Explorez tous les épisodes du podcast Mortgage Marketing Expert

In this episode, Phil Treadwell is joined by Ray Ellen who breaks down what it means to grow through grit. Ray explores how consistent action, willingness to learn, and letting go of control can unlock new levels of success. Whether it's sacrificing time now to create your “spring” later or surrounding yourself with the right cohort, Ray’s message is clear: the people who win are the ones who keep showing up and choosing progress.

Ray Ellen is a seasoned real estate professional, content creator, and team leader with nearly two decades of experience. As the founder of Pixel Properties, an award-winning team brokered by REAL, he’s helped over 1,000 clients and consistently closes more than 100 homes a year. Ray blends smart marketing, high-performance systems, and strong client relationships to drive results. He’s a REAL Mentor and co-host of two national masterminds focused on AI, strategy, and personal growth. A recognized marketing expert, Ray shares his expertise through the tWiRE Podcast and national speaking, helping agents grow through clear strategy and authentic connection.

01:30 Ray Raised His Hand

05:45 The Hard Times are Good Times

09:30 It’s Not the Same Race

11:15 All in the Details

16:50 Let Go to Grow

20:00 Showing Up is a Differentiator

23:30 Capability and Willingness

25:50 Create Your Spring

28:15 Sacrifice the Time

32:00 Find Your Cohort

37:10 There’s Value in Creativity

39:00 Keep Going or Get Out

Connect with Ray: Instagram | LinkedIn | YouTube

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In this episode, Phil Treadwell and Adam Smith dive into how less competition in today’s market actually creates more opportunity for those willing to show up consistently. They talk about getting back to basics—having real conversations, picking up the phone, and building authentic relationships. Adam shares that true success isn’t about perfect scripts or aggressive selling, but about listening, asking better questions, and simplifying your message to connect on a deeper level. The conversation is a powerful reminder that mindset, consistency, and genuine engagement are what truly set top professionals apart.

Adam Smith is the President and founder of The Colorado Real Estate Finance Group, Inc., established in 2005, and owner of Just The Tips Coaching. He has originated billions in mortgage and finance deals, helping thousands of clients and coaching sales professionals on lead generation, client retention, and zero-cost marketing. Adam is the author of best-selling sales books, hosts a weekly podcast, and frequently speaks for major real estate and mortgage organizations nationwide. He has been recognized as one of the most connected and influential mortgage professionals in the country multiple times and holds several industry awards. Beyond his business, Adam is actively involved in community service, including leadership roles in charitable organizations and emergency response teams in Colorado.

01:30 Less Competition, More Opportunity

06:25 Is it Back to Basics?

10:20 Have the Conversation

13:15 Engagement Doesn’t Mean Selling

18:15 The Lost Art of Phone Calls

23:00 Let Them Talk

25:40 Craft the Questions

31:50 Don’t Create Problems

36:45 Find the Bite-Sized Piece

40:00 You’re Not the Only One

Connect with Adam: Website | Facebook | Instagram | LinkedIn | YouTube

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In this episode, Phil Treadwell shares how to reframe frustration into momentum and push past plateaus. He breaks down the difference between a strategy and a real plan, and why execution, consistency, and mindset are the true keys to progress. Phil reveals parts of his personal playbook for moving forward and encourages listeners to evaluate the ROI of their efforts. As the founder of M1 Academy and a mindset coach, Phil delivers actionable insights to help elevate both you and your business. If you’re feeling stuck, this episode will provide the clarity and motivation you’ve been needing.

00:20 Reframe the Frustration

04:30 A Strategy or a Plan?

07:05 Execution, Consistency, and Mindset

10:30 Phil’s Playbook

13:25 Join the Movement Forward

19:20 What’s Your ROI Worth?

23:35 Have You Plateaued?

CONNECT WITH PHIL

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In this episode, Phil Treadwell sits down with Sean Herrero to explore how mindset is the foundation for success in both business and life. They break down the difference between excuses and real obstacles, highlighting how personal responsibility shapes outcomes. The conversation encourages listeners to shift their focus to solutions, stay rooted in their “why,” and make the most of the tools and resources they already have. It’s a powerful reminder that the right mindset unlocks the full potential of everything around you.

Sean Herrero is a leading mortgage advisor in the Bay Area with over 20 years of industry experience. After spending 15 years supporting mortgage advisors behind the scenes, he began working directly with homebuyers in 2017 and quickly rose to rank among the nation’s top 500 mortgage advisors. He is dedicated to empowering real estate professionals and guiding homebuyers to make confident, informed decisions. Beyond his own production, Sean mentors Loan Officers through his MNDST Event, where he teaches the mindset and strategies needed to build a successful business.

01:30 Catching Up with Sean

04:20 Excuses are not Reasons

08:15 People Pay for Wisdom

12:30 Now what?

14:45 Solution-Focused Lending

19:00 Don’t Be a Taker

23:45 Define the Why

27:40 Override Your Thoughts

31:30 Mindset Before Tactics

35:55 Use the Tools You’re Given

39:00 Find Your People

Connect with Sean: Instagram | Website

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In this episode, Phil Treadwell talks with Michael Brennan about redefining leadership and making intentional impact. Michael emphasizes that leadership is a verb, not a noun; it’s about taking action, not holding a title. He encourages listeners to "lead up" regardless of their role and to say yes to opportunities that create growth. They discuss how consistency builds trust over time and how small actions, like a thoughtful text, can make a big difference.

Michael Brennan is the president of Nationwide Mortgage Bankers (NMB), overseeing sales and operations across 47 states. He leads the NMB Affinity Platform, a financial wellness initiative built on strategic partnerships. Previously, he was president of Movement Mortgage, where he helped grow the company to 5,600 employees and $33 billion in annual volume. Michael is also active in philanthropy, supporting global nonprofits and serving as a key partner in John Maxwell’s EQUIP Foundation.

01:30 Meet Michael

06:20 It’s Not How It’s Always Been

10:15 Lead Up

13:20 Leadership is a Verb

16:55 Never Say No

22:05 Consistency Compounds

24:50 Part of the Impact

32:20 Send That Text

Connect with Michael: Website | LinkedIn

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In this episode, Phil Treadwell sits down with Caleb David for a real and motivating conversation about what it means to show up with purpose. They dive into the power of being in the right rooms, asking instead of assuming, and listening to what’s not being said. Caleb shares how aligning passion with purpose and checking in with yourself can lead to meaningful growth. A must-listen for anyone who wants to lead with purpose and show up more powerfully in life and business.

Caleb David is a top commercial real estate broker in Colorado Springs, known for his people-first approach and expertise across multiple sectors. As an investor and owner, he brings strategic insight to advising clients locally and globally. He hosts the Commercial Real Estate Unfiltered podcast and founded The Table Initiative to foster meaningful community connection. Caleb’s mission—whether in business or philanthropy—is to create space where people feel seen, heard, and valued.

01:30 Meet Caleb

04:50 Be in the Right Room

06:55 Ask, Don’t Assume

11:25 Listen to What People Don’t Say

15:55 Turn Passion into Purpose

19:10 All In Wherever You Are

22:25 Stop, Breathe, What Do You Need

25:40 Are You Capable and Willing?

30:00 Celebrate Every Win

32:00 Show Up Every Day

Connect with Caleb: Instagram | Facebook | LinkedIn | Website | Email 

Check out Crazy Love Africa!

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In this episode, Phil Treadwell is joined by Bryan McKee, mortgage professional, and founder of Resilient Warrior, for a real conversation about what it truly takes to grow—mentally, physically, and professionally. They discuss how discipline, daily habits, and doing the hard things you resist are essential for lasting change. Bryan shares why success isn’t instant, how setbacks shape us, and why your standards must match your goals.

