Mortgage Marketing Expert (Phil Treadwell)
Explore every episode of Mortgage Marketing Expert
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| 16 Dec 2020 | 098 Expectations for 2021 with Dale Vermillion | 00:44:57 | |
In this episode I have a conversation with my great friend, and one of my favorite repeat guests, Dale Vemillion. We break down a lot that has happened over 2020, and talk about where mortgage professionals should be focusing in 2021. Dale and I also break down both high-level and tactical tips that will take your business to the next level! | |||
| 22 Jan 2025 | 215 From Goals to Growth: A Mindset of Focus | 00:32:32 | |
In this episode, host Phil Treadwell talks through the strategies for how to make 2025 the best year yet. Building a brand, cultivating relationships, and creating daily habits will push any professional ahead of the rest! Phil Treadwell is an award-winning entrepreneur, national speaker, and podcaster with over 20 years of experience in the mortgage and real estate industry. As the Founder and Mindset Coach at M1 Academy, ranked #4 among the Top 10 Mortgage Coaching Programs of 2023, Phil helps professionals achieve peak performance through proven strategies for mindset and execution. Recognized with multiple honors, including USA TODAY’s Top 10 Founders to Follow in 2024, Phil is dedicated to empowering professionals to reach their full potential. 00:10 New Year, New Goals 02:11 Building Your Habits 03:04 Marketing is Getting Someone’s Attention 04:50 What Content is Best For You? 09:21 Tactical Resources 10:30 Lead Generation 11:55 A Grandma Statement 12:40 Start the Conversation 17:55 From Acquaintance to Client 20:55 What is THEIR Focus? 22:10 Be Respectful of Their Time 23:50 Let Yourself Be Seen 25:35 Have Intentionality 26:30 Putting it All Together 29:45 Consistent and Persistent GET FREE RESOURCES TO ELEVATE YOUR BUSINESS LEARN MORE ABOUT M1 ACADEMY COACHING If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW. And JOIN the M1A Text Community: 214-225-5696
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| 11 Feb 2022 | 129 Rates, Crypto and Housing with Dan Habib | 01:12:51 | |
In this episode Dan Habib breaks down the financial & housing markets in one of the most informative MME podcast episodes. We talk about what the Fed is doing to control inflation and how their actions affect mortgage interest rates; the housing supply & consumer demand outlook for 2022; and how to understand & capitalize on cryptocurrency, blockchain, and NFT's right now. | |||
| 26 Feb 2025 | 220 From Decline to Confidence with Todd Scrima | 00:42:19 | |
In this episode, host Phil Treadwell collaborates with Todd Scrima who shares his journey to success, highlighting the importance of hard work, continuous learning, and consistent effort. Todd stresses the value of connecting with the right people and that real growth comes from developing new skills. He encourages listeners to provide genuine value rather than just seeking help, as people pay for solutions, not problems. Balancing emotional and tactical approaches is essential, and Todd’s core message is clear: success comes from taking consistent, strategic action. Todd Scrima has built his career on helping people grow and achieve financial success. As the founder of one of the nation’s largest mortgage coaching programs, he has mentored over 600 loan officers to seven-figure earnings. He leads multiple companies, including Summit Funding, Jolt Mortgage Marketing, and The Mortgage Podcast, while also managing eight other businesses. An industry thought leader, Todd shares his expertise through his books Dare to Sell and The Loan Officer’s Roadmap to $1 Million. 00:20 Meet Todd 05:15 Go Out and Do the Work 07:30 No One Cares About the Past 10:10 Grow Your Skills 13:00 Call on the Right People 16:10 Building from the Bottom 18:00 Be Honest with Yourself 20:25 What are You Effective at? 24:35 Be Valuable, Not a Beggar 29:10 People Pay for Solutions 32:15 Opportunities are Out There 36:25 Phone Calls Work 38:05 Both Emotional and Tactical 39:05 Are You Taking Action? Stuck on social media? Check out our 30 Day Instagram Posts resource! LEARN MORE ABOUT M1 ACADEMY COACHING If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW. And JOIN the M1A Text Community: 214-225-5696
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| 26 Mar 2025 | 224 No Excuses, Just Results with Mark Perkins | 01:24:56 | |
In this episode, host Phil Treadwell travels to Ohio to sit with Mark Perkins, CEO of Pivot Realty. Mark and Phil discuss the mindset and habits that drive success, emphasizing personal responsibility, discipline, and eliminating excuses. They explore how AI enhances efficiency for top performers while entitlement and inaction keep others stuck. Taking consistent action compounds over time, leading to extraordinary results, while simplifying tasks and focusing on daily execution create momentum. Success isn’t about talent or luck—it’s about mindset, discipline, and showing up. Those who commit to doing the work will always come out ahead. 00:21 A Special Episode 04:35 Get Rid of the Excuses 08:45 Attitude or Actions? 12:10 Are You Going To or Not? 17:00 What the Uncommon Have in Common 26:20 Feelings are Feedback 30:18 Worth It 36:45 Do It as if You Own the Business 41:45 It’s a Sense of Entitlement 47:30 The Opposite is Responsibility 51:40 The Word that Belonged to 2024 55:50 AI = Replacing Professionals? 59:55 Ordinary with a Little Extra 01:03:00 Owning vs. Renting 01:12:40 The Philosophy of Phil 01:16:10 Urgency Combined with Pace of Work 01:20:20 Listen and Contemplate Listen to Mark's Podcast: The Necessary Entrepreneur Connect with Mark: LinkedIn | Instagram REGISTER FOR THE FREE M1 ACADEMY MASTERMIND GROUP If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW. And JOIN the M1A Text Community: 214-225-5696 | |||
| 15 Aug 2024 | 208 Feedback Not Failure: Building Your Brand on LinkedIn with Dan Smokoska | 00:37:42 | |
In this valuable episode, host Phil Treadwell explores the art of personal branding on LinkedIn with expert Dan Smokoska. Dan shares his insights on how to effectively use LinkedIn to grow your professional presence, emphasizing the importance of focusing on your ideal client. He breaks down the strategies for creating impactful content, engaging authentically with your network, and leveraging the platform’s features to build a strong, recognizable brand and mortgage business. Whether you're just starting out or looking to refine your LinkedIn approach, this episode offers actionable tips to turn feedback into fuel for success and elevate your brand to new heights. Dan Smokoska is an expert in the mortgage industry, recognized as the leading LinkedIn and social selling coach. With a background as a former loan officer, he has earned accolades such as being named one of the "40 Under 40" top mortgage professionals. Dan is also the founder of the WinWeekly Newsletter and the co-author of Rethink Everything You Know About Being A Next Gen Loan Officer. Show Highlights: 00:25 - Meet Dan 02:10 - An Interesting Time in the Industry 04:45 - Social Media Selling IS Back to the Basics 07:30 - Building Trust on Social Media 11:30 - Giving it Away 13:30 - Why LinkedIn 18:00 - Failure is Part of the Recipe 24:30 - The Truth About LinkedIn 28:20 - Social Media is Social Proof 31:15 - Getting Results on LinkedIn 36:00 - Just Do the Work
LEARN MORE ABOUT M1 ACADEMY COACHING If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW. And JOIN the M1A Text Community: 214-225-5696 | |||
| 15 Feb 2019 | 031 Travis Thom | 00:46:47 | |
Travis Thom, Founder of Elevated Real Estate Marketing: Travis started his Real Estate career at the age of 19 after attending the Academy of Art Institute in San Francisco and became the youngest Qualifying Broker and Brokerage Owner in the State of New Mexico, where he currently lives. From building psychographic campaigns, buyer personas, and building a deeper understanding of online consumer psychology, Travis helped his brokerage, Venture Realty Group, design larger-than-life marketing campaigns that generated demand and sparked desire.
Fifteen years later he decided to take his skill set to an international level and made the decision to use his marketing skills in a new way by creating something that every agent could enjoy and profit from – Elevated Real Estate Marketing. Through coaching and agency services, Travis has quickly gained national recognition as one of the leading experts for Facebook Marketing in Real Estate. He speaks several times a year at national conferences about Lead Generation Strategies and currently sits on a consulting board for Facebook.
Travis is the founder of the most recognized Facebook Marketing Agency in the real estate industry. He helps brokerages and agents effectively launch Facebook campaigns to increase exposure and acquire leads. His reputation continues to grow from his company’s ability to deliver outstanding ROI vs. other online channels.
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| 06 Apr 2021 | 110 Sustaining Relationships with Shannon Milligan | 00:39:13 | |
In this episode I have a conversation with my friend Shannon Milligan, and we talk about the power of nostalgia in content, why to invest in rookie real estate agents, and what it takes for Realtors to trust you with their clients. She gives incredible advice on what to implement, and specific daily activities, to reach new levels of success. | |||
| 23 Mar 2021 | 108 Clubhouse & Conversations with Giselle Ugarte | 00:49:17 | |
In today’s episode I have a conversation about making an impact on social media with my new friend and growth powerhouse, Giselle Ugarte. We discuss common misconceptions about Clubhouse; the availability of free, live master classes; and being intentional with objectives when using social media. You’ll also hear about keys to building connections, how to have an impact on strangers who have never heard of you, and the importance of getting serious about using Clubhouse. | |||
| 23 Apr 2020 | 070 Top Producer Tips with Dan Keller | 00:34:39 | |
In today’s episode I interview a good friend and top producing Loan Officer, Dan Keller. We talk about the tactics mortgage professionals should use to become a trusted advisor, as well as how to focus yourself and your business to succeed in today's market environment. Dan Keller is a top producing mortgage professional based in Seattle, Washington. He has been a Top 1% Originators according to Scotsman Guide for multiple years. He is an affiliate professor in the School of Real Estate at the University of Washington, and has been blogging in the mortgage industry since 2010. Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Podcast Network – the Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores. | |||
| 19 May 2023 | 167 Blondes Have More Funds | 00:45:17 | |
“You have to be able to diversify, and the way you’ve always done business may not be the way that you continue to get new business, right now and you have to be open to that.” In this episode I‘m joined by Michelle Dugan and Ashley Miller, best friends and co-hosts of the Blondes Have More Funds Podcast, just as they’ve relaunched for their third season. We discuss the importance of flexibility as a Loan Officer in this market, how continuing to take action can set you apart and that the most important thing to become is relatable and relevant. We cover a lot of ground, from podcasting to philosophy and the messiness of being a parent in between. Do not miss out on this conversation! Episode Breakdown: 01:15 - What does it take to be successful right now? 05:13 - The way you've always done business may change 07:15 - You have to take action and KEEP taking action 09:15 - How a social media presence helps people know, like & trust you 14:30 - The "person" is the most important part of the transaction 17:00 - A Philosophy for Using Social Media in your Business 27:40 - Blonds Have More Funds Podcast 38:00 - “Content” is about being relatable and relevant 42:00 - @blondes.have.more.funds on instagram Follow them: @thatmortgageblonde & @michelledugan | |||
| 16 Feb 2024 | 194 Removing Excuses Not to Refer with Kyle Wright | 01:02:57 | |
In this exciting episode of Mortgage Marketing Expert, host Phil Treadwell welcomes guest Kyle Wright, a successful loan officer to share his journey and experience. We delve into Wright's unique approach to success, which he attributes to learning how to do it all. Kyle shares his insights on the importance of solving problems, effectively eliminating any reasons for clients not to refer. Listeners can expect to gain valuable insights into the mindset and strategies that have propelled Wright's success in the mortgage industry. Episode Breakdown: 00:50 - From Orthodontics to Mortgage 04:15 - What it Takes to Produce in THIS Market 06:50 - You Have to Learn How to Do Everything 08:55 - Kyle’s Current Product Mix 10:45 - “You Don’t Need a Backup When You Work With Me” 12:20 - “I WAS the Expert” 16:50 - Conquering Fears 22:45 - Problems to Solve 27:40 - Get Better Than the Other Guy 34:05 - You’ve Got to Do Everything 42:15 - Where People Found Their Lenders 46:00 - More Conversations = More Business 52:25 - Do You Have the Work Ethic? 55:10 - Taking Action is the Only Cure 59:30 - Outliers 01:00:25 - The Slight Edge 01:01:00 - Find an Activity and Quantify It 01:02:00 - Connect with Kyle
https://www.instagram.com/mrloans.mortgage
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| 26 Jul 2023 | 172 Building a Bulletproof Mindset | 00:25:34 | |
