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 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 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!

In this episode I get to talk with Lou Diamond about the value of consistent communication patterns, how to use communication bridges to connect with people & getting your message across without wasting others' time.

Lou Diamond is the Master Connector. He has over a quarter century of experience in sales, relationship management, business development and leadership coaching. He is an international keynote speaker, consultant, leadership & performance mentor, best-selling author, podcast & TV host and CEO of Thrive, helping businesses, top performers and brands thrive through the power of connecting. For more info go to: www.thriveloud.com & www.loudiamond.net

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 Steve Castaneda and we talk about what mortgage & real estate pros can learn from tools in other industries, what kind of expectations clients have during the process, and how practice and preparation can maximize results.

Steve Castaneda has been in the real estate and mortgage industry since 2004, closing $60M in volume in 2020 with just a single assistant. He has always built tools to improve efficiency and attributes his much of that to his latest project, Mortly.

Mortly is a tool that helps loan offers generate mortgage quotes in 30 seconds or less. Mortly features built-in public county records for property research, one-click mortgage insurance rates, and refinance comparisons to quickly generate easy-to-explain mortgage scenarios for customers. Check out the website: www.mortly.com

Take 5 minutes to explore MGIC’s Loan Officer Hub: bit.ly/2NNgGKA

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

This episode is a unique conversation that I get to have with former mortgage fraudster & current true crime writer, Matthew Cox. We discuss how he went from mortgage broker-owner to being convicted to almost a quarter of a century in prison! He shares details on how he was able perpetrate one of the largest mortgage frauds in history; his perspectives on life before, during and after prison; and what we should be prioritizing in our lives and businesses.

Matthew Cox is a former mortgage broker & convicted fraudster. He falsified documents to make it appear that he owned properties, and then fraudulently obtained several mortgages on them for 5-6 times their actual worth. He acquired millions of dollars during his crime spree across the southern and southwestern US, eventually landing him on the United States Secret Service's Most Wanted list.

Matthew was arrested on November 16, 2006, indicted on 42 counts of fraud, and was sentenced to 26 years in prison.  His sentence was later reduced to 15 years, and has was released in July 2019 after 12.5 years. His story has been featured on Dateline NBC, CNBC’s American Greed, as well as in Fortune magazine, Bloomberg, Businessweek, Playboy magazine, and many other media outlets.

Matthew is currently a painter and true crime writer, and he wrote a personal memoir titled "Shark in the Housing Pool” and sever other true crime books currently available on Amazon. Check out his titles on Amazon here: amzn.to/37kmiGl

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 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 episode I chat with a new friend from Australia, that I recently met on Clubhouse, Jackson Millian.  We chat about how Clubhouse is changing the social media landscape; the importance of shifting focus from vanity metrics to long-term relationships when using social media to build your business; and creating a benchmark of earning $400,000, 4 days/week, 44 weeks/year, and building fast-tracking your way to $4 million in net worth!

Jackson Millan, The Wealth Mentor, has spent the last 14 years helping service businesses understand the language of money and manufacture financial freedom for themselves and their families. He has successfully helped over 1,000 clients build in excess of $1.2 billion in combined wealth and has scaled multiple 7-figure businesses. He is a master of helping business owners make money work for them and turn their business profit into personal wealth. Check out his free resources: shor.by/TheWealthMentor

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 super interesting conversation with Dan Rawitch about what he sees coming for the housing market and the broader economy.  He shares why housing will stay strong in 2021, as well as his thoughts on other parts of the financial markets.  He also gives his advice on how industry professionals should use and leverage some of the income that has been created from the huge wave from 2020.

Dan Rawitch is the Founder & Senior Trader for Option Addicts and University of Options.  He began originating in 1978 as a Sophomore in College, and started as a Bond Trader for Bear Stearns in the 80’s.  He founded Data Fax, which was the 4th largest mortgage credit reporting firm in the nation before he sold to TransUnion.  He was also the Founder of RPM Mortgage with sold to Finet Holdings, and host of RateWatch since 2008.  Check out his program: universityofoptions.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 CEO Scott Harris shares details behind the recent SocialSurvey re-brand to Experience.com, and we dive deeper into why it's so important be in tune with the customer's voice throughout the sales process, not just at the end.  He also spills details that 'haven't been shared on any other podcast' including the name the company almost went with, and the stories behind: the Experience.com domain acquisition and the newest additions of Brittany Hodak & Kristin Messerli.