Bryan is a mindset advocate, mortgage professional, and real estate investor with over a decade of experience in leadership, entrepreneurship, and personal development. A former executive chef turned entrepreneur, he now leads the coaching platform Resilient Warrior and hosts the Behind the Breakthrough podcast, where he empowers others to take ownership of their health, habits, and mindset. After overcoming seasons of depression, anxiety, and burnout, Bryan draws from personal experience to help people rebuild from within and live with purpose, discipline, and integrity. His mission is clear: to guide others through the inner work that leads to lasting breakthroughs.

01:30 Meet Bryan

02:45 Start the Day Right

05:10 Take Care of Yourself

08:25 The Satisfaction of Putting in Work

11:55 90 Days till Results

16:50 It’s Not Just About the Numbers

22:40 Bryan’s Main Habits for Success

25:30 Discipline is a Skill

29:55 Match Standards with Expectations

32:40 Move Through the Mistakes

38:45 Give Your Full Attention

41:30 Life is Not Supposed to be Easy

44:15 Do What You Don’t Want to Do

Connect with Bryan: Instagram

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In this episode, Phil Treadwell interviews Nick Friedman, President of Homes at HomeLight, about how real estate professionals can elevate their conversations and stand out in a crowded market. Nick emphasizes the importance of going beyond surface scripts to build real connections and deeper conversations with clients. They explore how AI can boost speed and efficiency, helping agents do more in less time. Nick also shares strategies for reaching hard-to-contact clients and encourages constantly asking, “Is there a better way?” 

Nick Friedman is the President of Homes at HomeLight, where he spearheads the development of new growth channels and strategies for the company’s flagship financial product, Buy Before You Sell. Previously, Nick was the Co-Founder and COO/CRO at Accept.inc, a Denver-based proptech company that was acquired by HomeLight in June 2022. Under Nick’s leadership, Accept.inc led the company to nearly 30x growth in 2 years and raised over $100MM in debt & equity capital.

01:30 Meet Nick

03:45 Don’t Be a Broken Record

06:50 Have Deeper Conversations

09:55 AI = Speed and Efficiency

16:30 Reach Out to the Unreachable

20:55 Is There a Better Way?

25:45 Buy Before You Sell

31:10 Learn Everything You Can

Connect with Nick: LinkedIn | Website

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In this episode, Phil Treadwell welcomes Rob Pieklo, President and CEO of AFR. Together, they dive into how mortgage professionals can better educate and guide their clients. Rob and Phil explore the impact of UMBS and the 10-Year Treasury, and discuss the limitations of market forecasting. Rob emphasizes clear communication, honesty, and recognizing early market shifts as tools for building client trust. It's a valuable listen for those looking to enhance both their market knowledge and their client approach.

Robert Pieklo, President and CEO of AFR, brings a wealth of experience and leadership to the role, having previously overseen lending, revenue, capital markets, and strategy at the company. During his time away, he successfully ran his own brokerage, gaining hands-on insight into the industry. Rob’s extensive knowledge across broker, correspondent, and retail channels uniquely positions him to drive AFR’s next phase of growth. A respected industry leader, he remains actively engaged with numerous trade associations, reinforcing his commitment to advancing the mortgage space.

02:20 Be the Expert

06:15 The World of UMBS

11:00 The Ten Year Treasury

13:50 A Broken Crystal Ball

17:15 Lock It In

19:40 Pay Attention to the Whispers

22:50 Transparency is Key

27:10 The Truth is Easier Than a Lie

31:10 Less Talking, More Mistrust

32:35 Take the Good with the Bad

35:30 The Pounds of Results

39:40 Use the Macros to Your Advantage

Connect with Rob: Instagram | AFR Website

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In this episode, Phil Treadwell chats with Alexis Valladares about embracing growth, resilience, and purpose-driven success. Alexis shares how choosing excitement over fear and setting higher personal standards can create momentum in life and business. He highlights the importance of solving problems, tapping into emotions, and adopting the “as if” mindset to align with your goals. From the urgency of a “drowning person’s focus” to learning what not to do, Alexis offers powerful mindset shifts. He reminds listeners that failure is a part of success—and that the journey itself is where the real value lies.

Alexis Valladares is a real estate sales coach and entrepreneur who started his business journey at 14. After 12 failed ventures, he became a licensed real estate agent in 2020 and found success, closing over $150 million in transactions by mastering FSBOs and expired listings. He now leads Valladares Real Estate Academy, training over 10,000 agents worldwide in cold calling, objection handling, and sales mastery. With 200+ live events and 3,000+ active students, Alexis is passionate about helping agents become top communicators and closers.

01:30 Meet Alexis

04:25 Excitement over Fear

07:40 Set New Standards

11:05 Find Opportunities to Grow

14:20 Look for the Problems

19:25 It’s Not About You

25:10 Tap into the Emotions

30:30 The “As If” Mindset

33:00 A Drowning Person’s Focus

36:40 Fail to Succeed

39:10 The Journey is Everything

42:30 Knowing What NOT to Do

45:20 Be Courageous

Connect with Alexis: Instagram | Website

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In this episode, host Phil Treadwell welcomes back Erin Bradley to share strategies for building strong business relationships through generosity and value-driven actions. She explains how to identify opportunities to connect and how professionals can refine their communication to be more effective. The conversation also covers the importance of having a strategy tailored to your strengths rather than following a one-size-fits-all model. Erin’s insights offer both clarity and direction. The episode gives listeners a push to take action and shift from “I wish I could…” to “I’m doing it.”

Erin Bradley is a dynamic speaker, bestselling author, and host of the Pursuing Freedom podcast, dedicated to empowering real estate professionals. With firsthand experience navigating the challenges of entrepreneurship, she transformed her business to align with her vision of fulfillment. Now, she teaches others how to overcome overwhelm, create freedom, and build a life they don’t need a vacation from. Erin’s philosophy centers on mindset, effective systems, and strong support networks, proving that success is achievable with the right approach.

01:30 Welcome Back, Erin

04:20 Be a Go Giver

12:10 What is Value?

16:45 Opportunity Alerts

20:30 Develop Your Own Strategy

24:20 Conversation 101

28:30 Take the Work Hat Off

31:10 You Have to Take Action

33:50 “I Wish I Could…”

Listen to Erin’s podcast, Pursuing Freedom

Connect with Erin: Email | Instagram | LinkedIn

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In this episode, host Phil Treadwell travels to Ohio to sit with Mark Perkins, CEO of Pivot Realty. Mark and Phil discuss the mindset and habits that drive success, emphasizing personal responsibility, discipline, and eliminating excuses. They explore how AI enhances efficiency for top performers while entitlement and inaction keep others stuck. Taking consistent action compounds over time, leading to extraordinary results, while simplifying tasks and focusing on daily execution create momentum. Success isn’t about talent or luck—it’s about mindset, discipline, and showing up. Those who commit to doing the work will always come out ahead.

00:21 A Special Episode

04:35 Get Rid of the Excuses

08:45 Attitude or Actions?

12:10 Are You Going To or Not?

17:00 What the Uncommon Have in Common

26:20 Feelings are Feedback

30:18 Worth It

36:45 Do It as if You Own the Business 

41:45 It’s a Sense of Entitlement

47:30 The Opposite is Responsibility

51:40 The Word that Belonged to 2024

55:50 AI = Replacing Professionals?

59:55 Ordinary with a Little Extra

01:03:00 Owning vs. Renting

01:12:40 The Philosophy of Phil

01:16:10 Urgency Combined with Pace of Work

01:20:20 Listen and Contemplate

Listen to Mark's Podcast: The Necessary Entrepreneur

Connect with Mark: LinkedIn | Instagram

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In this episode, host Phil Treadwell prepares for a new quarter with a focus on increasing productivity and making the most of the hours in a day. He explores key strategies like time-blocking, AI-driven strategies with ChatGPT, and content techniques that capture attention. These insights help mortgage professionals streamline their workflow, improve marketing efforts, and strengthen client relationships. By applying these tactics, you can work more efficiently, attract the right clients, and elevate your business. This episode is packed with actionable insights to help you stay ahead in a competitive market.

