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In this episode, explore the role of inbound calls in Google Ads campaigns for mortgage leads. He argues that businesses often overlook the power of immediate phone contact, treating it as an afterthought rather than a primary conversion channel. The discussion covers why these leads are unique, the importance of operational processes, and how to effectively track call performance. Key Takeaways The Urgency of Inbound Leads: When a user clicks to call directly from an ad, they have a clear intent: they want answers immediately. They are bypassing the standard web form journey because they are ready to talk now. Abolish the Phone Menu: Complex phone menus (IVRs) act as a barrier to potential clients who are already in a "solve my problem now" mindset. Alex advises businesses to remove these menus for ad-driven traffic, or use a dedicated phone number that connects directly to an adviser. Availability is Critical: Running Google Ads without a plan to answer the phone is "throwing money in the fire." If you miss the call, the lead will almost certainly move on to a competitor. If you cannot answer, consider outsourcing call handling, though speaking to an adviser directly remains the gold standard for conversion. The Power of Tracking: Use Google's call tracking numbers to get the full picture. This enables you to report on which specific keywords, ads, and landing pages are driving the most calls, allowing for better ROI analysis. There is no "Standard" Split: The ratio of web forms to inbound calls fluctuates wildly depending on the business. Data from various clients shows ranges from 80% forms to 80% calls. Don't assume a standard conversion ratio; track your specific data to understand your business reality. Actionable Advice Audit Your Process: If you are running ads, ensure someone is available to answer the phone immediately. If it's just you, prioritise availability during your active campaign hours. Clean Your Data: When reviewing call reports, filter out calls shorter than 10 seconds. These are often accidental "fat finger" clicks and will skew your conversion data. Be Accessible: Don't overthink the "professionalism" of being a small team. People want to know who they are working with; they don't need a corporate phone menu to feel secure. Connect with Alex For more insights into content experiments and lead generation data, subscribe to The Lead Engine newsletter on LinkedIn via Alex Curtis's profile. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.
Summary: In this episode, we explore why "boring," straightforward, and simple content is far more effective for generating mortgage leads than "jazzy" or highly entertaining marketing copy. Mortgage clients aren't looking to be entertained; they are seeking safety, reassurance, and clear answers to their problems. We discuss why stripping back your content to the essentials helps you convert strangers into clients. Key Takeaways: The Path of Least Resistance: Users on search engines and social platforms are looking for quick, easy-to-read answers. Complex, wordy copy often feels like high effort and leads users to scroll past. The Power of "Boring" Content: Data from our experiments consistently shows that plain, factual, and direct content increases click-through rates on Google Ads and time-on-page metrics compared to more exciting, sales-heavy copy. Less is More: Extra words act as a tax on the reader's time. We discuss the benefits of short-form emails and direct, concrete language over abstract adjectives like "amazing" or "incredible." The Q&A Strategy: Building your content around simple, frequent questions (like "Joint Borrower/Sole Proprietor") provides immediate value. This approach builds trust and helps your content rank better in search and AI results. The "Well" Analogy: When a potential client has a mortgage problem, they are "stuck in a well." They don't need entertainment; they need a clear, direct ladder to get out. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.
Tune in to our weekly LIVE Mastermind Q+A Podcast for expert advice, peer collaboration, and actionable insights on success in the Probate, Divorce, Late Mortgage/Pre-Foreclosure, and Aged Expired niches! Today's episode focuses on strategies for working late mortgage leads, maintaining long-term follow-up, and using technology to stay connected with prospects throughout extended decision-making cycles. Much of the discussion centers on how to approach late mortgage conversations without creating defensiveness, emphasizing value-driven outreach, relationship-building, and positioning yourself as a trusted resource rather than leading with a homeowner's financial challenges. The coaches share practical prospecting approaches, including circle prospecting techniques, home value conversations, and other low-pressure methods for opening meaningful dialogue. The conversation also explores the challenge of staying visible with prospects who initially engage but later become unresponsive, leading to a broader discussion about follow-up systems, drip campaigns, marketing funnels, and digital tools that help agents remain top-of-mind until prospects are ready to act. Throughout the episode, a recurring theme is that consistent communication, patience, and providing genuine value are often more important than any single script or marketing tactic. Ultimately, the discussion reinforces that building trust, staying visible, and creating effective follow-up systems are key to converting leads into long-term opportunities. Key Takeaways: - How to approach late mortgage leads without creating defensiveness or resistance. - Why leading with value and curiosity builds more trust than focusing on financial distress. - Practical prospecting techniques, including circle prospecting and home value conversations. - The importance of consistent follow-up when prospects become unresponsive or go quiet. - How marketing funnels, drip campaigns, and digital tools can help keep you top-of-mind. - Why long-term success comes from combining patience, visibility, and relationship-based communication. To learn more, visit https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market. #LateMortgageLeads #LeadGeneration #RealEstateProspecting #RelationshipMarketingPrevious episodes: AllTheLeads.com/probate-mastermindInterested in Leads? AllTheLeads.comJoin Future Episodes Live in the All The Leads Facebook Mastermind Group: https://facebook.com/groups/alltheleadsmastermindBe sure to check out our full Mastermind Q&A PlaylistSupport the show
In this episode, we dive into a cost-free, highly effective strategy to boost your mortgage website's performance. We explore why adding a simple adviser photo is one of the most powerful changes you can make to increase trust and lead volume. Key Highlights: The Experiment: We break down a recent test on a mortgage broker's website that compared identical web pages—one with an adviser photo and one without. The results? The page featuring the adviser's face generated 11% more leads. The Science of Trust: Ambiguity Aversion: People feel uncomfortable discussing private financial matters with strangers. Seeing a face reduces this uncertainty and builds immediate rapport. Hard-Wired for Connection: Our brains are evolutionarily designed to assess trustworthiness through faces, making them a more powerful trigger for trust than logos alone. Eye-Tracking: Studies show that when a user lands on a page, their eyes are naturally drawn to human faces immediately. Authenticity Wins: We discuss why generic stock photos are easily identified by users as "filler" and ignored. Real, authentic photos of your team members are essential for improving credibility. Practical Implementation: Every Page Counts: Don't relegate your team to just the "About Us" page. Every page is a potential meeting point with a client. Equipment Doesn't Matter: You don't need a high-end photoshoot to start. A simple, well-lit photo taken on an iPhone is significantly better than no photo at all. Avoid the Fake: A genuine iPhone photo will always outperform an AI-generated image that looks "too perfect" or fake, as visitors are naturally wired to spot authenticity. The Bottom Line: While showing your face is a major conversion booster, remember it works best as part of a solid foundation that includes persuasive copy, 5-star reviews, and a clear call to action. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.