Originally founded as SocialSurvey in 2015, Experience.com has one of the best Experience Management Platforms (XMP) available anywhere, with features to drive operational and behavioral change, in real-time, during the moments that matter. XMP delivers impactful business outcomes including increased customer satisfaction, brand loyalty, online reputation and visibility, as well as improved employee engagement, and compliance - making every experience matter more. Learn more about the new Experience.com platform on their website, and follow them on Instagram: @experience_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!

I’m so excited to share episode 100 of the podcast! We are doing a compilation episode of 10 guests from some of our most downloaded and engaged episodes.  We cover a variety of topics from social media to market conditions to 2021 to what to focus your business on in the wake of so many changes over the last year.  Check out the guest list and their website & Instagram handles:

• Dustin Brohm: www.MassiveAgent.com & @massiveagent
  
• Leigh Brown: www.LeighBrown.com & @leighbrown
  
• Bill Hart: www.CoachBillHart.com & @coachbillhart
  
• Cindy Ertman: www.TheDefiningDifference.com & @cindyertman
  
• Steve Sims: www.SteveDSims.com & @stevedsims
  
• Chelsea Peitz: linktr.ee/Chelsea.Peitz & @chelsea.peitz
  
• Dave Savage: www.MortgageCoach.com & @dsavagemc
  
• Todd Duncan: www.ToddDuncan.com & @toddduncanofficial
  
• Rene’ Rodriguez: www.AmplifiiMyLife.com & @seerenespeak
  
• Barry Habib: www.MBSHighway.com & @barrynj

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 fun conversation with my good buddy Alec Hanson.  We get back to basics and talk about how each of us got started in the mortgage business, and how those messages apply to today.  We also talk about how to kill it in 2021 and what trends are coming and how to capitalize on them.

Alec Hanson is a contemporary leader within the Mortgage Industry. Constantly striving to improve, he began his career in origination in 2004 funding over $85M and was named Rookie of the Year by Scotsman’s Guide. Every subsequent year Hanson landed on Scotsman’s Top 200 Originator list finishing his best year at $185M. From there Hanson began coaching and growing a successful branch network in Orange County with his peak year in 2010 funding over $1B at the branch level. Hanson has received HousingWire’s Rising Star award both in 2017 and 2019 and currently serves as Senior Vice President of Production for loanDepot for the Pacific Southwest Division overseeing approximately $4B in annual production.

A dynamic coach and thought leader Hanson believes in leading and coaching within the trenches of the business, loves leading originators across the country, and is the author of loanDepot’s Modern Lending Playbook. A strategic and tactical tool designed to equip, train, and evolve the traditional mortgage professionals skill sets into the modern era. Alec is also the author of, “Bypassed: A Modern Guide for Local Mortgage Pros Left Behind by the Digital Customer” which details a systemic approach to help Mortgage Professionals succeed in the digital world.  Check him out on social: @thealechanson and his website: www.AlecHanson.com

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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 our entire line-up of podcasts at IndustrySyndicate.com.

In this episode I have a conversation with my great friend, and one of my favorite repeat guests, Dale Vemillion.  We break down a lot that has happened over 2020, and talk about where mortgage professionals should be focusing in 2021.  Dale and I also break down both high-level and tactical tips that will take your business to the next level!

For nearly four decades, Dale Vermillion has dedicated his life to helping loan officers, sales managers, and lending executives reach new levels of success in their lives and careers. Having trained over 1,000,000 professionals and consulted over 500 organizations, Dale has compiled the best practices of top performers into award-winning sales, customer service, and leadership systems that have help organizations double—and in some cases triple—their numbers.

