Episodes

In this episode I meet up with my friend Josh Pitts and discuss the importance of consistent content creation on social media for mortgage professionals. The focus is on personal connections and community engagement rather than constantly promoting mortgage-related content. We talk about Josh’s new Shredit app, which simplifies the video editing process for social media content. We wrap up with a discussion about Josh's new adventure of sailing around the world with his family. It’s an incredib...

In this episode, I share a few of the biggest takeaways from the recent Mastermind Summit in Las Vegas. I'll discuss strategies and tactics for closing out the year strong in the mortgage industry. We review the importance of executing the fundamentals, such as building relationships with referral partners, having conversations, and staying in front of agents consistently. We also highlight the need to evaluate and improve accountability metrics, focus on controllable factors, and fall in love w...

In this episode, we talk with Scott Payne from Shape CRM to discuss the importance of standing out in business and optimizing lead management for loan officers. Scott shares his journey of becoming memorable in the industry through his unique personal branding, which includes wigs, humorous t-shirts, and fitness videos. **Top 5 Keys You'll Learn** 1. **Being Memorable:** Find out how Scott used unique outfits, including wigs and muscle shirts, to create a personal brand that stands out in busin...

This episode shares key takeaways and frameworks to evaluate your results as a mortgage originator. We discuss the value of feedback and how to sincerely ask your referral partners for feedback. We also share a cool strategy to talk with your referral partners that creates meaningful connections and lays the foundation for future referrals. Episode Resources: The Agent Referral Xcelerator is Launching June 11th Get on the Waitlist Here

On this episode, Allison Larson, shares her strategies for building relationships with real estate agents and growing her business. She emphasizes the importance of finding agents who have a minimum of five buy-side transactions in the last 12 months and have been licensed for at least a year. She has a very structured process for identifying the right agents to build relationships with and how to maximize the impact of realtor appointments. She emphasizes the importance of being intentional an...

Today we're focusing on how to 10X your business. It's just one episode in a series of short, focused takeaways you can apply to your business for immediate results. We'll start with identifying the top three activities that move the needle in your business and go from there. I'm also launching a NEW, exclusive opportunity to work closely with me to double your agent referrals in 90 days. It's called the Agent Referral Xcelerator. We go live in June but you can get on the waitlist right now. ...

Our guest today is Brian Boero, co-founder of 1000WATT. We're discussing the importance of branding and differentiation in the real estate and mortgage industry in a way that connects with your target audience. Boero shares his opinion around the NAR settlement, particularly for agents who struggle to adapt to the changes. He advises mortgage professionals to support and cultivate relationships with the most capable agents in their market. Highlights: 00:00 Introduction and Background 01:04 ...

It's been one year since having the #1 Loan Originator the Nation on the podcast. Matt and his team have helped over 25,000 families achieve their dreams of homeownership. Today, Matt Weaver is back and he's got a message for you. It's time to get serious or get out of the business. Listen and take notes as Matt shares his Four Pillars of Value and the importance of events in building relationships with real estate agents and driving conversations post-event. This is a must listen and repeat ...

In this episode of Mortgage Marketing Radio our guests are Sue Woodard, Cindy Ertman and Shant Banosian. We delve into innovative strategies for mortgage professionals looking to drive referrals and enhance customer relationships in today’s market. Cindy Ertman, a seasoned keynote speaker at the Mastermind Summit, shares three bold strategies designed to secure affirmative responses from referral partners. Shant Banosian the #1 Mortgage Banker in the country focuses on the crucial elements of ...

In this episode, we'll explore the power of partnerships and how loan originators can be indispensable allies to real estate agents, especially in today's challenging market. Tim Braheem was recognized as one of the top fifty producing loan originators in the United States, reaching a peak in personal production of 676 loans for a total of $236,000,000 in loan volume. Tim speaks on the art of collaboration, offering scripts and strategies for strengthening relationships with agent partners. He...

In this episode of Mortgage Marketing Radio, we welcome John Cornish back for a third time on the podcast! Listen to John's focus on the fundamentals of daily activities and time blocking that thrives on personalized client engagement and consistency. Mondays involve sales meetings and agent outreach, while Tuesdays are for pipeline updates and buyer consultations. His Wednesdays prioritize personal check-ins with pre-approval clients amidst challenging housing markets. So tune in, take notes,...

In today's episode, we dive deep into the complexities of the real estate industry, the essence of financial literacy amongst millennials and Gen Z through the First Home IQ initiative, and the strategic use of social media to foster trust and community leadership with first time home buyers. Don't Miss: Kristin's views on why empowering customers to make knowledgeable decisions is more crucial than ever in today's climate of "distrust in corporate entities". We tackle the role of video in con...

