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Mortgage Marketing Radio

Mortgage Marketing Radio

420 episodes — Page 3 of 9

Ep 323Scaling to $100 Million

<p>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, <a href="https://dallasmortgagenews.com/" rel="noopener noreferrer" target="_blank">Brian McCauley</a>, with a staggering 20 years of experience and a track record that includes weathering the tumultuous 2008 financial crisis.</p><p>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.</p><p>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.</p><p>You'll glean insights into his choice of YouTube and Instagram as vital platforms for establishing social connections and delivering educational content.</p><p>We'll also explore how the "<a href="https://dallasmortgagenews.com/" rel="noopener noreferrer" target="_blank">Dallas Mortgage News</a>" became a keystone of Brian's brand and get an insider's scoop on hosting value-driven events like the ones with Rick Ruby.</p><p>So, grab your headphones, sharpen your notepads, and get ready to transform your mortgage marketing approach with the invaluable lessons and strategies shared by <a href="https://dallasmortgagenews.com/" rel="noopener noreferrer" target="_blank">Brian McCauley</a> in today's episode. Let's get started!</p><p><u>Episode Resources:</u></p><p>Connect with Brian On <a href="https://www.instagram.com/dallasmortgageman/" rel="noopener noreferrer" target="_blank">Instagram</a></p><p>Check Out Brian's <a href="https://dallasmortgagenews.com/" rel="noopener noreferrer" target="_blank">Website</a></p><p>Do you want to unlock the secret to endless REALTOR referrals? Learn more about myAgent Classes <a href="http://www.mortgagemarketing.pro/" rel="noopener noreferrer" target="_blank">here</a>.</p>

Mar 29, 202457 min

Ep 322Unraveling the Impact of NAR Settlement

<p>Today we're diving deep into the seismic shifts shaking up the real estate industry with my guest, <a href="https://www.linkedin.com/in/james-kleimann-b20ab212/" rel="noopener noreferrer" target="_blank">James Kleiman</a>, Newsroom Manager at <a href="https://www.housingwire.com/articles/nar-settles-commission-lawsuits-for-418-million/" rel="noopener noreferrer" target="_blank">Housingwire</a> and a sharp observer of real estate trends.</p><p>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.</p><p>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.</p><p>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!</p><p><u>Episode Resources:</u></p><p>Connect with James Kleiman on <a href="https://www.linkedin.com/in/james-kleimann-b20ab212/" rel="noopener noreferrer" target="_blank">LinkedIn</a></p><p><a href="https://www.housingwire.com/" rel="noopener noreferrer" target="_blank">Subscribe</a> to Housing Wire</p><p><a href="http://www.mortgagemarketing.pro/" rel="noopener noreferrer" target="_blank">Book your 1:1 call</a> to learn more about myAgent Classes</p>

Mar 22, 202454 min

Ep 321The Road to 4,000 Organic Leads from Social Media

<p>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.</p><p>We also unpack how Jordan’s viral video success created 4,000 leads boasting an impressive 33.33% conversion rate.</p><p><u>Key Points Discussed</u>:</p><p>- The significance of Jordan Nutter's mission to enhance financial literacy across various communities.</p><p>- The role authentic content and social media play in building trust and educating potential clients.</p><p>- Methods and best practices for creating engaging, educational content, particularly for credit-challenged borrowers.</p><p>- Jordan's approach to batch content creation, mobile editing for authenticity, and consistency in posting on platforms like Instagram and TikTok.</p><p>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.</p><p>Share this episode with someone who could benefit, and leave us a review to tell us how we're doing.</p><p><u>Episode Resources:</u></p><p>Follow Jordan:</p><p><a href="https://www.tiktok.com/@anutterhomeloan" rel="noopener noreferrer" target="_blank">TikTok</a></p><p><a href="https://www.instagram.com/anutterhomel" rel="noopener noreferrer" target="_blank">Instagram</a></p><p><a href="https://mobilemortgagemom.com/" rel="noopener noreferrer" target="_blank">Website</a></p><p>Want endless REALTOR referrals without cold-calling, chasing agents or paying for leads? See how others are doing it at <a href="http://www.mortgagemarketing.pro/" rel="noopener noreferrer" target="_blank">myAgent Classes</a>.</p><p>Book your free mortgage marketing strategy call with me <a href="http://www.mortgagemarketing.pro/" rel="noopener noreferrer" target="_blank">here</a>.</p><p>Join the Mortgage Marketing Radio Facebook Group <a href="https://www.facebook.com/groups/MortgageMarketingRadio" rel="noopener noreferrer" target="_blank">here</a>.</p>

Mar 14, 20241h 1m

Ep 320Leveraging Instagram Broadcast Channels to Build REALTOR Referrals

<p>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.</p><p><strong><u>Key Points Discussed:</u></strong></p><p>- The benefits of switching from a business to a creator account on Instagram for access to a wider array of music for content.</p><p>- Step-by-step instructions on how to create a broadcast channel on Instagram for engaging with followers.</p><p>- Utilizing the 'close friends' strategy on Instagram to foster deeper relationships with REALTORS by sharing specialized content.</p><p>- How DMs, video messages, and personal notes can be leveraged to nurture connections with class attendees and potential clients.</p><p>- Integrating Yam app with Gmail for mass personalized emails, helping REALTORS maintain a one-to-one relationship with their audience.</p><p>- Strategies for using Instagram and online presence to assist real estate agents in optimizing their digital footprint and marketing.</p><p>- Ensuring effective follow-up and engagement with class participants through the use of PDF handouts and personalized coaching videos.</p><p>- The collaboration with specialists Tom and Brandon on their podcast "Commission Breath" to discuss targeting realtors and mortgage brokers.</p><p>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.</p><p><br></p><p><strong>Episode Resources:</strong></p><p>Connect with Tom On Instagram <a href="https://www.instagram.com/tom.moffat_/" rel="noopener noreferrer" target="_blank">Here</a></p><p>Connect with Brandon Love on Instagram <a href="https://www.instagram.com/amortgagewithlove/" rel="noopener noreferrer" target="_blank">Here</a></p><p>Tune-In to the Commission Breath Podcast on <a href="https://open.spotify.com/show/4rmhdaEh5vKcLbWDygxJ4J?si=6wwe8vl7R_irRbrgpQR91A" rel="noopener noreferrer" target="_blank">Spotify</a> or <a href="https://podcasts.apple.com/ca/podcast/commission-breath-for-mortgage-brokers-loan-officers/id1695190981" rel="noopener noreferrer" target="_blank">Apple</a></p><p>Check Out their YouTube Channel <a href="https://www.youtube.com/channel/UCRhpZ_Xqq47PVY5wZ1Ausbg" rel="noopener noreferrer" target="_blank">Here</a></p><p>Book your call <a href="http://www.mortgagemarketing.pro/" rel="noopener noreferrer" target="_blank">here</a> to learn more about <a href="http://www.mortgagemarketing.pro/" rel="noopener noreferrer" target="_blank">myAgent Classes</a>.</p>

