Episodes

Real-Estate Home-Loan Agents Mortgage Marketing Coaching Customer Engagement This week on Mortgage Marketing Radio, Geoff talks about habits. And the power of taking a tactical approach to your habitual behavior. You will hear a little bit about Geoff’s upcoming book, and an awesome success story from a Mortgage Marketing PRO member. Atomic Habits and Your Identity The exploration of habits in this episode revolves around the ideas in James Clear’s book ‘Atomic Habits – Tiny Changes, Remarkable ...

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 comp...

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 impres...

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...

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...

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 lea...

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 ...

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...

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 ...

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 re...

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 compl...

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. Th...

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 diffic...

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 ha...

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 cl...

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 Boomera...

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 ab...

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 mor...

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 ...

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...

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. W...

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...

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 ...

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 v...