Just the data, and what to actually do with it.

You'll learn:

✅ Whether links really hurt your reach (the answer surprised me)

✅ The format with an 11X interaction boost most LOs never use

✅ Why horizontal video beats vertical by 36% on LinkedIn

✅ The post length that performs 31% better in 2026

✅ The hashtag habit that drops performance 70%

✅ The 741% rule the top 1% of creators live by

✅ The lead magnet quietly crushing it right now (it's not a PDF)

🔗 RESOURCES & LINKS

• Build your personal brand voice with Katie Shive → https://www.KatieShive.com
  

• Want in on the next agent class cohort? It opens in September and fills fast. CLICK HERE to RSVP: https://tinyurl.com/arxcohort

Here's what nobody's telling you: the top-producing loan officers I work with aren't stressing about their next post going viral. They're doing something different. Something that's been working since before social media existed. And it's making a massive comeback.

In this episode, I'm going off-script to challenge the "post more" narrative that the gurus keep pushing. I'll share why IRL — in real life — local influence is outperforming the algorithm for the loan officers I coach. And I'll give you real stories from real LOs who've added $20M, $30M, even doubled their production — not by becoming influencers, but by becoming the go-to lender in their local market.

You'll hear:

→ Why the "content creator" pressure is burning you out (and what to do instead)

→ The strategy that's landing LOs in front of 20-30 agents at a time

→ How one LO turned a single workshop into a spot on a national sales training call with 400+ agents

→ Why direct mail is working (yes, even with millennials)

→ Jeff Bezos's question that should change how you think about your business

→ Details on the Agent Referral Accelerator cohort launching May 21st

If you're tired of feeding the algorithm and ready to build real relationships that generate real referrals — this one's for you.

🔗 Learn more: https:www.getmoreagents.com

📩 DM me on Instagram or LinkedIn with questions

I was fighting cancer.

Squamous cell carcinoma of the tonsil and tongue. Two rounds of chemo. Thirty rounds of radiation. And a whole lot of time to think.

Today, I'm back. And I'm not just picking up where I left off — I'm coming back with new clarity, new energy, and some powerful insights I can't wait to share with you.

In this episode:

• What the last 6 weeks looked like (the real version, not the polished one)

• A huge thank-you to the guest hosts who kept this show alive while I was down

• What I've been studying about AI, marketing, and visibility is about to change the game for mortgage professionals

• HubSpot's new AEO tool and why "Answer Engine Optimization" should be on every LO's radar right now

• A tease of a pivotal change coming soon to Mortgage Marketing Radio and MMI

This is a personal one. It's also one of the most important episodes I've ever recorded. If you've ever been knocked down and had to figure out how to get back up — this one's for you.

Episode Resources:

Hubspot AEO Tool: https://www.hubspot.com/products/aeo

Connect with Geoff:

• Instagram: @GeoffZimpfer

• LinkedIn: linkedin.com/in/geoffzimpfer

• YouTube: Subscribe to Mortgage Marketing Radio

"With so many new AI tools dropping every week... what the heck am I actually supposed to be doing?"

Here's what you'll walk away with:

→ The one question to ask yourself before adopting ANY new tool, platform, or AI "solution" (miss this and you'll burn months chasing shiny objects)

→ Why "prompt engineering" is a skill — not a position — and the exact move James uses to get AI to prompt ITSELF on your behalf

→ The "story vs. point of view" distinction that separates forgettable loan officers from the ones clients actively seek out

→ Mike's 24-hour video challenge that got one broker TWO extra referrals in a single week (spoiler: it takes less time than typing the text)

→ The "Domino's Pizza Tracker" trick one mortgage company stole to boost loan process engagement

→ Why AI avatars are going to be the downfall of loan officers who lean too hard into them — and what to do instead

→ The truth about niching down that most LOs are getting wrong

Whether you're a producing LO, a marketing director, or a CEO trying to figure out how to stay human in an AI-saturated market — this one's for you.

Mentioned in this episode:

• Red Button Media → hittheredbutton.com

• Connect with Mike: LinkedIn: https://www.linkedin.com/in/mikefaraci/

• Connect with James: LinkedIn: https://www.linkedin.com/in/jamesduncan-caelum/

They think next-gen buyers need lower rates. Or bigger down payment assistance programs. Or easier qualifying standards.

The data disagrees.

Kristin Messerli, Co-Founder of First Home IQ, has spent six years surveying 9,000-plus respondents to study exactly what is holding millennials and Gen Z back from buying their first home. And what she found is that the biggest barriers have nothing to do with money.

They have everything to do with trust, overwhelm, and misinformation.

In this episode of Mortgage Marketing Radio, guest host Katie Shive and Kristin break down the 2026 NextGen Homebuyer Report -- what the data reveals, what it means for your business, and what you can do about it right now.

Links and Resources:

• NextGen Homebuyer Report 2026: https://nextgenhomebuyer.com/reports/2026

• First Home IQ: https://firsthomeiq.com/

• First Home IQ Monday Workshop (Free): https://firsthomeiq.com/workshop/

• Geoff Zimpfer Lunch and Learn Resources: https://join.goagentrx.com/webinar

• Connect With Katie Shive: https://katieshive.com/

That changes today.

In this power-packed episode, NFM Lending Managing Director Greg Sher steps in to guest host and sits down with one of the most quietly elite loan originators in the country, Oleg Tkach. Born in Ukraine, started in mortgage at 18, and built a $4 billion career without a major social media presence, without cold calling, and without ever chasing business the "old school" way.

This is the kind of interview you stop what you're doing to listen to. Twice.

Here's what Oleg breaks down in this episode:

→ The "Agent Programming" strategy — why most LOs are accidentally training their agents NOT to send them business (and how to flip the script)

→ The #1 conversion killer in your business right now (hint: it has nothing to do with your rate or your product)

→ Why trying to be an agent's PRIMARY lender may be the biggest mistake you're making — and what to go for instead

→ The 3-level agent relationship framework: Business Level, Backup Level, and Program Level

→ Why "the friend zone" is killing your referral pipeline and how to escape it

→ Oleg's Zoom + PowerPoint presentation strategy that gets agent meetings from anywhere — no drive-bys, no donut runs

→ How one of his coaching students went from $93 million to on pace for $240 million in one year

→ The 3-part formula behind "your best year ever" — simple enough to execute, powerful enough to break COVID-era refi numbers with purchases

→ Impact Elite Coaching's "The LAB" event — April 22–23 in Newport Beach at the Pendry Hotel

Learn More About The Lab Event: https://www.impactelitecoaching.com/the-lab

Thanks to Greg Sher for guest-hosting the podcast again. Let Greg know if you liked this episode.

Connect with Greg on LinkedIn here: https://www.linkedin.com/in/greg-sher/

Ready to scale your agent referrals without chasing or cold-calling? New cohort opening in April.

Get on the waitlist here: https://go.myagentclasses.com/home

The AI told them you're overcharging.

You're not. But they believed it anyway — and the deal went somewhere else.

This is not a hypothetical. It happened to one of Trevor York's clients last week. And according to a stat dropped in this conversation, 77% of consumers now trust AI as much as a human expert. That number was lower a year ago. It will be higher next year.

So here's the real question: when your client runs your deal through a chatbot tonight — and some of them will — is the trust you've built strong enough to survive it?

In this episode of Mortgage Marketing Radio, I sit down with Trevor York — loan officer, founder of LinkSpot, and one of the most forward-thinking minds in the mortgage industry — to break down exactly what is happening to loan officers who haven't figured this out yet. And more importantly, what the ones who have figured it out are doing differently.

This is not a feel-good conversation. It is a wake-up call.

CONNECT WITH TREVOR YORK:

LinkSpot: https://www.linkspot.com

Instagram: @trevoryork

Connect With Katie Shive:

LinkedIn: https://www.linkedin.com/in/katieshive/

Website: https://katieshive.com/

In this episode, guest host Katie Shive sits down with Kayla Kallander — a top-producing loan officer, LinkedIn powerhouse, and first-time home buyer advocate who's built a referral machine in one of the most overlooked markets in the country.

If you think first-time home buyers are too much work for too little payoff, this episode is going to flip that script entirely.

Here's what we get into:

"Prescription Without Diagnosis Is Malpractice" — Why Kayla refuses to quote a rate before she knows the full picture, and how this one mindset shift positions her as a trusted advisor instead of a commodity.

The Realtor "Three Card" Problem — What Kayla says to realtors who still give out multiple lender cards, and the exact script she uses to get exclusive referrals.

Social Media Without a Marketing Team — She's active on LinkedIn, Instagram, Facebook, and TikTok — with just a VA and a Canva account. She breaks down exactly how she does it and why stories are where the real magic happens.

Why LinkedIn is the Most Underrated Platform for Loan Officers — How one LinkedIn post led to a group of financial advisors sending her 30% of her annual business — from a state she'd never even worked in.

The Real Cost of Rate Shopping — The client who called comparing rates from a Minnesota credit union and what Kayla said that turned it around on the spot.

The Magic of First-Time Buyers — Why the clients most loan officers avoid are the ones building Kayla's most loyal referral base.

The Viral Carousel Post — How a contrarian Saturday morning post about interest rates triggered more DMs, new followers, and a cross-state referral relationship than anything she'd posted before.

Plus — how she's using AI (specifically Claude) with a custom brand book to write content that actually sounds like her, not a robot.

Whether you're a veteran loan officer looking to reignite your pipeline or a newer LO trying to figure out where to start, this conversation is loaded with real, repeatable strategies that are working right now.

Listen. Take notes. Then go post something.

Show Notes / Resources Mentioned:

• Connect with Kayla on LinkedIn: https://www.linkedin.com/in/kayla-kallander/

• Connect with Kayla on Instagram: https://www.instagram.com/kaylakallandermortgage/

• First Home IQ: https://www.firsthomeiq.com/

• LenderCrate: https://lendercrate.com/

• Coffee and Contracts: https://coffeecontracts.com/

• Claude AI: https://claude.ai/

Connect with Katie on LinkedIn: https://www.linkedin.com/in/katieshive/

In this episode of Mortgage Marketing Radio, guest host Katie Shive sits down with Abdel Khawatmi — Area Manager and founder of Got Mortgages with PRMG — to break down the exact system behind 121 units, $40M in personal production, and 210% net revenue growth year over year.

This is not a conversation about generating social media captions with ChatGPT. This is a ground-level look at how a working originator rebuilt his operations, client experience, and team structure around AI — and what that means for every loan officer trying to compete right now.

What you'll learn:

• Why Abdel cut his offshore team from 7 to 3 — and what AI does instead

• How he uses ChatGPT to calculate Schedule C & E income, build SOPs, and draft compliant letters of explanation

• Why he’s on the phone with clients MORE since implementing AI — not less

• The hyperlocal event strategy that his referral partners can't stop talking about

• His ROI framework: Relevance, Omnipresence & Intimacy

• The 4-step client experience model that keeps his pipeline full without him being the first touch

• The one thing he tells every loan officer who asks, "where do I start?"

If you are a loan officer grinding in a tough market and wondering how to build a smarter, leaner, more profitable business — this is the episode you have been waiting for.

Connect with Abdel on LinkedIn
https://www.linkedin.com/in/abdel-khawatmi-79a511144/

Connect with Abdel on Instagram:
https://www.instagram.com/got_mortgages/

Connect with Katie Shive on LinkedIn:
https://www.linkedin.com/in/katieshive/

Sam Abazari has coached over 120 loan officers. His LOs average doubling their business every three months. His top producer closes 30 loans a month. And his branch does $250 million a year.

But his argument? The sweet spot is 10 loans a month, one assistant, 25-35 hours a week, and 200-300 bps margin.

That's the formula for financial freedom, time freedom, and mental bandwidth — all three at once.

In this episode of Mortgage Marketing Radio, Sam fills in for Geoff Zimpfer (who is battling cancer and asked his friends to keep the show going) and delivers a complete, step-by-step operating system for loan officers who want to build a business that works — without working themselves into the ground.

Connect With Sam On LinkedIn:

https://www.linkedin.com/in/samabazari/

Join Sam’s Skool Community:
https://www.skool.com/level-up-lo/about?ref=699a37257d224cf5b321e24964b6be64

For Andy Beigel, it started with one obsession: practice.

While every other LO chased refi money in 2020, Andy was cold-calling realtors on Zoom — building a purchase pipeline from scratch. By year-end, he had 230 units. By 2025, he had $93M in personal production and a $250M branch he built from zero in Columbus, Ohio.

In this episode, Andy breaks down:

→ His word-for-word rate objection rebuttal

→ The first 30 seconds of every intake call (scripted — every time)

→ The 2-step realtor conversion process behind his book of business

→ The "positive feedback loop" secret that lets you delegate without losing agents

→ What he looks for in recruits (hint: not experience)

→ How a 22-year-old he hired now closes 125+ units a year. His philosophy: do 100 small things 1% better than everyone else, and you're 100% superior at game time.

Special episode: Guest host Greg Sher of NFM Lending pinch-hits for Geoff Zimpfer, who is battling cancer.

Connect with Andy:

abeigel@nfmlending.com

@andybeigel on Instagram

Connect with Greg on LinkedIn:
https://www.linkedin.com/in/greg-sher/

Whether you're a mortgage loan originator, broker, or LO looking to increase production in a competitive market, Amir breaks down the 3 critical pillars every LO must master right now:

1. Marketing and Personal Branding – How to become “Five-Mile Famous” and generate referrals without begging agents.

2. Sales and Persuasion – Why “the phone isn't a cactus” and how top LOs are diversifying beyond Realtors.

3. Operations and Scaling – The exact hiring process to find your “superstar LOA” and break through your current ceiling.

🔑 Plus:

– The 5 types of intelligence every elite LO is building in 2026
– Why your pre-COVID skills are killing your post-COVID results
– A foolproof hiring framework to scale your mortgage business (including the 3 questions every candidate must answer)

🎯 If you're serious about growing your mortgage business, this is a must-listen playbook for building momentum in Q1 and beyond.