Tune in to our weekly LIVE Mastermind Q+A Podcast for expert advice, peer collaboration, and actionable insights on success in the Probate, Divorce, Late Mortgage/Pre-Foreclosure, and Aged Expired niches! Today's episode centers on the importance of consistency, accountability, and long-term follow-up as the foundation for success in probate, late mortgage, and other distressed-property lead niches. Much of the discussion focuses on treating prospecting as a non-negotiable appointment, emphasizing that consistent outreach, rather than perfect timing or techniques, is what ultimately creates results. The coaches share insights on overcoming common prospecting challenges, including maintaining momentum during slower seasons, staying motivated when calls go unanswered, and using accountability partners to remain focused on daily activities that drive business growth. A recurring theme throughout the episode is the value of relationship-building over transaction-chasing, with multiple examples illustrating how patience, service, and ongoing communication often lead to opportunities months or even years after the initial contact. The group also explores the growing late mortgage market, highlighting how reaching homeowners before a notice of default is filed can create opportunities to provide solutions, connect borrowers with financing resources, and position yourself as a trusted advisor rather than simply a buyer or agent. Several members share real-world success stories that reinforce the power of persistence, including how small acts of service, consistent follow-up, and genuine problem-solving can generate repeat business, referrals, and multiple transactions from a single relationship. Ultimately, the episode underscores that sustained success comes from showing up consistently, building strong professional networks, focusing on solutions instead of sales, and remaining committed to helping people through difficult transitions. Key Takeaways: - Consistent prospecting and follow-up create more opportunities than relying on perfect timing. - Protect dedicated prospecting time and treat lead generation as a non-negotiable appointment. - Accountability partners and coaching help maintain momentum and improve long-term results. - Build a strong team of professionals (including mortgage brokers, attorneys, and other specialists) to provide more solutions for clients. - Adapt scripts to fit your personality and communication style while focusing on authentic conversations. - Small acts of service and relationship-building can lead to referrals, repeat business, and multiple transactions from a single client. - Late mortgage leads present unique opportunities to help homeowners before they reach the highly competitive pre-foreclosure stage. To learn more, visit https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market. #RealEstateTraining #ProbateRealEstate #RealEstateInvesting #RealEstateProspectingPrevious episodes: AllTheLeads.com/probate-mastermindInterested in Leads? AllTheLeads.comJoin Future Episodes Live in the All The Leads Facebook Mastermind Group: https://facebook.com/groups/alltheleadsmastermindBe sure to check out our full Mastermind Q&A PlaylistSupport the show
The Problem with Too Much Choice Decision Paralysis: More choice makes it harder for people to make a decision, even though they may feel helped by having options. The Jam Study: An experiment showed that while 24 flavours of jam drew more viewers, only 3% bought. When only six flavours were offered, 30% bought jam (10 times the sales). Simplicity outweighs options when the goal is to influence a decision. The Mortgage Experiment Results The experiment compared a website with a mortgage rates table (offering many choices) against a simple web form (offering one choice: get mortgage advice). The rates table cut lead volume by 100%, meaning no calls or callback requests were generated. Presenting a selection of mortgages causes confusion for clients who are actually seeking expert advice. What Mortgage Brokers Should Do Instead The website should function as a tool to persuade people to book an appointment with an adviser, not to sell the mortgage itself. Offer a Single Choice: The only option presented on the website should be to get advice. Make the Form Prominent: Do not hide the form behind a button. The form should be at the top of every page, as many visitors are returning, and a prominent form leads to more conversions. Build a Strong Foundation: Removing the rates table is a major part of the solution, but it is not a "silver bullet" on its own. Successful pages in the test included a variety of elements alongside the form: Recent Five-Star Reviews: Google and Trustpilot reviews are crucial assets, as they are sources people know and trust. Persuasive Copywriting. Niche Content: Tailoring content to a specific mortgage scenario (e.g., first-time buyers with a self-employed partner) helps address the client's exact problem and increases their likelihood of reaching out. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.