“Our life comes down to what we do, and what we tell ourself.” In this episode I share the presentation I did in February at Momentum Builder 2023 in Las Vegas. Momentum Builder is an amazing event and community that you should put on your calendar for this coming February 2024! LEARN MORE In this talk, I give you 4 tactical steps to achieve a bulletproof mindset: Embrace failure, Better your environment, Know where you’re going, and Focus on the right things! Episode Breakdown: 00:30 - Don’t miss Momentum Builder 2024 01:30 - “Welcome to the Real Mortgage Business” 03:10 - “People pay for solutions to their problems.” 04:30 - “Mindset” Defined 06:15 - Fixed Mindset vs Growth Mindset 07:25 - How Phil entered the mortgage business 10:00 - Features vs Benefit 12:05 - You can do "ANYTHING you want” not "EVERYTHING you want” 12:50 - The godforsaken Texas DMV 14:30 - The Feedback Loop 16:20 - CHOOSE the people you want to be around 17:30 - BHAG - Big Hairy Audacious Goal 19:00 - “If you aim at nothing, you’ll hit it every time” 21:00 - The Product of a Teacher & a Builder 22:45 - What a Magnifying Glass can Teach You About Your Business Connect with MME on social media: linktr.ee/mmepodcast LEARN MORE ABOUT M1 ACADEMY COACHING PROGRAMS If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and JOIN our text group: 214-225-5696
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| 08 Jul 2021 | 115 Social Content Strategy with Conor Murnane | 00:56:40 | |
In this episode I chat my new friend Conor Murnane. He and I discuss everything from the growth of Tesla and the rise of content marketing on social media, to Clubhouse and whether or not we should be scared of platforms like Zillow. | |||
| 31 Dec 2020 | 099 The Game Hasn't Changed with Alec Hanson | 00:38:45 | |
In this episode I have a fun conversation with my good buddy Alec Hanson. We get back to basics and talk about how each of us got started in the mortgage business, and how those messages apply to today. We also talk about how to kill it in 2021 and what trends are coming and how to capitalize on them. | |||
| 02 Aug 2019 | 042 Leigh Brown | 00:39:55 | |
This episode is with one of my new favorite people in the real estate industry Leigh Brown! Leigh Brown is a successful REALTOR®, forward-thinking CEO, and #1 best-selling author. She runs one of the top real estate teams in the country, she is a kickin’ keynote speaker and loves everything baseball. Leigh’s successful first book, bestseller Outrageous Authenticity™, paved the path to writing her second book, The 7 Deadly Sins of Sales™ which instantly became an Amazon #1 bestseller! You can also catch Leigh (and friends that she chats with) on her podcast: Crazy Sh*t in Real Estate. Leigh is known for being a sassy Southern woman who is extremely popular for her no-holds-barred approach to motivation. She is currently one of the sales industry’s most sought-after speakers and her inspirational speeches have allowed her to travel all over the United States and the globe – from Miami to Dubai! Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Media Network. | |||
| 15 Dec 2022 | 153 Doing More of What Works with Tom Ferry | 00:48:24 | |
In this episode I chat with one of the most well-known figures in real estate, Tom Ferry. He and I chat about using “significance” to create trust conversations, how to do more things, more often that work in your business, and the importance of who you work with in ANY industry.
Episode breakdown: 01:30 - From stocking shelves to running a company 06:40 - Failure is the path to success 10:40 – How to be growth & reach focused 11:30 – Doing more plays that work more often 16:15 - “What’s significant about that for you?” 21:30 - Opportunities for more relationships 25:45 – Creating “real” relationships with others 30:13 – What we learn from other in the trenches 33:50 - Find your message and then go deep on it 35:54 - Biggest blind spot in mortgage industry? 38:30 - The Experience Economy 40:30 - Why it matters who you work with
Tom Ferry is the #1 ranked Real Estate Educator by Swanepoel Power 200 and the best-selling author of “Life! By Design” and “Mindset, Model and Marketing!”
As founder and CEO of Ferry International, the real estate industry’s leading coaching and training company, Tom’s ever-growing influence impacts professionals in a wide variety of ways – including rigorous accountability coaching, the popular #TomFerryShow delivering free, fresh and relevant real estate tips weekly, highly engaging training events, two best-selling books, and his legendary keynote speeches.
Tom has more than 30,000 hours of coaching experience and works daily to help agents and brokers grow a prosperous business while simultaneously balancing — and loving — their personal lives.
“Making money is easy, having a legacy is hard. Creating impact is easy, creating POSITIVE impact is a little more challenging.”
Make your Continuing Education easy and CHECK OUT Empire Learning!
If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and JOIN our text group: 214-225-5696 | |||
| 16 Jul 2020 | 082 Minimize Time & Maximize Value with Ben Smidt | 00:34:11 | |
In this episode I get to talk with a good friend of mine, and talented digital marketer, Ben Smidt. He and I take some time to talk about how originators can minimize time and maximize value, as well as the digital and social media marketing strategies that originators need to be focusing on right now. CHECK OUT MGIC’s Loan Officer Hub: bit.ly/2NNgGKA If you are enjoying the podcast, please take a second and LEAVE US A REVIEW. MME is a founding member of the Industry Syndicate Podcast Network - download the Industry Syndicate mobile app in Apple & Google app stores. | |||
| 03 May 2019 | 035 Dan Ellis | 00:26:12 | |
Dan Ellis is an author, digital marketing expert and business growth coach. He began his mortgage career as a LO in 1999 and by 2008 he and his branch helped over 3700 families and funded $953 million in loan volume. In 2009 Dan stepped away from the industry for 6 years to focus on his health and fight his worsening symptoms of multiple sclerosis. While away he developed an affinity for marketing online, a love of coaching and a unique perspective to assist the mortgage industry in the digital age. In 2017 Dan joined the team at Deryck Cheney Mortgage Coaching as the Director, Coach, and Trainer for Top Producing Mortgage Professionals. While with the organization Dan’s clients funded over $2 billion in loan volume. In February of 2019 Dan launched Local Business Evolution, a paid for performance agency that coaches local business professionals how to grow their customer base without paid advertising. The company’s products and coaching tactics are simply revolutionizing the way people view online marketing all across the country. | |||
| 19 Oct 2021 | 122 Automation and AI with Michael Bradley | 00:35:47 | |
In this episode I have an intriguing conversation with Michael Bradley from Freddie Mac Single-Family. He and I talk about how COVID has affected our day-to-day business practices, the future of AI in the mortgage industry, and the strategy Freddie Mac uses to implement the massive amounts of data they received. Michael Bradley is Senior Vice-President in Freddie Mac’s Single-Family Division, which provides liquidity, stability and affordability to the nation’s residential housing markets. Michael is responsible for setting the modeling and analytics strategy, as well as positioning Freddie Mac to become the best credit guarantor. He’s been a senior executive with other companies like Citigroup and CoreLogic, and bachelor’s, Master’s & Doctorate in Economics. Michael holds a Bachelor of Science in economics from the University of Delaware and a Master of Science and a doctorate, both in economics, from the University of Illinois. For more information, please visit www.FreddieMac.com and follow on Twitter @FreddieMac If you are enjoying the podcast, please take a second and LEAVE US A REVIEW! MME is a founding member of the Industry Syndicate Podcast Network - check out the entire line-up on our website!
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| 04 Aug 2020 | 084 Trust & Attention with Dave Your Mortgage Guy | 00:39:19 | |
In this episode I get to interview a guy I've been bumping into on social media for years, David Krichmar aka Dave Your Mortgage Guy. He and I talk about how to scale a personal brand on social media, the best ways to navigate a busy mortgage environment, and the importance of focusing long-term. David Krichmar has been in the mortgage industry since 2001 and is an award-winning Mortgage Banker with Legend Home Lending, AKA Dave Your Mortgage Guy. Dave is a Top Producer, he’s written national articles and interviewed been interviewed by major media outlets including Fox Business. CHECK OUT MGIC’s Loan Officer Hub: bit.ly/2NNgGKA If you are enjoying the podcast, please take a second and LEAVE US A REVIEW. MME is a founding member of the Industry Syndicate Podcast Network - download the Industry Syndicate mobile app in Apple & Google app stores. | |||
| 11 Sep 2020 | 091 Influence & Engagement with Neal Schaffer | 00:35:27 | |
In today’s episode I get to interview Neal Schaffer, a leading authority on helping innovative businesses through digital transformation and social media marketing strategy, influencer marketing, and social selling initiatives. We talk about his recently published book "The Age of Influence" that is redefining digital influence and the ways businesses can leverage influencers and use of them daily. | |||
| 07 Oct 2021 | 121 The Necessary Entrepreneur with Mark Perkins | 00:47:43 | |
In this episode I have a cool conversation with a great friend of mine, Mark Perkins. He and I chat about expectations in the real estate industry today, the payoff that comes from committing to the unknown, and how to achieve massive success by focusing on fundamentals. | |||
| 14 Feb 2023 | 159 Nothing Will Change Until YOU Change with Hannah Spanke | 00:29:30 | |
“Nothing will change until YOU change!” In this episode I‘m joined by relationship and life coach, Hannah Spanke. We talk about how she got started in the sex industry, the core reasons relationships fall apart, and how to find happiness in yourself and bring that assurance to your relationships. This is applicable in our personal life AND at work, so pay attention! Hannah Spanke is a Relationship & Life Coach, and Board Certified Clinical Sexologist with a taboo background of nearly a decade in the adult entertainment industry. After years of healing & transformation, she is now an advocate and leader for authentic happiness and radical personal responsibility. Hannah helps people to overcome the pains of their past, gain awareness in how they can deepen their fulfillment in life now, and embody the most honest expression of connection and intimacy with themselves and others. Episode Breakdown: 02:45 - Hannah’s origin story 06:05 - The #1 way to maintain a healthy relationship 08:30 - How to navigate someone else's feelings 11:10 - How to recognize a dysfunctional relationship 12:45 - Communitcating needs to avoid temptation 16:55 - “Am I ENOUGH?” 19:10 - ACL: Accept. Change. Leave. 23:40 - What’s the biggest relationship blind spot? 25:20 - How do you overcome your past? 27:15 - Follow @HannahSpanke Check our Hannah's website: hannahspanke.com This episode sponsored by MyUtilities. LEARN MORE HERE LEARN MORE ABOUT M1 ACADEMY COACHING PROGRAMS! If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and JOIN our text group: 214-225-5696 | |||
| 15 May 2024 | 198 Brand Chooses You with Phil Treadwell | 00:27:24 | |
In this episode, MME host Phil Treadwell talks about the difference with Marketing & Brand, how increase your lead generation and lead conversion numbers, as well as using Motivation & Drive to make progress in today's market environment. He also talks about how to balance your outbound lead gen activities, with attraction marketing efforts, all while continuing to build your personal brand and network. Episode Breakdown: 00:20 – Intro 01:00 – FREE workshop invite 03:31 – We choose marketing, brand chooses us 05:59 – You can’t have a relationship with a company 08:18 – Personal Brand vs. Company Brand 10:21 – People pay for solutions to their problems 13:50 – Increase referrals with social proof 15:57 – You must be RELEVANT 16:29 – Adding Lead Gen to Attraction Marketing 18:30 – Your Net Worth is tied to your Network 22:07 – Motivation vs. Drive 25:05 – Change your perspective about circumstances FREE M1 ACADEMY WORKSHOP REGISTRATION LEARN MORE ABOUT M1 ACADEMY COACHING If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and JOIN our text group: 214-225-5696 | |||
| 09 Dec 2023 | 186 Stacking Successes with Josh Mettle | 00:42:04 | |
In this episode of the Mortgage Marketing Expert podcast, host Phil Treadwell sits down with the accomplished Loan Officer and fellow Podcaster, Josh Mettle, to discuss the power of stacking successes. We dive into how Josh effectively utilizes time blocking and early mornings to fuel not only the growth of his business but also the success of his team. Tune in to discover valuable insights and strategies that can help you optimize your productivity and achieve your professional goals. Josh Mettle is the Division President & Director of Physician Lending at NEO Home Loans, and is a 20+ year veteran of the mortgage industry. Through trial and error, he's learned how to navigate the inevitable ups and downs of the business. With the mortgage industry historically very transactional and interest rate-focused, he gives advice and creates a strategy to select the ideal mortgage with the lowest overall cost and highest impact on wealth accumulation. Episode highlights: 03:00 - What Do Originators Need to Be Focused on Right Now 05:00 - Master the Inner Game 10:00 - How Remaking the Routine Remade Josh 14:20 - Building Momentum For Your Day 19:45 - How Josh Time Blocks 23:55 - Getting Your Team to Buy In to the Strategy 27:40 - Finding Your Niche 33:50 - Success is Consistent and Persistent Effort Over Time 37:45 - “The Loan Officer With the Most Friends in 2024 is Going to Win” 40:50 - Connect with Josh: Instagram | Podcast Check out Freddie Mac's Equitably Speaking podcast If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and JOIN our text group: 214-225-5696 | |||
