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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.
288 - The Insider's Guide to DSCR Loans with Phil Ganz In this episode of the Real Estate Investor Growth Network podcast, hosted by Jen Josey, the discussion kicks off with a compelling segment on the essential nature of property inspections for investors. Jen outlines five critical reasons why skipping this step can be detrimental to your real estate ventures. The heart of the episode features an in-depth interview with Phil Ganz, the President and Founder of Next Wave Mortgage. With over 25 years of industry experience, Phil shares his journey from aspiring Peace Corps volunteer to a respected figure in the mortgage sector. He delves into the intricacies of DSCR loans, explaining their benefits and providing strategic advice for both novice and seasoned investors. Listeners are also treated to Phil's personal anecdotes and insights on overcoming obstacles, the importance of mentorship, and his commitment to helping others achieve financial independence through real estate investing. 00:00 Introduction to REIGN and Host Jen Josey 01:02 Today's Topic: Importance of Property Inspections 03:06 Guest Introduction: Phil Ganz 04:11 Phil Ganz's Journey in the Mortgage Industry 09:04 Challenges and Successes in the Mortgage Business 22:27 Starting Next Wave Mortgage and Helping Investors 24:15 Understanding DSCR Loans for Investors 31:42 Understanding Prepayment Penalties 33:17 The Importance of 30-Year Fixed DSCR Loans 35:02 Pitfalls of Adjustable Rate Mortgages (ARMs) 37:00 Lessons from Real Estate Mistakes 44:38 Phil Ganz's Personal Journey and Advice 47:30 The BADASS Acronym: Book, Advice, Drive, Aspiration, Systems, Success 58:32 Conclusion and Contact Information
What if you're not building a business—you're just building a job you can't walk away from? Most brokers never think about selling their business—until they're forced to. Doug Adlam did the opposite: before closing a single deal, he sat down and planned his exit. In this episode, Doug shares what it really takes to build a mortgage business that's scalable, valuable, and eventually sellable. With experience in brokering, coaching, tech, and corporate leadership, Doug breaks down the real reasons most brokers can't exit—and how to fix it. Whether you want to sell someday or just want a business that runs without you, this episode will help you think—and build—like a true business owner. What We'll Cover: Systems, Process, People – The 3 pillars of a scalable and sellable mortgage business. Exit Starts Now – Why planning your exit before you “need to” gives you more options and freedom. Stop Hiring Clones – Why hiring people just like you limits growth, innovation, and transferability. The Google Review Trap – Why 5-star reviews don't mean your business is delivering a 5-star experience—and how to find your blind spots. Exit Options That Work – How brokers have successfully sold to kids, employees, partners, or outside buyers—and what to avoid. You don't need to sell your business tomorrow—but you do need to build like you could. That mindset shift will change everything. To connect with Doug, check out the links below: Instagram LinkedIn https://www.dougadlam.com/ https://www.adlaminnovations.com/ Doug's book on Amazon: The Business of Brokering Follow me on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com Subscribe to my email list, Peckford's Playbook I Love Mortgage Brokering is in partnership with Ownwell. To see how top brokers are keeping clients engaged and generating leads from their database, visit ownwell.ca/scott.
In this episode of LoanOfficerPodcast.com Chris Johnstone the creator of LoanOfficerCRM.ai breaks down the real fundamentals behind building a mortgage business that can consistently close 10 or more loans per month and why artificial intelligence is about to reshape the industry faster than most loan officers realize. This episode is a direct, practical conversation for loan officers who want to protect their market share, grow referrals, and position themselves to win as AI driven search and automation become the new normal What You Will Learn in This Episode The four core pillars that top producing loan officers use to generate consistent volume from their database, referral partners, and deals already in process How AI is already influencing borrower behavior, referrals, and mortgage searches and why ignoring it puts your business at risk Practical ways to use AI tools, automation, and authority building to increase referrals, improve the client experience, and attract new business Tune in now and make sure to subscribe to LoanOfficerPodcast.com so you never miss an episode focused on growth, strategy, and the future of the mortgage business.