Phil Treadwell is an award-winning entrepreneur, national speaker, and podcaster with over 20 years of experience in the mortgage and real estate industry. As the Founder and Mindset Coach at M1 Academy, ranked #4 among the Top 10 Mortgage Coaching Programs of 2023, Phil helps professionals achieve peak performance through proven strategies for mindset and execution. Recognized with multiple honors, including USA TODAY’s Top 10 Founders to Follow in 2024, Phil is dedicated to empowering professionals to reach their full potential.

00:21 New Quarter, Increasing Productivity

02:30 Efficiency with Timeblocking

07:10 The Marketing Formula

09:50 To the Point with ChatGPT

13:30 Get Their Attention

16:35 10-10-10 Strategy

21:00 More to Come

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In this episode, Phil Treadwell is joined by Nicole Giamundo and Alex Giampietro as they share their unique perspectives on the mortgage and real estate industry, diving into the differences between their roles and experiences. Both ladies discuss how shifting environments require a shift in mindset and the daily habits and non-negotiables that keep them grounded and successful. The conversation highlights the importance of finding fulfillment in your work, building strong referral relationships, and consistently adding value to clients. Alex and Nicole emphasize the power of authenticity in business—staying true to yourself is the key to long-term success.

As a Producing Branch Manager at Gila Valley Mortgage in Safford, AZ, Alex has built a successful business on the foundation of referral relationships and meaningful connections. Since 2011, Alex has been guiding families through the mortgage process with trust, care, education, and a personal touch. As a wife and mother to two energetic boys, she embraces adventure and change—both in life and in business. For Alex, serving her rural community is more than just work; it’s a passion.

With a heart for service and a passion for real estate and finance, Nicole helps clients navigate the loan process with ease and confidence. As a mother of twins, she understands the importance of reducing stress and making home financing a smooth experience. Beyond her work, she empowers women in business through M1 Academy and Professionally She while advocating for mental health awareness. Her love for travel and diverse experiences allows her to connect with clients from all backgrounds. A multi-year recipient of Denver’s Rising Star Award, Nicole is dedicated to helping families achieve their homeownership goals.

00:20 Meet Alex and Nicole

03:25 Difference in Sides

07:55 Shifting Environments, Shifting Mindsets

11:00 Daily Habits and Non-Negotiables

17:15 Find Your Fulfillment

21:50 Referrals and Adding Value

27:05 Keep Going with Authenticity

Interested in Professionally She? Register for calls here!

Connect with Alex: Facebook | Instagram

Connect with Nicole: Website | Instagram

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In this episode, Phil Treadwell sits down with Richard Milligan to explore the mindset and strategies that set top professionals apart. Richard highlights why people follow strong leaders, not just companies, and challenges listeners to take full advantage of the tools at their disposal. They also discuss the traits of the most valuable loan officers, the role of AI in the mortgage industry, and how to cut through the noise to stand out. Ultimately, Richard reminds us that your greatest value lies in who you are, not just what you do.

Richard's leadership journey began with the challenge of recruiting a team with little training or resources. Determined to improve, he immersed himself in books, podcasts, and industry insights. After building over 20 teams in the mortgage industry, he felt a deeper calling to help others in similar situations. In 2017, he founded 4C Recruiting, a consulting firm dedicated to empowering recruiting leaders. A sought-after speaker, Richard has been featured in Scotsman Guide and, in 2022, published How to Dominate Recruiting in the Digital World.

00:20 Meet Richard

05:40 To be Dynamic You Must Evolve

11:00 Success Principles are Uniform

14:25 People Join Leaders, Not Companies

19:05 Go Use Your Logins

23:20 Most Valuable Loan Officer

28:50 Embrace AI

33:40 Don’t Drown in the Noise

38:35 Your Value is You

Connect with Richard: LinkTree

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In this episode, host Phil Treadwell collaborates with Todd Scrima who shares his journey to success, highlighting the importance of hard work, continuous learning, and consistent effort. Todd stresses the value of connecting with the right people and that real growth comes from developing new skills. He encourages listeners to provide genuine value rather than just seeking help, as people pay for solutions, not problems. Balancing emotional and tactical approaches is essential, and Todd’s core message is clear: success comes from taking consistent, strategic action.

Todd Scrima has built his career on helping people grow and achieve financial success. As the founder of one of the nation’s largest mortgage coaching programs, he has mentored over 600 loan officers to seven-figure earnings. He leads multiple companies, including Summit Funding, Jolt Mortgage Marketing, and The Mortgage Podcast, while also managing eight other businesses. An industry thought leader, Todd shares his expertise through his books Dare to Sell and The Loan Officer’s Roadmap to $1 Million.

00:20 Meet Todd

05:15 Go Out and Do the Work

07:30 No One Cares About the Past

10:10 Grow Your Skills

13:00 Call on the Right People

16:10 Building from the Bottom

18:00 Be Honest with Yourself

20:25 What are You Effective at?

24:35 Be Valuable, Not a Beggar

29:10 People Pay for Solutions

32:15 Opportunities are Out There

36:25 Phone Calls Work

38:05 Both Emotional and Tactical

39:05 Are You Taking Action?

Connect with Todd

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In the episode, host Phil Treadwell meets with Justin Ulrich, VP of Marketing at Evocalize. Justin shares insights on effective marketing strategies and emphasizes the importance of investing in content that converts, engages audiences authentically, and feeds social media algorithms for better reach. The discussion covers the power of networking, building in public to foster trust, and leveraging AI tools like ChatGPT to enhance productivity. Don’t miss this episode for powerful strategies on marketing, networking, and using technology to elevate your business!

Justin is a seasoned marketing leader known for his creative expertise and innovative go-to-market strategies. With experience across B2B and B2C industries like software, real estate, telecom, and more, he specializes in channel marketing, brand management, and demand generation. His strategic vision and execution drive transformative results.

00:20 Meet Justin

03:30 Marketing and Client Partners

07:30 Putting Money Where the Post Is

11:00 Give Business to Get Business

14:50 Engage Your Audience

17:45 Feed the Algorithm

21:25 Building in Public

24:30 People Work With People

25:45 Lean into the Platforms

27:55 Leverage Technology and AI

31:40 Benefits of ChatGPT

35:00 Don’t Wait, Just Start

Follow Evocalize on LinkedIn | Facebook | Instagram | YouTube | TikTok

Wanting to use Evocalize for your business? Click here!

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In this episode, host Phil Treadwell dives into how the business world is evolving and why success comes to those who take action. Effort, mindset, and strategic thinking are key drivers of growth. Phil breaks down the difference between strategies and plans, emphasizing the power of confidence, conviction, and enthusiasm. Instead of dwelling on the past, focus on what’s ahead—educate yourself, embrace failure as a stepping stone, and recognize that opportunities are everywhere for those willing to go after them.

Phil Treadwell is an award-winning entrepreneur, national speaker, and podcaster with over 20 years of experience in the mortgage and real estate industry. As the Founder and Mindset Coach at M1 Academy, ranked #4 among the Top 10 Mortgage Coaching Programs of 2023, Phil helps professionals achieve peak performance through proven strategies for mindset and execution. Recognized with multiple honors, including USA TODAY’s Top 10 Founders to Follow in 2024, Phil is dedicated to empowering professionals to reach their full potential.

00:20 Business Has Changed

02:00 Efforts Bring Success

04:00 Are You Taking Action?