| 26 Jul 2024 | 205 Investing In Yourself with LaDonna Lockard | 00:32:01 | |
In this dynamic episode, host Phil Treadwell sits down with LaDonna Lockard, the CEO of Maximum Acceleration, to explore her strategies for driving exceptional business growth. LaDonna shares her journey to the top, the power of relationships, and how the importance of in person events help create and strengthen those connections. Don’t miss the special offer to save on your ticket to Originator Connect this August in Las Vegas. Tune in to discover LaDonna's unique approach to achieving maximum acceleration in the mortgage industry and beyond. LaDonna has worked in and around the mortgage and real estate industries for 20 years. Dedicated to changing the perception of what LO's think of when they think of CE, LaDonna is bringing about a new generation in NMLS education. #maxclass 01:10 - Ladonna’s Mortgage Origin Story 04:30 - The Conversation Around Having Conversations 07:15 - Maximum Acceleration 09:15 - A Tactile Approach 13:10 - Originator Connect in Las Vegas 15:45 - Continuing Education Isn’t Just to Check a Box 22:10 - You Don’t Know What You Don’t Know 25:15 - We’re Selling Dreams 27:10 - M1 Academy 29:10 - Invest in Yourself 30:45 - Connect with LaDonna LaDonna: Instagram | Facebook | TikTok | LinkedIn Use code MMEVIP to get Originator Connect for FREE! https://www.originatorconnect.com/ LEARN MORE ABOUT M1 ACADEMY COACHING If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW. And JOIN the M1A Text Community: 214-225-5696 | |||
| 27 Sep 2022 | 144 Navy Seal Leadership Skills with Charles Crouch | 00:43:43 | |
In this episode I am excited to share a conversation with my new friend Charles Crouch. This recording is the third time we talked, after only our initial meeting and then our first attempt at recording an episode, which I failed to turn his microphone on for... He and I talk about the importance of failure in the path to success, the difference between managers and effective leaders, how to avoid time bombs in your life and business, and he even shares some cool Seal stories! Episode breakdown: 00:00 – Intro 01:31 – Charles’s background 03:37 – People will say you can’t do it 05:29 – Have goals not just discipline 07:07 – Self-help books don’t work 09:49 – Diffusing time bombs 12:11 – Turn failure into success 17:04 – Breaking through the plateau 18:49 – Plans vs. strategies 25:19 – Surviving “hell week” 31:27 – Near death experience 34:33 – Writing a leadership book 37:42 – Slow down to speed up 41:03 – Stay consistent and persistent Charles Crouch is a former Navy Seal turned Author & Leadership Development expert. He now leads Truth at Worktable bringing leaders in the workplace to a higher level of ownership. If you know him, you know he is genuine, real and in your face. He is a force for Faith and Righteousness, always willing to help guide others and known to be a Macgyver kind of guy. In addition to being a former Navy Seal, he was previously a CrossFit gym owner & high-level security specialist. Serving in the military his heart quickly grew towards family, being a good leader and doing speaking engagements. His mission is to see others succeed. He wants to see the next generation, the next employee, not just live, but thrive in the life they’ve been given. Learn more at: CharlesCrouch.com Buy his book: https://a.co/d/16GXTMc Connect with him on FB: Charles Crouch Facebook If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and don't forget to connect with us on social media! | |||
| 29 Mar 2019 | 034 Christine Beckwith | 00:38:10 | |
Christine Beckwith is a 30-year veteran of the mortgage industry. She won awards and received accolades in mortgage sales originations as she moved up from a Loan Officer seat all the way to her Regional sales management roles, while consistently producing at the top 5%. For the past 18 years she has run mortgage companies at a senior and executive level. She has become a sought-after public speaker on the mortgage industry circuit, and also become a contributor and columnist to some of the mortgage industry’s best publications. She has won numerous awards including Most Elite Women in Mortgage by MPA, Most Powerful Women in Banking by NMP, and 3x Most Connected Mortgage Professional. On November 1, 2018, Christine fully launched her Coaching company 20/20 Vision for Success Coaching & Consulting into the Mortgage finance and Real Estate world. When asked about future plans, she says in all seriousness with a huge smile, “I plan to go in and grab market share—again—from the boys who dominate this space in our field!” | |||
| 01 Jun 2018 | 006 Dave Savage | 00:25:56 | |
Dave Savage is the founder of Mortgage Coach, has over 30 years experience as a mobile tech pioneer and a mortgage industry agent of change. Committed to educating and preparing lenders and loan officers for the Digital Mortgage Revolution, Dave is often invited to company keynote and industry events such as MBA Tech, Sales Mastery and the Mastermind Summit. He also facilitates the Mortgage Coach Productivity Mastermind group on Facebook to help mortgage professionals connect and learn from each other. Dave helps all originators achieve their personal and company best by creating weekly interviews with top producers and other industry leaders, and sharing these stories and strategies on the Mortgage Coach YouTube channel. To date, Dave has interviewed more than 1,000 leaders and the Mortgage Coach channel has been described as the most valuable YouTube channel for mortgage professionals. | |||
| 17 Mar 2022 | 131 Be a Connector with Kelly Rogers | 00:44:38 | |
In this episode I talk with Kelly Rogers about the ways mortgage professionals can create opportunities in today's changing market, how to become a connector in the community to develop more relationships, and the importance of creating margin in life to invest in yourself, your family and your clients. | |||
| 28 Oct 2024 | 212 Actionable Strategies with Brian Weis | 00:31:58 | |
In this episode of the Mortgage Marketing Expert podcast, host Phil Treadwell is joined by Brian Weis, a CRO Owner, coach, and consultant. Together, they talk through strategies to help build a professional’s production and growth through outsourcing, time-blocking, and collaboration. Don’t miss this episode packed with tactics to find your North Star and grow leads into conversations! Brian Weis is a 30 year mortgage industry veteran. He helps mortgage lenders increase volume and serve more clients. Brian helps real estate companies increase their revenue and improve customer experiences by adding ancillary services. He co-wrote the book “Rethink Everything You Know About Being a Next Gen Loan Officer” to address how things are changing in the industry. 01:15 Meet Brian 03:00 A Need for a Coach 06:00 Role Evolution 08:45 Hungry for Information 10:00 Play the Long Game 13:00 Find the Magic Number 14:25 Think Outside the Box 16:20 Take More Action 17:45 Catalyst for Extra Effort 19:05 How to Find New Excitement 22:45 It All Comes Back to Conversations 24:45 Brian’s Top Tactic 26:40 There’s No Secret Sauce 30:00 Double Down CONNECT WITH BRIAN: Website | LinkedIn | Action Plan Community TAKE YOUR MORTGAGE CRM TO THE NEXT LEVEL WITH AIDIUM: https://thinkaidium.com/ If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW. And JOIN the M1A Text Community: 214-225-5696 | |||
| 02 Dec 2020 | 096 LinkedIn Strategy with Judi Fox | 00:48:58 | |
On today's episode I get to chat with the LinkedIn expert herself, Judi Fox! We talk about everything from Millennial trends and modern consumer behavior, to social media strategies on LinkedIn and Instagram/Facebook. We also walk through examples of how simply networking with other people, and then staying in touch with those contacts, creates some of the biggest opportunities in business. Judi Fox has generated over 5 million views on LinkedIn in the last 2 years, and is featured in Inc Magazine, CEO Magazine, VidSummit, Video Marketing World, People of Video, Top 100 Marketing Podcasts and more. With over 18 years of experience in business development and sales, Judi Fox developed the LinkedIn Business Accelerator Method. Clients are implementing this LinkedIn method to achieve more business and over 1 million content views in 90 days with press features in Forbes, BBC News, and Thrive Global. Follow #FoxRocks on social & visit her website: www.JudiFox.com. | |||
| 24 May 2021 | 112 Scaling Thru Automation with Dave Sims | 00:30:46 | |
In this episode I sit down with Dave Sims to talk about ways to scale mortgage production through automation and what the right metrics are to focus on to win in today’s market. | |||
| 01 Feb 2019 | 030 Chelsea Peitz | 00:34:55 | |
Chelsea Peitz is the National Director of Social Sales for Fidelity National Title Group and a nationally recognized real estate key note speaker who teaches camera first branding strategies. She is also the author of “Talking In Pictures” the only book about how camera first social platforms have changed the way we build a personal brand. Chelsea is national social selling coach for top title insurance sales executives nationwide, and has developed one of the only curriculums focused on social platforms. As a national speaker she shares how camera first social platforms and live video are critical to reaching modern customers, and how to communicate authentically and story-tell, not story-sell. | |||
| 18 Jul 2023 | 171 Growth Mindset and Winning Habits | 00:23:35 | |
In today's episode I’m flying solo again as I talk about what it takes to create a growth mindset, building winning habits, and setting yourself up to achieve massive goals! Episode Breakdown: 01:00 - Takeaways from the "Foward Event" 02:29 - Why people don't accomplish their annual goals 05:07 - Mindset isn't the only thing, but it is the most important 07:12 - What separates LO's that are growing vs. every else 11:05 - You'll never outgrow your self image 14:07 - Failure is part of the path to success, go keep going 18:28 - Shifting your mindset to get where you want to be 21:39 - My mission in the industry Connect with MME on social media: linktr.ee/mmepodcast LEARN MORE ABOUT M1 ACADEMY COACHING PROGRAMS If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and JOIN our text group: 214-225-5696
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| 02 Nov 2023 | 181 Survival Through Innovation with Truv.com | 00:31:18 | |
In this episode of the Mortgage Marketing Expert podcast, host Phil Treadwell sits down with Taylor Stork from Developer's Mortgage, and Kirill Klokov & Richard Grieser from Truv.com, to discuss creating efficiency with innovation in the mortgage space and how Loan Officers and more can save money in their loan process verifications. Taylor Stork is the COO of Developer's Mortgage & President of CHLA Episode Breakdown: 01:15 - The Costs of Originating a Loan & How to Reduce Them 04:45 - How Truv is Saving Clients Money 09:30 - The Evolution of Verifications 14:40 - The Opportunity for Truv 17:15 - How Truv Works for Lenders (and Borrowers) 19:00 - “We need to put the consumer FIRST” 23:00 - What’s the Future of Truv 26:45 - Remind Past Customers You Exist Connect with MME on social media: linktr.ee/mmepodcast LEARN MORE ABOUT M1 ACADEMY COACHING PROGRAMS If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and JOIN our text group: 214-225-5696 | |||
| 30 May 2018 | 002 Barry Habib | 00:34:57 | |
Barry Habib is the CEO of MBS Highway, a platform created to help mortgage professionals articulate the opportunity in the housing market for their clients. He has been a frequent media resource for his housing and mortgage expertise including a long tenure with monthly appearances on CNBC and FOX. Barry was recently named the top Real Estate forecaster by Zillow and Pulsenomics and has been presented with the Crystal Ball Award for the most accurate Real Estate forecasts out of 150 of the top economists in the US. Barry was recognized for having the highest annual origination production in the US on two occasions, and personally originated over $2 Billion dollars in mortgage loan production over his career. | |||
| 24 Sep 2018 | 017 David Lykken | 00:15:36 | |
David Lykken is the Founder of Transformational Mortgage Solutions and is a 45-year veteran of the mortgage industry. He has been the owner-operator of three mortgage banking companies and is the host of multiple podcasts including “Lykken on Lending” & “Lykken on Leadership” reaching thousands of listeners each week. David coaches countless C-level executives and is a regular guest on FOX Business and CNBC. | |||
| 08 Nov 2022 | 148 One Million Jobs & Six Million Miles with Dennis Yu | 00:46:44 | |