Starting a mortgage career is hard enough. Starting in your late 40s—with no industry background—and still becoming a $100M producer by year three?That's the story of Larry Gonzales, and it's one every loan officer who wants to grow their mortgage business should hear. This episode breaks down the mindset, networking strategies, and niche loan products that helped Larry win in one of the most competitive real estate markets in the country.Larry isn't doing it with magic leads or gimmicks. He's doing it with old-school fundamentals and ruthless consistency updated for the modern market. You'll hear how he went from “brand new LO nobody knew” to the VA and Non-QM go-to on Oahu, the “digital mayor” of his market, and a relentlessly disciplined operator who's built a life and business that actually feel good to live in.Top Takeaways for Loan Officers:1️⃣ How Larry hired support early, stopped processing his own loans, and focused his time on what actually moves the needle: shaking hands, kissing babies, status calls to listing agents, and being seen in the community—online and offline.2️⃣ The exact rhythm for weekly content: market updates, MBS Highway data, local Board of Realtors stats, and short educational reels. Plus, how to hire a VA team that repurposes one 15–20 minute video into a week's worth of social content and newsletter touchpoints.3️⃣ The 4:00 AM routine, journaling, gratitude, and planning rituals that keep top producers sharp, and how Larry expanded from VA specialist into Non-QM, DSCR, bank statement, and foreign national loans—plus how he uses stories and lunch & learns so Realtors and CPAs actually know what he can solve.Books Mentioned in This EpisodeBecoming Supernatural: How Common People are Doing the Uncommon – Dr. Joe DispenzaNinja Selling – Larry KendallGivers Gain: The BNI Story – Dr. Ivan MisnerABOUT TIM BRAHEEMWith more than 25 years of experience as a highly successful mortgage professional, industry leader, educator, and life coach, Tim Braheem is committed to engaging with people on a deep level and helping them uncover the barriers they have placed in the way of having the level of success they deserve in both their business and personal lives.FOLLOW Instagram ► https://www.instagram.com/tbraheem/LinkedIn ► https://www.linkedin.com/in/timbraheemTHE LOAN ATLASJOIN ► https://go.theloanatlas.com/membership FOLLOWInstagram ► https://www.instagram.com/theloanatlas/YOUTUBE ► https://www.youtube.com/@LoanAtlas----------
Send us a textGrowing Alternative LendingSpecial Guest Sebastien Kuperhause - VP of Sales Ontario at Sequence CapitalPossibly the biggest change in the Mortgage business in the last 10 years has been the explosive growth of Private Credit: Private Mortgage LendingWhy so much bigger, who is it helping, what's the future of it. My conversation with Sebastian KuperhauseSupport the show
Ross unpacks his personal path to becoming a mortgage adviser, detailing how unique challenges paved the way to specialising in clients with variable incomes. He brings to light effective mortgage marketing strategies that have fuelled the growth of his brokerage through stellar service and a profound understanding of his client's needs.Throughout the episode, Ross opens up about initiating 'Pitch to Bricks', a podcast intersecting athletes and media professionals with the property investment sphere. This venture underscores his commitment to educating specific audiences, leveraging social media for mortgage advisers, and cultivating lasting client relationships within his niche market.- How niche marketing is revolutionising mortgage advising, making it a critical strategy for business advancement.- The significance of recognising and adapting to the unique financial landscapes of self-employed clients and those in the sports and media industries.- The role of authenticity and trust in securing and nurturing client connections for unparalleled business growth.- The importance of mortgage adviser social media presence in broadening outreach and enhancing lead generation for mortgage advisers.Ross also shares wisdom on the broader benefits of understanding your demographic for effective lead generation and the synergies created through strategic business collaborations. Whether you're a seasoned mortgage adviser looking to sharpen your social media for mortgage advisers toolkit or new to the field seeking tangible mortgage marketing strategies, this episode is packed with invaluable takeaways to help elevate your approach and secure high net-worth clients in your niche market.