Dale and his team have earned Excellence in Practice Awards from both the Association for Training Development and the Brandon Hall Group. They are the proud winners of a Better Business Torch Award and have been recognized by the National Association of Mortgage Brokers for their community service.  Connect with Dale on LinkedIn and Facebook for quick tips on navigating today’s market, and visit DaleVermillion.com to connect with his team about your training, consulting, or speaking needs. Also check out MPPH.org - Mortgage Professionals Providing Hope charity. 100% of proceeds go to those in need that they serve!

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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 our entire line-up of podcasts at IndustrySyndicate.com.

In today’s episode I get to interview Chris Sauerzopf, creator of SafeWire.  We talk about how fraudsters threaten mortgage & real estate transactions, as well as the ways that it can easily be prevented.  We also discuss the best ways to leverage technology in your business and how to move forward in a post-COVID era.

Chris is the co-founder and creator of SafeWire & co-owner of World Class Title. Chris has been in real estate since 2004 and has a degree in Industrial Design from the Columbus College of Art & Design. He has been a licensed real estate agent, notary, and is currently a licensed title agent, and this experience has provided him the insight to recognize the potential threat of real estate wire fraud

SafeWire exists to ensure every real estate transaction is fraud free. Unlike other fraud prevention products, SafeWire begins at day 1 of the listing. It is the only product available that reaches across multiple segments of the transaction from real estate brokers to title agents. SafeWire & SafeWire Assurance guarantees proceeds up to $1Million. Learn more at: SafeWire.com

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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 our entire line-up of podcasts at IndustrySyndicate.com.

On today's episode I get to chat with the LinkedIn expert herself, Judi Fox!  We talk about everything from Millennial trends and modern consumer behavior, to social media strategies on LinkedIn and Instagram/Facebook.  We also walk through examples of how simply networking with other people, and then staying in touch with those contacts, creates some of the biggest opportunities in business.

Judi Fox has generated over 5 million views on LinkedIn in the last 2 years, and is featured in Inc Magazine, CEO Magazine, VidSummit, Video Marketing World, People of Video, Top 100 Marketing Podcasts and more. With over 18 years of experience in business development and sales, Judi Fox developed the LinkedIn Business Accelerator Method. Clients are implementing this LinkedIn method to achieve more business and over 1 million content views in 90 days with press features in Forbes, BBC News, and Thrive Global. Follow #FoxRocks on social & visit her website: www.JudiFox.com.

REGISTER for the "Automate Your Business for 2021" webinar: bit.ly/38w1cWD
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On today's episode I have a conversation with Roland Cochrun on how he makes more visible progress while simplifying his task lists.  He explains the negative aspects of the go-getter mentality in our industry and details easy ways we can find freedom from stress, lack of time, and systems constraints while adding to the monthly pipeline.

Roland Cochrun helps Mortgage Professionals build systems to remove themselves from the day-to-day operations. Roland believes that life is meant to be abundant and limitless. His coaching helps Mortgage Professional design a life on their own terms... freeing them from the constraints of time and money so that they can live a lifestyle that lights them up. Roland has worked with hundreds of successful business owners from all around the globe, and this is what he knows: "You can work hard in your Mortgage business and make money... but creating freedom? That must be designed." Get his FREE Survival Checklist: rolandcochrun.com/mme

REGISTER for the "Automate Your Business for 2021" webinar: bit.ly/38w1cWD
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In today's episode I have a fun conversation with Stefanie Lugo as she spotlights specific things mortgage professionals need to know when trying to partner real estate agents, as well as how to create more relationships with clients and Realtors through Lifestyle Marketing.

Stefanie is a top producing real estate agent in Scottsdale who, along with her husband Bryce, has redefined what it looks like to build a real estate business in 2020 and beyond. Thousands of agents have taken Stefanie's Instagram trainings online, and she's the founder of the "Market Authority Academy" where her brand-forward social media marketing strategies have doubled and tripled the businesses of other real estate pros across the country.  Follow her on IG: www.instagram.com/bryceandstefanie

REGISTER for the "Automate Your Business for 2021" webinar: bit.ly/38w1cWD

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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 week’s episode, we invited back my good friend Brittany Hodak to discuss the new generations homebuyers and their impact on the mortgage marketing.  We also discuss how to become the lender of choice by understanding how to differentiate yourself, as well as what to automate to make sure your database stays engaged.

