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Explore every episode of the podcast Mortgage Marketing Radio

Dive into the complete episode list for Mortgage Marketing Radio. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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TitlePub. DateDuration
How One Simple Rule Can Skyrocket Your Mortgage Business in 202629 Jan 202600:50:21
In this episode of Mortgage Marketing Radio, we talk with top-producing mortgage originator and elite coach Amir Syed to reveal the exact blueprint mortgage loan officers need to follow in 2026 to thrive—not just survive. Whether you're a mortgage loan originator, broker, or LO looking to increase production in a competitive market, Amir breaks down the 3 critical pillars every LO must master right now: Marketing and Personal Branding – How to become “Five-Mile Famous” and generate referrals without begging agents. Sales and Persuasion – Why “the phone isn't a cactus” and how top LOs are diversifying beyond Realtors. Operations and Scaling – The exact hiring process to find your “superstar LOA” and break through your current ceiling. 🔑 Plus: – The 5 types of intelligence every elite LO is building in 2026 – Why your pre-COVID skills are killing your post-COVID results – A foolproof hiring framework to scale your mortgage business (including the 3 questions every candidate must answer) 🎯 If you're serious about growing your mortgage business, this is a must-listen playbook for building momentum in Q1 and beyond. Connect With Amir Syed Instagram: https://www.instagram.com/amirsyed/ LinkedIn: https://www.linkedin.com/in/amirsyed/ GO! Coaching: https://www.gocoaching.io/
My Two Words for 202603 Jan 202600:15:28

Forget resolutions. In this solo episode, I’m taking you inside the personal mindset shift I’m making for 2026 — one that’s already reshaping how I lead, work, and live.

Instead of a list of goals, I’ve chosen two powerful words to guide everything I do this year:

👉 Gratitude and Delegate.

These aren’t just nice ideas — they’re essential strategies for cutting through the noise, clarifying priorities, and leading from a place of alignment.

Inside this episode:

  1. Why resolutions often fail (especially in the mortgage business)
  2. What my recent throat cancer diagnosis revealed about how I spend my time
  3. The power of choosing One Word (or Two) to anchor your life and business
  4. A 5-question exercise to help you uncover your own guiding word(s)
  5. A free GPT tool I created to help you find your word in minutes
  6. A deeper reflection on faith, focus, and what really matters

Whether you’re a loan officer, leader, or entrepreneur, this episode will help you pause, reflect, and get intentional about how you show up in 2026.

🎁 FREE RESOURCE:

Need help choosing your One Word?

Use my free GPT-powered tool:

👉 https://tinyurl.com/2026word

P.S. I’m hosting a private workshop where I’ll share what I’ve learned from almost 400 podcast interviews with top mortgage pros — and how they consistently generate high-trust agent referrals without chasing, cold-calling, or begging for coffee meetings.

You’ll get the full referral framework I teach inside the Agent Referral Xcelerator, and if it feels right, you’ll get a chance to join the next cohort.

👉 Join the early interest list here.

CONNECT

📸 Connect on Instagram

💼 Connect on LinkedIn

📹 Subscribe on YouTube

SAY THANKS

💜 Leave a review on Apple Podcasts

🟢 Leave a rating on Spotify

How to Stop Losing Past Client Deals Before It’s Too Late18 Sep 202500:25:59

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

Discover the proven Realtor referral system top mortgage professionals use to double Realtor partnerships and generate consistent mortgage leads:

Go to: https://www.go.myagentclasses.com

Episode Summary:

In this episode, we talk with Andrew Penner about the often-overlooked goldmine every loan officer already has: their past clients.

We explore why so many lenders lose out on repeat business because they don’t know when clients are ready to buy again, refinance, or invest.

Andrew introduces Milo.ai, a platform that uses behavioral signals and deeply integrates with CRMs to help mortgage professionals stay top of mind without overburdening their time.

The conversation also touches on maintaining authenticity in communications, balancing automation with the human touch, and preparing now for a likely surge in demand moving into 2025–2026.

Learn More About Milo


Connect With Andrew 


Double Your Agent Referrals With myAgent Classes

Watch the Video Here

Connect With Geoff

Connect on Instagram

Connect on LinkedIn

Subscribe on YouTube

SAY THANKS

 Leave a review on Apple Podcasts

Leave a rating on Spotify

Unleashing YouTube Success for Mortgage & Real Estate Professionals17 Jan 202401:07:54

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

**Key Points We Discussed with Time Stamps:**

- 00:02:34 - Starting with available resources and emphasizing content value over production polish.

- 00:09:52 - Strategies for employing AI as a tool while maintaining the creative and strategic processes that define us.

- 00:16:27 - The critical role of continual learning and personal development in triumphing over the dynamic challenges of online marketing.

- 00:23:45 - The impact of short, magnetic YouTube videos and the importance of consistent improvement of your video production skills.

