Podcasts about mortgage business

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Best podcasts about mortgage business

Latest podcast episodes about mortgage business

The 12-Hour Broker
311:Using LinkedIn to Build a $35M Mortgage Business from Scratch

The 12-Hour Broker

Play Episode Listen Later Aug 13, 2026 34:49 Transcription Available


WATCH ▶️ ⁠Watch this episode on YouTube⁠ ***   EPISODE DESCRIPTION In this episode, I'm joined by Aldo Heberlein.   Aldo is a mortgage broker and the Founder of Enmortgage from Vancouver, BC, who became a broker in 2020, and has steadily increased his yearly volume from $5M in 2021, to $35M in 2025, and is on pace for $40M in 2026.   Originally from Mexico, Aldo made his way to Vancouver a decade ago after living in Norway with his wife for 6 years. After his digital marketing business collapsed overnight when Facebook changed its policies, Aldo decided to pivot strategically into mortgages   Starting with zero connections in Vancouver, Aldo built his client base by leveraging LinkedIn to connect with Spanish-speaking professionals navigating Vancouver's complex market. By specifically targeting the underserved Latino immigrant community, Aldo built loyal referral networks and sustainable growth rather than competing in saturated markets.   After finding success on a routinely over-looked platform among brokers, Aldo offers to setup Realtors with their own automated LinkedIn reach-outs and email campaigns for their own businesses, creating tangible value add for all of his potential referral partners.   While other brokers are always trying to speed things up, Aldo's approach to clients centres on slowing down, focusing on client education. On his 30 to 90 minute discovery calls, Aldo will underwrite the deal in real time, screen sharing spreadsheets and providing personalized analysis of each situation, building trust from the first meeting.   Aldo is here to discuss:   → His journey so far in the mortgage industry, his volume so far, and his future business plans.   → What makes LinkedIn a unique platform that more brokers should be taking advantage of and how he leverages it to prospect his avatar clients and referral partners.   → The process behind his stealth mode value add of running Realtor's LinkedIn prospecting & email drip campaigns.   → His mindset behind doing longer initial discovery calls with clients, why he underwrites during them, and building client trust through education.   → How he overcame common industry traps like chasing bad files and dealing with bad referral partners.   → How omnipresence protects your business and where he gets his leads today. ***  

Good. Better. Broker.
Call Your Clients or Someone Else Will | Episode 129

Good. Better. Broker.

Play Episode Listen Later Aug 4, 2026 23:47


The following guest sits down with host Justin White:•   Gilbert Bennett - Loan Originator, My Easy MortgageConsistently Making Outbound Phone Calls Opens the Door for Business OpportunitiesEven when it seems like there isn't a reason to call your past clients, you still need to make those calls. Why should mortgage loan originators set aside time every day for outbound calls? Listen to Episode #129 of Good. Better. Broker. as we sit down with a mortgage broker who is smiling and dialing his way to more leads and loans.In this episode of the Good. Better. Broker. podcast, you'll learn why it's important to call clients even if they aren't in the market for a mortgage.In this episode, we discuss ...•   1:22 – how Gilbert got into the mortgage business•   7:10 – the importance of making outbound calls•   9:16 – why phone calls make the loan process easier•   10:54 – why stronger relationships are built through the phone•   13:56 – the phone call that gets Gilbert 8-10 leads every month•   16:47 – events Gilbert hosts to stay in touch with clients•   20:29 – the benefits of staying connected with clientsResources mentioned in this episode: The Core TrainingShow Contributor:Gilbert BennettConnect on LinkedIn Connect on Facebook Connect on InstagramAbout the Host:Justin White is UWM's in-house brand journalist and the host of UWM Daily. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy Award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University. Connect with Justin on LinkedIn, Instagram or Twitter Connect with UWM on Social Media:•   Facebook•   LinkedIn•   Instagram•   Twitter•   YouTubeHead to uwm.com to see the latest news and updates.