In this episode I chat with a incredible guy a met a few years ago, who also happens to be one of the foremost digital marketers in the world, Dennis Yu! He and I talk about the content hack for using video on ALL social media platforms, how to leverage the social algorithms to create attention, and the way to add assistants to your business without spending thousands! Episode breakdown: 00:00 – Intro 02:13 – Who is Dennis Yu 03:10 – Authenticity is the key 06:43 – The power of stories 07:47 – The Jake Paul Effect 12:10 – What to post 18:05 – How to build trust 21:05 – Tom Ferry digital masterclass 23:05 - Living a life of gratitude 28:20 – Dennis’ Guarantee 30:01 – The power of repurposing 36:12 – Automate content sharing 39:12 – Leveraging VA’s for growth 44:55 – Dennis’s VA academy Dennis Yu is the Chief Technology Officer for BlitzMetrics, as well as a former Search Engine Engineer and one foremost authorities on social media in the world today! He’s the co-author of the #1 best-selling book on Amazon for social media, “The Definitive Guide to TikTok Ads”. He has spent a billion dollars on Facebook ads across his agencies and agencies he advises. He's often used as a resource and quoted on CNN, NPR, and in the Wall Street Journal, Washington Post, NPR, and LA Times. He’s spoken at over 750 conferences in 20 countries, having flown over 6 million miles in the last 30 years to train up young adults and business owners. Dennis is on a mission to create one million jobs via hands-on social media training, and partnering with universities and professional organizations. You can find him hiking tall mountains, eating chicken wings, and taking oxygen baths. Virtual Assistant FB Group: https://www.facebook.com/groups/377777747205784 Hire a VA: https://blitzmetrics.com/vah/ Tom Ferry Dennis Yu Masterclass - A Master Class in Digital Marketing with Dennis Yu and Jason Pantana Dennis’ VA academy - https://www.teamblitznation.com/team-blitznation If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and JOIN our text group: 214-225-5696 | |||
| 25 Jan 2019 | 029 Jason Frazier | 00:29:43 | |
Jason Frazier is the founder and CEO of The Agent Marketer, CMO of Wise Agent, and co-founder of the Industry Syndicate Media Network. He is an award winning marketer and national speaker with more than 20 years of expertise in marketing, social media, technology startups and venture capital, holding various senior-level and C-Level positions. He has been blessed to work for and alongside the most talented innovators, disrupters, and visionaries of Silicon Valley, affectionately known as “The PayPal Mafia”.
Frazier was chosen as HousingWire’s Young Rising Star in 2016, their Vanguard Award Winner in 2017, is now one of their featured authors and serves on both Tech100 and Content Advisory Boards. He was also honored as one of the Top 50 Connected Mortgage Professionals by National Mortgage Professionals Magazine and most recently named as a Top Mortgage Video Influencer. | |||
| 22 Dec 2023 | 188 Now is the Time with Kevin Peranio | 00:42:05 | |
In this informative episode of Mortgage Marketing Expert, host Phil Treadwell invites guest Kevin Peranio to delve into the critical concept of market timing. As a seasoned industry expert, KP shares his insights on the common misconception of waiting for the "perfect" time to invest in real estate. They discuss how mortgage officers and realtors can effectively communicate to prospective investors and homebuyers that the ideal time to enter the real estate market was yesterday, highlighting the importance of taking action rather than waiting for the market conditions to align perfectly. The conversation pivots around the idea that the second best time to invest in real estate is always today. Phil and KP explore strategies for educating clients about the benefits of immediate action and the potential cost of inaction. They emphasize that the real estate market, like any other investment market, is bound to fluctuate, but the long-term benefits of home ownership and real estate investment remain substantial. This episode is a must-listen for anyone seeking to understand the dynamics of the real estate market and the role of timing in successful real estate investment. Episode Highlights: 04:00 - The State of the Industry 09:00 - Stay Forward Focused 11:30 - “Timing” the Market 14:45 - The Best Time Was Yesterday, The Second Best is TODAY 19:25 - The “Starter” Home 24:05 - Playing the Long Game 26:55 - You Can’t Be Invisible 31:15 - The Seven D’s 38:00 - Incremental Gains 40:00 - Connect with Kevin: LinkedIn | KP Talks Dollars and Sense | YHTV Financial Freedom Check out Freddie Mac's Equitably Speaking podcast If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and JOIN our text group: 214-225-5696 | |||
| 05 Jul 2019 | 040 Casey Crawford | 00:26:05 | |
In this episode we interview former NFL player and entrepreneur Casey Crawford. Casey Crawford is the Co-Founder and CEO of Movement Mortgage, a $13 billion retail mortgage lender and six-time member of the Inc. 5000 list. He is also the Chairman of Movement Bank and Founder and Chairman of Movement School, a tuition-free public charter school for under-served children in Charlotte, N.C. Based on his belief that a business should be judged not by what it extracts from a community, but rather, by how much it gives, Casey founded the non-profit Movement Foundation as a vehicle to bring life, light and hope to others. To date it has invested more than $37 million in schools, communities and ministries around the world. Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Media Network. | |||
| 12 Oct 2023 | 178 The Reality of eMortgages with Freddie Mac and Mr. Cooper | 00:30:19 | |
eMortgages, and eClosings have been talked about for decades now, but realistically, where are we at with the shift to ‘e’ today and where are we headed? During this discussion, industry experts explore the past, present and future evolution of eMortgages and eClosings, along with the readiness of the current market, how to mitigate adoption hurdles and tips to help lenders integrate into the eMortgage landscape. Visit these Freddie Mac resources to start your digital journey.
Connect with Freddie Mac
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| 10 Apr 2024 | 196 Facts Over Feelings with Craig Davis | 00:39:27 | |
In this episode the spotlight is on guest Craig Davis in a riveting discussion as Phil and Craig delve into their similar coaching styles, underscoring the significance of mindset in shaping our outcomes. They navigate the delicate balance between factual analysis and emotional intelligence in decision-making processes. The conversation is packed with insights, as Craig, shares the experiences and strategies that have led him to success. This episode is a must-listen for those seeking to understand the power of mindset and how to build momentum in your business. Craig Davis has been in leadership for over 20 years serving the Mortgage Industry. He discovered early in his career that his joy is found in helping others achieve more; therefore, helping his team succeed in turn fueled his success. He founded Ascend Xperience Coaching and Speaking with that same passion, to help his clients succeed on purpose, and in their design. He is a conqueror of cancer, a family man, a buddy, and in his own words, just a good human…
02:00 - It’s Okay to Feel Stuck, It’s Not Okay to Remain Stuck 04:55 - Mindset is In Our Control and Shapes our Outcomes 08:00 - Challenges Create Choices, Which Create Opportunity 10:15 - We are Built Emotionally 12:35 - Progress, Not Perfection 15:10 - The Gap and the Gain 17:35 - Confidence is a Skill We Learn 20:25 - From Motivation to Momentum 23:00 - Finding Your Action Steps 27:10 - How to Get More Business 30:50 - People Connect with People, Not Product 32:30 - Focus on the Process, Not the Outcome 35:00 - Daily Ozone Planner 36:00 - Focus on Your Process 37:30 - Connect with Craig: Instagram | LinkedIn Get Craig’s Daily Ozone Planner: https://ascendxc.com/ozone/
LEARN MORE ABOUT M1 ACADEMY COACHING If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and JOIN our text group: 214-225-5696 | |||
| 21 May 2020 | 075 Capturing Referrals with Scott Hudspeth | 00:42:07 | |
In this episode I have an awesome conversation with Scott Hudspeth, Founder of Agent Mastermind & Chief Strategist with Mortgage Marketing Animals. Scott & I discuss referral & lead-capture strategies, as well as taking the fear out of rejection. For more on referral tactics listen to: https://bit.ly/2TOWYkT Special Offer for FREE lead connections with our podcast partner BUNDLE, go to: bundleloan.com/loan-officer/mme | |||
| 19 Mar 2025 | 223 Enhancing Productivity with AI | 00:22:10 | |
In this episode, host Phil Treadwell prepares for a new quarter with a focus on increasing productivity and making the most of the hours in a day. He explores key strategies like time-blocking, AI-driven strategies with ChatGPT, and content techniques that capture attention. These insights help mortgage professionals streamline their workflow, improve marketing efforts, and strengthen client relationships. By applying these tactics, you can work more efficiently, attract the right clients, and elevate your business. This episode is packed with actionable insights to help you stay ahead in a competitive market. Phil Treadwell is an award-winning entrepreneur, national speaker, and podcaster with over 20 years of experience in the mortgage and real estate industry. As the Founder and Mindset Coach at M1 Academy, ranked #4 among the Top 10 Mortgage Coaching Programs of 2023, Phil helps professionals achieve peak performance through proven strategies for mindset and execution. Recognized with multiple honors, including USA TODAY’s Top 10 Founders to Follow in 2024, Phil is dedicated to empowering professionals to reach their full potential. 00:21 New Quarter, Increasing Productivity 02:30 Efficiency with Timeblocking 07:10 The Marketing Formula 09:50 To the Point with ChatGPT 13:30 Get Their Attention 16:35 10-10-10 Strategy 21:00 More to Come Stuck on social media? Check out our 30 Day Instagram Posts resource! LEARN MORE ABOUT M1 ACADEMY COACHING If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW. And JOIN the M1A Text Community: 214-225-5696
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| 03 Jan 2024 | 189 Your Life IS the Content with Tyler Hodgson | 00:38:56 | |
In this insightful episode of "Mortgage Marketing Expert," host Phil Treadwell welcomes guest Tyler Hodgson for a deep dive into the critical aspects of successful mortgage marketing. Hodgson shares his expertise on time management, emphasizing the importance of prioritization and efficiency for mortgage officers. He also unveils effective referral strategies that can significantly enhance client engagement and retention. One of the episode's highlights is Hodgson's exploration of using social media as a CRM tool, providing practical tips on how mortgage officers can leverage these platforms to build relationships, engage with clients, and ultimately drive business growth. This episode is a treasure trove of actionable advice for mortgage professionals looking to optimize their marketing efforts. 03:00 - What Should People Be Excited About in the Industry Right Now 05:30 - How Do You Maintain Growth Even In Challenging Times 08:15 - Leveraging Social Media as a CRM 11:55 - Tips for Time Management 14:45 - You Can’t Just Be a Poster 17:00 - Green Light, Yellow Light, Red Light Activities 19:00 - Recruiting Great Talent 23:30 - Do They Want it Badly? 24:30 - Scaling a Team 29:30 - Overlooking Our Past Client Database 34:15 - “Can you refer 3 buyers to your Real Estate Agent?” 37:55 - Connect with Tyler: Instagram | LinkedIn Check out Freddie Mac's Equitably Speaking podcast If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and JOIN our text group: 214-225-5696 | |||
| 31 Aug 2020 | 088 Authentic Automation with Nate Joens | 00:28:09 | |
In this episode I sit down with another technology entrepreneur, Nate Joens. We talk about converting more leads through automated follow-up, how to create more authentic automation, and the importance of systemizing your lead follow up process. | |||
| 20 Mar 2020 | 064 Social Distancing with Alex Kutsishin | 00:40:14 | |
It has been a crazy couple of weeks in the mortgage industry, so my good friend Alex Kutsishin and I decided to do an episode where we discussed not only some tactical things that mortgage & real estate professionals can do during the social distancing going on with COVID-19, but how we can add value to local communities and the businesses we work for. Alex is an innovator and entrepreneur. His expertise is in people, marketing, digital communication and technology, and he currently serves as Co-Founder & CEO of Sales Boomerang. In 2011 Alex launched the nation’s first code free mobile development software which he exited at the end of 2014. After the buyout he consulted for one of the top business intelligence companies which sold 2 years ago for over $100M. He then consulted for one mortgage industry's best marketing companies which is where he got the idea for his new venture -- Sales Boomerang, the first fully automated Borrower Intelligence software that tells lenders when a prospect or past customer is ready for a loan. In less than 3 years they have discovered over $20B in missed loan volume for more than 80 of the top lenders in the industry. Alex has also been named 40 under 40 by NMP Magazine and Sales Boomerang has won top tech firm in 2019 by Banking CIO Magazine. Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Podcast Network – the Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores. | |||
| 10 Jan 2020 | 055 Culture Matters with Jay Doran | 00:49:06 | |