Mar 6, 202437 min

Ep 319Rethink Everything About Being a Next Gen Loan Officer

<p>In this episode, myself along with <a href="https://www.linkedin.com/in/brianvieauxcmb/" rel="noopener noreferrer" target="_blank">Brian Vieaux</a>, and <a href="https://www.linkedin.com/in/coachkyledraper/" rel="noopener noreferrer" target="_blank">Kyle Draper</a> delve into the concept of the next generation mortgage loan officer and what it takes to thrive in the modern mortgage industry. </p><p>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.</p><p>We also talk about the new <a href="https://a.co/d/1fPVhQe" rel="noopener noreferrer" target="_blank">book</a> collaboration for Rethink Everything You "Know" About Being a NextGen Loan Officer.</p><p><u>Key Points Discussed:</u></p><p>Understanding the next generation homebuyer and their digital native characteristics</p><p>The significance of leveraging technology to engage with clients and provide tailored solutions</p><p>The role of education and expertise in becoming a next generation loan officer</p><p><u>Timestamps:</u></p><p>00:00 Discussion on new book for mortgage loan officers.</p><p>05:55 NextGen home buyers prefer online relationships.</p><p>09:32 Virtual connections form meaningful, impactful relationships swiftly.</p><p>12:51 Guide for loan officers to engage next generation.</p><p>15:04 Baffled by loan opinions, focus on educating.</p><p>19:31 Innovative book format creates interactive reader experience.</p><p>21:32 Encouraging listeners to get book, share episode.</p><p><u>Episode Resources:</u></p><p>Order Rethink Everything on Amazon <a href="https://a.co/d/1fPVhQe" rel="noopener noreferrer" target="_blank">Here</a></p><p>Book your call <a href="http://www.mortgagemarketing.pro/" rel="noopener noreferrer" target="_blank">here</a> to learn more about <a href="http://www.mortgagemarketing.pro/" rel="noopener noreferrer" target="_blank">myAgent Classes</a>.</p>

Mar 1, 202431 min

Ep 318From Facebook Ads to AI: A Modern Marketing Masterclass

<p>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.</p><p>Key Points Discussed:</p><p>- The transition from traditional long landing pages to streamlined, mobile-optimized versions that enhance conversion rates.</p><p>- The emergence of concise bio links and lead ad forms, challenging the dominance of traditional landing pages.</p><p>- Skepticism towards the capabilities of AI in fully replacing human interaction, with a focus on maintaining a balance between technology and personal touch.</p><p>- The "perfect funnel" strategy for video content marketing and its effectiveness in creating brand awareness and customer retargeting.</p><p>- Recommendations for budgeting and reach on video marketing campaigns aimed at maximizing brand visibility.</p><p>- Elevated REM Training as a resource for mastering AI and social media marketing tactics.</p><p>- The importance of personal branding and authentic content production within organizations, leveraging employee-driven content creation.</p><p>- Discussion on the future of AI and human customer service integration, including the potential of indistinguishable AI-human voice capabilities.</p><p>- Highlights of Travis Thom's successful track record in ad management and his advisory role with Facebook.</p><p>Check out Travis' website <a href="https://elevatedrem.com/" rel="noopener noreferrer" target="_blank">here</a>.</p><p>Follow Travis on Instagram <a href="https://www.facebook.com/travis.s.thom" rel="noopener noreferrer" target="_blank">here</a>.</p><p>Discover how to get an endless stream of REALTOR referrals. Book your call <a href="http://www.mortgagemarketing.pro/" rel="noopener noreferrer" target="_blank">here</a> to learn more about <a href="http://www.mortgagemarketing.pro/" rel="noopener noreferrer" target="_blank">myAgent Classes</a>.</p>

Feb 23, 20241h 2m

Ep 317The Power of Authentic Video Content in Mortgage Marketing

<p>Today we're talking with Mike Faraci. He's the Founder & CEO of <a href="https://www.hittheredbutton.com/" rel="noopener noreferrer" target="_blank">Red Button Media</a>, a video content agency that specializes in creating authentic, professional video content and marketing strategies that get you the attention you deserve.</p><p>**Here's a breakdown of the top takeaways from our conversation with Mike:**</p><p><br></p><p>1. **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.</p><p><br></p><p>2. **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.</p><p><br></p><p>3. **Content Strategy - Quality Over Quantity:** Find out why chasing viral fame won’t beat creating sincere content that resonates deeply with your target audience.</p><p><br></p><p>4. **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.</p><p><br></p><p>5. **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</p><p><br></p><p>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.</p><p><br></p><p>Follow Mike on LinkedIn <a href="https://www.linkedin.com/in/mikefaraci/" rel="noopener noreferrer" target="_blank">Here</a></p><p><br></p><p>Learn more about myAgent Classes <a href="http://www.mortgagemarketing.pro/" rel="noopener noreferrer" target="_blank">Here</a></p>

Feb 15, 20241h 4m

Ep 316How to Optimize Your Client Experience to Get More Referrals

<p>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 <a href="https://www.stratmorgroup.com/mortgagecx/" rel="noopener noreferrer" target="_blank">STRATMOR Group</a>. </p><p>Discover how to transform excellent service into a robust referral system and why your process can make or break client satisfaction.</p><p><u>Key Points Discussed</u>:</p><p>- The strategic importance of optimizing the customer experience to gain more referrals in the mortgage sector.</p><p>- Mike Seminari’s tips on how to incorporate monthly customer experience (CX) enhancements and why he recommends reaching out for his CX tip sheet.</p><p>- The detrimental effects of process pain points like miscommunication and redundancy on the Net Promoter Score (NPS).</p><p>- The significant impact that effective communication and setting accurate expectations have on a customer's likelihood to refer.</p><p>- Using visual aids to guide customers through the loan journey and the vitality of being adaptable to feedback.</p><p>- <a href="https://www.stratmorgroup.com/mortgagecx/" rel="noopener noreferrer" target="_blank">STRATMOR's Mortgage CX</a> program benefits, including detailed analysis and benchmarking for loan officers.</p><p>- Mike’s perspective on the importance of prior relationships and testimonials over interest rates in lender selection by clients.</p><p>Listen in to continue to pivot, innovate, adapt, and overcome!</p><p>Episode Resources:</p><ul><li>Get Mike's 7 Commandments of CX <a href="https://www.stratmorgroup.com/the-seven-commandments-for-optimizing-the-customer-experience/" rel="noopener noreferrer" target="_blank">Here</a></li><li>Connect & Follow Mike for More CX Tips on <a href="https://www.linkedin.com/in/mikeseminari/" rel="noopener noreferrer" target="_blank">LinkedIn</a> </li><li><a href="http://www.mortgagemarketing.pro/" rel="noopener noreferrer" target="_blank">Learn More About myAgent Classes</a></li></ul><br/><p>Are you ready to go from solicitor and vendor to partner and peer with real estate agents? Book your call with me <a href="http://www.mortgagemarketing.pro/" rel="noopener noreferrer" target="_blank">here</a>.</p>

