Mortgage Marketing Expert – Details, episodes & analysis

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/

If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW. And JOIN the M1A Text Community: 214-225-5696

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

LEARN MORE ABOUT M1 ACADEMY COACHING

If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW. And JOIN the M1A Text Community: 214-225-5696

In this episode I have an incredible conversation about content creation and social media with one of the best in the game, Kyle Draper. We cover talk about everything from audio content through podcasting and Clubhouse, to the how-to about video and why it's still one of the most powerful tools for building a big business. Kyle shares tactical tips on using video and social media to grow, and we peel back the layers to go a little deeper into the mindset side of marketing and building a strong personal brand.

Kyle Draper a social media coach, National Speaker and host of the “The Social Media Mindset” which was recently released last month and has already made it into the top 150 on the Business Marketing lists in the US and Canada. Kyle helps mortgage and real estate professionals make money without spending money on ads, by coaching out to grow their social media organically. Find him on social: @coachkyledraper & check out his website: www.kyledraper.com

If you are enjoying the podcast, please take a second and LEAVE US A REVIEW! MME is a founding member of the Industry Syndicate Podcast Network - check out the entire line-up on our website!

In this episode I sit down with Dave Sims to talk about ways to scale mortgage production through automation and what the right metrics are to focus on to win in today’s market.

Dave Sims is the Founder & CEO of Floify, and as a veteran fintech software engineer, one of his many passions is identifying inefficiencies within industries and developing technology solutions that streamline common workflow processes and alleviate IT security concerns.  After developing and launching Flux, a software platform designed to manage file transfers and batch processing workflows for the banking and finance industries, Sims' focus later transitioned to the mortgage space. Having been inspired by his personal experiences with acquiring a mortgage, Sims set out to build a solution that would not only enhance the security of exchanging and managing sensitive borrower documents, but also make the process far more efficient.

Floify, the industry’s leading mortgage automation platform, was the outcome of this effort.
Since launching Floify in 2013, Sims has led his company from a simple self-funded and customer-funded concept into a robust loan origination solution that now supports more than 2,000,000 users via mobile and cloud-based digital mortgage offerings.  Sims continues to lead his robust team of software engineers, security experts, account executives, marketing professionals and other staff, and explore new partnerships with fellow industry leaders to ensure the solutions his company develops remain on the leading edge of technology. Check out the Floify platform: floify.com/ or on social media: facebook.com/floify

If you are enjoying the podcast, please take a second and LEAVE US A REVIEW! MME is a founding member of the Industry Syndicate Podcast Network - check out the entire line-up on our website!

In this episode I get to chat with my good friend, and fellow Industry Syndicate founding member, Justin Konikow. He and I chat about his meeting-turned-relationship with Ryan Serhant, and how to initiate conversations to create genuine relationships. He also shares about showing people they matter creatively, the game changer of good morning routines, and how to absorb the Clubhouse experience to reshape and redefine yourself and your business.

Justin Konikow is the one of the owners of Prime Real Estate Brokerage & Prime Media Productions. He founded those businesses with his wife with the intent of turning the industry upside down and coming at things from a completely fresh perspective. Using his platform and networks for the brand, he quickly became one of the biggest household names in Real Estate with over 100 million in sales last year alone and being involved in over 250+ transactions. Their Media company’s content production focuses on branding and sales & creates videos, podcasts, visuals, and articles; and have collaborated with some of the biggest names in business. Connect with him on social: @justin.konikow

ALSO, to get updates about the MME podcast, marketing tips, and to TEXT with me directly, shoot a message to: 214-225-5696!

If you are enjoying the podcast, please take a second and LEAVE US A REVIEW! MME is a founding member of the Industry Syndicate Podcast Network - check out the entire line-up on our website!

In this episode I have a conversation with my friend Shannon Milligan, and we talk about the power of nostalgia in content, why to invest in rookie real estate agents, and what it takes for Realtors to trust you with their clients. She gives incredible advice on what to implement, and specific daily activities, to reach new levels of success.

Shannon Milligan is an Associate Broker & Owner of RVA Home Team with eXp Realty. As a “40-something” and social media loving Richmond Realtor, Shannon has a passion for marketing and relationship building while utilizing video to create stories than resonates with potential clients. When Shannon is not selling real estate, you will find her building connections with fellow agents across the country as a co-founder of the successful Snap-pack Real Estate and Marketing Media Group on Facebook, and co-founder of REMM, a marketing mastermind for Realtors.

Shannon is also a National Speaker having spoken at Inman, Virginia Association of Realtors, and on Live Video in Real Estate. She received the Video Star Award at eXp in 2017 and 2018, and was named, "19 Real Estate SnapChatters You Can't Help But Watch" by Inman News. She’s been featured on numberous podcasts and social media shows. Follow her on social media: @RVAHomeTeam and visit her website: www.rvahometeam.com

ALSO, to get updates about the MME podcast, marketing tips, and to TEXT with me directly, shoot a message to: 214-225-5696!