Connect With Amir Syed

Instagram: https://www.instagram.com/amirsyed/

LinkedIn: https://www.linkedin.com/in/amirsyed/

GO! Coaching: https://www.gocoaching.io/

In this video, I share why I completely quit social media — and how our business still grew without it. After over a decade of building online, I stepped away from every platform... and the results shocked me. You’ll learn exactly how we use pull marketing, long-form content, and micro-universes to scale with less noise and more peace.

If you’re burnt out by content creation and wondering if there’s another way, this is it.

Video Timestamps:

Chapters

• 00:00:00 Why I quit social media (and what happened after)
• 00:01:42 Push vs. Pull Marketing: what’s working now
• 00:04:50 Why long-form video builds more trust (and better clients)
• 00:07:49 The Triangle of Trust: how to win on any platform
• 00:09:10 Creating the Algorithm Flywheel to grow on autopilot
• 00:10:35 Micro-universes vs. big audiences: quality over quantity
• 00:13:22 The 10-year content strategy that still works
• 00:19:10 Why you must own your audience (and how to start)

------------

👉 FREE TRAINING (hosted by Sunny Lenarduzzi) - 4 SIMPLE STEPS TO TURN YOUR EXISTING SKILL SET INTO A 6-FIGURE BUSINESS (without Paid Ads!): https://www.authoritydotio.com/masterclass

👉 READY TO APPLY? If you have an expertise to share and you're ready to make a big impact by creating your highly scalable online course, click the link below to schedule a time to see if we're a fit to work together inside of Ascent:
https://www.authoritydotio.com/now

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👀 WATCH OUR NEW CHANNEL: https://www.youtube.com/@authority-io?sub_confirmation=1

🤝 SEE OUR SUCCESS STORIES: https://www.youtube.com/@TheAuthorityioSuccess?sub_confirmation=1

👋 SAY HI:
▪ https://sunnylenarduzzi.com/
▪ https://authority.io/
▪ https://www.linkedin.com/in/sunnylenarduzzi/
▪ https://www.facebook.com/SunnyLenarduzzi/
▪ https://www.instagram.com/sunnylenarduzzi/
▪ https://www.youtube.com/c/SunnyLenarduzzi
▪ https://www.youtube.com/@authority-io

Thanks for watching and see you in the next one! 💛 - Sunny

------------

https://youtu.be/7pKRGZYyy9Y

How I Built an Online Course that Makes $5M/Yr - https://www.youtube.com/watch?v=UgWwnTrvm2w
How I Made $30M On YouTube Without Millions Of Views - https://www.youtube.com/watch?v=NWcQ63xHFmo
How I Make $500K/Month Without Social Media - https://www.youtube.com/watch?v=jQAxjKuJcBA
Here’s How I would make 100k in 6 Months - https://www.youtube.com/watch?v=6aKiQUrIGuk

#OnlineCoaching #CoachingBusiness #CourseCreation #OnlineBusiness #YouTubeStrategy #authority #Authorityio

Instead of a list of goals, I’ve chosen two powerful words to guide everything I do this year:

👉 Gratitude and Delegate.

These aren’t just nice ideas — they’re essential strategies for cutting through the noise, clarifying priorities, and leading from a place of alignment.

Inside this episode:

1. Why resolutions often fail (especially in the mortgage business)
2. What my recent throat cancer diagnosis revealed about how I spend my time
3. The power of choosing One Word (or Two) to anchor your life and business
4. A 5-question exercise to help you uncover your own guiding word(s)
5. A free GPT tool I created to help you find your word in minutes
6. A deeper reflection on faith, focus, and what really matters

Whether you’re a loan officer, leader, or entrepreneur, this episode will help you pause, reflect, and get intentional about how you show up in 2026.

🎁 FREE RESOURCE:

Need help choosing your One Word?

Use my free GPT-powered tool:

👉 https://tinyurl.com/2026word

P.S. I’m hosting a private workshop where I’ll share what I’ve learned from almost 400 podcast interviews with top mortgage pros — and how they consistently generate high-trust agent referrals without chasing, cold-calling, or begging for coffee meetings.

You’ll get the full referral framework I teach inside the Agent Referral Xcelerator, and if it feels right, you’ll get a chance to join the next cohort.

👉 Join the early interest list here.

CONNECT

📸 Connect on Instagram

💼 Connect on LinkedIn

📹 Subscribe on YouTube

SAY THANKS

💜 Leave a review on Apple Podcasts

🟢 Leave a rating on Spotify

You’ll learn:

1. How to create a "core entity statement" that helps AI recommend you first
2. Why your bio consistency across platforms like LinkedIn and Google is critical
3. The difference between creating content for humans vs. robots
4. How to turn one podcast or blog post into an entire week’s worth of marketing
5. How ChatGPT and other LLMs are now directly referring mortgage professionals to leads and what triggers that

Whether you’re a seasoned LO or just starting to explore AI tools, this episode is a must-watch if you want to be found first and fast in search.

Show Notes:

Subscribe to Katie's Newsletter

Connect with Katie on LinkedIn

Want to double your Realtor referrals without chasing, cold-calling, or paying for leads? See how Travis Newton grew his production by $40 million!

Check Out myAgent Classes Here

Connect With Geoff

A Connect on Instagram

S Connect on LinkedIn

K Subscribe on YouTube

SAY THANKS

Leave a review on Apple Podcasts

G Leave a rating on Spotify

Today on the show, we’re diving into a powerful self-audit: What are the 13 questions every loan originator should ask themselves to grow, scale, and lead in 2026?

To help us explore that, I’m joined by Matt Weaver—ranked the #1 mortgage originator in the U.S. by units closed, with over 1,100 loans funded last year alone. Matt leads a team in Florida that runs like a high-performance machine.

In this episode, you’ll walk away with:

1. A blueprint to build standards so strong, your business becomes impossible to ignore,
2. The exact mindset shift that turns agents into loyal, long-term clients,
3. And a fresh perspective on what your brand actually is—beyond social media fluff—and how to build one rooted in performance, purpose, and clarity.

And there’s something deeper we’ll uncover: the hidden role of imposter syndrome—and how it might actually be your greatest asset.

So if you’re ready to raise your bar and redefine what’s possible for your business in 2026, then stick around for this episode.

Learn More about Matt's Coaching

Connect With Matt on Instagram

Matt's YouTube Podcast

Want to double your Realtor referrals without chasing, cold-calling, or paying for leads?

See how Travis Newton grew his production by $40 million!

Check Out myAgent Classes Here

Connect With Geoff

📸 Connect on Instagram

💼 Connect on LinkedIn

📹 Subscribe on YouTube

SAY THANKS

💜  Leave a review on Apple Podcasts

🟢 Leave a rating on Spotify

You’ll learn:

• Why classes are the most leveraged way to connect with agents at scale
• How to pick topics agents care about (hint: it’s not mortgage guidelines)
• The exact steps to promote your event—even if you’re starting from zero

From investor workshops to modern marketing panels, this episode gives you the blueprint to host agent classes that attract, convert, and scale.

Connect with Connor on LinkedIn

Learn More About myAgent Classes

Like This Episode?

💜 Leave a review on Apple Podcasts

🟢 Leave a rating on Spotify

Connect With Geoff

 Connect on Instagram

 Connect on LinkedIn

 Subscribe on YouTube

James shares how to modernize your marketing strategy, avoid common tech traps, and align your brand to drive real ROI—without losing the personal touch your clients expect. You'll also hear James share how to use AI in a way that supports your team, and why human connection remains a competitive advantage for maximum ROI.

If you’re a loan officer or marketing leader looking to stay ahead of the curve while staying authentic, this episode is for you.

Connect with James on LinkedIn

Learn More About Caelum Advisers

Want to double your Realtor referrals without chasing, cold-calling, or paying for leads?

See how Travis Newton grew his production by $40 million!

Check Out myAgent Classes Here

Connect With Geoff

📸 Connect on Instagram

💼 Connect on LinkedIn

📹 Subscribe on YouTube

SAY THANKS

💜 Leave a review on Apple Podcasts

🟢 Leave a rating on Spotify

This isn’t about business cards, small talk, or shallow connections. It’s about authenticity, intentionality, and using education and human value as your lead strategy. 

We’ll explore how to create a ripple effect through small, meaningful actions, and why vulnerability is one of the most underrated tools in your business toolkit.

🔑 Three Key Takeaways

1. Intentional networking beats passive presence – Showing up with purpose and a clear message builds trust faster than any cold pitch.
2. Lead with value, not expertise – You don’t need to be a subject matter expert; you just need to offer useful, relevant insights people care about.
3. Vulnerability is a connection multiplier – When you're willing to share your real story, you invite others into a deeper, more lasting relationship.

Order the Book On Amazon

Connect with Lindsey Meyer

Connect with Jen Peachman 

Connect with Philip Mancuso

Want to double your Realtor referrals without chasing, cold-calling, or paying for leads?

See how Travis Newton grew his production by $40 million!

Check Out myAgent Classes Here

Connect With Geoff

📸 Connect on Instagram

💼 Connect on LinkedIn

📹 Subscribe on YouTube

SAY THANKS

💜 Leave a review on Apple Podcasts

🟢 Leave a rating on Spotify

You’ll learn when to start hiring, what your first role should be, how to define the job before you put up the ad, and exactly how to leverage personality profiling tools like the DISC assessment to avoid the costliest hiring mistakes.

The conversation starts with the common pain point: loan officers trying to “do it all” alone, juggling lead generation, underwriting, processing, and closingwhich leads to burnout, inconsistent pipelines, and stalled growth. Irene explains that once you’re closing around five loans a month, it’s time to seriously think about adding support.

Key takeaways for this episode:

1. Know when to hire – Once your team is doing ~5 loans/month and you’re wearing too many hats, it's time to hire.
2. Define the role first – A clear job description, process, and expectations reduce hiring drag and frustration.
3. Use behavioral profiling – Tools like DISC, and values assessments help match candidates to roles and avoid costly hiring mistakes.

Whether you’re a solo loan officer looking to build your first team or a branch manager ready to optimize your hiring process and team structure, this episode is packed with actionable advice on hiring the right person, building systems, and creating a high‑performing mortgage team.

Connect with Irene on LinkedIn

Follow Irene on Instagram

Want to double your Realtor referrals without chasing, cold-calling, or paying for leads?

See how Travis Newton grew his production by $40 million!

Check Out myAgent Classes Here

Connect With Geoff

📸 Connect on Instagram

💼 Connect on LinkedIn

📹 Subscribe on YouTube

SAY THANKS

💜  Leave a review on Apple Podcasts

🟢 Leave a rating on Spotify

In this episode, Geoff sits down with Todd Scrima, founder of Summit Funding and coach to over 5,000 LOs, to break down why most loan officers never scale, and exactly what to do about it.

You’ll learn:

• Why 96% of LOs are stuck below $20M/year
• The script Todd gives to top producers to re-engage past clients
• How to delegate outbound calls and book more high-quality appointments
• The mindset shift that moves you from survival to serious momentum

This one’s all about systems that actually move the needle, especially heading into 2026.

Connect With Todd:

Jolt Marketing

LinkedIn

Want to double your Realtor referrals without chasing, cold-calling, or paying for leads?

See how Travis Newton grew his production by $40 million!

Check Out myAgent Classes Here

Connect With Geoff

A Connect on Instagram

S Connect on LinkedIn

K Subscribe on YouTube

SAY THANKS

 Leave a review on Apple Podcasts

G Leave a rating on Spotify

See how Travis Newton grew his production by $40 million!

Check Out myAgent Classes Here

Episode Summary:

Most mortgage professionals think their biggest challenge is inventory or affordability, but the real problem might be hiding in plain sight: your sales process. In this episode, I sit down with Jake Vermillion, CMO of Mortgage Champions, to unpack why most loan officers are still selling like it’s 2021… and how that’s quietly destroying trust, pull-through, and long-term loyalty.

Jake reveals how misalignment between marketing and sales is creating a broken borrower experience—and what to do instead. From replacing “Apply Now” with value-first engagement, to knowing where AI belongs (and doesn’t), this episode is a must-listen for any LO or leader who wants to stay relevant and competitive in 2025 and beyond.

Connect WIth Jake on LinkedIn

Learn More About Mortgage Champions

Double Your Agent Referrals

Check out myAgent Classes Here

Connect With Geoff

A Connect on Instagram

S Connect on LinkedIn

K Subscribe on YouTube

SAY THANKS

 Leave a review on Apple Podcasts

G Leave a rating on Spotify

Discover the proven Realtor referral system top mortgage professionals use to double Realtor partnerships and generate consistent mortgage leads:

Go to: https://www.go.myagentclasses.com

Episode Summary:

In this episode, we talk with Andrew Penner about the often-overlooked goldmine every loan officer already has: their past clients.

We explore why so many lenders lose out on repeat business because they don’t know when clients are ready to buy again, refinance, or invest.

Andrew introduces Milo.ai, a platform that uses behavioral signals and deeply integrates with CRMs to help mortgage professionals stay top of mind without overburdening their time.

The conversation also touches on maintaining authenticity in communications, balancing automation with the human touch, and preparing now for a likely surge in demand moving into 2025–2026.

Learn More About Milo

Connect With Andrew 

Double Your Agent Referrals With myAgent Classes

Watch the Video Here

Connect With Geoff

A Connect on Instagram

S Connect on LinkedIn

K Subscribe on YouTube

SAY THANKS

 Leave a review on Apple Podcasts

G Leave a rating on Spotify

Discover the proven Realtor referral system top mortgage professionals use to double Realtor partnerships and generate consistent mortgage leads:

Go to: https://www.go.myagentclasses.com

Episode Summary:

Why are so many loan officers struggling in today’s market, while some are having their best year? In this episode of Mortgage Marketing Radio, real estate coach Tom Ferry reveals the hard truth: most loan officers and real estate agents won’t survive unless they adapt.

Tom explains why this market requires four times the effort for a fraction of the income and why so many originators are struggling to generate leads, build referral partnerships, and close deals. 

If you’re a mortgage professional who feels stuck, ignored by Realtors, or frustrated with the current market, this interview is packed with strategies to help you stay relevant and grow.

