Sinopsis
Podcast by Mortgage Marketing Institute
Episodios
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Ep #111: How Homebot drives Repeat and Referral Business by Helping Your Clients Build Wealth
14/03/2019 Duración: 46minLike it or not, Zillow has become the place to go to find property values. But you can easily change that within your sphere of influence with the help of Homebot. Imagine producing a monthly digest emailed to your clients that scratches their itches for checking on property values, keeping track of the equity they have in their properties, and answering questions before they even think to ask them. Sounds great, right? But who’s got time for that? Homebot emails these digests on your behalf. The only time investment required on your part is the initial setup and then time spent following up with interested clients. Homebot, winner of the 2018 Realogy Innovator of the Year award, keeps loan officers top of mind for both clients and REALTORS® almost effortlessly. IN THIS EPISODE YOU’LL LEARN: About Homebot How Homebot helps loan officers stay connected with agents and previous clients Why clients appreciate Homebot How you can track engagement within Homebot About the AI award Homebot recently won LINKS FROM
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Ep #110: Going Digital + Local to Reach Consumers First and Win More Agent Referrals
07/03/2019 Duración: 51minDisruption is all around us. Yes, It’s even coming to the home lending industry. Is a ‘bot going to take my job? Are Zillow and Amazon going to enter the lending space? How can I protect myself and my team? Clayton Collins of HousingWire has a two-fold prescription to help successful lenders prepare for a technological disruption. One, cultivate a digital presence and, two, build local expertise and local relationships. Having local knowledge and real-world relationships...well, it’s very difficult for technology to compete in those areas. In today’s episode you’ll learn about HousingWire’s resources for lenders and about their upcoming Engage.Marketing Event in Charlotte. I plan to be there! [smart_track_player url="http://traffic.libsyn.com/mortgagemarketingradio/Episode_110_Audio.mp3" social_gplus="false" social_linkedin="true" social_email="true" ] IN THIS EPISODE YOU’LL LEARN: About HousingWire About the importance about reaching the borrower first Shifts coming to the mortgage industry Clayton’s opinio
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Ep #109: Using Agent Classes, Video, and Personal Branding to Close 160 Loans
28/02/2019 Duración: 47minKathryn Pedersen is a 15-year veteran in the loan officer business, and her numbers speak for themselves: She does twice the volume (yes, twice) of her next closest competitor in her local area. That’s some serious hustle. Serving as the face of her business, Kathryn embraces the opportunity to connect with clients, both past and present. She does this in a multitude of ways -- agent classes, high-quality video content on social media, thorough and effective personal branding, even giving out hand warmers to clients in the grocery store. As Kathryn warmly points out, having a real desire to help others is at the heart of being a successful loan officer. Showing this through a personal touch is a key in helping deepen a long-term connection with clients -- one that will keep them coming back. In this episode, she explains how. We also learn some of Kathryn’s other best practices, including her strategies for building her brand, winning the Google war (she consistently comes up in the top three results in a Goo
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Ep #108: How to Get 10 Meaningful Engagement's with Agents Every Day
20/02/2019 Duración: 51minBill has been a top producer since 2012 and shows no sign of slowing down. His latest addition to his repertoire -- which includes monthly CE classes and a weekly video emailed to his list -- is making contact with 10 agents a day. These aren’t cold calls but touchpoints with existing contacts. Ten. each. day. As Bill reminds us, there are a hundred reasons to contact agents. This “chore” doesn’t need to feel unnatural or pushy. In today’s episode, he explains how. We also learn how Bill uses classes, events, and old-fashioned hustle -- especially around the holidays -- to attract prospects. IN THIS EPISODE YOU’LL LEARN: How providing monthly CE classes keeps Bill top of mind How to make 10 agent contacts a day in a naturnal, non-pushy way Why it pays to work around the holidays when others are taking time off Why it’s important to give back to your community Why, when it comes to video, you’ve got to just do it and know that it will get better and easier over time Why word-of-mouth reviews are not enough I
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Ep #107: How to Get Alerted the Moment Your Leads are Ready for a Home Loan
14/02/2019 Duración: 50minSales Boomerang is an automated digital service that gleans data from multiple databases and pings you when life events happen in the lives of your borrowers — when they’re looking to move, when they have a baby, when their credit score reaches an important threshold. IN THIS EPISODE YOU’LL LEARN: How Sales Boomerang aligns the interests of borrowers and lenders Some talking points to help you feel not like “Big Brother” but like the truly helpful brother everyone wants to have How Sales Boomerang helps you salvage missed opportunities…or at least bring them to people’s attention How this product can give LOs confidence about approaching your contacts How you can improve relations with REALTORS® LINKS FROM TODAY’S EPISODE Ready to grow your business in the new year? Check out the new which helps you get more Agent referrals, convert more clients and build your online presence. Want more free content to help you succeed? Join our Facebook Group Mentioned in this episode:MortgageMarketing.proGet more