Feb 9, 202444 min

Ep 315The Blueprint for Engaging Real Estate Partnerships

<p>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.</p><p>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.</p><p>Time Stamps:</p><p>05:54 Focused on mortgage lenders, shifted focus to agents.</p><p>15:02 Real estate agents need your solutions now.</p><p>19:21 Being true to yourself attracts the right people.</p><p>21:15 Adding value to real estate agents through partnerships.</p><p>28:38 Successful agents are always hungry for growth.</p><p>Follow Daniel on Instagram <a href="https://www.instagram.com/danielsimanovsky/" rel="noopener noreferrer" target="_blank">Here</a></p><p><br></p><p><a href="http://www.mortgagemarketing.pro/" rel="noopener noreferrer" target="_blank">Learn More About myAgent Classes</a></p><p><br></p><p>Are you ready to go from solicitor and vendor to partner and peer with real estate agents? Book your call with me <a href="http://www.mortgagemarketing.pro/" rel="noopener noreferrer" target="_blank">here</a>.</p>

Feb 2, 202445 min

Ep 314Embracing Digital Strategies with Jason Henneberry

<p>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.</p><p>05:34 Tightened regulations impact mortgage market, 2025 surge.</p><p>07:32 Retail versus independent mortgage brokers in sales.</p><p>12:16 Real estate market shifting due to rising rates.</p><p>13:31 Business strategies evolving, focusing on social media.</p><p>18:39 Connect, convert conversations into meaningful business interactions.</p><p>20:27 Content should address emotional pain points effectively.</p><p>24:06 Key to education, expert status attracts engagement.</p><p>27:24 Loan officers teach real estate financing strategies.</p><p>29:49 Consistency and perseverance lead to success in business.</p><p>32:42 Unique situations go beyond traditional borrowing limits.</p><p>36:01 High income earners often seek alternate financing.</p><p>40:27 Prepare for future busy periods and adjustments.</p><p>43:46 Book focuses on deliberate practice, not habits.</p><p>44:54 53 days on program led to lasting habits.</p><p>Connect with Jason <a href="https://tangofinancial.ca/" rel="noopener noreferrer" target="_blank">Here</a></p><p><strong>Want more agent referrals without chasing, cold-calling or paying for leads?</strong></p><p><a href="http://learn%20more%20about%20myagent%20classes/" rel="noopener noreferrer" target="_blank">Schedule</a> your call with me and learn more about myAgent Classes.</p>

Jan 25, 202454 min

Ep 313Unleashing YouTube Success for Mortgage & Real Estate Professionals

<p>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.</p><p>**<u>Key Points We Discussed with Time Stamps</u>:**</p><p>- 00:02:34 - Starting with available resources and emphasizing content value over production polish.</p><p>- 00:09:52 - Strategies for employing AI as a tool while maintaining the creative and strategic processes that define us.</p><p>- 00:16:27 - The critical role of continual learning and personal development in triumphing over the dynamic challenges of online marketing.</p><p>- 00:23:45 - The impact of short, magnetic YouTube videos and the importance of consistent improvement of your video production skills.</p><p>- 00:31:19 - Unpacking the YouTube algorithm and how to tailor content to match audience behaviors and preferences.</p><p>- 00:39:58 - The collaborative exchange on our respective experiences and strategies for designing videos that captivate and convert.</p><p>- 00:48:16 - Exploring the "perfect video" recipe from effective hooks to a call to action.</p><p>- 00:56:40 - Breakdown of the three Ps—passion, proficiency, and profit—in finding and dominating your YouTube niche.</p><p>- 01:03:12 - How to leverage brilliant content ideas from successful channels across various industries.</p><p>**<u>Memorable Quotes from Today’s Episode</u>:**</p><p>- "Start where you are, and build from there. It's about the message, not just the medium." - Sean Cannell</p><p>- "Building a community is about connection, not just conversion. It's about people, not just pageviews." - Me, Geoff Zimpfer</p><p>**<u>Resources I Mentioned with Time Stamps</u>:**</p><p>- [00:57:15] "<a href="https://www.amazon.com/YouTube-Secrets-Ultimate-Following-Influencer-ebook/dp/B09ZHHXX6P/ref=sr_1_3_sspa?crid=3EMWE4XTGJCI&dib=eyJ2IjoiMSJ9.RplLZ_DjDp_2V0A7zEpjwaYVt7s61gJiZBi24cKhvNAWbWzQ_VZ4ejhMB8HZlH-eWgVjUSShlbPyTaFeaFtb63VZdZpLfqAiEHlEFJQvxMq2lBi54xajFA6Z5KcubBzB0vu_0srBYClCdncb3bpiHw.H-VwBGX6vgB1_NPuVuFvIf3vpS7-inm__rJ0s3Lt5bU&dib_tag=se&keywords=youtube+secrets&qid=1705255958&sprefix=youtube+secrets%2Caps%2C156&sr=8-3-spons&sp_csd=d2lkZ2V0TmFtZT1zcF9hdGY&psc=1" rel="noopener noreferrer" target="_blank">YouTube Secrets</a>" book by Sean Cannell</p><p>- [01:18:42] Sean’s free podcast and on-demand class, available <a href="https://courses.seancannell.com/multi-page-sean-podcasts" rel="noopener noreferrer" target="_blank">here</a>.</p><p><br></p><p>- Liked what you heard? Please take a moment to leave us a review; your opinions help us grow.</p><p>- And follow us on our social accounts for even more expert mortgage marketing guidance.</p><p>Want more agent referrals without chasing, cold-calling or paying for leads?</p><p><a href="http://Learn%20More%20About%20myAgent%20Classes" rel="noopener noreferrer" target="_blank">Schedule</a> your call with me and learn more about myAgent Classes.</p>

Jan 17, 20241h 7m

Ep 312How to Get Your Mindset Right for 2024

<p>Today we're talking with <a href="https://www.instagram.com/shaygiff/" rel="noopener noreferrer" target="_blank">Shayla Gifford</a>. She's the VP of Sales and Development and a Branch Manager with Guild Mortgage.</p><p>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.</p><p>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.</p><p><u>Episode Resources:</u></p><p><br></p><p><a href="https://www.instagram.com/shaygiff/" rel="noopener noreferrer" target="_blank">Connect with Shayla on Instagram</a></p><p><a href="http://agifford.com/" rel="noopener noreferrer" target="_blank">Check Out Shayla's Website</a></p><p><a href="http://www.mortgagemarketing.pro/" rel="noopener noreferrer" target="_blank">Learn More About myAgent Classes</a></p>