Tune in to our weekly LIVE Mastermind Q+A Podcast for expert advice, peer collaboration, and actionable insights on success in the Probate, Divorce, Late Mortgage/Pre-Foreclosure, and Aged Expired niches! On episode 574 of All the Leads Mastermind, Tim and Alyssa unveil a new reverse mortgage lead product designed for mortgage professionals, targeting homeowners 62+ with strong equity who are behind on payments but not yet in foreclosure. They explain how respectful, education-first outreach can create stronger conversations and help seniors stay in their homes while preserving value for lenders and agents. A key feature is a professionally written first-contact letter mailed on behalf of the broker, supported by an integrated print/mail and CRM system with accurate data, multiple phone numbers, and automated follow-up. Veteran reverse mortgage expert Laurie adds valuable insight on Life Expectancy Set Aside (LISA) accounts used to cover taxes and insurance, how reverse mortgages can help in divorce settlements or estate planning, and why reverse for purchase can be a powerful option for downsizing seniors. Throughout the call, experts also discuss probate, pre-probate, and late mortgage scenarios, reinforcing how education, trust, and compliance can turn difficult situations into opportunities. The core message: this is a complete, partner-driven system built to help brokers start conversations earlier, earn trust faster, and close more deals with less guesswork. Key Takeaways: - Not all late mortgage leads are equal. High-equity senior homeowners can be strong reverse mortgage opportunities. - The new product targets homeowners 62+ with significant equity who are behind on payments but not yet in foreclosure. - Professionally written first-contact letters are designed to educate, build trust, and start conversations early. - Life Expectancy Set Aside (LISA) accounts can cover taxes and insurance, helping protect seniors from future defaults. - Reverse for Purchase can help seniors downsize, while reverse mortgages may also assist in estate or divorce situations. - The ATL platform combines leads, CRM tools, print/mail services, and automation into one system built for execution. To learn more, visit https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market. Previous episodes: AllTheLeads.com/probate-mastermindInterested in Leads? AllTheLeads.comJoin Future Episodes Live in the All The Leads Facebook Mastermind Group: https://facebook.com/groups/alltheleadsmastermindBe sure to check out our full Mastermind Q&A PlaylistSupport the show
If you want to succeed as a loan officer, you need to know how to follow up with mortgage leads the right way.In this video, we break down the mortgage sales strategies that help loan officers convert leads into long-term clients. We explain the importance of speed to lead, consistent follow up, and building real relationships with borrowers.You'll learn how top loan officers approach mortgage lead conversion, why most brokers lose deals because they stop following up, and how a disciplined sales process can dramatically increase your production.Whether you're a new loan officer or trying to improve your mortgage lead conversion, these strategies will help you close more deals.Support the showJoin our weekly calls so you we can help you too!
Welcome back to The Lender's Playbook! I'm your host, Matt Rosen, and today we're tackling one thing every private lender wants: consistent, qualified deal flow.I sit down with Stephen Lawrence from BlueCraft Leads to break down their system designed specifically for private lenders. We cover how they attract serious borrowers, filter out unqualified leads, and deliver results for private lenders, brokers, and funds alike.If you're ready to stop chasing deals and start building a predictable pipeline, this episode is for you.Thank you Sponsor~ This episode is brought to you by Title Ease, a turnkey franchise solution to start your own title and closing company. Launch a new revenue stream, increase your enterprise value, and take control of your customers' transactions. Check them out at https://www.titleeasefranchise.com/ and meet them at the American Lending Conference, Oct 9–10 in Las Vegas. American Lending Conference -Oct 9-10, 2026 Las Vegashttps://www.americanlendingconference.com/
Handling Leads and "Flash to Bang" Time: Learn why contacting a lead instantly is "massively important" to prevent competition. David explains how to open the call with high energy, demonstrating that you are an expert and are "cool, social, relevant, interesting and intriguing".1 The Science of Sales: Understand how to utilise principles of influence, such as reciprocity, framing, negotiation, and future pacing, so clients say yes to your requests at a higher case value.1 Protection Conversation: David shares his highly effective technique for introducing protection early by asking, "If you lent me £250,000 and I died, would you want your money back?". He stresses the need to always present a client with three choices: a good, a better, and a best option.1 The Open Loop Referral System: Discover how to get more recommendations than you can "ever dream of" by neutralizing reciprocity. The system involves telling a client, "Don't thank me now, Alex," and setting up an "open loop" for them to repay the favor later by providing referrals.1 Recruiting and Training: David explains that he looks for four key traits in advisors—energy, an edge, the ability to execute, and a winner's attitude. He details how systemised training, using models he learned as a top financial advisor, can get an advisor banking £12,000–£15,000 a month within two to four months.1 If you're ready to build a strong, systemised business that can scale and sell, this is essential listening. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.
Your phone just pinged with a new lead—now what? Stop losing potential revenue by waiting. This episode with Terry Blackburn reveals the critical, almost instantaneous action you must take to increase your conversion rate by up to 80%. You will learn the secrets of a repeatable phone process, including how to master six different tonality types to immediately influence the conversation and why speed to the appointment is as crucial as speed to the call. Discover the single closing technique that eliminates objections, ensuring clients book the fact-find immediately. Finally, find out why leaving a descriptive voicemail is one of the biggest mistakes you can make, and the simple, counter-intuitive calling strategy that guarantees a return call because, as Terry asserts, a lead is never truly dead until one specific condition is met. Terry Blackburn is the founder of The Wealthy Advisor Club, a community and group coaching platform for brokers that has grown to over 692 members in just over eight months. After selling his firm, bespoke, Terry started the club to coach and help more brokers. The club offers three training sessions a week, typically covering lead generation, sales training, and other industry-related topics like mindset, habits, or building a property portfolio. Terry shared testimonials of clients who have seen significant results after implementing his processes: Two businesses doubled their revenue within three months, adding hundreds of thousands of pounds to their turnover. One advisor increased his biggest ever written commission month from £40,000 to over £100,000 as part of the Sesame Network. The ROI for the paid version of the club ($97 a month) is described as overwhelmingly high. The Wealthy Advisor Club can be found by searching on Google, LinkedIn, Insta, or Facebook, and is hosted on the SKOOL platform. A free version is available, which provides one training session a week. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.