Feeling stuck or overcomplicating your business? In this episode, Steve Kyles and Frank Garay break down what's actually working right now… and why building a consistent, simple system is all you need to succeed. Here's what you'll learn: • The 4 things every loan officer must have (hint: you already do) • How to build momentum with email, calls, and social… even if you're new • Real-life examples of what to say, send, and post • How to "stir the pot" daily to unlock new deals and referrals • Why the call is still the glue (and how to leave voicemails that convert) You don't need a new idea. You need to take daily action. Start with what you have. Stick to the basics. Stir the pot. Need help building your exact plan? Book a free strategy session at FreedomPlanningCall.com
Feeling stuck or overcomplicating your business? In this episode, Steve Kyles and Frank Garay break down what's actually working right now… and why building a consistent, simple system is all you need to succeed. Here's what you'll learn: • The 4 things every loan officer must have (hint: you already do) • How to build momentum with email, calls, and social… even if you're new • Real-life examples of what to say, send, and post • How to "stir the pot" daily to unlock new deals and referrals • Why the call is still the glue (and how to leave voicemails that convert) You don't need a new idea. You need to take daily action. Start with what you have. Stick to the basics. Stir the pot. Need help building your exact plan? Book a free strategy session at FreedomPlanningCall.com
Content Marketing 101 | All Things Content Marketing, Social Media & Personal Branding
If you want consistent leads and a scalable business but feel stuck juggling poor systems, inconsistent sales, and never-ending tasks, this episode shows you how to fix it. Take the Systemise & Scale Quiz right now: https://www.systemise-scale.com/quiz What You'll Learn: Discover the Systemise & Scale Blueprint built from 17 years in financial services The 3 pillars: scalable systems, consistent leads, predictable sale Why 95% of advisers are the bottleneck, and how to step out of advising Real client stories: £47K months, 3pm finishes, and full pipelines How to leverage AI for follow-ups, content, admin, and onboarding Hosted by Gary Das: business growth consultant helping financial services entrepreneurs systemise, scale and create a freedom-led business and life they love. Be sure to like, comment, and subscribe for more insights on personal and professional growth. Interested in taking yourself and your business to the next level? Take the Systemise & Scale Quiz right now: https://www.systemise-scale.com/quiz I hope you enjoyed today's episode; please subscribe, rate and review the show on your favourite platform. Follow me on Social media: Instagram | LinkedIn | Facebook | Website | YouTube
1. FHA Streamline RefinancePurpose:Simplify refinancing for homeowners who already have an FHA loan — lowering their rate or switching from an ARM to a fixed rate with minimal paperwork and cost.Key Features:No income verification usually requiredNo appraisal required in most cases (uses the original home value)Limited credit check — just to confirm good payment historyMust benefit financially (lower rate, lower payment, or move to a more stable loan)Basic Rules:You must already have an FHA-insured loanNo late payments in the past 12 monthsAt least 6 months must have passed since your current FHA loan was openedThe refinance must result in a “net tangible benefit” — meaning it improves your financial situationAppraisal Waiver:Most FHA Streamlines don't require an appraisal at all — it's based on the original value when the loan was made.
Ever feel like you're grinding all day but not really gaining traction?That was Scott Taylor just 18 months ago — brand new to the mortgage business at 64 years old, sitting in an office being told to “pound the phones.”Instead of quitting, Scott built a thriving, multi-state business using nothing but relationships, education, and heart. In this episode, Tim Braheem sits down with Scott to uncover the exact playbook he used to go from zero to a packed pipeline in one of the toughest markets in decades.Scott's story is proof that when you lead with value, people notice.Top Takeaways for Loan Officers:1️⃣ How to transform your personal network into a consistent source of clients and Realtor partners (without cold calling).2️⃣ The mindset and scripting behind “selling outcomes, not rates”—including how to teach clients about debt management, strike rates, and term reductions.3️⃣ How to scale your business with virtual assistants, clear baton passes, and systems that keep you out of the weeds and in front of opportunities.ABOUT TIM BRAHEEMWith more than 25 years of experience as a highly successful mortgage professional, industry leader, educator, and life coach, Tim Braheem is committed to engaging with people on a deep level and helping them uncover the barriers they have placed in the way of having the level of success they deserve in both their business and personal lives.FOLLOW Instagram ► https://www.instagram.com/tbraheem/LinkedIn ► https://www.linkedin.com/in/timbraheemTHE LOAN ATLASJOIN ► https://go.theloanatlas.com/membership FOLLOWInstagram ► https://www.instagram.com/theloanatlas/YOUTUBE ► https://www.youtube.com/@LoanAtlas----------
Listen in as Erin shares how: Freedom isn't a destination — it's a decision powered by daily energy and enthusiasm; your joy is the compass for business decisions. “Do less to do more” becomes real when you build systems and scale instead of muscling through feast-or-famine cycles. If your 20-year-old self couldn't imagine your current capacity, you're still standing on the leading edge of expansion — act like your next-level self now. Replacing “shoulds” and people-pleasing with a plan centered on energizing people and value creation that ripples into referrals. …and more! About Erin Bradley Erin Bradley is a speaker and business coach, bestselling author, and host of the real estate podcast Pursuing Freedom. As a mortgage lender, Erin learned the hard way just how hard entrepreneurship and success in sales can be. From flat broke to 6 figures, and then to burnout, Erin and her team have been through it all! Erin operates under the mindset that you never give up, and you never settle, in life or in business. Anything is possible when you have the right mindset, great systems, and an amazing team. Erin is passionate about helping others design their ideal life, then create a business that is a vehicle to support that lifestyle, rather than rob you of it. And she's on a mission to help you believe in, and achieve your biggest dreams! How to Connect With Erin Bradley Business Facebook Page: https://www.facebook.com/PursuingFreedomOfficial Instagram: https://www.instagram.com/pursuingfreedomofficial/ LinkedIn Page: https://www.linkedin.com/in/erin-bradley/ Recommended Resources Get a copy of Pursuing Freedom on Amazon here. Subscribe to the Pursuing Freedom podcast on Apple Podcasts, Spotify or your podcatcher of choice for weekly inspiration and strategies.
