Mortgage Masterminds

Considered by many to be the nation's leading Mortgage Marketing Coach, Doren Aldana is the founder of several highly acclaimed training programs, including Autopilot Referral Systems, Client Acceleration Formula and the 7-Figure Lender Academy.He is a contributing author for Mortgage Professional America, CMP Magazine,The Mortgage Journal, and other mortgage industry publications. He is also the founder of the #1 mortgage marketing group on Facebook, The Art of Mortgage Marketing.Since 2005, Doren has trained thousands of mortgage professionals how to utilize his mortgage marketing secrets to close more deals with less effort, regardless of market conditions.In fact, due to his high-impact mortgage marketing solutions (and a whack-load of success stories), Doren was awarded the prestigious “Best Industry Service Provider” award three years in a row at the Canadian Mortgage Awards. Won the BEST INDUSTRY SERVICE award three times in a row.Book a call with Doren at mortgagemarketingcoach.comSchedule Your Free Strategy SessionFollow Us On Social Media LinkedIn Facebook Instagram YouTube

Michael McAllister is the president of EmpowerLO. Empower Funnels is a marketing and technology company based out of Meridian, Idaho that exclusively services mortgage loan officers/mortgage brokers. Their lead generation service is best in class at helping loan officers build their purchase pipeline with high-quality mortgage leads BEFORE they get to a real estate agent.Get 30 days free trial when mentioning you were referred to EmpowerLO from this podcast! Schedule Your Free Strategy SessionFollow Us On Social Media LinkedIn Facebook Instagram YouTube TikTok

Tim Herman is the CEO of UpEquity, a veteran-owned, digital mortgage company that specializes in transforming everyday homebuyers into cash buyers. With two flagship programs, Buy With Cash and Buy Before You Sell, UpEquity is a real estate Power Buyer with a mission to create equal access to the American Dream.As a Texas-based mortgage brokerage, UpEquity supports conventional home loans, including jumbo loans and VA loans, and offers competitive rates, exceptionally fast closes, and full transparency in costs and fees. At UpEquity, they believe in a painless mortgage experience, whether you're buying, selling, investing, or refinancing. Schedule Your Free Strategy SessionFollow Us On Social Media LinkedIn Facebook Instagram YouTube TikTok...

As an experienced mortgage professional, Matt has the knowledge and expertise to empower borrowers as they explore their options. Ensuring that borrowers make the right choice for their unique situation is Matt's ultimate goal. Matt is partnered with UMortgage, a purpose-driven mortgage brokerage committed to providing a top-notch experience to everyone they work with. No matter where borrowers are at in their homeownership journey, they are ready to assist, advise, and empower borrowers to meet their goals. They know that everyone's financial situation is different, so they offer loan options and services that are unique to every borrower.Check Matt's YouTube Channel_ _ _ Schedule Your Free Strategy SessionSchedule Your Free Strategy SessionFollow Us On Social Media LinkedIn Facebook Instagram YouTube TikTok...

Matt Muscat is passionate about great marketing, great people, great food, and great world travel adventures! While earning his bachelor's and master's degrees from Michigan State University he studied the digital side of marketing and has a deep passion for making the complex simple in the world of marketing. As the Marketing Director at Treadstone Funding, one of the nation's top boutique mortgage lenders, Matt has had the opportunity to meet professionals in all aspects of residential real estate. He has been able to collaborate on the best methods and practices with some of the top lenders and top real estate professionals in the country and create fantastic ways to leverage specific techniques to increase results for real estate professionals. As the Founder/Owner of Maltese Marketing, a boutique digital marketing firm headquartered in Grand Rapids, Matt and his team have served clients in 38 states and 4 countries to help them advance their digital marketing to create tangible results. Matt finds great enjoyment in being a professor of digital marketing at a local university and is often available (especially if the location is warm) to speak to groups of all sizes. Matt has an amazingly supportive wife and young son who are also his favorite accomplices for trips of all kinds during which they enjoy checking out new and far away restaurants.

Chris Mitchell is a licensed Mortgage Loan Originator (NMLS #1992583) working with buyers with credit scores of 580 and up in all 50 states. Personally licensed in Florida (LO77613) and North Carolina (I-196775). Chris is an FHA, VA, Jumbo, and Refinance specialist,  Reverse Mortgage (HECM - Home Equity Conversion Mortgage) Certified, and H4P 'Reverse to Purchase' Certified helping buyers buy a home with NO MORTGAGE PAYMENT!Chris does lending on new construction and rehabilitation loans with a proven record of strong financial and business modeling abilities. He has 10+ years of progressive success in sales in various industries.