- 00:31:19 - Unpacking the YouTube algorithm and how to tailor content to match audience behaviors and preferences.

- 00:39:58 - The collaborative exchange on our respective experiences and strategies for designing videos that captivate and convert.

- 00:48:16 - Exploring the "perfect video" recipe from effective hooks to a call to action.

- 00:56:40 - Breakdown of the three Ps—passion, proficiency, and profit—in finding and dominating your YouTube niche.

- 01:03:12 - How to leverage brilliant content ideas from successful channels across various industries.

**Memorable Quotes from Today’s Episode:**

- "Start where you are, and build from there. It's about the message, not just the medium." - Sean Cannell

- "Building a community is about connection, not just conversion. It's about people, not just pageviews." - Me, Geoff Zimpfer

**Resources I Mentioned with Time Stamps:**

- [00:57:15] "YouTube Secrets" book by Sean Cannell

- [01:18:42] Sean’s free podcast and on-demand class, available here.


- Liked what you heard? Please take a moment to leave us a review; your opinions help us grow.

- And follow us on our social accounts for even more expert mortgage marketing guidance.

Want more agent referrals without chasing, cold-calling or paying for leads?

Schedule your call with me and learn more about myAgent Classes.

How to Get Your Mindset Right for 202404 Jan 202400:57:59

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

Before you set out to conquer your goals in 2024 it's important to have a check up from the neck up. Meaning, how to get your mindset aligned to optimize your skillset and your activities.

Shayla's superpower is helping people break free from a limiting mindset and story that hinders them from achieving the best version of themselves. She's especially adept at helping people get really clear on who you are uniquely and what are the unique skills, attributes, and value that you bring to relationships.

Episode Resources:


Connect with Shayla on Instagram

Check Out Shayla's Website

Learn More About myAgent Classes

Let Your Clients Verify Employment, Income and Assets27 Dec 202300:30:35

On today's episode we're learning about an alternative to verifying employment, income and assets for your borrowers. Truv allows you to gather over 100 unique income and employment data points from applicants by allowing them to login directly to their payroll or employer account.

You'll save your clients money and reduce your time to close with Truv. Listen to the episode to learn more.

Episode Resources:

Check Out Truv Here

Connect With Richard on LinkedIn

Get More Agent Referrals with myAgent Classes

Capturing Business from Agents, Builders and Buyers20 Dec 202300:39:43

Imagine never having to update real estate listing flyers. Accelerate the home loan process by putting real-time mortgage rate listing flyers right in the hands of prospective homebuyers, agents and builders.

Uplist is a modern alternative to traditional listing flyers. The platform then generates a rate-search web page for that listing, complete with a QR code and a digital “Get Payments” button. These deliverables are able to be shared with trusted real estate agents and builders.

When homebuyers scan the QR code or click the button, they are directed to the mortgage loan officer’s company-branded Uplist page where they can do a quick, real-time mortgage rate search.

Finally, finance flyers have arrived in the digital age! Listen to my conversation with Uplist CMO Ben Smidt and check out Uplist for more details.

Episode Resources:

Visit Uplist Here

Learn More About myAgent Classes

Join the Podcast Facebook Group Here

Lessons from Spending $30 Million Marketing Direct to Consumer14 Dec 202300:32:20

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

We explore the importance of understanding the consumer psyche and how to effectively leverage digital platforms to maximize reach, engagement and conversion.

Learn More About Insellerate Connect with Josh on LinkedIn Learn More About myAgent Classes

Financial Independence through Real Estate: A One Rental At A Time Story07 Dec 202300:49:53

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

Our guest today is Michael Zuber. He's the author of One Rental At a Time and hosts the One Rental at a Time YouTube channel. (Links Below)

Today we're talking about how to start - or grow your real estate portfolio. We're also "geeking out" on investing, housing, rates, the economy and more.

Show Notes/Resources:

Today our guest is Michael Zuber.

Episode Resources:

Check Out Michaels YouTube Channel

Buy His Book on Amazon

Double your Agent referrals with myAgent Classes. Book a call here.

How Loan Officers Are Generating Hundreds of FREE Leads Online30 Nov 202300:57:17

Greg Sher is the Managing Director @ NFM Lending. He's passionate about empowering and inspiring others through media and storytelling.

This episode features an inspiring conversation about how to pivot in the current market. You'll also hear amazing stories of Loan Officers creating content online that's generating inbound referrals every single month.

Connect with Greg Sher on LinkedIn Here

Follow Scott Betley on Instagram or TikTok

Follow Jordan Nutter on Instagram or TikTok

Double your Agent referrals with myAgent Classes. Book a call here.

Critical Activities for Today's Mortgage Market16 Nov 202300:45:52

In this idea packed episode, we delve into the art of thriving in the current mortgage market with our guest, Dale Vermillion. With the landscape of mortgage origination becoming increasingly challenging, Dale shares his expertise on the most effective activities mortgage originators should focus on today.