In this episode of the Loan Officer Marketing Podcast, Chris Johnstone reveals how loan officers can leverage artificial intelligence and Google's AI search features to generate consumer direct leads that close at the same ratio as referrals. Discover why AI is changing the mortgage industry forever and how you can position your business to win. What you'll learn in this episode: AI-Powered Lead Generation – How to get recommended by ChatGPT, Grok, and Google AI for loan types like refinances, VA loans, and reverse mortgages. Proven Strategies & Case Studies – Real client results showing million-dollar funded deals and 17–22% close ratios from AI-recommended leads. Step-by-Step Authority Building – Practical tips on prompts, indexing content, and using platforms like Reddit to prove authority to AI. Listen now and learn how to harness AI and Google to dominate your local mortgage market!
Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com Join Clay Clark's Thrivetime Show Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com **Request Tickets Via Text At (918) 851-0102 See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/
Links & ResourcesFollow us on social media for updates: Instagram | YouTubeCheck out our recommended tool: Prop StreamThank you for listening!
D.O. unpacks the powerful connection between sales and storytelling. He breaks down four essential tactics every salesperson should use to capture attention, deliver value, and make their message memorable—whether one-on-one or to a packed audience. He shares how incorporating key phrases, strategic pauses, and deeper storytelling can help mortgage professionals, real estate agents, and anyone in sales build trust, drive engagement, and ultimately win more business.
In this powerhouse episode of The Loan Officer Marketing Podcast, host Chris Johnstone sits down with Lauren Maxwell, one of the nation's top-producing mortgage professionals (Ranked #54 on Scotsman Guide), to uncover her 38-year journey from zero knowledge in mortgages to consistently funding over $150 million annually. Whether you're just getting licensed or you're scaling your mortgage empire, Lauren's no-fluff, boots-on-the-ground insights will supercharge your mindset, marketing, and referral relationships. In This Episode, You'll Discover: Lauren's #1 career advice for new LOs (and why she ignores college degrees when hiring) Her referral marketing system that drives over 130 closings per month from community events, agents, and first-time buyers How to dominate your local market by being everywhere (with real-world examples and tactics) Like this episode? Drop a 5-star review, share with your team, and subscribe so you never miss a new episode. Know a loan officer who needs inspiration? Forward this episode to them—it could change their career.
If you're a mortgage professional looking to dominate your market, stop losing deals, and finally create real structure and success in your business—this is the full Mastering the Mortgage World speech that started it all.I break down:How to master your sales approach and mindsetThe scripts, systems, and secrets top producers useThe exact blueprint I used to help companies grow from 250 to 3,000 closings per monthLeadership and onboarding strategies that workObjection handling, lead conversion, post-close, and moreWhy most mortgage people stay stuck—and how to break outHow to organize, scale, and train like a machineThis isn't theory. This is a masterclass built on real results—designed for originators, team leads, brokers, and companies who want to scale smart.
D.O. sits down with industry standout Gwen Swain for an inspiring conversation as part of the Top Producers series. Gwen shares her remarkable transition from being a fitness instructor and stay-at-home mom to consistently producing over $50 million in personal mortgage volume—highlighting the founding and growth of her "Gwenpire".
In this powerhouse episode of the Loan Officer Podcast, Chris Johnstone sits down with mortgage industry legend JJ Mazzo, a consistent top producer in the Scotsman Guide Top 100 and author of the newly released book Perseverance Principles. JJ reveals the personal journey behind his success—from losing everything in 2009 to building a $250M+ mortgage business—and shares the real-world tactics that work right now. How JJ uses leveraged events to generate 20–30 leads in 90 minutes The simple calendar system JJ uses to call 100+ realtors a day Why the real value of social media is not what you think—and how to dominate with personal relationships Whether you're just starting out or a seasoned originator, this is a masterclass on grit, growth, and getting deals done. Watch the full episode now to learn how to scale your business, avoid burnout, and dominate your local market. Grab JJ's new book at https://www.perseveranceprinciples.com Don't forget to subscribe and turn on notifications so you never miss an episode!