Jan 4, 202457 min

Ep 311Let Your Clients Verify Employment, Income and Assets

<p>On today's episode we're learning about an alternative to verifying employment, income and assets for your borrowers. <a href="https://truv.com/" rel="noopener noreferrer" target="_blank">Truv</a> 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.</p><p>You'll save your clients money and reduce your time to close with <a href="https://truv.com/industries/mortgage" rel="noopener noreferrer" target="_blank">Truv</a>. Listen to the episode to learn more.</p><p><strong><u>Episode Resources:</u></strong></p><p><a href="https://truv.com/" rel="noopener noreferrer" target="_blank">Check Out Truv Here</a></p><p><a href="https://www.linkedin.com/in/richardgrieser/" rel="noopener noreferrer" target="_blank">Connect With Richard on LinkedIn</a></p><p><a href="http://www.mortgagemarketing.pro/" rel="noopener noreferrer" target="_blank">Get More Agent Referrals with myAgent Classes</a></p>

Dec 27, 202330 min

Ep 310Capturing Business from Agents, Builders and Buyers

<p>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.</p><p><a href="https://getuplist.com/" rel="noopener noreferrer" target="_blank">Uplist</a> 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.</p><p>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.</p><p>Finally, finance flyers have arrived in the digital age! Listen to my conversation with <a href="https://getuplist.com/" rel="noopener noreferrer" target="_blank">Uplist</a> CMO Ben Smidt and check out <a href="https://getuplist.com/" rel="noopener noreferrer" target="_blank">Uplist</a> for more details.</p><p><strong><u>Episode Resources:</u></strong></p><p><a href="https://getuplist.com/" rel="noopener noreferrer" target="_blank">Visit Uplist Here</a></p><p><a href="http://www.mortgagemarketing.pro/" rel="noopener noreferrer" target="_blank">Learn More About myAgent Classes</a></p><p><a href="https://www.facebook.com/groups/MortgageMarketingRadio" rel="noopener noreferrer" target="_blank">Join the Podcast Facebook Group Here</a></p>

Dec 20, 202339 min

Ep 309Lessons from Spending $30 Million Marketing Direct to Consumer

<p>In this enlightening episode, we sit down with Josh Friend, the visionary CEO of <a href="https://insellerate.com/" rel="noopener noreferrer" target="_blank">Insellerate</a>, 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.</p><p>We explore the importance of understanding the consumer psyche and how to effectively leverage digital platforms to maximize reach, engagement and conversion.</p><p><a href="https://insellerate.com/" rel="noopener noreferrer" target="_blank">Learn More About Insellerate</a> <a href="https://www.linkedin.com/in/josh-friend-8400a43/" rel="noopener noreferrer" target="_blank">Connect with Josh on LinkedIn</a> <a href="http://www.mortgagemarketinig.pro/" rel="noopener noreferrer" target="_blank">Learn More About myAgent Classes</a></p>

Dec 14, 202332 min

Ep 308Financial Independence through Real Estate: A One Rental At A Time Story

<p>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?</p><p>Our guest today is Michael Zuber. He's the author of <a href="https://www.amazon.com/One-Rental-Time-Financial-Independence/dp/1793142203/" rel="noopener noreferrer" target="_blank"><em>One Rental At a Time</em></a> and hosts the One Rental at a Time YouTube <a href="http://www.youtube.com/@OneRentalataTime%2055K%20subscribers%2012,693%20videos%2015,120,447%20views%20Joined%20Mar%2014,%202018%20United%20States" rel="noopener noreferrer" target="_blank">channel</a>. (Links Below)</p><p>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.</p><p>Show Notes/Resources:</p><p>Today our guest is Michael Zuber.</p><p><u>Episode Resources</u>:</p><p><a href="http://www.youtube.com/@OneRentalataTime%2055K%20subscribers%2012,693%20videos%2015,120,447%20views%20Joined%20Mar%2014,%202018%20United%20States" rel="noopener noreferrer" target="_blank">Check Out Michaels YouTube Channel</a></p><p><a href="https://www.amazon.com/One-Rental-Time-Financial-Independence/dp/1793142203/" rel="noopener noreferrer" target="_blank">Buy His Book on Amazon</a></p><p>Double your Agent referrals with myAgent Classes. Book a call <a href="http://www.mortgagemarketing.pro/" rel="noopener noreferrer" target="_blank">here</a>.</p>

Dec 7, 202349 min

Ep 307How Loan Officers Are Generating Hundreds of FREE Leads Online

<p>Greg Sher is the Managing Director @ NFM Lending. He's passionate about empowering and inspiring others through media and storytelling.</p><p>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.</p><p>Connect with Greg Sher on LinkedIn <a href="https://www.linkedin.com/in/greg-sher-4501aa53/" rel="noopener noreferrer" target="_blank">Here</a></p><p>Follow Scott Betley on <a href="https://www.instagram.com/thatmortgageguy_/?hl=en" rel="noopener noreferrer" target="_blank">Instagram</a> or <a href="https://www.tiktok.com/@thatmortgageguy" rel="noopener noreferrer" target="_blank">TikTok</a></p><p>Follow Jordan Nutter on <a href="https://www.instagram.com/anutterhomeloan/" rel="noopener noreferrer" target="_blank">Instagram</a> or <a href="https://www.tiktok.com/@anutterhomeloan" rel="noopener noreferrer" target="_blank">TikTok</a></p><p>Double your Agent referrals with myAgent Classes. Book a call <a href="http://www.mortgagemarketing.pro/" rel="noopener noreferrer" target="_blank">here</a>.</p>

Nov 30, 202357 min

Ep 306Critical Activities for Today's Mortgage Market

<p>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.</p><p>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.</p><p><br></p><p>Whether you're a seasoned originator or new to the field, this episode is packed with invaluable guidance to help you excel.</p><p><br></p><p><strong>Episode Resources:</strong></p><ul><li>Learn more about Dale Vermillion and his methods at <a href="http://www.dalevermillion.com/" rel="noopener noreferrer" target="_blank">www.DaleVermillion.com</a></li><li>Double your Agent referrals with myAgent Classes. Book a call <a href="http://www.mortgagemarketing.pro/" rel="noopener noreferrer" target="_blank">here</a>.</li></ul><br/><p><br></p>

Nov 16, 202345 min

Ep 305What's Happening With the Housing Market

<p>On today's episode we're talking with <a href="https://www.instagram.com/logan_mohtashami/" rel="noopener noreferrer" target="_blank">Logan Mohtashami</a>. Logan is a renowned housing market expert recognized for his insightful analysis and commentary on the U.S. economy and real estate market.</p><p>Mohtashami is a lead analyst for <a href="https://www.housingwire.com/" rel="noopener noreferrer" target="_blank">HousingWire</a> and is a regular contributor on the <a href="https://www.housingwire.com/shows/housingwire-daily/" rel="noopener noreferrer" target="_blank">HousingWire Daily</a> podcast.</p><p><u>Episode Resources:</u></p><p><a href="https://www.instagram.com/logan_mohtashami/" rel="noopener noreferrer" target="_blank">Follow Logan on Instagram</a></p><p><a href="https://www.housingwire.com/" rel="noopener noreferrer" target="_blank">Subscribe to Housing Wire</a></p><p><a href="http://www.mortgagemarketing.pro/" rel="noopener noreferrer" target="_blank">Learn More About myAgent Classes</a></p>