If you are enjoying the podcast, please take a second and LEAVE US A REVIEW! MME is a founding member of the Industry Syndicate Podcast Network - check out the entire line-up on our website!

In this episode I talk with NYC luxury real estate broker Sean McPeak. We discuss innovative selling strategies in today's market environment, ways to solidify referral partner relationships with agents, and how close we are to cryptocurrency and tokenization of properties in real estate.

Sean McPeak is the Founder of the McPeak Team at SERHANT in NYC, with over 11 years of experience working on globally recognized teams in the high-end luxury sector.  He has sold more than a half-billion dollars in resale and new development property, and he has a successful track record of negotiating some of NYC’s priciest listings. His keen perspective, professionalism, and commitment make him a trusted authority when guiding his clients during turbulent deals and markets. He is adaptable to specific client needs and goals, and he is attuned to the many personal, financial, and logistical challenges that go into any sale.

Sean continues to innovate at SERHANT through his work on new development projects, helping developers adapt to the evolving marketing landscape and reach their ideal customers around the world. Developers seeking to take their properties in a new direction rely on Sean for his novel use of experiential marketing, social media, and digital channels to increase visibility and traffic. To learn more about Sean, follow him on Instagram @sean_mcpeak or go to: https://solo.to/mcpeak/

ALSO, to get updates about the MME podcast, marketing tips, and to TEXT with me directly, shoot a message to: 214-225-5696!

If you are enjoying the podcast, please take a second and LEAVE US A REVIEW! MME is a founding member of the Industry Syndicate Podcast Network - check out the entire line-up on our website!

In today’s episode I have a conversation about making an impact on social media with my new friend and growth powerhouse, Giselle Ugarte.  We discuss common misconceptions about Clubhouse; the availability of free, live master classes; and being intentional with objectives when using social media.  You’ll also hear about keys to building connections, how to have an impact on strangers who have never heard of you, and the importance of getting serious about using Clubhouse.

Giselle Ugarte is the Founder & CEO of Action-Forward, an online performance firm created for influencers, entrepreneurs and thought leaders who want to use the power of social media to amplify meaningful business and communities. Giselle is a marketing director, motivational speaker, performance coach, and connects with hundreds of people a day as a social media influencer on Clubhouse, TikTok and Instagram.

Giselle has a background as a radio personality, a television host and, at one point, a full-time blogger. She has held many roles, and often wears a lot of hats, but her mission is always the same: to give the advice, strategy, and tools to help your business grow.  For more information about Giselle, go to giselleugarte.com & use @giselleugarte to find her on social media.

REGISTER FOR THE “THE SOCIAL BOSS LADY” event here: thesocialbosslady.eventbrite.com

ALSO, to get updates about the MME podcast, marketing tips, and to TEXT with me directly, shoot a message to: 214-225-5696!

If you are enjoying the podcast, please take a second and LEAVE US A REVIEW! MME is a founding member of the Industry Syndicate Podcast Network - check out the entire line-up on our website!

In this episode I have my good friend Brian Covey as a guest, and he and I discuss the need for companies to implement new business models after the changes in business practices COVID required this past year.  We focus on what specific branches should have for their teams and integrating modern life into modern business.  We also get into the details of leadership, community, culture, and blending them into social media to acquire the connections you want.

Brian Covey is a Regional VP at loanDepot and is very passionate about being part of a championship team, equipping those individuals with the tools to excel, leadership development & leading change in our industry. Growing up in Memphis, TN his love for the sport of soccer led him to travel the world, compete at the highest levels & experience so much that has shaped Brian into the husband, father & leader he is today.

He started the Brian Covey Show podcast in 2020 to connect amazing people in his network to share their stores of overcoming adversity & setbacks and turning those into wins on & off the field. This led to Brian’s book “Conversations with Covey” being published, highlighting some of his favorite guests packed with inspiration, hope & actionable steps to help people win their game in life no matter where they are.  Brian is also a member of the Forbes Real Estate Council & serves on various committees. He has an amazing wife & 3 awesome kid. He also enjoys playing & coaching soccer & working out at Iron Tribe Fitness.  For more about Brian, connect with him on Instagram @thebriancovey or check out his website: www.thebriancoveyshow.com

ALSO, to get updates about the MME podcast, marketing tips, and to TEXT with me directly, shoot a message to: 214-225-5696!

If you are enjoying the podcast, please take a second and LEAVE US A REVIEW! MME is a founding member of the Industry Syndicate Podcast Network - check out the entire line-up on our website!