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Episodes

Ep #108: How to Get 10 Meaningful Engagement's with Agents Every Day
Feb. 20, 2019

Ep #108: How to Get 10 Meaningful Engagement's with Agents Every Day

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 ...
Ep #107: How to Get Alerted the Moment Your Leads are Ready for a Home Loan
Feb. 14, 2019

Ep #107: How to Get Alerted the Moment Your Leads are Ready for a Home Loan

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 c...
Ep #106: The Power of Identity The #1 Secret to Achieving Your Goals
Feb. 6, 2019

Ep #106: The Power of Identity The #1 Secret to Achieving Your Goals

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 tha...
Ep #105: How Kelly Zitlow Uses Video to Build Trust and Close 232 Loans
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...
Ep #104: Using Events to Close 327 Loans, Drive Agent Referrals and Explode Your Volume
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...
Ep #103: How to Close 216 Units for $75Million Working Remotely and Meeting Agents Over Video
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:...
Ep #102: Getting More Agent Referrals by Going Deep vs Wide with Agents
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...
Ep #101: The Best Mortgage CRM You've Likely Never Heard About...Until Now
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...
Ep #100: How to Prepare and Profit in the Real Estate Market Shift
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...
Ep #99: How to Build a Powerful Personal Brand With a Camera-First Strategy
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...
Ep #98: How This Loan Officer Made $122K from Facebook Without Running Ads
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...
Ep #97: How this Top Agent Reached Over 33K YouTube Subscribers and Cold-Calls FSBO's and Expired's
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...
Ep #96: Personal Branding Lessons and Funding $134 Million from "The Mortgage Geek"
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...
Ep #95: The Art of Selling RENO Loans, Prospecting Agent Teams and Closing 250 Loans per Year
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...
Ep #94: Making the Shift...How a $3 Billion Dollar Originator Goes from Old School to Modern Marketer
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...
Ep#93: Build Your Audience and Go Consumer Direct with Your Own Alexa Flash Briefing
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...
Ep #92: How to Fire Bad Agents, Rebuild and Become the #1 Purchase Lender in Illinois
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...
Ep #91: How Pop-By's and Big Events Help This Top Loan Officer Close 206 Loans Special Guest: Michelle Oddo
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...
Ep #90: How to Build Trust Quickly, Convert More Leads and Grow Your Business With Video
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 ...
Ep #89: A Revealing Look Inside the Business of a $150 Million Dollar Producer
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...
Ep #88: How to Break Into the Financial Planner Market and Diversify Your Business
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...
Ep #87: How to Build an Audience and Grow Your Agent Referrals by Teaching Agent Classes
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...
Ep #86: Getting Your Clients and Referral Partners to Go from Casual to Committed
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...
Ep #85: Getting Buyers to Commit and Reduce Rate Shopping
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...