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Ep #106: The Power of Identity The #1 Secret to Achieving Your Goals
06/02/2019 Duración: 50minDid you make New Year’s resolutions for 2019? How’s it going? If you’ve already fallen off track, you’re not alone. Research shows that 92% of resolutions are broken by the third week of January! But it doesn’t have to be that way. The problem is we’ve been going about pursuing goals and self-improvement all wrong. Contrary to what many would have you believe, it’s not about working harder; it’s not about making lists. The key is in our internal paradigms and in what we subconsciously believe about ourselves. In today’s episode Jim Fortin pulls the curtain back and exposes how our subconscious mind impacts virtually every area of our lives. He also explains the process of how to create lasting success and finally achieve the life you want to live. IN THIS EPISODE YOU’LL LEARN: Why you’ve struggled to meet your own goals in the past Why your identity is the key to unlocking your potential Why our conscious mind is not strong enough to overrule what our subconscious believes Tools for changing your subconsciou
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Ep #105: How Kelly Zitlow Uses Video to Build Trust and Close 232 Loans
31/01/2019 Duración: 45minMy special guest for Episode #105 is with Cornerstone Home Mortgage in Phoenix, AZ. She's consistently ranked amongst the top 200 mortgage loan professionals in the country. In 2018 Kelly closed 232 loans for $60 Million. Kelly has built a powerful personal brand using video to build trust and grow her personal loan volume. Today we're with Kelly about talking all things video marketing. How to get started with video marketing, getting over your fear, what to talk about, equipment to use and more. Kelly has 464 subscribers to her YouTube and over 150 videos so far. Biggest takeaways and links: Getting Past Your Fear of Video What Should You Say? Kelly's Video Process for Good Content Ready to grow your business in the new year? Check out the new which helps you get more Agent referrals, convert more clients and build your online presence. Want more free content to help you succeed? Join our Facebook Group Mentioned in this episode:MortgageMarketing.proGet more agent referrals, with https://MortgageMark
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Ep #104: Using Events to Close 327 Loans, Drive Agent Referrals and Explode Your Volume
23/01/2019 Duración: 47minOn this episode, I’m very pleased and honored to bring my special guest to you. And her name is . She is a mega-producer with Movement Mortgage and what I love about Dana is that she’s not only obviously highly successful but also humble at heart. Her 2017 production volume is 327 families helped for a loan volume of $71 Million dollars! Wow! Dana has built intense loyalty with real estate agents through a number of ways including having just a kickass loan process and being known as the person who gets things done in her local market. Dana has about 50 consistent agents that she works who send her the bulk of her business. She’s got actually over 100 that are part of her sphere of influence and you’ll hear how she stays top of mind with those agents, the types of events she does and how she creates tremendous loyalty from her agents. Biggest takeaways and links: How to Use Events to Scale Your Production Dana's Perfect Loan Process Maximizing the "Pop-By' Managing High Volume Without Going Insane Creating I
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Ep #103: How to Close 216 Units for $75Million Working Remotely and Meeting Agents Over Video
10/01/2019 Duración: 42minhas been voted “The Best Loan Officer” in Loudoun County each year for 6 YEARS IN A ROW and most recently listed in the Top 1% Mortgage Originators in America listed in for the 2nd year in a row! Biggest takeaways and links: Kristi's Main Sources of Business Systems and Processes for Closing 216 Loans Meeting Agents for "Virtual Coffee" How to Reduce Rate Shoppers Getting Started With Video Connect with Ready to grow your business in the new year? Check out the new which helps you get more Agent referrals, convert more clients and build your online presence.Mentioned in this episode:MortgageMarketing.proGet more agent referrals, with https://MortgageMarketing.pro
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Ep #102: Getting More Agent Referrals by Going Deep vs Wide with Agents
01/01/2019 Duración: 55minMy special guest this week is and her Business Development Specialist Katie Shive. Debbie has 20 years in the business and is a Guild Mortgage Rockstar consistently closing about $65 million a year, helping 260 families in 2018. That's a lot of loans! We're gonna unpack lots of different things on this episode with the main focus being on Debbie's REALTOR strategy of going deep versus wide with Agents. For example, Debbie hosts a REALTOR Mastermind/Book Study, Thursday "Hot Shoppers" and more. We'll also talk about how Debbie and Katie leverage events and online to help Debbie become a modern originator. Biggest takeaways and links: Going Deep vs Wide With Agents Getting Started with Video Converting Maximum Leads in Less Time Connect with Debbie Ready to grow your business in the new year? Check out the new which helps you get more Agent referrals, convert more clients and build your online presence. Mentioned in this episode:MortgageMarketing.proGet more agent referrals, with https://MortgageMarketi
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Ep #101: The Best Mortgage CRM You've Likely Never Heard About...Until Now