Brittany Hodak is an international keynote speaker and award-winning entrepreneur. She is widely regarded as the go-to source on customer engagement and retention. She has been invited to speak to organizations across the world including American Express, WeWork, Inc. and the United Nations. She has published more than 350 thought-leadership articles for media including Forbes, Adweek, and Success, and has been featured on CNBC, Bloomberg, NBC, CBS and Shark Tank.

Brittany co-founded, scaled, and successfully exited The Superfan Company, a fan engagement company whose roster included Walmart, Disney, Amazon, Luke Bryan, Katy Perry, and more under her eight-year leadership. She has been named to Advertising Age’s 40 Under 40 list, Inc.’s 35 Under 35 list, and Billboard’s 30 Under 30 list.  Check out here website: www.BrittanyHodak.com

Take 5 minutes to explore MGIC’s Loan Officer Hub: bit.ly/2NNgGKA
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This episode is a short presentation that I gave during my company's Virtual Sales Summit in early October. I talk about how to create and increase relevance with a target audience and your social circle or sphere of influence.  I share some stats around who the majority of mortgage borrowers are in 2020, as well as where their attention is and how to attract some of it to you. I also give some tactical examples of things you can do in Q4 to set yourself up for 2021.

Take 5 minutes to explore MGIC’s Loan Officer Hub: bit.ly/2NNgGKA
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In today’s episode I get to interview Neal Schaffer, a leading authority on helping innovative businesses through digital transformation and social media marketing strategy, influencer marketing, and social selling initiatives. We talk about his recently published book "The Age of Influence" that is redefining digital influence and the ways businesses can leverage influencers and use of them daily.

Neal Schaffer is the Founder of the digital marketing consultancy PDCA Social.  He also teaches digital media to executives at Rutgers University, the Irish Management Institute (Ireland), and the University of Jyvaskyla (Finland). Fluent in Japanese and Mandarin Chinese, he is a popular keynote speaker and has been invited to speak about digital media on four continents in more than a dozen countries.  He is also the author of four books on social media. Check out Neal's Maximize Your Social Influence podcast for weekly marketing inspiration.

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In this episode, I get to discuss some of the biggest marketing benefits you have over your competition with the one and only Carl White.  He takes one of the best-known elements in the industry, our database, and turns it up a notch by giving specifics on how to get the most out of the best opportunities we have, our past clients.

Carl White is the Founder of The Mortgage Marketing Animals and the host of the top podcast for loan officers, Loan Officer Freedom. For more than 20 years Carl has helped thousands of loan officers implement proven marketing strategies by sharing how to drastically increase production & income while working only 32 hours per week. He is currently the branch manager of one of the largest branches in the nation. Connect with Carl in his Facebook Group 'Loan Officer Deal Desk'

Take 5 minutes to explore MGIC’s Loan Officer Hub: bit.ly/2NNgGKA
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I'm excited to share this special bonus episode where my fellow Industry Syndicate co-founder Dustin Brohm and I interview Todd Duncan, creator of Sales Mastery. Industry Syndicate has teamed up with Todd Duncan for Sales Mastery, the longest running event in the mortgage industry.  For the first time ever the Sales Mastery event is happening VIRTUALLY on September 16-18, 2020.

In this episode Todd shares some incredible wisdom about how real estate and mortgage professionals should structure their business for profitability and efficiency, not just arbitrary numbers or goals. Todd shares how Sales Mastery has had over 100,000 attendees through the years, and why it's had such a huge positive impact on everyone who's attended.

CLICK HERE to get discounted tickets to Sales Mastery, a discount only available through the Industry Syndicate.

Discounted Sales Mastery tickets: http://www.industrysyndicate.com/salesmastery

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 - download the Industry Syndicate mobile app in Apple & Google app stores.

In this episode I sit down with another technology entrepreneur, Nate Joens.  We talk about converting more leads through automated follow-up, how to create more authentic automation, and the importance of systemizing your lead follow up process.