We discuss innovative strategies for marketing, how to stand out in a saturated market, and the importance of building strong client relationships. Dale's insights are not just theoretical; they are tried-and-tested methods that have propelled many in the industry to success.


Whether you're a seasoned originator or new to the field, this episode is packed with invaluable guidance to help you excel.


Episode Resources:

  • Learn more about Dale Vermillion and his methods at www.DaleVermillion.com
  • Double your Agent referrals with myAgent Classes. Book a call here.


What's Happening With the Housing Market08 Nov 202300:53:38

On today's episode we're talking with Logan Mohtashami. Logan is a renowned housing market expert recognized for his insightful analysis and commentary on the U.S. economy and real estate market.

Mohtashami is a lead analyst for HousingWire and is a regular contributor on the HousingWire Daily podcast.

Episode Resources:

Follow Logan on Instagram

Subscribe to Housing Wire

Learn More About myAgent Classes

Dominating Your Local Market With Google Reviews27 Oct 202300:56:56

In this episode we talk with Wade Betz. Wade has been in the mortgage industry since 2006 and helped thousands of families with more than $700M+ in residential financing funded.

He's optimizing his Google Business profile to get found by local homebuyers and referring those deals out to his local agents.

Wade is teaching educational classes to real estate agents and building his audience on social media. There's a lot we cover in this episode!

Episode Resources:


Why Most Loan Officers Won’t Survive This Market03 Sep 202500:43:52

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

Discover the proven Realtor referral system top mortgage professionals use to double Realtor partnerships and generate consistent mortgage leads:

Go to: https://www.go.myagentclasses.com

Episode Summary:

Why are so many loan officers struggling in today’s market, while some are having their best year? In this episode of Mortgage Marketing Radio, real estate coach Tom Ferry reveals the hard truth: most loan officers and real estate agents won’t survive unless they adapt.

Tom explains why this market requires four times the effort for a fraction of the income and why so many originators are struggling to generate leads, build referral partnerships, and close deals. 

If you’re a mortgage professional who feels stuck, ignored by Realtors, or frustrated with the current market, this interview is packed with strategies to help you stay relevant and grow.

You’ll learn:

  • Why most loan officers fail in a shifting market
  • The mindset shift from ego to economics
  • How to create momentum when sales cycles get longer
  • Simple ways to differentiate yourself from other LOs
  • What top performers are doing to generate Realtor referrals and client trust

If you want to survive and thrive as a loan officer in this tough housing market, don’t miss this powerful conversation with Tom Ferry.

Follow Tom Ferry

Instagram: @TomFerry - https://www.instagram.com/tomferry/

Facebook: @TomFerry - https://www.facebook.com/TomFerry

LinkedIn: Tom Ferry - https://www.linkedin.com/in/tomferry1/

YouTube: Coach Tom Ferry – https://www.youtube.com/user/RealEstateTrainingTF

Have a question you’d like Geoff to answer on the podcast? 

Leave a quick voicemail at www.askgeoffanything.com, and you could be featured in the next AMA episode!

Want to Host Realtor Classes That Fill Seats & Your Pipeline, Without Doing It All Yourself?

If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success.

See if myAgent Classes is the right fit for you.

Watch the Video Summary Here

Connect With Geoff

📸 Connect on Instagram

💼 Connect on LinkedIn

📹 Subscribe on YouTube

SAY THANKS

💜 Leave a review on Apple Podcasts

🟢 Leave a rating on Spotify

Sneak Peek Inside Members Only Mastermind Call20 Oct 202301:05:30

In this episode, you’re getting a glimpse inside the Members Only Coaching Call.

Each week, we meet with fellow ambitious Mortgage Loan Originators from across the country. Our primary focus is leading with education in our local market to attract our ideal agent partners and grow our business.

We also share ideas, work on mindset and accountability, social media strategies and more.

If you like what you hear, book your call to learn more!

Listen in to continue to pivot, innovate, adapt, and overcome!

Episode Resources:

  • Book Your Call Here to Learn More About myAgent Classes
  • Join the Podcast Facebook Group Here

Closing 38 Loans From Posting Videos13 Oct 202300:43:21

In this episode we talk with "The Mortgage Dads" as they unpack their journey into going all in with video online. Directly from posting video content, they've closed over 38 loans and they're just getting started.

Listen and apply what you learn from this episode. Be inspired to take action and soon you'll be adding loans to your pipeline directly from your online content.

Episode Resources:

Follow James & Travis

Get More Agent Referrals/myAgent Classes

Join the Facebook Group

Creating Residual Income in Your Mortgage Business05 Oct 202300:42:56

Today we're talking with Kevin Ducey about diversifying your income. Kevin is the Vice President Of Business Development at Comma Insurance. He has a wealth of experience in mortgage marketing strategies and building residual income.

