Mortgage Marketing Radio

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:<p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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<p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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)<p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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)<p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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 <p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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 <p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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 <p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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 <p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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 [email protected]<p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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 <p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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 <p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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 <p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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 <p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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 [email protected] 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 <p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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 <p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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 <p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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 <p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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.<p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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.<p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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. <p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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. <p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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.<p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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? .<p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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.<p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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.<p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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.<p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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? . <p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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.<p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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. <p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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. <p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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:<p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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 <p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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 .<p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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 .<p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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.<p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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.<p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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.<p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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. <p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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. <p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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. <p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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. <p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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. <p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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. <p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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. <p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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. <p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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 . <p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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 <p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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: <p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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. <p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>

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? >> >> <p>Mentioned in this episode:</p><p><strong>MortgageMarketing.pro</strong></p><p>Get more agent referrals, with https://MortgageMarketing.pro</p>