05:15 Strategies vs. Plans

07:10 Mindset is Key

09:40 Conviction, Confidence, and Enthusiasm

11:30 Look Forward, Not Backward

13:15 Educate Yourself

14:00 Embrace Failure

17:00 Opportunity is Out There

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In this episode, host Phil Treadwell welcomes Michael Sweigert, mortgage professional and fellow podcast host. Michael shares insights on connecting with audiences, leveraging social proof, and using multiple engagement methods beyond just a website. The discussion debunks podcasting myths, emphasizing that social media and podcast success doesn’t require expensive gear—just a phone, a mic, and a willingness to start. Don’t miss this episode filled with tips and tricks to build your reputation from the screen to in-person!

Starting out in lending at the ripe age of 24, Michael quickly earned the moniker of the Bearded Banker, becoming a customer favorite known for his expertise, transparency, and enjoyable sense of humor. Starting out in the mortgage industry completely on his own, he started using unconventional methods to develop referral partnerships - with one of those being his podcast. 

00:20 Meet Michael

02:50 Going in Blind

05:30 From Transactional to Relationships

08:15 Changing Your Strategy

09:50 Connecting With Content

13:20 Think Like a Consumer

14:45 What is Your Social Proof?

18:40 It’s Not Just the Website

20:35 Build an Arsenal of Methods

22:20 The Myths of Podcasting

24:00 Only a Mic and a Camera

27:25 More Than Just a Podcast

30:10 Podcasting and Sphere of Influence

34:45 Your Phone is Enough

38:50 Podcast Success Stories

43:20 Just Do It

Connect with Michael and his podcast! Instagram | Website

Bluetooth microphone set

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In this episode, Phil is joined by fellow podcast host, Jimi Ryan. Phil and Jimi’s conversation highlights the strategic use of social media as a powerful tool for engagement, brand awareness, and customer relationship management. Jimi’s experience in different parts of the mortgage world brings great insight and strategies to make building one’s database smooth and simple. Don’t miss this episode filled with tactics and strategies to better your business!

Jimi Ryan is the Chief Creative Officer at Shape Software, where he leads innovative design and creative strategies to drive the company's vision forward. Jimi is also the host of the popular podcast Get It Done, where he shares insights on productivity, leadership, and creative success, inspiring listeners to take action and achieve their goals.

00:20 Meet Jimi

01:25 A Lot of Effort, But Not a Waste

04:15 How Much is Attention Worth?

06:40 Leads Come From Conversations

08:00 Balance Trust and Attention

10:30 Social Media is Necessary

14:00 Be Relevant Enough So People Answer

16:50 41 ½ Second Sale Strategy

21:05 Winning with Shape 

25:40 Lead Management vs. CRM

26:30 Prioritize Your List

28:00 Did All the Work, Now What?

31:00 The Three E’s

33:25 Own Your Database

Connect with Jimi: Facebook | Instagram | Linkedin

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In this episode, host Phil Treadwell talks through the strategies for how to make 2025 the best year yet. Building a brand, cultivating relationships, and creating daily habits will push any professional ahead of the rest!

Phil Treadwell is an award-winning entrepreneur, national speaker, and podcaster with over 20 years of experience in the mortgage and real estate industry. As the Founder and Mindset Coach at M1 Academy, ranked #4 among the Top 10 Mortgage Coaching Programs of 2023, Phil helps professionals achieve peak performance through proven strategies for mindset and execution. Recognized with multiple honors, including USA TODAY’s Top 10 Founders to Follow in 2024, Phil is dedicated to empowering professionals to reach their full potential.

00:10 New Year, New Goals

02:11 Building Your Habits

03:04 Marketing is Getting Someone’s Attention

04:50 What Content is Best For You?

09:21 Tactical Resources

10:30 Lead Generation

11:55 A Grandma Statement

12:40 Start the Conversation

17:55 From Acquaintance to Client

20:55 What is THEIR Focus?

22:10 Be Respectful of Their Time

23:50 Let Yourself Be Seen

25:35 Have Intentionality

26:30 Putting it All Together

29:45 Consistent and Persistent

GET FREE RESOURCES TO ELEVATE YOUR BUSINESS

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In this episode, the podcast is taken over by Phil Treadwell’s assistants, Christina and Taylor. Along with Phil, Christina and Taylor talk about the importance of building relationships and give perspective as clients from outside the mortgage world. Phil goes through commonly used terminology and phrases from a mortgage professional’s vocabulary and demonstrates that just because a word is used does not mean that it is fully understood. Don’t miss this entertaining episode showcasing that taking the time to show rather than tell can build a foundation for client success!

Christina spent five years as an elementary school teacher. Her passion for fostering connections and creativity led her to transition into the marketing world. Now, she is a marketing assistant and social media manager at M1 Academy, where she leverages her teaching experience to craft engaging content and build meaningful relationships.

Taylor is a former elementary school teacher with six years of experience. Her tenure in the classroom has endowed her with significant organizational skills, innovative problem-solving abilities, and the aptitude to engage with individuals across various age groups. She has made the transition to the corporate environment, where she is a business manager and personal assistant for M1 Academy.

00:20 A Change in Host

02:45 Meet Christina and Taylor

06:10 Don’t Forget the Millenials

07:45 Acronym Trivia

12:40 Just Saying It Isn’t Actually Knowing It

15:45 A Picture is Worth a Thousand Words

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In this informative episode, host Phil Treadwell welcomes Freddie Mac's Scott Reuter to discuss the myths and trends surrounding appraisals and valuations. As the Chief Appraiser and Director of Property Valuation at Freddie Mac, Scott talks about Uniform Appraisal Dataset (UAD) redesign and how to get prepared, appraisal quality, and alternative valuation options. Scott shares his knowledge on these topics and gives an inside look into the current and emerging trends of the market today. Don’t miss this episode for insights on new and improved things coming from Freddie Mac and how they benefit mortgage professionals!

With over 35 years of experience in appraisal and collateral risk management, Scott has held leadership roles at Bank of America, Goldman Sachs, and GE. Recently, he was honored as the 2021 Valuation Visionary by the Collateral Risk Network and received GE’s Americas Award for Outstanding Contribution to the Business.

00:20 Meet Scott

01:45 Alternative Valuation Options

05:05 Property Data Report Collection Myths

09:20 ACE, PDR, UPD, and More

13:35 Not Just One and Done

15:50 Bettering Appraisal Practices

20:45 Potential Biased Words and Phrases

24:00 UAD Redesigned

29:45 Appraisals = More Objective

31:25 Thorough, Complete, and Data-Driven 

35:50 Timeline to the Finished Product

39:00 Talk to Your Appraiser

Check out these UAD resources: https://sf.freddiemac.com/tools-learning/uniform-mortgage-data-program/uad

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In this episode of the Mortgage Marketing Expert podcast, host Phil Treadwell is joined by Brian Weis, a CRO Owner, coach, and consultant. Together, they talk through strategies to help build a professional’s production and growth through outsourcing, time-blocking, and collaboration. Don’t miss this episode packed with tactics to find your North Star and grow leads into conversations!

Brian Weis is a 30 year mortgage industry veteran. He helps mortgage lenders increase volume and serve more clients. Brian helps real estate companies increase their revenue and improve customer experiences by adding ancillary services. He co-wrote the book “Rethink Everything You Know About Being a Next Gen Loan Officer” to address how things are changing in the industry.

01:15 Meet Brian

03:00 A Need for a Coach

06:00 Role Evolution

08:45 Hungry for Information

10:00 Play the Long Game

13:00 Find the Magic Number

14:25 Think Outside the Box

16:20 Take More Action

17:45 Catalyst for Extra Effort

19:05 How to Find New Excitement

22:45 It All Comes Back to Conversations

24:45 Brian’s Top Tactic

26:40 There’s No Secret Sauce

30:00 Double Down

CONNECT WITH BRIAN: Website | LinkedIn | Action Plan Community

TAKE YOUR MORTGAGE CRM TO THE NEXT LEVEL WITH AIDIUM: https://thinkaidium.com/

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In this episode, host Phil Treadwell welcomes Megan Anderson, VP of Client Relations at MBS Highway. Together they talk through different ways that AI’s powers can be used and that it is not as daunting as it seems. With Megan’s vast knowledge of the mortgage world, she shares her tips and tricks into using AI for business growth, content creation, and client relations. Tune into this episode to learn how to push the boundaries of AI to benefit a professional in all aspects of life. 