His perspective on "mortgage marketing strategies: reviews, success stories, and insurance investment" is that investing in an insurance agency can be a viable option for mortgage professionals looking to build scale, autonomy, and recurring residual income.

Kevin encourages listeners to consider investing in their own insurance agency, highlighting the potential benefits of not requiring excessive time, hiring, or securing a location.

Episode Resources:

Learn More About Comma

Get More Agent Referrals/myAgent Classes

Join the Facebook Group

Master the Market of the Moment29 Sep 202300:20:59

Today, we’re master the market of the moment AND celebrating 300 episodes of Mortgage Marketing Radio with host Geoff Zimpfer.

Listen in to continue to pivot, innovate, adapt, and overcome!

Episode Resources:


Lessons in Lead Generation and Marketing Automation19 Sep 202300:33:53

This episode is the prequel to my recent conversation with Michael McAllister about becoming a NextGen Mortgage Originator.

We talk about the evolution of marketing technology, the consumer journey and the new partnership Michael and I are announcing.

Learn More About High Level

Learn More About myAgent Classes

What is a NextGen Mortgage Originator?07 Sep 202300:41:55

A NextGen Mortgage Originator is one who embraces both the traditional sources of business like database, referral partners and an online presence using digital tools and platforms to attract and engage consumers directly.

In this episode Michael McAllister, the founder of EmpowerLO and I unpack both the importance of becoming a NextGent Originator and how to get there.

We talk about your personal brand, social media, High Level marketing automation and why leading with education is your killer app.

Be sure to check out the episode resources listed below. Join the Facebook Group and let's continue the conversation!

Episode Resources:

High Level Facebook Group

Learn About myAgent Classes

Check Out EmpowerLO

Leave a Podcast Review

How to Identify Your Ideal Clients and Partners31 Aug 202300:53:32

On this episode we talk with Sam May who's leading a small team of mortgage originators in the Solana Beach, CA area. They're on pace to close $100 Million in funded loans in 2023.

Sam is crushing it with his local agents, teaching classes and building a well-known personal brand for his team.

Listen in as we discuss how to identify your ideal client and create content that attracts them. We also dig into creating video content, building your social media followers and attracting agents vs chasing.

Episode Resources:

Follow Sam on Instagram

Book a Call With Geoff

Join the Facebook Group

Closing Five Loans from Teaching Classes28 Aug 202300:14:33

Today we're bringing another Mortgage Marketing PRO member success story to you.

What if you could host one or two agent classes per month and fund five loans or more every time you did. Would you be open to learning more?

This episode features Louie Wickett with Homeside Lending and how he's funded 5 loans from teaching just two classes.

Are you ready to say goodbye to cold-calling agents and get referrals on demand like Louie?

Check out the links below for more details.

  • Learn More about the Mortgage Marketing PRO Membership
  • Join the Podcast Facebook Group Here

The Truth About Recruiting17 Aug 202300:44:10

Today's episode is a candid conversation about recruiting in the mortgage industry. The truth, lies and misconceptions about signing bonuses, compensation, company leadership and how to know when it's time to leave or time to stay at your current company.

Andy Stewart is the VP of Operations and Dave Hendriksen is the SVP of Sales and Business Development for Homeside.

In their combined 40+ years of mortgage industry experience, they've seen and heard it all. Our conversation will help you get clear on some of the important considerations around changing companies and your career path.

Episode Resources:

Visit Homeside to learn more.

Leave Me a Google Review

Rethink Everything You "Know" About Social Media04 Aug 202300:59:15

On today's episode you get a sneak-peek inside one of our weekly Mortgage Marketing PRO Member coaching calls.

We host four calls each month and one of those four calls features a special guest who is a subject matter expert.

On this call, our guest is Kyle Draper. Kyle has helped thousands of REALTORS® and mortgage professionals leverage their personal stories to generate millions of dollars in business. His expertise in social media marketing and storytelling through content is renowned across the industry. He is currently the founder of KyleDraper.com and ContentCompounding.io, and speaks around the country helping driven professionals discover their story, and grow their business through the power of social media.

Episode Resources:

  • Visit Kyles Website Here
  • Connect With Kyle On Instagram
  • Learn More about the Mortgage Marketing PRO Membership
  • Join the Podcast Facebook Group Here