Content Marketing 101 | All Things Content Marketing, Social Media & Personal Branding
Work with Me https://ashborland.com Follow me on IG https://www.instagram.com/ashborland/ Can you remove all emjois and — The FREE 30-Day Mortgage Broker Boost https://ashborland.com/boost Check out my YouTube channel https://www.youtube.com/@AshBorland Automate fact-finds, document checks, and medical questionnaires. Get a 2-month free trial: https://calendly.com/keychain-1/keychain-ash-borland
Tune in to discover:The Experiment: Learn about the A/B test that compared a webpage with a financial advisor's photo to one without, and what this revealed about immediate user trust.The Psychology of Trust: We explore the science behind why the human face is the most powerful and immediate trigger for trust, and how ambiguity aversion impacts your call-back requests.Authenticity is Key: Find out why stock photos and generic AI images won't cut it, and how to ensure your photo improves credibility and conversion rates.Actionable Next Steps: Get practical advice on where to place your team photos for maximum impact, what type of photos to use (smartphone or professional), and the critical elements that must be in place along with your photo for a successful lead generation strategy.Don't miss the insights that could transform your website from a generic landing page into a personal, trust-building lead machine. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.
The episode centres on the application of behavioural science, particularly the work of Bass Wouters and Dr. Robert Cialdini, to marketing, sales, and lead generation, emphasising how small, costless changes can lead to massive results.Key Topics Discussed:Behavioural Science vs. Market Research: Bass Wouters explains that behavioural science is fact-driven research on how humans actually make choices, contrasting it with traditional market research where people often inaccurately predict what will influence their behaviour. Case studies, such as the social proof message on UK tax payments and hotel towel reuse, demonstrated that appeals based on what peers are doing are far more persuasive than rational or environmental appeals.Daniel Kahneman's System 1 and System 2: The discussion explores Nobel laureate Daniel Kahneman's concept of two decision-making systems:System 1: The fast, instinctive, shortcut-based brain that makes the vast majority (90-98%) of decisions.System 2: The slower, rational, effortful brain.Wouters emphasises that persuasive efforts should focus on triggering System 1, which "runs the show," rather than System 2, which is targeted by rational arguments.BJ Fogg's Behavioral Model: The Fogg Behavioral Model is introduced as a framework for designing desired behaviour. Behaviour occurs when three factors converge at the same moment: Motivation, Ability (ease of the action), and a Prompt (trigger). Bas notes that most people incorrectly push for more motivation when they should be focusing on increasing ability (making the action easier) and ensuring the prompt occurs at the right moment (when motivation is high).The Power of Conciseness ("Word Jenga"): Wouters discusses the concept of "Word Jenga"—removing unnecessary words to reduce mental effort. Case studies show that shortening copy, even from three sentences to one, can lead to significant conversion increases (e.g., 46% increase on a landing page). They suggest communicating digitally with the simplicity required for System 1, which is compared to speaking to a "child of seven."Online Influence Lab and Workshop:Bass Wouters announces the launch of the Online Influence Lab on October 9th and a free workshop focused on practical, real-life case studies demonstrating how to design a winning prompt, increase ability, and boost motivation. He uses the case of "the Dutch Amazon" (bol.com) increasing product reviews by 400% as a workshop example. The online presence for the work is at onlineinfluence.com. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.
Many people assume Bing is cheaper due to less competition, while others dismiss Google Ads as too expensive. We put those assumptions to the test with comparable budgets to see which platform truly offers the best value.What you will learn by listening:The Shocking Cost Difference: Discover which platform was the "clear winner" in this specific campaign and how one delivered new clients for less than half the cost of the other.The Key Metrics: We break down the data on average Cost-Per-Click (CPC) and traffic volume, revealing a nearly two-fold difference in efficiency.The True Measure of Profitability: We calculate the final, eye-opening Cost to Acquire a Customer (CAC) for both platforms—the data that dictates profitability.The Ultimate Takeaway: Find out why the core lesson of this experiment isn't just about which platform won, but why you must never rely on industry assumptions and the crucial role of continuous, dedicated testing in financial services lead generation.Don't guess where to spend your budget. Listen now to get the concrete data and insights you need to make profitable decisions. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.
Content Marketing 101 | All Things Content Marketing, Social Media & Personal Branding
Check out my YouTube channel for deep-dive content on mortgage lead generation, sales tips, and client retention processes
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.
Content Marketing 101 | All Things Content Marketing, Social Media & Personal Branding
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D.O. welcomes powerhouse guest Michelle Berman-Mikel, founder of Berman Media PD and creator of "Beyond the Method." Broadcasting live from the Mastermind Summit 2025 in Las Vegas, D.O. and Michelle dive into effective social outbound prospecting—exploring how mortgage and real estate pros can build real influence online.
[HECMWorld] Do digital newsletters generate reverse mortgage leads? [Santa Monica Daily Press] California's $100 Million Mortgage Relief Program Includes Reverse Mortgages. [The Federal Reserve] Projected 2026 HUD layoffs, and the Trump administration is scrambling to rehire federal workers despite plans for further layoffs in 2026. Watch our video podcast here!
Prof. Robert Cialdini author of "Influence" says: " People follow the lead of many others." Richard Shotton who references Cialdini's work in his book "The Choice Factory" says: "People are deeply influenced by others." Social proof is a highly effective strategy for businesses. It can even help convince people to do something that they probably don't want to. Like paying their taxes on time. Getting regular 5-star Google reviews lets people know your business is popular. In the words of Cialdini "it reduces their uncertainty and gets them off the sidelines". If you want to generate consistent high quality leads then you'll want to start building social proof.
In this episode of the Insurance Producers Podcast, host Cyrus Jaffery sits down with Chelsae Schaefer to discuss the powerful habits that separate top producers from the rest. From tracking leads and appreciating referrals to delivering a customer experience that builds lasting trust, they discuss how consistency is the secret weapon in staying top of mind in the insurance world.Chelsae also shares her perspective on how insurance doesn't have to be boring—when you lead with authenticity, gratitude, and a strong follow-up game, the results speak for themselves. Whether you're just starting or looking to level up, this episode is packed with real talk and actionable insights you can use today.
