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Episodes

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...
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
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...
Ep #83:How to Get Found Online, Attract Consumers and Win More Deals With Local Search
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...
Ep #82: The Truth About Money
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...
Ep #81: Tim Braheem on Going from Conversion to Connection
July 23, 2018

Ep #81: Tim Braheem on Going from Conversion to Connection

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, th...
Ep #80: How to Automate Your Mortgage Business to Close Loans Faster, Deliver a World Class Borrower Experience and Impress Referral Partners
July 17, 2018

Ep #80: How to Automate Your Mortgage Business to Close Loans Faster, Deliver a World Class Borrower Experience and Impress Referral Partners

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 sim...
Ep #79: Starting a Weekly Mortgage Video Show to Grow Your Business
June 24, 2018

Ep #79: Starting a Weekly Mortgage Video Show to Grow Your Business

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 wi...
Ep #78:How to Rise Above "Great Rates and "Great Service" by Telling Digital Stories That Sell
June 20, 2018

Ep #78:How to Rise Above "Great Rates and "Great Service" by Telling Digital Stories That Sell

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...