20/12/2018 Duración: 37minJeff Irving is the CEO and founder of I call him the best-kept secret in the mortgage industry when it comes to CRM and marketing automation platforms. I'm pretty savvy when it comes to CRM's and marketing automation. I've been around that digital space for quite a long time and I'm very impressed with what Jeff has built. What I love about Jeff is that he's made his CRM easier to use, get out of the gate and get started with a lot of the built-in turnkey functionality templates and modules that you can easily turn on and get started. Jeff Irving is the CEO and founder of I call him the best-kept secret in the mortgage industry when it comes to CRM and marketing automation platforms. Biggest takeaways and links: Choosing the Right CRM for Your Needs Automating Tasks vs Relationships The Future of Loan Officer Marketing Learn More About MLO Shift Ready to grow your business in the new year? Check out the all new which helps you get more Agent referrals, convert more clients and build your online presenc
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Ep #100: How to Prepare and Profit in the Real Estate Market Shift
12/12/2018 Duración: 38minThe market has shifted. Have you? Special guest @TomFerry shares how Real Estate Agents and Mortgage Loan Originators need to shift to stay relevant. The “new normal” market requires that we evaluate our current process, systems and sources of business. We need to ask ourselves questions like: “Who is our ideal/target customer?” “Are my referral sources still relevant?” “What areas of my business process need enhancement”? “How do I rise above the sea of noise in a crowded market?” “What’s most important in getting chosen in today’s market?” Biggest takeaways you don’t want to miss and links mentioned How Loan Officers and Agents Need to Prepare for 2019 Is Zillow Really Trying to Eliminate Agents? How to Rise Above the Noise and Stand Out The Role of Loan Officer for Agents Is Old School Sales & Marketing Dead? Connect With Tom Ferry Ready to grow your business, get more Agent referrals, convert more clients and drive sales from social media? Check out the membership. Want more good stuff? . If
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Ep #99: How to Build a Powerful Personal Brand With a Camera-First Strategy
07/12/2018 Duración: 46minMy special guest for this episode is . She's the National Director of Social Sales at . I saw Chelsea speak at a recent conference by . and was so impressed with what she presented around the psychology of why social media is such an integral part of most of our lives and how we communicate and engage today. I just had to have her on to talk about this. Chelsea is going to talk about how to build a personal powerful, personal brand with a camera first strategy. So if you haven't gone all in on video and images on social media yet, you're going to understand why it's so impactful for your business. Chelsea also one of the selected speakers at the Gary Vaynerchuk @Agent2021 event which I will also be speaking at. It's happening on January 17th and it's in Miami at the Hard Rock stadium. For more details about that event go . Biggest takeaways you don’t want to miss and links mentioned What Does "Camera First" Mean? The Psychology of Visual Influence Driving Social Engagement Get Chelsea's Book Follow
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Ep #98: How This Loan Officer Made $122K from Facebook Without Running Ads
25/11/2018 Duración: 40minMy special guest this week is . He recently presented at Sales Mastery event and he talked about how he has been growing his organic engagement, leads and business from Facebook - organically - without paying for ads. This year so far Larry's generated $120K in income directly from Facebook. Without ads. He still runs ads but he's been growing his business organically every every year. We'll talk about how he does that how he engages and how he divides up business versus personal page and more. By the way if you’re looking for additional training and support to build your online presence and grow your business, we just our brand new which helps you get more Agent referrals, convert more clients and build your online presence. Want more good stuff? . If you enjoyed this episode, please share with your colleagues & friends and leave a comment below letting us know what you thought.Mentioned in this episode:MortgageMarketing.proGet more agent referrals, with https://MortgageMarketing.pro
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Ep #97: How this Top Agent Reached Over 33K YouTube Subscribers and Cold-Calls FSBO's and Expired's
15/11/2018 Duración: 39minMy special guest today is . She's a very successful Real Estate Agent with over 30,000 subscribers on her over 7,000 followers and over 9,000 on . Listen to this interview from the standpoint of what can you learn for yourself in terms of getting active with video and other social channels. But then secondly you could share this podcast with your Agent referral partners. Why? Because when you go Loida's you'll see it is a library of awesome training and coaching on how to succeed as an Agent with Social Media. You'll also hear how Loida is blending online with offline. Her #1 source of listings in FSBO's and Expired's. She cold calls and it works for her! Biggest takeaways you don’t want to miss and links mentioned Why YouTube? Getting Started with YouTube Video Texting Leads to Increase Conversion How Loida Partners with Her Lender Connect With Loida By the way if you’re looking for additional training and support to build your online presence and grow your business, we just our brand new which he
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Ep #96: Personal Branding Lessons and Funding $134 Million from "The Mortgage Geek"
