Episodes
Jan. 31, 2019
Ep #105: How Kelly Zitlow Uses Video to Build Trust and Close 232 Loans
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. Ke...
Jan. 23, 2019
Ep #104: Using Events to Close 327 Loans, Drive Agent Referrals and Explode Your Volume
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...
Jan. 10, 2019
Ep #103: How to Close 216 Units for $75Million Working Remotely and Meeting Agents Over Video
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:...
Jan. 1, 2019
Ep #102: Getting More Agent Referrals by Going Deep vs Wide with Agents
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 2...
Dec. 19, 2018
Ep #101: The Best Mortgage CRM You've Likely Never Heard About...Until Now
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 b...
Dec. 12, 2018
Ep #100: How to Prepare and Profit in the Real Estate Market Shift
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, syst...
Dec. 7, 2018
Ep #99: How to Build a Powerful Personal Brand With a Camera-First Strategy
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 i...
Nov. 24, 2018
Ep #98: How This Loan Officer Made $122K from Facebook Without Running Ads
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 y...
Nov. 15, 2018
Ep #97: How this Top Agent Reached Over 33K YouTube Subscribers and Cold-Calls FSBO's and Expired's
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 you...
Nov. 8, 2018
Ep #96: Personal Branding Lessons and Funding $134 Million from "The Mortgage Geek"
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 ar...
Oct. 31, 2018
Ep #95: The Art of Selling RENO Loans, Prospecting Agent Teams and Closing 250 Loans per Year
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 i...
Oct. 25, 2018
Ep #94: Making the Shift...How a $3 Billion Dollar Originator Goes from Old School to Modern Marketer
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 coun...
Oct. 19, 2018
Ep#93: Build Your Audience and Go Consumer Direct with Your Own Alexa Flash Briefing
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-fou...
Oct. 11, 2018
Ep #92: How to Fire Bad Agents, Rebuild and Become the #1 Purchase Lender in Illinois
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 doe...
Oct. 4, 2018
Ep #91: How Pop-By's and Big Events Help This Top Loan Officer Close 206 Loans Special Guest: Michelle Oddo
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 b...
Sept. 26, 2018
Ep #90: How to Build Trust Quickly, Convert More Leads and Grow Your Business With Video
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 ...
Sept. 19, 2018
Ep #89: A Revealing Look Inside the Business of a $150 Million Dollar Producer
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 l...
Sept. 13, 2018
Ep #88: How to Break Into the Financial Planner Market and Diversify Your Business
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 M...
Sept. 5, 2018
Ep #87: How to Build an Audience and Grow Your Agent Referrals by Teaching Agent Classes
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 las...
Aug. 31, 2018
Ep #86: Getting Your Clients and Referral Partners to Go from Casual to Committed
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 bil...
Aug. 24, 2018
Ep #85: Getting Buyers to Commit and Reduce Rate Shopping
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 al...
Aug. 15, 2018
Ep #84: How a "Real" Facebook Marketing Ninja Generated Over 50,000 Leads and $100 Million in Sales for His Real Estate and Mortgage Clients
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 doi...
July 29, 2018
Ep #83:How to Get Found Online, Attract Consumers and Win More Deals With Local Search
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...
July 24, 2018
Ep #82: The Truth About Money
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 te...