Nate Joens is the Co-Founder and CEO of Structurely, the leading conversational artificial intelligence (AI) lead nurture and qualification product for real estate agents, loan originators and other sales and marketing teams.  Nate has been a featured speaker on Inman, published in NAR Magazine, industry podcasts, and hosts theisaradio.com podcast.

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In this episode I interview a technology entrepreneur and recent mortgage borrower, Matthew Black.  We talk about how to create a relevant mortgage experience, the best way to balance price and value, and using technology to replace yourself and automate the process.

Matthew Black is the Founder and CEO of Mav. With 15 years in tech, he cut his teeth developing some of the world's first social networking sites for MTV and Viacom, then DoubleClick, which was acquired by Google.  As a 2X startup founder, he coined his path as a Hackerpreneur - hacking growth and building products that users love. At Mav, Matthew works with Fintech companies looking to leverage automated texting to acquire and nurture customers.

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In this episode I talk with two tech entrepreneurs Spencer Dusebout and Brannon Lee.  They are two of the founders of Daily AI, which is a CRM that is changing the way mortgage and real estate professionals contact, follow-up and communicate with clients and referral partners.

Spencer Dusebout is an avid entrepreneur and relentless learner at heart. At 16 Spencer co-founded the nonprofit Hands 4 Others, which helped bring clean water to over 300,000 people in 17 countries around the world. He has also started several tech companies spanning lead generation, artificial intelligence, and customer resource management tools. His most recent venture is Daily AI, an intuitive and powerful tool to manage daily sales tasks

Brannon Lee Chavez’s entrepreneurial mindset has been focused on the Real Estate and Mortgage Industries since 2012. He holds degrees in Mathematics, Marketing, and Business from the University of Nevada, Las Vegas. After obtaining his real estate license an

To get a FREE demo of Daily AI go to:  dailyai.io/

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This is the first of an episode series that I’m going to start doing throughout the next few months where we bring in a few top producers from companies and ask how they became top producers in the industry. Number one in the series is top producers from my current company Mason-McDuffie Mortgage: Tom Parke, Kathy McAlpine and Victor Romero

We take time to talk about the value of starting and growing a database of customers and Realtors, keeping up with the changes in the industry, how to solidify relationships in a virtual world without in-person contact, and the importance of getting to the customer first.

CHECK OUT MGIC’s Loan Officer Hub:  bit.ly/2NNgGKA
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In this episode I get to interview a guy I've been bumping into on social media for years, David Krichmar aka Dave Your Mortgage Guy. He and I talk about how to scale a personal brand on social media, the best ways to navigate a busy mortgage environment, and the importance of focusing long-term.

David Krichmar has been in the mortgage industry since 2001 and is an award-winning Mortgage Banker with Legend Home Lending, AKA Dave Your Mortgage Guy.  Dave is a Top Producer, he’s written national articles and interviewed been interviewed by major media outlets including Fox Business.

CHECK OUT MGIC’s Loan Officer Hub:  bit.ly/2NNgGKA
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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 - download the Industry Syndicate mobile app in Apple & Google app stores.

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 I have a fun conversation with content expert, Kate Bradley Chernis. She and I talk about how to take long-form “pillar” content and break it down into smaller pieces of “micro” content to use on social media and across your marketing platforms, as well as the most efficient ways to create marketing content to build your business.

Kate Bradley Chernis is the Founder & CEO of Lately, which uses AI to instantly transform podcasts, videos and any online news articles or blogs into dozens of social posts that are automatically pre-vetted to resonate with your target audience.  As a former marketing agency owner, Kate initially created the idea for Lately out of spreadsheets for then-client, Walmart, and got them a 130% ROI, year-over-year for three years.

Prior to founding Lately, Kate served 20 million listeners as Music Director and on-air host at Sirius/XM. She’s also an award-winning radio producer, engineer and voice talent with 25 years of national broadcast communications, brand-building, sales and marketing expertise.

For a Free Demo & 10% OFF of Lately, go to: bit.ly/2Bse16w

JOIN the MME TEXT COMMUNITY: 214-225-5696. And 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 - download the Industry Syndicate mobile app in Apple & Google app stores.