Today we have an insightful conversation lined up that promises to deepen your understanding of the mortgage industry and bolster your business strategies. Joining us is the mortgage maven himself, Brian McCauley, with a staggering 20 years of experience and a track record that includes weathering the tumultuous 2008 financial crisis. In this episode, Brian dives into the art of knowing your business partner's ideal profile, the importance of asking what impresses them, and tailoring your appro...

Today we're diving deep into the seismic shifts shaking up the real estate industry with my guest, James Kleiman, Newsroom Manager at Housingwire and a sharp observer of real estate trends. In this episode, we're discussing the ripple effects of recent settlements and regulatory changes that are reshaping the landscape for agents and mortgage professionals alike. We'll tackle the repercussions of the Department of Justice's hard look at real estate agent practices, and unpack the landmark $418 ...

In this insightful episode of Mortgage Marketing Radio, Geoff Zimpfer welcomes Jordan Nutter to discuss the intersection of mortgage marketing, financial literacy, and social media strategy. Jordan shares her mission to enhance financial literacy throughout the nation, diving into the nuances of balancing loan origination with her 50-city tour in 32 states alongside her family. We also unpack how Jordan’s viral video success created 4,000 leads boasting an impressive 33.33% conversion rate. Ke...

In this enlightening episode, we talk with Tom Moffat and Brandon Love about innovative strategies for using Instagram to connect with REALTORS. From creating exclusive broadcast channels to utilizing the 'close friends' feature, this episode uncovers the power of personalized communication and relationship building on Instagram. Key Points Discussed: - The benefits of switching from a business to a creator account on Instagram for access to a wider array of music for content. - Step-by-step i...

In this episode, myself along with Brian Vieaux, and Kyle Draper delve into the concept of the next generation mortgage loan officer and what it takes to thrive in the modern mortgage industry. We discuss the importance of embracing technology, being a digital native, and the significance of personalized customer service in catering to the diverse needs of the modern client. We also talk about the new book collaboration for Rethink Everything You "Know" About Being a NextGen Loan Officer. Key...

On this episode we welcome Travis Thom, a renowned Facebook and Instagram ad expert and AI marketing strategist, back to Mortgage Marketing Radio for an insightful episode on cutting-edge digital marketing strategies in the mortgage and real estate industries. Key Points Discussed: - The transition from traditional long landing pages to streamlined, mobile-optimized versions that enhance conversion rates. - The emergence of concise bio links and lead ad forms, challenging the dominance of tra...

Today we're talking with Mike Faraci. He's the Founder & CEO of Red Button Media, a video content agency that specializes in creating authentic, professional video content and marketing strategies that get you the attention you deserve. **Here's a breakdown of the top takeaways from our conversation with Mike:** 1. **Harnessing AI Tools for Content Creation:** Mike dishes out how features like Zoom's AI summary are revolutionizing content repurposing, helping you save time and be more efficien...

In this episode, we dive into the art of refining the client experience in the mortgage industry with expert guest Mike Seminari, Director of Customer Experience (CX) with STRATMOR Group. Discover how to transform excellent service into a robust referral system and why your process can make or break client satisfaction. Key Points Discussed: - The strategic importance of optimizing the customer experience to gain more referrals in the mortgage sector. - Mike Seminari’s tips on how to incorpo...

Join us in this enlightening episode of Mortgage Marketing Radio, with guest Daniel Simoanvsky, a top-referred insurance broker in the Kansas City area and a co-founder of a thriving insurance agency. In this episode, we delve into Daniel's innovative approach to building meaningful relationships within the real estate and mortgage industry by leveraging social media, valuable content creation, and personal branding. Time Stamps: 05:54 Focused on mortgage lenders, shifted focus to agents. 15...

We've got Canadian Mortgage innovatorJason Henneberry as our special guest on today's episode. Jason dropped invaluable insights on emotional selling, financial education, and the critical skills for thriving: audience building, deal creation, and deal conversion. 05:34 Tightened regulations impact mortgage market, 2025 surge. 07:32 Retail versus independent mortgage brokers in sales. 12:16 Real estate market shifting due to rising rates. 13:31 Business strategies evolving, focusing on socia...

I am thrilled to bring you my conversation with the renowned YouTube strategist Sean Cannell. We dissect the nuances of creating powerful YouTube content for mortgage professionals, blending high-value content with the seamless use of AI and the irreplaceable human element that propels your marketing to new heights. **Key Points We Discussed with Time Stamps:** - 00:02:34 - Starting with available resources and emphasizing content value over production polish. - 00:09:52 - Strategies for empl...

Today we're talking with Shayla Gifford. She's the VP of Sales and Development and a Branch Manager with Guild Mortgage. Before you set out to conquer your goals in 2024 it's important to have a check up from the neck up. Meaning, how to get your mindset aligned to optimize your skillset and your activities. Shayla's superpower is helping people break free from a limiting mindset and story that hinders them from achieving the best version of themselves. She's especially adept at helping people...