Megan Anderson is a prominent leader in the mortgage industry. With a talent for public speaking, she has trained over 10,000 loan officers, making her a key voice in mortgage advising and market analysis. A Certified Mortgage Advisor, Megan specializes in AI training and market trend analysis, drawing on insights from her mentor, industry expert Barry Habib. She also hosts the podcast "On the Highway," where she interviews top achievers in the mortgage field. Known for her innovative training methods, Megan is dedicated to empowering professionals with the knowledge and tools to succeed in a competitive landscape. 

01:35 Meet Megan Anderson

05:45 Where to Start with AI?

08:10 Your ChatGPT Assistant

10:40 Communicating with AI

14:35 AI is Not as Smart as it Seems

15:30 Ask and You Could Receive

17:00 Tokens for ChatGPT

18:30 AI and Your Business

20:45 Just Go Use It

23:00 Use AI’s Powers for Good

25:00 AI and the Creative Process

28:00 Megan’s Favorite AI Tools

30:40 Start with Curiosity

CONNECT WITH MEGAN: Website | Instagram

AMPLIFY YOUR CRM AUTOMATION WITH AIDIUM: https://thinkaidium.com/

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In this episode, host Phil Treadwell and guest Vince Nepolitan have a conversation about reframing mindset to get results and how anyone can rise to the top if they’re willing to put in the effort. Vince provides insight on the myths behind renovation loans, the importance of making connections, and how work is more than just a four-letter word. Don’t miss this talk on how breaking out of the sphere of comfort to learn something new can ultimately benefit businesses and professionals alike. 

Vince is nationally recognized in the mortgage and real estate industry, known as "Mr. Renovation" with 24 years of experience. He currently serves as an industry coach, helping top professionals nationwide improve their business strategies, regardless of market conditions. Partnering with Keller Williams, he teaches agents how to effectively market difficult listings and enhance property appeal. Additionally, he advises mortgage companies on building and optimizing pipelines using niche financing strategies. A published author of the best-selling book Renovate Me, Vince has also been an inspirational speaker for a decade and a keynote speaker for major financial institutions and organizations like Keller Williams, NAMMBA, NAHREP, VLTA, ALTA and many more.

01:20 Meet Vince

02:35 The Power of Connections

04:55 The Rise of Mr. Renovation

11:30 Work is the Priority

15:25 Create Systems and Processes

16:40 Rate is Not the Most Important Thing

19:20 Job of a Coach

20:45 Why Renovation?

22:20 Get Educated on Renovation

26:00 The Myths of Renovation Loans

28:20 Renovate the Client Consult

30:40 Add Value to the Transaction

33:15 Turning a House into a Home

35:10 Go Learn Something New

CONNECT WITH VINCE: Email | Website

LEARN ABOUT CRM AUTOMATION WITH AIDIUM

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In this strategy-filled episode, host Phil Treadwell and guest Spencer Dusebout dive into the world of AI and CRM automation. Spencer, the CEO and Founder of Aidium Mortgage CRM, breaks down how the power of automation, along with AI, can strengthen engagement between business and client, help with time management, and improve lead conversions. In a technology-driven atmosphere, this episode shows why Aidium is one of the top CRMs in the industry with business integration, content creation, and data organization. Don’t miss this talk on how this platform can differentiate one professional from another and build better business results. 

Spencer Dusebout is a serial entrepreneur obsessed with solving problems in underserved industries. At 16, Spencer co-founded Hands4Others, a non-profit that delivered clean drinking water to over 250,000 people in impoverished communities across the world. He has spent the past 5 years building Aidium, a robust mortgage CRM and Business Intelligence platform focused on leveraging automation, AI, and data analytics to transform the mortgage process and empower lenders.

00:20 - Meet Spencer

01:55 - How AI has Changed the Mortgage Industry

03:50 - Originators and AI

09:00 - Let Producers Create

11:50 - Don’t Use Compliance as an Excuse

13:50 - Data and Business Intelligence

18:30 - Understand Your Numbers

21:20 - The Perks of Aidium

23:30 - What is Automation?

25:10 - Engaging with Referral Partners

27:30 - Differentiate Yourself with Communication

30:30 - Don’t Let Perfect Be the Enemy of the Good

32:50 - Stress Test Your Business

34:30 - Aidium’s Playbook

Learn More about Aidium: https://thinkaidium.com/

Connect with Spencer on LinkedIn

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In this valuable episode, host Phil Treadwell explores the art of personal branding on LinkedIn with expert Dan Smokoska. Dan shares his insights on how to effectively use LinkedIn to grow your professional presence, emphasizing the importance of focusing on your ideal client. He breaks down the strategies for creating impactful content, engaging authentically with your network, and leveraging the platform’s features to build a strong, recognizable brand and mortgage business. Whether you're just starting out or looking to refine your LinkedIn approach, this episode offers actionable tips to turn feedback into fuel for success and elevate your brand to new heights.

Dan Smokoska is an expert in the mortgage industry, recognized as the leading LinkedIn and social selling coach. With a background as a former loan officer, he has earned accolades such as being named one of the "40 Under 40" top mortgage professionals. Dan is also the founder of the WinWeekly Newsletter and the co-author of Rethink Everything You Know About Being A Next Gen Loan Officer.

Show Highlights:

00:25 - Meet Dan

02:10 - An Interesting Time in the Industry

04:45 - Social Media Selling IS Back to the Basics

07:30 - Building Trust on Social Media

11:30 - Giving it Away

13:30 - Why LinkedIn

18:00 - Failure is Part of the Recipe

24:30 - The Truth About LinkedIn

28:20 - Social Media is Social Proof

31:15 - Getting Results on LinkedIn

36:00 - Just Do the Work

Connect with Dan on LinkedIn

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In this compelling episode, host Phil Treadwell engages in an inspiring conversation with Ace Charafeddine, a renowned motivational speaker and success coach. Ace shares his personal journey of overcoming obstacles and developing an unyielding drive to achieve his goals. The episode delves into the mindset and habits that fuel success, offering practical advice on staying motivated, setting and reaching ambitious targets, and harnessing inner strength during challenging times. Listeners will be inspired by Ace's story and equipped with actionable strategies to cultivate their own drive for success in the mortgage industry and beyond.

Ace has spent over two decades mastering sales, transforming a startup into a global powerhouse, and later excelling in the financial sector. Beginning with pioneering business-to-business sales, he cultivated a culture of excellence, mentoring teams worldwide. Transitioning to finance, Ace became a top sales agent within a year, generating over 100 million in revenue and leading a Fortune 500 team. His structured approach to sales success is universal, applied globally through trainings and templates. Ace's impact extends through Acez Academy, offering virtual courses that serve as blueprints for success. His speaking engagements and collaborations consistently multiply revenues and enhance corporate cultures, demonstrating his transformative influence.