What if there's a better way to grow your mortgage career—one that fits your strengths, not just what others are doing? In this episode, I break down the five distinct paths I've seen brokers use to build successful mortgage businesses. Each path comes with its own pros, cons, and hidden traps, and choosing the right one can save you years of wasted effort. We'll cover: Banker to Broker – Why learning at the bank can be a great start, and what challenges arise when you finally have a full “golf bag” of lenders. Sales-Only Lead Gen Shops – How high-volume sales roles sharpen your closing skills, but why you'll need to learn marketing to succeed solo. Assistant to Broker – The pros of deep underwriting knowledge, and the big hurdle: building sales skills to generate your own business. Ad-Based Entry – The rarest (and toughest) path, requiring mastery of paid ads and conversion systems to create a scalable lead flow. Referral-Based Business – The most sustainable and scalable path, leveraging your network and partnerships to build a high-quality, high-conversion pipeline. Every path can work—but each requires different skills and mindsets to thrive. Choose the one that aligns with your strengths, and commit to mastering the gaps. Follow me on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com Subscribe to my 3-2-1 Thursday Email I Love Mortgage Brokering is in partnership with Ownwell. To see how top brokers are keeping clients engaged and generating leads from their database, visit ownwell.ca/scott.
Content Marketing 101 | All Things Content Marketing, Social Media & Personal Branding
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Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com Join Clay Clark's Thrivetime Show Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com **Request Tickets Via Text At (918) 851-0102 See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this conversation, John Harcar interviews Roy Meshel, who shares his journey into the mortgage business and emphasizes the importance of customer service. Roy discusses how mentorship played a crucial role in his career, the techniques he uses to build relationships with realtors, and common mistakes made in the mortgage industry. He highlights the significance of effective communication and exceeding customer expectations to achieve success and gain referrals. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White sits down with Jody Bruns, founder of the Certified Divorce Lending Professional (CDLP) Program, to explore the unique niche of divorce mortgage planning. Jody shares insights on how loan officers can effectively engage with divorcing clients, emphasizing the importance of integrating mortgage planning early in the divorce process. They discuss innovative strategies for loan officers to not only close more deals but also get compensated for their consulting services, even if a loan isn't finalized. Tune in to learn how to build valuable relationships with attorneys and other professionals in the divorce space, and discover how this approach can create a sustainable and profitable business model in an ever-evolving market. For more information, visit GetCDLPcertified.com. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.
Stop Talking, Take Action, Get Results. Business and Personal Growth with Jen Du Plessis
In this episode of Mortgage Lending Mastery, Lady Jen Du Plessis explores the concept of 'sitting back vs leaning in' to your business. She discusses the importance of taking proactive actions, moving the needle daily, and setting clear expectations to avoid business stagnation. Tune in for practical strategies and insights to help you become a master in your mortgage practice. _______________________ Connect with Lady Jen Connect and Schedule a Strategy call at https://supportfromjen.com/ YouTube: https://www.youtube.com/@LadyJenDuPlessis Free Gifts: https://jenduplessis.com/gifts/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Want to Host Realtor Classes That Fill Seats & Build Your Business—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
Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com Join Clay Clark's Thrivetime Show Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com **Request Tickets Via Text At (918) 851-0102 See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/
Agent Marketer Podcast - Real Estate Marketing for the Modern Agent
Send us a textIn this episode of The MLO Project, host Michael sits down with Bryce Gonser, a mortgage powerhouse out of Eagle, Idaho, who closed over 300 loans and $130 million in volume last year. But Bryce didn't start in lending—he started as a performance coach, and he's brought that same mindset into building a scalable, relationship-driven mortgage business.Bryce shares how he went all-in during the COVID years by doubling down on agent relationships, mastering proactive communication, and building a repeatable, high-trust process that delivers results.He also opens up about his leadership approach—personal development, real coaching, and helping his team define and reach their “desired future.”Whether you're a new LO or a veteran looking to level up, this episode is packed with real strategies and insights.Hit play to learn from one of the best—and find out how to connect with Bryce for personalized consultation.00:00 Introduction and Guest Welcome00:45 Bryce's Podcast Experience01:15 Impressive Loan Numbers02:35 Bryce's Journey into the Mortgage Industry05:00 Building Relationships During COVID09:51 Cold Calling and Face-to-Face Meetings17:39 Coaching and Team Development18:55 Core Activities and Leadership Differences19:39 Success Pillars and Self-Discovery20:36 VIP Coaching and Real Estate Focus21:57 New Aged Leadership Approach28:17 Operational Strategies and Systems29:44 Balancing Customer Experience and Efficiency30:39 Proactive Communication and System Design37:35 Leadership and Personal Development40:37 Coaching and Consulting ServicesBryce Instagram: @bryce_gonserJoin our HighLevel Facebook GroupTMP is presented by: Empower LOConnect with us at mloproject@empowerlo.com
In this high-impact episode, we sit down with Nicole Rueth — the #1 lender in Denver — to uncover how she transformed her mortgage business by leaning into a unique brand message: helping clients build wealth through real estate. Loan officers, get ready to be inspired and equipped with strategies to stand out, attract loyal clients, and scale your business in any market. Here's what you'll learn: How to Build a Brand That Attracts - Nicole shares how she shifted away from rate-focused marketing to a long-term vision of financial empowerment — and how that message draws in a loyal client base. Content That Converts - Discover how Nicole uses educational content (not just rates or updates!) to consistently generate inbound leads from YouTube, email, and local events. Using AI the Right Way - Learn how Nicole integrates AI into her business for speed, structure, and consistency — without losing the human touch that makes her message connect. Don't miss this episode — hit play now and discover how to level up your mortgage business by building real value for your clients.