Karl Jacob is a serial entrepreneur who has been building, advising, and investing in companies for the last 20 years. During his career, Karl has raised 23 rounds of financing from a wide range of investors, including True Ventures, Baseline Ventures, Richard Branson's Virgin Group, Microsoft, eBay, Integral Partners, Norwest Ventures, Greylock, Benchmark Capital, FT Ventures, Ignition Partners and Vulcan Ventures. Many of Karl's companies have been successfully acquired, including Dimension X, acquired by Microsoft; Keen/Ingenio, acquired by AT&T; Cloudmark, acquired by ProofPoint; and Coveroo, acquired by Zazzle. Across his various tenures as a start-up CEO, Karl has generated hundreds of millions of dollars in investor returns and up to $150 million in revenue per year. In 2005 he joined Facebook as one of its first advisors and has gone on to advise several other companies. Karl is also a prolific angel investor and mentor for start-up companies including Mayvenn, June, Healthtap, Everlane, Skillshare, Rescale, Memsql, Haven, Shippo and many others. He holds a B.S. in Computer Science from the University of Southern California's Engineering School, where he sits on its board of counselors.

Steven Winokur is the Chief Marketing Officer for Angel Oak's lending companies and oversees the marketing and branding initiatives for those entities.Steven has over 24 years of experience in marketing and branding in both corporate and agency environments. Prior to Angel Oak, Steven was Vice President of Marketing for Buyers Protection Group, a national home warranty/home inspection firm. Prior to that, he was the Assistant Vice President of Marketing and Brand Equity for United Guaranty. For over 10 years prior to that, Steven was a partner in two different brand and marketing communications agencies.Steven holds an MBA from Emory University and a B.S. degree from the University of Miami. 

Krish Dhokia is an innovator, entrepreneur, blogger, life-long student of technology and marketing, and on occasion – a teacher of these subjects. Professionally, he began his career in the marketing arena, playing a leadership role with the implementation of social networking in mainstream marketing and transitioned into developing genius "outside the box" initiatives in boosting Search Engine Optimization for various companies. It's been through these methods that Krish has been able to help Kind Lending as their SVP of Marketing and Business Development. Kind Lending is now able to deliver more to their customers and succeed in ways many in the mortgage industry couldn't imagine.

Director of Digital Mortgage of Synergy One Lending, Eric Capehart, realizes everyone is afraid of technology taking over the industry, and embraces that fear. With the help of the team at Synergy One, Eric has found that there's a perfect combination of human elements and technology to elevate the loan officers and not bypass them. Join Richard and Eric for this deep dive into modernizing the mortgage industry!

President of Liberty Home Mortgage, Khash Saghafi stops by to talk with Richard about the successes he's found in his career, and how the things that he learned in the beginning of his career aren't necessarily the things that have sustained the success. Stripping down the extra pieces and making it simple and straightforward has turned out to be the keys to Khash's success and he explains how he came to this solution.

Following nearly 20 years of work as a loan officer, Max Leaman decided enough was enough. He was no longer just going to settle for being a branch manager, he was ready to handle his own business. That's when Leaman Team was formed, and later became Loan People in 2020. It was then that Max unlocked the puzzle to success in the industry! Join Max and the Founder of Sales Boomerang, Alex, as they call out the industry and discuss new methods to improve an antiquated system! 

After taking a trip through the corporate lending field, Eric Hoffner found himself out of place, and after some searching founded StrongBox Home Loans. Now a Founder and the President of StrongBox Home Loans, Eric has found the right combination of knowledge, experience, and professional networks to secure the most appropriate home loan to fit their clients' needs. This combination led to a booming first two years of business, before hitting a wall at the end of 2021. It was this right combination that led Eric through the tougher months while still giving the clients their best-fit loan opportunities.

Founder and President of Journey Home Lending, Rod Shuster tells us the origins of Journey Home Lending, and how they got to the place they are today. Utilizing technology, experience, know-how and grit, Rod now develops custom home loan strategies that help clients make smarter decisions over time. Rod's expertise includes creating wealth-building mortgage strategies for clients and providing leadership, coaching and advice to other financial industry professionals and companies. 