Why do video marketing, what can you expect and how to be consistent with it? Mortgage Brokers Dan Howell, Thomas Honour, Alex Kerr and Anthony McQuilliam give us their top tips for video marketing success. You'll also hear from Chris Targett, Ash Borland, Louise Brogan, Luke Sherran, Valerie Morris, Joseph Bojang, Arthur Maskew, Tom Martin and Sarah Robinson with their best advice too.
In this conversation, Alex Machuca discusses the challenges and flaws of traditional lead generation in the mortgage industry.He emphasizes the importance of understanding when to invest in ads, the reality of lead quality, and effective strategies for follow-up and conversion. Machuca introduces innovative ad strategies and highlights the cost structure of lead generation services, advocating for a simplified approach to ad management. He shares key insights for mortgage professionals to maximize their advertising efforts and improve lead generation.Time Stamps:00:00 Introduction to Lead Generation Challenges02:48 The Flaws of Traditional Lead Generation05:48 Understanding When to Invest in Ads09:03 The Reality of Lead Quality and Conversion Rates12:03 Innovative Ad Strategies for Mortgage Brokers15:09 The Cost Structure of Lead Generation Services18:02 Simplifying Ad Management for Brokers20:58 Effective Follow-Up Strategies for Leads23:50 Maximizing Ad Spend for Results27:01 The Importance of Branding in Ads29:58 Key Takeaways for Mortgage ProfessionalsEpisode Resources:Connect With Alex on LinkedInCheck Out Lead Hackers FREE TrialWhen You're Ready:✅ Get Your Realtor Referral Score
Imagine having access to the unfiltered truth about buying mortgage leads straight from the mouths of experienced brokers. In this episode, we dive into the real-life stories of nine mortgage brokers who have navigated the ups and downs of lead purchasing. From the highs of securing new clients to the lows of dealing with subpar leads, these brokers share it all.
Most mortgage brokers struggle with converting leads into appointments—but what if you could consistently turn prospects into clients? In this episode, I break down the exact strategies that helped my team convert 703 mortgage leads into 611 booked calls. You'll discover how to attract, nurture, and convert leads using lead magnets, content marketing, and email automation.
The Best Time to Advertise for Mortgage LeadsIn this insightful podcast episode, we explore the critical aspect of timing in mortgage lead advertising. We delve into various factors that influence the effectiveness of lead generation and conversion in the mortgage industry.Key Insights on Lead Response TimeThe episode starts by highlighting the crucial importance of quick response times in lead conversion:Responding within the first 5 minutes significantly increases your chances of qualifying a lead.Delays in response time can dramatically reduce conversion rates.Being the first to respond gives a substantial competitive advantage.Advertising Schedule StrategiesWe discuss the pros and cons of different advertising schedules, challenging some conventional wisdom about when to run ads.Broker Preferences vs. RealityThe episode reveals interesting findings from a LinkedIn poll about mortgage brokers' preferences for receiving leads, and how these might not always align with optimal lead generation times.Conversion Rates: Bought vs. Brand-Generated LeadsWe explore the differences in conversion rates between purchased leads and those generated by a brand's own efforts.Exclusive Case StudiesThe highlight of this episode is the presentation of three detailed case studies from real mortgage brokers. These studies provide valuable, data-driven insights into:The most effective days and times for generating high-quality leadsSurprising findings about weekend lead generationThe impact of advertising schedules on lead quality and conversion ratesListeners will gain practical, actionable insights from these case studies that could significantly improve their lead generation strategies.This episode is a must-listen for mortgage professionals looking to optimise their advertising efforts and maximise their lead generation success.
Episode Summary: In this conversation, Geoff Zimpfer and Todd Bookspan discuss the importance of honing skills in the mortgage and real estate industry, emphasizing the need for professionals to adapt to changing market conditions. Todd shares his experience with a 100 calls challenge and highlights the upcoming Modern Mortgage and Real Estate Summit, which aims to provide actionable insights for industry professionals. ⏰ Timestamps ⏰ 00:00 Introduction and Setting the Stage 02:50 The Importance of Fundamentals in a Changing Market 05:43 Building Relationships and Asking for Referrals 10:44 Preparing for the 100 Calls Challenge 17:15 The Modern Mortgage and Real Estate Summit 25:51 Final Thoughts and Call to Action Connect with Todd Bookspan: LinkedIn: https://www.linkedin.com/in/toddbookspan/ Instagram: https://www.instagram.com/toddbookspan/ WinByNoon: https://winbynoon.com/todd/ GuildMortgage: https://www.bookspanbaker.com/about-our-mortgage-team/todd-bookspan/ ================================== Subscribe and Listen to the Podcast HERE:
Today's episode of the All The Leads Mastermind podcast began with Travis Wade sharing his recent success using lead mortgage leads, leading to a property listing and potential wholesale deal within a week. The discussion then shifts to elaborate more on ATL's new late mortgage lead program, and how these leads are contacted early in the mortgage delinquency cycle offering opportunities for real estate professionals to provide solutions and potentially gain future business. Callers shared their experiences with pre-foreclosure strategies highlighting the importance of educating homeowners about their options to avoid foreclosure and bankruptcy. The conversation also covered market trends including the impact of interest rates and changes in California probate law. Bruce from Probate Mastery educated listeners on his probate training resources and the discounts available when signing up through All The Leads, while Matt from Appointments Today highlighted the value of consistently calling leads when paired with Facebook retargeting and how his company can manage this task. The podcast concluded with ATL emphasizing their commitment to building long-term relationships and providing cost-effective lead generation solutions.Previous episodes: AllTheLeads.com/probate-mastermindInterested in Leads? AllTheLeads.comJoin Future Episodes Live in the All The Leads Facebook Mastermind Group: https://facebook.com/groups/alltheleadsmastermindBe sure to check out our full Mastermind Q&A Playlist Support the show
Special guest and founder of Loans on Demand Luke Shankula joins D.O. to share his proven system for generating quality mortgage leads online. Learn how to build a steady stream of prospects without cold calling or begging for referrals.