Nov 8, 202353 min

Ep 304Dominating Your Local Market With Google Reviews

<p>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.</p><p>He's optimizing his Google Business profile to get found by local homebuyers and referring those deals out to his local agents.</p><p>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!</p><p>Episode Resources:</p><ul><li><a href="https://winningwithwade.com/" rel="noopener noreferrer" target="_blank">Connect With Wade</a></li><li>Book Your Call <a href="https://www.mortgagemarketing.pro/" rel="noopener noreferrer" target="_blank">Here</a> to Learn More About myAgent Classes</li><li>Join the Podcast Facebook Group <a href="https://www.facebook.com/groups/MortgageMarketingRadio" rel="noopener noreferrer" target="_blank">Here</a></li></ul><br/>

Oct 27, 202356 min

Ep 303Sneak Peek Inside Members Only Mastermind Call

<p>In this episode, you’re getting a glimpse inside the Members Only Coaching Call.</p><p>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.</p><p>We also share ideas, work on mindset and accountability, social media strategies and more.</p><p>If you like what you hear, <a href="http://www.mortgagemarketing.pro/" rel="noopener noreferrer" target="_blank">book</a> your call to learn more!</p><p>Listen in to continue to pivot, innovate, adapt, and overcome!</p><p>Episode Resources:</p><ul><li>Book Your Call <a href="https://www.mortgagemarketing.pro/" rel="noopener noreferrer" target="_blank">Here</a> to Learn More About myAgent Classes</li><li>Join the Podcast Facebook Group <a href="https://www.facebook.com/groups/MortgageMarketingRadio" rel="noopener noreferrer" target="_blank">Here</a></li></ul><br/>

Oct 20, 20231h 5m

Ep 302Closing 38 Loans From Posting Videos

<p>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.</p><p>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.</p><p><u>Episode Resources:</u></p><p><a href="https://www.instagram.com/james.and.travis/" rel="noopener noreferrer" target="_blank">Follow James & Travis</a></p><p><a href="http://www.myagentclasses.com/" rel="noopener noreferrer" target="_blank">Get More Agent Referrals/myAgent Classes</a></p><p><a href="https://m.facebook.com/groups/MortgageMarketingRadio/?ref=share" rel="noopener noreferrer" target="_blank">Join the Facebook Group</a></p>

Oct 13, 202343 min

Ep 301Creating Residual Income in Your Mortgage Business

<p>Today we're talking with Kevin Ducey about diversifying your income. Kevin is the Vice President Of Business Development at <a href="https://www.whycomma.com/" rel="noopener noreferrer" target="_blank">Comma Insurance</a>. He has a wealth of experience in mortgage marketing strategies and building residual income.</p><p>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.</p><p>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.</p><p>Episode Resources:</p><p><a href="http://www.whycomma.com/" rel="noopener noreferrer" target="_blank">Learn More About Comma</a></p><p><a href="http://www.myagentclasses.com/" rel="noopener noreferrer" target="_blank">Get More Agent Referrals/myAgent Classes</a></p><p><a href="https://m.facebook.com/groups/MortgageMarketingRadio/?ref=share" rel="noopener noreferrer" target="_blank">Join the Facebook Group</a></p>

Oct 5, 202342 min

Ep 300Master the Market of the Moment

<p>Today, we’re master the market of the moment AND celebrating 300 episodes of Mortgage Marketing Radio with host Geoff Zimpfer.</p><p>Listen in to continue to pivot, innovate, adapt, and overcome!</p><p>Episode Resources:</p><ul><li>Ask Geoff Anything! <a href="https://www.speakpipe.com/AMA" rel="noopener noreferrer" target="_blank">Tap Here</a></li><li><a href="http://www.mortgagemarketing.pro/" rel="noopener noreferrer" target="_blank">Learn More About myAgent Classes</a></li></ul><br/>

Sep 29, 202320 min

Ep 299Lessons in Lead Generation and Marketing Automation

<p>This episode is the prequel to my recent conversation with Michael McAllister about becoming a NextGen Mortgage Originator.</p><p>We talk about the evolution of marketing technology, the consumer journey and the new partnership Michael and I are announcing.</p><p><a href="http://www.empowerfunnels.com/myagentclasses" rel="noopener noreferrer" target="_blank">Learn More About High Level</a></p><p><a href="http://www.mortgagemarketing.pro/" rel="noopener noreferrer" target="_blank">Learn More About myAgent Classes</a></p>

Sep 19, 202333 min

Ep 298What is a NextGen Mortgage Originator?

<p>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.</p><p>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.</p><p>We talk about your personal brand, social media, High Level marketing automation and why leading with education is your killer app.</p><p>Be sure to check out the episode resources listed below. Join the <a href="https://www.facebook.com/groups/ultimateghlformortgagepros" rel="noopener noreferrer" target="_blank">Facebook Group</a> and let's continue the conversation!</p><p><strong><u>Episode Resources</u></strong>:</p><p><a href="https://www.facebook.com/groups/ultimateghlformortgagepros" rel="noopener noreferrer" target="_blank">High Level Facebook Group</a></p><p><a href="http://www.mortgagemarketing.pro/" rel="noopener noreferrer" target="_blank">Learn About myAgent Classes</a></p><p><a href="https://empowerlo.com/" rel="noopener noreferrer" target="_blank">Check Out EmpowerLO</a></p><p><a href="https://g.page/r/CfFyKCJRKjExEB0/review" rel="noopener noreferrer" target="_blank">Leave a Podcast Review</a></p>

Sep 7, 202341 min

Ep 297How to Identify Your Ideal Clients and Partners

<p>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.</p><p>Sam is crushing it with his local agents, teaching classes and building a well-known personal brand for his team.</p><p>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.</p><p><u>Episode Resources</u>:</p><p><a href="https://www.instagram.com/loanguysd/" rel="noopener noreferrer" target="_blank">Follow Sam on Instagram</a></p><p><a href="https://www.myagentclasses.info/enroll-3602" rel="noopener noreferrer" target="_blank">Book a Call With Geoff</a></p><p><a href="https://www.facebook.com/groups/MortgageMarketingRadio" rel="noopener noreferrer" target="_blank">Join the Facebook Group</a></p>

Aug 31, 202353 min

Ep 296Closing Five Loans from Teaching Classes

<p>Today we're bringing another <a href="https://www.myagentclasses.info/enroll-3602" rel="noopener noreferrer" target="_blank">Mortgage Marketing PRO</a> member success story to you.</p><p>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?</p><p>This episode features <a href="https://www.instagram.com/louie_lends/" rel="noopener noreferrer" target="_blank">Louie Wickett</a> with Homeside Lending and how he's funded 5 loans from teaching just two classes.</p><p>Are you ready to say goodbye to cold-calling agents and get referrals on demand like Louie?</p><p>Check out the links below for more details.</p><ul><li><a href="https://www.myagentclasses.info/enroll-3602" rel="noopener noreferrer" target="_blank">Learn More</a> about the Mortgage Marketing PRO Membership</li><li>Join the Podcast Facebook Group <a href="https://www.facebook.com/groups/1689903481297200" rel="noopener noreferrer" target="_blank">Here</a></li></ul><br/>