In this episode I interview Jay Doran, and this is an episode that I think a lot of people are going to enjoy because it talks about the “why” and mindset of the business more than the “what” and tactics. Born in Newark, New Jersey, Jay’s upbringing was not as pleasant as his current lifestyle may seem. At the age of 20, he managed to turn a gym that was failing into a six-figure business in the matter of six months and rapidly he began to understand the way to success was to develop a culture within the company. Culture Matters is the offspring of his realization. He knew the principles of the impeccable culture he created before could be transferred to every single company that exists. Now, he coaches business leaders and high producing salesmen on how to develop cultural alignment within their organizations. He does that by helping them find their inner core values and creating training programs around these values so the initial culture can live forever. Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Media Network – Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores. | |||
| 01 Mar 2023 | 160 How YOU Fit in a Digital Data-Driven Market with Dave Savage and Alex Kutsishin | 00:30:56 | |
“This is NOT just another year in the mortgage business!” Episode Breakdown: 02:00 - How do we take our businesses to the next level in 2023 02:50 - “This is NOT just another year in the mortgage business” 06:00 - This should be one of the most exciting times in our industry EVER 06:55 - TrustEngine - No Borrower Left Behind 09:02 - Our North Star is building trust 15:30 - The Tech team behind TrustEngine & What it’s capable of 21:40 - Wondering how you fit in a digital data-driven world? THIS is it! 22:44 - Steve Brown’s Advice “What Amazon Can’t Do” 26:15 - Blindspots for Mortgage professionals This episode sponsored by MyUtilities. LEARN MORE HERE LEARN MORE ABOUT M1 ACADEMY COACHING PROGRAMS! If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and JOIN our text group: 214-225-5696 | |||
| 30 Jul 2024 | 206 The Crucial Role of Secondary Market Advisors with Vicki Cullen | 00:29:30 | |
In this insightful episode, host Phil Treadwell delves into the essential functions and impact of secondary market advisors in the mortgage industry. Joined by Vicki Cullen, a seasoned expert in the field, the discussion covers how secondary market advisors navigate complex financial landscapes, manage risk, and ensure liquidity in mortgage markets. Vicki shares her experiences and sheds light on the strategies that drive success in secondary markets, offering listeners valuable knowledge on the behind-the-scenes mechanisms that keep the industry thriving. This episode is a must-listen for anyone looking to understand the pivotal role these advisors play in the broader mortgage ecosystem. Vicki Cullen is currently a Sr Account Executive with Freddie Mac – Secondary Market Advisors (SMA). Responsible for managing all SMA relationships, and facilitate and support all SMA’s secondary marketing related business and technology activities, to promote doing business easier with Freddie Mac on behalf of our mutual clients. Vicki holds a BBA in Finance from the University of Wisconsin-Whitewater, and received an MBA Certified Mortgage Bankers designation in October 2022. Vicki teaches for the MBA School of Mortgage Banking - Secondary Marketing, and resides in Jupiter FL with her husband and children. Show Highlights: 00:25 - Meet Vicki Cullen 01:15 - Secondary Marketing 03:00 - How an SMA Integrates in Your Process 05:55 - The Efficiencies of an SMA 08:45 - The Pros & Cons of DIY 12:25 - The Process of a Loan 16:50 - Different SMA’s for Different Needs 18:55 - Why SMA’s Are Crucial for Lenders & Mortgage Pros 23:25 - Becoming a Seller/Servicer 26:00 - Confidence in the SMA & Process 28:15 - Be Trustworthy, Be Smart, Build Trust Learn more about SMA’s: https://sf.freddiemac.com/working-with-us/secondary-market-advisors/integrated-secondary-market-advisors LEARN MORE ABOUT M1 ACADEMY COACHING If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW. And JOIN the M1A Text Community: 214-225-5696 | |||
| 14 May 2020 | 074 Streamline Systems with Khai McBride | 00:45:39 | |
In this episode I get chat with the entrepreneur’s systems coach, Khai McBride. Khai shares the importance of organizing your process, the value of choosing & utilizing the right system tools, and the power of having the right coach. Khai McBride is an expert in systems, database management, and mindset. He thrives in helping mortgage professionals get unstuck by improving their business models, which makes him a highly sought-after speaker for events such as Mortgage Mastermind & Mortgage Revolution. He has a background in technology and project management, and used that knowledge to build a thriving mortgage business that funded over $500 million in just 10 years. Today he coaches loan officers, managers, and owners to achieve their business and personal goals, with more than half of his roster doubling their production within 6 months, and a third reaching the list of Top 1% of Mortgage Originators nationwide. For FREE lead connections with our podcast partner Bundle, go to: bundleloan.com/loan-officer/mme If you are enjoying the MME podcast please take a second and LEAVE US A REVIEW on Apple podcasts or whatever platform you listen on. MME is a founding member of the Industry Syndicate Podcast Network – download the Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores. | |||
| 07 Sep 2018 | 014 Matthew Sullivan | 00:35:24 | |
Matthew Sullivan is the Founder & CEO and of QuantmRE, a blockchain and crypto currency startup that supports homeowners by helping them sell a fraction of the equity in their home without taking on more debt. He was a stockbroker and corporate financier in the City of London, he worked with Richard Branson’s corporate finance team, and was appointed Director and Trustee of Virgin’s London Air Ambulance. Matthew co-founded the $50M Secured Real Estate Income Strategies Fund, and was Founder & President of CrowdVenture.com, a real estate crowd funding company. In his spare time he is a helicopter pilot and the host of his own podcast, “Hooked On Startups.” | |||
| 14 Feb 2020 | 059 What to Post with Chelsea Peitz | 00:45:01 | |
In today’s episode I get to interview my good friend Chelsea Peitz, who also happens to be one the best social media marketing minds in the real estate and mortgage industry. We talk about here new #1 Amazon Best Sellling Book, “What to Post” and she shares tips and tricks to build your social following. Chelsea Peitz is the National Director of Social Sales for Fidelity National Financial and a nationally recognized real estate keynote speaker who teaches sales professionals how to leverage social media and technology to build a powerful personal brand and develop content that generates real leads. She is a national social selling coach and speaker for top title insurance sales executives nationwide who has developed one of the only curriculum focused on using social platforms. Chelsea is a published author of the book “Talking in Pictures”, the only book about how camera first social platforms have changed how we build a personal brand, and her most recent book “What to Post” is an Amazon #1 best seller in 6 categories and teaches you how to create engaging social media content that builds brand & gets results! She’s a frequent podcast and live stream guest, sharing actionable insights and tactics to help agents develop a powerful personal brand. Chelsea has been an Inman Innovator of the Year Nominee in 2018 & 2019 and is the creator and host of The Voice of Social Sales Podcast. Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Podcast Network – Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores. | |||
| 07 Oct 2022 | 146 Go For Stupid with Steve Sims | 00:34:10 | |
In this episode I’m excited to welcome back 4-time guest, and my good friend, Steve Sims. In this episode we talk about defining mistakes so that you can fail forward, understanding what part of failure we are actually scared of, and how to create massive goals and Go For Stupid! Episode breakdown: 00:00 – Intro 02:45 – Living a full life 04:44 – Defining mistakes 07:08 – Steve starts his podcast 10:37 – Elon Musk’s cyber truck 13:00 – An opportunity to unify 15:34 – Entrepreneur soap box moment 17:47 – What we are really frightened of 19:22 – London room full of failures 20:55 – Do you care what people think 22:41– Go for stupid 27:46 – Reactions to lofty goals 32:24 – People’s biggest blind spot Steve Sims is the Founder of The Bluefish, a luxury experiential concierge firm, author of the best-selling book “Bluefishing” and is releasing his latest book “Go for Stupid” which asks the question, what would you achieve if you weren’t afraid of being laughed at? In the age of “gotcha” culture, people are terrified to do anything that might be laughed at. Steve Sims is the exact opposite. In “Go For Stupid: The Art of Achieving Ridiculous Goals” Steve teaches you how to ignore what everyone else thinks and go for big, stupid, ridiculous goals. From organizing a private dinner in front of Michelangelo’s David, to securing a tour of SpaceX led by Elon Musk himself, his accomplishments always start with the same questions: How far can I take this? What would make this a stupid achievement? Steve examines famously stupid goals in history, the key habits of successful people, and lessons from his own career to help you let go of your fear and get out of your own way. PRE-ORDER HERE: amzn.to/3Tmhrdp Connect with Steve: stevedsims.com Text “SIMS” to 33777 If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and don't forget to connect with us on social media! | |||
| 08 Dec 2021 | 126 Audience Engagement with Kyle Draper | 00:25:54 | |
In this episode I team up with my good friend and social media guru, Coach Kyle Draper, as we participate in Pod-a-Palooza to support the non-profit S.O.M.E. (So Others Might Eat). While helping spread awareness and raise money for the charity, we cover a lot of topics relevant to mortgage and real estate professionals, including: becoming more attractive on social by focusing on leadership over sales, how engagement trumps the ROI of content, and navigating what to post by viewing it through the "coffee filter". Kyle Draper's mission in life is to leave people better than he finds them by helping Realtors and Lenders discover and leverage their personal stories and experiences to attract people and build their business. He prides himself on not just teaching about social media, but empowering people to see themselves differently and recognize that we are all doing better than we give ourselves credit for. Kyle is a former youth pastor, turned roofer, turned entrepreneur, now social media expert. He is also a certified speaker, teacher, and coach with the John Maxwell Team. He is passionate about Jesus, his wife (Lana), and his children (Harrison & Everly). Learn more about Kyle Draper by going to: www.kyledraper.com/ If you are enjoying the podcast, please take a second and LEAVE US A REVIEW and don't forget to connect with us on social media! MME is a founding member of the Industry Syndicate Podcast Network! | |||
| 22 Feb 2019 | 032 Phil Treadwell on The Agent Marketer Podcast | 00:41:27 | |
Mortgage Marketing Expert podcast host Phil Treadwell is a guest on the The Agent Marketer Podcast with Jason Frazier. In this episode Phil & Jason talk podcasting, marketing, Industry Syndicate, HousingWire, and the one tactic that mortgage and real estate professionals should focus on in 2019! | |||
| 04 May 2020 | 072 Top Performers with Social Survey | 00:40:24 | |
This is a SPECIAL ANNOUNCEMENT EPISODE from Social Survey, with CEO Scott Harris & SVP of Client & Partner Relations Craig Pollock. We announce the Top Performing Individuals & Top Performing Companies from 2019! Awards are announced for the top small, medium, large, and jumbo company sizes, as well as the overall winner and remaining Top 10 from the Individual Performers category! SocialSurvey empowers businesses to put Customer Experience (CX) data in motion to drive real-time business outcomes. We focus on interactions within customer, employee and product journeys. We help great companies improve experience, reputation and revenues. Our unique, player-integrated approach to customer feedback yields powerful insights while amplifying online reviews, marketing automation and local search rankings. We focus on people and relationships, bringing our team together for a common goal: to Create WOW moments for customers, partners and employees. To view the complete list of winners, go to: www.socialsurvey.com/2019-top-performer/ For FREE lead connections with our podcast partner Bundle, go to: https://bundleloan.com/loan-officer/mme If you are enjoying the MME podcast please take a second and LEAVE US A REVIEW on Apple podcasts or whatever platform you listen on. MME is a founding member of the Industry Syndicate Podcast Network – download the Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores. | |||
| 23 Apr 2024 | 197 What the NAR Settlement Means to YOU | 01:07:52 | |
In this insightful episode of Mortgage Marketing Expert, host Phil Treadwell invites industry experts Marjorie Adam, Dustin Brohm, and Mark Perkins to examine the impacts of the NAR Lawsuit and the impending settlement on the mortgage and real estate sectors. The guests delve into the lawsuit's implications, providing a nuanced analysis of the potential changes and challenges that could reshape these industries. Drawing from their extensive experience, they offer valuable perspectives, dissecting the legal complexities and forecasting the likely effects on industry practices and market dynamics. This episode is a must-listen for professionals seeking to understand and navigate the evolving landscape of the mortgage and real estate industries.