How to Get Realtor Referrals as a Loan Officer (No Cold Calling)31 Aug 202500:35:51
🛑 Want more Realtor referrals as a Loan Officer without chasing, cold-calling, or paying for leads? 👉 Discover the proven Realtor referral system top mortgage professionals use to double Realtor partnerships and generate consistent mortgage leads: https://www.go.myagentclasses.com In this episode of Mortgage Marketing Radio, top-producing loan officer Paul Parsons (aka the “Home Loan Superhero”) reveals how he consistently closes 30+ mortgage loans per month by focusing on Realtor relationships, first-time homebuyer strategies, and building a scalable referral-based mortgage business. You'll learn how he: • Attracts top-tier Realtor partners (and turns down the wrong ones) • Uses TikTok + Instagram to generate purchase leads • Hosts monthly first-time homebuyer classes that convert • Tracks his pipeline with daily contact goals • Built a system-driven team and onboarding process ⏱️ TIME STAMPS 00:00 Intro 00:40 Record Months & Down-Market Mindset 02:20 First-Time Buyer Focus & State DPA Programs 04:10 Units, Loan Size, and Daily Sales Fundamentals 05:50 Realtor Partner Strategy: Selective & Aligned 07:40 Team Structure: Juniors/LOAs, Capacity & Quality Control 09:30 Smart Lead Spend: Shared Ads, Profit Math & Exclusivity 11:40 Prospecting Top Agents: Social Listening & Value-First Outreach 13:30 12-Week Realtor Onboarding: Weekly Strategy Calls 15:20 TikTok Lives → Online Homebuyer Seminars → Applications 17:10 Soft-Pull Prequal Workflow & Follow-Up System 18:50 Finish 2025 Strong: Call Targets, CPA, and Growth Levers (Outro) CONNECT WITH PAUL Instagram: @homeloansuperhero 🎧 LISTEN TO THE PODCAST: Apple → https://apple.co/4aNr3qd Spotify → https://spoti.fi/3vL0Byv 📱 CONNECT WITH GEOFF: Instagram: @geoffzimpfer LinkedIn: @geoffzimpfer
Closing $80 Million in a Challenging Market27 Jul 202300:58:42

Paige Bowman is the founder and team leader of The Mortgage Collaborative based in Houston, TX. Her mission is to change people from renters into homeowners. She leads the #1 All Female Team in Houston and is on pace to fund $80 Million in 2022. She's also an avid traveler and self-acclaimed "sneaker-head."

You can follow Paige on Instagram to connect and get a look at her amazing content.

Resources:

Get more agent referrals in less time. CLICK HERE to learn more about the Mortgage Marketing PRO Membership.

Join the podcast Facebook Group HERE.

The Mindset You Need for The Current Market19 Jul 202300:36:05

On this episode we catch up with Todd Duncan. He is the founder and CEO of the Todd Duncan Group, the most sought after coaching, training, and events company for high performing sales professionals, a 2X NYT bestselling author with over 17 books, and was a top 1% Loan Originator financing over 5,000 transactions in 12 years.

The current mortgage market is challenging and unexpected, with interest rate acceleration, consumer confidence dip, and inflation affecting loan officers.

Despite the challenging market, there is still a significant demand for mortgages, with millions of homes requiring financing.

The question is what is the mindset and actions needed to survive and thrive in the current market. We will answer that and more on this episode.

Check the links below for podcast resources.


Check Out Todd Duncan's High Trust Sales Academy


Use PROMO CODE: HTSACompany2023



Get More Agent Referrals With myAgent Classes Here

How I Became a Successful Mortgage Originator11 Jul 202300:56:33

On today's episode we talk about:

  • Why attracting agents is more effective than chasing them.
  • Tips on presenting and selling.
  • The power of teaching agent classes to reach a larger audience and generate more referrals.
  • Hosting events and creating valuable content for building relationships and growing a mortgage business.
  • Tips on starting a podcast.

Follow Eric On Instagram Here

Check Out Eric's Podcast Here

Get More Agent Referrals by Teaching Agent Classes [Click Here]


Join the Podcast Facebook Group Here

PRO Member Gets Referral With Every Agent Class29 Jun 202300:17:03

In this episode we talk with Mortgage Marketing PRO Member Carmella McGonegal about how she's growing her mortgage referrals from agents by hosting agent classes.

She shares her experience as a PRO Member and the impact to her business since joining.

Episode Resources:

  • Learn More About Mortgage Marketing PRO
  • Join the Podcast Facebook Group Here

How To Get 300+ Five-Star Google Reviews21 Jun 202300:42:15

In this episode, John Cornish shares his expertise on how to improve the Google five-star review process for his business and his REALTOR partners.

He shares his passion for helping REALTORs educate themselves on Google profile optimization and believes that by implementing his process, REALTORs can improve their online reputation and generate more business.

John's process for improving Google reviews has helped him build a strong online reputation, with over 300 five-star Google reviews. He notes that this has directly led to an increase in online leads and business opportunities.

  • Connect with John on Instagram Here
  • Learn More about the Mortgage Marketing PRO Membership
  • Join the Podcast Facebook Group Here

Building Your Wealth Advisory Team to Get More Referrals14 Jun 202300:59:47

In this episode, we had the privilege of sitting down with Justin Stoddart, author of "The Upstream Model: Hidden Secrets to Building a Massive Referral Business While Crushing Big Tech Competitors".