Listen in as Erin and Renee discuss: The Power of Consistency: Renee shares why daily, intentional actions—not big leaps—create long-term success in real estate and lending. Relationship-Based Business: Instead of cold calls, Renee focuses on nurturing her database, creating lifelong clients who refer business effortlessly. The Delegation Breakthrough: How learning to let go and trust her team allowed Renee to scale her business beyond her own capacity. Mindset Blocks & Money Beliefs: Renee reveals how subconscious fears about wealth held her back—and how she overcame them. Navigating Market Shifts: Why top producers don't wait for the market to improve—they adapt and thrive no matter the conditions. About Renee Gaugler is a native Montana who has been doing mortgages for 20 years. She strongly believes that real estate can be a wealth builder for almost anyone, so she is very passionate about making sure home buying is done the right way. Renee believes that a mortgage is a financial tool, not just a necessary evil, and it can be an important part of accomplishing your overall financial goals. She loves helping first time homebuyers understand the process, as well as working with repeat buyers to show them how to really use real estate to build wealth. How to Connect With Renee Website: www.reneegaugler.com LinkedIn: https://linkedin.com/in/reneegaugler Facebook: https://www.facebook.com/profile.php?id=100092307466896 Instagram: https://instagram.com/reneegauglermortgage YouTube: https://www.youtube.com/@TheProsperityPlaybookPodcast/videos
Is your mortgage business struggling because of tactics—or is your mindset the real problem? In this episode, I share a powerful mindset shift that has helped mortgage brokers break through plateaus and take massive action in their businesses. If you've ever felt stuck, this one change could be the key to unlocking your success. We'll cover: Tactics vs. Mindset – Why knowing what to do isn't enough if your “why” isn't strong enough. Two Broker Transformations – How a struggling broker turned things around simply by changing his motivation. The "7 Levels Deep" Exercise – A strategy to uncover your real driving force for success. Why "Freedom" Isn't the Answer – The truth about why most brokers don't get freedom right away. Taking Action Now – How to stop procrastinating and make meaningful progress today. Try the 7 Levels Deep exercise: https://www.7levelsdeep.com/ Subscribe to my newsletter for the most useful insights in the mortgage business! Join my newsletter! Follow Scott on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com I Love Mortgage Brokering is brought to you by Finmo. To learn more, visit: www.finmo.ca/ilmb Hey, it's Scott Peckford, and in this episode, I'm diving into the one game-changing factor that separates struggling mortgage brokers from those who take off. Spoiler: it's not your tactics, brokerage, or scripts—it's your why. I share two powerful stories of brokers who completely transformed their businesses simply by shifting their mindset. Plus, I'll walk you through an exercise called Seven Levels Deep to help you uncover your true motivation. If you've ever felt stuck or struggled to take action, this episode is for you. Here are the talking points we covered: Why tactics and strategies alone won't grow your mortgage business The mindset shift that turns struggling brokers into top performers Two real-life examples of brokers who found their why and skyrocketed The Seven Levels Deep exercise to uncover your true motivation Why emotional leverage is the key to overcoming procrastination The biggest misconception about “freedom” in the mortgage business
Mortgage finance giants Fannie Mae and Freddie Mac have been under government conservatorship since 2008. President Trump wants to privatize them. But what could that mean for America's mortgage market?
Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your hosts, Carl White and Owen Lee discuss the impact of AI on loan origination, the importance of technology in staying competitive, and how loan officers can future-proof their businesses. Key topics include: The evolving landscape of the mortgage industry and the necessity for loan officers to adapt to new technologies. How AI can enhance lead generation and improve client interactions. The importance of monitoring your database and understanding consumer behavior in a tech-driven market. Whether you're a seasoned loan officer or just starting in the industry, this episode is packed with valuable insights and actionable strategies to help you thrive in a rapidly changing environment. Don't forget to visit GetMoreLoans.com for more information on the AI technology discussed in this episode and how it can benefit your business! Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.
