Mortgage Marketing Radio

What does it take to close 230 purchase units in your first year as a loan originator? 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

In this episode of Mortgage Marketing Radio, we talk with top-producing mortgage originator and elite coach Amir Syed to reveal the exact blueprint mortgage loan officers need to follow in 2026 to thrive—not just survive. 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: Marketing and Personal Branding – How to become “Five-Mile Famous” and generate referrals without begging agents. Sales and Persuasion – Why “the phone isn't a cactus” and how top LOs are diversifying beyond Realtors. Operations and Scaling – The exact hiring process to find your “superstar LOA” and break through your current ceiling.

Forget resolutions. In this solo episode, I’m taking you inside the personal mindset shift I’m making for 2026 — one that’s already reshaping how I lead, work, and live.Instead of a list of goals, I’ve chosen two powerful words to guide everything I do this year:

In this powerful episode, Katie Shive reveals how mortgage pros can leverage AI to build visibility, rank in search, and attract real leads online. Katie, a brand strategist and AI marketing coach, breaks down the concept of GEO — Go Everywhere Optimization — and how it’s changing the way consumers find mortgage professionals.You’ll learn:How to create a "core entity statement" that helps AI recommend you firstWhy your bio consistency across platforms like LinkedIn and Google is criticalThe difference between creating content for humans vs. robotsHow to turn one podcast or blog post into an entire week’s worth of marketingHow ChatGPT and other LLMs are now directly referring mortgage professionals to leads and what triggers thatWhether 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 NewsletterConnect with Katie on LinkedInWant to double your Realtor referrals without chasing, cold-calling,

Are you stuck in the same production level year after year, wondering why the needle isn’t moving? It’s not because you’re not capable—it’s likely because you’ve stopped asking the right questions. Imagine if you had a framework to challenge your assumptions, elevate your standards, and scale your business with intention.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:A blueprint to build standards so strong, your business becomes impossible to ignore,The exact mindset shift that turns agents into loyal, long-term clients,And a fresh perspective on what your brand actually is—beyond social media fluff—and how to buil

In this special crossover episode, you'll hear Geoff Zimpfer guest-host The LO Down Community Call with Connor Bartley to uncover how four top-producing LOs are generating real pipeline through strategic agent events. Forget the stale Lunch & Learns—this panel breaks down what’s actually working to get butts in seats and referrals on the books.You’ll learn:Why classes are the most leveraged way to connect with agents at scaleHow 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 zeroFrom 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 LinkedInLearn More About myAgent ClassesLike This Episode?

In this episode, we welcome James Duncan, a recognized leader in mortgage marketing who was honored as a “Marketing Leader” by HousingWire in 2022. James Duncan is the Founder and Chief Marketing Strategist at Caelum Advisers—an agency specializing in helping mortgage executives build resilient, growth‑focused marketing systems. 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 LinkedInLearn More About Caelum AdvisersWant 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 Clas

In today’s episode of Mortgage Marketing Radio, we’re tossing out the old networking playbook and redefining what real connection looks like in today’s noisy, tech-heavy world. I'm joined by Lindsey Meyer, Jen Peachman, and Philip Mancuso, three of the 25 authors behind the new book Rethink Everything You Know About Networking.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.

In this episode, we dive deep into how to build, hire, and grow an effective mortgage team with guest expert Irene Duford, a veteran in the mortgage industry who has coached over 1,000 loan officers, team leads, and branch managers.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:Know when to hire – Once your team is doing ~5 loans/month and you’re wearing too many hats, it's time to hire.Define the role first – A clear job description, process, and

Stuck at 3–4 loans a month? You’re not alone—and it’s not your fault.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/yearThe script Todd gives to top producers to re-engage past clientsHow to delegate outbound calls and book more high-quality appointmentsThe mindset shift that moves you from survival to serious momentumThis one’s all about systems that actually move the needle, especially heading into 2026.Connect With Todd:Jolt MarketingLinkedInWant 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 HereConnect With GeoffA Connect on InstagramS Connect on LinkedInK Subscribe on YouTubeSAY THANKS  Leave a review on Apple PodcastsG Leave a rating on Spotify

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 HereEpisode 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 LinkedInLearn More About Mortgage ChampionsDouble Your Agent ReferralsCheck out myA

Want more Realtor referrals as a Loan Officer without chasing, cold-calling, or paying for leads?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.comEpisode 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 MiloConnect With Andrew Double Your Agent R

Want more Realtor referrals as a Loan Officer without chasing, cold-calling, or paying for leads?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.comEpisode 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 marketT

In this special AMA edition of Mortgage Marketing Radio, we tackle a question from a 20-year industry veteran who’s struggling to turn social media activity into actual clients. Posting is easy, but how do you convert those likes and comments into leads, and then into closed loans?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

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 GeoffEpisode 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 fir

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 GeoffEpisode 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 resetHow to identify your unique value and package it into a brand that agents rememberThe exact playbook Arjun used to create a referral-generating community of agentsHow to build exclusivity that makes agents ask you&n

Here’s How the Top 1% Get Agent Referrals On DemandJoin 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 HereEpisode 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 insteadHow to identify your personal “levers” so every message resonates with prospectsThe 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

Here's How the Top 1% Get Agent Referrals On DemandJoin 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 HereEpisode 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 spotlightsMultiply your content by combining each persona with each pillar for 25 micro-topicsRepurpose one core idea across reels, shorts, posts, emails, and moreCraft conversational CTAs that spark genuine lead conversationsY

Here's How the Top 1% Get Agent Referrals On DemandJoin 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 vendorHow to turn one agent class into a steady stream of referrals—without doing it all yourselfSeats are limited. Register for the Training HereEpisode 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 adsThe "cringe before they binge