We dive deep into the concepts of moving upstream from Solicitor to Peer and Mentor.


Here's a rundown of what we discussed:

  • The traditional way of selling is no longer effective.
  • The Upstream Model is a new approach to selling that focuses on building relationships with key influencers - your Wealth Advisory Team.
  • Building your own Wealth Advisory Team has a number of benefits over traditional sales methods, including higher close rates, less time spent on sales, more predictable greater income.
  • If you are looking for a more effective way to grow your business, I encourage you to attend our FREE Wealth Advisory Team preview call.

  • RSVP HERE

We're going to unpack this new platform to help you grow your own local Wealth Advisory Team and build a consistent flow of quality referrals from high caliber professionals, just like you.


RSVP for the Wealth Advisory Team Call

  • Learn More About Mortgage Marketing PRO
  • Join the Podcast Facebook Group Here

How Glenda White Closed Over $7 Million in Agent Referrals08 Jun 202300:18:28

In this episode, we unpack how Glenda White closed over $7 Million in Agent Referrals (and how you can too)

Episode Resources:

  • Learn More About Mortgage Marketing PRO
  • Join the Podcast Facebook Group Here

The #1 Purchase Originator in the Nation24 May 202300:50:54

Welcome to another exciting episode of Mortgage Marketing Radio! 

In this episode, we have a special guest, Matt Weaver, joining us. 

Matt is not only the #1 purchase loan originator in the nation but also an expert in leveraging real estate agent partnerships for his business.

During our conversation, Matt shares his valuable insights on how he consistently generates a substantial amount of business and referrals through real estate agents. 

One of his most effective strategies is hosting educational events specifically tailored for agents. 

These events create connections, foster relationships, and ultimately lead to a steady stream of business opportunities.

In this episode, you'll learn:

• How Matt Weaver became the top purchase loan originator in the nation.

• The importance of building strong relationships with real estate agents.

• The step-by-step process for hosting successful educational events 

• Proven techniques to effectively connect with and educate real estate agents.

• Actionable tips for nurturing and maintaining agent partnerships.


To learn more about Matt Weaver and his expertise, visit his website at crosscountrymortgage.com/weaver

Be sure to check out the episode resources, including a free case study featuring Chris Coghill's success story, which you can download at locasestudy.com.


Join our vibrant Podcast Community on Facebook Here.


And if you want to grow your agent referrals using events like Matt Weaver, consider becoming a Mortgage Marketing PRO member Here.

Secrets of Connecting that Lead to Converting18 May 202300:49:18

In this episode, we dive into the world of real estate and uncover the strategies that mega agents use to effectively convert leads into clients.

Our special guest, Grant Wise, a renowned expert in content and video marketing, joins us to reveal the secrets behind successful lead conversion through the power of connection.

Grant shares his wealth of knowledge on leveraging content and video marketing to establish meaningful connections with potential clients. We explore the importance of creating engaging and relevant content that resonates with your target audience, ultimately building trust and credibility.


The conversation takes a deep dive into the art of remarketing content on various social media platforms. Grant explains how real estate agents can maximize their reach and impact by strategically repurposing content to reconnect with prospects, reinforcing their message and increasing the chances of conversion.


Tune in to discover the insider tips and tricks that mega agents utilize to connect and convert at a higher level.


Whether you're a seasoned real estate professional or just starting your journey, this episode will provide you with actionable strategies to enhance your lead conversion game and drive greater success in your business.


Episode Resources:


Download the free Chris Coghill case study at www.locasestudy.com


Join the Podcast Community in Facebook Here


Become a Mortgage Marketing PRO Member Here

Closing $36 Million in Agent Referrals09 May 202300:22:39

Welcome to our latest episode of the podcast, where we bring you stories of people who have achieved great success in their careers.

Today, we are joined by Chris Coghill, a loan officer who has closed an impressive $36 million in loans referred by real estate agents.

Chris has achieved this by teaching agent classes and building relationships with real estate professionals in his area.

In this episode, Chris shares his journey and the strategies he has used to build his business. One of the key strategies that Chris has used to build his business is teaching agent classes.

He talks about the benefits of teaching classes, such as building trust and establishing himself as an expert in his field.

Here are some of the key takeaways from this episode:

  • Building relationships with real estate agents is key to success in the loan officer industry.
  • Teaching agent classes is a powerful way to build trust and establish yourself as an expert.
  • When working with real estate agents, it's important to focus on adding value and building long-term relationships.
  • By following these strategies, loan officers can generate significant business and build a successful career.

To learn more about Chris Coghill's journey and strategies, download the free case study at www.locasestudy.com

Join the Podcast Community in Facebook Here

Become a Mortgage Marketing PRO Member Here

From Likes to Loans: How to Convert Social Posts Into Clients20 Aug 202500:16:04

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

You’ll learn how to:

  • Choose the right social platform to prioritize for conversions.
  • Move beyond posting for vanity metrics and start generating real conversations.
  • Create a simple, repeatable follow-up flow once a lead reaches out.
  • Turn casual engagement into booked calls and, ultimately, funded loans.