00:25 - Meet Marjorie Adam 01:55 - NAR Lawsuit 05:30 - What the Lawsuit is NOT 07:25 - Is This Good For the Industry 14:20 - Who Falls Outside of this Settlement 15:45 - Are Buyers Agents Gone Now 21:55 - Where is the $ Coming From For Settlement 26:30 - One Tip For Mortgage Pros to Help Realtor Partners 27:45 - Connect with Marjorie 29:25 - Dustin Brohm, The Massive Agent 31:45 - This is NOT a Speed Bump for the Industry 35:00 - Buyer’s Compensation 38:55 - Educating the Agents & Consumers 39:55 - Strengthening Relationships Between Mortgage Pros and Agents 45:35 - Make Sure You Have it RIGHT 47:30 - Connect with Dustin 48:00 - Mark Perkins 49:10 - What Will This Lawsuit Do to the Industry 54:10 - How Real Estate Culture Is Going to Change 57:10 - Loan Officers Need to Level Up Too 01:00:30 - How Do You Teach Greatness 01:05:00 - It’s Okay To Not Be Great, But… 01:06:40 - Connect with Mark
Connect with Marjorie: Real Estate Unscripted Podcast
Connect with Dustin:
Connect with Mark:
LEARN MORE ABOUT M1 ACADEMY COACHING If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and JOIN our text group: 214-225-5696 | |||
| 12 Oct 2018 | 020 Ben Anderson | 00:15:21 | |
Ben Anderson is the Founder of Ben Anderson 365 and is a top loan originator in the US. He was #17 on Scotsman Guide’s 2017 Top Originator List, and has been in the Top 20 for closed mortgage volume from 2012-2017. Ben has closed more than $3 billion in home loans and has helped over 10,000 families achieve the dream of home ownership. He has mastered systems that have made him a top mortgage originator in the US, and has taken his passion for originating and coaching and combined them to develop a program to coach other originators to financial freedom. | |||
| 29 May 2018 | 001 Phil Treadwell, host of MME podcast | 00:27:49 | |
In our first episode, we take a look back at a recent interview with Mortgage Marketing Expert podcast host Phil Treadwell on The Duley Noted podcast. Phil is an entrepreneur and 15 year mortgage industry veteran. With experience as both a retail mortgage banker, and independent mortgage broker, he was a top producer in a multi-state region and has built sales teams in regions all over the country. Phil currently serves as a VP / Area Manager for Highlands Residential Mortgage, covering all of Arkansas and parts Missouri, Oklahoma, and Texas. Drawing from his knowledge and experience coaching originators and building teams he created the Mortgage Marketing Expert podcast. | |||
| 09 Feb 2021 | 101 Customer Voice with Scott Harris | 00:29:33 | |
In this episode CEO Scott Harris shares details behind the recent SocialSurvey re-brand to Experience.com, and we dive deeper into why it's so important be in tune with the customer's voice throughout the sales process, not just at the end. He also spills details that 'haven't been shared on any other podcast' including the name the company almost went with, and the stories behind: the Experience.com domain acquisition and the newest additions of Brittany Hodak & Kristin Messerli. | |||
| 08 Feb 2024 | 193 Is Your Plan Good Enough: Building Momentum with Don and Gino | 00:29:19 | |
In this episode of Mortgage Marketing Executive, host Phil Treadwell invites the dynamic duo, Don and Gino, founders of DG Media Inc and the Momentum Builder annual event. The conversation revolves around this year's Momentum Builder event, focusing on the importance of identifying and addressing the right problems to ensure business growth. Don and Gino emphasize the transformative power of relationships in both personal and professional realms. Tune in to gain valuable insights from these industry pioneers and get a great deal to attend Momentum Builder 2024. 00:30 - 2 Weeks from Momentum Builder 2024 02:00 - How Don and Gino are Overcoming the Challenges of 2023 04:15 - No Fluff, All Tactics 05:20 - The Strategy that Got You Where You Are, Is Not the Strategy That Gets You To the Next Level 07:00 - Are You Solving the Right Problem? 08:20 - Tools AND Excitement to Implement Them 10:40 - The 3 Parts of Your Business You MUST Focus On 12:25 - Eliminate Fear 15:30 - Networking Can Change Lives 19:25 - It’s a Buffet 21:15 - It’s Not JUST About Your Business 22:30 - The Inside Deal on Momentum Builder 2024 24:35 - 2024 WILL Be Better, Will You Be Ready? 26:30 - Don & Gino’s Tips for Mortgage Professionals to Succeed in 2024 For OVER 50% OFF tickets to Momentum Builder send a DM to @philtreadwell If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and JOIN our text group: 214-225-5696 | |||
| 13 Apr 2022 | 134 Digital Evolution with Srijana Giri | 00:35:06 | |
In this episode I have conversation with Srijana Giri, and we talk about the digital evolution of income and asset verification tools, ways data can expand access to credit for borrowers, and how to be more productive & profitable leveraging technology. | |||
| 27 Dec 2019 | 054 Capturing Leads with Andrew Pawlak | 00:37:43 | |
In this episode I get to interview a long time friend, and extremely talented digital marketer, Andrew Pawlak. Andrew and I break down the types of content mortgage and real estate professionals should be creating, why podcasting has been such a powerful platform for each of us, and which social channels mortgage and real estate professionals should actually be focusing on in 2020. As an entrepreneur with over 15 years of sales and digital marketing experience, Andrew has been a pioneer in conversion optimization for mortgage and real estate marketing since starting in the industry in 2004. He has co-founded 2 successful internet startups in the mortgage and real estate space, including leadPops, Inc., where he is the CEO. Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Media Network – Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores | |||
| 09 Aug 2019 | 043 Michelle Berman | 00:27:25 | |
In this episode, we discuss how to increase Instragram engagement with Michelle Berman, an influencer who specializes in Instagram branding for mortgage professionals! Michelle is the owner and founder of Berman Media Pd, Inc and the creator of The Instagram Power Method. She is a 5-year veteran of working exclusively with the Real Estate and Mortgage Industry on how to leverage the power of Instagram for brand visibility and lead conversion. Michelle has worked with lenders in multiple states and has educated well over 100 Real Estate Agents through her online course and seminars. The Instagram Power Method’s mission is to help Real Estate and Mortgage Professionals create high-value content, with a twist, designed to allow leads in their target market and demographic to come to THEM instead of being sought after and cold called. Michelle is a graduate of Rutgers University and is pursuing a Masters in Social Media Public Relations through Kent State. From the Phoenix area, she and her husband spend their free time competing in Olympic Weightlifting and enjoying many activities outdoors. Instagram Power Method: http://bermanmediapd.com/InstagramPowerMethod Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Media Network. | |||
| 10 Jan 2019 | 027 NEXT Mortgage Conference – Molly Dowdy & Jeri Yoshida | 00:19:59 | |
Molly Dowdy & Jeri Yoshida are co-founders of NEXT Mortgage Conference, a two day tech-focused summit for women mortgage executes. A biannual event, NEXT is the mortgage industry’s preferred gathering point for accomplished executives to meet, learn and exchange information. NEXT is comprised of informative talks, educational technology demos, an exhibit/meeting hub and plenty of networking opportunities, offering a comprehensive learning and networking experience in the comfortable surroundings of a boutique event. | |||
| 19 Feb 2025 | 219 Boost Your Brand Awareness with Justin Ulrich | 00:36:44 | |
In the episode, host Phil Treadwell meets with Justin Ulrich, VP of Marketing at Evocalize. Justin shares insights on effective marketing strategies and emphasizes the importance of investing in content that converts, engages audiences authentically, and feeds social media algorithms for better reach. The discussion covers the power of networking, building in public to foster trust, and leveraging AI tools like ChatGPT to enhance productivity. Don’t miss this episode for powerful strategies on marketing, networking, and using technology to elevate your business! Justin is a seasoned marketing leader known for his creative expertise and innovative go-to-market strategies. With experience across B2B and B2C industries like software, real estate, telecom, and more, he specializes in channel marketing, brand management, and demand generation. His strategic vision and execution drive transformative results. 00:20 Meet Justin 03:30 Marketing and Client Partners 07:30 Putting Money Where the Post Is 11:00 Give Business to Get Business 14:50 Engage Your Audience 17:45 Feed the Algorithm 21:25 Building in Public 24:30 People Work With People 25:45 Lean into the Platforms 27:55 Leverage Technology and AI 31:40 Benefits of ChatGPT 35:00 Don’t Wait, Just Start Follow Evocalize on LinkedIn | Facebook | Instagram | YouTube | TikTok Wanting to use Evocalize for your business? Click here! Stuck on social media? Check out our 30 Day Instagram Posts resource! LEARN MORE ABOUT M1 ACADEMY COACHING If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW. And JOIN the M1A Text Community: 214-225-5696
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| 02 Feb 2021 | 100 MME All Stars - Some of the most downloaded guests return! | 01:57:29 | |
I’m so excited to share episode 100 of the podcast! We are doing a compilation episode of 10 guests from some of our most downloaded and engaged episodes. We cover a variety of topics from social media to market conditions to 2021 to what to focus your business on in the wake of so many changes over the last year. Check out the guest list and their website & Instagram handles:
ALSO, to get updates about the MME podcast, marketing tips, and to TEXT with me directly, shoot a message to: 214-225-5696! | |||
| 23 Nov 2021 | 125 Professional Purpose with James Duncan | 00:49:29 | |
In this episode I finally have my good friend, and Thrive colleague, James Duncan on the podcast. We cover a lot of topics relevant to mortgage and real estate professionals, specifically: the importance of having a fresh perspective in the industry over the next few years, techniques to expand borrower rate questions into broader conversations about meeting their needs, and how to create content that is more relevant to consumers by showing them benefits and not just features. James Duncan is the Director of Marketing & Engagement at Thrive Mortgage and a long-time veteran of the Real Estate industry. He got his start working for a custom home builder in 2004 in Central Texas. During that time, James also earned his Realtor’s license and worked with homeowners, investors, and builders all over the Austin area. In 2012, he transitioned to the Mortgage industry. Leaning heavily on his experience as a former High School Teacher, James quickly advanced through the ranks as a Trainer, Coach, and Curriculum Developer for Thrive Mortgage. In addition to teaching and curriculum development, his expertise in leading Sales & Marketing initiatives led to his appointment as the head of all Marketing Operations for Thrive in August of 2018. Since that time, the Marketing Division at Thrive Mortgage, as well as the company itself, has seen incredible growth and brand recognition becoming known as one of the most innovative, forward-thinking, and resourceful departments in the industry. James is husband to a rock star Cardiac Cath Lab Nurse (Dalawna), father to two teenage boys (pray for him), and a proud graduate of Baylor University. Learn more about James Duncan by going to: mortgage-teacher.com If you are enjoying the podcast, please take a second and LEAVE US A REVIEW and don't forget to connect with us on social media! MME is a founding member of the Industry Syndicate Podcast Network! | |||