I Love Mortgage Brokering
736: How Nathan Morgan-French Built a $100M Mortgage Business With Facebook Ads

I Love Mortgage Brokering

Play Episode Listen Later Aug 3, 2026 27:12 Transcription Available


Nathan Morgan-French started his mortgage brokerage in January 2025.In less than two years, the company funded more than $120 million. In this episode, Nathan shares how he used Facebook ads, strong sales skills, and a simple operational model to grow quickly in the New Zealand mortgage market. What I like about Nathan's approach is his focus. He has intentionally said no to other income streams so he can build one great mortgage business first. He also breaks down why most brokers struggle with online leads, how he improved conversion by completing the application on the first call, and what it takes to scale beyond being the person writing every loan. In this episode, we cover: Why Nathan Chose One Thing - Instead of adding insurance and other services, he stayed focused on building a great mortgage brokerage. How Facebook Ads Drove the Growth - Nathan shares how paid leads helped the business reach more than $100 million in volume. Why Sales Skills Matter - Online leads are colder than referrals, so brokers need to build trust and show competence quickly. The Change That Improved His Conversion - Nathan stopped sending clients away to complete a form and started finishing the application with them on the first call. How He Plans to Scale the Brokerage - The next stage is building the team, training brokers, and creating the operational support to handle more volume. Lead generation is only one part of the business. You also need the sales skills to convert the opportunity and the systems to deliver once the client says yes. To connect with Nathan, check out the links below: Instagram LinkedIn https://thegoodbroker.co.nz/ 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 Join the Mortgage Mindset Daily (Resumes on August 10, 2026) Gamify your prospecting with the 10@10 App 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.

I Love Mortgage Brokering
734: How Kristen Young Tripled Her Mortgage Business

I Love Mortgage Brokering

Play Episode Listen Later Jul 27, 2026 20:41 Transcription Available


Kristen Young tripled her mortgage business without spending more on marketing. She did it by changing how she treated relationships. In this episode, Kristen shares how adding more warmth, patience, and intention to an already competent business helped her increase referrals, repeat clients, and overall volume. What I like about this episode is how practical it is. Kristen breaks down the small changes she made to her calls, client experience, team structure, and referral relationships that led to real growth. Why Competence Wasn't Enough - Kristen realized that doing great work did not automatically create loyalty or referrals. How She Improved Her Discovery Calls - She went from five-minute calls to deeper conversations that helped clients feel heard and understood. Why Warmth Creates More Influence - Combining expertise with empathy helped Kristen build stronger and more valuable relationships. How She Made Growth Feel More Personal - Kristen built systems and a team without making clients feel passed around or forgotten. Why Gratitude Is a Growth Strategy - She became more intentional about recognizing, rewarding, and appreciating the people who supported her business. You may not need more leads. You may need to take better care of the relationships you already have. To connect with Kristen, check out the links below: Instagram Facebook LinkedIn https://kristenyoungmortgages.ca/   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 Join the Mortgage Mindset Daily (Resumes on August 10, 2026) Gamify your prospecting with the 10@10 App   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.

The Lenders Playbook
The #1 Skill Every Real Estate Investor Must Master Before Buying Their First Deal with Gerard Mier

The Lenders Playbook

Play Episode Listen Later Jul 20, 2026 61:14


#112: Want to know the exact difference between how a rookie analyzes a deal and how a seasoned pro spots an immediate "yes"? Most investors freeze before their first property because they lack one foundational skill.  Welcome to the Lenders playbook podcast Episode 112- we are your go to podcast for all things private lending, real estate and entrepreneurship, I am your host Matt Rosen In this episode, mortgage expert and real estate investor Gerard Mier shares his journey from high school roots to running a multi-project investment empire. We pull back the curtain on his exact process—from finding a deal to closing it and break down:The #1 skill you must master before buying your first property.The internal systems and key hires that allow him to scale projects while running a mortgage business.His $0 "start-over" blueprint and the habits driving his success.Ready to stop analyzing from the sidelines? Hit subscribe so you never miss an episode, and leave a 5-star review if this blueprint helped you plan your next deal!We would like to have you join us! Oct. 9-10 in Las Vegas at the Green Valley Ranch is the most anticipated private lending event of the year! Don't miss it! Go to https://www.americanlendingconference.com/

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Loan Officer Wealth
How Logan Judah Built a Referral-Driven Mortgage Business in Just 4 Years

Loan Officer Wealth

Play Episode Listen Later Jul 13, 2026 23:27


In this LoanOfficerPodcast.com episode, the host Chris Johnstone sits down with mortgage advisor Logan Judah to discuss how he transitioned from nearly 20 years in mortgage operations into loan origination and quickly built a thriving referral-based mortgage business. Logan shares how solving difficult loan scenarios, creating value for Realtor partners, and putting clients first has helped him grow almost entirely through referrals. In this episode, you'll learn:     • How Logan Judah built a mortgage business where 95% of his production comes from Realtor referrals and repeat relationships.     • Why becoming a problem solver for difficult loan scenarios helps loan officers earn more trust, referrals, and long-term business.     • The relationship-building strategies Logan uses to grow his database, strengthen Realtor partnerships, and generate consistent mortgage leads. Whether you're a new loan officer looking to build your pipeline or an experienced mortgage professional wanting to generate more referral business, this episode is filled with practical strategies you can implement immediately. Listen now to discover how Logan Judah built a successful mortgage business by delivering value, solving complex lending challenges, and putting relationships before transactions. If you enjoyed this episode, be sure to subscribe to LoanOfficerPodcast.com and leave us a 5-star review. Your support helps us continue bringing conversations with the mortgage industry's top producers and business leaders.