Whether you’re just getting started with social or you’ve been posting for years without much traction, this episode will give you the clarity and confidence to start converting.

Have a question you’d like Geoff to answer on the podcast? 

Leave a quick voicemail at www.askgeoffanything.com, and you could be featured in the next AMA episode!

Want to Host Realtor Classes That Fill Seats & Your Pipeline, Without Doing It All Yourself?

If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success.

See if myAgent Classes is the right fit for you.

Schedule a Call with Geoff

Connect With Geoff

📸 Connect on Instagram

💼 Connect on LinkedIn

📹 Subscribe on YouTube

SAY THANKS

💜 Leave a review on Apple Podcasts

🟢 Leave a rating on Spotify

How to Get Maximum ROI from Your CRM02 May 202300:36:56

In this episode, we speak with Spencer Dusebout, CEO of Aidium, a leading CRM platform. Spencer shares his insights and expertise on How to Get Maximum ROI from Your CRM, providing practical tips and strategies for getting the most out of your CRM investment.

From understanding the key features and capabilities of your CRM platform to developing effective workflows and automations, Spencer's advice is invaluable for anyone looking to streamline their business processes and improve their bottom line.

As a seasoned entrepreneur and business leader, Spencer brings a wealth of experience and knowledge to the table, and his insights are sure to help listeners achieve greater success in their businesses.

To learn more from Spencer and connect with him directly, be sure to visit Aidium's website at www.aidium.com/.

Get the Case Study: Chris Coghill Closed $36 Million in Agent Referrals

Join the Podcast Community in Facebook Here

The No B.S. Guide to Unlocking Trust With Clients and Partners27 Apr 202300:44:30

In this episode, we speak with Shivani Peterson, a trusted advisor and consultant who has helped countless clients and partners build strong, lasting relationships based on trust and transparency.

Shivani shares her No B.S. Guide to Unlocking Trust, revealing the key principles and strategies that have helped her clients achieve success in their businesses and personal lives.


From understanding the importance of authenticity and vulnerability to developing clear communication and accountability, Shivani's insights and advice are invaluable for anyone looking to build trust with clients and partners.


To learn more from Shivani and connect with her directly, be sure to follow her on Instagram at @shivpeter and visit her website.


Get the Case Study: Chris Coghill Closed $36 Million in Agent Referrals


Join the Podcast Community in Facebook Here

Marketing Lessons in Becoming #1 in Market Share and Closing $4 Billion in Loan Volume19 Apr 202300:46:43

Our special guest for this episode is Quinton Harrris. He's a VP with Bank of England Mortgage. In 2011, he challenged his team to go on a journey with him to change the industry’s traditional lending model.

The challenge succeeded, and together they have become the #1 branch in the organization for 6 years in a row while gaining a #1 market share in Northeast Florida.


He's also Host of the Podcast What's Your 1 More and Co Founder of The Market Distillery which helps real estate agents become better marketers.


Connect with Quinton Here:


Instagram

Podcast

The Market Distillery


See how PRO Member Chris Coghill closed $36 Million in loans referred by real estate agents with NO cold-calling, NO chasing and NO co-paying for leads.


Click Here to Learn More

Secrets of Converting Online Leads to Closed Sales10 Apr 202300:56:00

On this episode we're talking with top producing Mortgage Loan Originator Kyle Wright with American Pacific Mortgage.

Kyle closed 138 loans in 2022 with a balance of 90% purchase. His primary source of business is real estate agents but you'll hear how Kyle is teaming up with agents to co-invest in online paid leads.

This is a crash course in how to build a high volume of paid leads that convert with a positive ROI for your business. Listen and take notes!

Making Sense of the Market28 Mar 202301:05:22

In this episode, we go deeper on the topic of becoming more financially literate to become a trusted advisor for our clients and convert more prospects. We also talk about the impact of ChatGPT and how to leverage this tool for your business.

Episode Resources:

  • Join Borrow Smart University
  • The National Institute of Financial Education Facebook Group
  • Learn More About Mortgage Marketing PRO
  • Join the Podcast Facebook Group Here

"Members-Only" Mortgage Marketing Pro Coaching Call22 Mar 202300:22:08

Today, we're getting a glimpse inside the Members Only Coaching Call from Mortgage Marketing Pro. If you like what you hear, join us at the link below!

Listen in to continue to pivot, innovate, adapt, and overcome!

Episode Resources:

  • Get More Agent Referrals Here
  • Join the Podcast Facebook Group Here

How This LO Got 17 Contracts In One Month from Social Media08 Mar 202300:52:52

Today, we're learning how social media can grow YOUR bottom line. Josh Dobson is here to show us how.

