Mortgage Marketing Radio

is an award winning Five Star mortgage professional seven years in a row. She's with out of Denver Colorado and is consistently ranked among the Top 1% percent a in production, funding 206 units in 2017. Her main source of business is real estate agents. And what we unpack on this episode is the unique things she does to stay top of mind to work with only those agents that she enjoys working with and how she puts together different strategies to activate those relationships.  You're also going to hear about direct mail. That's right, direct mail. What she calls 100 cheesy gifts things that she sends to Realtors and other referral partners to drive business, get meetings and to build loyalty. Really funny cool ideas in here. Want to learn more about the Mortgage MarketingPRO Membership? Check out the details here:Mentioned in this episode:MortgageMarketing.proGet more agent referrals, with https://MortgageMarketing.pro

Question: If you were in front of more people more often, able to get in front of more referral partners and prospects to have a deeper, more meaningful connection; would you be closing more business? If you're already good at delivering your value proposition you just need to be able to be in front of more people and present your value proposition more often. We can only be so many places at once.  Today I am thrilled to bring you my special guest   the Chief Marketing Officer for . BombBomb is a platform and distribution platform that helps you build trust build connection. You'll hear Steve talk about how video is the next best thing to be in there in person and there's lots of resources available for you in the show notes. 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? .  Join Here: bit.ly/2NH

My special guest today is . He's with Guild Mortgage and he lives in the Pacific Northwest Seattle area. He's a Very impressive individual. Oleg consistently ranks in the over $150 million dollar club and in 2017 closed 627 loans. I asked them how much of that is his own personal production and he said 100 percent. Yes he has a support team but he personally originated 627 loans. Oleg shares his story of how he transitioned from a call center to a relationship based mortgage professional. He also shares his view on what Loan Officers must do to garner business from Agents in the new market we've entered. As Oleg says, leads can cure most business problems. We'll talk about lead generation, competing in a tight rate market and how to increase your lead conversion. P.S. Want to learn more about being a PRO Member? Check out the Mortgage Marketing Institute PRO membership .Mentioned in this episode:MortgageMarketing.proGet more agent referrals, with https://MortgageMarketing.pro

My special guest is , CEO of Apex Home Loans out of Rockville Maryland. He is among the top 1% of mortgage bankers nation wide and Craig has received the 40 Under 40 award. His company has been recognized throughout greater Maryland area as one of the Best Companies to Work for and is consistently ranked among the top 100 mortgage originators in the country. Craig has two main pillars of business as referral partners. Financial Advisors and Realtors. We're talking about Financial Advisors and how to find them, how to approach them, how to be more successful in presenting yourself to financial advisors. The the biggest reason why most Loan Officers don't pursue financial advisers is they don't know what to say. If you enjoyed this weeks episode, leave a comment or rating. I appreciate you! P.S. If you're looking for more training on how to become a modern mortgage originator, get more referrals and build your online brand; check out .Mentioned in this episode:MortgageMarketing.proGet more agent referrals, wit

My special guest on today's episode is ; the DC Title Guy. Wade was actually the very first guest I had on this podcast back in 2016.  This episode is an update to catch up and see what's going on in his business since we last spoke in 2016. Wade has continued to leverage his educational approach to deliver value and become essentially a coach for Real Estate Agents, helping them grow their business. So I asked Wade what his #1 source of business is and he said .  What does Wade teach Agents? How to get started with YouTube, video marketing, business planning, social media and other relevant topics that help Agents grow their business.  Wade doesn't make cold calls. He makes warm calls because he's known in his area as The DC Title Guy who teaches classes, educates and adds value. When he calls Agents, it's a welcome "hi Wade" call vs. "yeah I'm busy...what do you want?" Biggest takeaways you don’t want to miss and links mentioned Check Out Wade's How to Build Your Tribe of Fans  How to Attract Agents W

This week's special guest out of my hometown of Boston Massachusetts. Rick is a Senior Mortgage Planner with in Framingham Massachusetts. Rick's part of the billion dollar club. That means in his career he surpassed the billion dollar mark of career originations.  Rick is doing some amazing things out there and we talk about on this a couple of key things he does. One is past client reviews or annual mortgage reviews. Rick is generating anywhere from two to four loans per month just from his past database, sending out an e-mail and a voice broadcast. Amazing! Next you'll hear Rick's concept for real estate Agent mastermind's. This is brilliant. If you're looking for a way to get aligned with top producing Agents in your local market listen up! And lastly we talk about something that's really cool Rick created called The . There's links in the show notes for everything we talk about.  The is a concept that Rick is bringing to the real estate agents in his local market to teach them how to fish; helping them

My very special guest is  Vice President of Cornerstone Home Lending out of Santa Barbara California. Lots of respect for Kelly and what she's built over the last 22 years as a mortgage professional. In the past four years alone, Kelly has closed over $400 million dollars in loans. Let me say that again. In the past four years alone, Kelly has closed over $400 million dollars in loans, ranking her in the Scotsman Guide top 125 Originators is in the nation. I think what's cool is the take away from Kelly is that is that she is true to herself. She wants to be authentic. She's built her business around the things that keep her true to herself and that she truly enjoys doing. On this episode we're going to unpack a couple of really cool things. Number one Kelly has built a team and as you may notice that's kind of a growing trend in the mortgage space much like it has been in the real estate space for some time. We're going to talk a little bit about how she leverages her team to optimize her business and delive