Show Highlights:

00:20 - Meet Ace

01:10 - “Selling Naturally”

05:30 - Taking the Lead

10:00 - Being Uncommon

13:45 - What Drives Ace

17:20 - How Do You Build “Drive”

22:50 - Tactically Building a Business

28:15 - Consistent AND Persistent

29:40 - Ace’s Academy Sales Planner 2.0

30:30 - Pretend You Have to Close the Deal Without Talking About Mortgages

https://acezacademy.com

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In this insightful episode, host Phil Treadwell delves into the essential functions and impact of secondary market advisors in the mortgage industry. Joined by Vicki Cullen, a seasoned expert in the field, the discussion covers how secondary market advisors navigate complex financial landscapes, manage risk, and ensure liquidity in mortgage markets. Vicki shares her experiences and sheds light on the strategies that drive success in secondary markets, offering listeners valuable knowledge on the behind-the-scenes mechanisms that keep the industry thriving. This episode is a must-listen for anyone looking to understand the pivotal role these advisors play in the broader mortgage ecosystem.

Vicki Cullen is currently a Sr Account Executive with Freddie Mac – Secondary Market Advisors (SMA). Responsible for managing all SMA relationships, and facilitate and support all SMA’s secondary marketing related business and technology activities, to promote doing business easier with Freddie Mac on behalf of our mutual clients. Vicki holds a BBA in Finance from the University of Wisconsin-Whitewater, and received an MBA Certified Mortgage Bankers designation in October 2022.  Vicki teaches for the MBA School of Mortgage Banking - Secondary Marketing, and resides in Jupiter FL with her husband and children.

Show Highlights:

00:25 - Meet Vicki Cullen

01:15 - Secondary Marketing

03:00 - How an SMA Integrates in Your Process

05:55 - The Efficiencies of an SMA

08:45 - The Pros & Cons of DIY

12:25 - The Process of a Loan

16:50 - Different SMA’s for Different Needs

18:55 - Why SMA’s Are Crucial for Lenders & Mortgage Pros

23:25 - Becoming a Seller/Servicer

26:00 - Confidence in the SMA & Process

28:15 - Be Trustworthy, Be Smart, Build Trust

Learn more about SMA’s: https://sf.freddiemac.com/working-with-us/secondary-market-advisors/integrated-secondary-market-advisors

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In this dynamic episode, host Phil Treadwell sits down with LaDonna Lockard, the CEO of Maximum Acceleration, to explore her strategies for driving exceptional business growth. LaDonna shares her journey to the top, the power of relationships, and how the importance of in person events help create and strengthen those connections. Don’t miss the special offer to save on your ticket to Originator Connect this August in Las Vegas. Tune in to discover LaDonna's unique approach to achieving maximum acceleration in the mortgage industry and beyond.

LaDonna has worked in and around the mortgage and real estate industries for 20 years. Dedicated to changing the perception of what LO's think of when they think of CE, LaDonna is bringing about a new generation in NMLS education.

#maxclass

01:10 - Ladonna’s Mortgage Origin Story

04:30 - The Conversation Around Having Conversations

07:15 - Maximum Acceleration

09:15 - A Tactile Approach

13:10 - Originator Connect in Las Vegas

15:45 - Continuing Education Isn’t Just to Check a Box

22:10 - You Don’t Know What You Don’t Know

25:15 - We’re Selling Dreams

27:10 - M1 Academy

29:10 - Invest in Yourself

30:45 - Connect with LaDonna

LaDonna: Instagram | Facebook | TikTok | LinkedIn

Use code MMEVIP to get Originator Connect for FREE!

https://www.originatorconnect.com/

https://www.maxclass.com/

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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 ultimately drives business growth for mortgage professionals. From improving client retention to uncovering new opportunities, this episode delves into the many ways Homebot is reshaping the mortgage landscape. Don't miss this deep dive into a game-changing technology that is helping professionals showcase their value and stay ahead in a competitive market.

Tucker Haas is the VP of Engineering at Homebot, leading all development of the Homebot platform. Prior to Homebot, Tucker was the co-founder of Quo, a mobile app and technology-first mortgage brokerage for first time home buyers, which was acquired by Homebot in 2023 after raising $9.8M in venture capital. He has been building software since he was 8 years old, ranging from mobile apps to medical devices, with a focus on enabling access to new technologies. Tucker holds a bachelor’s degree in computer science from Stanford University where he was a varsity gymnast. He currently lives in San Francisco, California, where he enjoys rock climbing, reading, and coding in his free time.

00:30 - Meet Tucker Haas

01:20 - Tucker’s Entry to Financial Services

03:45 - Phil’s First Look at Homebot

04:50 - Giving You Access to The Best Information

08:00 - Homebot’s Lead Gen Solutions

10:45 - Real Estate is Not a Single Player Game

14:00 - How Homebot is Integrating AI

16:40 - Adding Value to the Clients

20:00 - How Homebot is Educating About Affordability

22:40 - Have More Conversations with People

25:50 - Some of Tucker’s Favorite Homebot Features

28:10 - Where Does the Value Come From?

30:00 - Using Trended Data

32:20 - A Personal Recommendation

33:50 -  Leverage Your Database

36:05 - Connect with Homebot and Tucker

Use Promo Code "MME" at https://homebot.com

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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 overcome periods of adversity. Listeners will gain insights into his marketing formula  and unconventional strategies. Tune in for an inspiring and informative conversation.

The RESource, led by Ryan Hills, RC, and Eric Yokley, has been a prominent figure in the real estate and mortgage industry for almost 15 years. Known for their engaging weekly videos, they have garnered a loyal following across the nation, featured on platforms like the National Real Estate Post and Think Big Work Small. Beyond entertainment, their influence extends into serious industry collaboration with leaders such as Mortgage Coach and Keller Williams International. What sets them apart is their unique blend of education, motivation, and humor, making their shows both insightful and entertaining. For anyone seeking an engaging and enlightening experience in real estate and mortgage, The RESource promises to deliver inspiration and entertainment in equal measure.

00:25 - Meet Ryan Hills

02:15 - From Ministry to Mortgage

07:45 - Amplifying Your Relationships

11:45 - What Are You Doing NOW to Win?

13:25 - 945 Days of Adversity

17:05 - Motivation vs. Discipline

24:00 - Stay Committed to the Strategy

25:20 - Systems and Processes

31:00 - The Marketing Formula

36:40 - Left Field Strategies

39:45 - There’s a Million Ways to Make a Million Bucks

Connect with Ryan: Movement.com | LinkedIn

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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, Juan Rodas!

As Co-CEO, Shane's focus is on growing New Story's nationwide footprint, affordable housing initiatives, and breaking barriers in the mortgage industry to deliver unrivaled service to his employees, customers, and the communities they serve.

01:10 - The Best Trash Talking

03:30 - Shane’s Origin Story

07:05 - A Legacy of Work Ethic

10:30 - Keep Your Fundamental Disciplines

12:50 - Mission, Vision and Purpose Driven

15:00 - Finding Your Niche

19:25 - Leaning on Company Culture

22:15 - It Takes a Team

27:20 - Resolve

29:45 - Connect with Shane & New Story: NewStoryLending.com | @jshanemiller

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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 Miller!

00:25 - Meet Juan Rodas

01:40 - Juan’s Mortgage Journey

04:30 - A New Story

06:00 - It’s Not How Long You’ve Been in the Business

08:30 - Don’t Be Afraid to Fail

12:25 - Opportunities in Every Market

15:50 - Juan’s New Story

22:05 - Building a More Relevant Mortgage Industry

28:35 - Incentivizing Affordability

36:15 - Do It Old-School

38:35 - Connect with Juan & New Story: NewStoryLending.com | @thejuanrodas

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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 Pivot Realty to becoming a leader in the industry. Mark shares valuable insights on entrepreneurship, strategic growth, and the mindset required to achieve success while balancing life's demands. Don't miss this special episode that offers inspiration for anyone looking to excel in their field.

