, we're learning how to grow our business with the team from myHomeIQ.
Listen in to continue to pivot, innovate, adapt, and overcome!
Episode Resources:
- Learn More About myHomeIQ Here
- Join the Facebook Group
- Ask Geoff Anything! Tap Here
- Learn More About myAgent Classes
Today, we're adapting to the changing market, pivoting where we need to and accelerating where we can. Geoff Zimpfer leads this discussion with his expertise and experiences. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Join the https://www.facebook.com/groups/1689903481297200 (Facebook Group) Ask Geoff Anything! https://www.speakpipe.com/AMA (Tap Here) http://www.mortgagemarketing.pro/ (Learn More About myAgent Classes)
Today, we're adapting to the changing market, pivoting where we need to and accelerating where we can. Geoff Zimpfer leads this discussion with his expertise and experiences. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Join the https://www.facebook.com/groups/1689903481297200 (Facebook Group) Ask Geoff Anything! https://www.speakpipe.com/AMA (Tap Here) http://www.mortgagemarketing.pro/ (Learn More About myAgent Classes)
Today, we're discovering how to take a second look, as we understand what it means to become a second opinion mortgage specialist. We’re joined by Scott Schang to share his expertise and experiences. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Join the https://www.facebook.com/groups/1689903481297200 (Facebook Group) Ask Geoff Anything! https://www.speakpipe.com/AMA (Tap Here) http://www.mortgagemarketing.pro/ (Learn More About myAgent Classes)
Today, we're discovering the power of VIDEO! Trevor York joins us to share his expertise and experiences! Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Follow Trevor on Instagram https://www.instagram.com/trevyork/ (Here) Check Out https://www.forwardacademy.com/offers/jZhTWFu6?coupon_code=HALFOOO (Forward Academy) http://www.mortgagemarketing.pro/ (Learn More About myAgent Classes) Join the https://www.facebook.com/groups/1689903481297200 (Facebook Group) Ask Geoff Anything! https://www.speakpipe.com/AMA (Tap Here)
Today, we're diving deep into the minds from Divorce this House. We’re talking recession proofing your business as a divorce mortgage specialist! Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Join the https://www.facebook.com/groups/1689903481297200 (Facebook Group) Ask Geoff Anything! https://www.speakpipe.com/AMA (Tap Here) https://cceci.kartra.com/page/iKM20 (Learn More About Divorce This House) http://www.mortgagemarketing.pro/ (Learn More About myAgent Classes)
Today, we're diving deep into the minds from Divorce this House. We’re talking recession proofing your business as a divorce mortgage specialist! Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Join the https://www.facebook.com/groups/1689903481297200 (Facebook Group) Ask Geoff Anything! https://www.speakpipe.com/AMA (Tap Here) https://cceci.kartra.com/page/iKM20 (Learn More About Divorce This House) http://www.mortgagemarketing.pro/ (Learn More About myAgent Classes)
Today, we're diving deep into the mind of Geoff Zimpfer! Carl White joins us to host a discussion all about ME! Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: http://www.mortgagemarketing.pro/ (Learn More About myAgent Classes) Join the https://www.facebook.com/groups/1689903481297200 (Facebook Group) Ask Geoff Anything! https://www.speakpipe.com/AMA (Tap Here)
Today, we're diving deep into the mind of Geoff Zimpfer! Carl White joins us to host a discussion all about ME! Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: http://www.mortgagemarketing.pro/ (Learn More About myAgent Classes) Join the https://www.facebook.com/groups/1689903481297200 (Facebook Group) Ask Geoff Anything! https://www.speakpipe.com/AMA (Tap Here)
Today, we're digging deep in the Coach’s Corner! Khai McBride joins us to share his expertise and experiences! Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: https://www.tiktok.com/@trusted.finance (Double Your Agent Referrals) http://www.mortgagemarketing.pro/ (Learn More About myAgent Classes) Join the https://www.facebook.com/groups/1689903481297200 (Facebook Group) Ask Geoff Anything! https://www.speakpipe.com/AMA (Tap Here)
Today, we're discovering the possibilities of TikTok! Rob Roper joins us to share his expertise and experiences! Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: https://www.tiktok.com/@trusted.finance (Double Your Agent Referrals) https://tiktokmasterclass.thinkific.com/courses/leadgeneration?ref=009b5e (Check Out the TikTok Masterclass) https://www.tiktok.com/@trusted.finance (Follow Rob on TikTok) http://www.mortgagemarketing.pro/ (Learn More About myAgent Classes) Join the https://www.facebook.com/groups/1689903481297200 (Facebook Group) Ask Geoff Anything! https://www.speakpipe.com/AMA (Tap Here)
Today, we're pitching in! Listen to hear how you can help Geoff help others in this episode. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: https://wcrlv.betterworld.org/campaigns/geoff-zimpfer (Donate to Bras for a Cause Here) http://www.mortgagemarketing.pro/ (Learn More About myAgent Classes) Join the https://www.facebook.com/groups/1689903481297200 (Facebook Group) Ask Geoff Anything! https://www.speakpipe.com/AMA (Tap Here)
Today, we're going straight to the consumer and talking about Google Ads! Michael McCallister joins us to share his expertise and experiences! Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: https://empowerfunnels.com/ (Learn More About Empower Funnels) http://www.mortgagemarketing.pro/ (Learn More About myAgent Classes) Join the https://www.facebook.com/groups/1689903481297200 (Facebook Group) Ask Geoff Anything! https://www.speakpipe.com/AMA (Tap Here)
Today, we're focusing on SCALE! PJ Cresenzo joins us to share his expertise and experiences! Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: https://www.instagram.com/pjcrez3/ (Follow PJ On Instagram) https://myhomeiq.com/lender/ (Check Out myHome IQ) http://www.mortgagemarketing.pro/ (Learn More About myAgent Classes) Join the https://www.facebook.com/groups/1689903481297200 (Facebook Group) Ask Geoff Anything! https://www.speakpipe.com/AMA (Tap Here)
Today, we're making an impact, on our pocketbook and the WORLD! Lynsey Camp joins us to share her expertise and experiences! Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Join the https://www.facebook.com/groups/1689903481297200 (Facebook Group) Ask Geoff Anything! https://www.speakpipe.com/AMA (Tap Here) Become a https://www.mortgagemarketing.pro/ (Mortgage Marketing PRO) Member
Today, we’re learning the single most important skill for the current market. Todd Duncan joins us to share his expertise and experience! Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: https://toddduncan.com/sales-mastery/ (Sales Mastery Event) https://toddduncan.com/sales-mastery/ (USE PROMO CODE: SMPOD) https://toddduncan.com/ (Todd's Website) http://www.mortgagemarketing.pro/ (Check Out myAgent Classes)
Today, we’re learning how to grow your business in four key areas. Khai McBride joins us to share his expertise and experience! Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: https://www.khaimcbride.com/ (Khai's Website) https://www.instagram.com/khaimcbride/ (Follow Khai on Instagram) https://www.facebook.com/khaimcbridecoach (Follow Khai on Facebook) Ask Geoff Anything! https://www.speakpipe.com/AMA (Tap Here) https://www.mortgagemarketing.pro/ (Check Out myAgent Classes)
Park Howell, author of Brand Bewitchery and host of the popular Business of Story podcast, is considered the "World's Most Industrious Storyteller" by helping businesses grow by as much as 600% using his proven frameworks. His podcast, the is ranked among the top 10% of downloaded podcasts internationally. https://businessofstory.com/ (Business of Story Website)
https://businessofstory.com/storytelling-podcast/ (Business of Story Podcast)
http://www.mortgagemarketing.pro/ (Get More Agent Referrals)
Today's episode is a crash course in becoming a reverse mortgage specialist. If you've ever considered adding reverse mortgages to your business, Christina Harmes is the person who can help. She's been a reverse mortgage specialist for over a decade. As one of *170 Certified Reverse Mortgage Professionals (CRMP) nationwide, she was the youngest to ever achieve this highest designation in the reverse mortgage industry. Episode Resources: https://www.facebook.com/groups/827567644638868 (Christina's Facebook Group)
https://www.amazon.com/Understanding-Reverse-2022-Simplifying-Mortgage/dp/B09MYRBBTQ/ref=sr_1_1?keywords=understanding+reverse+2022&qid=1654622150&sprefix=understanding+reverse%2Caps%2C136&sr=8-1 (Reverse Mortgage Book)
https://reversemortgagedaily.com/podcast/ (Reverse Mortgage Daily Podcast)
http://www.mortgagemarketing.pro/ (Check Out myAgent Classes)
Today, we’re learning firsthand how the myAgent Classes are changing students lives and businesses! Several students join Geoff for a call in this episode to share their experience and expertise. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Ask Geoff Anything! https://www.speakpipe.com/AMA (Tap Here) https://www.mortgagemarketing.pro/ (Check Out myAgent Classes)
Today, we’re learning about growth from some one who is at the top of their game! Terri Santiago-Parker joins us to share her expertise and experience! Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Ask Geoff Anything! https://www.speakpipe.com/AMA (Tap Here) Follow Terri on https://www.facebook.com/theresa.santiagoparker (Facebook) https://www.mortgagemarketing.pro/ (Check Out myAgent Classes)
Today, we’re building up that momentum that can keep your business running smoothly even during downturns. Melissa Monjaraz joins us to share her expertise and experience! Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Ask Geoff Anything! https://www.speakpipe.com/AMA (Tap Here) Become a https://www.mortgagemarketing.pro/ (Mortgage Marketing PRO) Member Connect With Melissa on https://www.instagram.com/homeloanswithmelissa/ (Instagram) https://www.mortgagemarketing.pro/ (Check Out myAgent Classes)
Today, we’re working out a simple plan for success in social media. Taylor Ellard joins us to share her expertise and experience! Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Ask Geoff Anything! https://www.speakpipe.com/AMA (Tap Here) Become a https://www.mortgagemarketing.pro/ (Mortgage Marketing PRO) Member https://www.instagram.com/lending_forward/ (Lending Forward Podcast) https://www.atlanticbay.com/ (Atlantic Bay Mortgage) https://www.mortgagemarketing.pro/ (Check Out myAgent Classes)
Today, we're digging into our Brand DNA, discovering what makes us unique and how best to present it to the market. AJ Vaden joins us to share her expertise and experience! Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Ask Geoff Anything! https://www.speakpipe.com/AMA (Tap Here) Brand Builders Group https://brandbuildersgroup.com/ (Website) AJ Vaden's https://www.instagram.com/aj_vaden/ (Instagram Page) Become a https://www.mortgagemarketing.pro/ (Mortgage Marketing PRO) Member
Today, we're maximizing our potential, by capturing 100% of our clients future business. The team from Sales Boomerang joins us to share their expertise and experience! Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: https://www.salesboomerang.com/ (Sales Boomerang) Join the https://www.facebook.com/groups/1689903481297200 (Facebook Group) Ask Geoff Anything! https://www.speakpipe.com/AMA (Tap Here) Become a https://www.mortgagemarketing.pro/ (Mortgage Marketing PRO) Member
Today, we're setting intention to HIGH! David Meltzer, Co-founder of Sports 1 Marketing, joins us today share his expertise and experiences! Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Join the https://www.facebook.com/groups/1689903481297200 (Facebook Group) Ask Geoff Anything! https://www.speakpipe.com/AMA (Tap Here) Become a https://www.mortgagemarketing.pro/ (Mortgage Marketing PRO) Member
Ari Galper is the world’s #1 Authority on Trust-Based Selling and is the author of “Unlock The Sales Game” & “The One Call Sale”. He has also been featured in CEO Magazine, Forbes, CNN and is now the most sought-after trust-based selling authority for advisors, consultants, business owners and entrepreneurs — as well as major corporations such as Citibank, Telstra and General Electric. In this episode, Ari is sharing why everything you learned about selling will be turned upside down. If your sales cycle forces you into multiple steps, having to "chase" your prospects by "following up", you've lost the sale at the beginning of your sales process, due to a lack of deep trust. Episode Resources: Visit Ari's Website Follow Ari on LinkedIn Join the Ask Geoff Anything! Become a Member
Today, we're ABC, ALL ABOUT CLOSING. Derrick Polder joins us to share how he is closing 575 units PER YEAR! Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: The Polder Group Join the Ask Geoff Anything! Become a Member
Today, we're learning about non-QM loans and how to ensure you get your fair share! We’re joined by John Dustman SVP Axos Bank, to share his experience! Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Join the Ask Geoff Anything! Check Out
Today, we're learning about TikTok and how it can grow your sales this year. We’re joined byZachary Foust, to share his experience! Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Join the Ask Geoff Anything! Become a Connect With Zach on Follow Zach on
Today, we're learning about Influencer Marketing and how it can grow your brand. We’re joined by Jason Falls, Digital Strategist and Author to share his experience! Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Jointhe Ask Geoff Anything! Become a Connect With Jason Falls
Today, we're learning about using video to accelerate trust grow your sales. We’re joined by Darin Dawson, CEO of BombBomb to share his experience! Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Join the Ask Geoff Anything! Become a Check Out
Today, we're diving deep on out-of-office emails. What does yours say about you? Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Ask Geoff Anything! Hubspot Example
Today, we're diving deep on how to reactivate dormant buyers and help past clients clear up debt issues. Helping people and growing your business, it's a win-win. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Ask Geoff Anything! FannieMae Hombuyer Sentiment
Today, we're diving deep on why Social Media Strategy matters. Our guest is Deborah Byrd, CEO Plug & Play SM, to share her expertise. Do we really need a plan for Instagram and Facebook? Listen in to continue to pivot, innovate, adapt, and overcome!
Today, we’re getting into the minds of consumers with the man himself, Geoff Zimpfer. Do people really want a one-stop home buying experience? Listen in to continue to pivot, innovate, adapt, and overcome! Download Study
Today, we’re getting a peak behind the curtain with the man himself, Geoff Zimpfer. Find out what Geoff is thinking about and working on right now to create a great 2022. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Ask Geoff Anything!
Today, we’re learning how to get loans from Social Media and especially Instagram! We are joined by Minh Nguyen to share his expertise with you! Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Get Alec's Book on Follow Alec on Visit Alec's
Today, we’re joining a discussion from the Modern Lending Live Show hosted by, Alec Hanson. He and Geoff are sharing their expertise with each other and you! Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Get Alec's Book on Follow Alec on Visit Alec's
Today, we’re discussing a ground-up strategy, what would Geoff do if he was starting from scratch today. We’re joined by three time guest, Sue Woodard to share her expertise with you. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the
Today, we’re learning about the all-powerful Google Search and especially how to rank higher in your local search. We’re joined by Joy Hawkins to share her expertise with you. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Joy Hawkins Come say hello in the
Today, we’re learning about Non-QM loans, and qualifying more borrowers with special guest, Tom Hutchens. He’s the EVP of Production Angel Oak, and he’s here to share his expertise with you. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Schedule Your myAgent Classes Call
Today, we’re living it up, peering inside the brand and business of Erica Davis. She helps us understand the ins and outs of building a personal brand. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Schedule Your myAgent Classes Call
Today, we’re LEANING FORWARD into intentionality. Host, Geoff Zimpfer details the steps to take and the mindset shifts necessary to live on and with purpose. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Schedule Your myAgent Classes Call
Today, we’re peering behind the scenes of the #1 Real Estate Team in America, with a personal tour from the CEO himself. We're joined by Jason Mitchell to share his experience and expertise. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Schedule Your myAgent Classes Call
Today, we’re discussing video marketing tips from a Top 100 Agent Team. We're joined by Bryan Koci to share his experience and expertise. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Schedule Your myAgent Classes Call
Today, we’re growing our businesses and our lives, with some help from a couple of Loan Officers already doing it. We're joined by the team from Homeside Financial to share their experience and expertise. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Schedule Your myAgent Classes Call Connect With Louie Wickett Connect With John Cornish
Today, we’re designing our lives, not just living the default options. We're joined by Roland Cochrun to share his experience and expertise. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Become a Hybrid Loan Officer. Schedule a Call Schedule Your myAgent Classes Call
Today, we’re discovering how YouTube can improve your loan officer business. We're joined by Kyle Seagraves to share his experience and expertise. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check Out Kyles YouTube Channel Become a Hybrid Loan Officer. Schedule a Call Schedule Your myAgent Classes Call
Today, we’re glancing inside the Mortgage Marketing Pro membership. We're joined by Lizy Hoeffer to share her experience and expertise. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Schedule Your myAgent Classes Call
Our guest today is Chris Madden and he has a unique way to capture agent referrals like clockwork. No cold-calling, no chasing. He leads with education and attracts agents to seek him out. He's positioned himself uniquely and therefore he doesn't have to play the "same is lame" game like so many other Loan Officers. Episode Resources: Follow Chris on Check Out Chris's Schedule Your myAgent Classes Call Come say hello in the
Today, we’re getting personal and up close with our guest. We're joined by Barry Habib to share his experience and expertise. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit
Today, I’m letting you inside my head. It’s just me, Geoff Zimpfer sharing what I’m working on and some of my current thinking on our industry. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit
Today, we’re talking about growing your business from the ground up. We're joined by Beth Imhoff to share her experience and expertise. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit Connect With Beth
Today, we’re talking about growing your business with content marketing. We're joined by Marcus Sheridan to share his experience and expertise. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit Save $100 With the Code: RADIO100
Today, we’re talking about improving your communication skills. We're joined by Rene Rodriguez to share his experience and expertise. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit Save $100 With the Code: RADIO100
Today, we’re talking about Social Media and just what the heck you’re supposed to post there. We're joined by Justin Brown to share his experience and expertise. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit
Today, we’re discussing the Bonzo Scholarship Award Winners! We're joined by the team from Bonzo to share their experience and expertise. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit Learn More About Bonzo:
Today, we’re focused on expanded your loan volume exponentially, without building out a staff! We're joined by the team from Floify to share their experience and expertise. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit
Today, we’re focused on student debt and how you can help your clients eliminate it! We're joined by the team from LoanSense to share their experience and expertise. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit
Today, we’re focused on content creation and how the value of that content for your business compounds over time! We're joined by Kyle Draper to share his experience and expertise. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit
Today, we’re focused on the launch of the Hybrid Loan Officer, and learning how Bonzo can help us on that road! Hear how it can help grow your business today! Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit
Today, we’re joined by two great guests to discuss the benefits of HomeBot! Hear how it can help grow your business and get more referrals! Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit Waive the $200 Sign-Up Fee! Promo Code: MORTGAGERADIO200
Today, we’re joined by a great former guest for more insight and info from his geeky domain! Sean Cahan joins us again to share his experiences and expertise. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit
Today, we’re studying the importance of online reputation and how to improve your own! The team from Experience.com join us to share their experiences and expertise. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit
Today, we’re studying the customer journey experience and examining how to improve our own systems! Sue Woodard joins us to share her experiences and expertise. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit
Today, we’re learning how to build momentum personally and professionally! Mark Schaefer joins us to share his experiences and expertise. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit
Today, we’re learning how to become an originator without peer! Shayla Gifford joins us to share her experiences and expertise. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit
Today, we’re learning how to become a divorce mortgage specialist! The team from DivorcethisHouse.com joins us to share their experiences and expertise. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit Register for Intro to Divorce Real Estate Here:
Today, we’re learning selling secrets from the VP of Sales for Tony Robbins! Gene McNaughton joins us to share his experiences and expertise. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit
Jennifer Beeston is a Top 1% Loan Officer who gets over 60% of her business from her YouTube channel. In 2020, she closed over 546 loans for a volume of $205 Million. Her YouTube channel has over 17,000 subscribers and almost 4 Million total views. If you're interested in how to do YouTube, listen to this episode and subscribe to Jennifer's channel.