| 15 Feb 2021 | 102 Market Greed & Optimism with Dan Rawitch | 00:39:18 | |
In today's episode I have a super interesting conversation with Dan Rawitch about what he sees coming for the housing market and the broader economy. He shares why housing will stay strong in 2021, as well as his thoughts on other parts of the financial markets. He also gives his advice on how industry professionals should use and leverage some of the income that has been created from the huge wave from 2020. | |||
| 07 Feb 2020 | 058 Goals & Milestones with Kelsey Rauchut | 00:31:07 | |
In this episode interview my friend Kelsey Rauchut, and we discuss personal brand building and how to maximize that exposure for your business. Kelsey Rauchut is an industry leading National Business Development Manager with AnnieMac Home Mortgage. Award winning media expert, sought after speaker, awarded top producer Presidents Club 2018 & 2019 winner. National Mortgage Professional Magazine nominated Kelsey as one of the “Most Powerful Women in Mortgage Banking.” Nominated by industry professionals as a “Women with Vision” award winner by Mortgage Women Magazine. Kelsey is a Mortgage & Real Estate connector, a personal development hunter, driven by faith. She is the Host & Creator of “The Inside Edge” a podcast featuring industry leaders both Mortgage and Real Estate Experts. As seen on Mortgage Marketing Animals “Loan Officer Freedom” podcast powered by Carl White, highlighting “Women in the Mortgage Industry.” She takes an innovative approach providing new solutions for increasing monthly transactions for mortgage and real estate professionals nationally to thrive in today’s condensing market. Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Podcast Network – Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores . | |||
| 18 Feb 2021 | 103 Building Wealth with Jackson Millan | 00:33:53 | |
In this episode I chat with a new friend from Australia, that I recently met on Clubhouse, Jackson Millian. We chat about how Clubhouse is changing the social media landscape; the importance of shifting focus from vanity metrics to long-term relationships when using social media to build your business; and creating a benchmark of earning $400,000, 4 days/week, 44 weeks/year, and building fast-tracking your way to $4 million in net worth! | |||
| 03 Jun 2021 | 113 Content Compounding with Kyle Draper | 01:06:02 | |
In this episode I have an incredible conversation about content creation and social media with one of the best in the game, Kyle Draper. We cover talk about everything from audio content through podcasting and Clubhouse, to the how-to about video and why it's still one of the most powerful tools for building a big business. Kyle shares tactical tips on using video and social media to grow, and we peel back the layers to go a little deeper into the mindset side of marketing and building a strong personal brand. | |||
| 30 Jan 2024 | 192 Appraisal Trends in 2024 with Freddie Mac | 00:31:47 | |
In this episode Phil Treadwell is joined by industry expert Scott Reuter from Freddie Mac to explore the latest appraisal trends in 2024. With their combined expertise, they delve into the evolving landscape of property appraisals, discussing topics such as technological advancements in the appraisal process, the impact of appraisal bias, and the opportunities for new entrants to the appraisal field. This insightful conversation provides valuable insights for mortgage professionals looking to stay ahead in the rapidly evolving market we face. 02:00 - Market Conditions Adjustment 04:50 - An Opinion of Value 07:05 - Appraisal Bias 11:30 - Appraiser Diversity 16:45 - Different Valuation Options 22:30 - Emerging Technology 29:55 - Advice for Mortgage Pros Episode resources: Collateral Valuation and Appraisal Resources: https://sf.freddiemac.com/working-with-us/appraisers/overview Practical Guide for Objective Appraisals: https://sf.freddiemac.com/articles/insights/more-objective-appraisals-a-practical-guide-for-appraisers Appraiser Diversity Initiative (ADI): https://www.appraisalinstitute.org/the-appraisal-profession/appraiser-diversity-initiative/ Check out Freddie Mac's Equitably Speaking podcast If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and JOIN our text group: 214-225-5696 | |||
| 07 Jun 2022 | 137 Lifetime Client Value with Danny Horanyi | 00:50:50 | |
In this episode I chat with a good friend of mine, Danny Horanyi. He and I discuss . | |||
| 30 Nov 2018 | 024 Joe Fairless | 00:28:30 | |
Joe Fairless is a real estate investor that started buying multifamily properties in 2013 and now controls over $400,000,000 worth of real estate with a portfolio of 4,269 units. He is also the host of the world’s longest running daily real estate iTunes podcast, Best Real Estate Investing Advice Ever, where he has interviewed guests such as Barbara Corcoran, Robert Kiyosaki, Emmitt Smith, and Tony Hawk. Joe has authored several books covering real estate investing and apartment syndication, including Best Real Estate Investing Advice Ever Volumes I and II, and, BEST EVER Apartment Syndication Book. Joe’s real estate advice has been featured on Forbes, Yahoo! Finance, Huffington Post and he was named 2018 Multifamily Investor of the Year by Think Realty. He is on the Board for Junior Achievement and received the honor of Outstanding Alumni at Texas Tech University. | |||
| 09 Jul 2024 | 203 Amplifying Relationships with Ryan Hills | 00:41:28 | |
In this engaging episode, host Phil Treadwell chats with Ryan Hills about his unique journey from ministry to mortgage and delves into the importance of building and nurturing relationships. He emphasizes the significance of taking action now to achieve success cuts through the cliche of “motivation” to highlight the necessity of discipline to overcome periods of adversity. Listeners will gain insights into his marketing formula and unconventional strategies. Tune in for an inspiring and informative conversation. The RESource, led by Ryan Hills, RC, and Eric Yokley, has been a prominent figure in the real estate and mortgage industry for almost 15 years. Known for their engaging weekly videos, they have garnered a loyal following across the nation, featured on platforms like the National Real Estate Post and Think Big Work Small. Beyond entertainment, their influence extends into serious industry collaboration with leaders such as Mortgage Coach and Keller Williams International. What sets them apart is their unique blend of education, motivation, and humor, making their shows both insightful and entertaining. For anyone seeking an engaging and enlightening experience in real estate and mortgage, The RESource promises to deliver inspiration and entertainment in equal measure. 00:25 - Meet Ryan Hills 02:15 - From Ministry to Mortgage 07:45 - Amplifying Your Relationships 11:45 - What Are You Doing NOW to Win? 13:25 - 945 Days of Adversity 17:05 - Motivation vs. Discipline 24:00 - Stay Committed to the Strategy 25:20 - Systems and Processes 31:00 - The Marketing Formula 36:40 - Left Field Strategies 39:45 - There’s a Million Ways to Make a Million Bucks Connect with Ryan: Movement.com | LinkedIn
LEARN MORE ABOUT M1 ACADEMY COACHING If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW. And JOIN the M1A Text Community: 214-225-5696 | |||
| 05 Oct 2018 | 019 Scott Harris | 00:26:39 | |
Scott Harris is the CEO of SocialSurvey and is passionately a Dad to his 4 children and Pops to his 3-year-old grandson. He is Co-Founder of Buyer’s Road, Inc. and the primary innovator of the SocialSurvey platform. Prior to founding Buyer’s Road, he held senior executive positions in both financial mortgage lending and real estate companies. Scott has been creating technology solutions in the mortgage and real estate industries for over the last 15 years. | |||
| 30 Aug 2019 | 045 Mike Eshelman | 00:34:41 | |
In this episode we have a guest that I’ve been excited to have on the show for months now, Mike Eshelman. Mike is one of the foremost experts on leveraging big data, and how it’s going to affect the mortgage industry in the coming years. Mike Eshelman is the Head of Consumer Finance at Jornaya, the leading provider of consumer journey behavioral data. With over 15 years of experience in consumer finance, Mike has extensive knowledge in marketing, marketing operations, and leveraging unique data sets to deliver desired results in the mortgage and personal loans industries. Named one of the most influential mortgage professionals to watch in 2018, Mike regularly works with the country's top marketers for technology-driven bank and non-bank mortgage lenders to gain a better understanding of their consumers' shopping behaviors. Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Media Network. | |||
| 21 Jul 2022 | 139 Appraisal Adjustments with Scott Reuter | 00:43:36 | |
This is another episode in our series with the subject matter experts at Freddie Mac Single-Family, and the guest today is Scott Reuter. In this episode we talk about how to get appraisals adjusted based on current market conditions, what changes need to be made to existing appraisal model to be sustainable, and the emerging technology tools that make appraisal values more accurate. | |||
| 19 Mar 2021 | 107 Modern Lending with Brian Covey | 00:40:58 | |
In this episode I have my good friend Brian Covey as a guest, and he and I discuss the need for companies to implement new business models after the changes in business practices COVID required this past year. We focus on what specific branches should have for their teams and integrating modern life into modern business. We also get into the details of leadership, community, culture, and blending them into social media to acquire the connections you want. | |||
| 21 Jun 2019 | 037 Brittany Hodak | 00:18:36 | |
This week's episode was an interview that we did at the HousingWire engage.marketing Summit last week with Brittany Hodak. Brittany Hodak is an international keynote speaker and award-winning entrepreneur. She is widely regarded as the go-to source on customer engagement and retention. She has been named to Advertising Age’s 40 Under 40 list, Inc.’s 35 Under 35 list, and Billboard’s 30 Under 30 list. Brittany is Co-Founder of The Superfan Company, a fan engagement company whose client list includes Walmart, Disney, Amazon, Luke Bryan, Katy Perry, and many more. She has been invited to speak to organizations across the world including American Express, WeWork, Inc. and the United Nations. She has published more than 350 thought-leadership articles for media including Forbes, Adweek, and Success, and has been featured on CNBC, Bloomberg, NBC, CBS and Shark Tank. Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Media Network. | |||
| 04 Mar 2021 | 105 Client Expectations with Steve Castaneda | 00:43:23 | |
In this episode I have a conversation with Steve Castaneda and we talk about what mortgage & real estate pros can learn from tools in other industries, what kind of expectations clients have during the process, and how practice and preparation can maximize results.