Episode Breakdown:

00:20 - The Business of Success

05:50 - How Mark Perkins Defines Success

09:25 - Where Fulfillment Fits In

11:30 - A “Why” is Important

13:40 - Success is Hard

16:45 - Commit to Your Outcome When You Start

17:50 - Life Doesn’t Go to Plan

20:30 - Entrepreneurship Advice

24:15 - Intraperneurs

26:20 - Going All In, While Going All Out

28:35 - What the Uncommon Have in Common

33:30 - Can Greatness Be Taught

37:05 - You Win or Your Learn

41:20 - The Role of Failure

46:05 - No Regrets

49:25 - Would You Have Done It the Same Way?

51:45 - How Mark’s Why Evolved

54:05 - Do the Work

60:05 - Believe in the Outcome

62:50 - Care About Other People More than Yourself

Connect with Mark Perkins: Instagram | Necessary Entreprenuer Podcast

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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 beyond! Join us as we explore Nicole's vision for empowering women, fostering professional growth, and creating a supportive network for female professionals. Don't miss this conversation filled with valuable advice and inspiring stories.

Episode Breakdown:

00:25 - Meet Nicole

01:35 - A Calculator Kid

03:40 - Nicole Finds Mortgage

05:00 - Making the Numbers Easier to Understand

07:10 - When Phil Met Nicole

11:35 - ProfessionallyShe

14:05 - Why Women Make Better Loan Officers

15:15 - What to Expect

17:10 - We’re a Bitch Free Zone

19:20 - A Community for Women Like Me

21:40 - We’ve All Been There

23:30 - TikTok Famous

31:40 - The Bottom Line Effect

35:55 - Ignore the Trolls

41:25 - Connect With Nicole - @nicolegiamundo

42:10 - Just Keep Swimming

Join Professionally She

FREE M1 ACADEMY WORKSHOP REGISTRATION

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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 while continuing to build your personal brand and network. 

Episode Breakdown:

00:20 – Intro

01:00 – FREE workshop invite

03:31 – We choose marketing, brand chooses us

05:59 – You can’t have a relationship with a company

08:18 – Personal Brand vs. Company Brand

10:21 – People pay for solutions to their problems

13:50 – Increase referrals with social proof

15:57 – You must be RELEVANT

16:29 – Adding Lead Gen to Attraction Marketing

18:30 – Your Net Worth is tied to your Network

22:07 – Motivation vs. Drive

25:05 – Change your perspective about circumstances

FREE M1 ACADEMY WORKSHOP REGISTRATION

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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 potential changes and challenges that could reshape these industries. Drawing from their extensive experience, they offer valuable perspectives, dissecting the legal complexities and forecasting the likely effects on industry practices and market dynamics. This episode is a must-listen for professionals seeking to understand and navigate the evolving landscape of the mortgage and real estate industries.

00:25 - Meet Marjorie Adam

01:55 - NAR Lawsuit

05:30 - What the Lawsuit is NOT

07:25 - Is This Good For the Industry

14:20 - Who Falls Outside of this Settlement

15:45 - Are Buyers Agents Gone Now

21:55 - Where is the $ Coming From For Settlement

26:30 - One Tip For Mortgage Pros to Help Realtor Partners

27:45 - Connect with Marjorie

29:25 - Dustin Brohm, The Massive Agent

31:45 - This is NOT a Speed Bump for the Industry

35:00 - Buyer’s Compensation

38:55 - Educating the Agents & Consumers

39:55 - Strengthening Relationships Between Mortgage Pros and Agents

45:35 - Make Sure You Have it RIGHT

47:30 - Connect with Dustin

48:00 - Mark Perkins

49:10 - What Will This Lawsuit Do to the Industry

54:10 - How Real Estate Culture Is Going to Change

57:10 - Loan Officers Need to Level Up Too

01:00:30 - How Do You Teach Greatness

01:05:00 - It’s Okay To Not Be Great, But…

01:06:40 - Connect with Mark

Connect with Marjorie:

@themarjorieadamteamrealtors

MarjorieAdamTeam.com

Real Estate Unscripted Podcast

Connect with Dustin:

Massive Agent Podcast

@massiveagent

Connect with Mark:

The Necessary Entrepreneur

@markperkinsprg

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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 with insights, as Craig, shares the experiences and strategies that have led him to success. This episode is a must-listen for those seeking to understand the power of mindset and how to build momentum in your business.

Craig Davis has been in leadership for over 20 years serving the Mortgage Industry. He discovered early in his career that his joy is found in helping others achieve more; therefore, helping his team succeed in turn fueled his success. He founded Ascend Xperience Coaching and Speaking with that same passion, to help his clients succeed on purpose, and in their design. He is a conqueror of cancer, a family man, a buddy, and in his own words, just a good human…

02:00 - It’s Okay to Feel Stuck, It’s Not Okay to Remain Stuck

04:55 - Mindset is In Our Control and Shapes our Outcomes

08:00 - Challenges Create Choices, Which Create Opportunity

10:15 - We are Built Emotionally

12:35 - Progress, Not Perfection

15:10 - The Gap and the Gain

17:35 - Confidence is a Skill We Learn

20:25 - From Motivation to Momentum

23:00 - Finding Your Action Steps

27:10 - How to Get More Business

30:50 - People Connect with People, Not Product

32:30 - Focus on the Process, Not the Outcome

35:00 - Daily Ozone Planner

36:00 - Focus on Your Process

37:30 - Connect with Craig: Instagram | LinkedIn

Get Craig’s Daily Ozone Planner: https://ascendxc.com/ozone/

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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 expertise and insights, offering practical tips and strategies on leveraging tech tools to enhance efficiency and drive business growth. This episode is a must-listen for mortgage professionals seeking to harness the power of technology in their business.

01:50 - Meet Ben Smidt

03:35 - Opportunities in 2024

05:45 - Leveraging Tech to Create More Business

09:30 - We’re Going to Have to Do Things Differently

12:15 - Uplist

15:00 - Creating a New Conversation

17:00 - Why is There So Much Resistance to Innovation in Mortgage

19:20 - Technology Won’t Replace You, But a Loan Officer that Leverages Technology Can

21:15 - There’s Always Time, If You Make the Time

24:40 - Past Client Loan Reviews

27:30 - Your Digital Footprint

29:50 - Regaining Your Time

31:15 - Don’t Be Afraid To Try New Things

32:20 - Connect with Ben

EXTREME EFFICIENCY WORKSHOP

GetUplist.com

Ben on LinkedIn

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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 eliminating any reasons for clients not to refer. Listeners can expect to gain valuable insights into the mindset and strategies that have propelled Wright's success in the mortgage industry.

Episode Breakdown:

00:50 - From Orthodontics to Mortgage

04:15 - What it Takes to Produce in THIS Market

06:50 - You Have to Learn How to Do Everything

08:55 - Kyle’s Current Product Mix

10:45 - “You Don’t Need a Backup When You Work With Me”

12:20 - “I WAS the Expert”

16:50 - Conquering Fears

22:45 - Problems to Solve

27:40 - Get Better Than the Other Guy

34:05 - You’ve Got to Do Everything

42:15 - Where People Found Their Lenders

46:00 - More Conversations = More Business

52:25 - Do You Have the Work Ethic?

55:10 - Taking Action is the Only Cure

59:30 - Outliers

01:00:25 - The Slight Edge

01:01:00 - Find an Activity and Quantify It

01:02:00 - Connect with Kyle

https://www.instagram.com/mrloans.mortgage

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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 and Gino emphasize the transformative power of relationships in both personal and professional realms. Tune in to gain valuable insights from these industry pioneers and get a great deal to attend Momentum Builder 2024.

00:30 - 2 Weeks from Momentum Builder 2024

02:00 - How Don and Gino are Overcoming the Challenges of 2023

04:15 - No Fluff, All Tactics

05:20 - The Strategy that Got You Where You Are, Is Not the Strategy That Gets You To the Next Level

07:00 - Are You Solving the Right Problem?