Today, we’re learning how to maximize the potential of our personal brand on social media! Arjun Dhingra joins us to share his experiences and expertise. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit
In our first interview of 2021, we’re learning how to maximize our resources and team! Amanda Rea joins us to share her experiences. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit
Don’t let “new shiny” distract you from your goals this year! We’re bringing you the questions to focus and ACHIEVE THIS year! Host, Geoff Zimpfer breaks it all down for you in this episode. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit
Don’t get caught surprised! We’ve got ten predictions for next year’s market to send THIS year out. Host, Geoff Zimpfer breaks it all down for you in this episode. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit
Not every loan is right, and even the ones that are might not be right for you! Host, Geoff Zimpfer breaks it all down for you in this episode. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit
We’re getting our finances straight, by finding good financial advisors in your area! Host, Geoff Zimpfer breaks it all down for you as you prepare for the new year. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit
Today we’re setting our sights high for 2021, exploring how to build a $100 million dollar team! Michelle Oddo joins us to share her experiences. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit
Today we’re getting clear on our mindset for 2021! Host, Geoff Zimpfer breaks it all down for you as you prepare for the new year. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit
Today you’re getting a backstage pass to a VIP Private Group coaching call! We’re joined by Michelle Castle to share her experiences. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit
Today we’re talking about your vision for success, and how getting clarity on that can grow your business! We’re joined by Christine Beckwith to share her experiences. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit
Today we’re talking about growing your influence and increasing sales, and it’s all a lot easier than you’re thinking! We’re joined by Phil M. Jones to share his experiences. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit
Today we’re talking about cold calls, referrals and how to grow your business! We’re joined by Chris Coghill to share his experiences. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit
Today we’re talking about the future of Fannie and Freddie Mac, and what that means for your business! We’re joined by Dan Rawitch to share his experiences. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit
Today we’re teaching you how to say NO, and get your life back, while building your business! We’re joined by Jake Wade to share his experiences. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit
Today we put Jenel Poole on the hot seat and discuss how Facebook Live is helping her business grow! Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit
Today we discuss marketing tips and how a loan officer can help or hurt their business! We’re joined by Neel Dhingra to share his experiences. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit
Today we discuss Homebot and what it can mean for your future pipeline! We’re joined by Ricardo Bueno to share his experiences. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit Find Find
Today we discuss what to do as the refinance boom comes to an end! We’re joined by Chelsea Peitz to share her experiences. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit Find
Today we discuss what to do as the refinance boom comes to an end! We’re joined by Ryan Grant to share his experiences. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit Find
Today we discuss how to collect agent referrals in the new normal! We’re joined by Sean Uyehara to share his experiences. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Find
Today we discuss how to build and use influence in an increasingly digital world! We’re joined by Neal Schaffer to share his experiences. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Find Find
Today we here the story of how one Loan Officer built a thriving business from scratch! We’re joined by Shaun Herrero to share his experiences. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Find Find
Today we answer some questions on how the Housing Market remains strong during our current circumstances. We’re joined by Logan Mohtashami to share his own experiences. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Find more from
Today we focus on social media, and how to use it to grow your influence. We’re joined by Michelle Berman to share her own experiences. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Find more from
Today we focus on the new world we’re in after COVID-19, and the “new normal” of business. We’re joined by Michelle Castle to share her own experiences. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Find more from Michelle
Today we focus on overcoming our fear of being on camera, and give you tips on how to boost your own confidence. We’re joined by Megan Anderson to share her own experiences. Listen in to continue to innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Listen to Megan's podcast Behind the Breakthrough
Today we focus on using LinkedIn to grow our reputation and our bottom line. And we’re joined by Shay Rowbottom, who has been helping entrepreneurs do just that from Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at
Today we discuss the obstacles and opportunities that exist for mortgage industry pros during and following a divorce. And we’re joined by the experts from Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at
Today we cut through the myths and anecdotes to give you the truth on generating quality mortgage leads with Facebook Ads. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at
Today we discuss the impact of COVID-19 and the opportunities to show up for your clients, customers, colleagues and family. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Find Rene on Facebook:
Today on Mortgage Marketing Radio we’re talking to Gregg Pechmann of Hancock Mortgage Partners. We discuss the impact of COVID-19 on consumer expectations, the importance of utilizing Facebook groups to grow referrals, and why we all need to be going above and beyond for our clients. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Get of the advanced list for Find Gregg Pechmann on Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at
Today on Mortgage Marketing Radio, we’ll go over a few ways you can continue to invest in your Agent relationships - despite current events. We talk about positive thinking, what to do during this dip, and what we can do to support agents in our industry. Episode Resources: Check out Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at
Today on Mortgage Marketing Radio, we tackle conquering the chaos! I wanted to host this as a free and open mastermind discussion on losing freedoms and control, how normal has been canceled, and notions on fear and uncertainty in relation to your business and the pandemic. I hope you enjoy today's encouraging advice, that it helps you maintain a positive and optimistic mindset with handling your business and contributing to your community. Episode Resources: Get your pre-order of Disrupt or Die at Check out the Mortgage Marketing Radio Youtube channel at
Today on Mortgage Marketing Radio, we are chatting with our featured PRO members - Ryan Miracle with Ruoff Mortgage and Ryan Phillips of Associates Title. They've created a brand in their local marketplace called Next Level Continuing Education, now averaging 50 to 75 agents attending each of their monthly classes. I hope you enjoy today's episode, I think it's a great lesson in leveraging platforms like education to grow your agent referrals through CE Classes. Episode Resources: Go to to reserve your copy of my book NOW! Email Ryan Phillips - Call Ryan Phillips - (614) 419-2418 Email Ryan Miracle -
Last week I attended Social Media Marketing World and wanted to share with you a few of the key insights from the trip. Some of which include why you’ll be left behind if you don’t integrate video in your business this year, how to win the streaming wars, why you should not be guru-led, and evaluating the value of a content medium before committing to the platform. FYI, Tik Tok doesn’t make sense for agents & LO’s! Episode Resources: Go to to reserve your copy NOW!
Today we’re talking to Michael Hammond, the president & founder of Next Level Advisors. He helps companies generate leads, drive sales, and ignite powerful brand stories. Michael is a seasoned mortgage technology executive bringing over two decades of leadership management, marketing, sales and technical product experience. We speak about the future of the mortgage business, digital disruption, whether we need to be concerned or not, and what changes we should be making in our own businesses. Episode Resources: Go to to reserve your copy NOW! Email Michael:
Very excited to announce the pre-launch of my book, Disrupt or Die: How to Survive and Thrive in The Digital Real Estate Shift. Go to to reserve your copy NOW! Can't wait for you to hear my guest next week... see you then!
Our special guest this week, Stacey Brown Randall, is going to teach us how to generate referrals without even asking. This is probably the most eye-opening & thought provoking conversation about receiving referrals to date - it’s more than just asking for them. Tune in now to learn Stacey’s process, and why referrals are about relationships first. Episode Resources: Order the Book: Website:
Feeling really honored to have gotten the chance to sit down with Greg Cowart of NFM Lending this week. Greg’s been in the business for 18 years and has seen it all! In 2019, he did 220 units for $58 million… and he’s been consistent with this for 8 years in a row. His whole motto? Less is more! Listen in to learn how to tailor your business to your life, instead of the other way round. Episode Resources: Send Greg a Text: 804-306-6463
There’s moments in one’s career that standout as highlights - having Jay Abraham on the show is one of those moments. He’s worked with Tony Robbins, he’s worked with Damon John, he’s worked with FedEx, and thousands of businesses. Prepare yourself for today’s episode with the $29 billion dollar man. Episode Resources: Let me know what you thought of this episode, email me: podcast@mortgagemarketingradio.com
Today we have 2 guests - Michael McCallister & his client Brent VanderGriend. Facebook gets a lot of love for lead gen, but does that mean we’re underestimating the power of Google’s Pay-per-Click Leads? We weigh in the pros & cons of each, and hear how Brent leverages the leads that Michael’s service provides. It’s really interesting to hear & learn from both perspectives, so I hope you enjoy this episode! Episode Resources: Text Brent: 605-400-9541 Email Michael: Call Michael: 208-278-2630 (Mention MMR for a special treat!)
Today we’re talking to the one & only Neel Dhingra, he’s a real estate investor and mortgage banker with over 15 years in the business with an unmatched passion for digital marketing. We talk about abandoning outdated marketing techniques, deliberately trying to put yourself out of business, and how the rest of us can become modern originators through digital marketing. This episode gets strategic, so grab your notebooks! Episode Resources:
Today we’re talking to Amy Wolff, the “social worker of mortgages” on cleaning up old teams, co-paying for Zillow leads, and her process for utilizing video to create an amazing customer experience. She’s got an honest heart for helping people, and we hope you enjoy this episode. Oh, and she also has a very healthy take on work/life balance! Episode Resources:
This week I’m thrilled to bring you Jonathan McKinnies, I’ve been wanting to have him on the show for over a year now! In this episode we have a relevant, timely conversation about being a modern mortgage originator and how to develop a hyper-local personal brand so you too can become your own Digital Mayor. It’s actually much simpler than you might think… You won’t believe what he uses to film his videos! Episode Resources: Email him at
It’s 2020, this marks the 5th year of Mortgage Marketing Radio and for that we have a very special guest returning to the show to help you plan the best year of your life. Today we’ll dive deep into Shashank Shekhar’s rise to success, how he’s funded over a billion dollars in fundings, business development & planning, and what having a personal brand means today. He gave some pretty surprising responses to common questions, so without further adieu let’s start this week’s show! Episode Resources: Email: Shashank@ArcusLending.com
I have conversations all the time with Loan Originators who are thinking about bringing on an assistant. They realize they need some help to grow, but they haven’t made the leap yet... Which is why I’m excited about our special guest today - Dan Anchetta! He’s based out of Northern California, he’s done more than most in 3 short years so break out the notebooks as we unpack everything that led him to hire his first assistant and why it’s been so beneficial for his business. Episode Resources:
Today we’re talking to Phil Treadwell, he’s the VP of Development, a Regional Manager, a national speaker, and is the host of the Mortgage Marketing Expert Podcast. Phil and I had a great conversation on current events in the mortgage industry, how to deal with romanticizing business of the past, and what factors go into choosing a modern lender. I hope you enjoy this conversation as much as I did! Episode Resources:
My special guest today is Lizy Hoeffer, a senior LO with Guild Mortgage, who also happens to run THE #1 female-led mortgage team in Arizona. We talk about modern loan origination and how she’s created a digital presence through education, podcasting, and YouTube - which has helped her close 856 loans so far this year! Lizy is a rock star! But can you guess what her #1 source of business is? Listen in to find out! Episode Rescourses:
Today we’re chatting with Ben Teerlink, CEO and Founder of MobilityRe, about mobile apps for real estate. Ben speaks on how having a mobile first user experience decreases friction in the customer experience and how MobilityRe can increase the functionality in your business as a real estate agent or loan officer. Episode Resources: MobilityRe Phone: 855-858-0590
Today we take a peek inside on the young new breed of modern mortgage originators. Our special guest is Eric Braun of the Long Island area in New York, we will discuss how he generates business with social media, his tactics of moving online to offline, and his Brew-Re events - mixing beers and real estate into professional networking. Listen in to defeat the loan officer average! Episode Resources:
On today's episode we have veteran producer Kory Kavanewsky from Coronado, California. We unpack his strategies on his traditional mortgage origination with trusted referral partner relationships. We also get into financial planners and Kory's achievement of being licensed in 25 different states! Episode Resources:
Today we have owner of Berman Media PD, Michelle Berman. She is here to give us advice on building marketing campaigns, awareness, and referrals through Instagram. Being an expert in this platform along with a keen eye for helping real estate and mortgage professionals, listen in to hear what she has to say about using Instagram to build, grow, and monetize your business. Episode Resources:
My special guest today is Brian Case, join us as we unpack the tactics he’s used to generate abundant business for 22 years. We explore how he manages his team, utilization of BonBon, Lunch and Learns with agents, and his process of converting online applications into in-person meetings. We also touch on how he leverages homebot to get massive open rates, engagement, and referrals for himself and his realtor partners. Tune in now to hear advice from a top producer on workflow and result-oriented operations! Episode Resources: Email Brian - Or call him - 541-890-TIME
On today's episode we have a special guest and industry leader Ryan Hills here to tell the tale of achieving the impressive $50 million in 30 days. He reflects on using the asset of being particular about the people you let on your team, and having an aware strategy that reflects the next step in the market. Ryan encourages to have a good reliable group that will be able to help each other up along the way, as well as the advantages of social and video to boost and connect with your target market. Episode Resources:
Today we have special guest, Steve Sims, and we dive into his enthusiastic take on the entrepreneurial and mortgage market, as well as some coaching insights. Steve delights in being a unique asset in a divided market of those stuck in the old ways, and those looking to change and communicate better within these progressing times. Steve encourages us in individuality, pushing people out of their comfort zone, and being transparent to get results in the modern mortgage market. Episode Resources: - GET 40% OFF, Use code: SIMSAOTC40
Today, we speak with Rob & Jill Garrison, this duo combines mortgage & branding excellence to attract agents and brokers in assisting them to obtain the best mortgage experiences. We explore their career paths in the mortgage business, fostering relationships with agents, participating with new businesses in their community, and utilization of online tools such as Homesnap app. Thank you for being an encouraging aspect in our community, and congratulations on being PRO Members of the Month! Episode Resources:
Today my special guest is...Geoff Zimpfer!? That’s right! I was recently interviewed by my friends over at Industry Syndicate. They asked great, actionable questions and we dove deep into how to get started as an LO, having the right mindset for great relationships with Realtors, and focusing on connection rather than conversion. We also have a little fun and talk about some of the creative ways we’ve reached out to prospective leads! Episode Resources:
My guest this week, , started in the purchase side of the business in 2013, and his first year did 16 loans. But Dominic went on from there and funded 60 loans in 2014. In 2015 he funded, 97 loans, 2016 he funded 198 loans. In 2017, he is tracking to do at least 236 units. That is massive hockey stick growth over a five year period. What did he put in place? What systems? What processes? What people did he identify and put on his team?
My special guest this week is Debbie Secord and her Business Development Specialist Katie Shive. Debbie has 20 years in the business and is a Guild Mortgage Rockstar consistently closing about $65 million a year, helping 260 families in 2018. That’s a lot of loans! We’re gonna unpack lots of different things on this episode with the main focus being on Debbie’s REALTOR strategy of going deep versus wide with Agents. Biggest takeaways and links: Going Deep vs Wide With Agents Getting Started with Video Converting Maximum Leads in Less Time Connect with Debbie
In today’s world there’s lots of challenges, disruptions, and expectations being set for the consumer and what it should be like to purchase a home. So how can you cut through the noise and close more deals? Customer, Clarity, and Communication. This episode gets tactical and practical as we dive into building the right mindset to do more with less, looking at many examples along the way. Episode Resources:
On this episode of Mortgage Marketing Radio our guest Chris Smith, co-founder of Curaytor best-selling author and sales connoisseur, encourages us to adapt to change or fight back when it’s comes to the future of real estate marketing. Smith explains how his work history and mentality helped mold him to be able to achieve all that he has set his sights on. He then details how to apply this knowledge to you and your marketing practices. Smith speaks on major assets towards success being enthusiasm, motivation, and your tone when speaking to clients. As well as briefing us on the beneficial lessons from his upcoming book “Exactly What to Say and When” towards improving your scripting and dialogue along with the right moment to do so. Episode Resource List:
Today we speak with our featured PRO Member of the Month Liz Reyes LeFore. We explore her starting smart, staying consistent with content & follow up's, and getting her classes booked for the rest of the year. She explores brand awareness for YouTube and BombBomb or Zoom for outreach to benefit her becoming stronger in her path. This especially works towards teaching others in her agent classes, and then in return the classes cycling back to more referrals and better business. Kudos to you Liz! Episode Resources:
There are few things in life more defeating then making it to the end of something difficult only to realize you’ve screwed up...and have to start over. We’ve ALL been there before! And so the battle of the Heroic Self vs the Lesser Self begins. Today we talk about why we are the stories we tell ourselves and how you can take back control over negative self talk to win the battle over the lesser self.
Welcome to the Mortgage Marketing Radio podcast episode #132. Listen in as Geoff and his guest Shane Kidwell, a rising star in the mortgage industry and former fireman, chat about why technology is great but will never eclipse connection, how to nurture agent and referral partner relationships, and how to think strategically about growing your business and influence. Shane started in the industry just as it was coming out of the recession and hasn’t looked back. He’s grown his team to over 25 loan officers and has been steadily growing his rate of production to eclipse years prior. Just recently his team made in one month what they’d made in all of a year previous. Listen in as he shares how he’s built his team and his business through personal connections. Learn why Shane believes that originating more loans versus high margins is more important in the long run. He shares why his list and his referral partners are his number one source of leads and income. Want to know how he nurtures both of those relationships? Listen in as he gives some pretty unique ideas for showing up in their day to day lives. Need a fresh take on how to rejuvenate your leads and business? Then take a moment and listen in. Shane has some amazing insights to share on how he built his business quickly and successfully. If you liked what you heard, take a moment and leave us a review! In This Episode: [00:29] Welcome back to the show and Geoff shares his appreciation for his listeners. [00:46] Shout out to Chet19 for leaving a review for the podcast! [02:00] Geoff gives a brief background of his guest Shane Kidwell, a rising talent. [05:15] Shane starts our conversation off with his love for sales and a bit about his background. [09:41] What drove him to get into this space and take the steps he’s taken? [15:34] Hear Shane’s volume and production for 2018 and current and why his team produces more. [20:11] How does Shane advise his people to shift and adjust to changes in the market? [30:30] Learn what skills you should build to be successful in this changing industry. [31:58] Where do originators make the mistake of spending too much time? [36:51] Listen as Shane describes his connection strategy with his referral partners. [41:14] How does he stay relevant with his agents and referral partners? [49:04] Why teaching agent classes have a huge return on investment. [51:05] Shane shares why he’s not worried about Zillow and Amazon taking over his business. [55:16] Where is Shane focusing his activities for the rest of the year and 2020? Links and Resources: Text Dwell to 38470 for more information!