You’ll learn:

• Why most loan officers fail in a shifting market
• The mindset shift from ego to economics
• How to create momentum when sales cycles get longer
• Simple ways to differentiate yourself from other LOs
• What top performers are doing to generate Realtor referrals and client trust

If you want to survive and thrive as a loan officer in this tough housing market, don’t miss this powerful conversation with Tom Ferry.

Follow Tom Ferry

Instagram: @TomFerry - https://www.instagram.com/tomferry/

Facebook: @TomFerry - https://www.facebook.com/TomFerry

LinkedIn: Tom Ferry - https://www.linkedin.com/in/tomferry1/

YouTube: Coach Tom Ferry – https://www.youtube.com/user/RealEstateTrainingTF

Have a question you’d like Geoff to answer on the podcast? 

Leave a quick voicemail at www.askgeoffanything.com, and you could be featured in the next AMA episode!

Want to Host Realtor Classes That Fill Seats & Your Pipeline, Without Doing It All Yourself?

If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success.

See if myAgent Classes is the right fit for you.

Watch the Video Summary Here

Connect With Geoff

📸 Connect on Instagram

💼 Connect on LinkedIn

📹 Subscribe on YouTube

SAY THANKS

💜 Leave a review on Apple Podcasts

🟢 Leave a rating on Spotify

You’ll learn how to:

• Choose the right social platform to prioritize for conversions.
• Move beyond posting for vanity metrics and start generating real conversations.
• Create a simple, repeatable follow-up flow once a lead reaches out.
• Turn casual engagement into booked calls and, ultimately, funded loans.

Whether you’re just getting started with social or you’ve been posting for years without much traction, this episode will give you the clarity and confidence to start converting.

Have a question you’d like Geoff to answer on the podcast? 

Leave a quick voicemail at www.askgeoffanything.com, and you could be featured in the next AMA episode!

Want to Host Realtor Classes That Fill Seats & Your Pipeline, Without Doing It All Yourself?

If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success.

See if myAgent Classes is the right fit for you.

Schedule a Call with Geoff

Connect With Geoff

📸 Connect on Instagram

💼 Connect on LinkedIn

📹 Subscribe on YouTube

SAY THANKS

💜 Leave a review on Apple Podcasts

🟢 Leave a rating on Spotify

If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success.

See if myAgent Classes is the right fit for you.

Schedule a Call with Geoff

Episode Summary:

In today’s challenging mortgage market, many loan officers are struggling to keep business flowing. But Paul Parsons, known as the Home Loan Superhero, is consistently closing 20–30 loans every single month.

Whether you’re a mortgage loan officer, branch manager, or sales leader, this conversation will give you a blueprint to grow your business in any market. Paul shares the systems, scripts, and strategies that are driving his success, and how you can implement them to win more deals without chasing every agent in town.

Key Takeaways:

• How Paul’s “selective partnership” approach creates loyalty and repeat referrals.
• Why focusing on first-time buyers is a winning strategy in today’s market.
• How TikTok and virtual homebuyer seminars are turning browsers into buyers.
• The Realtor onboarding process that builds trust and differentiation.
• How to avoid the “transaction recession” mindset and grow regardless of market conditions.

Connect With Paul:

Instagram

TikTok

Connect With Geoff

📸 Connect on Instagram

💼 Connect on LinkedIn

📹 Subscribe on YouTube

SAY THANKS

💜 Leave a review on Apple Podcasts

🟢 Leave a rating on Spotify

ASK GEOFF A QUESTION

❓ Ask Your Question Here

If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success.

See if myAgent Classes is the right fit for you.

Schedule a Call with Geoff

Episode Summary:

Are you still trying to “grab coffee” with agents, hoping for a referral that never comes? That playbook’s expired. In this episode, we’re joined by Arjun Dhingra, mortgage veteran, media brand builder, and martial arts coach, who shares how to flip the script, stop chasing, and start building a platform that pulls agents to you.

You'll learn:

• Why “F coffee” is more than a catchphrase, it’s a strategic reset
• How to identify your unique value and package it into a brand that agents remember
• The exact playbook Arjun used to create a referral-generating community of agents
• How to build exclusivity that makes agents ask you for a seat at the table
• And More!

If you're ready to go from overlooked to in demand, this episode shows you how.

Connect With Arjun Here

------------------------------------

Connect With Geoff

📸 Connect on Instagram

💼 Connect on LinkedIn

📹 Subscribe on YouTube

SAY THANKS

💜 Leave a review on Apple Podcasts

🟢 Leave a rating on Spotify

ASK GEOFF A QUESTION

❓ Ask Your Question Here

Join Geoff Zimpfer for a high-impact training where you’ll discover the exact system the top 1% are using to attract agent referrals on demand… without begging for coffee meetings or being treated like a vendor.

Seats are limited. Register for the Training Here

Episode Summary:

In this episode, Geoff Zimpfer sits down with social media strategist Michelle Berman Mikel to reveal the simple daily action that will transform your pipeline: sending just one outbound message every day. 

What you’ll learn in this episode:

• Why “more followers” and “higher engagement” aren’t the right goals – and the single question you should be asking instead
• How to identify your personal “levers” so every message resonates with prospects
• The breadcrumbing approach that turns one-to-many outreach into real conversations (without endless scrolling)
• A real-world success story of how one message a day rescued a mortgage business from its worst month—and set it up for record growth six months later

🔗 Resources & Links

• Connect with Michelle Berman Mikel

ASK GEOFF A QUESTION

❓ Ask Your Question Here

***

CONNECT

📸 Connect on Instagram

💼 Connect on LinkedIn

📹 Subscribe on YouTube

SAY THANKS

💜 Leave a review on Apple Podcasts

🟢 Leave a rating on Spotify

Join Geoff Zimpfer for a high-impact training where you’ll discover the exact system the top 1% are using to attract agent referrals on demand… without begging for coffee meetings or being treated like a vendor.

Seats are limited. Register for the Training Here

Episode Summary:

Learn why “chasing views” is crushing your ROI and how to build a repeatable video system that fills your sales pipeline. In this episode, Mike Faraci (author of Rethink Everything: The Power of Video for Business and Sales) breaks down his 5-pillar content framework.

• Define target viewer personas (buyers, referral partners, niche professionals)
• Use strategic content buckets: news, educational explainers, problem-solving tips, success/failure stories, local spotlights
• Multiply your content by combining each persona with each pillar for 25 micro-topics
• Repurpose one core idea across reels, shorts, posts, emails, and more
• Craft conversational CTAs that spark genuine lead conversations

You’ll discover the exact metrics to track (hint: it’s not views), the timeline for real results, and the simple onboarding exercise that ensures every clip you post drives genuine leads.

Connect With Mike on LinkedIn

Visit Mike's Website

Get Mikes Book on Amazon

ASK GEOFF A QUESTION

❓ Ask Your Question Here

***

WHEN YOU'RE READY

✅  Get Your Realtor Referral Score

💰 Join myAgent Classes

CONNECT

📸 Connect on Instagram

💼 Connect on LinkedIn

📹 Subscribe on YouTube

SAY THANKS

💜 Leave a review on Apple Podcasts

🟢 Leave a rating on Spotify

Join Geoff Zimpfer for a high-impact training where you’ll discover the exact system the top 1% are using to attract agent referrals on demand… without begging for coffee meetings or being treated like a vendor.

Here's What You'll Learn:

How to get in front of the right agents (and actually get a response)

What to say to position yourself as a partner, not a vendor

How to turn one agent class into a steady stream of referrals—without doing it all yourself

Seats are limited. Register for the Training Here

Episode Summary:

In this exclusive interview, top mortgage influencer Neel Dhingra breaks down exactly how he went from zero social media presence to 4X business growth using content marketing for loan officers. No more cold calling. No more begging agents. Just modern, scalable loan officer marketing strategies that actually work in 2024.

What you'll learn:

• How to get mortgage leads without paid ads
• The "cringe before they binge" approach to content
• How to turn Instagram videos into closings
• Why most mortgage pros fail at content—and how to fix it
• Lead gen systems that work while you sleep

If you're ready to stop chasing and start attracting, this conversation is a masterclass in modern marketing for mortgage professionals.

Connect With Neel on Instagram

Follow Neel on YouTube

If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success.

See if myAgent Classes is the right fit for you.

Schedule a Call with Geoff  

ASK GEOFF A QUESTION

Ask Your Question Here 

Episode Summary:

Most loan officers are chasing agents. Theoni Rapo is attracting clients—directly from TikTok.

In this episode of Mortgage Marketing Radio, host Geoff Zimpfer sits down with Theoni Rapo, the powerhouse behind the viral brand Not Your Daddy’s Lender. With over 238,000 TikTok followers and nearly $20 million in 2024 loan volume, Theoni shares how she used short-form content to build a nationwide, consumer-direct mortgage business. No cold calls. No coffee dates. 

Whether you’re trying to grow your brand, attract better leads, or ditch outdated sales tactics, this episode breaks down exactly how to start showing up online—and getting clients to come to you.

Key Takeaways

1. Why Social Content Beats Cold Calling - Theoni shares how she replaced traditional prospecting with daily, authentic videos—and why that shifted everything.
2. The Anatomy of High-Converting Content - Discover the hooks, themes, and call-to-actions that turn views into loan apps.
3. Build a Brand That Filters, Not Just Attracts - Learn how Theoni’s bold messaging pulls in aligned clients—and repels the wrong ones.
4. Scaling Nationwide Without a Local Focus - How her digital-first approach enabled business across all 50 states.
5. Systemizing Lead Intake and Follow-Up - From custom landing pages to credit-based filters, Theoni explains how to work smarter, not harder.

Follow Theoni

TikTok

Instagram

If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success.

See if myAgent Classes is the right fit for you.

Schedule a Call with Geoff  

ASK GEOFF A QUESTION

Ask Your Question Here

Episode Summary:

CEO and Founder of Total Expert, Joe Welu reflects on the evolution of customer expectations in the financial services industry over the past seven years. He emphasizes the importance of customer retention and loyalty, highlighting how data and technology can enhance customer engagement. 

Three Key Takeaways:

1. Client Retention Is the New Battleground

Most lenders retain less than 20% of past clients, while leaders like Rocket approach 85%. The difference isn’t just in technology—it’s in having a consistent, disciplined customer journey that starts before the next transaction is even on the radar.

2. Consistency Beats Complexity

Top-performing LOs and lenders win not by doing more, but by doing the right things consistently—like building automated, intelligent customer journeys that trigger the right message at the right time, without relying on manual follow-up.

3. You Don’t Need a Call Center to Compete

With today’s tech, even individual originators can run plays that mimic large, high-retention teams—thanks to tools that automate outreach, monitor customer intent, and surface high-value opportunities already in your database.

Connect With Joe on LinkedIn 

Learn More About Total Expert

CONNECT

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💼 Connect on LinkedIn

📹 Subscribe on YouTube

LEAVE A REVIEW

💜 Leave a review on Apple Podcasts

🟢 Leave a rating on Spotify

If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success.

See if myAgent Classes is the right fit for you.

Schedule a Call with Geoff 

Connect With Natalie

LinkedIn

Instagram

Zonda (The Builder Database Software)

CONNECT

📸 Connect on Instagram

💼 Connect on LinkedIn

📹 Subscribe on YouTube

SAY THANKS

💜 Leave a review on Apple Podcasts

🟢 Leave a rating on Spotify

ASK GEOFF A QUESTION

❓ Ask Your Question Here

If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success.

See if myAgent Classes is the right fit for you.

Schedule a Call with Geoff  

ASK GEOFF A QUESTION

❓ Ask Your Question Here

***

WHEN YOU'RE READY

💰 Join myAgent Classes

CONNECT

📸 Connect on Instagram

💼 Connect on LinkedIn

📹 Subscribe on YouTube

SAY THANKS

💜 Leave a review on Apple Podcasts

🟢 Leave a rating on Spotify

See the system that gets these results:

• Ben Doubled His Monthly Production
• Kevin Closed a $700K Loan from One Class
• Jenel Got a $1M Loan from an Agent She Never Met

If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, click below to watch a brief review of the Agent Referral Xcelerator.

Agent Referral Xcelerator

Click the link below to join the VIP waitlist for the Agent Referral Accelerator. Spots are limited, and this opportunity won’t come around again at this level—so don’t wait.

Join the VIP Waitlist Here.

If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success.

See if myAgent Classes is the right fit for you.

Schedule a Call with Geoff  

CONNECT

📸 Connect on Instagram

💼 Connect on LinkedIn

📹 Subscribe on YouTube

SAY THANKS

💜 Leave a review on Apple Podcasts

🟢 Leave a rating on Spotify

ASK GEOFF A QUESTION

❓ Ask Your Question Here

***

WHEN YOU'RE READY

✅  Get Your Realtor Referral Score

💰 Join myAgent Classes

Use Data to Work Smarter, Not Harder

Focus on Relationships That Actually Matter

Leverage Past Transactions to Grow Faster

Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself?

If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success.

Schedule a Call with Geoff  to see if myAgent Classes is the right fit for you.

ASK GEOFF A QUESTION

❓ Ask Your Question Here

***

WHEN YOU'RE READY

✅  Get Your Realtor Referral Score

💰 Join myAgent Classes

CONNECT

📸 Connect on Instagram

💼 Connect on LinkedIn

📹 Subscribe on YouTube

SAY THANKS

💜 Leave a review on Apple Podcasts

🟢 Leave a rating on Spotify

He emphasizes the significance of follow-up, the power of teaching classes, and leveraging social media, particularly LinkedIn, to build relationships and grow business. John also discusses the role of AI in content creation and the necessity of having a clear target audience for effective communication.

Key Takeaways

• 90% of the things you worry about don't come to pass
• Referral partnerships are still a viable source of business
• Engagement on social media is crucial for success
• Classes can significantly enhance your business network
• Using AI can streamline content creation processes

Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself?

If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success.

Schedule a Call with Geoff  to see if myAgent Classes is the right fit for you.

CONNECT WITH ME

📸 Connect on Instagram

💼 Connect on LinkedIn

📹 Subscribe on YouTube

SAY THANKS

💜 Leave a review on Apple Podcasts

🟢 Leave a rating on Spotify

Takeaways

• You're not alone in feeling like progress is slow.
• Momentum is built during quiet periods.
• Social visibility can lead to unexpected referrals.
• Teaching positions you as an expert.
• Your breakthrough is in the boring stuff.
• Embrace consistency for long-term success.

Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself?

If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success.

Schedule a Call with Geoff  to see if myAgent Classes is the right fit for you.

ASK GEOFF A QUESTION

❓ Ask Your Question Here

***

WHEN YOU’RE READY

✅  Get Your Realtor Referral Score

💰 Join myAgent Classes

CONNECT

📸 Connect on Instagram

💼 Connect on LinkedIn

📹 Subscribe on YouTube

SAY THANKS

💜 Leave a review on Apple Podcasts

🟢 Leave a rating on Spotify

Whether you’re a new LO or a seasoned producer, this episode is packed with insights you can apply immediately. 

Episode Timestamps:

00:50 – PJ’s bold move to Orlando and landing a dream house

05:06 – PJ’s tactical system: 2 events + 3 one-on-ones weekly

08:57 – The million-dollar networking question

10:14 – How random coffee meetings lead to realtor referrals

16:34 – Buy back your time: Email system with LOA

17:29 – Building momentum from 1 to 27 loans/month

25:22 – VIP vs. A vs. B vs. C referral partners

27:24 – Scaling via one-to-many events and CE classes

29:58 – PJ’s four strategic pillars of business growth

31:07 – The 4Ps of Lunch & Learns: People, Process, Product, Profit

37:21 – PJ’s 10-step mortgage workflow and team huddles

40:44 – Instagram strategy and real deals from DMs

Connect With PJ On Instagram

Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself?

If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success.

Done-for-You Realtor Classes – No more guessing what to teach!

Coaching & Community – Learn directly from Geoff Zimpfer & industry pros

Marketing & Growth Strategies – Get more butts in seats & convert more deals

Stop struggling to figure it out alone—let’s make your classes work for YOU!

Schedule a Call with Geoff  to see if myAgent Classes is the right fit for you.

ASK GEOFF A QUESTION

❓ Ask Your Question Here

***

WHEN YOU’RE READY

✅  Get Your Realtor Referral Score

💰 Join myAgent Classes

CONNECT

📸 Connect on Instagram

💼 Connect on LinkedIn

📹 Subscribe on YouTube

SAY THANKS

💜 Leave a review on Apple Podcasts

🟢 Leave a rating on Spotify

If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success.

Done-for-You Realtor Classes – No more guessing what to teach!

Coaching & Community – Learn directly from Geoff Zimpfer & industry pros

Marketing & Growth Strategies – Get more butts in seats & convert more deals

Stop struggling to figure it out alone—let’s make your classes work for YOU!

Schedule a Call with Geoff to see if myAgent Classes is the right fit for you.

Show Notes & Timestamps

Mortgage Marketing Radio – How to Build a Thriving Business with Classes & Events – with Jared Larkin, The Mile High Title Guy

Episode Summary:

In this episode, we talk with Jared Larkin, also known as The Mile High Title Guy, from Chicago Title in Denver. Jared has built his brand through hosting engaging classes, leveraging digital marketing, and mastering event-based client attraction. If you're looking to stand out in a competitive market, build strong business relationships, and generate consistent referrals, this episode is for you.

Jared shares how he transformed his business by using educational events, Eventbrite marketing, social media strategies, and personal branding to attract real estate professionals and grow his client base. Plus, he breaks down the biggest mistakes people make when hosting events—and how to fix them.

Timestamps & Key Topics:

[00:50:17] - Why Hosting Events & Classes Works

• Why education-based marketing is key to attracting high-value clients
• The challenge of getting engagement from real estate agents

[00:52:03] - The Turning Point: Choosing to Host Classes

• Jared's realization that traditional sales methods weren’t working
• How he positioned himself as a marketing resource instead of a sales rep

[00:55:01] - Overcoming the “Bagel Boy” Mentality

• How title reps (and other professionals) are often seen as commodity-based
• The process of breaking industry norms and carving out a personal brand

[00:57:35] - The Power of Consistency & Experimentation

• Why most classes fail at first—and how Jared pushed through
• The importance of iterating, refining, and adapting marketing strategies

[01:00:07] - Diversifying Event Topics to Attract the Right Audience

• Examples of successful class topics (AI, social media, branding, etc.)
• Why adding social events (dodgeball, March Madness, networking nights) keeps people engaged

[01:03:29] - The Secret to Getting Butts in Seats

• How Eventbrite became Jared’s #1 marketing tool
• Using Facebook ads and social media targeting for event promotion
• How Jared automates outreach to thousands of real estate agents

[01:10:54] - The Event Follow-Up Process That Converts

• The simple one-page handout that skyrocketed Jared’s meeting requests
• How he filters and prioritizes prospects for follow-ups

[01:12:26] - Scaling Up: Running 100+ Events Per Year

• How Jared manages event logistics while balancing a young family
• His strategy for maintaining momentum and staying top-of-mind

Key Takeaways:

The fastest way to establish credibility and attract clients is through education-based marketing.

Eventbrite can help you get started

A 50% no-show rate is normal—so focus on overbooking and strong follow-ups

Don’t be afraid to experiment—mix educational and social events to appeal to different audiences

Connect With Jared On Instagram 

ASK GEOFF A QUESTION

❓ Ask Your Question Here

***

WHEN YOU'RE READY

✅  Get Your Realtor Referral Score

💰 Join myAgent Classes

CONNECT

📸 Connect on Instagram

💼 Connect on LinkedIn

📹 Subscribe on YouTube

SAY THANKS

💜 Leave a review on Apple Podcasts

🟢 Leave a rating on Spotify

He emphasizes the importance of understanding when to invest in ads, the reality of lead quality, and effective strategies for follow-up and conversion. 

Machuca introduces innovative ad strategies and highlights the cost structure of lead generation services, advocating for a simplified approach to ad management. 

He shares key insights for mortgage professionals to maximize their advertising efforts and improve lead generation.

Time Stamps:

00:00 Introduction to Lead Generation Challenges

02:48 The Flaws of Traditional Lead Generation

05:48 Understanding When to Invest in Ads

09:03 The Reality of Lead Quality and Conversion Rates

12:03 Innovative Ad Strategies for Mortgage Brokers

15:09 The Cost Structure of Lead Generation Services

18:02 Simplifying Ad Management for Brokers

20:58 Effective Follow-Up Strategies for Leads

23:50 Maximizing Ad Spend for Results

27:01 The Importance of Branding in Ads

29:58 Key Takeaways for Mortgage Professionals

Episode Resources:

Connect With Alex on LinkedIn

Check Out Lead Hackers FREE Trial

When You're Ready:

✅  Get Your Realtor Referral Score

💰 Join myAgent Classes

Connect With Geoff

📸 Connect on Instagram

💼 Connect on LinkedIn

📹 Subscribe on YouTube

Leave Us a Review

💜 Leave a review on Apple Podcasts

🟢 Leave a rating on Spotify

They discuss the shift from a momentum-based market to a skills-based market, emphasizing the importance of effective communication and modern selling techniques. 

⏰ Timestamps ⏰

06:07 The Importance of Effective Communication Skills

11:48 Navigating Objections with Skill

20:50 Building a Personal Brand in Real Estate

25:54 Modern Selling Skills for Agents

31:03 Effective Pre-Listing Packages

39:53 The Impact of the NAR Settlement

Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself?

If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success.

Schedule a Call with Geoff  to see if myAgent Classes is the right fit for you.

Connect with Sharran Srivatsaa: 

Linkedin

Instagram

YouTube

WHEN YOU’RE READY:

✅  Get Your Realtor Referral Score

💰 Join myAgent Classes

CONNECT

📸 Connect on Instagram

💼 Connect on LinkedIn

📹 Subscribe on YouTube

LEAVE US A REVIEW

💜 Leave a review on Apple Podcasts

🟢 Leave a rating on Spotify

By partnering with HomeLight, mortgage loan officers can help clients eliminate home sale contingencies and reduce their debt-to-income ratios, enabling them to make stronger, non-contingent offers on new homes. 

This partnership enhances the services loan officers provide, leading to increased client satisfaction and potentially more closed loans.

Timestamps:

Introducing Buy Before You Sell

15:07

Understanding the Current Market Challenges

18:12

How Buy Before You Sell Works

20:58

Comparing Buy Before You Sell with Competitors

23:58

The Financial Model Behind the Product

20:30

Market Challenges and Education

22:17

Lead Generation Opportunities for Loan Officers

33:46

Connect With Homelight

WHEN YOU’RE READY

✅  Get Your Realtor Referral Score

💰 Join myAgent Classes

CONNECT

📸 Connect on Instagram

💼 Connect on LinkedIn

📹 Subscribe on YouTube

LEAVE US A REVIEW

💜 Leave a review on Apple Podcasts

🟢 Leave a rating on Spotify

He emphasizes the importance of resilience and introduces the three C's Framework: Connections, Conversations, and Conversions, using the inspiring story of Soichiro Honda as a case study for overcoming adversity and achieving success.

Takeaways

• We Are In A Challenging Market, A Transaction Recession.
• Mindset Is Crucial For Mortgage Professionals.
• Soichiro Honda's Story Exemplifies Resilience And Persistence.
• Connections, Conversations, And Conversions Are Key To Thriving.
• Focus On Solving Real Problems For Clients And Partners.
• Building Relationships Can Lead To Strategic Alliances.

ASK GEOFF A QUESTION

❓ Ask Your Question Here

WHEN YOU’RE READY

✅  Get Your Realtor Referral Score

💰 Join myAgent Classes

CONNECT

📸 Connect on Instagram

💼 Connect on LinkedIn

📹 Subscribe on YouTube

SAY THANKS

💜 Leave a review on Apple Podcasts

🟢 Leave a rating on Spotify

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

Chapters

03:02 The Importance of Agent Classes

06:04 Challenges and Strategies in Hosting Classes

08:56 Leveraging Classes for Business Growth

12:08 Social Selling and Engagement Techniques

14:55 Tracking Success and Impact of Classes

21:38 Overcoming Imposter Syndrome in Teaching

22:56 Post-Class Engagement and Follow-Up Strategies

25:30 Building Relationships Through Social Media

26:41 The Subtle Art of Asking for Referrals

29:11 Getting Started with Teaching Classes

33:17 In-Person vs. Virtual Training

36:09 Leveraging Affiliates for Greater Reach

Connect With Nate On

Instagram

LinkedIn

ASK GEOFF A QUESTION

❓ Ask Your Question Here

WHEN YOU’RE READY

✅  Get Your Realtor Referral Score

💰 Join myAgent Classes

CONNECT

📸 Connect on Instagram

💼 Connect on LinkedIn

📹 Subscribe on YouTube

LEAVE US A REVIEW

💜 Leave a review on Apple Podcasts

🟢 Leave a rating on Spotify

Todd shares his experience with a 100-call challenge and highlights the upcoming Modern Mortgage and Real Estate Summit, which aims to provide actionable insights for industry professionals.

Takeaways

• What's old is new again; fundamentals are crucial
• The Modern Mortgage Summit offers valuable insights and networking opportunities
• Take action and put yourself in the path of opportunity
• Engaging with your database can lead to unexpected referrals

Chapters

05:43 The Importance of Fundamentals in a Changing Market

10:44 Building Relationships and Asking for Referrals

17:15 Preparing for the 100 Calls Challenge

25:51 The Modern Mortgage and Real Estate Summit

The Modern Mortgage & Real Estate Summit

Connect With Todd Bookspan on Instagram 

ASK GEOFF A QUESTION

❓ Ask Your Question Here

WHEN YOU’RE READY

✅  Get Your Realtor Referral Score

💰 Join myAgent Classes

CONNECT

📸 Connect on Instagram

💼 Connect on LinkedIn

📹 Subscribe on YouTube

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Takeaways

• Building rapport through social media can enhance professional relationships.
• Transitioning from 2 to 10 loans per month requires a structured approach.
• Daily activities should focus on learning, lead generation, and fulfillment.
• Referrals and introductions are key to generating new business.
• Niche markets can provide unique opportunities for loan officers.

Timestamps:

00:00 Introduction

00:49 Building Rapport in the Digital Age

03:09 The Role of Coaching in Loan Officer Success

05:54 From 2 to 10 Loans: The Path to Growth

08:49 Daily Strategies for Loan Officers

10:54 The Importance of Productivity Over Busyness

12:12 Knowing When to Say No

14:56 Finding Business: The Power of Referrals

18:09 Understanding Your Community and Self

19:57 Niche Markets: Finding Your Unique Position

23:00 Sales Skills vs. Marketing: The Balance

25:50 Effective Lead Generation Techniques

28:56 Building Relationships with Referral Partners

32:08 Mastering Lead Generation and Conversion

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He emphasizes the importance of resilience and introduces the three C's Framework: Connections, Conversations, and Conversions, using the inspiring story of Soichiro Honda as a case study for overcoming adversity and achieving success.

Takeaways

• We Are In A Challenging Market, A Transaction Recession.
• Mindset Is Crucial For Mortgage Professionals.
• Soichiro Honda's Story Exemplifies Resilience And Persistence.
• Connections, Conversations, And Conversions Are Key To Thriving.
• Focus On Solving Real Problems For Clients And Partners.
• Building Relationships Can Lead To Strategic Alliances.

ASK GEOFF A QUESTION

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WHEN YOU’RE READY

✅  Get Your Realtor Referral Score

💰 Join myAgent Classes

CONNECT

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💼 Connect on LinkedIn

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SAY THANKS

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They explore the current transaction recession, compare the roles of realtors and financial advisors, and emphasize the need for loan officers to create their own markets and build relationships with financial advisors to thrive in a challenging environment. 

Takeaways:

• Understanding the balance sheet is key to financial literacy.
• Homeownership significantly impacts long-term wealth accumulation.
• Loan officers must adapt to the current transaction recession.
• Realtors and financial advisors play different but complementary roles.
• Creating new referral models can enhance business opportunities.
• Building relationships with financial advisors is essential for loan officers.