Investor Fuel Real Estate Investing Mastermind - Audio Version
How AI Rebuilt a 30-Year Mortgage Business With Tunita Bailey

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Jul 7, 2026 19:26


In this episode, we explore the journey of Tunita Bailey, the 'Money Lady,' as she shares her 30+ years of experience in real estate and mortgage lending, her innovative AI-driven business pivot, and insights on building a legacy in the financial industry.   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   —--------------------

Loan Officer Wealth
How Erica Davis Built a Referral-Driven Mortgage Business Across 5 States

Loan Officer Wealth

Play Episode Listen Later Jul 5, 2026 20:29


In this LoanOfficerPodcast.com episode, host Chris Johnstone sits down with Erica Davis, a mortgage professional serving Florida, Alabama, Georgia, Tennessee, and Louisiana, to discuss how she's built a referral-driven mortgage business, leveraged AI to work more efficiently, and created long-term client relationships that continue to generate repeat business. Erica also shares the lessons she's learned through market shifts, building the right team, and creating a sustainable business designed for long-term growth. In this episode, you'll learn:    • How Erica uses client appreciation, referrals, and relationship marketing to generate repeat business.    • How AI is helping loan officers save time, improve communication, analyze competing loan offers, and prepare for the future of AI-driven referrals.    • The systems, mindset, and team strategies Erica is using to scale her business and work toward consistently closing 20 loans per month. Whether you're a new loan officer or an experienced mortgage professional looking to grow in today's changing market, this conversation is packed with practical strategies you can implement immediately. Listen now and discover how relationship marketing, AI, and consistent systems can help you build a stronger mortgage business. If you enjoyed this episode, please subscribe to LoanOfficerPodcast.com, share it with another loan officer, and leave us a 5-star review—your support helps us bring more top-producing loan officers and actionable insights to the mortgage community.

Loan Officer Wealth
How Jonathan Kulak Built a 250+ Loan a Year Referral Based Mortgage Business

Loan Officer Wealth

Play Episode Listen Later Jul 1, 2026 22:38


In this LoanOfficerPodcast.com episode, the host Chris Johnstone sits down with Jonathan Kulak, a former Air Force pilot and high-performing loan officer who closes more than 250 mortgage loans per year—all while relying almost entirely on word-of-mouth referrals instead of social media or paid advertising. Jonathan shares the mindset, systems, and relationship-first approach that have helped him build a thriving mortgage business. He also explains how he's beginning to leverage AI to save time, improve communication, and stay ahead in a rapidly changing industry without losing the personal touch that fuels his referrals. In this episode, you'll learn:    • How Jonathan built a 250+ loan-per-year mortgage business through referrals and exceptional client service.    • Why trust, honest communication, and strong relationships outperform traditional marketing for long-term growth.    • How loan officers can start using AI to streamline communication, increase productivity, and future-proof their business. Whether you're a new loan officer looking to generate consistent referrals or an experienced mortgage professional wanting to grow your business more efficiently, this episode is packed with practical insights you can implement right away. Listen now to discover Jonathan Kulak's proven strategies for building a referral-driven mortgage business. If you enjoyed this episode, please subscribe, share it with another loan officer, and leave us a 5-star review—your support helps us continue bringing you conversations with the industry's top performers.

Business Muscle
154. Betting on Yourself: How Lacey Faria Built a Thriving Mortgage Business

Business Muscle

Play Episode Listen Later Jun 29, 2026 28:20


Everyone seems to be waiting for interest rates to drop before buying a home—but is that actually the smartest move? In this episode of Business Muscle, we sit down with mortgage expert Lacey Faria to discuss why waiting could end up costing buyers more in the long run. We break down the realities of today's housing market, refinancing, and why some of the best opportunities happen when everyone else is standing still. Lacey also shares her journey from leaving a salaried job to building a successful career in a male-dominated industry, the lessons she learned along the way, and what it takes to bet on yourself and build a business from the ground up. Enjoy!Work with Lacey: https://crosscountrymortgage.com/lynnfield-ma-4815/lacey-faria/Download the FREE cash based practice checklist: https://tinyurl.com/5xxtd2xpYou can follow us on Instagram @businessmusclepodcast, @elisecaira and @dr.ariel.dpt. Get your FREE Business Starter Checklist: https://www.businessmusclepodcast.com/freechecklistFIXXED: https://www.fixxedstudios.com/Sweat Fixx: https://www.sweatfixx.com/