Aug 28, 202314 min

Ep 295The Truth About Recruiting

<p>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.</p><p>Andy Stewart is the VP of Operations and Dave Hendriksen is the SVP of Sales and Business Development for <a href="https://gohomeside.com/" rel="noopener noreferrer" target="_blank">Homeside</a>.</p><p>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.</p><p>Episode Resources:</p><p>Visit <a href="https://gohomeside.com/" rel="noopener noreferrer" target="_blank">Homeside</a> to learn more.</p><p>Leave Me a <a href="https://g.page/r/CfFyKCJRKjExEB0/review" rel="noopener noreferrer" target="_blank">Google Review</a></p>

Aug 17, 202344 min

Ep 294Rethink Everything You "Know" About Social Media

<p>On today's episode you get a sneak-peek inside one of our weekly Mortgage Marketing PRO Member coaching calls.</p><p>We host four calls each month and one of those four calls features a special guest who is a subject matter expert.</p><p>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 <a href="https://www.kyledraper.com/" rel="noopener noreferrer" target="_blank">KyleDraper.com</a> and <a href="https://www.contentcompounding.io/" rel="noopener noreferrer" target="_blank">ContentCompounding.io</a>, and speaks around the country helping driven professionals discover their story, and grow their business through the power of social media.</p><p><u>Episode Resources</u>:</p><ul><li>Visit Kyles Website <a href="https://www.kyledraper.com/" rel="noopener noreferrer" target="_blank">Here</a></li><li>Connect With Kyle On <a href="https://www.instagram.com/coachkyledraper/" rel="noopener noreferrer" target="_blank">Instagram</a></li><li><a href="https://www.myagentclasses.info/enroll-3602" rel="noopener noreferrer" target="_blank">Learn More</a> about the Mortgage Marketing PRO Membership</li><li>Join the Podcast Facebook Group <a href="https://www.facebook.com/groups/1689903481297200" rel="noopener noreferrer" target="_blank">Here</a></li></ul><br/>

Aug 4, 202359 min

Ep 293Closing $80 Million in a Challenging Market

<p>Paige Bowman is the founder and team leader of <a href="https://www.instagram.com/themtgcollective_/" rel="noopener noreferrer" target="_blank">The Mortgage Collaborative</a> 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."</p><p>You can follow Paige on <a href="https://www.instagram.com/htownmtgchick/" rel="noopener noreferrer" target="_blank">Instagram</a> to connect and get a look at her amazing content.</p><p><u>Resources:</u></p><p>Get more agent referrals in less time. <a href="http://www.mortgagemarketing.pro/" rel="noopener noreferrer" target="_blank">CLICK HERE</a> to learn more about the Mortgage Marketing PRO Membership.</p><p>Join the podcast Facebook Group <a href="https://www.facebook.com/groups/MortgageMarketingRadio" rel="noopener noreferrer" target="_blank">HERE</a>.</p>

Jul 27, 202358 min

Ep 292The Mindset You Need for The Current Market

<p>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.</p><p>The current mortgage market is challenging and unexpected, with interest rate acceleration, consumer confidence dip, and inflation affecting loan officers.</p><p>Despite the challenging market, there is still a significant demand for mortgages, with millions of homes requiring financing.</p><p>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.</p><p>Check the links below for podcast resources.</p><p><br></p><p>Check Out Todd Duncan's <a href="https://toddduncan.com/high-trust-sales-academy/" rel="noopener noreferrer" target="_blank">High Trust Sales Academy</a></p><p><br></p><p>Use PROMO CODE: <strong>HTSACompany2023</strong></p><p><strong> </strong></p><p>Get More Agent Referrals With myAgent Classes <a href="https://www.myagentclasses.info/enroll-3602" rel="noopener noreferrer" target="_blank">Here</a></p>

Jul 19, 202336 min

Ep 291How I Became a Successful Mortgage Originator

<p>On today's episode we talk about:</p><ul><li>Why attracting agents is more effective than chasing them.</li><li>Tips on presenting and selling.</li><li>The power of teaching agent classes to reach a larger audience and generate more referrals.</li><li>Hosting events and creating valuable content for building relationships and growing a mortgage business.</li><li>Tips on starting a podcast.</li></ul><br/><p>Follow Eric On Instagram <a href="https://www.instagram.com/notyouraveragelender/" rel="noopener noreferrer" target="_blank">Here</a></p><p>Check Out Eric's Podcast <a href="https://themortgagepropodcast.com/" rel="noopener noreferrer" target="_blank">Here</a></p><p>Get More Agent Referrals by Teaching Agent Classes [<a href="https://www.myagentclasses.info/enroll-3602" rel="noopener noreferrer" target="_blank">Click Here</a>]</p><p><br></p><p>Join the Podcast Facebook Group <a href="https://www.facebook.com/groups/MortgageMarketingRadio" rel="noopener noreferrer" target="_blank">Here</a></p>

Jul 11, 202356 min

Ep 290PRO Member Gets Referral With Every Agent Class

<p>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.</p><p>She shares her experience as a PRO Member and the impact to her business since joining.</p><p>Episode Resources:</p><ul><li><a href="https://www.myagentclasses.info/enroll-3602" rel="noopener noreferrer" target="_blank">Learn More</a> About Mortgage Marketing PRO</li><li>Join the Podcast Facebook Group <a href="https://www.facebook.com/groups/1689903481297200" rel="noopener noreferrer" target="_blank">Here</a></li></ul><br/>

Jun 29, 202317 min

Ep 289How To Get 300+ Five-Star Google Reviews

<p>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.</p><p>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.</p><p>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.</p><ul><li>Connect with John on Instagram <a href="https://www.instagram.com/johncornish_keymortgagegroup" rel="noopener noreferrer" target="_blank">Here</a></li><li><a href="https://www.myagentclasses.info/enroll-3602" rel="noopener noreferrer" target="_blank">Learn More</a> about the Mortgage Marketing PRO Membership</li><li>Join the Podcast Facebook Group <a href="https://www.facebook.com/groups/1689903481297200" rel="noopener noreferrer" target="_blank">Here</a></li></ul><br/>