Welcome to the Mortgage Marketing Radio podcast episode #131. Listen in as Geoff and his guest Ryan Smith, a loan officer with Guild Mortgage, chat about pursuing agent teams, the power of video marketing, and why reviews are so important. Ryan attributes hitting his highest producing year to date to the ideas and processes he’s learned in the CORE coaching model. He and his team work to originate loans efficiently and show their current, future, and past clients how important they are to the Smith Mortgage team. Ryan shares just a few of the client appreciation events and processes he participates in to give back to his community and make his clients feel valued. Learn why Ryan has sought to work with agent teams rather than individual agents and why building deep versus wide has worked for him. Are you scared to start marketing with video? Learn some of Ryan’s secrets to successful video marketing and the tools he and his team use to reach their customers with video. If you’ve been considering reaching out to agent teams, this episode is the one you need to listen to. As a bonus, Ryan and Geoff both share some tips on where the mortgage lending market is headed and how you can prepare for the future! Don’t miss out on some amazing tips, tricks, and processes that can get your business on the right track. In This Episode: [00:29] Welcome back to the show and Geoff shares his appreciation to his listeners. [01:40] Shout out to FreshGuy for leaving a review for the podcast! [05:33] Geoff welcomes to the show Ryan Smith who shares a bit about himself and his business. [08:08] Ryan breaks down the members of his team and their roles. [09:42] What production level was Ryan at when he realized he needed a team? [13:41] Who should you hire first? [16:08] Ryan shares his main source of business and why he targets teams. [20:07] Should you pursue new agents as a loan officer? [22:32] How to manage your agent conversations and processes? [26:05] Learn how Ryan approaches past-client strategy? [32:08] Don’t let a lack of equipment keep you from marketing with video. [34:23] What are letters from the heart? [37:18] How does Ryan schedule his agent calls? [39:09] What does the second half of 2019 look like for Ryan and his team? [41:32] Is Zillow Mortgage going to displace traditional mortgage lenders? [44:16] Why you should do your research before working with an agent. [46:13] What is the process for getting prior clients to give reviews? Links and Resources:
Listen in as Geoff and his guest Jenn Herman chat in detail about how to use Instagram for your business. Learn why Instagram is an important platform to use no matter if you’re a loan officer or real estate agent, how to use it properly, and when to use it. Jenn starts off the conversation with amazing statistics on why Instagram is the perfect platform for your real estate business. Instagram is a highly engaged platform that is essentially the visual version of Twitter. By using photos and videos to educate your audience, you keep yourself top-of-mind for your following. Jenn digs deep on creating Instagram stories. First, she chats about how to create stories, then she shares the proper formatting, and why they are so important. She also shares her strategy for making sure that she always has content to post. You may think Instagram is the wrong platform to engage your audience on, but Jenn will prove you wrong. If you’re comfortable with the platform and your audience is there, use it! You won’t regret it! Come back and let us know if these tips helped you with your Instagram strategy! In This Episode: [00:57] Shout out to Tom the Lender for leaving a fantastic review and reach out for your swag! [02:09] Learn how we help you take action on the tips and tricks that we discuss in the show. [03:14] Welcome to the show Jenn Herman, Instagram expert and thought-leader! [07:20] Jenn breaks the myth that all Instagram users are super young. [10:27] How can you get through the learning curve of becoming more mobile? [14:50] What type of content is appropriate for loan officers? [20:08] Talk about the local events that you’re going to be at and invite people to come out. [22:05] Learn everything you need to know about Instagram Stories. [30:54] Everywhere you go is content! Learn how you can use it. [31:53] Do you need to learn how to be a mini-movie content creator? [35:36] Push through the discomfort of learning a new skill! It’s worth it. [36:21] Should you be on Instagram? [38:25] How to reach Jenn! Links and Resources: - pre-order Check out the new which helps you get more Agent referrals, convert more clients and build your online presence. Want more free content? Join our Facebook Group
Welcome to the Mortgage Marketing Radio podcast episode #129. Listen in as Geoff and his guest Michael Hellickson discuss the market, how loan officers and real estate agents should partner up, and why their partnership is so important for the future of real estate! Zillow is not the death of real estate. Both Michael and Geoff agree that Zillow has instead brought more visibility to the market, so long as that market is ready to capture that visibility. Listen to learn how you can use Zillow to bolster your business rather than hinder it… and it doesn’t require buying leads. Geoff and Michael discuss a wide variety of topics on the future of real estate and how teaming up is the best tactic. Would you rather work with someone referred to you or a stranger? The referral right? In creating loan officer and real estate agent teams, you are building a referral network that will also build your business. This episode is packed full of actionable advice you can use to build your real estate or loan business. Listen and learn how building a team of professionals will build your business. Not ready to team up? Hear why referrals alone will not sustain you in the coming years. What are your thoughts? Leave a review and let us know how you feel about the future of real estate! In This Episode: [00:55] Welcome back to the show and shout out to Ethan who left a review on the show! [03:28] Geoff introduces this weeks guest Michael Hellickson. [06:10] Check out to RSVP for Michael and Geoff’s masterclass! [07:12] Who is Michael Hellickson? (as defined by Michael Hellickson) [09:24] What is Club Wealth and who do they work with? [11:24] How does Michael respond to people who bash on the basics/old school techniques? [15:03] What turned the tide away from old school techniques? [17:05] Why has the lack of skill of agents affected the bottom line of the industry as a whole? [18:42] What does the future agent or agent team look like? [20:38] Are the bigger fish taking over the market? [23:44] Is Zillow the enemy? What does their presence mean in the market? [27:21] With Zillow moving into the mortgage side, how should loan officers adjust? [28:23] How can loan officers and realtors beat Zillow? [29:50} Why service expectations don’t change the market. [34:03] Online leads take 6 to 18 months to convert, we need you to be in the database, making calls, to consider a partnership. [35:11] What a good timeline on ROI and activity? [39:16] Why pre-approval is so important and the script you need to use for a guaranteed yes. [42:09] Is consumer behavior shifting? [43:56] Should loan officers run Facebook ads? [45:29] Why the intent behind the numbers is what matters. [48:06] What skillsets should loan officers work on? [50:52] Partnerships and branding… Michael’s thoughts. [53:04] Teach real estate agents how to fish! Reciprocation is a differentiator! [57:26] Like this episode? Leave a review! Links and Resources:
Welcome to the Mortgage Marketing Radio podcast episode #128. This is another special edition episode for the month of July. We are talking about truth. This podcast is all about giving you the truth on how to properly build your mortgage company, and this episode is no different. People ask all the time, “What’s the best way to build my mortgage business?” The truth is there is no one way, but some are much better than others. Don’t get suckered into the “easy-button” of online ads, instead invest time and energy in building your referral network with real estate agents in your local market. Does that statement make you cringe? Then listen in as we provide you with tips and tricks on how to best approach the real estate agents in your area to start building relationships! In This Episode: [00:28] Welcome back to the show! Geoff brings you another special edition episode! [03:24] If you like what you hear, come join us in the Facebook community. [04:39] There are lots of ways to build your mortgage business, but what’s the best way? [07:09] Why building referral partners with real estate agents should be in your business plan. [13:19] What is the answer to your biggest challenge in building consistency in your business? [15:45] Learn how teaching agent classes changes the face of your business. [19:32] Want to know how I know it works? Check out these success stories! Links and Resources:
Welcome to the Mortgage Marketing Radio podcast episode #127. This is our FIRST ever Pro Member spotlight episode and we’re excited to do more. Welcome to the show Chani Morris! Relatively new in the industry and killing it after signing up for our Pro Membership. Chani has taken her natural skills and combined them with the strategy that we teach in the Pro Membership to create mortgage gold. In the 90-days that she has been a member, she has written over $1m in loans. Learn how she has changed her business with our immediately implementable strategies! Ready to do the same? Check out our Pro Membership today! In This Episode: [00:29] - Welcome back to this special episode of Mortgage Marketing Radio! [01:27] - This episode features one of our PRO members, Chani Morris, and her amazing success! [03:19] - Want to generate money quickly? Listen in to this tip from Geoff. [04:11] - Welcome our first member of the month to the show, Chani Morris! [05:04] - Chani has been a member since April and had her first agent class in May. [05:51] - Chani chats about the value she has found in the PRO membership. [06:51] - Why focus on agents over other facets in the industry? [09:13] - Learn how the PRO membership has impacted Chani’s business in 90 days. [10:45] - How Chani promotes and runs the classes she provides to agents and realtors. [12:20] - Chani’s classes keep her from having to do any cold calling. [14:13] - Feeling inspired? Check out the link to Mortgage Marketing Pro below! We can’t wait to see your success story on the podcast! Links and Resources:
Welcome to the Mortgage Marketing Radio podcast episode #126. Today’s guests are Caroline Pinal and Jessica Northrup. Caroline is one of the founders of Give Back Homes and Jessica is killing the mortgage space in Colorado. We discuss cause marketing and why it is good for your business. Jessica and Caroline team up to reveal how working in and with Give Back Homes has shaped their careers. Caroline is a co-founder of the foundation and has helped build hundreds of homes across the globe. Jessica is a real estate agent in Colorado who has worked to build the foundation’s presence in her area. Giving back is not only good for the soul, it’s also good for marketing. Millennials specifically are more highly in tune with companies that have a mission-based mindset and who are giving back. Tap into this growing market by showing that the bottom line is not your only concern. Tune in today to learn how cause marketing should be used to boost your authority and brand. Jessica and Caroline provide wonderful insight into the cause of Giving Back Homes and its impact on business and community. How to find Jessica: jessica@jessicanorthrup.com How to find Caroline: caroline@givebackhomes.com What you will learn in this episode: When used properly, cross-qualifying loans can build your credibility and authority in your market. (Wrong way: stealing loans) The old methods of sales like making phone calls, knocking on doors, and sending mailers still work. Set your standards high and make sure that those standards are kept by the people you’re working with. In This Episode: [00:31] - Welcome back to the show. I appreciate you using your time to listen to our podcast! [02:37] - Shout out to Jill & Rob Garrison of Michigan Mortgage - they share their thanks for this podcast. [03:22] - Shout out to listener AMedford2007! [04:11] - Today is my second time featuring Give Back Homes, and they are back to share how to give back and recharge. [06:24] - Guests today are Caroline Pinal with Give Back Homes and Jessica Northrup with Compass Real Estate. [08:05] - Caroline shares a bit about herself and her role with Give Back Homes [08:20] - Jessica discusses her rise within the corporate mortgage market. [09:25] - Caroline and Geoff do a quick recap of the last few years since speaking on the podcast. [10:07] - Jessica was introduced to Give Back Homes in 2016 through Ryan Seacrest. [11:28] - Jessica shares how her involvement with Give Back Homes feels different from her other charitable activities. [13:21] - How has the involvement with GBH affected branding? [15:36] - Caroline talks about the Bob Goff quote and its correlation to cause marketing. [18:01] - Jessica discusses how leveraging her work with GBH has helped generate closures. [21:42] - Millennials love to be involved with cause-related businesses. [25:37] - GBH makes it easy to get involved. [27:51] - Caroline reveals the new programs on the horizon for GBH. [30:15] - What is the mission of Give Back Homes? [32:00] - Caroline shares co-founder Blake’s story and how Give Back Homes was conceived. [34:42] - Share this podcast with your real estate agent and build that relationship. [36:09] - Check out for more information on the resources they provide for community outreach projects. Links and Resources: - Donate to Jessica’s next build day on August 9th in Colorado
Welcome to the Mortgage Marketing Radio podcast episode #125. Today’s guest is Akshay (AK) Patel, a brand new mortgage lender who has built his business to over $40 million in loans in just two years. He talks about the methods, tips, and tricks he has used to move his business forward rapidly. AK and I met at the Mastermind Summit 2019 and got to spend an hour or so talking about his fast rise in the industry. He credits events like the Mastermind Summit for propelling his business forward. Networking and not being afraid to make the ask have been his strongest methods of generating leads and writing loans. Cross-selling, creating his own mastermind, and not being afraid to dig in and do the leg work are the methods AK has used to grow his influence and his credibility in the market. As many have said before him, the worst someone can do is tell you know. Don’t be afraid to make the ask and get your name out there. This episode is full of great nuggets. AK has truly rocketed to the top of the San Diego mortgage lending market and he spends an entire hour detailing how he did it. You will not want to miss this one. How to find Akshay: What you will learn in this episode: When used properly, cross-qualifying loans can build your credibility and authority in your market. (Wrong way: stealing loans) The old methods of sales like making phone calls, knocking on doors, and sending mailers still work. Set your standards high and make sure that those standards are kept by the people you’re working with. In This Episode: [00:31] - Welcome back to the show. We’re almost through June, are you on track? [01:35] - Want to grow your business? Talk to more people and get better at getting other people to choose you! [03:01] - Let me know where you’re at in your business right now! Email me: [03:56] - Learn how to grow your personal brand inside ! [08:22] - Today’s review is from Katie Shive - “Hands down the BEST podcast for mortgage marketing professionals!” [09:39] - AK takes us through a brief rundown of his mortgage marketing expertise and our topics for the day. [12:41] - Going to events and hosting his mastermind has opened up AK’s network and built his knowledge base. [22:59] - Don’t lead with the ask, lead with giving. [23:25] - AK shares foolproof way of responding when agents say they already have a lender. [27:29] - Use every opportunity to build your network with listing agents and buyer’s agents. [28:42] - Being a cross-qualifying lender increases exposure and authority with agents. [31:29] - Geoff had an alternative experience when selling his own house with his agent’s willingness to use a cross-qualifying lender. [34:01] - Build up the value that you add by being a cross-qualifying lender, don’t go into it trying to steal the loan. [37:26] - Be confident in your skills and you will attract confident, strong agents. [39:27] - Don’t be scared to do the basic things. Knocking on doors does work. [43:10] - Everything works some of the time, but not everything works for everyone. Do the things that work for your business. [45:58] - The primary source of business for AK is realtors. [48:10] - AK shares how he decides to add to his agent list and how high standards add value. [55:42] - What is the toughest part of ramping up the business? [58:12] - AK plans to learn how to use LinkedIn and create funnels to build up more of his business going forward. [1:01:17] - AK shares investing in mentors and coaching has helped his business grow so quickly. [1:02:39] - You can find AK on Instagram and give him a call: (858) 207-8436 [1:04:47] - If you liked the episode, you know what to do! Leave us some love. Links and Resources:
Welcome to the Mortgage Marketing Radio podcast episode #124. Today’s guest is Trevor Hammond an elite mortgage professional who has created a dialogue driven relationship business with his clients and referral partners that allows him the ability to work when and how he wants while still serving his customer. He loves getting one on one with clients and teaching them about money management and how their finances affect their home buying ability. Maintaining relationships with your closed clients is the most effective way to build long-term growth in your loan business. When you treat your closed clients as if they are a book of business, worthy of ongoing nurture and attention, they are more likely to continue working with you and refer business to you. Trevor shares his process for creating and maintaining long-term customers from the very first discovery call conversation. He sets the expectations for his clients that his services are available over the course of their lives. He starts the conversation early and continues to follow up over time to stay top of mind and retain his clients’ business. You won't want to miss this episode and all of the amazing follow-up tips Trevor shares that have led his company to closing 75% of their loans through repeat customers. Start treating your closed clients as if they are your customers for life and they will become lifetime clients. How to find Trevor: What you will learn in this episode: Getting in front of the customer and discussing their finances face to face is a key part of the lender/borrower relationship. Dial in and create sustainable and repeatable client onboarding processes. Help your client make decisions that create wealth for their family and they will continue to be your client over time. Treat your closed clients as if they were a book of business. Continue to nurture them over time. In This Episode: [00:56] - Welcome back to the show and shout out to Andrew C. for leaving a review. [01:46] - Shout out to Michelle, Jill, Rob, Liz, and Rob! It was great to hang out with you at the Mastermind Summit in Vegas! [02:37] - This episode is brought to you by the ! [05:22] - Welcome Trevor Hammond, an elite mortgage professional! [06:24] - Geoff provides a quick teaser of Trevor’s business programs, processes, and books. [08:21] - Trevor talks about his life and his new found love of the business through personal development. [10:07] - Trevor shares the things that he loves to do that make him the most money. [11:47] - How does the consumer react to face time with their mortgage broker? [16:35] - Trevor shares his process for nurturing and onboarding clients. [20:32] - Follow up is key - own it, be open to that, and automate this process. [22:29] - Include your client’s kids in the moving process - send them children’s books about moving. [23:03] - Trevor discusses the value of the Real Estate Report Card in mortgage lending and for consumers. [25:27] - Use video to reinforce the buyer purchase decision and sell yourself as an expert. [30:41] - We’ve got to be more intentional in architecting the client experience process. [33:41] - When you move the customer away from the rate talk and into the core value discussion, you’re more likely to close. [35:20] - Trevor explains the post-close process he uses with his customers and real estate agents to create repeat clients and ongoing partnerships. [41:24] - Learn how to let clients know that your relationship is not over after they close. [42:20] - Trevor shares his post-close touch points for client retention and engagement. [46:44] - Record an evergreen welcome video to automate one of the touch points. [48:44] - Trevor and Geoff dig into Trevor’s book and the impact it has had on his business. [51:54] - Geoff shares his goals for the conversation and Trevor shares how you can reach him. Links and Resources: Ready to grow your business in the new year? Check out the new which helps you get more Agent...
Welcome to the Mortgage Marketing Radio podcast episode #123. Today’s guest is Grant Wise a Facebook ads thought leader and expert. Grant is a serial entrepreneur and Founder of Real Estate Marketing University. He started in entrepreneurship at the tender age of 19 and has experienced all of the ups and downs of entrepreneurs twice his age. He left his construction businesses and made the move into real estate around the age of 21, and worked to bring digital marketing advantages to the agents his company worked with. He now trains and mentors real estate agents in all things digital marketing with a focus on Facebook ads. The key things you need to understand about running Facebook Ads. There’s no question that the landscape of Facebook ads has changed from what it looked like 5 years ago. Used to be, you could put up a Facebook ad with no other strategy and generate plenty of leads and clients because no one else was doing it. Now more people are using Facebook ads but only a handful are utilizing all of the steps appropriately. Lead generation is only the first step, retargeting is where you’ll find your clients in today’s ad world. The power of Facebook is that you can target the people who are aware of what they want. How to leverage Facebook to generate leads and add value to real estate agents. Loan officers benefit the most when they learn how to solve their realtor partner’s pain points. Grant discusses the five main pain points of realtors and how utilizing Facebook ads is the first step in solving them. Building relationships and maintaining those relationships is the key to successful partnerships with realtors and brokers. Grant and Geoff discuss quickly but in great depth the process by which Facebook ads lead to booked appointments and opportunities to build those relationships and partnerships. You won't want to miss this episode and all of the great Facebook ads nuggets Grant provides. Tune in and learn about the changing landscape of ads and how to make them work for you. How to find Grant: What you will learn in this episode: What the difference is between generating a lead and generating a client? What’s new at Facebook and how is it impacting Facebook ads? What type of Facebook ads exist and how to use them appropriately. How to succeed with Facebook ads. How to properly leverage Facebook to generate leads for real estate agents. In This Episode: [02:44] - Today’s guest is Grant Wise a Facebook Ads thought leader and expert and we are going to unpack all things Facebook ads. [05:49] - We are looking for a small group of people looking to get started in running ads that target the agents you want to work with. [08:57] - Grant and I dive into the show with a brief description of him and his accomplishments and how he got into Facebook ads. [15:20] - Grant shares information about the current landscape of his business and the client generation software he and his CTO created. [16:48] - We clarify the difference between a CRM and a CGS - client generation software. [18:29] - What is the difference between generating a lead and generating a client? [20:15] - Grant has been working in Facebook ads with realtors for more than 6years and he dives into his experience. [24:04] - We discuss whether or not Facebook ads are worth it with the amount of noise on social media. [28:26] - Grant gives his takeaways from reading Breakthrough Advertising and how it applies to real estate. [31:50] - Learn what not to do when you start using Facebook for marketing and how to create buyer personas within a specific niche. [36:02] - How does targeting work once you’ve identified your market and niche? [39:36] - 37% of the market is starting their home search online. [40:12] - We discuss where to start with Facebook ads and the fallacies around having to have a brand before investing in marketing. [42:19] - Build a brand through lead generation and growing your sphere of influence. [44:22] - If you need a listing...
Real-Estate Home-Loan Agents Mortgage Marketing Coaching Customer Engagement This week on Mortgage Marketing Radio, Geoff talks about habits. And the power of taking a tactical approach to your habitual behavior. You will hear a little bit about Geoff’s upcoming book, and an awesome success story from a Mortgage Marketing PRO member. Atomic Habits and Your Identity The exploration of habits in this episode revolves around the ideas in James Clear’s book ‘Atomic Habits – Tiny Changes, Remarkable Results’. Geoff discusses some of the ideas that involve habit tracking. The main point is that small steps can be taken towards achieving larger goals and is often the only way to achieve meaningful results. We also look at how your identity and habits are closely connected and impact what you do or not. What you will learn in this episode: How to make real, positive changes to your habits Why your habits affect your self-image The Monthly Agent Masterminds The Mortgage Marketing PRO Membership A bit about Geoff’s upcoming book ‘Disrupt or Die’ Links from Todays Episode: Ready to grow your business in the new year? Check out the new which helps you get more Agent referrals, convert more clients and build your online presence. Want more free content to help you succeed? Join our Facebook Group
This week’s guest is Blake Bianchi, up and coming Loan Consultant and an innovative young industry catalyst. Growing up, he was surrounded by family in the mortgage industry and was very familiar with the business. His father, John Bianchi, was one of the top producing loan originators in the country, and his father was one of Geoff’s early bosses during his time at Countrywide. At Blake’s first position in the industry as a Production Partner for one of the highest producing lenders in the company, he learned a lot and learned quickly. Through the knowledge Blake gained as a Production Partner he went on to become Loan Consultant at Caliber Home Loans, and currently works as an area manager for Loan Factory, Inc. Agent Referrals Buying Leads Brokers Co-Marketing Real Estate Loans Tracking Don’t know what platforms for lead purchasing are right for you? Or how to utilize them efficiently? Geoff plies Blake for information on his methodology on buying leads so you can make sense of it. The guys also dig into the advantages of consumer direct and how you should set up your CRM and conversion tracking before any ad spend. Consumer Direct Lead Generation Conversion Time CRM Pre-Approved Re-Financing The qualities of a good agent can be hard to identify when building a local network. Blake also goes over his objectives for when initially calling a lead, what it means to provide value to the client and how you can make your service more convenient. What you will learn in this episode: What is driving the resurgence of the broker? How do you build trust in a highly competitive market? What should you have in place before an ad-spend? What advantage is there in focusing on purchase leads, instead of re-finance leads? What to look for in an agent and why you should focus on building relationships. How niche markets present a means of success with less reliance on realtors. Links from Todays Episode:
This week’s guest is Mark W. Schaefer. Mark is a globally recognized educator, business consultant, and author. Now Executive Director of U.S.-based Schaefer Marketing Solutions, Mark has worked in global sales, public relations, and marketing for nearly thirty years. His latest book ‘Marketing Rebellion – why the most human company will win’ provides an achievable and realistic framework to help you stay ahead of the curve by reimagining marketing. Why should businesses be built on human impressions instead of advertising impressions, what is driving this change? Mark and Geoff discuss how marketers should adjust to the changing tides as well as overall consumer perceptions and what it means to surrender control to the customer. It can be difficult to refrain from turning every piece of content your business creates into a branded overt marketing opportunity. However, the key to succeeding amidst this upheaval is creating an emotional connection with consumers, and that often means leaving the traditional sales pitch at the door. With customer loyalty and trust decreasing (and in some places gone completely), The onus is on the marketers to cater to the human needs of the consumer. Mark offers some useful tips on how to communicate in a more human way and talks about how we can alleviate the tangled mess that is the customer journey. We also look at a few case studies of companies with a human, forward thinking brand, in Jeff Bezos with Amazon and Tesla with Elon Musk. What you will learn in this episode: • What is the ‘Marketing Rebellion’ • Understanding the chasm between consumer and business perceptions • How to create loyalty with the empowered consumer • The difference between personal and personalization • How to communicate with your customers in a more human way Links from Today's Episode: Mark’s Website https://businessesgrow.com/ Marketing Rebellion – the most human company wins https://businessesgrow.com/rebellion/ The Business Grow Blog https://businessesgrow.com/blog/ The Marketing Companion Podcast https://businessesgrow.com/podcast-the-marketing-companion-2/ Contact Mark https://businessesgrow.com/contact/ Ready to grow your business in the new year? Check out the new Mortgage MarketingPRO membership (http://www.mortgagemarketing.pro/) which helps you get more Agent referrals, convert more clients and build your online presence. Want more free content to help you succeed? Join our Facebook Group Here: https://www.facebook.com/groups/1689903481297200/ Finally, to get all new episodes when they are released, you can subscribe on: iTunes (https://itunes.apple.com/us/podcast/mortgage-marketing-radio/id1077458313?mt=2) or Stitcher http://www.stitcher.com/podcast/mortgage-marketing-radio iTunes (for iPhone) https://itunes.apple.com/us/podcast/mortgage-marketing-radio/id1077458313?mt=2 Stitcher (for Android) http://www.stitcher.com/podcast/mortgage-marketing-radio