In this episode , I interview Spencer Stott, a seasoned Broker/Owner from Utah about the evolution of his team structure and the importance of having a fantastic reliable team in the mortgage business. Spencer shares his journey from working solo to building a successful team that allows him to enjoy more freedom and focus on relationship building. He discusses the roles within his team, the significance of training, and the mindset required for success. Our conversation emphasizes the value of investing in a team and the impact of accountability and a daily success plan to achieve business goals while having freedom to bring in more loans.If you've enjoyed this episode please share it with your friends. If you haven't yet, +Follow the show to ensure you get every episode right away.Get Loan Team Training for YOUR Team: loanteamtraining.comEpisode Highlights:00:00 Introduction to Team Dynamics in Mortgage Business02:37 Evolution of Spencer's Team Structure04:50 The Importance of Team Roles07:23 Transitioning Team Members for Growth09:52 Building Relationships Through Education12:28 Champion Mindset and Daily Routines21:03 The Power of Handwritten Notes21:43 Daily Success Plan: Building Relationships22:48 The Shift to Virtual Meetings23:14 Accountability Through Virtual Assistance26:12 Investing in Team and Growth27:25 The Importance of Teamwork29:59 Overcoming Financial Fears in Hiring32:29 Transforming Costs into Investments34:11 Finding Freedom Through Team Support36:14 Navigating Market Challenges38:00 Encouragement for Loan Officers
On today's episode, Editor in Chief Sarah Wheeler talks with Brian Hale, founder and CEO of Mortgage Advisory Partners, about what lenders should do right now to grow their business. Hale was a featured speaker at HousingWire's Housing Economic Summit and has held leadership positions at companies including ClosingMark Financial Group, Stearns Lending, MetLife Home Loans, Countrywide, Wells Fargo and Fleet Mortgage. Related to this episode: HousingWire Economic Summit HousingWire | YouTube More info about HousingWire Enjoy the episode! The HousingWire Daily podcast brings the full picture of the most compelling stories in the housing market reported across HousingWire. Each morning, listen to editor in chief Sarah Wheeler talk to leading industry voices and get a deeper look behind the scenes of the top mortgage and real estate stories. Hosted and produced by the HousingWire Content Studio. Learn more about your ad choices. Visit megaphone.fm/adchoices
Chuck Williams, CEO of Northpointe Bancshares (NPB), discusses the company's IPO and its growth journey. He highlights their growing mortgage business but says they're not a “rate-dependent company.” He talks about the awards the company has won, its customer relationships, and its “best-in-class” software.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Rick Roque, VP, Growth at NFM Lending. Highlights include: expansion and discipline; small pool of recruitable LOs; automation and lower costs; super brokers and specialized call centers. Rick has experience as a mortgage broker, entrepreneur and a national leader in growth strategies.
In this episode of Loan Officer Launch, Chris Johnstone takes you beyond manual mortgage marketing and shows you how to automate your business with AI-powered systems. If you've ever experienced the Loan Officer Roller Coaster, where business fluctuates due to inconsistent lead generation, this episode will help you create a steady stream of referrals and appointments.
Stop Talking, Take Action, Get Results. Business and Personal Growth with Jen Du Plessis
In this engaging episode, Alina Vincent uncovers the significance of engagement in building strong relationships with potential clients and persuading them to say yes. ______________________ Connect with Lady Jen Connect and Schedule a Strategy call at https://supportfromjen.com/ YouTube: https://www.youtube.com/@LadyJenDuPlessis Free Gifts: https://jenduplessis.com/gifts/ _______________________ Get to know Alina Vincent Alina Vincent is a business strategist, speaker and international bestselling author of "Teach Your Expertise", "Leverage Your Expertise", "Own Your Expertise', "Monetize Your Expertise" and "Package Your Expertise" books. She's known globally as the creator of the "Profitable Online Challenges" Formula, which helped her grow her business from zero to over a million dollars in just 4 years. Alina is passionate about helping entrepreneurs package and monetize their knowledge and expertise to create a leveraged and scalable business. Experts hire her for strategic advice and simple step-by-step approach to creating successful online programs, engaged Facebook communities, and profitable 5-day challenges. Connect with Alina FB: https://www.facebook.com/AlinaVincentPhoto/ FB Group: https://www.facebook.com/groups/BusinessOwnersWhoThinkBig Books: https://www.amazon.com/dp/B09CG1YV5P Learn more about your ad choices. Visit megaphone.fm/adchoices
D.O. breaks down the nine essential strategies that can help you scale your mortgage business and potentially triple your income. From mindset shifts to practical systems, this episode delivers the blueprint for explosive growth in your mortgage career.