Loan Officer Wealth
How JoAnn Cooper Built an $8–10M Mortgage Business Through Client Referrals, AI & Authentic Relationships

Loan Officer Wealth

Play Episode Listen Later Jun 29, 2026 19:41


In this LoanOfficerPodcast.com episode, the host Chris Johnstone sits down with JoAnn Cooper, an experienced mortgage professional who has built a thriving $8–10 million mortgage business by focusing on exceptional client relationships, referrals, and embracing AI without losing the personal touch. In this episode, you'll learn:    • How JoAnn generates the majority of her business from loyal past clients and long-term referral relationships.    • Why AI, consistent online branding, and social media are becoming essential for loan officers who want to stay visible and competitive.    • The simple relationship-building strategies that helped JoAnn save her clients money, earn repeat business, and create a sustainable mortgage business without relying on aggressive sales tactics. Whether you're a new loan officer or an experienced mortgage professional looking to grow your referral business, this conversation is packed with practical strategies you can implement immediately. Listen now, and if you enjoy the episode, please subscribe, share it with another loan officer, and leave us a 5-star review. Your support helps us continue bringing you conversations with top-performing mortgage professionals.

Loan Officer Wealth
How Savvas Fetfatsidis Built a $160M Mortgage Business Through Referrals & Relationships

Loan Officer Wealth

Play Episode Listen Later Jun 16, 2026 21:19


In this LoanOfficerPodcast.com episode, host Chris Johnstone sits down with top-producing mortgage leader Savvas Fetfatsidis to break down the strategies, systems, and mindset behind building a thriving $160M mortgage business. Savvas shares how his team achieved their fastest-ever start to the year, crossed $100M in production before the end of May, and continues to grow through strong referral relationships, customer trust, and innovative loan products like DSCR and non-QM loans. In this episode, you'll learn:  How Savvas uses referral relationships and customer follow-up systems to generate consistent repeat business  Why DSCR, non-QM, and specialty loan programs are creating massive opportunities in today's market  The marketing and communication strategies top producers use to stay top-of-mind with agents and clients If you're a loan officer looking to grow your pipeline, strengthen referral partnerships, and stay ahead in today's changing mortgage market, this episode is packed with actionable insights you can apply immediately. Listen now and, if you enjoy the episode, be sure to leave a 5-star review to help more loan officers discover the show.

Loan Officer Wealth
How Matt Adler Built a $300M Mortgage Business Through Referrals

Loan Officer Wealth

Play Episode Listen Later Jun 8, 2026 18:32


In this LoanOfficerPodcast.com episode, the host Chris Johnstone sits down with mortgage powerhouse Matt Adler to break down how he built a high-performing loan business producing over $100M by May and targeting $300M in annual volume — all with a lean team and relationship-first strategy. In this episode, you'll learn: How Matt Adler generates consistent referrals from realtors, builders, and past clients The systems and mindset behind scaling a mortgage business without building a massive team Practical strategies for creating long-term referral partnerships and repeat business Whether you're a new loan officer or an experienced producer looking to grow your pipeline, this episode is packed with actionable insights you can apply immediately. Listen now and if you enjoy the episode, make sure to subscribe and leave a 5-star review to help more loan officers discover the show!

Loan Officer Wealth
How Gabriella Godde Built a $24M Mortgage Business and Is Reinventing It With AI & Social Media

Loan Officer Wealth

Play Episode Listen Later May 26, 2026 25:40


Gabriella Godde, also known as the California Mortgage Girl, shares how she built a $24M mortgage business over 28 years and is now reinventing her business with AI, social media, database marketing, and direct-to-consumer mortgage strategies. In this LoanOfficerPodcast. com episode the host Chris Johnstone interviews Gabriella Godde, a mortgage loan officer with 28 years of experience who has built a business producing approximately $24 million annually while now shifting her strategy toward AI, social media, direct-to-consumer marketing, and database ownership. In this episode, you will learn: How Gabriella is shifting from agent-dependent referrals to direct buyer leads through social media and AI Why every loan officer needs to own their database, website, email, and book of business How AI, Reddit, Facebook groups, and online authority are changing how consumers choose mortgage lenders Chris and Gabriella also discuss how loan officers can use AI to create content, stay visible, build trust online, and turn their database into a long-term referral asset. Listen to the full episode now, and if you find value in the conversation, please leave the Loan Officer Podcast a 5-star review to help more loan officers discover the show.