08:20 - Tools AND Excitement to Implement Them

10:40 - The 3 Parts of Your Business You MUST Focus On

12:25 - Eliminate Fear

15:30 - Networking Can Change Lives

19:25 - It’s a Buffet

21:15 - It’s Not JUST About Your Business

22:30 - The Inside Deal on Momentum Builder 2024

24:35 - 2024 WILL Be Better, Will You Be Ready?

26:30 - Don & Gino’s Tips for Mortgage Professionals to Succeed in 2024

For OVER 50% OFF tickets to Momentum Builder send a DM to @philtreadwell

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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 opportunities for new entrants to the appraisal field. This insightful conversation provides valuable insights for mortgage professionals looking to stay ahead in the rapidly evolving market we face.

02:00 - Market Conditions Adjustment

04:50 - An Opinion of Value

07:05 - Appraisal Bias

11:30 - Appraiser Diversity

16:45 - Different Valuation Options

22:30 - Emerging Technology

29:55 - Advice for Mortgage Pros

Episode resources:

Collateral Valuation and Appraisal Resources: https://sf.freddiemac.com/working-with-us/appraisers/overview

Practical Guide for Objective Appraisals: https://sf.freddiemac.com/articles/insights/more-objective-appraisals-a-practical-guide-for-appraisers

Appraiser Diversity Initiative (ADI): https://www.appraisalinstitute.org/the-appraisal-profession/appraiser-diversity-initiative/

Check out Freddie Mac's Equitably Speaking podcast

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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 potential changes and trends that could shape the industry in the coming years, and how these changes could open up new opportunities for mortgage professionals.

The discussion is rich with practical advice and strategic insights, making it a must-listen for anyone looking to succeed in the mortgage industry. Whether you're a seasoned professional or a newcomer to the industry, this episode will equip you with the knowledge and strategies needed to seize the opportunities of tomorrow.

Episode Breakdown:

02:15 - From Medicine to Mortgage

03:20 - The Gap Between Mortgage Officers and other Financial Professionals

05:20 - “You Cannot Give Away What You Do Not Have Yourself”

09:08 - How Will 2024 Look?

12:25 - The Silver Tsunami

15:30 - Success Principles

17:00 - Protecting YOU from YOU

18:00 - The Body, The Being, The Balance and the Business

19:20 - The Word of the Year is Intention

23:25 - Is The Action You’re Taking Working Towards Your Strategy

24:00 - Advice for the Weary

28:00 - You Have to Win in Your Mind FIRST

30:30 - Would You Do Business with You? Why?

33:15 - MikeHardyBio.com

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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 marketing formula, a proven strategy he believes will be instrumental for loan officers in 2024. This episode is a must-listen for anyone in the mortgage industry, providing valuable insights and actionable strategies to stay ahead of the curve in 2024.

01:45 - Thou Shalt Not Fooleth Thyself

02:45 - Old School vs. New School

05:10 - You Can Only Get Better at Things You’re Actually Doing

08:00 - Activities, Not Goals

10:45 - I am a Product of My Habits

11:45 - Being Ready and ABLE to Help Others

14:05 - Social Media Strategies

20:00 - Phil’s 3 Step Marketing Formula 

23:35 - Getting What You Want is Simply a Decision

24:00 - M1 Academy Performance Group Coaching Program Special

25:40 - Momentum Builder 2024 MomentumBuilder.com - use code M1ACADEMY or TREADWELL for $100 off.

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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 strategies that can significantly enhance client engagement and retention. One of the episode's highlights is Hodgson's exploration of using social media as a CRM tool, providing practical tips on how mortgage officers can leverage these platforms to build relationships, engage with clients, and ultimately drive business growth. This episode is a treasure trove of actionable advice for mortgage professionals looking to optimize their marketing efforts.

03:00 - What Should People Be Excited About in the Industry Right Now

05:30 - How Do You Maintain Growth Even In Challenging Times

08:15 - Leveraging Social Media as a CRM

11:55 - Tips for Time Management

14:45 - You Can’t Just Be a Poster

17:00 - Green Light, Yellow Light, Red Light Activities

19:00 - Recruiting Great Talent

23:30 - Do They Want it Badly?

24:30 - Scaling a Team

29:30 - Overlooking Our Past Client Database

34:15 - “Can you refer 3 buyers to your Real Estate Agent?”

37:55 - Connect with Tyler: Instagram | LinkedIn

Find out more Truv.com here

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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 can effectively communicate to prospective investors and homebuyers that the ideal time to enter the real estate market was yesterday, highlighting the importance of taking action rather than waiting for the market conditions to align perfectly.

The conversation pivots around the idea that the second best time to invest in real estate is always today. Phil and KP explore strategies for educating clients about the benefits of immediate action and the potential cost of inaction. They emphasize that the real estate market, like any other investment market, is bound to fluctuate, but the long-term benefits of home ownership and real estate investment remain substantial. This episode is a must-listen for anyone seeking to understand the dynamics of the real estate market and the role of timing in successful real estate investment.

Episode Highlights:

04:00 - The State of the Industry

09:00 - Stay Forward Focused

11:30 - “Timing” the Market

14:45 - The Best Time Was Yesterday, The Second Best is TODAY

19:25 - The “Starter” Home

24:05 - Playing the Long Game

26:55 - You Can’t Be Invisible

31:15 - The Seven D’s

38:00 - Incremental Gains

40:00 - Connect with Kevin: LinkedIn | KP Talks Dollars and Sense | YHTV Financial Freedom

Find out more Truv.com here

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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 strategies to enhance their online presence, create engaging content, and foster genuine connections with their audience. Tune in to discover how to transform your marketing approach and establish meaningful relationships within the mortgage industry.

Brianna Harris is with Broadway Mortgage Group with is a Tennessee branch of CMS Mortgage, and social media expert with a background in content creation. A trailblazer in the mortgage industry, Brianna began her journey as a social media manager at AIME (Association of Independent Mortgage Experts). Leveraging her extensive marketing knowledge, Brianna has propelled her business to new heights, utilizing innovative strategies to expand her clientele and foster robust relationships with realtor partners.

Episode Highlights:

03:00 - Brianna’s Mortgage Origin Story

05:45 - Brianna is ALL-In on Organic Content

07:50 - Magic in the Mundane

10:00 - Creating Value for Your Community

12:25 - Eliciting Engagement

13:30 - Posting Cadence for Success

14:55 - Incorporating AI Into Content Creation

20:15 - AI for Beginners

23:00 - How Brianna is Recording Her Videos

25:15 - What Brianna Focuses on Throughout the Day

27:25 - Attracting People Without an Agent Relationship

30:35 - What Social Media Platform Brings Brianna the Most Engagement

32:50 - Stop Selling Your Business, Make Connections

34:15 - Connect with Brianna & Broadway Mortgage Group

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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 team. Tune in to discover valuable insights and strategies that can help you optimize your productivity and achieve your professional goals.

Josh Mettle is the Division President & Director of Physician Lending at NEO Home Loans, and is a 20+ year veteran of the mortgage industry. Through trial and error, he's learned how to navigate the inevitable ups and downs of the business. With the mortgage industry historically very transactional and interest rate-focused, he gives advice and creates a strategy to select the ideal mortgage with the lowest overall cost and highest impact on wealth accumulation. 

Episode highlights:

03:00 - What Do Originators Need to Be Focused on Right Now

05:00 - Master the Inner Game

10:00 - How Remaking the Routine Remade Josh

14:20 - Building Momentum For Your Day

19:45 - How Josh Time Blocks

23:55 - Getting Your Team to Buy In to the Strategy

27:40 - Finding Your Niche

33:50 - Success is Consistent and Persistent Effort Over Time

37:45 - “The Loan Officer With the Most Friends in 2024 is Going to Win”

40:50 - Connect with Josh: Instagram | Podcast

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Check out Freddie Mac's Equitably Speaking podcast

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