Jun 21, 202342 min

Ep 288Building Your Wealth Advisory Team to Get More Referrals

<p>In this episode, we had the privilege of sitting down with Justin Stoddart, author of <a href="https://www.amazon.com/Upstream-Model-Building-Referral-Competitors-ebook/dp/B08P3WRKXR/ref=sr_1_1?crid=8DJX4GNKQHRC&keywords=the+upstream+model&qid=1686597770&sprefix=the+upstream+model%2Caps%2C176&sr=8-1" rel="noopener noreferrer" target="_blank"><em>"The Upstream Model</em></a><em>: Hidden Secrets to Building a Massive Referral Business While Crushing Big Tech Competitors".</em></p><p>We dive deep into the concepts of moving upstream from Solicitor to Peer and Mentor.</p><p><br></p><p><u>Here's a rundown of what we discussed:</u></p><ul><li>The traditional way of selling is no longer effective.</li><li>The Upstream Model is a new approach to selling that focuses on building relationships with key influencers - your Wealth Advisory Team.</li><li>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.</li><li>If you are looking for a more effective way to grow your business, I encourage you to attend our FREE Wealth Advisory Team <a href="https://us02web.zoom.us/meeting/register/tZEkce2spzgsEtMmx0ncCZY0yb46AH4Ri1q6#/registration" rel="noopener noreferrer" target="_blank">preview call</a>.</li><li><br></li><li><a href="https://us02web.zoom.us/meeting/register/tZEkce2spzgsEtMmx0ncCZY0yb46AH4Ri1q6#/registration" rel="noopener noreferrer" target="_blank">RSVP HERE</a></li></ul><br/><p>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.</p><p><br></p><p><a href="https://us02web.zoom.us/meeting/register/tZEkce2spzgsEtMmx0ncCZY0yb46AH4Ri1q6#/registration" rel="noopener noreferrer" target="_blank">RSVP for the Wealth Advisory Team Call</a></p><ul><li><a href="https://www.myagentclasses.info/enroll-3602" rel="noopener noreferrer" target="_blank">Learn More</a> About Mortgage Marketing PRO</li><li>Join the Podcast Facebook Group <a href="https://www.facebook.com/groups/1689903481297200" rel="noopener noreferrer" target="_blank">Here</a></li></ul><br/>

Jun 14, 202359 min

Ep 287How Glenda White Closed Over $7 Million in Agent Referrals

<p>In this episode, we unpack how Glenda White closed over $7 Million in Agent Referrals (and how you can too)</p><p>Episode Resources:</p><ul><li><a href="https://www.myagentclasses.info/enroll-3602" rel="noopener noreferrer" target="_blank">Learn More</a> About Mortgage Marketing PRO</li><li>Join the Podcast Facebook Group <a href="https://www.facebook.com/groups/1689903481297200" rel="noopener noreferrer" target="_blank">Here</a></li></ul><br/>

Jun 8, 202318 min

Ep 286The #1 Purchase Originator in the Nation

<p>Welcome to another exciting episode of Mortgage Marketing Radio! </p><p>In this episode, we have a special guest, Matt Weaver, joining us. </p><p>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.</p><p>During our conversation, Matt shares his valuable insights on how he consistently generates a substantial amount of business and referrals through real estate agents. </p><p>One of his most effective strategies is hosting educational events specifically tailored for agents. </p><p>These events create connections, foster relationships, and ultimately lead to a steady stream of business opportunities.</p><p>In this episode, you'll learn:</p><p>• How Matt Weaver became the top purchase loan originator in the nation.</p><p>• The importance of building strong relationships with real estate agents.</p><p>• The step-by-step process for hosting successful educational events </p><p>• Proven techniques to effectively connect with and educate real estate agents.</p><p>• Actionable tips for nurturing and maintaining agent partnerships. </p><p>To learn more about Matt Weaver and his expertise, visit his website at <a href="https://crosscountrymortgage.com/weaver" rel="noopener noreferrer" target="_blank">crosscountrymortgage.com/weaver</a>.  </p><p>Be sure to check out the episode resources, including a free case study featuring Chris Coghill's success story, which you can download at <a href="https://www.locasestudy.com/" rel="noopener noreferrer" target="_blank">locasestudy.com</a>. </p><p>Join our vibrant Podcast Community on Facebook <a href="https://www.facebook.com/groups/podcastcommunity" rel="noopener noreferrer" target="_blank">Here</a>. </p><p>And if you want to grow your agent referrals using events like Matt Weaver, consider becoming a Mortgage Marketing PRO member <a href="https://mortgagemarketingpro.com/membership" rel="noopener noreferrer" target="_blank">Here</a>.</p>

May 24, 202350 min

Ep 285Secrets of Connecting that Lead to Converting

<p>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.</p><p>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.</p><p>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.</p><p><br></p><p>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.</p><p><br></p><p>Tune in to discover the insider tips and tricks that mega agents utilize to connect and convert at a higher level.</p><p><br></p><p>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.</p><p><br></p><p><u>Episode Resources:</u></p><p><br></p><p>Download the free Chris Coghill case study at <a href="http://www.locasestudy.com/" rel="noopener noreferrer" target="_blank">www.locasestudy.com</a></p><p><br></p><p>Join the Podcast Community in Facebook <a href="https://www.facebook.com/groups/MortgageMarketingRadio" rel="noopener noreferrer" target="_blank">Here</a></p><p><br></p><p>Become a Mortgage Marketing PRO Member <a href="http://www.mortgagemarketingpro.com/" rel="noopener noreferrer" target="_blank">Here</a></p>

May 18, 202349 min

Ep 284Closing $36 Million in Agent Referrals

<p>Welcome to our latest episode of the podcast, where we bring you stories of people who have achieved great success in their careers.</p><p>Today, we are joined by Chris Coghill, a loan officer who has closed an impressive $36 million in loans referred by real estate agents.</p><p>Chris has achieved this by teaching agent classes and building relationships with real estate professionals in his area.</p><p>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.</p><p>He talks about the benefits of teaching classes, such as building trust and establishing himself as an expert in his field.</p><p><u>Here are some of the key takeaways from this episode:</u></p><ul><li>Building relationships with real estate agents is key to success in the loan officer industry.</li><li>Teaching agent classes is a powerful way to build trust and establish yourself as an expert.</li><li>When working with real estate agents, it's important to focus on adding value and building long-term relationships.</li><li>By following these strategies, loan officers can generate significant business and build a successful career.</li></ul><br/><p>To learn more about Chris Coghill's journey and strategies, download the free case study at <a href="http://www.locasestudy.com/" rel="noopener noreferrer" target="_blank">www.locasestudy.com</a></p><p>Join the Podcast Community in Facebook <a href="https://www.facebook.com/groups/MortgageMarketingRadio" rel="noopener noreferrer" target="_blank">Here</a></p><p>Become a Mortgage Marketing PRO Member <a href="http://www.mortgagemarketingpro.com/" rel="noopener noreferrer" target="_blank">Here</a></p>

May 9, 202322 min

Ep 283How to Get Maximum ROI from Your CRM

<p>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.</p><p>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.</p><p>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.</p><p>To learn more from Spencer and connect with him directly, be sure to visit Aidium's website at <a href="https://www.aidium.com/" rel="noopener noreferrer" target="_blank">www.aidium.com/</a>.</p><p><a href="https://www.myagentclasses.com/home-7137" rel="noopener noreferrer" target="_blank">Get the Case Study</a>: Chris Coghill Closed $36 Million in Agent Referrals</p><p>Join the Podcast Community in Facebook <a href="https://www.facebook.com/groups/MortgageMarketingRadio" rel="noopener noreferrer" target="_blank">Here</a></p>

