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Episodes

March 26, 2025

This Loan Officer Went From Zero to $50M in 12 Months From Scratch

PJ Crescenzo III moved to a new area and started over from scratch. With no contacts, no referrals, and no excuses, PJ shares his journey of relocating to a new city and going from zero to $50 million in funded loans within just twelve months. ⏰ Timestamps ⏰ 03:00 Relocation and New Beginnings 06:05 Strategies for Networking and Building Connections 12:02 Mindset and Environment for Success 15:04 Time Management and Productivity 25:06 Prospecting Framework: A, B, C Agents Explained 27:11 Scaling...
369
March 26, 2025

From Zero to $50M in 12 Months With No Network, No Referrals, No Excuses

In this high-energy and highly tactical episode, host we reconnect with mortgage professional PJ Crescenzo III, who shares how he boldly relocated to a new market, built a fresh network from scratch, and funded over $50 million in business in just one year. Whether you’re a new LO or a seasoned producer, this episode is packed with insights you can apply immediately. Episode Timestamps: 00:50 – PJ’s bold move to Orlando and landing a dream house 05:06 – PJ’s tactical system: 2 events + 3 one-...
368
March 20, 2025

How to Turn Agent Classes into a 6-Figure Income

Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself? If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success. Done-for-You Realtor Classes – No more guessing what to teach! Coaching & Community – Learn directly from Geoff Zimpfer & industry pros Marketing & Growth Strategies – Get more butts in seats & convert more deals ...
March 19, 2025

Is Sales a Numbers Game or Skills Game?

I've certainly been guilty of that claim. 𝗕𝘂𝘁 𝗵𝗼𝘄 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝗮𝗿𝗲 𝘀𝗸𝗶𝗹𝗹𝘀? Think about Steph Curry. Why is he so admired? It's not because of how many shots he takes to sink a three-pointer. Because of his efficiency with a 🏀. Want to grow your income? Two options you have are... 1) Increase the number of conversations with qualified people. 2) Increase your conversion percentage. Increasing your conversations may move the needle. But being more effective (skills) will help you be more efficient. T...
March 12, 2025

Lead Generation for Loan Officers: Finding the Right Strategy

In this conversation, Alex Machuca discusses the challenges and flaws of traditional lead generation in the mortgage industry. He emphasizes the importance of understanding when to invest in ads, the reality of lead quality, and effective strategies for follow-up and conversion. Machuca introduces innovative ad strategies and highlights the cost structure of lead generation services, advocating for a simplified approach to ad management. He shares key insights for mortgage professionals to maxim...
March 12, 2025

How to Make Your Real Estate Marketing Drive Sales in 2025

Marketing makes sales easier—100% true. But are you using the right kind? If you’re relying only on brand awareness, you’re missing out on real conversions. The secret? Direct response marketing. 💡 Imagine sending just one text: "Are you still interested in buying a home in Orange County?" That’s it. No fluff, no long sales pitch—just a direct message that sparks a conversation. Because all conversion happens in conversation. Ready to try it? Grab your old lead lists, send a message, and watch t...
367
March 12, 2025

The Ugly Truth About Mortgage Leads (And How to Fix It)

In this conversation, Alex Machuca discusses the challenges and flaws of traditional lead generation in the mortgage industry. He emphasizes the importance of understanding when to invest in ads, the reality of lead quality, and effective strategies for follow-up and conversion. Machuca introduces innovative ad strategies and highlights the cost structure of lead generation services, advocating for a simplified approach to ad management. He shares key insights for mortgage professionals to ma...
366
March 5, 2025

The #1 Sales Mistake Your Making That's Costing You $$$

In this conversation, Geoff Zimpfer and Sharran Srivatsaa delve into the current state of the real estate market, particularly focusing on the concept of a 'transaction recession.' They discuss the shift from a momentum-based market to a skills-based market, emphasizing the importance of effective communication and modern selling techniques. ⏰ Timestamps ⏰ 06:07 The Importance of Effective Communication Skills 11:48 Navigating Objections with Skill 20:50 Building a Personal Brand in Real Es...
March 5, 2025

The #1 Sales Mistake You're Making (And How to Fix It)

Episode Summary: Are you struggling to close deals in today’s real estate market? You’re not alone. In this powerful episode, Geoff Zimpfer sits down with Sharran Srivatsaa to uncover why most agents are failing during the 2025 “Transaction Recession”—and what the top 35% are doing differently to win. 💡 Learn the essential skills over scripts mindset, why branding alone won’t save you, and how mastering modern conversations can transform your real estate career. Whether you're an agent or loan o...
Feb. 26, 2025

How Social Selling Changed This Loan Officers Business Forever

Have you done social media wrong like me? Here's how to do "social selling" the right way. @mortgagebynate shared his strategy for social selling to build high-value relationships that also support his business goals. Here's a few key points. 1️⃣ Be strategic about WHO you follow (he shared his exact method for creating a high-value list) 2️⃣ Schedule focused 15-minute "engagement sprints" (these are game-changers!) 3️⃣ Connect authentically through conversations, not just likes. You can get the...
365
Feb. 26, 2025

How to Buy Help Clients Buy Before They Sell

In this conversation, we introduce HomeLight's Buy Before You Sell. They offer a modern bridge loan solution for clients, allowing them to unlock up to $2 million of their home's equity with 0% interest. By partnering with HomeLight, mortgage loan officers can help clients eliminate home sale contingencies and reduce their debt-to-income ratios, enabling them to make stronger, non-contingent offers on new homes. This partnership enhances the services loan officers provide, leading to increased...
364
Feb. 21, 2025

Stop Chasing Agents? [Voice Note]