My special guest this week is Facebook marketing strategist coach and consultant. . Travis might be the best kept secret in the mortgage space. I was introduced to Travis at a conference I was attending and hear about him doing all these incredible things when it comes to Facebook. Building audiences, creating leads and really having a deeper understanding of online consumer psychology. We're going to dive into lots of different things in here from ad creation to creating seller and buyer funnels, understanding your audience demographics and leveraging Custom Audiences. Then we dive into the ad optimization strategies that go into having a successful Facebook ad campaign vs wasting time and money. Biggest takeaways you don’t want to miss and links mentioned Building Your Ideal Target Audience on Facebook Knowing Your Facebook Ad Relevancy Rate What Are Facebook Canvas Ads? Priming, Reminding and Retargeting  The Latest Updates with Facebook Targeting Options   If you enjoyed this episode, please share with

My special guest on this episode is . Shane is head of industry and General Manager for financial services at He's a published author award winning speaker and his research has been featured by leading advisory firms such as Forrester and Gartner. With 18 years of experience in financial services and high tech, Shane knows his stuff. Many of us are not necessarily adapting to the market changes and in this conversation we talk about the as he calls it; the next generation customer journey and how the loan officer experience integrates into that. It's all about local search and we're going to unpack that topic and share some examples to help you get found online and get more consumer direct business. Biggest takeaways you don’t want to miss and links mentioned The Keys to Success for Thriving in the New Digital Landscape Getting Found in Google Local Search Three Steps to Having a Professional Online Presence What is Google My Business and How do You Benefit Learn More About Yext If you enjoyed this episod

My special guest today has worked every day for over thirty years to teach people about personal finance. He's widely regarded as one of the nation's top Financial Advisors having been named in 2016 among the country's top ten Wealth Advisors by Forbes magazine. Barron's selected him as the nation's number one independent financial adviser three times and one of the 10 most influential figures in the investment advisory field today. I'm talking about the Founder and Executive Chairman of . Ric is the Author of on personal life on personal finance including his #1 New York Times best selling book .  Today  employs 161 Financial Advisers serving more than 36,000 families in 43 offices across the country, managing over $21 Billion in assets.  Biggest takeaways you don’t want to miss and links mentioned: 11 Reasons You Should Carry a Big, Long Mortgage () The Future of Mortgage Planning Professionals How to Differentiate and Win With Financial Education The Truth About Your Future (Must Listen to This!) Teami

This is a special episode for me and I'm confident it will be for you as well. My special guest is . If there's one word to describe Tim, it's authenticity. Have you ever been around somebody and they make you feel better, think clearer and understand the truth about what's really important. For me, that person is .  Do you want a career you enjoy? One that you look forward to going to every day build really meaningful relationships with real estate agents and anybody else you would want to build those relationships with? If you're looking to live an authentic life and be true to yourself business, this podcast may hold something for you.  In terms of annual production from 1997 to 2004; Tim was consistently ranked among the top 50 loan officers in the country. In 2004 at his peak, Tim closed an astounding 676 loans for over two hundred thirty six million in volume, ranking him number 26 in the U.S. out of 400,000. Loan officers. Because of Tim's achievements, Mortgage Originator Magazine inducted him into th

My special guest today is Dave Simms. He's the CEO of , an industry leading mortgage automation and point of sale solution. Do you want to fully automate your mortgage business? Check out . You want to create a smooth and simple borrower experience? Prospects, leads, minimize headaches, to reduce the communication back and forth. has everything you want. From a point of sale mobile friendly portal to provide web based access for your borrowers to interact with their loan. From application to clear to close. A really simple easy to use interface. Documentation, e-signatures, integration with your LOS. All in one single easy to use system that fits in the palm of your hand. That's right, your mobile phone. We're also talking about good communication on this episode. That's one of the hallmarks of creating a world class customer experience, is good communication. Influencing the borrower experience, and your referral partners to keep them sending business your way. is packed with easily customizable and automa

What's your video strategy to grow your Mortgage business, reach more people and stay relevant in the coming years? What's that? You don't have a video strategy? Oh, then check out this episode of Mortgage Marketing Radio with Mortgage Originator Kris McWilliams. He's taken the bold step of launching a weekly Mortgage Video show. So on this episode we have both the audio only option and video for you to listen, watch and apply what you learn! Biggest takeaways you don’t want to miss and links mentioned: How to Get Over Video Reluctance What Topics Do I Talk About on Video? What Equipment Do I Need? Where Do I Post My Videos? How Often Should I Do Video? 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

On the episode, we're talking about getting away from the "great rates and service" with ; CEO at . He's on a mission to simplify digital marketing so banks, credit unions, you, the mortgage loan officer, can become digitally savvy - and grow your business. We're talking about the convergence of digital change and disruption and displacement and how do you survive and thrive in the coming shifts that are happening in the mortgage space with regards to technology. spends a lot of time working with financial institutions on mapping out their process to design the customer experience. Both from the point of lead generation, to engagement, to during the loan process and then post close. We'll talk about how you become a modern mortgage professional, integrate technology in a way that engages the user and positions you as relevant and helpful.  That's what we're going to talk about here on this episode and more. So, hope you enjoy the show. If you like so, please let us know. Leave a review. Check out links to J

knows how to train his Buyers Agents how to refer him and turn listing Agents in to referral partners. Brent is a Sales Manager and Team Lead with in Portland, Oregon and Brent's been in the mortgage business since 2002. He's a President's Club winner, having closed over $200 million in loan volume throughout his career.  A couple of the things that stand out for me is how Brent is positioning himself and his team in a very competitive market with multiple offers, on how he's training his buyer's agents to create a more referable process for him as a mortgage loan originator. So we're going to talk about that, how he wins deals in a rate sensitive environment, how he cross sells listing agents and his whole process for getting 85% of his business coming from real estate agents. And we're going to talk about a really cool tool called  that empowers you to stealth market potential referral partners, automate your online reviews and more.   Biggest takeaways you don’t want to miss and links mentioned: How to G

Want a crash course in how to get consumer direct purchase leads from Facebook? Digital Marketing superstar reveals the exact steps to attract and convert high quality Facebook leads. From targeting to ad campaigns, messaging and follow-up, we cover it all on this episode. Biggest takeaways you don’t want to miss and links mentioned: What's New Since the Facebook Data Breach? How to Target Likely Homebuyers on Facebook How to Capture Home-buying Leads on Facebook What Ads and Offers Are Working Right Now?  Best Practices for Lead Follow-Up and Lead Conversion To connect with Chris' company directly, visit .  Mentioned in this episode:MortgageMarketing.proGet more agent referrals, with https://MortgageMarketing.pro

On this episode, Coach reveals the how to become an elite Mortgage Sales Professional by learning proven lessons from the warriors who set the global standard for operational excellence: the American military elite. To be the best you must learn from the best - so YOU can be your best.                                              In Bill's new ,  he interviews former members of the US Special Forces and leading sales professionals from a variety of industries, and then Bill creates parallels between the two,  to understand the similarities between elite military and top sales performance. This interview - and Bill's new , will help you uncover proven tips and practical tools to train for any situation that you'll encounter in the field, overcome any fears that you may have and channel it into productivity. You'll discover how to find your personal why and keep it alive, especially if you've been in this mortgage business for quite a while. Then you'll learn how to build a team that shares your vision, your p

A few weeks ago, I received the good fortune of being invited to attend a class that was hosted by, the premiere training and education organization in the country, for preparing and training real estates agents, mortgage loan officers, attorneys, judges, financial planners. The founder of ; Prof. Kelly Murray, J.D. is a graduate of Stanford University and Harvard Law School. She's also a faculty law professor at Vanderbilt University. What you'll hear on this episode is three special guests: Wendy Waselle, also known as Aunt Wendy. She's the co-founder of . We have Loan Officer , who I've known for over ten years and REALTOR   with twenty-six years of experience. What you're gonna hear, is their story about why they decided to become Divorce Specialists. We'll talk about some of the road blocks how to approach attorneys and why it's important to get properly educated and trained. Like any other specialty, you need training to be a specialist. Lastly, we're teaming up with Professor Murray, J.D. and hosting a

is a Modern Mortgage Originator. On this episode of Mortgage Marketing Radio, he reveals his social savvy methods for using video to build his online brand and get closed loans from social media at no cost. Last year Dan closed 203 loans with 36% of those closed loans coming directly from his Social Media channels at absolutely ZERO cost. Dan has built a strong brand online through his , and channel,  advertising and more. He's also tapped into his local Agents through educational classes and classes that position him as a thought leader, creating profitable relationships and referrals. We unpack how Dan leverages Facebook ads to target the top 500 real estate agents in his local area, how he builds his brand using Facebook to do that, so when he calls those targeted agents, it's no longer a cold call. It's a warm call. Brilliant! We talk about how Dan does pop buys and how to make pop buys to Agents not cheesy. We'll dig into how Dan leverages social media to target homebuyers. What is the process that D

Ryan Grant, is just an amazing human being, an amazing person, just in terms of who he is. He's a quality person, but what he's done, what he's accomplished in the mortgage space in a very short period of time is remarkable. Literally, within two years, he went from about $11 million to $60 million.   Just last year in 2017, he helped over 200 families. He's ranked as the number one lender in Orange County, California, which is a huge feat, that's a very competitive market and he's ranked as the number 38 lender; if I'm correct, nationwide.   The results speak for themselves in terms of not only his production, but if you go to Zillow and look up the , you'll see over 200 reviews, 4.8 stars average, and the raving comments that clients have.   As Ryan talks about, our job is not to "Pre-qual," as a mortgage loan officer. Our job is to remove doubt. Ryan just does a great job on architect- going through how he architects his process.  If you just want to have a blueprint for what does a high performing mortgag