Timestamps:

00:00 Introduction to the New Year and Business Planning

07:57 Understanding the Role of a Certified Liability Advisor (CLA)

16:11 Navigating the Transaction Recession: Realtors vs. Financial Advisors

24:04 Building Relationships with Financial Advisors

24:25 Building Relationships with Financial Advisors

28:58 Expanding Your Network: The Power of Referrals

30:51 Creating Value Through Conversations

34:15 Non-Correlated Referral Sources

38:59 Joining the Community for Continuous Learning

Want to connect with Todd Ballenger and go deeper?

Join the Certified Liability Advisor Free Community

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SAY THANKS

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takeaways

• Evaluate your activities to identify what drives revenue.
• Focus on top-performing activities to build momentum.
• Streamline or eliminate underperforming initiatives.
• Analyze conversion rates to identify bottlenecks.
• Maximize relationships with referral partners for better results.
• Become top of mind through consistent visibility.
• Consider your methods for lead generation and branding.
• Engage in bold conversations with referral partners.
• Understand the importance of being well-known in your market.
• Take actionable steps toward your 2025 goals.

ASK GEOFF A QUESTION

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***

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SAY THANKS

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Episode Resources:

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In this episode, Geoff Zimpfer dives into the fascinating world of AI and its potential to streamline content creation while maintaining authenticity. Geoff shares his latest experiment with Google Notebook LM, a cutting-edge AI research assistant, and how it’s helping him create engaging, scalable content for his business and podcast.

What You’ll Learn in This Episode

1. AI for Content Creation: How Geoff is using Google Notebook LM to automate and enhance content output.
2. Practical Use Cases: Learn how to turn transcripts, PDFs, YouTube videos, and more into podcast episodes, study guides, and FAQs.
3. Maintaining Authenticity: Strategies for using AI without losing your unique brand voice.
4. Webinar to Podcast Workflow: Geoff’s step-by-step process for repurposing a webinar into an AI-driven podcast episode.

Episode Highlights

• New Content Goals: Geoff announces his plan to release two episodes per week, including shorter “Voice Notes” style episodes.
• Deep Dive on Notebook LM:
• Upload any content (transcripts, documents, videos) for instant summaries and insights.
• Use AI to generate interactive conversations, study guides, and more.
• Geoff’s real-world example: transforming a webinar transcript into a 14-minute conversational podcast.

Episode Resources:

Google Notebook LM

Learn More About myAgent Classes

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WHEN YOU’RE READY

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❓ Ask Your Question Here

***

WHEN YOU'RE READY

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Connect With Kelly on LinkedIn

ASK GEOFF A QUESTION

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***

WHEN YOU'RE READY

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Timestamps

00:00 The Challenge of Wearing Many Hats

02:54 The Importance of Personal Branding

06:03 Time Management and Relationship Building

08:59 Effective Relationship Building Strategies

11:46 Evaluating Content Creation Efforts

14:57 Operational Efficiency in Content Creation

18:08 The Balance of Content and Fundamentals

20:59 Creating Relevant and Engaging Content

24:10 Building a Personal Brand in the Mortgage Industry

26:54 Confidence and Authenticity in Sales

30:00 Final Thoughts on Content and Relationships

The discussion also covers innovative marketing strategies and the importance of planning for future success by focusing on lead conversion and team collaboration.

Timestamps:

00:00 Introduction to Jane Floyd and Her Journey

03:02 The Importance of Passion and Mindset

05:58 Skill Set vs. Mindset: What Comes First?

08:57 Handling Mistakes with Integrity

11:55 Building Relationships with Realtors

15:01 Sources of Business and Community Engagement

17:59 Strategies for Attracting New Realtors

23:50 Attracting Like-Minded People

25:17 The Importance of Open Houses 

26:51 Building Relationships with Realtors

30:06 The Power of Reputation and Reach

32:06 Adapting to Market Changes

35:16 Creating Engaging Social Media Content

39:29 Innovative Marketing Strategies

41:44 Planning for Future Success

Connect With Jane 

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LinkedIn

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• Why understanding your customer's journey is key to success.
• How to build trust and add value to Realtor partnerships.
• The importance of preparation and intentionality in sales meetings.
• Using social media to connect authentically with referral partners.
• Long-term marketing strategies for 2025 and beyond.

Whether you're a seasoned loan officer or new to the industry, this episode is packed with practical advice to help you thrive in today's market.

Episode Resources:

Listen to Kelly's Podcast

Take the Realtor Referral Quiz

Learn More About myAgent Classes

The discussion also covers strategies for finding referral partners, utilizing LinkedIn Navigator for targeting, and the evolving nature of content that resonates with audiences on LinkedIn.

Key Takeaways:

• LinkedIn is a powerful platform for generating revenue
• Engagement rules differ significantly on LinkedIn
• Finding referral partners on LinkedIn requires a tailored approach.
• Video content is gaining traction but written content still performs well.

Episode Resources:

Connect With Dan on LinkedIn

Join the Podcast Private Community

Leave Us a Review

Nicole also highlights the need for geographical diversification among loan officers and the significance of providing exceptional client service. 

The conversation culminates in her initiative, the Billion Dollar Banker brand, aimed at attracting new talent to the mortgage industry and inspiring loan officers to elevate their business. 

Connect With Nicole:

LinkedIn

Instagram

YouTube

Review the Podcast

Ready to Double Your Agent Referral Without Cold-Calling or Chasing Agents? Learn more about myAgent Classes here.

Listen in to get actionable strategies to enhance your interactions with REALTORS, including the need for clear next steps and delivering value to foster long-term partnerships.

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He discusses the common traits of coachable individuals and the significance of preparing for market changes, particularly as they approach Q4. He emphasizes the need for role reflection and planning, the value of feedback, and the significance of maintaining a strong foundation in the face of new technologies and trends. 

Regan also shares insights on his podcast, Building Bigger Lives, and his passion for songwriting, highlighting the intersection of personal and professional growth.

Episode Resources:

Listen to Michael's Podcast

Building Champions Coaching

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The discussion also covers the dynamics of the housing market and the importance of supply in driving prices. Additionally, Rawitch introduces his trading platform, University of Options, which offers strategies for income generation through trading options and futures. The conversation concludes with thoughts on the community aspect of trading and the potential for financial growth.

Episode Resources:

University of Options

Double Your Agent Referrals in 90 Days

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Special guest Brian Weiss shares insights from his experience and contributions to the industry, providing actionable takeaways for listeners.

Takeaways

• Building relationships with real estate agents is crucial.
• Diversifying your sources of business is essential for success.
• Personal branding can help attract more referrals.
• Hosting classes can introduce you to new agents.
• You need a larger network of referral partners.
• The average loan officer has too few agents on their roster.
• Using proven processes can yield significant results.
• Engagement and conversations are key to building business.
• Combining traditional and modern methods is effective.
• Success stories from the community can inspire action.

Episode Resources:

Brians Website

Action Plan Facebook Group

Connect With Brian on LinkedIn

CoLab Lending Franchise

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Leave Us a Review

Double Your Agent Referrals in 90 Days

Learn More Here

He emphasizes the need for mortgage professionals to assess their time management, identify value detractors in their business, and diversify their sources of leads to ensure sustainable growth. Zimpfer also highlights the significance of understanding business risks and the importance of measuring key performance indicators to optimize conversions. 

The episode concludes with strategies for building relationships with real estate agents and enhancing brand visibility.

Takeaways

• Plan for the remaining 58 working days of the year.
• Invest in learning from industry leaders like Alex Hormozi.
• Identify and mitigate value detractors in your business.
• Understand the risks associated with key customers and channels.
• Diversify your sources of business to reduce dependency.
• Measure your key performance indicators to improve conversions.
• Focus on solving the primary constraints in your business.
• Allocate resources effectively to address business challenges.
• Build relationships with real estate agents for referrals.
• Aim to become a well-known figure in your local market.

Episode Resources:

Acquisition.comAcquistion.com

Alex Hormozi YouTube

Learn More About myAgent Classes

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Once per month, we bring in a special guest expert. This month our special guest is Instagram marketing expert Jen Herman, recognized as one of the top Instagram experts worldwide.

Jen shares her insights on the importance of Reels, the latest changes to Instagram metrics, and how to leverage hashtags for both Instagram and Google search engine optimization (SEO).

Learn why posting frequency, quality content, and specific hashtags can make all the difference in reaching your audience.

Key Takeaways:

Reels for Reach & Engagement:

• Short Reels (<30 seconds) are key for reaching new audiences, while longer ones engage current followers. Always include a headline or text in the first second to capture attention.

New Instagram Metrics:

• Instagram now prioritizes views, but reach (unique viewers) is still the most reliable metric for growth and content analysis.

Hashtags & SEO:

• Use 20-30 relevant hashtags in captions to boost Instagram and Google rankings. Focus on specific, niche tags over broad ones like #realestate.

Quality Posting Strategy:

• Post three to five times a week, mixing Reels, feed posts, and carousels. Quality matters more than quantity, so ensure content resonates with your audience.

Boosting Google SEO:

• Enable settings to make Instagram posts searchable on Google, and use keyword-rich captions to improve discoverability on both platforms.

Episode Resources:

Follow Jenn Herman on Instagram

Learn More About Our Private Community & Coaching

Double Your Agent Referrals in 90 Days

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They explore how AI can be used to collaborate, generate content, and improve productivity. Mast shares tips on getting better output from AI, including using frameworks and training the models to reflect your tone and style.

Mast provides a four-step framework for effective prompting and emphasizes the value of collaboration with AI. Jonathan emphasizes the importance of getting started with AI early to gain a competitive advantage.

Connect With Jonathan

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See How Loan Officers Are Getting Agent Referrals On Demand

See the Success Stories Here

Dwiggins predicts a 20-40% exodus of real estate agents due to the decoupling of compensation. He emphasizes the importance of educating sellers on the benefits of not offering buyer compensation upfront and instead considering all offers based on net proceeds. He also highlights the role of loan officers in helping buyers finance agent fees when the seller is not paying.

• There may be a 20-40% exodus of real estate agents due to the decoupling of compensation.
• Educating sellers on the benefits of not offering buyer compensation upfront can lead to better net proceeds.
• Loan officers play a crucial role in helping buyers finance agent fees when the seller is not paying. Collaboration and education are key in the real estate industry to address confusion and provide clarity to consumers.
• Buyers should be educated about the changing landscape and the options available to them, including the role of buyer representation and the potential risks of being unrepresented.
• Providing value and a full-service experience to buyers is crucial in today's market, and offering additional services and convenience can differentiate agents.
• New business models, such as flat fee services, may gain market share depending on how well buyers agents explain compensation and the value of a full-service experience.

Episode Resources:

Connect With James on LinkedIn

Learn More About Rayse

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While social media is valuable for branding and visibility, she believes that REALTOR referrals are the most direct route to clients who need her services. She emphasizes the need for trust and communication in these partnerships and shares strategies for staying top of mind with agents.

Katie also discusses the NAR situation and how she supports agents through the changes. Check the links below for resources mentioned in the podcast.

Enjoying the Podcast?

Leave Us Review

Episode Resources:

Connect With Katie on Instagram

Katie's Website

GO Coaching

Ready to Double Your Agent Referrals?

Book Your Call With Geoff Here

Geoff also offers practical strategies for loan officers to partner with real estate agents and generate more business, such as sharing proof of pre-approved buyers and following up with open house attendees. He encourages listeners to take advantage of the current market conditions and insert themselves into the conversation around the NAR settlement.

Episode Resources:

Sharran's YouTube Channel

Podcast Facebook Group

Get More Agent Referrals!

Book Your Call With Me Here

The Forward Event is hosted by my friends Neel Dhingra and Trevor York.

The first speaker for day one was Rory Vaden with Brand Builders Group. Rory emphasizes that a personal brand is the digitization of your reputation and it is crucial for building trust, especially in industries like mortgage and real estate.

In this episode, I share my key takeaways from Rory's talk. This is a good one you'll want to take notes for reference later.

Key takeaways:

• Personal branding is the digitization of your reputation and is crucial for building trust in today's market.
• Focus on one to three social media platforms where you already engage and stop trying to be everywhere.
• Identify the problem you solve and become an ambassador for it.
• Collect testimonials and reviews to build trust and credibility.

I'll be doing a recap of key takeaways from the Forward Event speakers each week as a bonus podcast episode.

Don't miss an episode! Subscribe today.

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Raquel shares her journey of establishing her personal brand on LinkedIn and how she incorporates her fun and goofy side into her content. She also highlights the shift towards video content on LinkedIn and the power of video in connecting with the audience.

We also discuss the impact of social media on younger generations and the responsibility of content creators to educate and guide them.

Key Takeaways:

• Personal branding on LinkedIn is about sharing who you are in a genuine and authentic way.
• Being transparent about your journey and starting point can help build trust and engagement with your audience.
• While LinkedIn allows for a more relaxed and fun approach, it's important to respect the platform's professional nature.
• Video content is becoming increasingly popular on LinkedIn and allows for a deeper connection with the audience.
• Finding a balance between educational and entertaining content can help establish credibility and engagement on LinkedIn. Be authentic and in the moment when creating content.

Enjoying the Podcast?

Leave Us a Review Here

Episode Resources:

Connect with Raquel on LinkedIn

Check Out Raquel's YouTube Channel

Ready to Double Your Agent Referrals?

Book a Call With Me Here

Dustin dives deep into the fundamentals of building a successful mortgage career. He emphasizes the importance of having 10 meaningful conversations a day, following theme days, and engaging in consistent activities to build a robust business.

Tune in to hear insights on building meaningful relationships, maintaining a positive mindset, and leveraging opportunities in the mortgage space.

Dustin introduces the TLOP MLO Coaching Community and shares how it provides valuable resources and support for mortgage professionals. He explains the concept of the blueprint and how it helps loan officers achieve their goals.

Connect with Dustin Owen:

• YouTube: The Loan Officer Podcast
• Website: TLOP Online
• LinkedIn: Dustin Owen on LinkedIn

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We talk about Josh’s new Shredit app, which simplifies the video editing process for social media content. We wrap up with a discussion about Josh's new adventure of sailing around the world with his family. It’s an incredible journey so make sure you listen to the end.

I've been using Josh's new app and it's saving me lots of time and frustration with creating and posting videos to social media.