In this episode, Geoff Zimpfer discusses the current challenges in the mortgage market, referred to as a transaction recession, and shares insights on how to turn setbacks into success. He emphasizes the importance of resilience and introduces the three C's Framework: Connections, Conversations, and Conversions, using the inspiring story of Soichiro Honda as a case study for overcoming adversity and achieving success. Takeaways We Are In A Challenging Market, A Transaction Recession. Mindset ...
363
Feb. 19, 2025

How to Grow Production by 30% Teaching Agent Classes

Takeaways Using agent classes to differentiate yourself from other loan officers. Approximately one-third of Nate's business comes from agents who attended his classes. Nate believes that presenting to a group is essential for success in sales. Social media is a powerful tool for engagement. Utilize private groups to foster community and learning. Balance in-person and virtual training for effectiveness. Leverage affiliates to expand your reach and audience. Chapters 03:02 The Importance...
Feb. 17, 2025

The #1 Activity For Loan Officers to Get Mortgage Leads in 2025

Episode Summary: In this conversation, Geoff Zimpfer and Todd Bookspan discuss the importance of honing skills in the mortgage and real estate industry, emphasizing the need for professionals to adapt to changing market conditions. Todd shares his experience with a 100 calls challenge and highlights the upcoming Modern Mortgage and Real Estate Summit, which aims to provide actionable insights for industry professionals. ⏰ Timestamps ⏰ 00:00 Introduction and Setting the Stage 02:50 The Importance...
362
Feb. 12, 2025

100 Conversations in One Day

In this conversation, Geoff Zimpfer and Todd Bookspan discuss the importance of honing skills in the mortgage and real estate industry, emphasizing the need for professionals to adapt to changing market conditions. Todd shares his experience with a 100-call challenge and highlights the upcoming Modern Mortgage and Real Estate Summit, which aims to provide actionable insights for industry professionals. Takeaways What's old is new again; fundamentals are crucial The Modern Mortgage Summit offe...
361
Feb. 4, 2025

How to Go from Closing 2 to 10 Loans Per Month

In this conversation, Sam Abazari shares insights on coaching loan officers to enhance their productivity and success in the mortgage industry. Sam outlines a structured approach for loan officers to transition from closing 2-4 loans per month to achieving 10 or more, highlighting the significance of lead generation, effective time management, and the value of education in the industry. Takeaways Building rapport through social media can enhance professional relationships. Transitioning from 2...
360
Jan. 31, 2025

Turning Setbacks into Success [Voice Note]

In this episode, Geoff Zimpfer discusses the current challenges in the mortgage market, referred to as a transaction recession, and shares insights on how to turn setbacks into success. He emphasizes the importance of resilience and introduces the three C's Framework: Connections, Conversations, and Conversions, using the inspiring story of Soichiro Honda as a case study for overcoming adversity and achieving success. Takeaways We Are In A Challenging Market, A Transaction Recession. Mindset ...
359
Jan. 28, 2025

Which is Better? Realtors vs. Financial Advisors

In this conversation, Geoff Zimpfer and Todd Ballenger discuss the importance of business planning as they enter the new year, focusing on financial literacy and the role of Certified Liability Advisors (CLA) in the mortgage industry. They explore the current transaction recession, compare the roles of realtors and financial advisors, and emphasize the need for loan officers to create their own markets and build relationships with financial advisors to thrive in a challenging environment. Take...
358
Jan. 10, 2025

2025 Strategic Planning [Voice Note]

In this conversation, I'm sharing some thoughts about how to get clear on the strategies that worked vs fell short and evaluating which activities to focus on for 2025. takeaways Evaluate your activities to identify what drives revenue. Focus on top-performing activities to build momentum. Streamline or eliminate underperforming initiatives. Analyze conversion rates to identify bottlenecks. Maximize relationships with referral partners for better results. Become top of mind through consist...
357
Jan. 3, 2025

Growing Your Reach and Reputation [Voice Note]

In this episode, Geoff Zimpfer unpacks the idea that everything you want is on the other side of your reach and reputation. Episode Resources: ASK GEOFF A QUESTION ❓ Ask Your Question Here WHEN YOU’RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube RATE THIS PODCAST 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify
356
Dec. 20, 2024

Voice Notes: Testing Google's NotebookLM

Welcome to the Show In this episode, Geoff Zimpfer dives into the fascinating world of AI and its potential to streamline content creation while maintaining authenticity. Geoff shares his latest experiment with Google Notebook LM, a cutting-edge AI research assistant, and how it’s helping him create engaging, scalable content for his business and podcast. What You’ll Learn in This Episode AI for Content Creation: How Geoff is using Google Notebook LM to automate and enhance content output. Pra...
355
Dec. 13, 2024

A Change I’m Making in My Content - Voice Notes

ASK GEOFF A QUESTION ❓ Ask Your Question Here *** WHEN YOU'RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify
354
Dec. 11, 2024

The Balancing Act of Being a Mortgage Originator

In this conversation, Geoff Zimpfer and Kelly Yale discuss the multifaceted challenges faced by loan officers in the mortgage industry, emphasizing the importance of personal branding, effective relationship building, and the balance between content creation and fundamental sales strategies. Connect With Kelly on LinkedIn ASK GEOFF A QUESTION ❓ Ask Your Question Here *** WHEN YOU'RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on Li...
353
Dec. 4, 2024

The Road to $100 Million

In this conversation, Jane Floyd shares the key mindset and skills that led to her funding $100 Million in closed loans in 2024. The discussion also covers innovative marketing strategies and the importance of planning for future success by focusing on lead conversion and team collaboration. Timestamps: 00:00 Introduction to Jane Floyd and Her Journey 03:02 The Importance of Passion and Mindset 05:58 Skill Set vs. Mindset: What Comes First? 08:57 Handling Mistakes with Integrity 11:55 Bui...