08/11/2018 Duración: 56minMy special guest for today also known as "The Mortgage Geek" out of San Diego California. I want to give you a heads that we don't have a filter on this episode. It's raw it's real with some colorful language. If any kids are nearby listening, please remove your children. Shawn is doing some amazing things with his "Mortgage Geek" brand. He's leveraging his brand and video to rise above the noise in the crowded market of San Diego. Shawn is an active Mortgage Originator still producing loans to the tune of $134 million dollars in 2017. But he's also running in San Diego. He has over a hundred Loan Officers as part of the organization at Cornerstone so he's running operations he's handling mergers and acquisitions also. Biggest takeaways you don’t want to miss and links mentioned How "The Mortgage Geek" Was Born How to Choose Your Personal Brand Making Loans Fun Again What Content Get's People Engaged How to Let Go of Fear and Get Going Connect With Sean By the way if you’re looking for additional tr
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Ep #95: The Art of Selling RENO Loans, Prospecting Agent Teams and Closing 250 Loans per Year
31/10/2018 Duración: 56minMy special guest for this episode is talking the art of selling RENO Loans, Prospecting Agent teams and closing 250 loans per year. is a very impressive woman. We need more powerful women being represented in the mortgage industry! Not only a powerful woman producer just a great person too. We're going to dive into a couple of big areas of focus with Kathy and that is Renovation Loans and how she's expanding adding that to her business. Cathy does two to three loans a month of RENO loans. We're also going to talk about focusing on big Agent teams. Biggest takeaways you don’t want to miss and links mentioned The Art of Selling RENO Loans Getting Agents To Buy-In to RENO Loans Prospecting Agent Teams to Grow Your Business Getting Started with Video Cathy's Focus for 2019 and Beyond Connect With Cathy By the way if you’re looking for additional training and support to build your online presence and grow your business, we just our brand new which helps you get more Agent referrals, convert more clients
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Ep #94: Making the Shift...How a $3 Billion Dollar Originator Goes from Old School to Modern Marketer
25/10/2018 Duración: 52minOur special guest on this episode is . With over 28 years of industry experience and over $3 billion in closed residential mortgages; The Jaffe Team has been consistently ranked in the Top 100 Mortgage Originators in the country for the last 19 years (out of 300,000). David candidly shares his journey of ups and downs over the past 28 years and how he's pivoting his business to adjust for the market shift and becoming a modern Mortgage Originator. Biggest takeaways you don’t want to miss and links mentioned How David is Re-inventing himself Getting Over Your Fear of Video Preparing for the New Market Getting Real With Your Database Building Your Team Connect With David By the way if you’re looking for additional training and support to build your online presence and grow your business, we just our brand new which helps you get more Agent referrals, convert more clients and build your online presence. Want more good stuff? . If you enjoyed this episode, please share with your colleagues & friends and l
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Ep#93: Build Your Audience and Go Consumer Direct with Your Own Alexa Flash Briefing
19/10/2018 Duración: 53minThe future of voice is search. Do have any of the Alexa suite of voice activated "smart speakers" in your home or office? How many times per week are you asking Alexa for information? Our special guests and are the co-founders of and they're helping Real Estate and Mortgage professionals launch disruptive marketing, direct to consumers homes! Imagine consumers getting the latest market updates, home-buying tips or community news from YOU - right in their home as an Alexa Flash Briefing. What's an Alexa Flash Briefing you ask? Tune in to this episode to learn more! Biggest takeaways you don’t want to miss and links mentioned What is an Alexa Flash Briefing? The Future if Search is Voice Setting Up Your Alexa Flash Briefing Disruptive Marketing Examples Check Out HomeyPoints Website Reserve Your Zip Code By the way if you’re looking for additional training and support to build your online presence and grow your business, we just our brand new which helps you get more Agent referrals, convert mo
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Ep #92: How to Fire Bad Agents, Rebuild and Become the #1 Purchase Lender in Illinois
11/10/2018 Duración: 01h03minMy guest this week is ; EVP of National Sales with Guaranteed Rate out of Chicago. Every single month Sam closes over 50 transactions. I believe last month it was 59 transactions. He is the only originator on his team. He does have a support team but originates 100% of his loans. We'll talk a little bit about scaling to build a team. Back in 2008 during the mortgage meltdown, Sam still did $82 Million in closed loans. What he realized was that if we going to truly build a business he enjoyed, he would have to start over. So he fired a majority of agents that he worked with because they didn't appreciate the value proposition that he was bringing to the table. Sam set a 12 month goal to meet an Agent a day for 365 days. When he got to number forty eight he was already so busy he had to stop because he had so much business coming in. His goal now is to get to 100 closed purchase loans per month. So we're going to talk about Agents being a primary source of his business. This is a a coaching session on how to bu