In this episode I get to talk with a good friend of mine, and talented digital marketer, Ben Smidt. He and I take some time to talk about how originators can minimize time and maximize value, as well as the digital and social media marketing strategies that originators need to be focusing on right now.

Ben Smidt serves as MGIC’s Digital Strategy Director. He leads corporate development and management of MGIC's digital marketing strategy across the enterprise. This includes establishing a clear vision for all digital marketing initiatives and providing strategic direction for the company's digital and social media marketing efforts. His primary goal is to increase brand awareness and improve user experience (UX).

CHECK OUT MGIC’s Loan Officer Hub:  bit.ly/2NNgGKA
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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 - download the Industry Syndicate mobile app in Apple & Google app stores.

In this episode I chat with Certified Mortgage Banker, Leora Ruzin. We talk about the collaboration between operations and sales, and how that can help you scale your business, as well as marketing ideas for educating home buyers and Realtors.

Leora Ruzin, CMB is Director of Real Estate Lending at Valley First Credit Union & Managing Editor of Mortgage Women Magazine. She has been in mortgage lending for 13 years and holds the designation of “Certified Mortgage Banker’ from the Mortgage Bankers Association. Leora is an advocate for common-sense mortgage lending practices and is passionate about advances in first-time homebuyer and low-to-moderate income lending programs. Leora holds an Associate’s degree in Accounting, a Bachelor’s Degree in Business Management, and is a veteran of the United States Army. She lives in Modesto, CA with her husband and daughter.

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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 - download the Industry Syndicate mobile app in Apple & Google app stores.

In this episode I interview Denise Donoghue, or as most people know her, The Mortgage Nerd.  We talk about how to embrace your true self in branding, bonding with clients through the power of videos, and how a sense of humor will always be appealing and approachable.

Denise Donoghue, aka the Mortgage Nerd, is a top-producing originator with Thrive Mortgage.  She has been voted one of D magazines top mortgage professionals for 4 straight years.  She is a top 1% originator in the US, as well as a Certified Mortgage Planner. In 2006, Denise received her Series 6 and Series 63 investment licenses so that she could further help clients position themselves in a better financial position.  She’s a native Texas and graduate of Texas A&M and lives in the Dallas area.

Special Offer for FREE lead connections with our podcast partner BUNDLE, go to: bundleloan.com/loan-officer/mme

Check out the Loan Officer Hub: bit.ly/2NNgGKA

Watch the Mortgage Nerd & Mortgage Geek webinar: https://bit.ly/3gai71E

JOIN the MME TEXT COMMUNITY: 214-225-5696. And 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 - download the Industry Syndicate mobile app in Apple & Google app stores.

In this episode I interview the top real estate agent in Alabama, Ricky Carruth.  We talk about strategies to create new referral partner relationship, working with top producing Realtors, and how staying consistent and persistent over time is ALWAYS how you win.

Ricky Carruth is the top real estate agent in Alabama. He started speaking, writing and coaching in 2017 through his “Zero to Diamond” free real estate coaching company with a mission to reduce the failure rate in the real estate industry by bringing awareness that it's not about the deal, it's about the relationship. Ricky is the No-Pressure Agent. Born and raised on the Gulf Coast, Ricky has been selling real estate since he was 20 years old. Starting his career in 2002, he has been through this roller coaster of a market and back. After tons of life lessons of ups and downs, Ricky has emerged as the #1 agent on the Gulf Coast since 2014. His dedication to his clients, hard work ethic and market knowledge are his key attributes that have place him a step ahead of the rest.

Special Offer for FREE lead connections with our podcast partner BUNDLE, go to: bundleloan.com/loan-officer/mme

If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW on Apple Podcasts or whatever platform you listen on.  MME is a founding member of the Industry Syndicate Podcast Network – download the Industry Syndicate mobile app NOW in Apple & Google app stores.

In this episode I have a very relevant conversation about gifts with Michael Athens.  We talk about how mortgage & real estate professionals can use gifts to create an amazing customer experience and build long-term relationships, as well as how to use them to wow potential clients & partners.