Standing independent is a core focus that Bank 34 and CFO, Michael Sheneman, holds strong in their day-to-day work. What does it mean to Stand independent? It means Bank 34 supports small businesses and local towns in a way that the bigger entities can't. In helping his local markets in Arizona and New Mexico, Michael explains how that has led to a stronger Bank 34 and client relationship.

From intern to President, AJ Franchi has been through the ups and downs of the mortgage market with Gold Star Mortgage Financial Group, learning the best practices on the front line of every department. Using a breadth of technology to assist their originators, AJ shares why their team is filled with professionals who provide added value to the client, and not with the toxic rate slinger's that you see in the market.

CEO of ACE Lending Group, Elyin Perez talks about his journey from setting the deadline of leaving his old position to starting his own business, the impact of the pandemic and shutdown, and how he still managed to make his first deal before his license ever arrived. Elyin also shares how despite all of those circumstances, he was able to keep a work-life balance while continuing to grow.

Co-Founder and Chief Bonzo-er, Jason Perkins shares the story of how Bonzo came to be. From just the thought of the product to getting their first paying customer, Jason shares how they've balanced both small and large clients successfully. Given the new integration between Sales Boomerang and Bonzo, the idea of using the old school technology is now an afterthought, and these integrations are making the user's life simpler and more effective.

Mark Gordon, CRO and Executive Coach for Princeton Mortgage, shares how the conversations between the leadership and his sales team are one of the integral factors in bucking the trend and finding success in retail origination and purchase transactions.

Michelle Berman, CEO and Founder of Berman Media PD, shares her secrets that has made the Instagram Power Method the go to for promoting your business and getting results on social media. Whether it's behind the scenes funny moments or vulnerable personal tales, being your true self on social media is the one thing Michelle will always recommend first.

Richard brings in Chris Clow, Editor of Reverse Mortgage Daily, to discuss the newest Sales Boomerang tool for reverse mortgages, what reverse mortgages are, the pros and cons, and why it would benefit your business to start offering reverse mortgages. 

Scott Payne, CEO of SDP Solutions, joins Richard to discuss Velocify and other CRM automation, strategies, and workflows that help improve businesses' lead sources and the quality of those leads. Scott also shares his passion for Mortgage Professionals Providing Hope, and why it's important to him.

Richard Grieser sits down with Adam O'Daniel, SVP of Marketing for Open Mortgage, to talk about Open Mortgage's processes for growth and success. Adam also explains why it's important to champion your expertise to help people reach their dreams. 

Carol Taylor, Chief Marketing Officer at V.I.P. Mortgage, Inc., enlightens Richard on the advantages of social media marketing in the mortgage lending industry, and how age isn't necessarily the disadvantage you might expect on social media.

Richard Grieser brings in Mortgage Planner Ken McKee, Branch Manager at Canopy Mortgage. Ken explains his “Winning with Realtors” plan, and how simply taking care of your clients and realtors on both sides of a transaction and having everything planned out will only lead to success for your business.

Montell Watson has experienced the scarcity mindset that has prevented him from thinking he could own a home. Now as the Director of Movement Direct at Movement Mortgage, Montell shares with Richard how he is helping more minority Americans get into a home and providing them with the education to stay in the home. 

Jack Suddarth, President of Equity Wave Lending, Inc., joins Richard Grieser to share his journey of reinvention while navigating the sub-prime lending bubble, the start of the flipping homes market, and now back to the mortgage lending field, and the lessons he learned along the way.

Richard Grieser welcomes Brian Waldron, Senior VP of Lending/CLO at Hudson Valley Federal Credit Union, as Brian shares how investing in their employees and giving them every opportunity to succeed is fueling Hudson Valley's growth.

Richard Grieser talks with Steve Richman, National Director of Strategic Growth & Branding at VanDyk Mortgage, about the "11th Law of Leadership," namely, sincerity, and why it's so important for success in business and in life.

Host Richard Grieser talks with Pablo Troncoso, Director of Training & Adoption and Head of Strategy at Sales Boomerang, about why building a winning team is crucial for success.

Welcome to Mortgage Masterminds!In the first episode, co-hosts Richard Grieser,  Alex Kutsihin, and Pablo Toscano, leaders of Sales Boomerang, give you the lowdown on why they started a podcast and what you can expect from upcoming episodes: namely, insights and knowledge from the best and brightest minds in the industry.