Take 5 minutes to explore MGIC’s Loan Officer Hub: bit.ly/2NNgGKA ALSO, to get updates about the MME podcast, marketing tips, and to TEXT with me directly, shoot a message to: 214-225-5696! If you are enjoying the podcast, please take a second and LEAVE US A REVIEW! MME is a founding member of the Industry Syndicate Podcast Network - check out the entire line-up on our website | |||
| 16 Oct 2019 | 050 Reputation & Relevance with Gary Vaynerchuk | 00:26:46 | |
Earlier this month I got the opportunity to go to Hudson Yards in NYC to interview Gary Vaynerchuk! In this episode GaryVee himself shares some incredible insight on how mortgage and real estate professionals can dominate in today’s market! Gary Vaynerchuk is the chairman of VaynerX, a modern-day media and communications holding company and the active CEO of VaynerMedia, a full-service advertising agency servicing Fortune 100 clients across the company’s 4 locations. Gary is a highly sought-after speaker, a 5-time New York Times bestselling author, as well as a prolific angel investor with early investments in companies such as Facebook, Twitter, Tumblr, Venmo and Uber. He also manages brands like PureWow, ONE37pm, VaynerSports, Green Street and Empathy Wines. Gary has an online video show, DailyVee, is the host of The GaryVee Audio Experience and a social media Q&A show, #AskGaryVee. As Gary mentioned in the podcast, make sure to sign-up for special offers at www.WineText.com ALSO, to get updates about the MME podcast, marketing tips, and to TEXT with me directly, shoot a message to: 214-225-5696! | |||
| 04 Oct 2019 | 047 Megan Anderson | 00:28:45 | |
In this episode I got the opportunity to interview my good friend Megan Anderson. She is a leading source, sought-out speaker, and coach in the social media space. Her passion is helping others feel confident in themselves, their bodies and their business. Before starting in the mortgage industry, Megan trained men and women to prep for bodybuilding competitions. It was while growing her online business that she began to see the power in promoting ourselves and business through social media. She began to notice those that shouldn’t harbor any insecurities usually have the most and how those insecurities keep us from unlocking our true potential. Since starting with MBS Highway 2 years ago, it became apparent that loan officers and real estate agents have a target on their backs. It is important now more than ever to stay in the forefront of people’s minds. Megan combines her talents in helping people not only find their story, but become brave enough to share it within the world of social media. Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Media Network. | |||
| 17 Aug 2018 | 011 Jen Du Plessis | 00:32:44 | |
Jen Du Plessis is a highly sought after speaker, author, consultant, trainer, and coach. She is the author of of “LAUNCH! How to Take your Business to New Heights” & founder/host of the Mortgage Lending Mastery Podcast. In Jen’s workshops and training sessions she shares strategies she has applied in reaching her annual goals, while still maintaining a commanding lifestyle. Jen advises and guides her personal coaching clients through systems, structure, implementation and goal setting based on her own experience. Jen began her mortgage career in 1983, after studying Architectural Design & Construction Engineering at Colorado State University. Jennifer has been featured in The Wall Street Journal and The Washington Post; and is a regular contributor to Mortgage Executive Magazine and Mortgage Women Magazine. She has been on Good Morning America, Sirius/XM Radio and Federal News Radio. Jennifer has been an adjunct Professor with several Universities in the Mid-Atlantic area. She has been named in the Top 1% and Top 200 Loan Originators in the US. | |||
| 14 Jun 2024 | 200 Going All In While Going All Out with Mark Perkins | 01:06:37 | |
In this milestone 200th episode of Mortgage Marketing Expert, host Phil Treadwell celebrates by giving you a peek at his new podcast, "Business of Success," with a compelling interview featuring Mark Perkins, the founder and CEO of Pivot Realty. This episode delves into Mark's dynamic approach to real estate, exploring his journey from starting Pivot Realty to becoming a leader in the industry. Mark shares valuable insights on entrepreneurship, strategic growth, and the mindset required to achieve success while balancing life's demands. Don't miss this special episode that offers inspiration for anyone looking to excel in their field. Episode Breakdown: 00:20 - The Business of Success 05:50 - How Mark Perkins Defines Success 09:25 - Where Fulfillment Fits In 11:30 - A “Why” is Important 13:40 - Success is Hard 16:45 - Commit to Your Outcome When You Start 17:50 - Life Doesn’t Go to Plan 20:30 - Entrepreneurship Advice 24:15 - Intraperneurs 26:20 - Going All In, While Going All Out 28:35 - What the Uncommon Have in Common 33:30 - Can Greatness Be Taught 37:05 - You Win or Your Learn 41:20 - The Role of Failure 46:05 - No Regrets 49:25 - Would You Have Done It the Same Way? 51:45 - How Mark’s Why Evolved 54:05 - Do the Work 60:05 - Believe in the Outcome 62:50 - Care About Other People More than Yourself Connect with Mark Perkins: Instagram | Necessary Entreprenuer Podcast LEARN MORE ABOUT M1 ACADEMY COACHING If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and JOIN our text group: 214-225-5696 | |||
| 20 Feb 2020 | 060 Creating Belief with Evan Carmichael | 00:24:50 | |
In today’s episode I get to interview the phenomenal YouTube sensation, author, speaker, and self-professed introvert entrepreneur, Evan Carmichael, who is widely known for his Top 10 Rules for Success which are favorites of mine. We discuss his new book Built to Serve the momentum success requires, as well as how Loan Originators can make a massive impact beyond just helping someone make a financial transaction. Evan believes in entrepreneurs. At 19, he built then sold a biotech software company. At 22, he was a venture capitalist helping raise $500k to $15mil. He now runs the biggest YouTube channel for entrepreneurs with 2M+ subscribers, wrote 4 books & speaks globally. He wants to solve the world's biggest problem. He's set 2 world records, uses a trampoline & stand-up desk, owns Canada's largest Salsa Dance Studio & has a giant Doritos bag in front of him all day long to remind him that he’s stronger than the Doritos. Toronto is his home. He's a husband, father, TSM fan & Teemo Main. Connect with MME on social media: linktr.ee/mmepodcast LEARN MORE ABOUT M1 ACADEMY COACHING PROGRAMS If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and JOIN our text group: 214-225-5696 | |||
| 13 Aug 2020 | 085 Top Producer Series with Mason-McDuffie Mortgage | 00:49:27 | |
This is the first of an episode series that I’m going to start doing throughout the next few months where we bring in a few top producers from companies and ask how they became top producers in the industry. Number one in the series is top producers from my current company Mason-McDuffie Mortgage: Tom Parke, Kathy McAlpine and Victor Romero | |||
| 16 Apr 2020 | 069 Trust & Mindset with Todd Duncan | 00:29:14 | |
In today’s episode we have another repeat guest and mortgage industry titan, Todd Duncan, and we discuss the mindset that it takes to build a business and create trust in today's market environment. Todd Duncan is a Sales & Leadership Entrepreneur with over 5 million students worldwide, and has written multiple NY Times best-selling books. Todd is the Founder & CEO of The High Trust Company, and is a game-changing national speaker. Todd has hosted Sales Mastery which is the longest running event in the mortgage industry, with over 80,000 attendees in the last 25 years. Todd was in the top 1% of mortgage originators in the US by the time he was 27, and financed over 5,000 transactions in his first 12 years. He has authored 17 books, including 2 NY Times best-sellers, and and has been featured in the NY Times, Wall Street Journal, LA Times, SUCCESS Magazine, FOX, CNN and many other media outlets. Todd has spent his life teaching and equipping professionals with the power of HIGH TRUST as the key catalyst in achieving their dreams and impacting their teams. As the leading authority on Trust, he helps leaders accelerate emotional connection with their teams and equips them to lead with purpose, improving conviction and ownership of the mission. **Todd just launched a new resource called CONNECT! - which is a six-week course designed to teach a proven and intentional strategy to connecting with your clients and referral partners at a deeper level in this brand-new economy that we’re now living in. MME listeners can get 10% OFF here: https://bit.ly/2Vf2jTS Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Podcast Network – the Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores. | |||
| 02 Sep 2021 | 119 Lead Generation Tips with Grant Wise | 00:40:10 | |
In this episode I talk to one of the real estate industry's best marketing minds Grant Wise. Grant and I talk about attracting the right kinds of clients without just selling yourself, why it's important to build out your own systems and processes, and how to frame the metrics in the way that leads to more success! | |||
| 10 Feb 2023 | 158 Using Goals to Break Bad Habits with Adal Bisharat | 00:38:52 | |
“You’re not going to get breakthrough results, just doing the same old thing.” In this episode I‘m joined by the CEO of GoalKloud, Adal Bisharat. We talk about the origins of GoalKloud, how goals help you break habits and the importance of accountability through coaching. We’re helping you build momentum to build motivation, so pay attention! Episode Breakdown: 02:30 - Adal and GoalKloud’s origin story 04:55 - Why are GOALS the center of our business 08:15 - Breaking Habits 16:00 - GoalKloud is IN M1 Academy 17:00 - How Momentum breeds motivation 25:15 - Falling in love with the PROCESS 27:50 - The power of GoalKloud 32:00 - “Hell is meeting the person you might have been” 34:43 - Blindspots for Loan Officers 37:45 - GoalKloud.com This episode sponsored by MyUtilities. LEARN MORE HERE Check out GoalKloud: GoalKloud.com LEARN MORE ABOUT M1 ACADEMY COACHING PROGRAMS! If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and JOIN our text group: 214-225-5696 | |||
| 13 Apr 2020 | 068 Seizing Opportunity with Steve Sims | 00:30:54 | |
In this episode we welcome back a repeat guest form one of our most downloaded episodes, Steve Sims, who Forbes magazine called the Real-Life Wizard of Oz. Steve and I talk about all that’s happening in our industry with COVID-19 & how mortgage and real estate professionals can seize the opportunities that have presented themselves in today’s world. Steve Sims is the CEO & Founder of The Bluefish, a luxury experiential concierge firm, and best-selling author of “Bluefishing”. Steve grew up a bricklayer from London and went on to work with some of the world’s most coveted celebrities and create some of the most amazing experiences for his clients. Steve is also a motivational speaker, offering visionary insights as he delivers a “principles without compromise” approach to results-driven content. To take advantage of the 3 FREE MONTHS of content that Steve talked about in the episode, go to: simsdistillery.com, choose quarterly & use the promo code: MMMC Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Podcast Network – the Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores. | |||
| 28 Jun 2019 | 039 Steve Sims | 00:32:00 | |
This episode is an incredible episode with Steve Sims, referred to by Forbes as “The Modern Day Wizard of Oz”. Steve Sims is the CEO & Founder of The Bluefish, a luxury concierge company, and best-selling author of “Bluefishing”. Steve grew up a bricklayer from London and went on to work with some of the world’s most coveted celebrities and create some of the most amazing experiences for his clients. Steve is also a motivational speaker, offering visionary insights as he delivers a “principles without compromise” approach to results-driven content. Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Media Network. | |||
| 19 Jul 2019 | 041 Kristin Messerli | 00:23:45 | |
This episode is an awesome episode about attracting, reaching and engaging Millennials with Kristin Messerli. Kristin Messerli is the founder of Cultural Outreach and a nationally renowned speaker on adapting to cultural shifts. Her mission is to increase upward mobility in young and underserved markets by bridging the gap between consumers and businesses. CEO’s hire her to modernize their corporate strategy, and marketing teams seek her social media content and financial education materials to better connect with first-time homebuyers. Kristin has spoken at over 100 conferences, including the Mortgage Bankers Association, the American Bar Association, and Harvard Business School. For four years, she has partnered with National MI to deliver modern leadership to the mortgage industry with sponsored content at discoverm3.com. Kristin is also the Managing Editor of Mortgage Women Magazine and sits on MBA’s Diversity and Inclusion Committee. In 2018, she won NAWRB’s women’s influencer award and has been accepted to the 2019 Freddie Mac Vendor Academy Program for diverse suppliers. Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Media Network. | |||
| 24 Jan 2020 | 057 Voice of Social Sales | 00:47:18 | |
In today’s episode we’re turning the tables and sharing a podcast episode from my good friend Chelsea Peitz, where she interviews fellow Industry Syndicate co-founder Dustin Brohm and I for her Voice of Social Sales podcast. We discuss how to create real estate and mortgage content that doesn't bore people to tears, why you should NOT be posting about real estate & mortgages all the time, and what are the most engaging types of content to share with your audience. Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Podcast Network – Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores. | |||
| 24 Aug 2018 | 012 Cindy Ertman | 00:41:03 | |
Cindy Ertman is National Success Strategist for RPM Mortgage, a division of LendUS, and is the CEO & Founder of Mortgage Master Pro & The Defining Difference. Cindy was recognised as one of the Top 100 Most Influential Mortgage Executives in America by Mortgage Executive Magazine for 4 years in a row and was named in the Top 100 Mortgage Loan Originators in the U.S. by Mortgage Originator Magazine for more than a decade. Cindy has now dedicated her life to empowering the growth of others, and has a goal to help her clients get more out of life by making powerful, intentional choices to propel their income and achieve their peak performance, nurture their health and wellness, build connected referral relationships and accelerate their success in 7 key areas of their life by removing the blocks that limit their potential. | |||