May 2, 202336 min

Ep 282The No B.S. Guide to Unlocking Trust With Clients and Partners

<p>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.</p><p>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.</p><p><br></p><p>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.</p><p><br></p><p>To learn more from Shivani and connect with her directly, be sure to follow her on Instagram at @shivpeter and visit her <a href="https://shivani-peterson.mykajabi.com/" rel="noopener noreferrer" target="_blank">website</a>.</p><p><br></p><p><a href="https://www.myagentclasses.com/home-7137" rel="noopener noreferrer" target="_blank">Get the Case Study</a>: Chris Coghill Closed $36 Million in Agent Referrals</p><p><br></p><p>Join the Podcast Community in Facebook <a href="https://www.facebook.com/groups/MortgageMarketingRadio" rel="noopener noreferrer" target="_blank">Here</a></p>

Apr 27, 202344 min

Ep 281Marketing Lessons in Becoming #1 in Market Share and Closing $4 Billion in Loan Volume

<p>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.</p><p>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.</p><p><br></p><p>He's also Host of the Podcast <a href="https://www.whatisyour1more.com/" rel="noopener noreferrer" target="_blank">What's Your 1 More</a> and Co Founder of <a href="https://www.themarketdistillery.com/" rel="noopener noreferrer" target="_blank">The Market Distillery</a> which helps real estate agents become better marketers.</p><p><br></p><p>Connect with Quinton Here:</p><p><br></p><p><a href="https://www.instagram.com/whatsyour1more/" rel="noopener noreferrer" target="_blank">Instagram</a></p><p><a href="https://www.whatisyour1more.com/" rel="noopener noreferrer" target="_blank">Podcast</a></p><p><a href="https://www.themarketdistillery.com/" rel="noopener noreferrer" target="_blank">The Market Distillery</a></p><p><br></p><p>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.</p><p><br></p><p><a href="https://www.myagentclasses.info/enroll-3602" rel="noopener noreferrer" target="_blank">Click Here</a> to Learn More</p>

Apr 19, 202346 min

Ep 280Secrets of Converting Online Leads to Closed Sales

<p>On this episode we're talking with top producing Mortgage Loan Originator Kyle Wright with American Pacific Mortgage.</p><p>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.</p><p>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!</p>

Apr 10, 202356 min

Ep 279Making Sense of the Market

<p>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.</p><p>Episode Resources:</p><ul><li><a href="https://www.borrowsmartuniversity.com/" rel="noopener noreferrer" target="_blank">Join</a> Borrow Smart University</li><li>The National Institute of Financial Education Facebook <a href="https://www.facebook.com/NIFECLA" rel="noopener noreferrer" target="_blank">Group</a></li><li><a href="https://www.myagentclasses.info/enroll-3602" rel="noopener noreferrer" target="_blank">Learn More</a> About Mortgage Marketing PRO</li><li>Join the Podcast Facebook Group <a href="https://www.facebook.com/groups/1689903481297200" rel="noopener noreferrer" target="_blank">Here</a></li></ul><br/>

Mar 28, 20231h 5m

Ep 278"Members-Only" Mortgage Marketing Pro Coaching Call

<p>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!</p><p>Listen in to continue to pivot, innovate, adapt, and overcome!</p><p>Episode Resources:</p><ul><li>Get More Agent Referrals <a href="https://www.mortgagemarketing.pro/" rel="noopener noreferrer" target="_blank">Here</a></li><li>Join the Podcast Facebook Group <a href="https://www.facebook.com/groups/MortgageMarketingRadio" rel="noopener noreferrer" target="_blank">Here</a></li></ul><br/>

Mar 22, 202322 min

Ep 277How This LO Got 17 Contracts In One Month from Social Media

<p>Today, we're learning how social media can grow YOUR bottom line. Josh Dobson is here to show us how.</p><p>Listen in to continue to pivot, innovate, adapt, and overcome!</p><p>Episode Resources:</p><ul><li>Follow Josh Dobson on Instagram <a href="https://www.instagram.com/mortgagedadof3/" rel="noopener noreferrer" target="_blank">Here</a></li><li>Follow Josh on TikTok <a href="https://www.tiktok.com/@mortgagedadof3?lang=en" rel="noopener noreferrer" target="_blank">Here</a></li><li>Get More Agent Referrals <a href="https://www.mortgagemarketing.pro/" rel="noopener noreferrer" target="_blank">Here</a></li><li>Join the Podcast Facebook Group <a href="https://www.facebook.com/groups/MortgageMarketingRadio" rel="noopener noreferrer" target="_blank">Here</a></li></ul><br/><p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

Mar 8, 202352 min

Ep 276How to Attract, Connect and Convert Real Estate Agents

<p>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.</p><p><strong><u>Episode Resources:</u></strong></p><p>Follow Megan on Instagram <a href="https://www.instagram.com/megan_galbraith_/" rel="noopener noreferrer" target="_blank">Here</a> </p><p>Get More Agent Referrals <a href="https://www.mortgagemarketing.pro/" rel="noopener noreferrer" target="_blank">Here</a> </p><p>Join the Podcast Facebook Group <a href="https://www.facebook.com/groups/MortgageMarketingRadio" rel="noopener noreferrer" target="_blank">Here</a></p><p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

Feb 28, 202355 min

Ep 275The New Must Have Technology for Mortgage Originators

<p>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.</p><p>Listen in to continue to pivot, innovate, adapt, and overcome!</p><p>Episode Resources:</p><ul><li>Learn More About Trust Engine <a href="https://mortgagecoach.com/" rel="noopener noreferrer" target="_blank">Here</a></li><li>Check Out Mortgage Marketing PRO <a href="https://www.mortgagemarketing.pro/" rel="noopener noreferrer" target="_blank">Here</a></li><li>Join the Podcast Facebook Group <a href="https://www.facebook.com/groups/MortgageMarketingRadio" rel="noopener noreferrer" target="_blank">Here</a></li></ul><br/><p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

Feb 16, 202348 min

Ep 274Real Talk with Brad Lea

<p>Today, we're getting REAL, and special guest Brad Lea is here to lead the way.</p><p>Listen in to continue to pivot, innovate, adapt, and overcome!</p><p>Episode Resources:</p><ul><li>Connect with Brad <a href="https://bradlea.com/" rel="noopener noreferrer" target="_blank">Here</a></li><li>Get More Agent Referrals <a href="https://www.mortgagemarketing.pro/" rel="noopener noreferrer" target="_blank">Here</a></li><li>Join the Podcast Facebook Group <a href="https://www.facebook.com/groups/MortgageMarketingRadio" rel="noopener noreferrer" target="_blank">Here</a></li></ul><br/><p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

Jan 26, 202350 min