Loan Officer Wealth
How Clint Porter Built a 100% Referral-Based Mortgage Business Using Database Calls, AI, and Realtor Partnerships

Loan Officer Wealth

Play Episode Listen Later May 11, 2026 21:06


In this LoanOfficerPodcast.com episode, the host Chris Johnstone sits down with Clint Porter, Branch Manager at Success Mortgage Partners in Tennessee, to break down how he built a thriving referral-based mortgage business after more than 20 years in the industry. Clint shares the exact strategies he uses to stay top of mind with past clients, deepen relationships with top-producing real estate agents, and leverage systems, AI, and team structure to continue growing in today's market. If you're a loan officer looking to generate more referrals, improve your database marketing, build stronger realtor relationships, and scale your business without burning out, this episode is packed with practical insights you can implement immediately.

The Loan Officer Podcast
The Best Five-Step Process to Win Realtors and Grow Your Mortgage Business | Ep. 616

The Loan Officer Podcast

Play Episode Listen Later Apr 9, 2026 43:50


In this episode of the Loan Officer Podcast, host Dustin Owen is joined by Marketing Mike and producer Karina Mojica for an in-depth discussion tailored to loan originators seeking to elevate their business. Together, they share a proven, actionable five-step process designed to help loan officers build stronger, more productive relationships with realtors and ultimately generate a higher volume of quality referrals. Dustin breaks down each step in detail, starting with how to effectively support realtors in generating their own leads, followed by strategies to help convert prospects into loyal clients. The conversation continues with tips on making clients feel genuinely valued throughout the process, ensuring that offers are accepted by leveraging platinum pre-approvals, and maintaining long-term relationships with clients well after closing. Beyond the core five-step process, the episode delves into a variety of creative financing strategies that can set loan officers apart in a competitive market. Dustin, Mike, and Karina also discuss the importance of robust follow-up systems and share marketing tactics such as hosting targeted webinars to attract and engage both realtors and potential clients. Listeners will gain insights into building a sustainable referral pipeline and enhancing their professional reputation. Additionally, Dustin takes a moment to highlight exciting upcoming opportunities for listeners, including the highly anticipated Caribbean Takeover cruise, a unique networking event designed for industry professionals to connect, learn, and grow in a relaxed setting. He also introduces the TopUnite coaching community, a resource for ongoing education, support, and collaboration among loan officers committed to professional excellence. This episode is packed with practical advice, innovative ideas, and valuable resources for anyone looking to grow their mortgage business and foster lasting partnerships in the real estate industry.

I Love Mortgage Brokering
699: How to Add $100 Million To Your Mortgage Business This Year - Coaching Q&A Ep. 6

I Love Mortgage Brokering

Play Episode Listen Later Mar 13, 2026 6:17


If you wanted to add $100 million in volume this year, what would actually have to change?   In Episode 6 of the Coaching Q&A, we break down a question that sounds crazy at first: How do you add $100M in volume?   But this isn't about the number. It's about forcing a different level of thinking. When you ask a bigger question, you stop looking for small tweaks and start looking for structural changes.   If you want real growth, you don't need more hustle. You need better leverage, better constraints, and a clearer understanding of where you are the bottleneck. What We Cover: Why Bigger Goals Force Better Strategy – How thinking 10x exposes weak systems. The “Who, Not How” Shift – Why you won't personally execute your way to $100M. Finding the Real Constraint – The bottleneck that must be solved before scale happens. Leverage Over Effort – Why adding volume means redesigning the machine, not pushing harder. You don't stumble into $100M. You build the structure for it. 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 Join Mortgage Mindset Daily 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.

The Loan Officer Podcast
The Power of Social Media: Insights from The Mortgage Dads to Grow Your Mortgage Business | Ep. 608