This week on the show, we interview Jeff Onofrio and Scott Nicholson. Two experienced mortgage professionals who have expertise in the renovation sector. Jeff is a seasoned and licensed mortgage professional who has been in the business since 1998. He has been running a team of successful loan officers since 2007. Scott is a mortgage professional located in Yorba Linda, California who specializes in renovation loan programs and jumbo financing options. Geoff and our guests start the interview by going over why renovation is a great area to specialize in and Jeff talks briefly about how the renovation sector is affected less by rate fluctuations and market forces than other areas. Scott discusses why people often place too much importance on the condition of a house when considering renovation. The guys then talk about why renovation is such a great tool for first time home buyers, with some examples from Jeff and Scott that demonstrate the opportunities that renovation can afford you. Setting the table for the renovation pitch is a tricky task, Jeff and Scott discuss how best to broach the subject with agent referrals, educate them on the topic and when to not oversell the option. This leads on to a discussion on the importance of communication with agents and eventually difference in opinion on coaching versus learning on the job, which itself is useful. A few of the other subjects we cover in this episode are, how the markets are changing due to technology, how an aging housing infrastructure can affect those markets, the three main types of renovation financial product and why you need to pay attention to legislation changes in your market. Finally, our guests talk briefly about their own ventures and give some predictions for The Masters before signing off. What you will learn in this episode: Why renovation is more resilient to market conditions than other areas of real estate. Why renovation is a great tool for new home buyers. How to ‘set the table’ for a renovation loan pitch and how to broach the subject with agent referrals. The pros and cons of coaching versus learning on the job. What are the three types of renovation loans and how they differ. Links from Todays Episode: Jeff’s # - 609 217 0409 Scott’s # - 562-225-0769 Ready to grow your business in the new year? Check out the new which helps you get more Agent referrals, convert more clients and build your online presence. Want more free content to help you succeed? Join our Facebook Group Finally, you can or to get all new episodes when they are released. (for iPhone)
This week on Mortgage Marketing Radio is special guest Alex McFadyen, "The Mortgage Pug". Alex’s story is a compelling one, he started his Mortgage Brokering business from scratch in Canada in 2015 and has grown to the point where throughout 2018, he helped over two hundred families buy a home for a total of 85 million dollars. Alex achieved this by creating a successful brand, a brand centred around his Pug and effective social marketing. The ins and outs of which, he explains in this interview. Amongst the insights contained in this episode are some gems from Alex about his methodology. He talks about why you should focus on what your team and you are doing, not the outcome of said actions, as the two may not correlate, often for years after the inception of your business. Controlling the outcome of your actions takes time, and Alex has only just started a more precision audit of his results. But with another year of doubled growth in the books, the writing might already be on the wall for the success of Alex’s methods. Other subjects Geoff and Alex cover are, focusing on your strengths and prioritizing your existing clients over new ones. Alex explains how his dog was always a topic of discussion for him and his friends, and when it came to figuring out a way for him to stand out from the crowd, his dog being the centre of his brand was the natural choice. Having a lovable pug as a centrepiece for your marketing is a bold decision, but it has served as a great catalyst for Alex’s explosive growth. Geoff and Alex go over some more social selling tactics, what works? and what doesn’t? With a mind for turning those faceless likes and followers in to real life connections and leads. Alex even does a thought exercise towards the end to give you an idea of why you should be utilizing social media. Links from Todays Episode: Alex’s Website - Alex’s Social Media – Ready to grow your business in the new year? Check out the new which helps you get more Agent referrals, convert more clients and build your online presence. Want more free content to help you succeed? Join our Facebook Group Finally, you can or to get all new episodes when they are released. (for iPhone)
When REALTOR® Karin Carr relocated to the Savannah, Georgia, area, she was faced with the hard reality of having to build up her client base from scratch. But instead of letting it get her down or scrambling to pay for leads, Karin rolled up her sleeves, picked up her smartphone, and started making videos for a YouTube channel. A lot of videos. And wow, has this superstar produced some impressive results. A mere one and a half years later, her YouTube channel produces an eyebrow-raising five leads a week. A stunning 70% of her closed transactions come from YouTube. And you know how much it costs her? Nada. Zero. Zilch. Karin believes firmly in the importance of organic leads, and she generates hers by focusing all her efforts on building a library of valuable real estate content on her YouTube channel. By using carefully selected keywords and focusing her videos on topics that are of interest to her targeted audience of local buyers and sellers, Karin is able to connect with clients who are already interested, clients who trust her and seek her out, clients who see her as a local expert and, sometimes, even a celebrity. In today’s episode, Karin confronts the often-daunting issue of self-image and having the guts to put your face in front of the camera, noting wisely the importance of desensitizing yourself by just doing it. She also chats about various steps in the YouTube video production process, including video editing, custom thumbnails, and content production schedules. IN THIS EPISODE YOU’LL LEARN: How you can generate organic leads as a real estate agent Why it’s important to just dive in with your marketing and not overthink it How YouTube is superior to Facebook when it comes to online marketing How to overcome issues you might have about being in front of the camera What tools Karin used when she started recording her videos Karin’s top tip for getting started in making YouTube videos Why YouTube’s conversion rate is so much higher than Facebook’s Tips on how to interact with video viewers How Karin uses keywords to guide her video production process and up her view count Karin’s tips and suggestions for the video editing process How Karin approaches the content production process each month Karin’s tips for using custom thumbnails to increase video views Why Karin believes you should stick with one social media platform for building your personal brand and content LINKS FROM TODAY’S EPISODE Ready to grow your business in the new year? Check out the new which helps you get more Agent referrals, convert more clients and build your online presence. Want more free content to help you succeed? Join our Facebook Group
Having put in 17 years as a real estate agent in the Silicon Valley (one of the fastest markets in the world), Alex Wang has been around the block a time or two when it comes to understanding the world of real estate — and his experience shows in his numbers. In 2018 alone, Alex made 56 transactions for a whopping $80 million in sales, a jaw-dropping half of which was generated online. Wow. Just wow. As the Real Estate Evangelist, Alex has a deep passion for the real estate profession, and he’s a firm believer in the value of being “The Digital Mayor.” Alex works towards this goal in his Palo Alto market by producing authentic content that he uses across a variety of online platforms, going so far as to hire a videographer to follow him for a year to chronicle the daily life of a real estate agent. Emphasizing the need to be real and individualize yourself online, Alex believes that a well-developed personal brand and regular community interaction on social media will go far in helping you stay top-of-mind with clients. In today’s episode, Alex discusses the multiple marketing methods available for real estate agents and shares why he thinks an online presence is key — from social media and a personal website to Yelp and Google My Business. He also candidly outlines how a focus on building relationships can help you beat out the big names of the real estate industry in your local area. IN THIS EPISODE YOU’LL LEARN: How to be authentic in the online content that you produce Why it’s important to take your real estate farming game to the online arena How to choose the best way to market your real estate brand What social proof is and why’s it’s important to your success in the real estate world Why your website needs to reflect your personal brand How to build credibility and social proof on Google My Business How to get customers and clients to leave you reviews Why building an online presence is about more than just lead conversion How to differentiate your real estate presence from big-name competitors in your local market LINKS FROM TODAY’S EPISODE Ready to grow your business in the new year? Check out the new which helps you get more Agent referrals, convert more clients and build your online presence. Want more free content to help you succeed? Join our Facebook Group
This week, Mortgage Marketing Radio features an interview with Judi Fox. Judi has, over the course of 2018, amassed over 3 million views on LinkedIn and is one of the pioneering video content strategists that specializes on the platform. Judi has twenty years’ experience working with fortune 500 companies, runs her own podcast and is also a coach and a speaker. The explosion in popularity that LinkedIn has seen over the last couple of years is thanks to a few main factors. Judi and Geoff discuss some of these recent changes, such as being bought by Microsoft and adding native video functionality. Judi also shares her thoughts on the importance of likes versus comments across different platforms and why you should always spend time in the comments sections of yours and other people’s content. Geoff and Judi reiterate several times in this episode that volume is less important than creating meaningful connections. Geoff and Judi cover a wide variety of topics related to LinkedIn and marketing yourself digitally. Such as what metrics you should prioritize to gauge your efficacy, why you should spend time in the comments section and what are some important things to consider when producing video on the platform. As a specialist who focuses on LinkedIn, Judi is a great resource to learn from about best practices on the platform. In the Professional world, LinkedIn is the primary digital networking tool across most industries and sectors, so making use of it is vital in todays paradigm. Judi explains some ways to get your feet wet if you are new to the platform, and also some methods that veterans of the platform utilize. Finally, Geoff and Judi talk a bit about voice memos and automated messaging, and we come back to the recurring theme of quality versus quantity, which one should you prioritize, and when. LINKS FROM TODAY’S EPISODE Ready to grow your business in the new year? Check out the new which helps you get more Agent referrals, convert more clients and build your online presence. Want more free content to help you succeed? Join our Facebook Group
Anthony Casa is a mover and a shaker. He’s gone to bat against the big boys and won. He’s received lawsuit threats from the largest banks in the country and refused to back down, even though he was only 32 years old at the time, had four children at home, and had everything to lose. Anthony got into the mortgage business at the tender age of 18 and founded Garden State Home Loans less than a decade later. He has since become a champion of the independent broker and loan originator and is paving the way for brokers to be prepared for the disruptions that will inevitably come to the industry. He believes in embracing change to stay ahead of the curve and recognizes that to stay relevant and competitive, independent brokers need social support, tools to increase efficiency, and methods for retaining customer. Anthony has given a blueprint for all these in the form of BRAWL, AIME, and ARIVE. [smart_track_player url="http://traffic.libsyn.com/mortgagemarketingradio/Episode_113_Audio.mp3" social_gplus="false" social_linkedin="true" social_email="true" ] IN THIS EPISODE YOU’LL LEARN: About Anthony’s work history About AIME About Garden State Home Loans’ record-setting month About BRAWL LINKS FROM TODAY’S EPISODE Ready to grow your business in the new year? Check out the new which helps you get more Agent referrals, convert more clients and build your online presence. Want more free content to help you succeed? Join our Facebook Group
A few years ago, Rob was bored with his job and new something and to change. He set aside some distractions, joined Guaranteed Rates, and determined to get himself out of his comfort zone every day. That’s when things started to change. Rob’s business doubled the first year. By employing time-saving systems and getting out of the office to build relationships with REALTORS®, he built up a network of agents, and referrals now comprise nearly 100% of his business. He doesn’t take these business relationships lightly. In fact, he refers to his core, loyal relators as partners and friends. These reliable relationships are helping him sleep easy at night. With the threat of a future Zillow mortgage company looming large, Rob recognizes that the real estate and lending market is still largely local and is far from being automated. Having a local presence and having real friends in the REALTOR® space can make all the difference. IN THIS EPISODE YOU’LL LEARN: About Rob’s lending history Why Rob makes a priority of the inbox-zero goal each day How Rob cultivates and nurtures relationships with REALTORS® Why Rob is working to get reviews on Zillow but is not overly concerned about being displaced by a future Zillow mortgage company LINKS FROM TODAY’S EPISODE Email Rob at wishnick@rate.com
With 18 years of experience, Nicole Rueth isn’t new to the mortgage lending field, but it wasn’t until recently that she kicked her game up a notch. And kick it up she did -- in rock star fashion. In less than five years, this self-described data geek catapulted her business from $24 million to over $100 million (say what?), and her numbers keep rising each year. You go, girl. Nicole swears by the importance of choosing your lane or passion. This wholehearted commitment allows her to focus completely on her goal of helping clients build wealth through real estate. Just as important, education and classes play a key role in enabling Nicole to serve as an indispensable guide for clients seeking to navigate their real estate journey. In today’s episode, Nicole shares how she chose her lane and how mentors have played -- and continue to play -- a key role in helping her go “all in.” We also see how being authentic and producing relevant content helps her stay top-of-mind with the real estate agents she works with. IN THIS EPISODE YOU’LL LEARN: How to discover your area of expertise within the field of mortgage lending Why it’s important for you to stay focused and resist the temptation of shiny pennies How mentors can help you up your LO game Why you don’t have to love being in front of the camera to produce high-quality video content Why being relational is essential to your long-term success as a loan officer Why numbers don’t lie and how you can put that fact to work for you in 2019 Tips on types of content to include on your YouTube channel LINKS FROM TODAY’S EPISODE Ready to grow your business in the new year? Check out the new which helps you get more Agent referrals, convert more clients and build your online presence. Want more free content to help you succeed? Join our Facebook Group
Like it or not, Zillow has become the place to go to find property values. But you can easily change that within your sphere of influence with the help of Homebot. Imagine producing a monthly digest emailed to your clients that scratches their itches for checking on property values, keeping track of the equity they have in their properties, and answering questions before they even think to ask them. Sounds great, right? But who’s got time for that? Homebot emails these digests on your behalf. The only time investment required on your part is the initial setup and then time spent following up with interested clients. Homebot, winner of the 2018 Realogy Innovator of the Year award, keeps loan officers top of mind for both clients and REALTORS® almost effortlessly. IN THIS EPISODE YOU’LL LEARN: About Homebot How Homebot helps loan officers stay connected with agents and previous clients Why clients appreciate Homebot How you can track engagement within Homebot About the AI award Homebot recently won LINKS FROM TODAY’S EPISODE Free video tutorial at Ready to grow your business in the new year? Check out the new which helps you get more Agent referrals, convert more clients and build your online presence. Want more free content to help you succeed? Join our Facebook Group
Disruption is all around us. Yes, It’s even coming to the home lending industry. Is a ‘bot going to take my job? Are Zillow and Amazon going to enter the lending space? How can I protect myself and my team? Clayton Collins of HousingWire has a two-fold prescription to help successful lenders prepare for a technological disruption. One, cultivate a digital presence and, two, build local expertise and local relationships. Having local knowledge and real-world relationships...well, it’s very difficult for technology to compete in those areas. In today’s episode you’ll learn about HousingWire’s resources for lenders and about their upcoming Engage.Marketing Event in Charlotte. I plan to be there! [smart_track_player url="http://traffic.libsyn.com/mortgagemarketingradio/Episode_110_Audio.mp3" social_gplus="false" social_linkedin="true" social_email="true" ] IN THIS EPISODE YOU’LL LEARN: About HousingWire About the importance about reaching the borrower first Shifts coming to the mortgage industry Clayton’s opinion about Zillow’s impact on the lending space How first-time home buyers will impact the 2019 market Why it's important to diversify and not have all your eggs in one basket Why it's important to know what your referrals and partners value LINKS FROM TODAY’S EPISODE Ready to grow your business in the new year? Check out the new which helps you get more Agent referrals, convert more clients and build your online presence. Want more free content to help you succeed? Join our Facebook Group
Kathryn Pedersen is a 15-year veteran in the loan officer business, and her numbers speak for themselves: She does twice the volume (yes, twice) of her next closest competitor in her local area. That’s some serious hustle. Serving as the face of her business, Kathryn embraces the opportunity to connect with clients, both past and present. She does this in a multitude of ways -- agent classes, high-quality video content on social media, thorough and effective personal branding, even giving out hand warmers to clients in the grocery store. As Kathryn warmly points out, having a real desire to help others is at the heart of being a successful loan officer. Showing this through a personal touch is a key in helping deepen a long-term connection with clients -- one that will keep them coming back. In this episode, she explains how. We also learn some of Kathryn’s other best practices, including her strategies for building her brand, winning the Google war (she consistently comes up in the top three results in a Google search), and being ethical and true to yourself in a small town. IN THIS EPISODE YOU’LL LEARN: Why connecting with clients and having a real desire to help them is such an important part of Kathryn’s success Why friendly is the way to go when it comes to competition in a small town How providing carefully curated monthly CE classes positions Kathryn as the go-to local expert in the lending field How to maintain meaningful communication with past clients What concrete steps you can take to win the Google war What role video plays in building your brand Why CE classes are critical in helping convert agents to referral partners How getting out there and getting involved in other communities and ideas can transform your loan business What personal characteristics are key when it comes to working in small-town lending Ideas for nurturing a personal connection with clients LINKS FROM TODAY’S EPISODE Ready to grow your business in the new year? Check out the new which helps you get more Agent referrals, convert more clients and build your online presence. Want more free content to help you succeed? Join our Facebook Group
Bill has been a top producer since 2012 and shows no sign of slowing down. His latest addition to his repertoire -- which includes monthly CE classes and a weekly video emailed to his list -- is making contact with 10 agents a day. These aren’t cold calls but touchpoints with existing contacts. Ten. each. day. As Bill reminds us, there are a hundred reasons to contact agents. This “chore” doesn’t need to feel unnatural or pushy. In today’s episode, he explains how. We also learn how Bill uses classes, events, and old-fashioned hustle -- especially around the holidays -- to attract prospects. IN THIS EPISODE YOU’LL LEARN: How providing monthly CE classes keeps Bill top of mind How to make 10 agent contacts a day in a naturnal, non-pushy way Why it pays to work around the holidays when others are taking time off Why it’s important to give back to your community Why, when it comes to video, you’ve got to just do it and know that it will get better and easier over time Why word-of-mouth reviews are not enough Ideas for connecting and engaging with agents LINKS FROM TODAY’S EPISODE Email Bill at WMurphy@FairwayMC.com Ready to grow your business in the new year? Check out the new which helps you get more Agent referrals, convert more clients and build your online presence. Want more free content to help you succeed? Join our Facebook Group
Sales Boomerang is an automated digital service that gleans data from multiple databases and pings you when life events happen in the lives of your borrowers — when they’re looking to move, when they have a baby, when their credit score reaches an important threshold. IN THIS EPISODE YOU’LL LEARN: How Sales Boomerang aligns the interests of borrowers and lenders Some talking points to help you feel not like “Big Brother” but like the truly helpful brother everyone wants to have How Sales Boomerang helps you salvage missed opportunities…or at least bring them to people’s attention How this product can give LOs confidence about approaching your contacts How you can improve relations with REALTORS® LINKS FROM TODAY’S EPISODE Ready to grow your business in the new year? Check out the new which helps you get more Agent referrals, convert more clients and build your online presence. Want more free content to help you succeed? Join our Facebook Group
Did you make New Year’s resolutions for 2019? How’s it going? If you’ve already fallen off track, you’re not alone. Research shows that 92% of resolutions are broken by the third week of January! But it doesn’t have to be that way. The problem is we’ve been going about pursuing goals and self-improvement all wrong. Contrary to what many would have you believe, it’s not about working harder; it’s not about making lists. The key is in our internal paradigms and in what we subconsciously believe about ourselves. In today’s episode Jim Fortin pulls the curtain back and exposes how our subconscious mind impacts virtually every area of our lives. He also explains the process of how to create lasting success and finally achieve the life you want to live. IN THIS EPISODE YOU’LL LEARN: Why you’ve struggled to meet your own goals in the past Why your identity is the key to unlocking your potential Why our conscious mind is not strong enough to overrule what our subconscious believes Tools for changing your subconscious beliefs Why it’s so hard to break bad habits and how to set yourself up for success Why self-integrity matters LINKS FROM TODAY’S EPISODE Jim on and Ready to grow your business in the new year? Check out the new which helps you get more Agent referrals, convert more clients and build your online presence. Want more free content to help you succeed? Join our Facebook Group
My special guest for Episode #105 is with Cornerstone Home Mortgage in Phoenix, AZ. She's consistently ranked amongst the top 200 mortgage loan professionals in the country. In 2018 Kelly closed 232 loans for $60 Million. Kelly has built a powerful personal brand using video to build trust and grow her personal loan volume. Today we're with Kelly about talking all things video marketing. How to get started with video marketing, getting over your fear, what to talk about, equipment to use and more. Kelly has 464 subscribers to her YouTube and over 150 videos so far. Biggest takeaways and links: Getting Past Your Fear of Video What Should You Say? Kelly's Video Process for Good Content Ready to grow your business in the new year? Check out the new which helps you get more Agent referrals, convert more clients and build your online presence. Want more free content to help you succeed? Join our Facebook Group
On this episode, I’m very pleased and honored to bring my special guest to you. And her name is . She is a mega-producer with Movement Mortgage and what I love about Dana is that she’s not only obviously highly successful but also humble at heart. Her 2017 production volume is 327 families helped for a loan volume of $71 Million dollars! Wow! Dana has built intense loyalty with real estate agents through a number of ways including having just a kickass loan process and being known as the person who gets things done in her local market. Dana has about 50 consistent agents that she works who send her the bulk of her business. She’s got actually over 100 that are part of her sphere of influence and you’ll hear how she stays top of mind with those agents, the types of events she does and how she creates tremendous loyalty from her agents. Biggest takeaways and links: How to Use Events to Scale Your Production Dana's Perfect Loan Process Maximizing the "Pop-By' Managing High Volume Without Going Insane Creating Intense Loyalty with Agents Ready to grow your business in the new year? Check out the new which helps you get more Agent referrals, convert more clients and build your online presence.
has been voted “The Best Loan Officer” in Loudoun County each year for 6 YEARS IN A ROW and most recently listed in the Top 1% Mortgage Originators in America listed in for the 2nd year in a row! Biggest takeaways and links: Kristi's Main Sources of Business Systems and Processes for Closing 216 Loans Meeting Agents for "Virtual Coffee" How to Reduce Rate Shoppers Getting Started With Video Connect with Ready to grow your business in the new year? Check out the new which helps you get more Agent referrals, convert more clients and build your online presence.
My special guest this week is and her Business Development Specialist Katie Shive. Debbie has 20 years in the business and is a Guild Mortgage Rockstar consistently closing about $65 million a year, helping 260 families in 2018. That's a lot of loans! We're gonna unpack lots of different things on this episode with the main focus being on Debbie's REALTOR strategy of going deep versus wide with Agents. For example, Debbie hosts a REALTOR Mastermind/Book Study, Thursday "Hot Shoppers" and more. We'll also talk about how Debbie and Katie leverage events and online to help Debbie become a modern originator. Biggest takeaways and links: Going Deep vs Wide With Agents Getting Started with Video Converting Maximum Leads in Less Time Connect with Debbie Ready to grow your business in the new year? Check out the new which helps you get more Agent referrals, convert more clients and build your online presence.
Jeff Irving is the CEO and founder of I call him the best-kept secret in the mortgage industry when it comes to CRM and marketing automation platforms. I'm pretty savvy when it comes to CRM's and marketing automation. I've been around that digital space for quite a long time and I'm very impressed with what Jeff has built. What I love about Jeff is that he's made his CRM easier to use, get out of the gate and get started with a lot of the built-in turnkey functionality templates and modules that you can easily turn on and get started. Jeff Irving is the CEO and founder of I call him the best-kept secret in the mortgage industry when it comes to CRM and marketing automation platforms. Biggest takeaways and links: Choosing the Right CRM for Your Needs Automating Tasks vs Relationships The Future of Loan Officer Marketing Learn More About MLO Shift Ready to grow your business in the new year? Check out the all new which helps you get more Agent referrals, convert more clients and build your online presence.
The market has shifted. Have you? Special guest @TomFerry shares how Real Estate Agents and Mortgage Loan Originators need to shift to stay relevant. The “new normal” market requires that we evaluate our current process, systems and sources of business. We need to ask ourselves questions like: “Who is our ideal/target customer?” “Are my referral sources still relevant?” “What areas of my business process need enhancement”? “How do I rise above the sea of noise in a crowded market?” “What’s most important in getting chosen in today’s market?” Biggest takeaways you don’t want to miss and links mentioned How Loan Officers and Agents Need to Prepare for 2019 Is Zillow Really Trying to Eliminate Agents? How to Rise Above the Noise and Stand Out The Role of Loan Officer for Agents Is Old School Sales & Marketing Dead? Connect With Tom Ferry Ready to grow your business, get more Agent referrals, convert more clients and drive sales from social media? Check out the membership. Want more good stuff? . If you enjoyed this episode, please share with your colleagues & friends and leave a review.
My special guest for this episode is . She's the National Director of Social Sales at . I saw Chelsea speak at a recent conference by . and was so impressed with what she presented around the psychology of why social media is such an integral part of most of our lives and how we communicate and engage today. I just had to have her on to talk about this. Chelsea is going to talk about how to build a personal powerful, personal brand with a camera first strategy. So if you haven't gone all in on video and images on social media yet, you're going to understand why it's so impactful for your business. Chelsea also one of the selected speakers at the Gary Vaynerchuk @Agent2021 event which I will also be speaking at. It's happening on January 17th and it's in Miami at the Hard Rock stadium. For more details about that event go . Biggest takeaways you don’t want to miss and links mentioned What Does "Camera First" Mean? The Psychology of Visual Influence Driving Social Engagement Get Chelsea's Book Follow Chelsea on Instagram Follow Chelsea on Facebook By the way if you’re looking for additional training and support to build your online presence and grow your business, we just our brand new which helps you get more Agent referrals, convert more clients and build your online presence. Want more good stuff? .
My special guest this week is . He recently presented at Sales Mastery event and he talked about how he has been growing his organic engagement, leads and business from Facebook - organically - without paying for ads. This year so far Larry's generated $120K in income directly from Facebook. Without ads. He still runs ads but he's been growing his business organically every every year. We'll talk about how he does that how he engages and how he divides up business versus personal page and more. By the way if you’re looking for additional training and support to build your online presence and grow your business, we just our brand new which helps you get more Agent referrals, convert more clients and build your online presence. Want more good stuff? . If you enjoyed this episode, please share with your colleagues & friends and leave a comment below letting us know what you thought.