Meet and learn from four of your fellow Real Estate Team OS listeners who share 2024 wins and 2025 game plans with you.Each person shares what's ahead in 2025, the state of their real estate business today, and what they've learned and implemented from guests on the show.A few themes in this special year-end episode:- People power (and supporting systems)- Content creation (and audience attraction)- Mortgage partners (and client experience)Listen to Ep 050 of Real Estate Team OS with:Jonathan CampbellCEO and Owner of Jon Campbell Team brokered by REAL in Bethlehem, Pennsylvania- Why market conditions weren't his biggest challenge in starting his real estate career in 2007- What makes his team's productivity (45-50 transactions per agent per year) possible- How he runs his agent recruiting conversations to find likable and coachable people- How they set granular, bi-weekly goals for the year ahead- https://www.instagram.com/jsooup/- https://www.instagram.com/joncampbellteamJennifer StaatsOwner of Staats Solutions and Director of Ops with Digital Maverick and ez Home Search- How she discovered real estate operations as a passion and skill- Two categories of agents and teams who need a stronger focus on operations- Why the right systems (and/or people) are necessary for growth and scale- The main areas and activities she's evaluating as part of annual business planning- https://www.instagram.com/jennifertherealtor/Brandon DoyleRealtor with Doyle Real Estate Team with RE/MAX Results in Maple Grove, MN- How The Customer Experience Podcast and Chief Evangelist led him to Real Estate Team OS- Why they doubled back into a father-and-son real estate team after growing agent count- Learning from more people in a real estate team than the CEO and team leader- How his YouTube channel on smart home technology helps his real estate business- https://linktr.ee/brandondoylemnKim Robert SchieldknechtBroker/Owner of Transaction Alliance, an independent brokerage in Cincinnati, OH- Things to look for, expect, and value in a mortgage partner- Why real estate franchise and brokerage brands aren't as important as personal agent brands- Why Real Estate Team OS is "the best show in the real estate business" (and what else he's watching)- The brokerage model that's led to start-up costs being covered and profitability in the first year - https://jointransactionalliance.com/Episodes mentioned by these four guests:- 002 Laurie Finkelstein Reader https://www.realestateteamos.com/episode/laurie-finkelstein-reader-people-over-profits- 027 Grant Wise https://www.realestateteamos.com/episode/real-estate-team-performance-marketing-grant-wise- Inside The Laughton Team with George Laughton https://www.realestateteamos.com/episode/inside-laughton-team-phoenix-george-laughton- Inside Whissel Realty with Kyle Whissel https://www.realestateteamos.com/episode/inside-whissel-realty-ceo-team-leader-kyle-whissel- FUBCON Session with Tom Ferry https://www.realestateteamos.com/episode/tom-ferry-differentiation-accountability- FUBCON Session with Mike Simonsen (Altos Research) https://www.realestateteamos.com/episode/mike-simonsen-altos-research-real-time-data- Inside Whissel Realty series https://www.youtube.com/playlist?list=PLCJiXNo93cVqQmwl4tTOQYebBkBoL6ipz- Inside The Laughton Team series https://www.youtube.com/playlist?list=PLCJiXNo93cVr9Oc0ptse5z6Vaq5l0T1kAMake Real Estate Team OS part of your 2025 game plan! Get instant access to seven subscriber-only episodes and email-exclusive insights every week: https://realestateteamos.com/subscribe
Content Marketing 101 | All Things Content Marketing, Social Media & Personal Branding
From $40M plateau to $100M+ producer!
Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your hosts, Carl White dive deep into the common traits of top producers in the mortgage industry with Kevin Broughton. Join us as we explore the three essential components for success: Product Knowledge: Understanding the ins and outs of mortgage products is crucial, but how do you balance learning with prospecting? Focus and Daily Success Plans: Discover the importance of having a structured daily plan and how to eliminate distractions to maximize productivity. Mindset of a Champion: Learn how to cultivate a winning mindset, overcome self-limiting beliefs, and embrace accountability to achieve your goals. Kevin shares his insights from over a thousand one-on-one conversations with loan officers, emphasizing that success is engineered, not just a matter of luck. They also discuss the significance of surrounding yourself with the right people and the power of community in driving success. Don't forget to check out the Loan Officer Breakfast Club for more resources and support in your journey! Learn how to close an extra five loans a month at GetMoreLoans.com Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.
Featuring expert insights from John Jeanmonod of Angel Oak, this discussion highlights how embracing non-QM solutions can significantly boost a loan officer's business while helping more borrowers achieve homeownership.