Michael Athens has spent the last ten years helping Realtors and Lenders increase their reviews referrals and raving fans through intentional client appreciation. Michael specializes in long-term branding solutions, client follow-up, sphere management, making powerful connections and seeking out and recruiting talented people, along with a wide range of other sales and business concepts. Michael is consistently in the top 20 of his industry and has performed at a high level in a wide range of business environments and roles. For more info, go to: www.retentiongifts.com 

Special Offer for FREE lead connections with our podcast partner BUNDLE, go to: bundleloan.com/loan-officer/mme

If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW on Apple Podcasts or whatever platform you listen on.  MME is a founding member of the Industry Syndicate Podcast Network – download the Industry Syndicate mobile app NOW in Apple & Google app stores.

In this episode I have one of my favorite marketing discussions to date with fellow podcaster Bradley Flowers.  We talk about the lesser known tactics for mortgage & real estate professionals to focus their marketing efforts on – including a unique LinkedIn strategy, the re-emergence of blogs, and of course podcasting.

Bradley Flowers is a nationally recognized Insurance Agency Owner & Marketing Enthusiast. He runs the day to day operations at Portal Insurance in Mobile, Alabama, which specializes in shortening the home buying process as it relates to insurance.  Although he is a part of the insurance industry, Bradley’s first love is marketing, with 98% of his new business coming from social media. In 2019 Portal Insurance was named the "Agency for the Future" by Safeco Insurance for the Southeast United States.

Bradley is the co-host of the “Insurance Guys Podcast” a marketing podcast that is arguably the #1 podcast in the insurance industry which has featured guests like Gary Vaynerchuk and others.

Special Offer for FREE lead connections with our podcast partner BUNDLE, go to: bundleloan.com/loan-officer/mme

If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW on Apple Podcasts or whatever platform you listen on.  MME is a founding member of the Industry Syndicate Podcast Network – download the Industry Syndicate mobile app NOW in Apple & Google app stores.

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In this episode I have a fun branding & content conversation with Raquel Borras.  We discuss how to establish an emotional connection with your audience in your content, as well as how to engage with, and attract engagement from, social media posts.

Raquel is the Chief Excitement Officer of True To You Branding. Her passion is to help you bring to life a personal brand that is “true to you”! Raquel’s expertise in social media and branding started with LinkedIn, where she studied other social media moguls and influencers. Because of her love for people and talent for audience engagement, her social media presence continues to increase very quickly. Raquel believes that bringing valuable content, authenticity and vulnerability to your social media is the key to gaining a strong following and presence.

Special Offer for FREE lead connections with our podcast partner BUNDLE, go to: bundleloan.com/loan-officer/mme

If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW on Apple Podcasts or whatever platform you listen on.  MME is a founding member of the Industry Syndicate Podcast Network – download the Industry Syndicate mobile app NOW in Apple & Google app stores.

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In this episode I have an awesome conversation with Scott Hudspeth, Founder of Agent Mastermind & Chief Strategist with Mortgage Marketing Animals.  Scott & I discuss referral & lead-capture strategies, as well as taking the fear out of rejection.

Scott is the Founder & Chief Strategist of Agent Mastermind, the largest online Real Estate training group in the nation. He founded Agent Mastermind on one principle, to help bring Real Estate Agents & Loan Officers together through up to date tools, systems, and strategies that help close more deals, have more freedom, and take Fridays off.  His philosophy has always been, “If you help enough people get what they want, it will come back to you threefold.”

For more on referral tactics listen to: https://bit.ly/2TOWYkT

Special Offer for FREE lead connections with our podcast partner BUNDLE, go to: bundleloan.com/loan-officer/mme

Check out more about ReadyNest from our podcast partner MGIC: bit.ly/2zUZdfk

If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW on Apple Podcasts or whatever platform you listen on.  MME is a founding member of the Industry Syndicate Podcast Network – download the Industry Syndicate mobile app NOW in Apple & Google app stores.

In this episode I get chat with the entrepreneur’s systems coach, Khai McBride.  Khai shares the importance of organizing your process, the value of choosing & utilizing the right system tools, and the power of having the right coach.