In today's episode, we're diving into a quirky, yet powerful secret to brand success: rhyming. We've all heard those catchy jingles and slogans—"Beanz Meanz Heinz" or "Once you pop, you can't stop!"—but why do they stick with us? Is there more magic to a rhyme than we realise? Richard Shotton and Alex Thompson dug into this very question, and the science is clear: rhymes are twice as memorable as non-rhyming statements. So, whether you're building a brand or just trying to stand out in a crowded marketplace, could a little rhyme be the key to staying top of mind? Today, we'll explore this research and even test it out on friends, colleagues, and—spoiler alert—my team, to see how the power of rhyme really stacks up. So, settle in and let's rhyme our way to better branding!
Join Chris Targett and special guest Louis Adkins as they dive into the world of YouTube advertising, an essential tool for mortgage advisers striving for peak visibility online. Louis, a seasoned expert in leveraging YouTube for business growth, unveils his journey from a university business owner to a thriving entrepreneur, shedding light on the potent blend of understanding your audience and crafting impactful ad campaigns. This episode is packed with golden nuggets on navigating the technical setup of ads, smart budgeting practices, and evaluating campaign success, all tailored for mortgage advisers keen on mastering social media for mortgage advisers. Whether you're looking to spruce up your mortgage marketing strategy or keen on advanced lead generation techniques for mortgage advisers, this discussion promises a wealth of practical advice for harnessing the power of social media to expand your clientele. Perfect for mortgage advisers eager to boost their online presence and win more business through effective social media strategies.
Content Marketing 101 | All Things Content Marketing, Social Media & Personal Branding
Research by Luca Cian, Aradhna Krishna, and Ryan S. Elder—published a behavioural science experiment: ‘A Sign of Things to Come' which shows that dynamic imagery, or visuals that suggest motion, can actually influence our behaviour.One of the most interesting tests involved a warning sign for falling rocks. In one version, the rocks had already landed at the bottom of the cliff. In the other, the rocks were depicted mid-fall, as if gravity had just pulled them from the cliffside.The results were fascinating. Drivers slowed down and paid more attention to the sign with the rocks in mid-air. The implied movement triggered a response—our brains couldn't help but notice it. This effect isn't about consciously choosing to look; it's subconscious. Movement, even implied movement, has a way of pulling our focus.This got my team and me thinking: if this works on road signs, could it work in marketing? Could images that suggest movement—like kids running through a room, a car driving past a house, or a football with a shadow suggesting it's just been kicked—grab people's attention in the same way? And, more importantly, would this attention translate into action? Could it actually generate more leads?So, we set up a series of experiments to find out. For Facebook ads, we used two types of images: one set featured static visuals, like an empty lounge or a stationary object. The other set used visuals with implied movement, such as kids running through the lounge. We wanted to see which images would make people stop scrolling and click.But we didn't stop there. We extended the test to Google Ads and landing pages. Some pages featured static images, while others used animations or visuals suggesting movement. Half the visitors saw one version; half saw the other. The question was simple: does adding motion—or the impression of motion—get more people to leave their details and inquire about a mortgage?We even asked a few people to compare pairs of images and tell us which one grabbed their attention first. From an empty lounge to kids running, from a plain football to one with a shadow, we wanted to understand what drew their eyes.
We pose the following question to all our guests on our podcast: "So we're going to pretend that you've moved to the North of Scotland, you've got a laptop and a mobile phone with internet connection." What would you do to start your mortgage business? It's a great way to find out how successful mortgage advisers would generate leads if they were to start all over again Here's Thomas's answer.
Content Marketing 101 | All Things Content Marketing, Social Media & Personal Branding
YOUR MORTGAGE LENDING BUSINESS STARTS HEREUnlimited Free Mortgage Leads Powered by Proprietary Mortgage CRM/POS/LOS Software & AIView the video at https://youtu.be/LVe3MxIxrdE Join The Mortgage Calculator now at https://themortgagecalculator.com/joinWhat makes working with The Mortgage Calculator different?We are a Non-Delegated Correspondent lender with the proprietary mortgage technology tools to empower loan officers to scale their business exponentially, instantly!Whether company leads or self-generated leads, we believe that every Loan Officer needs a full pipeline to succeed. We empower all our Loan Officers to fill their pipeline daily with new company leads, or use our lead generating CRM to create their own leads!The Mortgage Calculator Business ModelNon Delegated Correspondent with 130+ Lenders & Investors!Brokered and Correspondent Loans for our Borrowers!Over 5,000 Loan Programs as a Correspondent Lender with 32 Correspondent InvestorsAlways Best Rates/Pricing - Correspondent Always Beats Broker Pricing!Over 105 Wholesale Lenders For Specialty LoansEvery Loan Program Available! (VA, USDA, FHA, Fannie Mae, Freddie Mac, CDFI, Non-QM, Commercial, DSCR, Mixed Use, SBA and Thousands More!)The Mortgage Calculator Lending TechnologyFully Integrated Cloud Website with AI, POS, CRM & LOSProprietary Software Built for Us, by Us!One Login for LOs - One Login for CustomersCALVIN AI TechnologyProspects Instantly Flow from Name/Email/Phone to Live Rates to Complete 1003 to Credit & Liabilities all Set in Custom Encompass Based Platform50+ API Integrations with Encompass, Optimal Blue, CIC Credit, Meridian Link, Accountchek, Appraisal Works, Google AI, VOIP Phone, Email, SMS, MMS, DNC, Google Maps, Zoho, SignRequest, Zillow, Public Tax Data, DU/DO, LP, ZapierCatch all the episodes of the Loan Officer Training Podcast at https://themortgagecalculator.com/Page/Loan-Officer-Training-Series-Podcast Catch all the episodes of the Loan Officer Training Podcast at https://themortgagecalculator.com/Page/Loan-Officer-Training-Series-PodcastLoan Officers for Unlimited Free Non-QM Leads & Trainings Join The Mortgage Calculator at https://themortgagecalculator.com/joinThe Mortgage Calculator is a licensed Mortgage Lender (NMLS #2377459) that specializes in using technology to enable borrowers to access Conventional, FHA, VA, and USDA Programs, as well as over 5,000 Non-QM mortgage loan programs using alternative income documentation! Using The Mortgage Calculator proprietary technology, borrowers can instantly price and quote thousands of mortgage loan programs in just a few clicks. The Mortgage Calculator technology also enables borrowers to instantly complete a full loan application and upload documents to our AI powered software to get qualified in just minutes! Our team of over 350 licensed Mortgage Loan Originators can assist our customers with Conventional, FHA, VA and USDA mortgages as well as access...
Paige has had a life-long history in the real estate industry, growing up with her mother owning a real estate company, working numerous jobs around many different facets of mortgage, housing, and real estate, all until she landed back into becoming a mortgage broker in 2018.
In this crossover episode of The Loan Officer Wealth Podcast, we are joined once again by Carl White from Mortgage Marketing Animals. Initially recorded on Carl's podcast, Loan Officer Freedom, this episode covers an incredible amount of valuable information about artificial intelligence in the mortgage industry.
Between fallout from Silicon Valley Bank's collapse, the latest Fed announcement, and more news of stubborn inflation, there's plenty of economic drama continuing to unfold. The question on every lender's mind is: Has the market finally bottomed out? In our new Clear to Close episode, the Maxwell team is back to discuss the industry's biggest happenings and forecasts for the remainder of 2023, including how hosts Alan, Bryan, and AI think loan volume may trend if rates stay near 7%.
On this episode of Broker to Broker, host JP Hussey is joined by Broker Owner of Pinnacle Mortgage Corp, Kurt Strandson. Kurt has a wealth of experience, insight, and influence. As the former president and chairman of the Mortgage Bankers and Brokers Association, with experience lobbying for broker and homeowner rights since the crash of 2008, Kurt brought his years of advocacy expertise and experience to his new role as the AIME Legislative State Captain of New Hampshire. Kurt shares not just his knowledge of advocating for homebuyers and his fellow brokers, but also his knowledge of running and scaling a successful, growing brokerage. Kurt's strategy for organic lead generation by way of fostering relationships with his clients and community before, and especially after closing on homes, is his secret to evergreen referrals and leads. “We focus on customer experience throughout the transaction. Not just throughout the transaction, but after the transaction. Many companies will focus on going out and entertaining some realtors asking for the next new loan. We spend a lot of time on a yearly basis, 7 to 8 events a year, where we invite our most recent clients to events after they closed, and we're formulating relationships with them. We're inviting their families or kids. We do stuff in the local community and we're building those relationships so they know that we care. It's not ‘Oh, your loan is closed, we're not going to see it for a long time'. Your first loan is done, and that's how you build those lasting referral relationships. You're providing a level of service. They come to us, with questions like, ‘Hey, I need a plumber,' or ‘Hey I need a solar guy,' or they're coming back asking for referrals. It keeps that dialog going. So it's not just a one-and-done transaction. And then that's how you build some loyal relationships. They rely on you. They rely on you for your knowledge, your professionalism, your experience, and you're able to provide that for more than just on a one transaction deal.” Key Points: 2:01 Starting Out As a Broker in New England 7:31 Broker Advocacy in Action 11:27 Advocacy Strategies — Local to National 13:37 Why Employees and Homebuyers Go Broker 18:38 Pinnacle's Structure and Growth Strategy 22:36 Lead Generation via Fostering Relationships This episode is sponsored by Change Wholesale
Mortgages For Millennials Author Alex Lavender is on the latest episode of The Loan Officer Wealth Podcast! This exciting conversation will dive deeper into his new book Mortgage For Millenials and making your content fit best with what your audience is looking for. During this incredibly valuable conversation we discuss: -Alex explains why buying cold online leads is often a bad use of your time and resources and how hard they are to convert into actual revenue. -Alex dives deeper into informational marketing and how you should take advantage of this by tailoring your content to these specific questions people frequently ask. -Alex also explains the importance of committing a small chunk of time each day to doing something new and challenging. #MortgageMarketing #mortgagepodcast #loanofficers #mortgageofficers #mortgageexpert #loanofficer #mortgage #loanofficermarketing #podcasting #mortgagebroker #wealthmanagement #theloanofficerpodcast #chrisjohnstone #database #coach #leadership #alexlavender #relationships #video #textmessages #referrals #mortgagesformillennials #alexlavender
In this video "The #1 Key To Convert In All SalesI'm talking about likability and building a relationship. The number 1 aspect of someone doing business with you is if they like you. Before your product or service or anything else, it really falls on the feeling you give the client and the way they feel about you. This is part of a 1 hour speech called "Creating the Competitive Advantage" Sign up for the Academy for $99 a month for the full video, weekly coaching calls, and sales, leadership, and mindset virtual training academy! https://acezacademy.com/link here ^✅ Most Important Video for Sales People1. The Real Way To CLOSE Deals And Build Relationships In Saleshttps://youtu.be/_HDljd3Ad8E2. How Sales Can Change Your Life Toohttps://youtu.be/Amikb-0-kIA3. MILLION DOLLAR FOLLOW UP PROSPECTING STRATEGYhttps://youtu.be/3XookZ47XRc4. We don't misshttps://youtu.be/Kyd1Jx5KTL45. Are You Ready?https://youtu.be/gUJyd-XFnXU6. Handling Sales Objectionshttps://youtu.be/kzBUxWSk7eA7. Difference between a sales person and a sales leaderhttps://youtu.be/GPMuRjYjCpA✅ Book a FREE Personal Consultation Callhttps://calendly.com/acezacademy/15min?month=2022-11Check Out thisThe 10 Keys Of Sales: The Formula To Reach Your Top Sales Capabilitieshttps://www.amazon.com/dp/B09X4NNHFT?psc=1&smid=ATVPDKIKX0DER&ref_=chk_typ_imgToDpConnect on social media:https://linktr.ee/AcezAcademy