Check out the new Shredit App: CLICK HERE.

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Episode Resources:

Follow Josh on Instagram

Check Out the SHREDit App

*Use PROMO CODE: RADIO to save 15%

Double Your REALTOR Referrals

Highlights:

• Implementing classes and education can help generate business and increase realtor referrals.
• Executing the fundamentals, such as building relationships and having conversations, is crucial for success in the mortgage industry.
• Evaluating and improving accountability metrics can drive business growth.
• Focusing on controllable factors and falling in love with the process leads to long-term success.
• Consistency and persistence are key in achieving desired results.

Episode Resources:

Double Your Agent Referrals in 90 Days

Join the Podcast Facebook Group

Follow Me Online:

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**Top 5 Keys You'll Learn**

1. **Being Memorable:** Find out how Scott used unique outfits, including wigs and muscle shirts, to create a personal brand that stands out in business events and conferences.

2. **Serving the Community:** Learn how Scott turned morning school drop-offs into a positive and impactful experience, even involving fun videos with his kids!

3. **Fitness & Business:** Discover the connection between Scott's fitness journey and his professional life. He shares how quitting alcohol and focusing on fitness helped him improve personally and professionally.

4. **Shape CRM:** Get the lowdown on the Shape lead management system and how it prioritizes tasks, saving loan officers two hours per day and significantly boosting efficiency.

5. **Flexibility & Tech Insight:** Understand the diverse uses of CRM systems across industries and the benefits of Shape's flexible, no long-term commitment approach.

**Fun Fact from the Episode:**

Scott's choice to wear a wig and business attire at conferences was inspired by the positive response to his playful "Fun Here Friday" videos. Plus, each wig comes with a touching backstory connected to his father's experiences.

Notable Quotes:

"Being memorable is not just about standing out, it's about making a positive impact on those around you." - Scott Payne

"The right CRM system can give you the most precious resource back—your time." - Geoff Zimpfer

Episode Resources:

Check Out Shape CRM

Double Your Agent Referrals

We also share a cool strategy to talk with your referral partners that creates meaningful connections and lays the foundation for future referrals.

Episode Resources:

The Agent Referral Xcelerator is Launching June 11th

Get on the Waitlist Here

She has a very structured process for identifying the right agents to build relationships with and how to maximize the impact of realtor appointments. She emphasizes the importance of being intentional and prepared for each meeting, focusing on the agent's pain points and finding connections.

Allison also discusses the value of hosting events and classes to attract and engage realtors. She highlights the significance of creating a strong online presence, encouraging loan officers to be authentic in their approach to building relationships with real estate agents.

Episode Resources:

Connect With Allison on Instagram

Join the Agent Referral Xcelerator Waitlist

We'll start with identifying the top three activities that move the needle in your business and go from there.

I'm also launching a NEW, exclusive opportunity to work closely with me to double your agent referrals in 90 days. It's called the Agent Referral Xcelerator. We go live in June but you can get on the waitlist right now.

Episode Resources:

Agent Xcelerator Wait List

Boero shares his opinion around the NAR settlement, particularly for agents who struggle to adapt to the changes. He advises mortgage professionals to support and cultivate relationships with the most capable agents in their market.

Highlights:

00:00 Introduction and Background

01:04 The Importance of Branding and Differentiation

08:59 The Impact of the NAR Settlement

12:43 Supporting and Cultivating Relationships with Agents

28:34 Opportunities for Mortgage Professionals

34:10 The Wake-Up Call Branding and Marketing Summit

Episode Resources: 

Subscribe to The Dose Newsletter

Learn More About myAgent Classes

Join Our Private Facebook Group

It's time to get serious or get out of the business.

Listen and take notes as Matt shares his Four Pillars of Value and the importance of events in building relationships with real estate agents and driving conversations post-event.

This is a must listen and repeat episode if you're ready to level up your mindset, skillset and your actions. Be sure to like and review this episode today!

Prefer to watch on YouTube? Click Here.

Episode Resources:

Floor 13 Consulting with Matt Weaver

Follow Matt on Instagram

Learn More About myAgent Classes

Join Our Private Facebook Group

Cindy Ertman, a seasoned keynote speaker at the Mastermind Summit, shares three bold strategies designed to secure affirmative responses from referral partners.

Shant Banosian the #1 Mortgage Banker in the country focuses on the crucial elements of mindset, basic activities, and value propositions, highlighting the importance of maintaining a positive approach and readiness for unpredictable market circumstances.

Sue Woodard brings to the table a discussion on Generation CX, addressing the evolving needs of consumers and emphasizing the critical role of a high-quality customer journey in the mortgage process.

Episode Resources:

Mastermind Summit

myAgent Classes

Tim Braheem was recognized as one of the top fifty producing loan originators in the United States, reaching a peak in personal production of 676 loans for a total of $236,000,000 in loan volume.

Tim speaks on the art of collaboration, offering scripts and strategies for strengthening relationships with agent partners. He'll also touch on the softer side of sales, sharing his unique approach to client consultations.

Tim delves into the 'inner game' of success, explaining how energy management and daily routines can set you up for peak performance. We'll wrap up with Tim’s take on how to nurture client loyalty, maintain a competitive edge, and keep your buyers from exploring alternatives.

Strap in for an enlightening conversation that might just change the way you approach your business and life! Share this episode with your colleagues, and don’t forget to leave us a review.

Episode Resources:

Tim's Podcast The 360 Experience

Tim's Coaching Leadership 360

Check out The Loan Atlas

Want to unlock endless REALTOR referrals?

Book Your 1:1 Call with Geoff Zimpfer Here

Mondays involve sales meetings and agent outreach, while Tuesdays are for pipeline updates and buyer consultations. His Wednesdays prioritize personal check-ins with pre-approval clients amidst challenging housing markets.

So tune in, take notes, and get ready to be motivated by John Cornish's relentless pursuit of excellence and his heartfelt approach to mortgage marketing. Don't forget to leave us a review, share this episode, and follow John for more valuable insights. Let's get started!

Episode Resources:

Follow John on Facebook

Connect with John on Instagram

Check out John's 300+ Google Reviews

Do you want to unlock the secret to endless REALTOR referrals without cold-calling, chasing or paying for leads?

Want to learn more about attracting vs chasing agents?

Book Your 1:1 Call with Geoff Zimpfer Here

Don't Miss: Kristin's views on why empowering customers to make knowledgeable decisions is more crucial than ever in today's climate of "distrust in corporate entities".

We tackle the role of video in connecting with consumers and why leading with value on social platforms is a game-changer for professionals. Stay informed, stay ahead, and let's transform the industry together. Thanks for tuning in, and keep leading with education!

Episode Resources:

First Home IQ

Kristin's Website

Book Your Call With Geoff

In this episode, Brian dives into the art of knowing your business partner's ideal profile, the importance of asking what impresses them, and tailoring your approach based on your unique skill set and goals.

Learn how Brian's self-generated referral business model, primarily driven by REALTORS, past clients, and strategic social marketing efforts, sets him apart in today's competitive landscape.

You'll glean insights into his choice of YouTube and Instagram as vital platforms for establishing social connections and delivering educational content.

We'll also explore how the "Dallas Mortgage News" became a keystone of Brian's brand and get an insider's scoop on hosting value-driven events like the ones with Rick Ruby.

So, grab your headphones, sharpen your notepads, and get ready to transform your mortgage marketing approach with the invaluable lessons and strategies shared by Brian McCauley in today's episode. Let's get started!

Episode Resources:

Connect with Brian On Instagram

Check Out Brian's Website

Do you want to unlock the secret to endless REALTOR referrals? Learn more about myAgent Classes here.

In this episode, we're discussing the ripple effects of recent settlements and regulatory changes that are reshaping the landscape for agents and mortgage professionals alike. We'll tackle the repercussions of the Department of Justice's hard look at real estate agent practices, and unpack the landmark $418 million NAR settlement.

And for all you mortgage originators out there feeling the tremors, get ready for actionable insights on diversifying referral sources and innovative strategies for adapting to this new real estate reality.

So tighten your seat belts and prepare for a candid conversation that cuts to the heart of the matter. And, as always, if you like what you hear, leave us a review and share this episode with anyone wanting to stay ahead of the curve. Let's get started!

Episode Resources:

Connect with James Kleiman on LinkedIn

Subscribe to Housing Wire

Book your 1:1 call to learn more about myAgent Classes

We also unpack how Jordan’s viral video success created 4,000 leads boasting an impressive 33.33% conversion rate.

Key Points Discussed:

- The significance of Jordan Nutter's mission to enhance financial literacy across various communities.

- The role authentic content and social media play in building trust and educating potential clients.

- Methods and best practices for creating engaging, educational content, particularly for credit-challenged borrowers.

- Jordan's approach to batch content creation, mobile editing for authenticity, and consistency in posting on platforms like Instagram and TikTok.

If you're inspired by Jordan's journey and want to tap into the combined power of financial literacy and social media marketing, don't forget to subscribe to Mortgage Marketing Radio.

Share this episode with someone who could benefit, and leave us a review to tell us how we're doing.

Episode Resources:

Follow Jordan:

TikTok

Instagram

Website

Want endless REALTOR referrals without cold-calling, chasing agents or paying for leads? See how others are doing it at myAgent Classes.

Book your free mortgage marketing strategy call with me here.

Join the Mortgage Marketing Radio Facebook Group here.

Key Points Discussed:

- The benefits of switching from a business to a creator account on Instagram for access to a wider array of music for content.

- Step-by-step instructions on how to create a broadcast channel on Instagram for engaging with followers.

- Utilizing the 'close friends' strategy on Instagram to foster deeper relationships with REALTORS by sharing specialized content.

- How DMs, video messages, and personal notes can be leveraged to nurture connections with class attendees and potential clients.

- Integrating Yam app with Gmail for mass personalized emails, helping REALTORS maintain a one-to-one relationship with their audience.

- Strategies for using Instagram and online presence to assist real estate agents in optimizing their digital footprint and marketing.

- Ensuring effective follow-up and engagement with class participants through the use of PDF handouts and personalized coaching videos.

- The collaboration with specialists Tom and Brandon on their podcast "Commission Breath" to discuss targeting realtors and mortgage brokers.

Don’t forget to subscribe to Mortgage Marketing Radio for more insightful strategies and tips. Leave us a review to let us know what you think about today’s episode, and follow us on our social media channels to join the conversation.

Episode Resources:

Connect with Tom On Instagram Here

Connect with Brandon Love on Instagram Here

Tune-In to the Commission Breath Podcast on Spotify or Apple

Check Out their YouTube Channel Here

Book your call here to learn more about myAgent Classes.

We discuss the importance of embracing technology, being a digital native, and the significance of personalized customer service in catering to the diverse needs of the modern client.

We also talk about the new book collaboration for Rethink Everything You "Know" About Being a NextGen Loan Officer.

Key Points Discussed:

Understanding the next generation homebuyer and their digital native characteristics

The significance of leveraging technology to engage with clients and provide tailored solutions

The role of education and expertise in becoming a next generation loan officer

Timestamps:

00:00 Discussion on new book for mortgage loan officers.

05:55 NextGen home buyers prefer online relationships.

09:32 Virtual connections form meaningful, impactful relationships swiftly.

12:51 Guide for loan officers to engage next generation.

15:04 Baffled by loan opinions, focus on educating.

19:31 Innovative book format creates interactive reader experience.

21:32 Encouraging listeners to get book, share episode.

Episode Resources:

Order Rethink Everything on Amazon Here

Book your call here to learn more about myAgent Classes.

Key Points Discussed:

- The transition from traditional long landing pages to streamlined, mobile-optimized versions that enhance conversion rates.

- The emergence of concise bio links and lead ad forms, challenging the dominance of traditional landing pages.

- Skepticism towards the capabilities of AI in fully replacing human interaction, with a focus on maintaining a balance between technology and personal touch.

- The "perfect funnel" strategy for video content marketing and its effectiveness in creating brand awareness and customer retargeting.

- Recommendations for budgeting and reach on video marketing campaigns aimed at maximizing brand visibility.

- Elevated REM Training as a resource for mastering AI and social media marketing tactics.

- The importance of personal branding and authentic content production within organizations, leveraging employee-driven content creation.

- Discussion on the future of AI and human customer service integration, including the potential of indistinguishable AI-human voice capabilities.

- Highlights of Travis Thom's successful track record in ad management and his advisory role with Facebook.

Check out Travis' website here.

Follow Travis on Instagram here.

Discover how to get an endless stream of REALTOR referrals. Book your call here to learn more about myAgent Classes.

**Here's a breakdown of the top takeaways from our conversation with Mike:**

1. **Harnessing AI Tools for Content Creation:** Mike dishes out how features like Zoom's AI summary are revolutionizing content repurposing, helping you save time and be more efficient in your marketing efforts.

2. **The Art of Connecting Through Authenticity:** Dive into the nuances of being genuine and discover why it’s okay to feel uncomfortable in your own skin – it’s your secret weapon to build real connections.

3. **Content Strategy - Quality Over Quantity:** Find out why chasing viral fame won’t beat creating sincere content that resonates deeply with your target audience.

4. **Developing Engaging Content Hooks:** Forget clickbaits! Learn how to create hooks that deliver real value and promise, so your audience stays hooked from start to finish.

5. **Video Content vs. AI-Generated Content:** In an era of tech advancements, hear why authentic video content can have a more significant impact in building trust and eng

Gear up and dive into the full episode right here to transform your mortgage marketing game. Mike Faraci's practical tips and insightful strategies are what you need to stay ahead of the curve in 2024 and beyond.

Follow Mike on LinkedIn Here

Learn more about myAgent Classes Here

Discover how to transform excellent service into a robust referral system and why your process can make or break client satisfaction.

Key Points Discussed:

- The strategic importance of optimizing the customer experience to gain more referrals in the mortgage sector.

- Mike Seminari’s tips on how to incorporate monthly customer experience (CX) enhancements and why he recommends reaching out for his CX tip sheet.

- The detrimental effects of process pain points like miscommunication and redundancy on the Net Promoter Score (NPS).

- The significant impact that effective communication and setting accurate expectations have on a customer's likelihood to refer.

