Raquel Borras, is the external brand communications manager at New American Funding. She emphasizes the importance of being genuine and true to oneself while maintaining a professional nature. 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 highlight…

In this informative episode, host Phil Treadwell welcomes Tucker Haas to discuss the impact of Homebot on the mortgage industry. Tucker, the CEO and Founder of Quo Finance, now the Lead Engineer at Homebot, shares insights into how this innovative tool enhances client engagement, empowers homeowners with valuable financial information, and ultimate…

Today we're hanging with Dustin Owen, VP of Eastern Division Sales at Waterstone Mortgage, to discuss the keys to success in the mortgage industry, the importance of endurance, and how to thrive in today's market. Dustin dives deep into the fundamentals of building a successful mortgage career. He emphasizes the importance of having 10 meaningful c…

In this engaging episode, host Phil Treadwell chats with Ryan Hills about his unique journey from ministry to mortgage and delves into the importance of building and nurturing relationships. He emphasizes the significance of taking action now to achieve success cuts through the cliche of “motivation” to highlight the necessity of discipline to over…

In this insightful episode, Phil Treadwell sits down with Co-Founder of New Story Lending, Shane Miller to explore his hardscrabble background and the passionate leadership he and his Co-Founder Juan Rodas bring to the mortgage industry. Don’t miss this inspiring episode and if you missed it, catch episode 201 where we talk with Shane’s Co-Founder,…

In this episode I meet up with my friend Josh Pitts and discuss the importance of consistent content creation on social media for mortgage professionals. The focus is on personal connections and community engagement rather than constantly promoting mortgage-related content. We talk about Josh’s new Shredit app, which simplifies the video editing pr…

In this insightful episode, Phil Treadwell sits down with Co-Founder of New Story Lending, Juan Rodas to explore his mortgage career and the innovative approach to the mortgage industry that is writing a new story for their clients and the industry at large. Don’t miss this inspiring episode or the next as we talk with Juan’s Co-Founder, Shane Mill…

In this episode, I share a few of the biggest takeaways from the recent Mastermind Summit in Las Vegas. I'll discuss strategies and tactics for closing out the year strong in the mortgage industry. We review the importance of executing the fundamentals, such as building relationships with referral partners, having conversations, and staying in fron…

In this milestone 200th episode of Mortgage Marketing Expert, host Phil Treadwell celebrates by giving you a peek at his new podcast, "Business of Success," with a compelling interview featuring Mark Perkins, the founder and CEO of Pivot Realty. This episode delves into Mark's dynamic approach to real estate, exploring his journey from starting Piv…

In this episode, we talk with Scott Payne from Shape CRM to discuss the importance of standing out in business and optimizing lead management for loan officers. Scott shares his journey of becoming memorable in the industry through his unique personal branding, which includes wigs, humorous t-shirts, and fitness videos. **Top 5 Keys You'll Learn** …

In this episode, host Phil Treadwell sits down with Nicole Giamundo to discuss her inspiring career journey and deep passion for the mortgage industry. Nicole shares insights from her professional experiences and announces an exciting new venture: Professionally She, a dedicated support group and community for women in the mortgage industry and bey…

This episode shares key takeaways and frameworks to evaluate your results as a mortgage originator. We discuss the value of feedback and how to sincerely ask your referral partners for feedback. We also share a cool strategy to talk with your referral partners that creates meaningful connections and lays the foundation for future referrals. Episode…

On this episode, Allison Larson, shares her strategies for building relationships with real estate agents and growing her business. She emphasizes the importance of finding agents who have a minimum of five buy-side transactions in the last 12 months and have been licensed for at least a year. She has a very structured process for identifying the r…

Today we're focusing on how to 10X your business. It's just one episode in a series of short, focused takeaways you can apply to your business for immediate results. 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 t…

Our guest today is Brian Boero, co-founder of 1000WATT. We're discussing the importance of branding and differentiation in the real estate and mortgage industry in a way that connects with your target audience. Boero shares his opinion around the NAR settlement, particularly for agents who struggle to adapt to the changes. He advises mortgage profe…

In this episode, MME host Phil Treadwell talks about the difference with Marketing & Brand, how increase your lead generation and lead conversion numbers, as well as using Motivation & Drive to make progress in today's market environment. He also talks about how to balance your outbound lead gen activities, with attraction marketing efforts, all wh…

It's been one year since having the #1 Loan Originator the Nation on the podcast. Matt and his team have helped over 25,000 families achieve their dreams of homeownership. Today, Matt Weaver is back and he's got a message for you. 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…