Listen in to continue to pivot, innovate, adapt, and overcome!

Episode Resources:

  • Follow Josh Dobson on Instagram Here
  • Follow Josh on TikTok Here
  • Get More Agent Referrals Here
  • Join the Podcast Facebook Group Here

Mentioned in this episode:

MortgageMarketing.pro

Get more agent referrals, with https://MortgageMarketing.pro

How to Attract, Connect and Convert Real Estate Agents28 Feb 202300:55:53

In this episode, Megan Galbraith, the Chief Marketing Officer of Foundation Mortgage, reveals how she attracts, engages, and converts real estate agents by providing educational content.

Episode Resources:

Follow Megan on Instagram Here 

Get More Agent Referrals Here 

Join the Podcast Facebook Group Here

Mentioned in this episode:

MortgageMarketing.pro

Get more agent referrals, with https://MortgageMarketing.pro

The New Must Have Technology for Mortgage Originators16 Feb 202300:48:01

Today, we're getting the details on the new MUST HAVE tech for Mortgage Originators. The team from Trust Engine is here to show us.

Listen in to continue to pivot, innovate, adapt, and overcome!

Episode Resources:

  • Learn More About Trust Engine Here
  • Check Out Mortgage Marketing PRO Here
  • Join the Podcast Facebook Group Here

Mentioned in this episode:

MortgageMarketing.pro

Get more agent referrals, with https://MortgageMarketing.pro

Real Talk with Brad Lea26 Jan 202300:50:05

Today, we're getting REAL, and special guest Brad Lea is here to lead the way.

Listen in to continue to pivot, innovate, adapt, and overcome!

Episode Resources:

  • Connect with Brad Here
  • Get More Agent Referrals Here
  • Join the Podcast Facebook Group Here

Mentioned in this episode:

MortgageMarketing.pro

Get more agent referrals, with https://MortgageMarketing.pro

Closing 20+ Loans a Month in This Market14 Aug 202500:38:05

Want to Host Realtor Classes That Fill Seats & Your Pipeline, Without Doing It All Yourself?

If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success.

See if myAgent Classes is the right fit for you.

Schedule a Call with Geoff

Episode Summary:

In today’s challenging mortgage market, many loan officers are struggling to keep business flowing. But Paul Parsons, known as the Home Loan Superhero, is consistently closing 20–30 loans every single month.

Whether you’re a mortgage loan officer, branch manager, or sales leader, this conversation will give you a blueprint to grow your business in any market. Paul shares the systems, scripts, and strategies that are driving his success, and how you can implement them to win more deals without chasing every agent in town.

Key Takeaways:

  • How Paul’s “selective partnership” approach creates loyalty and repeat referrals.
  • Why focusing on first-time buyers is a winning strategy in today’s market.
  • How TikTok and virtual homebuyer seminars are turning browsers into buyers.
  • The Realtor onboarding process that builds trust and differentiation.
  • How to avoid the “transaction recession” mindset and grow regardless of market conditions.

Connect With Paul:


Instagram

TikTok


Connect With Geoff

📸 Connect on Instagram

💼 Connect on LinkedIn

📹 Subscribe on YouTube

SAY THANKS

💜 Leave a review on Apple Podcasts

🟢 Leave a rating on Spotify

ASK GEOFF A QUESTION

❓ Ask Your Question Here

Why Referral Partners Are More Profitable than Paid Leads19 Jan 202300:50:15

Today, we're parsing the value of referral partners vs paid leads, and special guest Chris Johnstone is going to show us how.

Listen in to continue to pivot, innovate, adapt, and overcome!

Episode Resources:

  • Free Training from Chris Click Here
  • Get More Agent Referrals Here
  • Join the Podcast Facebook Group Here

Mentioned in this episode:

MortgageMarketing.pro

Get more agent referrals, with https://MortgageMarketing.pro

How to Reclaim Your Confidence and Live Your Best Life!12 Jan 202300:43:33

Today, we're reclaiming our confidence & living our best lives, and special guest Nada Nasserdeen is going to show us how.

Listen in to continue to pivot, innovate, adapt, and overcome!

Episode Resources:

  • Connect With Nada Here
  • Get More Agent Referrals Here
  • Join the Podcast Facebook Group Here

Mentioned in this episode:

MortgageMarketing.pro

Get more agent referrals, with https://MortgageMarketing.pro

How to Double Your Database and 10X Your Production06 Jan 202300:51:50

Today, we're growing our database & our production, with special guest Wally Elibiary

Listen in to continue to pivot, innovate, adapt, and overcome!

Episode Resources:

  • Connect With Wally Here
  • Follow Wally on Instagram Here
  • Get More Agent Referrals Here
  • Join the Podcast Facebook Group Here

Mentioned in this episode:

MortgageMarketing.pro

Get more agent referrals, with https://MortgageMarketing.pro

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