My special guest today is . She's a very successful Real Estate Agent with over 30,000 subscribers on her over 7,000 followers and over 9,000 on . Listen to this interview from the standpoint of what can you learn for yourself in terms of getting active with video and other social channels. But then secondly you could share this podcast with your Agent referral partners. Why? Because when you go Loida's you'll see it is a library of awesome training and coaching on how to succeed as an Agent with Social Media. You'll also hear how Loida is blending online with offline. Her #1 source of listings in FSBO's and Expired's. She cold calls and it works for her! Biggest takeaways you don’t want to miss and links mentioned Why YouTube? Getting Started with YouTube Video Texting Leads to Increase Conversion How Loida Partners with Her Lender Connect With Loida By the way if you’re looking for additional training and support to build your online presence and grow your business, we just our brand new which helps you get more Agent referrals, convert more clients and build your online presence. Want more good stuff? . If you enjoyed this episode, please share with your colleagues & friends and leave a rating and how we've helped you.
My special guest for today also known as "The Mortgage Geek" out of San Diego California. I want to give you a heads that we don't have a filter on this episode. It's raw it's real with some colorful language. If any kids are nearby listening, please remove your children. Shawn is doing some amazing things with his "Mortgage Geek" brand. He's leveraging his brand and video to rise above the noise in the crowded market of San Diego. Shawn is an active Mortgage Originator still producing loans to the tune of $134 million dollars in 2017. But he's also running in San Diego. He has over a hundred Loan Officers as part of the organization at Cornerstone so he's running operations he's handling mergers and acquisitions also. Biggest takeaways you don’t want to miss and links mentioned How "The Mortgage Geek" Was Born How to Choose Your Personal Brand Making Loans Fun Again What Content Get's People Engaged How to Let Go of Fear and Get Going Connect With Sean By the way if you’re looking for additional training and support to build your online presence and grow your business, we just our brand new which helps you get more Agent referrals, convert more clients and build your online presence.
My special guest for this episode is talking the art of selling RENO Loans, Prospecting Agent teams and closing 250 loans per year. is a very impressive woman. We need more powerful women being represented in the mortgage industry! Not only a powerful woman producer just a great person too. We're going to dive into a couple of big areas of focus with Kathy and that is Renovation Loans and how she's expanding adding that to her business. Cathy does two to three loans a month of RENO loans. We're also going to talk about focusing on big Agent teams. Biggest takeaways you don’t want to miss and links mentioned The Art of Selling RENO Loans Getting Agents To Buy-In to RENO Loans Prospecting Agent Teams to Grow Your Business Getting Started with Video Cathy's Focus for 2019 and Beyond Connect With Cathy By the way if you’re looking for additional training and support to build your online presence and grow your business, we just our brand new which helps you get more Agent referrals, convert more clients and build your online presence. Want more good stuff? .
Our special guest on this episode is . With over 28 years of industry experience and over $3 billion in closed residential mortgages; The Jaffe Team has been consistently ranked in the Top 100 Mortgage Originators in the country for the last 19 years (out of 300,000). David candidly shares his journey of ups and downs over the past 28 years and how he's pivoting his business to adjust for the market shift and becoming a modern Mortgage Originator. Biggest takeaways you don’t want to miss and links mentioned How David is Re-inventing himself Getting Over Your Fear of Video Preparing for the New Market Getting Real With Your Database Building Your Team Connect With David By the way if you’re looking for additional training and support to build your online presence and grow your business, we just our brand new which helps you get more Agent referrals, convert more clients and build your online presence. Want more good stuff? . If you enjoyed this episode, please share with your colleagues & friends and leave a comment below letting us know what you thought.
The future of voice is search. Do have any of the Alexa suite of voice activated "smart speakers" in your home or office? How many times per week are you asking Alexa for information? Our special guests and are the co-founders of and they're helping Real Estate and Mortgage professionals launch disruptive marketing, direct to consumers homes! Imagine consumers getting the latest market updates, home-buying tips or community news from YOU - right in their home as an Alexa Flash Briefing. What's an Alexa Flash Briefing you ask? Tune in to this episode to learn more! Biggest takeaways you don’t want to miss and links mentioned What is an Alexa Flash Briefing? The Future if Search is Voice Setting Up Your Alexa Flash Briefing Disruptive Marketing Examples Check Out HomeyPoints Website Reserve Your Zip Code By the way if you’re looking for additional training and support to build your online presence and grow your business, we just our brand new which helps you get more Agent referrals, convert more clients and build your online presence.
My guest this week is ; EVP of National Sales with Guaranteed Rate out of Chicago. Every single month Sam closes over 50 transactions. I believe last month it was 59 transactions. He is the only originator on his team. He does have a support team but originates 100% of his loans. We'll talk a little bit about scaling to build a team. Back in 2008 during the mortgage meltdown, Sam still did $82 Million in closed loans. What he realized was that if we going to truly build a business he enjoyed, he would have to start over. So he fired a majority of agents that he worked with because they didn't appreciate the value proposition that he was bringing to the table. Sam set a 12 month goal to meet an Agent a day for 365 days. When he got to number forty eight he was already so busy he had to stop because he had so much business coming in. His goal now is to get to 100 closed purchase loans per month. So we're going to talk about Agents being a primary source of his business. This is a a coaching session on how to build a strong referral base largely from real estate agents. And I know you're going to like this episode.
is an award winning Five Star mortgage professional seven years in a row. She's with out of Denver Colorado and is consistently ranked among the Top 1% percent a in production, funding 206 units in 2017. Her main source of business is real estate agents. And what we unpack on this episode is the unique things she does to stay top of mind to work with only those agents that she enjoys working with and how she puts together different strategies to activate those relationships. You're also going to hear about direct mail. That's right, direct mail. What she calls 100 cheesy gifts things that she sends to Realtors and other referral partners to drive business, get meetings and to build loyalty. Really funny cool ideas in here. Want to learn more about the Mortgage MarketingPRO Membership? Check out the details here:
Question: If you were in front of more people more often, able to get in front of more referral partners and prospects to have a deeper, more meaningful connection; would you be closing more business? If you're already good at delivering your value proposition you just need to be able to be in front of more people and present your value proposition more often. We can only be so many places at once. Today I am thrilled to bring you my special guest the Chief Marketing Officer for . BombBomb is a platform and distribution platform that helps you build trust build connection. You'll hear Steve talk about how video is the next best thing to be in there in person and there's lots of resources available for you in the show notes. By the way if you're looking for additional training and support to build your online presence and grow your business, we just our brand new which helps you get more Agent referrals, convert more clients and build your online presence. Want more good stuff? . Join Here: bit.ly/2NHCtW8
My special guest today is . He's with Guild Mortgage and he lives in the Pacific Northwest Seattle area. He's a Very impressive individual. Oleg consistently ranks in the over $150 million dollar club and in 2017 closed 627 loans. I asked them how much of that is his own personal production and he said 100 percent. Yes he has a support team but he personally originated 627 loans. Oleg shares his story of how he transitioned from a call center to a relationship based mortgage professional. He also shares his view on what Loan Officers must do to garner business from Agents in the new market we've entered. As Oleg says, leads can cure most business problems. We'll talk about lead generation, competing in a tight rate market and how to increase your lead conversion. P.S. Want to learn more about being a PRO Member? Check out the Mortgage Marketing Institute PRO membership .
My special guest is , CEO of Apex Home Loans out of Rockville Maryland. He is among the top 1% of mortgage bankers nation wide and Craig has received the 40 Under 40 award. His company has been recognized throughout greater Maryland area as one of the Best Companies to Work for and is consistently ranked among the top 100 mortgage originators in the country. Craig has two main pillars of business as referral partners. Financial Advisors and Realtors. We're talking about Financial Advisors and how to find them, how to approach them, how to be more successful in presenting yourself to financial advisors. The the biggest reason why most Loan Officers don't pursue financial advisers is they don't know what to say. If you enjoyed this weeks episode, leave a comment or rating. I appreciate you! P.S. If you're looking for more training on how to become a modern mortgage originator, get more referrals and build your online brand; check out .
My special guest on today's episode is ; the DC Title Guy. Wade was actually the very first guest I had on this podcast back in 2016. This episode is an update to catch up and see what's going on in his business since we last spoke in 2016. Wade has continued to leverage his educational approach to deliver value and become essentially a coach for Real Estate Agents, helping them grow their business. So I asked Wade what his #1 source of business is and he said . What does Wade teach Agents? How to get started with YouTube, video marketing, business planning, social media and other relevant topics that help Agents grow their business. Wade doesn't make cold calls. He makes warm calls because he's known in his area as The DC Title Guy who teaches classes, educates and adds value. When he calls Agents, it's a welcome "hi Wade" call vs. "yeah I'm busy...what do you want?" Biggest takeaways you don’t want to miss and links mentioned Check Out Wade's How to Build Your Tribe of Fans How to Attract Agents With Education and Value Wade's Educational Based If you enjoyed this episode, please share with your colleagues & friends and leave a comment below letting us know what you thought.
This week's special guest out of my hometown of Boston Massachusetts. Rick is a Senior Mortgage Planner with in Framingham Massachusetts. Rick's part of the billion dollar club. That means in his career he surpassed the billion dollar mark of career originations. Rick is doing some amazing things out there and we talk about on this a couple of key things he does. One is past client reviews or annual mortgage reviews. Rick is generating anywhere from two to four loans per month just from his past database, sending out an e-mail and a voice broadcast. Amazing! Next you'll hear Rick's concept for real estate Agent mastermind's. This is brilliant. If you're looking for a way to get aligned with top producing Agents in your local market listen up! And lastly we talk about something that's really cool Rick created called The . There's links in the show notes for everything we talk about. The is a concept that Rick is bringing to the real estate agents in his local market to teach them how to fish; helping them get referrals from vendors and affiliates. Rick will unpack his concept of the and the Ambassador program. He's looking for additional Ambassadors around the country to take the into your local market. Feed a man a fish, you feed him for a day. Teach a man to fish you feed him for a lifetime. Appreciate you being here as always. Feel free to leave your comments or podcast review. Let's get into this week's show.
My very special guest is Vice President of Cornerstone Home Lending out of Santa Barbara California. Lots of respect for Kelly and what she's built over the last 22 years as a mortgage professional. In the past four years alone, Kelly has closed over $400 million dollars in loans. Let me say that again. In the past four years alone, Kelly has closed over $400 million dollars in loans, ranking her in the Scotsman Guide top 125 Originators is in the nation. I think what's cool is the take away from Kelly is that is that she is true to herself. She wants to be authentic. She's built her business around the things that keep her true to herself and that she truly enjoys doing. On this episode we're going to unpack a couple of really cool things. Number one Kelly has built a team and as you may notice that's kind of a growing trend in the mortgage space much like it has been in the real estate space for some time. We're going to talk a little bit about how she leverages her team to optimize her business and deliver the world class borrower experience. One thing that stands out for me is her Approved Buyer Advantage how she makes sure that clients are motivated, engaged and committed. Love the conversation we have with A fabulous person and an incredible top producer so let's just get into the episode. If you're enjoying the podcast, please tell a friend or colleague and leave us a review on iTunes or wherever you're listening.
My special guest this week is Facebook marketing strategist coach and consultant. . Travis might be the best kept secret in the mortgage space. I was introduced to Travis at a conference I was attending and hear about him doing all these incredible things when it comes to Facebook. Building audiences, creating leads and really having a deeper understanding of online consumer psychology. We're going to dive into lots of different things in here from ad creation to creating seller and buyer funnels, understanding your audience demographics and leveraging Custom Audiences. Then we dive into the ad optimization strategies that go into having a successful Facebook ad campaign vs wasting time and money. Biggest takeaways you don’t want to miss and links mentioned Building Your Ideal Target Audience on Facebook Knowing Your Facebook Ad Relevancy Rate What Are Facebook Canvas Ads? Priming, Reminding and Retargeting The Latest Updates with Facebook Targeting Options If you enjoyed this episode, please share with your colleagues & friends and leave a comment below letting us know what you thought.
My special guest on this episode is . Shane is head of industry and General Manager for financial services at He's a published author award winning speaker and his research has been featured by leading advisory firms such as Forrester and Gartner. With 18 years of experience in financial services and high tech, Shane knows his stuff. Many of us are not necessarily adapting to the market changes and in this conversation we talk about the as he calls it; the next generation customer journey and how the loan officer experience integrates into that. It's all about local search and we're going to unpack that topic and share some examples to help you get found online and get more consumer direct business. Biggest takeaways you don’t want to miss and links mentioned The Keys to Success for Thriving in the New Digital Landscape Getting Found in Google Local Search Three Steps to Having a Professional Online Presence What is Google My Business and How do You Benefit Learn More About Yext If you enjoyed this episode, please share with your colleagues & friends and leave a comment below letting us know what you thought.
My special guest today has worked every day for over thirty years to teach people about personal finance. He's widely regarded as one of the nation's top Financial Advisors having been named in 2016 among the country's top ten Wealth Advisors by Forbes magazine. Barron's selected him as the nation's number one independent financial adviser three times and one of the 10 most influential figures in the investment advisory field today. I'm talking about the Founder and Executive Chairman of . Ric is the Author of on personal life on personal finance including his #1 New York Times best selling book . Today employs 161 Financial Advisers serving more than 36,000 families in 43 offices across the country, managing over $21 Billion in assets. Biggest takeaways you don’t want to miss and links mentioned: 11 Reasons You Should Carry a Big, Long Mortgage () The Future of Mortgage Planning Professionals How to Differentiate and Win With Financial Education The Truth About Your Future (Must Listen to This!) Teaming Up With Edelman Financial to Grow Your Business Email Ric Here: If you enjoyed this episode, please share with your colleagues & friends and leave a comment below letting us know what you thought.
This is a special episode for me and I'm confident it will be for you as well. My special guest is . If there's one word to describe Tim, it's authenticity. Have you ever been around somebody and they make you feel better, think clearer and understand the truth about what's really important. For me, that person is . Do you want a career you enjoy? One that you look forward to going to every day build really meaningful relationships with real estate agents and anybody else you would want to build those relationships with? If you're looking to live an authentic life and be true to yourself business, this podcast may hold something for you. In terms of annual production from 1997 to 2004; Tim was consistently ranked among the top 50 loan officers in the country. In 2004 at his peak, Tim closed an astounding 676 loans for over two hundred thirty six million in volume, ranking him number 26 in the U.S. out of 400,000. Loan officers. Because of Tim's achievements, Mortgage Originator Magazine inducted him into their Loan Officer Hall of Fame of which only seven loan officers have been ever inducted into. Tim's went on to become a co-founder of Loan Toolbox which was one of the greatest online resources for training, tools, support and coaching to help us all get better and become more effective Mortgage Originators. Tim is now the CEO and founder of once again impacting lives, helping people to live a life they perhaps thought once was impossible. Biggest takeaways you don’t want to miss and links mentioned: How to Be More Intentional and Get Better Results Connecting vs Converting: What People Really Want If you enjoyed this episode, please share with your colleagues & friends and leave a comment below letting us know what you thought.
My special guest today is Dave Simms. He's the CEO of , an industry leading mortgage automation and point of sale solution. Do you want to fully automate your mortgage business? Check out . You want to create a smooth and simple borrower experience? Prospects, leads, minimize headaches, to reduce the communication back and forth. has everything you want. From a point of sale mobile friendly portal to provide web based access for your borrowers to interact with their loan. From application to clear to close. A really simple easy to use interface. Documentation, e-signatures, integration with your LOS. All in one single easy to use system that fits in the palm of your hand. That's right, your mobile phone. We're also talking about good communication on this episode. That's one of the hallmarks of creating a world class customer experience, is good communication. Influencing the borrower experience, and your referral partners to keep them sending business your way. is packed with easily customizable and automated communication milestone solutions. For your borrowers, your referral partners, and anybody else involved in the transaction. They also have a really cool, smooth polished digital 1003 to increase submission rates and conversion rates. Totally secure. And then of course, integrations up the wazoo. So if you're interested in automating, streamlining, putting processes in your business to help you close loans faster, make borrowers happier and impress referral partners? Check out . We have a special link to Floify, I'm gonna put it in the show notes, but for those listeners that want to check out more, it's www.floify.com/mortgagemarketingradio. And you're going to get a 25% discount off your first four months of service! Biggest takeaways you don’t want to miss and links mentioned: How to Keep Borrowers Engaged in the Process Why a Mortgage Point of Sale Is Essential How to Automate Borrower and Agent Communication How to Leverage Floify to Close Loans Faster Delivering a Mobile Friendly Modern Mortgage Experience If you enjoyed this episode, please share with your colleagues & friends and leave a comment below letting us know what you thought.
What's your video strategy to grow your Mortgage business, reach more people and stay relevant in the coming years? What's that? You don't have a video strategy? Oh, then check out this episode of Mortgage Marketing Radio with Mortgage Originator Kris McWilliams. He's taken the bold step of launching a weekly Mortgage Video show. So on this episode we have both the audio only option and video for you to listen, watch and apply what you learn! Biggest takeaways you don’t want to miss and links mentioned: How to Get Over Video Reluctance What Topics Do I Talk About on Video? What Equipment Do I Need? Where Do I Post My Videos? How Often Should I Do Video? If you enjoyed this episode, please share with your colleagues & friends and leave a comment below letting us know what you thought.
On the episode, we're talking about getting away from the "great rates and service" with ; CEO at . He's on a mission to simplify digital marketing so banks, credit unions, you, the mortgage loan officer, can become digitally savvy - and grow your business. We're talking about the convergence of digital change and disruption and displacement and how do you survive and thrive in the coming shifts that are happening in the mortgage space with regards to technology. spends a lot of time working with financial institutions on mapping out their process to design the customer experience. Both from the point of lead generation, to engagement, to during the loan process and then post close. We'll talk about how you become a modern mortgage professional, integrate technology in a way that engages the user and positions you as relevant and helpful. That's what we're going to talk about here on this episode and more. So, hope you enjoy the show. If you like so, please let us know. Leave a review. Check out links to James Robert Lay and his company, the and you'll find links to his company in the show notes at Digitalgrowth.com. Biggest takeaways you don’t want to miss and links mentioned: How Do You Become a l? What Are Consumers Expectations In Getting a Mortgage Loan How to Design a Win-Win Customer Experience How to Adapt to the New Rules of the Digital Consumer Connect With James Robert Lay If you enjoyed this episode, please share with your colleagues & friends and leave a comment below letting us know what you thought.
knows how to train his Buyers Agents how to refer him and turn listing Agents in to referral partners. Brent is a Sales Manager and Team Lead with in Portland, Oregon and Brent's been in the mortgage business since 2002. He's a President's Club winner, having closed over $200 million in loan volume throughout his career. A couple of the things that stand out for me is how Brent is positioning himself and his team in a very competitive market with multiple offers, on how he's training his buyer's agents to create a more referable process for him as a mortgage loan originator. So we're going to talk about that, how he wins deals in a rate sensitive environment, how he cross sells listing agents and his whole process for getting 85% of his business coming from real estate agents. And we're going to talk about a really cool tool called that empowers you to stealth market potential referral partners, automate your online reviews and more. Biggest takeaways you don’t want to miss and links mentioned: How to Get to The Customer First - And Win! Training Buyers Agents How to Refer You Cross-selling and Converting Listing Agents to Referral Partners Stealth Marketing With Connect With Brent If you enjoyed this episode, please share with your colleagues & friends and leave a comment below letting us know what you thought.
Want a crash course in how to get consumer direct purchase leads from Facebook? Digital Marketing superstar reveals the exact steps to attract and convert high quality Facebook leads. From targeting to ad campaigns, messaging and follow-up, we cover it all on this episode. Biggest takeaways you don’t want to miss and links mentioned: What's New Since the Facebook Data Breach? How to Target Likely Homebuyers on Facebook How to Capture Home-buying Leads on Facebook What Ads and Offers Are Working Right Now? Best Practices for Lead Follow-Up and Lead Conversion To connect with Chris' company directly, visit .
On this episode, Coach reveals the how to become an elite Mortgage Sales Professional by learning proven lessons from the warriors who set the global standard for operational excellence: the American military elite. To be the best you must learn from the best - so YOU can be your best. In Bill's new , he interviews former members of the US Special Forces and leading sales professionals from a variety of industries, and then Bill creates parallels between the two, to understand the similarities between elite military and top sales performance. This interview - and Bill's new , will help you uncover proven tips and practical tools to train for any situation that you'll encounter in the field, overcome any fears that you may have and channel it into productivity. You'll discover how to find your personal why and keep it alive, especially if you've been in this mortgage business for quite a while. Then you'll learn how to build a team that shares your vision, your purpose, and your goals. Biggest takeaways you don’t want to miss and links mentioned: How to train for any situation you’ll encounter in the field How to overcome fear and channel it into productivity How to leverage failures for personal growth How to find your “why” and keep it alive How to build your team’s shared vision, purpose, and goals
A few weeks ago, I received the good fortune of being invited to attend a class that was hosted by, the premiere training and education organization in the country, for preparing and training real estates agents, mortgage loan officers, attorneys, judges, financial planners. The founder of ; Prof. Kelly Murray, J.D. is a graduate of Stanford University and Harvard Law School. She's also a faculty law professor at Vanderbilt University. What you'll hear on this episode is three special guests: Wendy Waselle, also known as Aunt Wendy. She's the co-founder of . We have Loan Officer , who I've known for over ten years and REALTOR with twenty-six years of experience. What you're gonna hear, is their story about why they decided to become Divorce Specialists. We'll talk about some of the road blocks how to approach attorneys and why it's important to get properly educated and trained. Like any other specialty, you need training to be a specialist. Lastly, we're teaming up with Professor Murray, J.D. and hosting a free, educational webinar on the new tax changes in alimony taxation, how the new Tax Cut and Jobs Act affects divorces and we'll answer your questions about becoming a Divorce Specialist. You can register for the webinar . Or At: Learn More:
is a Modern Mortgage Originator. On this episode of Mortgage Marketing Radio, he reveals his social savvy methods for using video to build his online brand and get closed loans from social media at no cost. Last year Dan closed 203 loans with 36% of those closed loans coming directly from his Social Media channels at absolutely ZERO cost. Dan has built a strong brand online through his , and channel, advertising and more. He's also tapped into his local Agents through educational classes and classes that position him as a thought leader, creating profitable relationships and referrals. We unpack how Dan leverages Facebook ads to target the top 500 real estate agents in his local area, how he builds his brand using Facebook to do that, so when he calls those targeted agents, it's no longer a cold call. It's a warm call. Brilliant! We talk about how Dan does pop buys and how to make pop buys to Agents not cheesy. We'll dig into how Dan leverages social media to target homebuyers. What is the process that Dan takes people through using video to help educate and move people along in the buying process so there's much less of this selling, "Hey, what's your rate?" Biggest takeaways you don’t want to miss and links mentioned: How Dan Got 36% of 203 Closed Loans from Social Medi Using Video to Pre-Sell Agents and Clients How to Do "Pop-By's" that Agents Love! How to Get Smart With Social Media - and Get Results! If you enjoyed this episode, please share with your colleagues & friends and leave a review letting us know what you thought.
Ryan Grant, is just an amazing human being, an amazing person, just in terms of who he is. He's a quality person, but what he's done, what he's accomplished in the mortgage space in a very short period of time is remarkable. Literally, within two years, he went from about $11 million to $60 million. Just last year in 2017, he helped over 200 families. He's ranked as the number one lender in Orange County, California, which is a huge feat, that's a very competitive market and he's ranked as the number 38 lender; if I'm correct, nationwide. The results speak for themselves in terms of not only his production, but if you go to Zillow and look up the , you'll see over 200 reviews, 4.8 stars average, and the raving comments that clients have. As Ryan talks about, our job is not to "Pre-qual," as a mortgage loan officer. Our job is to remove doubt. Ryan just does a great job on architect- going through how he architects his process. If you just want to have a blueprint for what does a high performing mortgage professional and team look like and sound like? This is it. Biggest takeaways you don’t want to miss and links mentioned: >> Why Ryan is Excited About The Market Ahead >> What Does a 5 Star Experience Look Like? >> >>
Our special guest this week is Ed Conarchy, with Cherry Creek Mortgage. Ed has closed over 4,000 loans in his career. That's right, 4,000! Ed and I unpack how to separate yourself from the typical path that most people come to you on, which is trying to put a mortgage in silo, or in a box of, "Okay, I need a 30 year fixed. I need the lowest rate." Like Ed asks hey, I you ask people in a mall, come up to him, "What's better, 4.6 or 5%?" Well, people are conditioned to choose 4.6, right? What Ed and I talk about is, how do we take the mortgage conversation out of this silo and be more fiscally literate? What you'll hear Ed talk about is how he's self-educated himself to help him have a more fiscally literate conversation that teaches our prospects and clients one aspect of financial planning that they didn't know before. Ed will share actual examples of where he was able to win a deal by being half a point higher than another lender. He was the fourth lender that they shopped and came to, and he was still able to win the transaction, being a half a point higher. Help your clients understand the long term financial impact of a mortgage, and then position yourself as being a key advisor in helping clients plan and understand their financial future and plan. Biggest takeaways you don’t want to miss and links mentioned: >> What is Fiscal Literacy - and How Can You Get It? >> Becoming a Wholistic Advisor >> Taking the Rate Conversation Out of the Silo >> Competing Against the "Push Button Mortgage" >> >> >> >> If you enjoyed this episode, please share with your colleagues & friends and leave a review.
Our special guest today is Heather Bomar, with Cornerstone Home Lending in Oklahoma City, Oklahoma. Heather is a superstar. Her 2017 stats were 299 families helped, for a total of $67 million. And she's a busy mom of four. Her kids' ages? Two, four, six, eight. We're gonna dive into how she structures, obviously, her client customer process. She is a believer in delivering excellence. You'll understand what her methods are for managing her day, for managing the client referral process. She's recently got into doing some videos on social media, and you'll hear what the impact of that is on her business. Such a great conversation overall, and a great look into somebody who's running a class act over there at Cornerstone Home Lending. Biggest takeaways you don’t want to miss: >> How to Grow Your Production While Still Having a Life >> Creating a High Impact Client and Partner Experience >> Staying Top of Mind with Your Referral Partners >> Heather's Systems and Tools for Growth >> >>
On this week's show, and my very special guest is . I've known Sue for well over 10 years. Sue Woodard is now the Chief Customer Officer at and she's a Mortgage Industry Expert. Sue brings over 25 years of mortgage experience leadership to the industry. She has been helping Loan Officers for well over a decade breakthrough barriers and sharpen their skills. She's particularly talented in helping Loan Officers get connected to their real passion, and understand how to navigate in today's digital market. And so, in this episode, Sue and I are talking about is year being the tipping point, as she calls it. And that this year is gonna be a tough year. It's gonna be a challenging year but one that has opportunities as well, and that's simply because I think we're finally at that place of the convergence of technology reaching critical mass in the mortgage space where there's a lot of talk about being displaced by technology and push button mortgage and all that stuff. Biggest takeaways you don’t want to miss: >> Why 2018 is The Tipping Point >> How to Compete and Win in Today's Market >> Turning Breakdowns into Breakthroughs >> Steps to Get Started With Digital Marketing >> Learn More About
I'm so thrilled to bring you our special guests here today, which are none other than Jeremy Williams, the founder and CEO of , and special guest , your mortgage man with . What are we talking about here today? We're talking about, a really cool tool that helps you automate your approval letters. How often are you frustrated and challenged with having to update approval letters, having to log into your clunky system when you're not in front of a computer, and maybe your mobile version of that doesn't work too well. How often are Agents frustrated because they got to contact you on weekends or nights to give an updated approval letter, because the price has changed, negotiations have changed, terms and so forth. If you're looking for a cool way to alleviate you from a lot of that low ROI producing work, low dollar value work, of just updating some basic numbers and a pre-approval letter and having to reissue that multiple times in a week or a month, well could just be the right solution for you as you'll hear about from our two guests today. As a matter of fact, you'll hear from Sam who has been able to leverage in such a way that it's allowed him to grow his business. Sam's already a 30 million dollar producer. As a matter of fact, you'll hear his story about how has helped him raise his loan volume, grow his loan production, and has helped him be more successful in partnering with agents, grabbing their attention and adding value to their business, earning more referrals. Biggest takeaways you don’t want to miss: How Does Steadkey Work? Are You Giving Up Control? Automating Your Pre-Approval Letters Why Realtors and Clients Love Steadkey Get in Touch With If you enjoyed this episode, please share with your colleagues & friends and leave a comment below letting us know what you thought.
This week we've got an amazing guest, somebody whom who I didn't know was even a listener of the podcast until somebody introduced me to him, and said, "hey, have you heard of this guy in San Luis Obispo area of California? Jeremy is a guy who has got a very unique and different approach to business, but to give you some stats, I mean what did he do? In 2016, 400 units, 92 million. 2017, 99 million, was just a little shy of that magic hundred million dollar mark, and the guy's just a rockstar. So we've got a hot seat session, where I walk through Jeremy's process for how he partners and works with Realtors. By the way, Jeremy will point out to you that his approach may not be appropriate for all, but I think there's some really key lessons in here that you'll get from the mindset on working with agents, and really what he spends most of his time doing, which is what I said at the beginning, is talking to people who want to borrow money, or talking to people who can send him referrals of those people who want to borrow money. By the way, out of those 400 units that Jeremy does, 35 of them are refinances, 35 out of 400. And so you hear Jeremy of course talk about his team, right? Whenever I interview a top producer like this, a mega producer, I want a breakdown of the structure of the team, so what you'll hear again is that Jeremy is the rainmaker, does not have junior LOs out there producing units in volume for him. So we're going to get into his process, his team, what he does to attract, capture and convert real estate agents, and the real key takeaway from this one is his cross-selling of listing agents. You'll hear how Jeremy actually gets written in on the MLS to be a cross-qualifying loan officer on many many different transactions. He's got about four or five agents that are doing this for him, and it's really producing a lot of business for him on a regular basis. So that is one definite takeaway strategy you should apply from this week's episode of , so I hope you enjoy it.
Good News! I'm finally over my upper respiratory infection! I got my voice back, my energy restored and I'm ready to step up the content and value for you in 2018 in a BIG way! Thanks for being with me along the journey. I appreciate you! Speaking of doing things in a BIG way, my guest for this weeks podcast episode is a MEGA producer. has funded over $2.5 Billion in loans since he began his career in 2001. Before you "assume" that Joe's production numbers are partly from a team of Junior LO's, take a pause and listen because Joe is the sole originator that brings in that business volume. You'll how Joe's team is structured to allow him to spend the bulk of his time talking to clients and referral partners. You may not have aspirations of closing $2.5 Billion in loans but if you're a listener of , I know you have aspirations to grow and improve. This will help you! Biggest takeaways you don't want to miss: >> How to Hit $100Million Within Your First Four Years >> Structuring Your Day for Maximum Profit >> Your #1 Priority to Grow Loan Volume >> How To Build You Dream Team >> Joe's Newest Venture If you enjoyed this episode, please share with your colleagues & friends and leave a comment below letting us know what you thought. Or, you can . That way, it helps other professionals discover the show. Finally, you can or to get all new episodes when they are released.
Hey listeners, Geoff Zimpfer, welcome to another episode of Mortgage Marketing Radio. So glad you are here and we are doing another quick session on CRM. What is CRM you ask? Customer Relationship Management. There's three key areas that if you're gonna be a highly effective and productive loan officer, you gotta master these three areas. We've got to be good at not only task management and getting stuff done. We've got to be great at communication and tracking our communication so that we're informed, so that we're making sure the conversation is moving forward in a very intentional way. Task management, communication tracking and then the other key piece to ... a pillar of your business is marketing and marketing both for consumer based marketing, past client database marketing, staying in top of mind, staying in touch, being aware, being ready and able to know where people are in their journey of you managing their mortgage. God forbid, how many stories can we tell about loan officers missing out on a refi or a new purchase opportunities just because they didn't talk to the past client database. CRM can help you take care of that. CRM can help you more effectively capture, nurture and convert and build trust with your leads. CRM can help you co-market with your referral partners to add value, to not just be a vendor but to be a true partner and to provide solutions and services for them to help your realtor partners be able to effectively capture, incubate and convert more of their leads. The list goes on and on and on about how many different things a CRM does for you to make you really that much more productive and efficient. My special guests today are Chase Diamond and Eric Gemme from . Its built from the ground up for mortgage specifically and only, so it's not a snap on and add on, it's not an after thought, it is built and designed as a mortgage business growth platform for you, whether you're an individual loan officer, you're a growing team or you're a company, an enterprise, listening to this. is the most feature rich mortgage CRM designed to help serious mortgage professionals conquer the market. Biggest takeaways you don’t want to miss: >> Three Key Area CRM Helps You Make More Money >> What Should You Look for in a CRM? >> Can CRM Help Me Become a Modern Mortgage Pro >> Automating Your Marketing >> If you enjoyed this episode, please share with your colleagues & friends and leave a comment below letting us know what you thought.
I am such such a big fan of my guest this week Kelly Resendez she’s the EVP of Sales and Business Development for Paramount Partners Group which is a division of Paramount Equity Mortgage. Kelly is just a rock star. She’s a top producer consistently ranked in the top 1% at every company she’s worked at over 20 years in the industry. Since 2011 she’s been the EVP of Sales for Paramount Equity Mortgage. Kelly has the plan, the tactics and the strategy for helping you become more efficient and effective in your business. Kelly just published a brand new book: . You can also check out the Free resources available on her . Biggest takeaways you don’t want to miss: Mindset Before Goal Set (Discover Your Roadblocks) >> Creating and Nurturing REALTOR Relationships >> Daily Disciplines that Get Results >> Database Management: Get Three Loans for Every One You Close >> What to Do if You’re Not Feeling Passionate >> And More… If you enjoyed this episode, please .
I'm thrilled to have dynamo Mortgage Originator Tammy Saul of as our guest on this episode. Tammy has built her business from the ground up. As a former attorney she transitioned into being a Mortgage Originator back in 2004 [literally by accident] with no intention of staying beyond the three months, here she is 13 years later. Tammy and her husband have grown into a substantial business funding $75Million dollars in 2017. How'd they do it? As you'll hear Tammy describe on this episode, she's built a phenomenal support team that allows her to do what she does best - originate loans. Biggest takeaways you don’t want to miss: > Tammy's Journey from Her Basement to $75 Million >> How to Hire the Right People on Your Team >> Attracting Agents Through Education >> What Drive's Tammy to Be a Top Producer >> Her Core Systems for Success >> What's Next for Tammy? $100Million + If you enjoyed this episode, please share with your colleagues & friends and leave a comment below letting us know what you thought. Or, you can . That way, it helps other professionals discover the show. Finally, you can or to get all new episodes when they are released.
What does it take to achieve 4x growth factor as a Mortgage Loan Originator? Our special guest Dominic Dangora shares how he grew his funded loans from 60 to 236 did it and how you can too.
My special guest for this weeks episode is Stacia Weishaar. After an extended hiatus from being a Mortgage Originator, she decided to re-enter the business and start from scratch. For 2017, Stacia is on track to fund over 100 units and achieve over $40 Million in closed loans. For 2017, Stacia is on track to fund over 100 units and achieve over $40 Million in closed loans. Stacia has a very intentional approach to building her business. In fact, her mission statement includes creating "delightful refuge" for her clients and partners during the mortgage process. How's that for unique? Biggest takeaways you don't want to miss: >> How to architect your ideal mortgage process >> How to deal with "what's your rate" >> Creating a 5 star customer experience >> Building your winning team with less stress >> Time blocking to get more done in less time >> How to easily get online reviews In today's noisy world it's critical we create a process that builds trust and differentiates us from the myriad of options today's consumer has. How do we do that? You start with getting clear on your intentions and then build a plan and team to support you in achieving your vision. That's where Stacia excels. You'll hear exactly how she positions herself with clients and partners to be in control of the process, allowing her clients to feel safe in choosing her as their Mortgage professional. Links Mentioned:
is a Mortgage Loan Officer up in the Bay Area of Petaluma California. Michael is tracking to fund over $60 million and over 100 units for 2017. When I saw him speak onstage at Todd Duncan’s Sales Mastery event I literally took two pages of notes in the short session that he had. He doing so many interesting and leveraged things with video. How would you like to create a predictable referral process when an agent refers you to a potential buyer? Usually that's a broken process. They don't necessarily have the right language and maybe they do the three cards approach. But here's the thing. You have an opportunity to add tremendous value to the agents when they refer you to buyers. You'll hear Michael unpack how he does this by creating a video for each specific core Agent that he works with. Imagine a video where the agent simply sends an email with a link to your video that edifies that the client has made a smart choice in choosing the Agent who's referred you. How about all the various milestones stages in your loan process? For example: “You’ve just completed your application, here's what you can expect next.” So what's cool is Michael has architected this Five-Star borrower experience and a five star REALTOR experience and that's what separates you from the price shoppers. Oh, that $60 Million that Michael’s funding this year, 80% of that comes from just seven agents. He works less than 40 hrs. per week doing $60Million! Area you interested in hearing how Michael does it? Enjoy this weeks episode! In this interview, you’ll learn: How to Create Simple Videos that Capture Agents and Clients Creating a Predictable Agent Referral Process Designing Your Five Star Customer and Agent Experience Going Deep vs Wide With the Right Agents
I'm thrilled to bring to you my very special guest Wessal Khader with ListReports.com Wessal is the COO and co-owner of What is ? It’s an amazing marketing platform to help agents with their marketing. What's included with ? Open house and promotional flyers single property Web sites, customized property reports, just listed and recently sold text alerts that look beautiful, neighborhood reports with full color graphics that include things like the nearest Starbucks, schools, local parks and even the nearest gyms. How about awesome looking sign riders with custom, texting options? An open house sign in process with a texting option for those who want to receive property details via text. Want to get all the info on the property? Just text a number and and both you and the agent get updated get put into the system get automatic follow up. The best part about is how easy it is to instantly create a suite of marketing resources for your agents. With a few clicks, you can create pretty much everything listed above with a click of a button. In this interview, you’ll learn: How to Use to Ignite Your Agent Activity Presenting a Powerful Unique Value Proposition How to Instantly Create Value for Agents Using ListReports to Capture More Agents and Clients
I often say that success with Realtors many times comes down to the Law of Large Numbers. Most officers simply aren't getting in front of enough realtors and when they do they are looking and sounding like every other loan officer in town. So on this episode we're coming back to talk about and why I believe it is the number one way for you to capture and convert real estate is profitable. I'm so excited to Brandt Sthor's story on this episode. He gave his very FIRST CLASS EVER and got two loans and made six thousand dollars in commissions from his very first class. What other method of prospecting agents can you meet less than 10 agents and get two loans referred you from that one class and make $6000? If you want to get started teaching Agent classes, check out to learn more about a complete blueprint for success - just like Brandt did! In this interview, you’ll learn: How to Get Started Teaching Agent Classes The Magic of Teaching vs Selling How Brandt Made $6K from His First Agent Class Lessons Learned from Brandt's First Class Thanks for listening!
My special guest has become a mentor of mine for a variety of reasons. He’s got years of experience as an entrepreneur and business leader for the past 15 years as a mortgage originator. He’s built one heck of a successful team in the Arizona market. Todd grew a mortgage bank from five to 85 employees in four branches and he took the lead role in developing and designing a coaching program for originator’s leading to being in the top 30 ranked mortgage originators in 2015 and yielding more than 540 close loans $113 million in loan volume. Todd recently rolled out a fantastic activity planner called for Loan Officers and for real estate agents. The concept is winning the day by noon and so in this conversation Todd and I address some of the roadblocks that most originator’s and agents face when it comes to get things done and achieving their goals. In this interview, you’ll learn: How to Get Control of Your Day Secrets of Highly Productive Top Producers Does Time Blocking Really Work? The #1 Reason Loan Officers Underperform The Win By Noon Planner: And More… Thanks for joining us on this week’s episode of Mortgage Marketing Radio. If you enjoyed it, please share with your colleagues & friends and leave a comment below letting us know what you thought. Or, you can . That way, it helps other professionals discover the show.
Are you looking to hire the best candidates for your team? Looking for that ideal Junior Loan Officer, Processor or Assistant? Have you ever thought you had the right person but soon realized they weren't right for the role they were hired for? Salespeople can interview really well. But often times that's the last good sale they made - getting the job! They don't perform as you expected. Does any of this sound familiar? My special guest today is the CEO and Co-Founder of . helps take the guesswork out of hiring and helps you find and hire the best candidates for your team. They'll post your job, help you write a compelling job description and their algorithm helps you narrow your search so you only engage with the most qualified candidates. How do they do this? automatically screens candidates using the DISC assessment. Our special guest today is Jay Niblick, CEO and Co-Founder of . Jay will share why the DISC profile is the most reliable and accurate method for identifying the ideal people your looking for. Learn more and get your Free DISC assessment by visiting
For over 30 years, Jen Du Plessis has been at the top of the mortgage lending industry. She has been named in the Top 200 Loan Originators in the U.S. more than five times and is the founder of Kinetic Spark Consulting, LLC. Jen is passionate about helping others in the mortgage and real estate industry offering educational training, consulting, and coaching. She has helped numerous clients achieve their personal, professional, and management goals. In this interview, you’ll learn: What it means to be a modern mortgage originator What is DNA of a successful loan officer How to move from loan officer to trusted adviser Selling advice vs. price Links we mentioned:
What's the most important asset in business? Trust. Trust is the result of repeated truth. Todd Duncan shares how you can build trust and achieve a business breakthrough.
My special guest today is Dru Brents, CEO and Founder of PreApp 1003. So what is ? It's a complete, cloud-based, text-initiated, mobile friendly, mortgage pre-qualification system. It's completely personalized — branded to you — even with a video greeting. It's simply the most efficient way for you, the loan officer, to pre-qualify a prospective borrower, all from a mobile device. helps from the point of referral, keeping your referral partners notified and updated as your clients complete the 1003, get pre-approvals and more. Show notes and links for this episode can be found at mortgagemarketinginstitute.com/52
Want to know the secrets the big boys use to generate online consumer direct leads? As the CEO of , our special Guest Andrew Pawlak reveals the exact offers, funnels and lead magnets that generate a flood of consumer direct leads. Links Mentioned:
We have arrived at Episode #50! Woo-hoo! I want to thank you the listener for your continued support as we've grown the podcast over the past year. It's been a labor of love and I appreciate the positive words of encouragement some of our listeners have shared. You can send your feedback to We're celebrating Episode #50 with a very special guest. closed 560 loans in 2016 and ranks as the #1 VA lender in Metro DC, Top 100 on Scotsman Guide and Top 1% of Originators in America. Rick and I agree that most relationships between Loan Officers and Realtors is, quite frankly, broken. In his newly released book, , Rick offers his solution for fixing how loan officers, Realtors, and Loan Officers can create partnerships that accelerate business and growth for long-term results. Hang out and listen as Rick shares his systems and process for designing a business that allows you to still have a life while scaling your volume. Resources and Links Mentioned: Rick's Book:
This week we're talking with Ryan Leopold, Co-Founder of and Derek van Dam, Sales Manager with . To be a modern mortgage originator you must be mobile friendly. What does that mean?It means more than just having an online application. It means having a mobile friendly client and referral partner experience that makes it easy to engage, refer and convert. What if you could have a personalized presence on all your clients and referral partners mobile phones? What if you had an app that kept you top of mind, connected to your clients and partners and provided you with reporting every time someone used or shared your app? Our guests on today's show will reveal exactly how you can do that and more. Listen and learn how you can become mobile friendly and get more business today. Resources & Links Mentioned: Ryan Leopold Email: Derek van Dam Email:
What does it take to originate over $434 Million in loans in a single year? Our guest answers that question and many more on this episode. Shant Banosian is Guaranteed Rate’s #1 loan officer nationwide with 1136 closed units and $434.5 million in funded loans in 2016 alone. has ranked Shant as the #1 Loan Officer in Massachusetts several years in a row. Shant has found success in the mortgage business for many reasons as you'll hear on this episode but most notably for always putting the customer first. An impressive 98% of his clients would use him again, and he continues to grow his business thanks to word-of-mouth referrals. Whether your goal is to get to the next level in your business, implement better systems for growth or just fine tune your sales process, Shant reveals his best practices for building a profitable business any Originator can learn from.
Our special guest for this episode of Mortgage Marketing Radio is Vince Kingston. He's built an amazing business based on . Listen to Vince as he reveals his process and system for teaching several CE credit classes each month, how he fills the room and his simple, automated follow-up plan that gets him $4-$5 Million in loan closings every month. Links Shared During Podcast:
In this episode, Author Susan Meitner shares her journey from newbie Loan Officer, recounting her accomplishments and disappointments along the way to over $40Million in personal production and becoming CEO of Centennial Lending Group. She’s also the author of Crazy Lucky Girl which is full of fun, valuable, and relatable advice wrapped up in the memories and life lessons of her long career as a Mortgage Originator and now CEO. The business Susan created was born from her life experiences, hard work, resiliency and passion for the mortgage business. What You’ll Learn from This Episode: How to Face Your Fears and Find Your Strengths Dealing With Rejection How to Ask for [and Get] Referrals Systems to Grow Your Production The Importance of Loving What You Do And More… Resources Mentioned Susan’s Book: Crazy Lucky Girl Susan’s Company: Centennial Lending Group
Ep # 415: How Top Agent Liz Johnson Built a Referral Network of 176 People Helping Her Sell Over 100 Homes a Year We're mixing it up a little bit and taking a pause from our discussion of The ONE Thing book. Today we’ve got a dynamo of a woman for this episode. My guest this week is Liz Johnson of Keller Williams. She’s a cop’s wife and an ex-cop herself, a mother, combat veteran, entrepreneur, and so much more. Liz is a highly successful real estate agent from Washington State, but she hates cold-calling, so she came up with a unique approach to networking and engaging with her sphere of influence. Liz and I dig into her unique referral program consisting of 176 MVP's or "Most Valuable Partners" and her suggestions on how you can do the same. If you want to learn more on how to leverage your sphere of influence, improve your referral rate, and more, check out Liz’s book: Perk Your Sphere: Reward Those Who Reward You on Amazon. In this interview, you’ll learn: Liz’ Background and Her Book The Beginnings of Her "No-Cold-Call" System Marketing, Team Structuring, and Branding Qualifying for Program Membership Maximizing Facebook and Newsletters for Marketing Lessons Learned and Roadblocks …and more! Thanks for Listening! Thanks for joining us on this week’s episode of Mortgage Marketing Radio. If you enjoyed it, please share with your colleagues & friends and leave a comment or rating below letting us know what you thought.
On this episode we continue our discussion from the book The ONE Thing. A common response from Loan Officers when sharing the principles from the book is that it’s impossible focus on ONE thing and to not be interrupted during an average "day in the life" of a Loan Officer. Success does not mean perfection. It’s not about avoiding distraction every minute of every day. The perfect, uninterrupted day is impossible. The goal is to figure out what matters most, and when you’re doing that ONE Thing, eliminate distraction. I time block. If you looked at my calendar, you’d see regular appointments with myself to do my most important work. That’s when I avoid distractions at all costs. Think of it like going to movies. You’re there for ONE Thing—to see the film. Because you’re really clear about that, you turn off your cell phone, you grab snacks in case you get hungry, and you probably even make a pit stop before you go in. All this so you can have an uninterrupted experience. What’s Star Wars ONE Thing? Making awesome movies right? Did you know Star Wars sells $10Billion in movie related toys and apparel but has only grossed about $4Billion from its movies? So making movies is Star Wars ONE Thing. Focusing on that creates an audience of loyal fans and a distribution channel that’s worth billions. When you time block your most important work and treat it like going to movies—you build a bunker around avoiding distraction and amazing things happen. When you start thinking of your days this way, the burden of always having to be “on” diminishes and you end up accomplishing more. How do you discover what your “one thing” is? You simply ask yourself in any given area of your life, “What’s the one thing I can do, such that by doing it everything else is easier or unnecessary?” Of course its not just ONE Thing forever but one step at a time. In other words, absolute focus on that ONE, most important thing at that time that will move your closer to your outcome – one step at a time. Success is sequential, not simultaneous. Its one step at a time; ONE thing at a time; It’s not your one and only thing. It’s the ONE Thing right now. Your ONE Thing is always tied to your destination. At any given moment it is your most levered action – your first domino – that starts it all and gets you the most bang for your buck. We can’t do everything, but we can do ONE Thing that matters most at any given moment in time. Over time, a pattern can emerge around your career, skills and passion. For me, my ONE Thing always comes back to teaching, coaching and sharing content in one form or another. That’s my ONE Thing. What’s your ONE Thing? Listen to today’s episode. I hope it helps you get clarity and focus on your ONE thing – for right now. What You'll Learn on This Episode: • The Domino Effect • Success Leaves Clues • Discovering Your ONE Thing Thanks for joining us on this week’s episode of Mortgage Marketing Radio. If you enjoyed it, please share with your colleagues & friends and leave a comment below letting us know what you thought.
We're continuing our discussion on The One Thing and using the book of the same title as our basis for today's topic that I call The Six Lies of Success. In the book; The ONE Thing, there are six beliefs (or lies) in our heads that are reinforced through history, stories, modern media and well meaning friends and family. Often times myths and mistruths are repeated so often the start sounding like the truth. How often do you find yourself saying " I need balance" or being so busy you multitask your way to overwhelm? Do you find yourself feeling like you need to "get a life?" Do you rely on willpower only to find the well of willpower runs dry fairly quickly? If we're going to maximize our potential and be the best version of use we can be, we need to stop the lies. Buying into The ONE Thing can be difficult because we've bought into so many other things. But how's that working out for ya? More often than not, those "other things" muddle our thinking and sidetrack our success. This episode will help you recognize the success lies, free up your mind and embrace The ONE Thing with an open mind.
As I speak with Loan Officers across the country, I hear a recurring theme that goes something like: "I don't have enough time to get stuff done" "I can't get any real work done with all these fires to put out." "I know I should be ___________ but I just can't seem to find the time." Do any of these sound familiar? On this episode we're getting started with time blocking. It's a critical discipline most of us need to get better at if we want to be more productive. We're starting simple on this episode because time blocking is a learned skill. We want to get some quick wins and this episode will help you get started with some basic time blocking to take control of your day, your focus and your results. The great thing about time blocking is you can see the results quickly. You'll feel good and be eager to keep going. In this interview you’ll learn: • How to Get More Done in Less Time • The Value of Time Blocking • A Simple and Easy Way to Get Started • The Importance of Taking Breaks • Quick Start Tips for Time Blocking
What’s your perception of someone who’s written and published their own book? Does being a published author help position someone as an authority with celebrity and expertise? one in a million bookYou’ve heard it said: “perception is reality.” On today’s episode you’ll hear from top agent Erik Brown who’s leveraging his self-published book to elevate himself in a competitive market, taking control of how he’s perceived as unique and different from other agents. Erik uses his book as a highly valuable business card. People toss away business cards. They don’t toss away books. People take books with them, they share them and they stay top of mind on the desk or coffee table. With a book, you can educate your target market on how to choose an agent or Loan Officer. You can insert various calls to action, driving people to your website or social media. Erik uses his book as part of his marketing funnel and includes a copy of his book with his pre-listing package. It's also a good qualifier when you ask prospects "would you like a free copy of our book?" In this interview you'll learn: The A.C.E. Marketing Formula Using BombBomb to Create Trust and Connection How a Book Increases Your Lead Conversion Pre-Selling People Before You Even Meet Them What Should Your Brand Be? How to Attract Top Agents Thanks for listening! Thanks for joining us on this week’s episode of Mortgage Marketing Radio. If you enjoyed it, please share with your colleagues & friends and leave a comment below letting us know what you thought. Or, you can leave a rating & review for Mortgage Marketing Radio on iTunes. That way, it helps other professionals discover the show. Finally, you can subscribe on iTunes or Stitcher to get all new episodes when they are released.
Nobody arrives at the top of success mountain alone. Everyone who has achieved anything of significance has had help along the way from a mentor, coach, parent, teacher or someone who helps guide us along our path. It's an honor to have executive coach Bill Hart as our special guest for today's show. Bill has spent the past 27 years in the real estate and mortgage industries and has been an executive coach with Building Champions since 2003. He's had literally thousands of coaching sessions and understands what it takes to succeed in any market. In this session, Bill shares his expertise on how to stand out and rise above the noise of a competitive market. Do you want more engagement and response from agents? How about a workable social media plan that attracts your ideal clients? Bill also shares how to adapt your business and marketing plan to align with your unique personality type. You don't have to be anyone else but you. Being you IS your competitive advantage because your authentic self is what people connect with most. In this interview you'll learn: How to use video to connect with people the right way Bill's best practices for using video even if you're camera shy Getting clear on what you really want in your business and your life How to create a meaningful action plan The importance of an accountability partner Why discipline equals freedom Links we mentioned: Building Champions Business Plan Template The Boot Campaign Building Champions Coaching Bill Hart Website Email: bill@buildingchampions.com Thanks for listening! Thanks for joining us on this week’s episode of Mortgage Marketing Radio. If you enjoyed it, please share with your colleagues & friends and leave a comment below letting us know what you thought.
Our special guest for Mortgage Marketing Radio this week is Loan Officer Jeff Kadlec with Finance of America in Scottsdale, AZ. Jeff is a seasoned mortgage banker in Phoenix Arizona that enjoys consulting with REALTORS® on how to leverage video marketing on a low budget and close 50% more deals every month doing what they love. For more than 25 years, he has exemplified exceptional management and leadership within the mortgage and banking industries. Jeff has worn many hats in his career- Originator, REALTOR®, Branch Manager, Vice President, Private Lender, Entrepreneur and Real Estate Investor. Jeff is a member of Powerful Presentations Master Class. You’ll hear how Jeff is leveraging the done4u Agent classes included in Powerful Presentations to quickly and easily attract and convert agents to referral partners. Listen to this weeks episode and hear how Jeff is no longer chasing agents because agents are now attending his classes which puts him in control. He chooses which agents he considers as part of his team. He knows exactly where his next purchase referrals are coming from because he has an active and growing base of productive agents. Enrollment in Powerful Presentations Master Class is only open a few times through the year. If you want to learn more about the program, just go to www.GetPowerfulPresentations.com In this interview, you’ll learn: ● How you can get more agents and more loans in less time teaching agent classes ● Why teaching agent classes is far more effective than “chasing agents” ● Putting the “law of large numbers” to work in your favor ● Jeff’s process for kicking off each class ● The benefits of teaching vs. selling ● Best practices from Jeff to succeed with agents on your terms Links we mentioned: ● http://getpowerfulpresentations.com/ ● https://www.facebook.com/jeffpkadlec?ref=br_rs ● https://www.linkedin.com/in/jeffkadlec/ ● http://staged.peoplesmortgage.com/loan-officer-team/broker/Jeffkadlec/
Ep #37 How One Simple Video Ignited this Loan Officers Business Our special guest for Mortgage Marketing Radio this week is Branch Manager at Gateway Mortgage Group in Keller, TX. I saw a video Jeff recently posted on his Facebook page and was blown away by the engagement, views and shares he was getting. Especially considering this was his very first mortgage related video he ever posted! Jeff did what most don’t. He took action! He grabbed his smartphone, pointed it at himself and recorded a short video with the following topic: The 3 Most Common Barriers That Keep People from Buying a Home. What happened next for Jeff is amazing! Within days he exceeded over 1,000 video views, had multiple shares, agents shared his video to their own Facebook pages and he got meetings and referrals! What’s stopping you from doing the same? You! Let Jeff’s story be an inspiration for you to finally get started with video. It could be the one thing that ignites your business like it has for Jeff and others. In this interview, you’ll learn: ● Good reason to start posting videos ● How a single video can help you got an actual business ● An example of lead generation strategy ● How to find a topics for your videos ● How to overcome you preconceived challenges in video creation Links we mentioned: ● https://www.facebook.com/jeff.chisum.39 ● Jeff Chisum Video 1 ● Jeff Chisum Video 2 ● http://www.gatewayloan.com/officers/jeff-chisum/ Want access to more helpful resources and content? Join our Free Private Facebook Group. Go to www.MMIPrivateGroup.com
Our special guest for Mortgage Marketing Radio this week is CEO @ leadPops | Business Coach | Author Mortgage, Real Estate, & Insurance Marketing Expert Andrew Pawlak. LeadPops develops lead generation technology and marketing solutions for mortgage brokers, loan officers, Realtors, and insurance agents that are sick and tired of spending money on marketing that doesn’t work like it should. While most other companies build websites and landing pages that serve as “online brochures” with little or no thought as to how to convert your traffic into leads, leadPops focuses on creating digital experiences and lead conversion tools that entice potential customers to take action. Getting a bunch traffic without converting leads is like running the A/C and leaving all your windows down, but a LOT more costly. As the only Conversion as a Service (CaaS) platform serving the mortgage, real estate, and insurance industries, LeadPops helps clients increase sales by converting their anonymous web visitors and into tangible, qualified leads. With leadPops, you get the information you need to build relationships and make more sales. So what does all this mean for you? Well, if you’re doing ANY of the following: Online Marketing, email marketing, social media, affiliate websites, blogging, content marketing, display advertising, organic SEO, local SEO, pay per click, retargeting, video, webinars, etc. Offline Marketing, direct mail, flyers, events, magazines, newspapers, radio, seminars, signage, television, etc. Referral Marketing, networking groups, affinity, BNI, meet-ups, REALTOR® co-marketing, builder co-marketing, credit repair co-marketing, insurance co-marketing, financial advisor co-marketing, CPA co-marketing, attorney co-marketing, etc. …and you haven’t optimized to convert leads, you’re missing out on clients and opportunities daily. In this interview, you’ll learn: What is LeadPops How to get traffic to your website as a loan officer Best practices and fresh ideas in terms of starting with social media Community page vs personal page vs business page Website optimization for leads generation Links we mentioned: https://leadpops.com https://www.linkedin.com/in/andrewpawlak/ https://www.semrush.com/ https://www.zillow.com/ Thanks for listening! Thanks for joining us on this week’s episode of Mortgage Marketing Radio. If you enjoyed it, please share with your colleagues & friends and leave a comment below letting us know what you thought. Want more truth in Mortgage Marketing? Join our Private Facebook Community: www.MMIPrivateGroup.com
Ep #35: Branding Lessons from a Top Agent Selling 120 Homes per Year Today we’re doing something a little unique. Our special guest this week is Mike Bjorkman. He’s a top producing Real Estate Agent, selling an average of 10 home every month. Mike is a stud. He’s completed over 4,500 real estate transactions and currently manages over 350 residential properties. Mike is also a well known author, national speaker and trainer for some of the top agents across the country. He has been awarded a seat on the Top 5 Advisory Board and has made his biggest priority protecting, serving and educating his clients. What you’ll hear is some ideas on how you can position yourself in your local area as a mortgage loan originator and begin to build your brand and your presence so you attract top agents and consumer business to you. If you like today’s episode and want us to feature more top agents and talk about how we as loan officers can be more effective in attracting and converting real estate agents to referral partners please let me know. In this interview, you’ll learn: ● How to build your personal brand ● Effective social media branding strategies ● How to get in front of the right Agents ● Importance of the relationship with Real Estate Agents ● What NOT to do when prospecting Agents Links we mentioned: ● http://mikebjorkman.com/ ● https://www.facebook.com/mike.bjorkman ● https://twitter.com/mikebjorkman ● http://clubwealth.com/
Episode #34 How to Build Your Brand and Boost Your Business With Video Today we’re unpacking this whole concept of video marketing. You’ll hear the best practices on how to incorporate video into your business even if you don’t like to be in front of the camera and do not know what content to produce. If you’re not doing video yet, hopefully after listening to this podcast you will. Our special guests for Mortgage Marketing Radio this week are Ryan Christensen and Ryan Hills of The REsource.tv Here is what they say about themselves: “We at the Resource.tv are committed to keeping you on your feet in the real estate industry. We'll make you laugh, think twice about what you're doing with your business, help you step up your personal expectations, laugh again & get an insider scoop into what's soon to come in the real estate industry without being boring and stuffy.” In this interview, you’ll learn: ● Type of videos that get watched the most ● History behind “The REsourse TV” ● The reasons of the “Loan Officer Video Reluctance Syndrome” ● How to start using video in your business ● New service “Facebook Live” ● Tips on the apps, software and equipment for video creation Links we mentioned: ● http://www.theresource.tv/
Episode #33 The World’s #1 Small Business Guru Our special guest for Mortgage Marketing Radio this week is Michael E. Gerber. Inc. Magazine calls Michael E. Gerber “the World’s #1 Small Business Guru.” He’s an entrepreneurial and small business thought leader who has impacted the lives of millions of individuals and hundreds of thousands of companies worldwide for over 40 years. As Michael states during our interview, what we do in our in our job activities is not about the day-to-day stuff. The opening and closing loans, meeting with real estate agents and it’s not about just making money. Michaels conviction is that our work needs to be about something more, something bigger. Without purpose and meaning, the routine activities eventually burn us out and it never becomes enough. We don’t want to spend a lifetime doing something that doesn’t give our life meaning. Michael is the author of the mega-bestseller “The E-Myth Revisited” and five other E-Myth books concerning small business and entrepreneurship. Michael has also created an immersive experience called The Dreaming Room: Design, Build, Launch & Grow™ Through the Dreaming Room, Michael helps entrepreneurs and business professionals discover the means to create a new company, or transform an old one, while going to work ON his or her business and life, rather than just IN it — unfailingly reflecting his or her transformational resolve into the actions needed for a company and ones life to flourish. In this interview, you’ll learn: ● How business can be an exciting metaphor for “the way” ● Michaels McDonalds epiphany ● The “mechanics” of a successful business ● What is “The Dreaming Room” ● No “meaning” and no fulfillment Links we mentioned: ● http://www.beyondemyth.com/dreaming/ ● http://www.beyondemyth.com/ ● http://michaelegerbercompanies.com
Ep #32: How to Automate Your Social Media Marketing When it comes to being active with Social Media marketing, I find Loan Officers are usually in one of three categories. 1) I’m on Social but not getting much ROI 2) I don’t have time for social and not sure what to post 3) My company prohibits me from using social media for business If you fall into any one of those categories, today’s episode is just for you! Our special guest for Mortgage Marketing Radio this week is Jason Lutz. As COO of Derivian Group, Jason is responsible for developing technology to help grow Loan Officers’ digital footprint, driving more business to Loan Officers while improving the consumer’s experience. In essence, Jason’s job is to help you leverage Social Media to stand out, rise above the noise and get clients by working smarter with Social Media and digital tools. So whether you’ve been tinkering with Social Media without much return, you’re a seasoned pro getting monthly referrals or you’ve shyed away from Social Media because of your company’s compliance policy; today’s episode will give you helpful insights into how to make the best of your unique situation. Jason’s company Derivian Group has a host of products, apps and tools that are incredibly useful and beneficial to you in your business. Here’s Just A Few Examples: Rate Alert LO Socialbot BuyerZapp In this interview, you’ll learn about: ● Auto-posting of engaging custom content for Loan Officer on Social Media ● Why you should never post articles from the third-party sources on your social media ● Best practices on frequency of content posting ● What you can do if your company doesn’t allow you to post on a social media ● Capture More Business With: “RateAlert”, “LOSocialbot” and “BuyerZapp” ● How to measure the ROI of social media ● How people buy today Links we mentioned: ● https://www.losocialbot.com/ ● https://ratealert.com/ ● https://buyerzapp.com/ ● lutz@derivian.com ● http://www.derivian.com/ ● https://itunes.apple.com/us/app/rate-alert/id979304599?mt=8 ● info@mortgagemarketinginstitute.com/
Episode #31 The One Word that Can Change Your Life Can one word really change your life? When it comes to New Year’s resolutions and goal setting most people give up on their resolutions and loose focus on their goals. What if there was an easier way to achieve your goals and become the best version of you possible? Instead of creating endless goals and resolutions, what if you could choose just one word that would become your driving force for the year? No goals. No wish lists. Just one word. Best of all… anyone, anytime can discover their word for the year. Our special guest for Mortgage Marketing Radio this week is Jimmy Page. Jimmy serves as a Vice President of Field Ministry and the National Director of the Health & Fitness ministry for the Fellowship of Christian Athletes. Growing up in the snow-country of Rochester, New York, he became a three-sport athlete in high school and went on to graduate with two degrees from Virginia Tech. For nearly twenty years, he has been a leader in the health and fitness industry, operating wellness facilities affiliated with Sinai Hospital and Johns Hopkins. Jimmy is also a certified Nike Sports Performance Coach and hosts a radio program called Fit Fridays, blending spiritual, mental, and physical health principles that promote abundant life. One Word that Will Change Your Life will inspire you to simplify your life and work by focusing on just one word for this year. That’s right! One Word creates clarity, power, passion and life-change. The simple power of One Word is that it impacts all six dimensions of your life – mental, physical, emotional, relational, spiritual, and financial. Simply put, One Word sticks. There is a word meant for you and when you find it, live it, and share it, your life will become more rewarding and exciting than ever. In this interview, you’ll learn: The difference between new year’s resolutions/goal setting and the “one word” approach 3 step process to change your life and become a better version of yourself The influence and importance of your “inner circle” One word success case studies Your Life Word to leave a legacy Links we mentioned: http://getoneword.com/ https://twitter.com/getoneword
In today’s episode our special guest is CEO and founder of Mortgage Coach. Mortgage Coach is a powerful platform that helps position you as a trusted adviser among your clients and referral partners and provides a way for you to deliver information in a concise and understandable way that helps you convert more clients and referral partners. What is a modern mortgage professional? Today people living and breathing on mobile. The days of traditional fee sheets and confusing printouts are quickly waning. Today, consumers demand user friendly graphs, charts and video that make it easy to consume, digest and share mortgage information. Dave Savage calls it a “Total cost analysis.” Dave Savage, founder of Mortgage Coach, has over twenty-seven years of experience as a mortgage executive, business leader, and mobile technology pioneer. By launching Mortgage Coach, Dave has helped tens of thousands of loan officers and millions of homeowners make confident, informed mortgage decisions. Dave is passionate about leveraging mobile technology to reinvent the home buying experience. Dave is a recognized leader in the mortgage industry for his contributions to improve the professionalism and quality of advice that originators provide homeowners. As a mortgage industry leader, Dave has been a speaker at many major industry events, and before Mortgage Coach, Dave was one of the nation’s top loan originators and President of a national mortgage company. In this interview, you’ll learn: ● What it means to be a modern mortgage professional ● What is DNA of a successful loan officer ● How to move from loan officer to trusted adviser Selling advice vs. price Links we mentioned: ●https://mortgagecoach.com ●https://mortgagecoach.com/calendar/ ● https://itunes.apple.com/us/app/mortgage-coach/id586751420?mt=8 ●https://play.google.com/store/apps/details?id=com.mortgagecoach.edge&hl=en ● https://www.youtube.com/user/MortgageCoachEdge ● dave@mortgagecoach.com
If you are at the point in your career when you need a boost of motivation, drive to continue with the success you’ve had this past year, or maybe you want to go to that next level in a new year in your business. If you’re looking for somebody to help you believe that it’s possible to double your mortgage loan volume; today’s podcast is really for you. Our special guest for Mortgage Marketing Radio this week is Robert Deiorio (“Bobby D”). American entrepreneur, author and motivational speaker Jim Rohn once said, “If you really want to do something, you’ll find a way. If you don’t, you’ll find an excuse.” For mortgage originator Robert Deiorio, the quote describes perfectly his approach to the business he’s built over the last 18+ years – and the success he’s experienced along the way. “I find that philosophy keeps me focused on what’s most important,” Robert says. “As my family’s primary breadwinner, I’m constantly juggling my family’s well-being with my clients’ happiness. If I want to really make a difference, grow my business and do everything I think I’m capable of doing, I have to find a way. It helps me find the daily motivation to be the top guy in my area.” Robert left a 9-5 insurance job for the mortgage industry in 1997. He enjoyed success within the sub-prime arena until the financial and housing market meltdown. In 2008, with no Realtor® contact and no past database, Robert had to start his career over. You'll hear exactly how he did it on today's episode. In this interview, you’ll learn: Who is “Bobby D” How He Went from $0 to $40M after Starting Over How to Balance Work and Personal Life Why it’s Time to Get “Young” Fast and What That Means Fundamentals of Success and Digital Marketing Links we mentioned: rdeiorio@rhfunding.com Thanks for listening! Thanks for joining us on this week’s episode of Mortgage Marketing Radio. If you enjoyed it, please share with your colleagues & friends and leave a comment below letting us know what you thought.
Ep #27: How Velma CRM Helps You Close More Loans In this episode I’d like to talk about Velma CRM and Marketing Automation. Whether you’re an individual loan officer, you’re in management or you’re senior executive, you probably have some level of the CRM. If you don’t - you definitely need to consider Velma. Our special guest for Mortgage Marketing Radio this week is Brent Emler, Director of Sales & Marketing at Velma.com. Velma.com is a leading CRM in the mortgage industry that should be on everybody’s shortlist. It’s designed and built specifically for the mortgage industry so they understand and get your business: Velma does a lot of different things - Email Marketing, Print and Gift Marketing, Marketing Automation, Search Engine Marketing, Web Design. It offers Enterprise and Individual Accounts based on the needs of the client. Research shows 80% of internet browsing is done on mobile devices. Velma was built using responsive design, meaning its designed with mobile in mind. In this interview, you’ll learn: ● CRM best practices ● How Velma survived the meltdown and became the preeminent choice for mortgage ● Is print marketing dead? ● The most popular Velma marketing campaigns ● How CRM helps you close more loans Links we mentioned: https://www.velma.com
What if you could help agents stay top of mind with clients - even after they've sold a home? Do you WhoHub? WhoHub app is the brain child of 28 year veteran of the real estate business, Gordon Wood. As a top agent at McEnearney Associates in Alexandria Virginia, Gordon was continually inundated with questions from clients, sphere of influence, and other agents in his office…“hey, do you know a plumber, painter, home inspector, lender, carpet cleaner, etc.” Gordon thought, there has to be an easier way to store vendors into a master list where his clients and past clients can have 24/7 access through technology, while keeping him “top of mind.” WhoHub leverages the real estate agent’s local knowledge and relationships and keeps them top of mind long after the transaction is closed. The concept of WhoHub is a simple and easy to use app that shines light on its featured players…the REALTOR® and Lender. WhoHub combines the ease of sharing your trusted vendor network with the popularity of in-app messaging. It allows REALTORS® and Lenders to be where their customers live every day–on their smartphone.” Our special guests for Mortgage Marketing Radio this week are Brad LaTour and Wade Vander Molen. Brad LaTour is the Co-Founder & CEO of WhoHub. Wade Vander Molen is the Director of Sales/Marketing for Stewart Title in the Washington DC area and has been a successful Title professional since 2005. Wade earns trust and referrals through helping REALTORS® and Lenders with their marketing. Wade has gained new referral partners in his area by introducing them to WhoHub. In this interview, you’ll learn: ● The origin story of WhoHub ● #1 Reason why REALTORS® and Lenders lose business ● The secret weapon of WhoHub ● Why the “Pay for Play“ online vendor networks is not trusted ● Using the WhoHub in-app messenger Links we mentioned: ● dctitleguy.com ● whohubapp.com
Are you falling short of your production and income goals? Do you want more referrals from REALTORS®? I’ve spoken to a lot of Loan Officers and many of them say that they want to make more money. However, a lot of them keep seem to have difficulty in achieving long-term, consistent success with agents. They tell me "it's like pushing a rock up a hill." Not fun. I know because I’ve been there. In this episode of Mortgage Marketing Radio, I’m bringing you a solo show that I recorded all about having a predictable sales system in your business - the one thing all successful businesses have. The fact is, unless you have a predictable system, you’re likely to fall short of your production and income goals. With a predictable sales system, as well as consistent actions, you’re not getting off the rollercoaster of swings in loan production and having to figure out where your next deal is coming from. In this interview, you’ll learn: * The 3 ways to grow your business in the Mortgage industry * Why you need predictability in your business * The 3 core functions of a business * How I went from 0 to $37m in closed loans in my second year * Why you need to start teaching agent classes * The number 1 reason people don’t get started teaching classes Links we mentioned: Instant Referrals for Mortgage Professionals The E-Myth books by Michael Gerber The E-Myth Revisited Episode #6 with Shashank Shekhar Thanks for listening! Thanks for joining us on this week’s episode of Mortgage Marketing Radio. If you enjoyed it, please share with your colleagues & friends and leave a comment below letting us know what you thought.
Do you know how to get mortgage customers from Google? The truth is, digital marketing today encompasses a lot more than Google and is always changing. As frustrating as this may be, digital platforms are simply too important to ignore if you want to stay relevant and profitable. Our special guest for Mortgage Marketing Radio this week is Chris Johnstone. Chris is someone I’ve admired for a long time because of his authenticity and truth in Mortgage Marketing. For years, Chris has been helping mortgage companies and professionals make sense of the ever-changing world of digital marketing like Google, Facebook and more. Whether you want more customers from your social marketing, search or paid traffic, or you want to get better at referral targeting and marketing online, Chris has the answers. Chris helps you make sense of where you should put your focus and money. He helps you understand which digital marketing strategy is right for you and your budget. Chris was also kind enough to offer a free website analysis to all MMR listeners as a way to say thanks for listening in to the interview. You can grab that here. In this interview, you’ll learn: The best performing keywords for your campaign A little-known secret about Google Adwords Where to focus your time and money How to get the most results using the least effort How Google has started using artificial intelligence How to get your ratings and reviews to show up on Google My Business Links we mentioned: Jim Cockrum Google Adwords Chris’s website Google My Business Facebook Ads FREE website analysis Thanks for listening! Thanks for joining us on this week’s episode of Mortgage Marketing Radio. If you enjoyed it, please share with your colleagues & friends and leave a comment below letting us know what you thought.
Today, if you don't have the insights and wisdom for mastering the mortgage markets, you'll lose to selling on price vs. advice. Our special guest for Mortgage Marketing Radio this week is Barry Habib. Barry has been a prominent voice and advocate of the mortgage industry for over 25 years. Barry is also the founder and CEO of MBS Highway, a company which helps you interpret and forecast activity in the mortgage rate and bond markets, helping you more intelligent in the advice you give to clients and referral partners. However, what you might not know is that Barry also has a very successful career as a mortgage loan originator with over $2.2 Billion in personal production to his name. We cover a ton in this episode, including the markets, the impact of the election, Barry’s market forecast for Q4 and beyond, what it takes to succeed today as a loan officer versus 5 years ago and how to adjust to the market accordingly. This is a truly insightful episode, in which Barry shares how to become a better, more informed and more professional mortgage loan originator leveraging knowledge and market insights to influence more clients and referral partners to choose you as their lender of choice. In this interview, you’ll learn: How to succeed in today’s market versus 5 years ago How to move beyond just providing information Barry’s market predictions The impact of the coming election Barry’s advice to his twenty-year-old self Thanks for joining us on this week’s episode of Mortgage Marketing Radio. If you enjoyed it, please share with your colleagues & friends and leave a comment below letting us know what you thought.
Episode #22: Getting Compliant With Your Social Media We’ve covered the importance of social media in previous episodes and know that we simply need to be on social. However, sometimes we can get nervous about compliance. Our special guest for Mortgage Marketing Radio this week is Ryan Bell. Ryan is the Chairman, Chief Product Officer and Chief Technology Officer of Gremln Social, a platform which deals with social media compliance. Gremln offers all of the brand monitoring, analytics and scheduling features of other software, but in a compliant manner. In Ryan’s words, they’re a “social media marketing suite, wrapped in a security blanket.” What’s more, you can have an existing library of resources, pre-approved by compliance, that are ready to share across your social channels. In fact, Gremln Social has been so well received, that they’ve been endorsed by the American Bankers Association. Gremln’s number one focus is providing the tools to help you streamline your social media marketing needs, save you time & money and make you a more effective marketer. In this interview, we chat about the business aspects of social media compliance in the mortgage industry. In other words, how to be engaged and active on social media in a compliant way. In this interview, you’ll learn: The challenges with social media (and how Gremln can help) How to use Gremln to analyze and distribute your content How Gremln assists with calculating your social ROI The best social media channel for conducting detailed searches How to prepare for Facebook Live and other live video Links we mentioned: Gremln Social Brand Guardian (coming soon) Gremln Blog Thanks for joining us on this week’s episode of Mortgage Marketing Radio. If you enjoyed it, please share with your colleagues & friends and leave a comment below letting us know what you thought. Also, you can leave a rating & review for Mortgage Marketing Radio.
Episode #21: Getting Mobile Friendly With Easy Mortgage Apps Is your loan process mobile friendly? This week’s episode we’re talking about how to create a mobile friendly experience for your clients and referral partners. Our special guests for Mortgage Marketing Radio this week are Clint Morgan and Michael Kelleher. Clint is the Senior Vice President and Chief Lending Officer of Ruoff Home Mortgage, while Michael is the president of Easy Mortgage Apps, who provide mobile solutions for the lending industry. Easy Mortgage Apps allows you to keep buyers and partners informed and engaged via push notifications, allowing them to interact with the whole process and learn more about their loan without having to rely on emails. As Michael mentions in the interview, there are two approaches to mobile strategy. Either you view it as a “ticking the box” activity whereby you simply have a mobile business card or responsive website, or you adopt the approach that Clint has taken using Easy Mortgage Apps with an end-to-end mobile friendly user experience. Listen to the interview: The fact is that times are changing, and it’s not just millennials who expect a mobile friendly loan process. Simply put, you need to embrace mobile activity in your business today or be left behind. In this interview, you’ll learn: • How loan officers can leverage mobile apps • What it means to be truly native and why it matters • Where and how to integrate mobile into your sales process • The number one advice when developing your own mobile app • Unconventional ways to use a mobile app in your business Links we mentioned: • Easy Mortgage Apps • Email Michael • Email Clint • Ruoff Home Mortgage app Finally, Michael very generously offered $500 off the implementation fee to all Mortgage Marketing Radio listeners when you mention the show. Thanks for listening! Thanks for joining us on this week’s episode of Mortgage Marketing Radio. If you enjoyed it, please share with your colleagues & friends and leave a comment below letting us know what you thought. Also, you can leave a rating & review for Mortgage Marketing Radio on iTunes. That way, it helps other professionals discover the show. Finally, you can subscribe on iTunes to get all new episodes when they are released.
Episode #20: Katie Lance: Get Smart with Social Media Are you leveraging social media to its full potential? How are you using social media in your mortgage business? Are you taking advantage of the increased potential for engagement or is it something you’re still neglecting? Our special guest for Mortgage Marketing Radio this week is Katie Lance. Katie runs a social media marketing consulting company focused on helping real estate professionals and mortgage companies get smart with social media in order to build their businesses and drive engagement with their audience. [episode image] In our interview, Katie shares her opinion on the popular “should you be everywhere?” debate and also gives some great advice on how to know which platforms you should be on and when to add a new one. We also discuss whether or not you should automate your social media, as well as how to take the online world offline to grow your relationships and generate new leads. Listen to the interview: [smart podcast player] Social Media is a marathon, not a sprint and you need to be consistent, regardless of the approach or platform you choose. Katie shares her top tips for managing your social strategy to help you get smart and get clients with social media . In this interview, you’ll learn: • How to identify which social platforms are right for you • Tips for using Facebook Live • How to stand out from all the social media “noise” • Converting social interactions into meetings with new leads • How to curate content to save time and add value to your audience Links we mentioned: • #GetSocialSmart Academy • Facebook Live cheat sheet • Facebook lists • Canva for Work • Inman Connect Thanks for listening! Thanks for joining us on this week’s episode of Mortgage Marketing Radio. If you enjoyed it, please share with your colleagues & friends and leave a comment below letting us know what you thought. Also, you can leave a rating & review for Mortgage Marketing Radio and you can subscribe to get all new episodes when they are released.
Episode #19: How to Automate Your Marketing with Unify CRM How are you nurturing your business relationships? When it comes to managing your database of customers and automating marketing activities, there’s a lot of noise and buzz around which CRM tool to use. Our special guest for Mortgage Marketing Radio this week is Scott Benson. Scott is the national sales manager for Unify CRM, with over 22 years of experience in the lending and technology marketing industry. Scott has not only worked for multiple CRM companies, but he’s also studied the industry from a broad perspective and analyzed all the options out there. He decided to work for Unify because of what they offer and bring to the market for Mortgage Loan Originators. Listen to this interview and you too may discover that Unify really is the hidden CRM gem of the mortgage industry. If you don’t have a CRM, you’re up against the never-ending struggle to automate marketing activities, nurture relationships and engage new leads. Scott shares exactly how you can streamline your business using a CRM in our interview. In this interview, you’ll learn: How a CRM can you save you more money and time The #1 thing top producers do every day How to automate your marketing activities How Unify simplifies your CORE training What you should be looking for in a CRM tool Links we mentioned: Unify Features The CORE Training Email Scott National MBA Convention Thanks for listening! Thanks for joining us on this week’s episode of Mortgage Marketing Radio. If you enjoyed it, please share with your colleagues & friends and leave a comment below letting us know what you thought. Also, you can leave a rating & review for Mortgage Marketing Radio on iTunes. That way, it helps other professionals discover the show. Finally, you can subscribe on iTunes to get all new episodes when they are released.
Ep #18: Breaking Free of Limiting Beliefs with Rene Rodriguez by Mortgage Marketing Institute
As a Mortgage Loan Originator, have you ever struggled to attract top-producing Real Estate Agents? How would your business benefit if you collaborated with real estate agents across the entire buyer life cycle? Our special guest for Mortgage Marketing Radio this week is Joe Welu. Joe is a real estate industry expert, entrepreneur and the founder of Total Expert, the first enterprise-grade co-marketing software platform for the real estate mortgage industry. In our interview, Joe discusses how to make co-marketing work in your business, as well as some of the most effective things Mortgage professionals are doing to capture top producing agents. He also shares some high-quality questions to ask in order to find the right partner for your co-marketing efforts, as well as some of the specific channels you can use inside Total Expert. An important thing to remember is that there’s no “one size fits all” to co-marketing, it really depends on the type of market you’re in, the type of loan officer, agents, etc. which Joe explains in the interview. In this interview, you’ll learn: What real estate agents are really looking for The best methods of co-marketing your business The smartest thing you can do as a Loan Officer When co-marketing works best How to ensure you have the right partner on board How to present your co-marketing proposal to a Realtor Thanks for joining us on this week’s episode of Mortgage Marketing Radio. If you enjoyed it, please share with your colleagues & friends and leave a comment below letting us know what you thought. Also, you can leave a rating & review for Mortgage Marketing Radio on iTunes. That way, it helps other professionals discover the show. Finally, you can subscribe on iTunes to get all new episodes when they are released.
What are your customers saying about you? Social proof has become an incredibly powerful metric when it comes to doing business. The fact is, doing a mortgage is a very risky proposition, so potential customers are constantly looking for businesses like yours and more importantly, what other people are saying about you. If people are saying good things about your business, why wouldn’t you want to put that everywhere? And why let one bad review spoil your online reputation when you have a potential pool of happy customers? This week we have not one, but two special guests for Mortgage Marketing Radio: Scott Harris, founder & CEO and Craig Pollack, VP of Business Development, both of SocialSurvey. SocialSurvey is doing some amazing work to help mortgage professionals leverage reviews and testimonials to build their online reputation management, drive leads and referrals, build their presence online and have a professional image that people can visit to learn about you as a company. If you’ve ever been curious about social surveys and how to put them to work in your business to drive leads, engagement and referrals, then this episode is for you. The truth is, if you’re not managing your online reputation, it’ll manage you. As Scott and Craig mention in the interview, doing nothing with your reviews is basically throwing money away. SocialSurvey takes everything you should be doing to leverage these reviews, such as social sharing, and automates the whole process for you. Scott walks through the entire process, right from collecting reviews to sharing them on your business’s various online channels and following up with unhappy customers. In this interview, you’ll learn: How to promote a favorable reputation for you and your business How to repurpose reviews and testimonials to build brand presence How reviews affect your business’s Google ranking How to ask your customers for reviews the correct way (and when to do so) A small, genius hack to optimize video reviews from your customers Best practices for mortgage professionals to implement a social survey strategy How to leverage your past database of previous customers Links we mentioned: SocialSurvey Scott Harris on LinkedIn Craig Pollack on LinkedIn SocialSurvey Promo Video If you’d like to get involved and introduce SocialSurvey to your company, get in touch at Craig Pollack at getstarted@socialsurvey.com or dial 1-888-701-4512 where the team will get to know who you are and what you’re looking to accomplish. You can also get a free 30-day trial of the SocialSurvey individual account to test out before approaching your company with the Enterprise plan (which automates the entire process). Thanks for listening! Thanks for joining us on this week’s episode of Mortgage Marketing Radio. If you enjoyed it, please share with your colleagues & friends and leave a comment below letting us know what you thought. Also, you can leave a rating & review for Mortgage Marketing Radio on iTunes. That way, it helps other professionals discover the show. Finally, you can subscribe on iTunes to get all new episodes when they are released.
On this episode of Mortgage Marketing Radio, our guest is Sam Parker, founder of MyCreditGuy.com Sam share the truth about credit restoration and credit repair and how his company is helping Mortgage Loan Officers get back to the closing table by helping quickly restore homebuyers credit so they can qualify for a home loan. Listen, learn and leave us a review or comment.
In this episode of Mortgage Marketing Radio, David Krushinsky of Skyline Home Loans reveals his strategy and tactics for hosting client appreciation event and REALTOR lunch-n-learns.
Use these 5 simple steps to help you host REALTOR® classes to quickly and easily capture more REALTORS®, build trust and get more referrals: Step 1: Understand the Mindset of Real Estate Agents – This is one of the most important exercises to complete if you want to succeed in attracting agents. You need to understand why agents say things like “I already have a lender” just to get rid of you. Most Loan Officers never take the time to understand how to influence agents. Don’t be one of those people! Step 2: The Traditional Sales Model is Broken – Are you still trying to attract Agents by cold calling, door knocking, and promising “great rates and great service?” To succeed with Agents, you need to flip the funnel and put yourself in the power position. This guide will show you how. Step 3: The New Rules of Sales and Marketing – Before you can expect to win Agents trust and referrals, you need a platform and messaging centered on engagement and sharing of relevant content that informs, educates, builds trust and ultimately leads to a conversion. Step 4: Do You Have a System or Do You Wing It? Building a steady stream of Agent referrals doesn’t happen without building a proven process to get you in front of agents and having conversations with Agents every week. An empty funnel leads to an empty pipeline. A system is the solution to consistent success with Agent referrals. Step 5: Hosting Agent Classes…Your Secret Weapon – Being in-person vs. online allows you to build trust faster, develop more rapport and “like-ability” which leads to getting referrals faster and building more loyalty.
Ep #11: Elizabeth Rose: Millennial Marketing and REALTOR Classes by Mortgage Marketing Institute
Ep #4: Truth and Lies About Online Marketing with Scott Shang by Mortgage Marketing Institute
In this episode, Mikel Erdman, founder of mySMARTblog takes us through his journey from enlisting in the Army to Mortgage Originator. Today Mikel helps Mortgage professionals generate repeat and referral business using social media marketing and technology automation. Lot's to learn and do from this episode.
Wade Vander Molen is the Director of Sales for Stewart Title in the DC area. He's quickly become a top producer by teaching Realtors and Lenders how grow their business with a variety of marketing tools, through his blog, YouTube channel and educational seminars. Want to quickly capture market share and boost your agent referrals? Listen to Wade and learn how.