Khai McBride is an expert in systems, database management, and mindset.  He thrives in helping mortgage professionals get unstuck by improving their business models, which makes him a highly sought-after speaker for events such as Mortgage Mastermind & Mortgage Revolution. He has a background in technology and project management, and used that knowledge to build a thriving mortgage business that funded over $500 million in just 10 years.  Today he coaches loan officers, managers, and owners to achieve their business and personal goals, with more than half of his roster doubling their production within 6 months, and a third reaching the list of Top 1% of Mortgage Originators nationwide.

For FREE lead connections with our podcast partner Bundle, go to: bundleloan.com/loan-officer/mme

If you are enjoying the MME podcast please take a second and LEAVE US A REVIEW on Apple podcasts or whatever platform you listen on.  MME is a founding member of the Industry Syndicate Podcast Network – download the Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores.

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

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In this episode I chat with my good friend repeat MME guest, Dave Savage.  Dave shares how to go from a "white belt originator" to a "black belt advisor" as well as the importance of the importance of communicating effectively in your content.

Dave Savage is the Founder of Mortgage Coach and the mobile marketing company SmartReply.  He has over 30 years as a mobile tech pioneer, and he is a renowned speaker at events like MBA Tech, Digital Mortgage, Sales Mastery, and the Mastermind Summit.  He has one of the most valuable YouTube channels in terms of resources for mortgage industry professionals as well as his Facebook group the mortgage coach productivity mastermind with nearly 10,000 members

Check out Dave's blog on Loan Officer Hub: bit.ly/2Sz9NiL

Learn more about MGIC's ReadyNest: bit.ly/2zUZdfk

For FREE lead connections with our podcast partner Bundle, go to: bundleloan.com/loan-officer/mme

If you are enjoying the MME podcast please take a second and LEAVE US A REVIEW on Apple podcasts or whatever platform you listen on.  MME is a founding member of the Industry Syndicate Podcast Network – download the Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores.

This is a SPECIAL ANNOUNCEMENT EPISODE from Social Survey, with CEO Scott Harris & SVP of Client & Partner Relations Craig Pollock.  We announce the Top Performing Individuals & Top Performing Companies from 2019!  Awards are announced for the top small, medium, large, and jumbo company sizes, as well as the overall winner and remaining Top 10 from the Individual Performers category!

SocialSurvey empowers businesses to put Customer Experience (CX) data in motion to drive real-time business outcomes. We focus on interactions within customer, employee and product journeys. We help great companies improve experience, reputation and revenues. Our unique, player-integrated approach to customer feedback yields powerful insights while amplifying online reviews, marketing automation and local search rankings. We focus on people and relationships, bringing our team together for a common goal: to Create WOW moments for customers, partners and employees.

To view the complete list of winners, go to: www.socialsurvey.com/2019-top-performer/

For FREE lead connections with our podcast partner Bundle, go to: https://bundleloan.com/loan-officer/mme

If you are enjoying the MME podcast please take a second and LEAVE US A REVIEW on Apple podcasts or whatever platform you listen on.  MME is a founding member of the Industry Syndicate Podcast Network – download the Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores.

In this episode we have another repeat guest, and incredible industry leader, Dale Vermillion.  Dale and I talk about using the check-in, check-up, check-out strategy, as well as the ways mortgage professionals can be the bright spot in today’s new economy .

Dale Vermillion has 36-years of industry experience including 25 years as a speaker, trainer, and consultant.  Dale is one of the most trusted voices amongst lenders, loan officers, and consumers. With his unique OthersFirst approach to sales, customer service, and leadership, Dale is also one of the leading minds for boosting bottom-line profitability ethically and sustainably. As the industry continues to reel in the face of COVID-19, Dale is committed to sharing his proven tactics for weathering the unpredictability with proactive communication, value-based selling, and leveraging technology to build and maintain trust-based relationships with your borrowers.

To learn more about the incredible non-profit that Dale and his team support, go to: www.MPPH.org 

For FREE lead connections with our podcast partner Bundle, go to: https://bundleloan.com/loan-officer/mme

If you are enjoying the MME podcast please take a second and LEAVE US A REVIEW on Apple podcasts or whatever platform you listen on.  MME is a founding member of the Industry Syndicate Podcast Network – download the Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores