Mortgage Marketing Radio

Our special guest this week is Ed Conarchy, with Cherry Creek Mortgage. Ed has closed over 4,000 loans in his career. That's right, 4,000! Ed and I unpack how to separate yourself from the typical path that most people come to you on, which is trying to put a mortgage in silo, or in a box of, "Okay, I need a 30 year fixed. I need the lowest rate." Like Ed asks hey, I you ask people in a mall, come up to him, "What's better, 4.6 or 5%?" Well, people are conditioned to choose 4.6, right? What Ed and I talk about is, how do we take the mortgage conversation out of this silo and be more fiscally literate? What you'll hear Ed talk about is how he's self-educated himself to help him have a more fiscally literate conversation that teaches our prospects and clients one aspect of financial planning that they didn't know before. Ed will share actual examples of where he was able to win a deal by being half a point higher than another lender. He was the fourth lender that they shopped and came to, and he was still able

Our special guest today is Heather Bomar, with Cornerstone Home Lending in Oklahoma City, Oklahoma. Heather is a superstar. Her 2017 stats were 299 families helped, for a total of $67 million. And she's a busy mom of four. Her kids' ages? Two, four, six, eight. We're gonna dive into how she structures, obviously, her client customer process. She is a believer in delivering excellence. You'll understand what her methods are for managing her day, for managing the client referral process. She's recently got into doing some videos on social media, and you'll hear what the impact of that is on her business. Such a great conversation overall, and a great look into somebody who's running a class act over there at Cornerstone Home Lending.  Biggest takeaways you don’t want to miss:   >> How to Grow Your Production While Still Having a Life >> Creating a High Impact Client and Partner Experience >> Staying Top of Mind with Your Referral Partners >> Heather's Systems and Tools for Growth >> >>    Mentioned in this ep

On this week's show, and my very special guest is . I've known Sue for well over 10 years. Sue Woodard is now the Chief Customer Officer at and she's a Mortgage Industry Expert. Sue brings over 25 years of mortgage experience leadership to the industry. She has been helping Loan Officers for well over a decade breakthrough barriers and sharpen their skills. She's particularly talented in helping Loan Officers get connected to their real passion, and understand how to navigate in today's digital market. And so, in this episode, Sue and I are talking about is year being the tipping point, as she calls it. And that this year is gonna be a tough year. It's gonna be a challenging year but one that has opportunities as well, and that's simply because I think we're finally at that place of the convergence of technology  reaching critical mass in the mortgage space where there's a lot of talk about being displaced by technology and push button mortgage and all that stuff. Biggest takeaways you don’t want to miss:  

I'm so thrilled to bring you our special guests here today, which are none other than Jeremy Williams, the founder and CEO of , and special guest , your mortgage man with . What are we talking about here today?   We're talking about, a really cool tool that helps you automate your approval letters.   How often are you frustrated and challenged with having to update approval letters, having to log into your clunky system when you're not in front of a computer, and maybe your mobile version of that doesn't work too well. How often are Agents frustrated because they got to contact you on weekends or nights to give an updated approval letter, because the price has changed, negotiations have changed, terms and so forth.   If you're looking for a cool way to alleviate you from a lot of that low ROI producing work, low dollar value work, of just updating some basic numbers and a pre-approval letter and having to reissue that multiple times in a week or a month, well  could just be the right solution for you as you'l

This week we've got an amazing guest, somebody whom who I didn't know was even a listener of the podcast until somebody introduced me to him, and said, "hey, have you heard of this guy  in San Luis Obispo area of California?    Jeremy is a guy who has got a very unique and different approach to business, but to give you some stats, I mean what did he do?   In 2016, 400 units, 92 million. 2017, 99 million, was just a little shy of that magic hundred million dollar mark, and the guy's just a rockstar.    So we've got a hot seat session, where I walk through Jeremy's process for how he partners and works with Realtors. By the way, Jeremy will point out to you that his approach may not be appropriate for all, but I think there's some really key lessons in here that you'll get from the mindset on working with agents, and really what he spends most of his time doing, which is what I said at the beginning, is talking to people who want to borrow money, or talking to people who can send him referrals of those people

A brief summary of this episodeMentioned in this episode:MortgageMarketing.proGet more agent referrals, with https://MortgageMarketing.pro

Good News! I'm finally over my upper respiratory infection! I got my voice back, my energy restored and I'm ready to step up the content and value for you in 2018 in a BIG way! Thanks for being with me along the journey. I appreciate you! Speaking of doing things in a BIG way, my guest for this weeks podcast episode is a MEGA producer.  has funded over $2.5 Billion in loans since he began his career in 2001.  Before you "assume" that Joe's production numbers are partly from a team of Junior LO's, take a pause and listen because Joe is the sole originator that brings in that business volume.   You'll  how Joe's team is structured to allow him to spend the bulk of his time talking to clients and referral partners.   You may not have aspirations of closing $2.5 Billion in loans but if you're a listener of , I know you have aspirations to grow and improve.   This  will help you!   Biggest takeaways you don't want to miss: >> How to Hit $100Million Within Your First Four Years >> Structuring Your Day for Max

Hey listeners, Geoff Zimpfer, welcome to another episode of Mortgage Marketing Radio. So glad you are here and we are doing another quick session on CRM. What is CRM you ask? Customer Relationship Management. There's three key areas that if you're gonna be a highly effective and productive loan officer, you gotta master these three areas.  We've got to be good at not only task management and getting stuff done. We've got to be great at communication and tracking our communication so that we're informed, so that we're making sure the conversation is moving forward in a very intentional way. Task management, communication tracking and then the other key piece to ... a pillar of your business is marketing and marketing both for consumer based marketing, past client database marketing, staying in top of mind, staying in touch, being aware, being ready and able to know where people are in their journey of you managing their mortgage. God forbid, how many stories can we tell about loan officers missing out on a ref

I am such such a big fan of my guest this week Kelly Resendez she’s the EVP of Sales and Business Development for Paramount Partners Group which is a division of Paramount Equity Mortgage. Kelly is just a rock star. She’s a top producer consistently ranked in the top 1% at every company she’s worked at over 20 years in the industry. Since 2011 she’s been the EVP of Sales for Paramount Equity Mortgage. Kelly has the plan, the tactics and the strategy for helping you become more efficient and effective in your business. Kelly just published a brand new book: . You can also check out the Free resources available on her . Biggest takeaways you don’t want to miss: Mindset Before Goal Set (Discover Your Roadblocks) >> Creating and Nurturing REALTOR Relationships >> Daily Disciplines that Get Results >> Database Management: Get Three Loans for Every One You Close >> What to Do if You’re Not Feeling Passionate >> And More… If you enjoyed this episode, please . Mentioned in this episode:MortgageMarketing.proGet more

I'm thrilled to have dynamo Mortgage Originator Tammy Saul of as our guest on this episode. Tammy has built her business from the ground up. As a former attorney she transitioned into being a Mortgage Originator back in 2004 [literally by accident] with no intention of staying beyond the three months, here she is 13 years later. Tammy and her husband have grown into a substantial business funding $75Million dollars in 2017. How'd they do it? As you'll hear Tammy describe on this episode, she's built a phenomenal support team that allows her to do what she does best - originate loans. Biggest takeaways you don’t want to miss: > Tammy's Journey from Her Basement to $75 Million >> How to Hire the Right People on Your Team >> Attracting Agents Through Education >> What Drive's Tammy to Be a Top Producer >> Her Core Systems for Success >> What's Next for Tammy? $100Million + If you enjoyed this episode, please share with your colleagues & friends and leave a comment below letting us know what you thought. Or

What does it take to achieve 4x growth factor as a Mortgage Loan Originator? Our special guest Dominic Dangora shares how he grew his funded loans from 60 to 236 did it and how you can too.Mentioned in this episode:MortgageMarketing.proGet more agent referrals, with https://MortgageMarketing.pro

My special guest for this weeks episode is Stacia Weishaar. After an extended hiatus from being a Mortgage Originator, she decided to re-enter the business and start from scratch. For 2017, Stacia is on track to fund over 100 units and achieve over $40 Million in closed loans. For 2017, Stacia is on track to fund over 100 units and achieve over $40 Million in closed loans. Stacia has a very intentional approach to building her business. In fact, her mission statement includes creating "delightful refuge" for her clients and partners during the mortgage process. How's that for unique? Biggest takeaways you don't want to miss: >> How to architect your ideal mortgage process >> How to deal with "what's your rate" >> Creating a 5 star customer experience >> Building your winning team with less stress >> Time blocking to get more done in less time >> How to easily get online reviews In today's noisy world it's critical we create a process that builds trust and differentiates us from the myriad of options today's

is a Mortgage Loan Officer up in the Bay Area of Petaluma California. Michael is tracking to fund over $60 million and over 100 units for 2017. When I saw him speak onstage at Todd Duncan’s Sales Mastery event I literally took two pages of notes in the short session that he had. He doing so many interesting and leveraged things with video. How would you like to create a predictable referral process when an agent refers you to a potential buyer? Usually that's a broken process. They don't necessarily have the right language and maybe they do the three cards approach. But here's the thing. You have an opportunity to add tremendous value to the agents when they refer you to buyers. You'll hear Michael unpack how he does this by creating a video for each specific core Agent that he works with.  Imagine a video where the agent simply sends an email with a link to your video that edifies that the client has made a smart choice in choosing the Agent who's referred you. How about all the various milestones stages in

I'm thrilled to bring to you my very special guest Wessal Khader with ListReports.com Wessal is the COO and co-owner of What is ? It’s an amazing marketing platform to help agents with their marketing. What's included with ? Open house and promotional flyers single property Web sites, customized property reports, just listed and recently sold text alerts that look beautiful, neighborhood reports with full color graphics that include things like the nearest Starbucks, schools, local parks and even the nearest gyms. How about awesome looking sign riders with custom, texting options? An open house sign in process with a texting option for those who want to receive property details via text. Want to get all the info on the property? Just text a number and and both you and the agent get updated get put into the system get automatic follow up. The best part about is how easy it is to instantly create a suite of marketing resources for your agents. With a few clicks, you can create pretty much everything listed ab

I often say that success with Realtors many times comes down to the Law of Large Numbers. Most officers simply aren't getting in front of enough realtors and when they do they are looking and sounding like every other loan officer in town. So on this episode we're coming back to talk about and why I believe it is the number one way for you to capture and convert real estate is profitable. I'm so excited to Brandt Sthor's story on this episode. He gave his very FIRST CLASS EVER and got two loans and made six thousand dollars in commissions from his very first class. What other method of prospecting agents can you meet less than 10 agents and get two loans referred you from that one class and make $6000? If you want to get started teaching Agent classes, check out to learn more about a complete blueprint for success - just like Brandt did! In this interview, you’ll learn: How to Get Started Teaching Agent Classes The Magic of Teaching vs Selling How Brandt Made $6K from His First Agent Class Lessons Learned

My special guest  has become a mentor of mine for a variety of reasons. He’s got years of experience as an entrepreneur and business leader for the past 15 years as a mortgage originator. He’s built one heck of a successful team in the Arizona market. Todd grew a mortgage bank from five to 85 employees in four branches and he took the lead role in developing and designing a coaching program for originator’s leading to being in the top 30 ranked mortgage originators in 2015 and yielding more than 540 close loans  $113 million in loan volume. Todd recently rolled out a fantastic activity planner called  for Loan Officers and for real estate agents. The concept is winning the day by noon and so in this conversation Todd and I address some of the roadblocks that most originator’s and agents face when it comes to get things done and achieving their goals. In this interview, you’ll learn: How to Get Control of Your Day Secrets of Highly Productive Top Producers Does Time Blocking Really Work? The #1 Reason Loan Of

Are you looking to hire the best candidates for your team? Looking for that ideal Junior Loan Officer, Processor or Assistant? Have you ever thought you had the right person but soon realized they weren't right for the role they were hired for? Salespeople can interview really well. But often times that's the last good sale they made - getting the job! They don't perform as you expected. Does any of this sound familiar? My special guest today is the CEO and Co-Founder of .  helps take the guesswork out of hiring and helps you find and hire the best candidates for your team. They'll post your job, help you write a compelling job description and their algorithm helps you narrow your search so you only engage with the most qualified candidates.  How do they do this?  automatically screens candidates using the DISC assessment. Our special guest today is Jay Niblick, CEO and Co-Founder of . Jay will share why the DISC profile is the most reliable and accurate method for identifying the ideal people your looking

For over 30 years, Jen Du Plessis has been at the top of the mortgage lending industry. She has been named in the Top 200 Loan Originators in the U.S. more than five times and is the founder of Kinetic Spark Consulting, LLC. Jen is passionate about helping others in the mortgage and real estate industry offering educational training, consulting, and coaching. She has helped numerous clients achieve their personal, professional, and management goals. In this interview, you’ll learn: What it means to be a modern mortgage originator What is DNA of a successful loan officer How to move from loan officer to trusted adviser Selling advice vs. price Links we mentioned:    Mentioned in this episode:MortgageMarketing.proGet more agent referrals, with https://MortgageMarketing.pro

What's the most important asset in business? Trust. Trust is the result of repeated truth. Todd Duncan shares how you can build trust and achieve a business breakthrough.Mentioned in this episode:MortgageMarketing.proGet more agent referrals, with https://MortgageMarketing.pro

My special guest today is Dru Brents, CEO and Founder of PreApp 1003. So what is ? It's a complete, cloud-based, text-initiated, mobile friendly, mortgage pre-qualification system. It's completely personalized — branded to you — even with a video greeting. It's simply the most efficient way for you, the loan officer, to pre-qualify a prospective borrower, all from a mobile device. helps from the point of referral, keeping your referral partners notified and updated as your clients complete the 1003, get pre-approvals and more.  Show notes and links for this episode can be found at mortgagemarketinginstitute.com/52 Mentioned in this episode:MortgageMarketing.proGet more agent referrals, with https://MortgageMarketing.pro