In this episode of Mortgage Marketing Radio our guests are Sue Woodard, Cindy Ertman and Shant Banosian. We delve into innovative strategies for mortgage professionals looking to drive referrals and enhance customer relationships in today’s market. Cindy Ertman, a seasoned keynote speaker at the Mastermind Summit, shares three bold strategies desig…

In this episode, we'll explore the power of partnerships and how loan originators can be indispensable allies to real estate agents, especially in today's challenging market. 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…

In this insightful episode of Mortgage Marketing Expert, host Phil Treadwell invites industry experts Marjorie Adam, Dustin Brohm, and Mark Perkins to examine the impacts of the NAR Lawsuit and the impending settlement on the mortgage and real estate sectors. The guests delve into the lawsuit's implications, providing a nuanced analysis of the pote…

In this episode of Mortgage Marketing Radio, we welcome John Cornish back for a third time on the podcast! Listen to John's focus on the fundamentals of daily activities and time blocking that thrives on personalized client engagement and consistency. Mondays involve sales meetings and agent outreach, while Tuesdays are for pipeline updates and buy…

In today's episode, we dive deep into the complexities of the real estate industry, the essence of financial literacy amongst millennials and Gen Z through the First Home IQ initiative, and the strategic use of social media to foster trust and community leadership with first time home buyers. Don't Miss: Kristin's views on why empowering customers …

In this episode the spotlight is on guest Craig Davis in a riveting discussion as Phil and Craig delve into their similar coaching styles, underscoring the significance of mindset in shaping our outcomes. They navigate the delicate balance between factual analysis and emotional intelligence in decision-making processes. The conversation is packed w…

Today we have an insightful conversation lined up that promises to deepen your understanding of the mortgage industry and bolster your business strategies. Joining us is the mortgage maven himself, Brian McCauley, with a staggering 20 years of experience and a track record that includes weathering the tumultuous 2008 financial crisis. In this episo…

Today we're diving deep into the seismic shifts shaking up the real estate industry with my guest, James Kleiman, Newsroom Manager at Housingwire and a sharp observer of real estate trends. In this episode, we're discussing the ripple effects of recent settlements and regulatory changes that are reshaping the landscape for agents and mortgage profe…

In this insightful episode of Mortgage Marketing Radio, Geoff Zimpfer welcomes Jordan Nutter to discuss the intersection of mortgage marketing, financial literacy, and social media strategy. Jordan shares her mission to enhance financial literacy throughout the nation, diving into the nuances of balancing loan origination with her 50-city tour in 3…

In this enlightening episode, we talk with Tom Moffat and Brandon Love about innovative strategies for using Instagram to connect with REALTORS. From creating exclusive broadcast channels to utilizing the 'close friends' feature, this episode uncovers the power of personalized communication and relationship building on Instagram. Key Points Discuss…

In this episode, myself along with Brian Vieaux, and Kyle Draper delve into the concept of the next generation mortgage loan officer and what it takes to thrive in the modern mortgage industry. We discuss the importance of embracing technology, being a digital native, and the significance of personalized customer service in catering to the diverse …

In this episode of Mortgage Marketing Expert, host Phil Treadwell invites guest Ben Smidt to discuss the role of technology in building a successful mortgage business. The conversation focuses on how mortgage professionals can use technology to streamline their operations, close more deals, and provide superior service to clients. Smidt shares his …

On this episode we welcome Travis Thom, a renowned Facebook and Instagram ad expert and AI marketing strategist, back to Mortgage Marketing Radio for an insightful episode on cutting-edge digital marketing strategies in the mortgage and real estate industries. Key Points Discussed: - The transition from traditional long landing pages to streamlined…

In this exciting episode of Mortgage Marketing Expert, host Phil Treadwell welcomes guest Kyle Wright, a successful loan officer to share his journey and experience. We delve into Wright's unique approach to success, which he attributes to learning how to do it all. Kyle shares his insights on the importance of solving problems, effectively elimina…

Today we're talking with Mike Faraci. He's the Founder & CEO of Red Button Media, a video content agency that specializes in creating authentic, professional video content and marketing strategies that get you the attention you deserve. **Here's a breakdown of the top takeaways from our conversation with Mike:** 1. **Harnessing AI Tools for Content…

In this episode, we dive into the art of refining the client experience in the mortgage industry with expert guest Mike Seminari, Director of Customer Experience (CX) with STRATMOR Group. 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 …