- Using visual aids to guide customers through the loan journey and the vitality of being adaptable to feedback.

- STRATMOR's Mortgage CX program benefits, including detailed analysis and benchmarking for loan officers.

- Mike’s perspective on the importance of prior relationships and testimonials over interest rates in lender selection by clients.

Listen in to continue to pivot, innovate, adapt, and overcome!

Episode Resources:

• Get Mike's 7 Commandments of CX Here
• Connect & Follow Mike for More CX Tips on LinkedIn
• Learn More About myAgent Classes

Are you ready to go from solicitor and vendor to partner and peer with real estate agents? Book your call with me here.

In this episode, we delve into Daniel's innovative approach to building meaningful relationships within the real estate and mortgage industry by leveraging social media, valuable content creation, and personal branding.

Time Stamps:

05:54 Focused on mortgage lenders, shifted focus to agents.

15:02 Real estate agents need your solutions now.

19:21 Being true to yourself attracts the right people.

21:15 Adding value to real estate agents through partnerships.

28:38 Successful agents are always hungry for growth.

Follow Daniel on Instagram Here

Learn More About myAgent Classes

Are you ready to go from solicitor and vendor to partner and peer with real estate agents? Book your call with me here.

05:34 Tightened regulations impact mortgage market, 2025 surge.

07:32 Retail versus independent mortgage brokers in sales.

12:16 Real estate market shifting due to rising rates.

13:31 Business strategies evolving, focusing on social media.

18:39 Connect, convert conversations into meaningful business interactions.

20:27 Content should address emotional pain points effectively.

24:06 Key to education, expert status attracts engagement.

27:24 Loan officers teach real estate financing strategies.

29:49 Consistency and perseverance lead to success in business.

32:42 Unique situations go beyond traditional borrowing limits.

36:01 High income earners often seek alternate financing.

40:27 Prepare for future busy periods and adjustments.

43:46 Book focuses on deliberate practice, not habits.

44:54 53 days on program led to lasting habits.

Connect with Jason Here

Want more agent referrals without chasing, cold-calling or paying for leads?

Schedule your call with me and learn more about myAgent Classes.

**Key Points We Discussed with Time Stamps:**

- 00:02:34 - Starting with available resources and emphasizing content value over production polish.

- 00:09:52 - Strategies for employing AI as a tool while maintaining the creative and strategic processes that define us.

- 00:16:27 - The critical role of continual learning and personal development in triumphing over the dynamic challenges of online marketing.

- 00:23:45 - The impact of short, magnetic YouTube videos and the importance of consistent improvement of your video production skills.

- 00:31:19 - Unpacking the YouTube algorithm and how to tailor content to match audience behaviors and preferences.

- 00:39:58 - The collaborative exchange on our respective experiences and strategies for designing videos that captivate and convert.

- 00:48:16 - Exploring the "perfect video" recipe from effective hooks to a call to action.

- 00:56:40 - Breakdown of the three Ps—passion, proficiency, and profit—in finding and dominating your YouTube niche.

- 01:03:12 - How to leverage brilliant content ideas from successful channels across various industries.

**Memorable Quotes from Today’s Episode:**

- "Start where you are, and build from there. It's about the message, not just the medium." - Sean Cannell

- "Building a community is about connection, not just conversion. It's about people, not just pageviews." - Me, Geoff Zimpfer

**Resources I Mentioned with Time Stamps:**

- [00:57:15] "YouTube Secrets" book by Sean Cannell

- [01:18:42] Sean’s free podcast and on-demand class, available here.

- Liked what you heard? Please take a moment to leave us a review; your opinions help us grow.

- And follow us on our social accounts for even more expert mortgage marketing guidance.

Want more agent referrals without chasing, cold-calling or paying for leads?

Schedule your call with me and learn more about myAgent Classes.

Before you set out to conquer your goals in 2024 it's important to have a check up from the neck up. Meaning, how to get your mindset aligned to optimize your skillset and your activities.

Shayla's superpower is helping people break free from a limiting mindset and story that hinders them from achieving the best version of themselves. She's especially adept at helping people get really clear on who you are uniquely and what are the unique skills, attributes, and value that you bring to relationships.

Episode Resources:

Connect with Shayla on Instagram

Check Out Shayla's Website

Learn More About myAgent Classes

You'll save your clients money and reduce your time to close with Truv. Listen to the episode to learn more.

Episode Resources:

Check Out Truv Here

Connect With Richard on LinkedIn

Get More Agent Referrals with myAgent Classes

Uplist is a modern alternative to traditional listing flyers. The platform then generates a rate-search web page for that listing, complete with a QR code and a digital “Get Payments” button. These deliverables are able to be shared with trusted real estate agents and builders.

When homebuyers scan the QR code or click the button, they are directed to the mortgage loan officer’s company-branded Uplist page where they can do a quick, real-time mortgage rate search.

Finally, finance flyers have arrived in the digital age! Listen to my conversation with Uplist CMO Ben Smidt and check out Uplist for more details.

Episode Resources:

Visit Uplist Here

Learn More About myAgent Classes

Join the Podcast Facebook Group Here

We explore the importance of understanding the consumer psyche and how to effectively leverage digital platforms to maximize reach, engagement and conversion.

Learn More About Insellerate Connect with Josh on LinkedIn Learn More About myAgent Classes

Our guest today is Michael Zuber. He's the author of One Rental At a Time and hosts the One Rental at a Time YouTube channel. (Links Below)

Today we're talking about how to start - or grow your real estate portfolio. We're also "geeking out" on investing, housing, rates, the economy and more.

Show Notes/Resources:

Today our guest is Michael Zuber.

Episode Resources:

Check Out Michaels YouTube Channel

Buy His Book on Amazon

Double your Agent referrals with myAgent Classes. Book a call here.

This episode features an inspiring conversation about how to pivot in the current market. You'll also hear amazing stories of Loan Officers creating content online that's generating inbound referrals every single month.

Connect with Greg Sher on LinkedIn Here

Follow Scott Betley on Instagram or TikTok

Follow Jordan Nutter on Instagram or TikTok

Double your Agent referrals with myAgent Classes. Book a call here.

We discuss innovative strategies for marketing, how to stand out in a saturated market, and the importance of building strong client relationships. Dale's insights are not just theoretical; they are tried-and-tested methods that have propelled many in the industry to success.

Whether you're a seasoned originator or new to the field, this episode is packed with invaluable guidance to help you excel.

Episode Resources:

• Learn more about Dale Vermillion and his methods at www.DaleVermillion.com
• Double your Agent referrals with myAgent Classes. Book a call here.

Mohtashami is a lead analyst for HousingWire and is a regular contributor on the HousingWire Daily podcast.

Episode Resources:

Follow Logan on Instagram

Subscribe to Housing Wire

Learn More About myAgent Classes

He's optimizing his Google Business profile to get found by local homebuyers and referring those deals out to his local agents.

Wade is teaching educational classes to real estate agents and building his audience on social media. There's a lot we cover in this episode!

Episode Resources:

• Connect With Wade
• Book Your Call Here to Learn More About myAgent Classes
• Join the Podcast Facebook Group Here

Each week, we meet with fellow ambitious Mortgage Loan Originators from across the country. Our primary focus is leading with education in our local market to attract our ideal agent partners and grow our business.

We also share ideas, work on mindset and accountability, social media strategies and more.

If you like what you hear, book your call to learn more!

Listen in to continue to pivot, innovate, adapt, and overcome!

Episode Resources:

• Book Your Call Here to Learn More About myAgent Classes
• Join the Podcast Facebook Group Here

Listen and apply what you learn from this episode. Be inspired to take action and soon you'll be adding loans to your pipeline directly from your online content.

Episode Resources:

Follow James & Travis

Get More Agent Referrals/myAgent Classes

Join the Facebook Group

His perspective on "mortgage marketing strategies: reviews, success stories, and insurance investment" is that investing in an insurance agency can be a viable option for mortgage professionals looking to build scale, autonomy, and recurring residual income.

Kevin encourages listeners to consider investing in their own insurance agency, highlighting the potential benefits of not requiring excessive time, hiring, or securing a location.

Episode Resources:

Learn More About Comma

Get More Agent Referrals/myAgent Classes

Join the Facebook Group

Listen in to continue to pivot, innovate, adapt, and overcome!

Episode Resources:

• Ask Geoff Anything! Tap Here
• Learn More About myAgent Classes

We talk about the evolution of marketing technology, the consumer journey and the new partnership Michael and I are announcing.

Learn More About High Level

Learn More About myAgent Classes

In this episode Michael McAllister, the founder of EmpowerLO and I unpack both the importance of becoming a NextGent Originator and how to get there.

We talk about your personal brand, social media, High Level marketing automation and why leading with education is your killer app.

Be sure to check out the episode resources listed below. Join the Facebook Group and let's continue the conversation!

Episode Resources:

High Level Facebook Group

Learn About myAgent Classes

Check Out EmpowerLO

Leave a Podcast Review

Sam is crushing it with his local agents, teaching classes and building a well-known personal brand for his team.

Listen in as we discuss how to identify your ideal client and create content that attracts them. We also dig into creating video content, building your social media followers and attracting agents vs chasing.

Episode Resources:

Follow Sam on Instagram

Book a Call With Geoff

Join the Facebook Group

What if you could host one or two agent classes per month and fund five loans or more every time you did. Would you be open to learning more?

This episode features Louie Wickett with Homeside Lending and how he's funded 5 loans from teaching just two classes.

Are you ready to say goodbye to cold-calling agents and get referrals on demand like Louie?

Check out the links below for more details.

• Learn More about the Mortgage Marketing PRO Membership
• Join the Podcast Facebook Group Here

Andy Stewart is the VP of Operations and Dave Hendriksen is the SVP of Sales and Business Development for Homeside.

In their combined 40+ years of mortgage industry experience, they've seen and heard it all. Our conversation will help you get clear on some of the important considerations around changing companies and your career path.

Episode Resources:

Visit Homeside to learn more.

Leave Me a Google Review

We host four calls each month and one of those four calls features a special guest who is a subject matter expert.

On this call, our guest is Kyle Draper. Kyle has helped thousands of REALTORS® and mortgage professionals leverage their personal stories to generate millions of dollars in business. His expertise in social media marketing and storytelling through content is renowned across the industry. He is currently the founder of KyleDraper.com and ContentCompounding.io, and speaks around the country helping driven professionals discover their story, and grow their business through the power of social media.

Episode Resources:

• Visit Kyles Website Here
• Connect With Kyle On Instagram
• Learn More about the Mortgage Marketing PRO Membership
• Join the Podcast Facebook Group Here

You can follow Paige on Instagram to connect and get a look at her amazing content.

Resources:

Get more agent referrals in less time. CLICK HERE to learn more about the Mortgage Marketing PRO Membership.

Join the podcast Facebook Group HERE.

The current mortgage market is challenging and unexpected, with interest rate acceleration, consumer confidence dip, and inflation affecting loan officers.

Despite the challenging market, there is still a significant demand for mortgages, with millions of homes requiring financing.

The question is what is the mindset and actions needed to survive and thrive in the current market. We will answer that and more on this episode.

Check the links below for podcast resources.

Check Out Todd Duncan's High Trust Sales Academy

Use PROMO CODE: HTSACompany2023



Get More Agent Referrals With myAgent Classes Here

• Why attracting agents is more effective than chasing them.
• Tips on presenting and selling.
• The power of teaching agent classes to reach a larger audience and generate more referrals.
• Hosting events and creating valuable content for building relationships and growing a mortgage business.
• Tips on starting a podcast.

Follow Eric On Instagram Here

Check Out Eric's Podcast Here

Get More Agent Referrals by Teaching Agent Classes [Click Here]

Join the Podcast Facebook Group Here

She shares her experience as a PRO Member and the impact to her business since joining.

Episode Resources:

• Learn More About Mortgage Marketing PRO
• Join the Podcast Facebook Group Here

He shares his passion for helping REALTORs educate themselves on Google profile optimization and believes that by implementing his process, REALTORs can improve their online reputation and generate more business.

John's process for improving Google reviews has helped him build a strong online reputation, with over 300 five-star Google reviews. He notes that this has directly led to an increase in online leads and business opportunities.

• Connect with John on Instagram Here
• Learn More about the Mortgage Marketing PRO Membership
• Join the Podcast Facebook Group Here

We dive deep into the concepts of moving upstream from Solicitor to Peer and Mentor.

Here's a rundown of what we discussed:

• The traditional way of selling is no longer effective.
• The Upstream Model is a new approach to selling that focuses on building relationships with key influencers - your Wealth Advisory Team.
• Building your own Wealth Advisory Team has a number of benefits over traditional sales methods, including higher close rates, less time spent on sales, more predictable greater income.
• If you are looking for a more effective way to grow your business, I encourage you to attend our FREE Wealth Advisory Team preview call.
• 
  
• RSVP HERE

We're going to unpack this new platform to help you grow your own local Wealth Advisory Team and build a consistent flow of quality referrals from high caliber professionals, just like you.

RSVP for the Wealth Advisory Team Call

• Learn More About Mortgage Marketing PRO
• Join the Podcast Facebook Group Here

Episode Resources:

• Learn More About Mortgage Marketing PRO
• Join the Podcast Facebook Group Here

In this episode, we have a special guest, Matt Weaver, joining us. 

Matt is not only the #1 purchase loan originator in the nation but also an expert in leveraging real estate agent partnerships for his business.

During our conversation, Matt shares his valuable insights on how he consistently generates a substantial amount of business and referrals through real estate agents. 

One of his most effective strategies is hosting educational events specifically tailored for agents. 

These events create connections, foster relationships, and ultimately lead to a steady stream of business opportunities.

In this episode, you'll learn:

• How Matt Weaver became the top purchase loan originator in the nation.

• The importance of building strong relationships with real estate agents.

• The step-by-step process for hosting successful educational events 

• Proven techniques to effectively connect with and educate real estate agents.

• Actionable tips for nurturing and maintaining agent partnerships.


To learn more about Matt Weaver and his expertise, visit his website at crosscountrymortgage.com/weaver. 

Be sure to check out the episode resources, including a free case study featuring Chris Coghill's success story, which you can download at locasestudy.com.