The Loan Officer Podcast

Play Episode Listen Later Mar 12, 2026 50:57


n this episode of the Loan Officer Podcast, host Dustin Owen sits down for an in-depth conversation with Travis Newton and James Swift, widely recognized as "The Mortgage Dads" on Instagram. With an impressive following of 10,000 engaged fans and a remarkable output of over 1,000 videos produced each year, Travis and James open up about their journey to becoming influential voices in the mortgage industry. They discuss how embracing authenticity and maintaining a consistent content strategy have been key factors in their ability to generate more than half of their impressive $54 million mortgage volume directly from social media platforms. Throughout the episode, the discussion delves into their personal and professional evolution, offering listeners practical advice for overcoming the common hurdles of self-doubt and hesitation when it comes to video marketing. Travis and James share actionable tips for getting comfortable on camera, finding your unique voice, and creating content that resonates with your audience. The conversation also explores the value of building strong local relationships, both online and offline, and how these connections can translate into tangible business growth. Additionally, the episode highlights the critical role that discipline, a positive mindset, and genuine engagement play in achieving long-term success in the mortgage business. Travis and James emphasize the importance of showing up consistently, staying true to your values, and fostering authentic interactions with clients and followers alike. Whether you're a seasoned loan officer or just starting out, this episode is packed with insights and inspiration for leveraging social media to grow your mortgage business and make a meaningful impact in your community. TLOP's Originator Coaching: https://tloponline.com/mlo-coaching-programs/ 

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Loan Officer Freedom
Building Legacy Money in the Mortgage Business

Loan Officer Freedom

Play Episode Listen Later Mar 2, 2026 26:26


Episode 628 If you are ready to stop thinking small and start building something that lasts beyond you, head over to GetMoreLoans.com and have the team walk you through how our accountability group works, so you can see exactly how structure and community can help you create real wealth. Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, Carl White and Jim Reed sit down for a candid conversation about "legacy money" and what it really looks like to build wealth that outlives you. They break down simple concepts like the 4% and 5% rule, how investing in broad market index funds can create income without touching principal, and how to structure assets so children and grandchildren benefit without losing their drive to grow. Carl shares how his upbringing shaped his desire to create opportunities for future generations, while Jim explains a model designed to provide steady income to heirs without handing over lump sums that can derail motivation. Together, they explore how loan officers in this industry have a rare opportunity to create extraordinary financial outcomes through consistent activity, discipline, and the right coaching environment. This is not about bragging or big numbers. It is about what is possible in the mortgage business when average people commit to structure, accountability, and a long term vision. If you have ever wondered what your production today could mean for your family decades from now, this episode will expand the way you think about money, impact, and legacy.

Real Estate Team OS
Running Real Estate, Mortgage, and ISAs from a Single Playbook with Jordan Vreeland | Ep 101

Real Estate Team OS

Play Episode Listen Later Feb 24, 2026 51:52


The Falcon system to deliver guidance and success.The tech hub to unify multiple lines of business.The merged calls to save deals.A mortgage expert who's since grown a 100-person organization delivering integrated real estate services, Jordan Vreeland's constantly building the playbook.Go inside his athletics-informed philosophy and approach to developing people, unifying teams, leveraging tech, and improving client experience.Watch or listen for Jordan's insights into:Two reminders and resets when you step onto the courtBuilding winners, not just winning gamesWhen and why a mortgage expert started a now-70-agents real estate brokerageGetting turned onto tech, marketing and lead generationChoosing to start independent rather than with another brand or brokerageThe concepts behind their integrated tech stackJordan's role in the organizationExample of solving a problem by creating a role that elevates team membersWhat more real estate professionals should know about mortgage and how to get thereHow he built a team of overseas ISAs that's become the defense system and the “lifeblood of the business,” and part of the family - with tips for you to do the sameEnhanced client visibility and better client conversations with Zillow ProGetting what you give and not falling prey to the sickness of chasing numbersAt the end, learn about three winning basketball teams, lawless psychopaths, friends he's never met, and family getaways.Connect with Vreeland Real Estate:→ https://www.instagram.com/vreelandrealestate/→ https://www.facebook.com/vreelandrealestate/Connect with Real Estate Team OS→ https://www.realestateteamos.com→ https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/

I Love Mortgage Brokering
695: Why Working Harder Is Quietly Destroying Your Mortgage Business - Alex McFadyen

I Love Mortgage Brokering

Play Episode Listen Later Feb 23, 2026 43:57


What if the hustle that got you here is the exact thing holding you back? In this episode, I sit down with Alex McFadyen, founder of Flow Mortgage, to talk about what happens when working harder stops working. Alex shares the pivotal moment that forced him to rethink everything, from how he leads, to how he protects his energy, to how he measures success. If you've ever felt like you're running at full speed but not getting ahead, this conversation will hit home. What We Cover: The Productivity Trap – Why working more hours eventually works against you. From Broker to Leader – How Alex had to shift his identity to scale his business. The Energy Audit – What he changed to protect his time and mental clarity. Letting Go of Guilt – Why stepping back doesn't mean you're giving up. Building a Real Business – How to grow something that works without burning you out. More hustle isn't the answer. Clarity, structure, and leadership are. And sometimes the hardest part of growth is doing less on purpose. Follow Alex and his team's journey through the links below: Instagram Facebook https://app.getflowmortgage.ca/ 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 Join Mortgage Mindset Daily  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.