In this episode of Mortgage Marketing Executive, host Phil Treadwell invites the dynamic duo, Don and Gino, founders of DG Media Inc and the Momentum Builder annual event. The conversation revolves around this year's Momentum Builder event, focusing on the importance of identifying and addressing the right problems to ensure business growth. Don an…

Join us in this enlightening episode of Mortgage Marketing Radio, with guest Daniel Simoanvsky, a top-referred insurance broker in the Kansas City area and a co-founder of a thriving insurance agency. In this episode, we delve into Daniel's innovative approach to building meaningful relationships within the real estate and mortgage industry by leve…

In this episode Phil Treadwell is joined by industry expert Scott Reuter from Freddie Mac to explore the latest appraisal trends in 2024. With their combined expertise, they delve into the evolving landscape of property appraisals, discussing topics such as technological advancements in the appraisal process, the impact of appraisal bias, and the o…

We've got Canadian Mortgage innovatorJason Henneberry as our special guest on today's episode. Jason dropped invaluable insights on emotional selling, financial education, and the critical skills for thriving: audience building, deal creation, and deal conversion. 05:34 Tightened regulations impact mortgage market, 2025 surge. 07:32 Retail versus i…

In this enlightening episode of Mortgage Marketing Expert, host Phil Treadwell is joined by Mike Hardy. Together, they delve into the future of the mortgage industry, focusing on the opportunities that await in 2024 and 2025. The conversation begins with Phil and Mike exploring the evolving landscape of the mortgage industry. They discuss the poten…

I am thrilled to bring you my conversation with the renowned YouTube strategist Sean Cannell. We dissect the nuances of creating powerful YouTube content for mortgage professionals, blending high-value content with the seamless use of AI and the irreplaceable human element that propels your marketing to new heights. **Key Points We Discussed with T…

In this episode, MME podcast host Phil Treadwell delves into the future of the mortgage industry, specifically focusing on strategies you can use to make this year your best yet. Phil emphasizes the importance of understanding and adapting to the changes in the market, rather than resisting them. The highlight of the episode is Phil's three-step ma…

Today we're talking with Shayla Gifford. She's the VP of Sales and Development and a Branch Manager with Guild Mortgage. 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 br…

In this insightful episode of "Mortgage Marketing Expert," host Phil Treadwell welcomes guest Tyler Hodgson for a deep dive into the critical aspects of successful mortgage marketing. Hodgson shares his expertise on time management, emphasizing the importance of prioritization and efficiency for mortgage officers. He also unveils effective referral…

On today's episode we're learning about an alternative to verifying employment, income and assets for your borrowers. Truv allows you to gather over 100 unique income and employment data points from applicants by allowing them to login directly to their payroll or employer account. You'll save your clients money and reduce your time to close with T…

In this informative episode of Mortgage Marketing Expert, host Phil Treadwell invites guest Kevin Peranio to delve into the critical concept of market timing. As a seasoned industry expert, KP shares his insights on the common misconception of waiting for the "perfect" time to invest in real estate. They discuss how mortgage officers and realtors c…

Imagine never having to update real estate listing flyers. Accelerate the home loan process by putting real-time mortgage rate listing flyers right in the hands of prospective homebuyers, agents and builders. Uplist is a modern alternative to traditional listing flyers. The platform then generates a rate-search web page for that listing, complete w…

In this episode of the Mortgage Marketing Podcast hosted by Phil Treadwell, special guest Brianna Harris shares her expertise in video and social media strategy. Together, they delve into the importance of building connections rather than solely focusing on sales for mortgage officers. With Brianna's insights, listeners gain valuable tips and strat…

In this enlightening episode, we sit down with Josh Friend, the visionary CEO of Insellerate, who has successfully navigated the challenging waters of direct-to-consumer marketing with an impressive $30 million investment. Josh brings a wealth of experience and unique insights into the world of consumer direct mortgage marketing. We explore the imp…

In this episode of the Mortgage Marketing Expert podcast, host Phil Treadwell sits down with the accomplished Loan Officer and fellow Podcaster, Josh Mettle, to discuss the power of stacking successes. We dive into how Josh effectively utilizes time blocking and early mornings to fuel not only the growth of his business but also the success of his …

Have you ever thought about real estate investing as a path to financial freedom? Have you kicked around the idea but felt you were too busy with work and family responsibilities? 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 …

In this episode host Phil Treadwell sits down with special guest David Lykken to explore the exciting opportunities on the horizon in the mortgage industry. The discussion revolves around the importance of anchoring your personal motivations and values in your business endeavors. They also delve into the concept of F.A.N.A.F.I – finding a need and …