Join our vibrant Podcast Community on Facebook Here.


And if you want to grow your agent referrals using events like Matt Weaver, consider becoming a Mortgage Marketing PRO member Here.

Our special guest, Grant Wise, a renowned expert in content and video marketing, joins us to reveal the secrets behind successful lead conversion through the power of connection.

Grant shares his wealth of knowledge on leveraging content and video marketing to establish meaningful connections with potential clients. We explore the importance of creating engaging and relevant content that resonates with your target audience, ultimately building trust and credibility.

The conversation takes a deep dive into the art of remarketing content on various social media platforms. Grant explains how real estate agents can maximize their reach and impact by strategically repurposing content to reconnect with prospects, reinforcing their message and increasing the chances of conversion.

Tune in to discover the insider tips and tricks that mega agents utilize to connect and convert at a higher level.

Whether you're a seasoned real estate professional or just starting your journey, this episode will provide you with actionable strategies to enhance your lead conversion game and drive greater success in your business.

Episode Resources:

Download the free Chris Coghill case study at www.locasestudy.com

Join the Podcast Community in Facebook Here

Become a Mortgage Marketing PRO Member Here

Today, we are joined by Chris Coghill, a loan officer who has closed an impressive $36 million in loans referred by real estate agents.

Chris has achieved this by teaching agent classes and building relationships with real estate professionals in his area.

In this episode, Chris shares his journey and the strategies he has used to build his business. One of the key strategies that Chris has used to build his business is teaching agent classes.

He talks about the benefits of teaching classes, such as building trust and establishing himself as an expert in his field.

Here are some of the key takeaways from this episode:

• Building relationships with real estate agents is key to success in the loan officer industry.
• Teaching agent classes is a powerful way to build trust and establish yourself as an expert.
• When working with real estate agents, it's important to focus on adding value and building long-term relationships.
• By following these strategies, loan officers can generate significant business and build a successful career.

To learn more about Chris Coghill's journey and strategies, download the free case study at www.locasestudy.com

Join the Podcast Community in Facebook Here

Become a Mortgage Marketing PRO Member Here

From understanding the key features and capabilities of your CRM platform to developing effective workflows and automations, Spencer's advice is invaluable for anyone looking to streamline their business processes and improve their bottom line.

As a seasoned entrepreneur and business leader, Spencer brings a wealth of experience and knowledge to the table, and his insights are sure to help listeners achieve greater success in their businesses.

To learn more from Spencer and connect with him directly, be sure to visit Aidium's website at www.aidium.com/.

Get the Case Study: Chris Coghill Closed $36 Million in Agent Referrals

Join the Podcast Community in Facebook Here

Shivani shares her No B.S. Guide to Unlocking Trust, revealing the key principles and strategies that have helped her clients achieve success in their businesses and personal lives.

From understanding the importance of authenticity and vulnerability to developing clear communication and accountability, Shivani's insights and advice are invaluable for anyone looking to build trust with clients and partners.

To learn more from Shivani and connect with her directly, be sure to follow her on Instagram at @shivpeter and visit her website.

Get the Case Study: Chris Coghill Closed $36 Million in Agent Referrals

Join the Podcast Community in Facebook Here

The challenge succeeded, and together they have become the #1 branch in the organization for 6 years in a row while gaining a #1 market share in Northeast Florida.

He's also Host of the Podcast What's Your 1 More and Co Founder of The Market Distillery which helps real estate agents become better marketers.

Connect with Quinton Here:

Instagram

Podcast

The Market Distillery

See how PRO Member Chris Coghill closed $36 Million in loans referred by real estate agents with NO cold-calling, NO chasing and NO co-paying for leads.

Click Here to Learn More

Kyle closed 138 loans in 2022 with a balance of 90% purchase. His primary source of business is real estate agents but you'll hear how Kyle is teaming up with agents to co-invest in online paid leads.

This is a crash course in how to build a high volume of paid leads that convert with a positive ROI for your business. Listen and take notes!

Episode Resources:

• Join Borrow Smart University
• The National Institute of Financial Education Facebook Group
• Learn More About Mortgage Marketing PRO
• Join the Podcast Facebook Group Here

Listen in to continue to pivot, innovate, adapt, and overcome!

Episode Resources:

• Get More Agent Referrals Here
• Join the Podcast Facebook Group Here

Listen in to continue to pivot, innovate, adapt, and overcome!

Episode Resources:

• Follow Josh Dobson on Instagram Here
• Follow Josh on TikTok Here
• Get More Agent Referrals Here
• Join the Podcast Facebook Group Here

Mentioned in this episode:

MortgageMarketing.pro

Get more agent referrals, with https://MortgageMarketing.pro

Episode Resources:

Follow Megan on Instagram Here 

Get More Agent Referrals Here 

Join the Podcast Facebook Group Here

Mentioned in this episode:

MortgageMarketing.pro

Get more agent referrals, with https://MortgageMarketing.pro

Listen in to continue to pivot, innovate, adapt, and overcome!

Episode Resources:

• Learn More About Trust Engine Here
• Check Out Mortgage Marketing PRO Here
• Join the Podcast Facebook Group Here

Mentioned in this episode:

MortgageMarketing.pro

Get more agent referrals, with https://MortgageMarketing.pro

Listen in to continue to pivot, innovate, adapt, and overcome!

Episode Resources:

• Connect with Brad Here
• Get More Agent Referrals Here
• Join the Podcast Facebook Group Here

Mentioned in this episode:

MortgageMarketing.pro

Get more agent referrals, with https://MortgageMarketing.pro

Listen in to continue to pivot, innovate, adapt, and overcome!

Episode Resources:

• Free Training from Chris Click Here
• Get More Agent Referrals Here
• Join the Podcast Facebook Group Here

Mentioned in this episode:

MortgageMarketing.pro

Get more agent referrals, with https://MortgageMarketing.pro

Listen in to continue to pivot, innovate, adapt, and overcome!

Episode Resources:

• Connect With Nada Here
• Get More Agent Referrals Here
• Join the Podcast Facebook Group Here

Mentioned in this episode:

MortgageMarketing.pro

Get more agent referrals, with https://MortgageMarketing.pro

Listen in to continue to pivot, innovate, adapt, and overcome!

Episode Resources:

• Connect With Wally Here
• Follow Wally on Instagram Here
• Get More Agent Referrals Here
• Join the Podcast Facebook Group Here

Mentioned in this episode:

MortgageMarketing.pro

Get more agent referrals, with https://MortgageMarketing.pro

Listen in to continue to pivot, innovate, adapt, and overcome!

Episode Resources:

• Watch Levi's YouTube Channel Here
• Get Levi's New Book Here
• Facebook Group
• Learn More About Mortgage Marketing PRO
• Join the Podcast Facebook Group Here

Mentioned in this episode:

MortgageMarketing.pro

Get more agent referrals, with https://MortgageMarketing.pro

Listen in to continue to pivot, innovate, adapt, and overcome!

Episode Resources:

• Join Borrow Smart University
• The National Institute of Financial Education Facebook Group
• Learn More About Mortgage Marketing PRO
• Join the Podcast Facebook Group Here

Mentioned in this episode:

MortgageMarketing.pro

Get more agent referrals, with https://MortgageMarketing.pro

Listen in to continue to pivot, innovate, adapt, and overcome!

Episode Resources:

Learn More About Mortgage Marketing PRO

Get Your CE from Knowledge Coop Here

Join the Knowledge Coop Community Here

Join the Podcast Facebook Group Here

Mentioned in this episode:

MortgageMarketing.pro

Get more agent referrals, with https://MortgageMarketing.pro

Listen in to continue to pivot, innovate, adapt, and overcome!

Episode Resources:

• Connect with Team Hubbard here.
• Join the Facebook Group
• Ask Geoff Anything! Tap Here
• Learn More About myAgent Classes

Mentioned in this episode:

MortgageMarketing.pro

Get more agent referrals, with https://MortgageMarketing.pro

Listen in to continue to pivot, innovate, adapt, and overcome!

Episode Resources:

• Learn More About myHomeIQ Here
• Join the Facebook Group
• Ask Geoff Anything! Tap Here
• Learn More About myAgent Classes

Mentioned in this episode:

MortgageMarketing.pro

Get more agent referrals, with https://MortgageMarketing.pro

Listen in to continue to pivot, innovate, adapt, and overcome!

Episode Resources:

• Join the Facebook Group
• Ask Geoff Anything! Tap Here
• Learn More About myAgent Classes

Mentioned in this episode:

MortgageMarketing.pro

Get more agent referrals, with https://MortgageMarketing.pro

Listen in to continue to pivot, innovate, adapt, and overcome!

Episode Resources:

• Learn More bout What Scott's Doing Here
• Join the Facebook Group
• Ask Geoff Anything! Tap Here
• Learn More About myAgent Classes

Mentioned in this episode:

MortgageMarketing.pro

Get more agent referrals, with https://MortgageMarketing.pro

Listen in to continue to pivot, innovate, adapt, and overcome!

Episode Resources:

• Follow Trevor on Instagram Here
• Check Out Forward Academy
• Learn More About myAgent Classes
• Join the Facebook Group
• Ask Geoff Anything! Tap Here

Mentioned in this episode:

MortgageMarketing.pro

Get more agent referrals, with https://MortgageMarketing.pro

Listen in to continue to pivot, innovate, adapt, and overcome!

Episode Resources:

• Join the Facebook Group
• Ask Geoff Anything! Tap Here
• Learn More About Divorce This House
• Learn More About myAgent Classes

Mentioned in this episode:

MortgageMarketing.pro

Get more agent referrals, with https://MortgageMarketing.pro

Listen in to continue to pivot, innovate, adapt, and overcome!

Episode Resources:

• Learn More About myAgent Classes
• Join the Facebook Group
• Ask Geoff Anything! Tap Here

Mentioned in this episode:

MortgageMarketing.pro

Get more agent referrals, with https://MortgageMarketing.pro

Listen in to continue to pivot, innovate, adapt, and overcome!

Episode Resources:

• Khai McBrides Free Coaching Session
• Learn More About myAgent Classes
• Join the Facebook Group
• Ask Geoff Anything! Tap Here

Mentioned in this episode:

MortgageMarketing.pro

Get more agent referrals, with https://MortgageMarketing.pro

Listen in to continue to pivot, innovate, adapt, and overcome!

Episode Resources:

• Double Your Agent Referrals
• Check Out the TikTok Masterclass
• Follow Rob on TikTok
• Learn More About myAgent Classes
• Join the Facebook Group
• Ask Geoff Anything! Tap Here

Mentioned in this episode:

MortgageMarketing.pro

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Listen in to continue to pivot, innovate, adapt, and overcome!

Episode Resources:

• Donate to Bras for a Cause Here
• Learn More About myAgent Classes
• Join the Facebook Group
• Ask Geoff Anything! Tap Here

Mentioned in this episode:

MortgageMarketing.pro

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Episode Resources:

• Learn More About Empower Funnels
• Learn More About myAgent Classes
• Join the Facebook Group
• Ask Geoff Anything! Tap Here

Mentioned in this episode:

MortgageMarketing.pro

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Episode Resources:

• Follow PJ On Instagram
• Check Out myHome IQ
• Learn More About myAgent Classes
• Join the Facebook Group
• Ask Geoff Anything! Tap Here

Mentioned in this episode:

MortgageMarketing.pro

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Listen in to continue to pivot, innovate, adapt, and overcome!

Episode Resources:

• Join the Facebook Group
• Ask Geoff Anything! Tap Here
• Become a Mortgage Marketing PRO Member

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MortgageMarketing.pro

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Episode Resources:

Sales Mastery Event

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Todd's Website

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Mentioned in this episode:

MortgageMarketing.pro

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Episode Resources:

• Khai's Website
• Follow Khai on Instagram
• Follow Khai on Facebook
• Ask Geoff Anything! Tap Here
• Check Out myAgent Classes

Mentioned in this episode:

MortgageMarketing.pro

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His podcast, the is ranked among the top 10% of downloaded podcasts internationally.

Business of Story Website

Business of Story Podcast

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Mentioned in this episode:

MortgageMarketing.pro

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She's been a reverse mortgage specialist for over a decade. As one of *170 Certified Reverse Mortgage Professionals (CRMP) nationwide, she was the youngest to ever achieve this highest designation in the reverse mortgage industry.

Episode Resources:

Christina's Facebook Group

Reverse Mortgage Book

Reverse Mortgage Daily Podcast

Check Out myAgent Classes

Mentioned in this episode:

MortgageMarketing.pro

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Episode Resources:

• Ask Geoff Anything! Tap Here
• Check Out myAgent Classes

Mentioned in this episode:

MortgageMarketing.pro

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Episode Resources:

• Ask Geoff Anything! Tap Here
• Follow Terri on Facebook
• Check Out myAgent Classes

Mentioned in this episode:

MortgageMarketing.pro

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Episode Resources:

• Ask Geoff Anything! Tap Here
• Become a Mortgage Marketing PRO Member
• Connect With Melissa on Instagram
• Check Out myAgent Classes

Mentioned in this episode:

MortgageMarketing.pro

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Episode Resources:

• Ask Geoff Anything! Tap Here
• Become a Mortgage Marketing PRO Member
• Lending Forward Podcast
• Atlantic Bay Mortgage
• Check Out myAgent Classes

Mentioned in this episode:

MortgageMarketing.pro

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Episode Resources:

• Ask Geoff Anything! Tap Here
• Brand Builders Group Website
• AJ Vaden's Instagram Page
• Become a Mortgage Marketing PRO Member

Mentioned in this episode:

MortgageMarketing.pro

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Listen in to continue to pivot, innovate, adapt, and overcome!

Episode Resources:

• Sales Boomerang
• Join the Facebook Group
• Ask Geoff Anything! Tap Here
• Become a Mortgage Marketing PRO Member

Mentioned in this episode:

MortgageMarketing.pro

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Listen in to continue to pivot, innovate, adapt, and overcome!

Episode Resources:

• Join the Facebook Group
• Ask Geoff Anything! Tap Here
• Become a Mortgage Marketing PRO Member

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MortgageMarketing.pro

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