Grow A Small Business Podcast
Nevada Matthews of Cube Loans: The Incredible Journey from Sweeping Floors at 16 to Leading a $300M Mortgage Business — Scaling with Systems, Community Marketing, and a High-Performance Team. (Episode 764 - Nevada Matthews)

Grow A Small Business Podcast

Play Episode Listen Later Feb 15, 2026 27:54


In this episode of the Grow A Small Business Podcast, host Troy Trewin interviews Nevada Matthews from Cube Home Loans shares his inspiring journey from leaving school at 16 to becoming a co-owner of a fast-growing mortgage brokerage in Brisbane. He explains how the business scaled from $86M to $300M in annual settlements, growing the team from 6 to 18 members in just five years. Nevada highlights the shift from working long hours to focusing on strategy, systems, and hiring the right people for sustainable success. He also reveals powerful marketing wins through local community groups and partnerships with aligned businesses. This episode is packed with practical lessons on culture, balance, and building a thriving small business without burnout. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? According to Nevada Matthews of Cube Home Loans, the hardest thing in growing a small business is getting the balance right between having enough resources and capacity to support growth while also managing cash flow. He explains that you want extra team support to maintain great customer service, but paying for those resources at the right time is the real challenge. What's your favorite business book that has helped you the most? Nevada Matthews said his favorite business book that has helped him the most is "The E-Myth Revisited" by Michael E. Gerber — because it shifted his thinking from working in the business to building systems and processes that help the business run without him. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? According to Nevada Matthews of Cube Loans, two of the best podcasts he recommends for growing a small business are Grow A Small Business Podcast and My First Million, as they provide practical insights and real entrepreneurial lessons. He also shares that most of his professional development comes from consistently listening to business podcasts and reading books that help improve strategy, systems, and leadership. What tool or resource would you recommend to grow a small business? Nevada Matthews recommends tools that help small business owners systemize, manage leads, and improve communication — the kind that take work off your plate so you can focus on growth. One tool he highlights is HubSpot CRM, because it's easy to use, helps you track customers and marketing in one place, and scales with your business needs. He also suggests using project management tools like Trello or Notion to keep teams aligned and workflows organized, which can be a game-changer as you grow. What advice would you give yourself on day one of starting out in business? According to Nevada Matthews of Cube Loans, the advice he would give himself on day one is to enjoy the process and the stage you're in, rather than always rushing toward the next milestone. He shares that business growth can feel stressful and uncertain, but it's important to stay calm, trust that you're heading in the right direction, and appreciate the journey as much as the outcome. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: Growth isn't about working harder forever, it's about building better systems. – Nevada Matthews Consistency in the important things is what separates thriving businesses from struggling ones. – Nevada Matthews Hire for character and attitude first, skills can be developed over time. – Nevada Matthews      

Mortgage Marketing Radio
How One Simple Rule Can Skyrocket Your Mortgage Business in 2026

Mortgage Marketing Radio

Play Episode Listen Later Jan 29, 2026 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.

Real Estate Investor Growth Network Podcast
288 - The Insider's Guide to DSCR Loans with Phil Ganz

Real Estate Investor Growth Network Podcast

Play Episode Listen Later Jan 26, 2026 60:43


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  

I Love Mortgage Brokering
688: How to Build a Sellable Mortgage Business - Doug Adlam

I Love Mortgage Brokering

Play Episode Listen Later Jan 26, 2026 38:38 Transcription Available


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.

Loan Officer Wealth
Learn the 4 Pillars to Build and Grow a Mortgage Business in 2026 That Closes 10+ Loans Per Month

Loan Officer Wealth

Play Episode Listen Later Dec 19, 2025 32:02


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.

The 360 Experience
How a 24-Year Navy Vet Built a $200M Mortgage Business (w/Larry Gonzales)

The 360 Experience

Play Episode Listen Later Dec 11, 2025 58:47


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----------

Loan Officer Leadership Podcast
467. It's Not Hard: The Simple Formula for Daily Growth in Your Mortgage Business

Loan Officer Leadership Podcast

Play Episode Listen Later Dec 3, 2025 14:58


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

Loan Officer Leadership
467. It's Not Hard: The Simple Formula for Daily Growth in Your Mortgage Business

Loan Officer Leadership

Play Episode Listen Later Dec 3, 2025 14:58


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

The 360 Experience
From 0 to 24 Loans in 18 Months: How Scott Taylor Built a Multi-State Mortgage Business from Scratch at 65 Years Old

The 360 Experience

Play Episode Listen Later Oct 21, 2025 90:34


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----------

Pursuing Freedom
The Proven Method to Grow Your Real Estate/Mortgage Business with Ease

Pursuing Freedom

Play Episode Listen Later Sep 26, 2025 28:30


                              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.

Loan Officer Wealth
How Loan Officers Can Get AI & Google to Recommend Their Mortgage Business & Close More Deals

Loan Officer Wealth

Play Episode Listen Later Sep 26, 2025 22:33


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!

Thrivetime Show | Business School without the BS
Mortgage Business | How to Grow a Successful Mortgage Business + See Thousands of Success Stories At ThrivetimeShow.com Join Eric Trump At Clay Clark's Dec. 4-5 Business Conference (Anaheim, California)

Thrivetime Show | Business School without the BS

Play Episode Listen Later Sep 23, 2025 49:52


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/  

One Rental At A Time
Mortgage Business is Booming

One Rental At A Time

Play Episode Listen Later Sep 13, 2025 12:35


Links & ResourcesFollow us on social media for updates: ⁠⁠Instagram⁠⁠ | ⁠⁠YouTube⁠⁠Check out our recommended tool: ⁠⁠Prop Stream⁠⁠Thank you for listening!

The Loan Officer Podcast
Use Storytelling to Boost Your Mortgage Business | Ep. 574

The Loan Officer Podcast

Play Episode Listen Later Sep 8, 2025 25:11


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.

Loan Officer Wealth
How Lauren Maxwell Built a $200M+ Mortgage Business From Scratch

Loan Officer Wealth

Play Episode Listen Later Sep 8, 2025 25:43


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.

Acez Motivation
Mastering the Mortgage World: Full Training on Sales, Systems, and Scaling in the Mortgage Industry

Acez Motivation

Play Episode Listen Later Aug 25, 2025 19:11


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.

The Loan Officer Podcast
How to Build a $50MM+ Mortgage Business From Scratch | Ep. 568

The Loan Officer Podcast

Play Episode Listen Later Aug 18, 2025 44:34


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".

Loan Officer Wealth
How JJ Mazzo Built a $250M Mortgage Business from Nothing

Loan Officer Wealth

Play Episode Listen Later Jul 28, 2025 29:03


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!

Acez Motivation
Reverse-Engineer Your Mortgage Business: Fix Your Leaks from Calls to Closings

Acez Motivation

Play Episode Listen Later Jul 21, 2025 8:21


Thrivetime Show | Business School without the BS
How to Grow a Medical Practice, Mortgage Business & Fencing Business + Revenue Goal Setting 101 + "We've Almost Doubled Since We Started & Now I Am Working On My Business." - Dr. Spurrill (Founder of OfficialSynapse.com)

Thrivetime Show | Business School without the BS

Play Episode Listen Later Jun 10, 2025 59:38


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
Master the Art of Communication: 5 Essential Skills for Mortgage Mentorship

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Jun 3, 2025 25:31


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   —--------------------

Loan Officer Freedom
Helping Divorcing Clients — and Growing Your Mortgage Business

Loan Officer Freedom

Play Episode Listen Later May 19, 2025 30:55


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
Building Momentum: Leaning Into Your Mortgage Business with Lady Jen Du Plessis

Stop Talking, Take Action, Get Results. Business and Personal Growth with Jen Du Plessis

Play Episode Listen Later May 15, 2025 8:09


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

Mortgage Marketing Radio
Mortgage Business Dried Up? How John Farrell Expanded Out-of-State, and Closed $100M

Mortgage Marketing Radio

Play Episode Listen Later May 1, 2025 30:04


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

Thrivetime Show | Business School without the BS
Business Coach | Goal Setting 101 + How to Build a Successful Mortgage Business +& SteveCurrington.com & UnitasLending.com Success Stories + Join Tim Tebow At Clay Clark's June 5-6 Business Growth Workshop!

Thrivetime Show | Business School without the BS

Play Episode Listen Later Apr 8, 2025 67:39


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/  

Pursuing Freedom
How Consistency & Relationships Built an $85M Mortgage Business with Renee Gaugler

Pursuing Freedom

Play Episode Listen Later Mar 28, 2025 34:20


                                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

On Point
How Trump plans to get government out of the mortgage business

On Point

Play Episode Listen Later Mar 26, 2025 47:26


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?

Loan Officer Freedom
Future-Proofing Your Mortgage Business: Embracing AI and Technology

Loan Officer Freedom

Play Episode Listen Later Mar 13, 2025 26:36


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.