In this video "The TOP Follow Up and Prospecting Tools for all Sales People!"We talk about how a good hunter or camper goes out prepared and equipped with all their tools and resources. Well as a sales person you should be equipped with all your tools and resources. Things like:Pre made texts Pre made emailsPre made voicemailsIntroduction of the dayStory to share of the dayStrategy for the dayETC.In this video I also give you the formula for a great message:1. Ice Breaker2. Benefit3. Urgency4. CloseYou can use that in a email, voicemail, or a text for any type of sale. Get the full templates and scripts on ACEZ ACADEMY! As a matter of fact if you are reading this put discount code RKT and waive your upfront fee!✅ Most Important Video for Sales People1. The Real Way To CLOSE Deals And Build Relationships In Saleshttps://youtu.be/_HDljd3Ad8E2. How Sales Can Change Your Life Toohttps://youtu.be/Amikb-0-kIA3. MILLION DOLLAR FOLLOW UP PROSPECTING STRATEGYhttps://youtu.be/3XookZ47XRc4. We don't misshttps://youtu.be/Kyd1Jx5KTL45. Are You Ready?https://youtu.be/gUJyd-XFnXU6. Handling Sales Objectionshttps://youtu.be/kzBUxWSk7eA7. Difference between a sales person and a sales leaderhttps://youtu.be/GPMuRjYjCpA✅ Book a FREE Personal Consultation Callhttps://calendly.com/acezacademy/15min?month=2022-11Check Out thisThe 10 Keys Of Sales: The Formula To Reach Your Top Sales Capabilitieshttps://www.amazon.com/dp/B09X4NNHFT?psc=1&smid=ATVPDKIKX0DER&ref_=chk_typ_imgToDpConnect on social media:https://linktr.ee/AcezAcademyAll social medias at the bottom ^
In this episode, you'll learn about the impact of having the most Google reviews in your local area.Brought to you by the team at The Lead Engine who specialise in generating leads for financial advisers and brokers.
Hi, Thanks for watching our video about The Number One Thing You Should Be Doing With Your LeadsThe Goal:To be active all day long by prospecting to the fullest ability and leveraging all your resources. The why:A lot can change in someone's life and if everyone just calls 1 time then how will you build the competitive advantage? You have to call multiple times, voicemail with energy and creativity, text multiple times with creativity and energy, and do the same for the email.. Humans change every single day so if someone does not want to do something right now, it's our job and duty to find out why and speak to them when they're in the right mental state.If you want to make sure you leave no meat on the bone when prospecting, then prospect like a true hunter.. Land, air, and sea. Call, voicemail, text, email in the morning, then do a different message in the afternoon, and do a final message in the evening.. You will find that people respond back to you on the second and third times more than the first. Strategy:Get your team together or yourself if you're an individual and think of creating voicemail, text, email, that will get someone to respond to you. Then think of two more that are different for the afternoon and evening in case they don't respond to the first or second..Every lead needs to be called, texted, emailed and left with customized messaging that you makeFollow up leads and new leads should have different scriptingActivity:Create with your team creative voicemail, text, and email script for the day for 3 rounds - be creative, reach out to me if you need help. MorningAfternooneveningGet your lead assignment and load up a customized list to dial todayRecord your new voicemail for the morning, afternoon, and eveningHave your texts and email scripts for the morning, afternoon, and evening ready to go so you can copy paste them and work effectively. Schedule:Schedule in the morning - Execute on text, email, voicemail to your whole pipeline = new leads and old leadsLunch - Follow up with your pipeline and get lunchAfternoon - Call leads again and execute on the voicemail, email, and text round 2Evening- Call leads again and execute on the voicemail, email, and text round 3Leader does activity checks so we make sure this gets done and confirms execution in the morning, afternoon, and eveningThe result….If you or your team runs this exercise fully you will get double the responses you typically get on average which will lead to more sales and more results. The whole point is to get more action going throughout your day. JOIN OUR ACADEMY AND WE MAKE THE PLAYS FOR YOU!acezacademy.comWe have an online virtual training academy for sales, leadership, mindset with weekly coaching and mentoring available. #leadbuy #sales #prospect Check out our other videos and make sure you sign up to our community on our linktree! https://linktr.ee/AcezAcademyAll social medias at the bottom ^Support the show
Andrew's passion has been Digital marketing & lead generation since 2004. He started out selling websites to Realtors over the phone & got pretty good at it, but quickly realized he was selling something he didn't believe in. 2 years later he co-founded my first company. He offered mortgage website templates, & it was there I discovered conversion rate optimization (CRO). We weren't doing CRO, & my then-partner had no interest in it. That inspired him to start leadPops. In 2011, he co-founded leadPops.com. Our mission is to help clients convert web traffic into exclusive leads/customers. Website: www.leadpops.com
During this powerful episode, you get to learn: Generate 3 to 5 Quality Mortgage Appointments PER DAY That Close Regardless of Market Conditions. Build a solid system that works for you and lets you focus on money-making activities. See the result yourself and know what are the important & critical statistics that can change a lot in your mortgage business. And More! Book a free one-on-one strategy call: https://www.cigrowthcall.com/
During this powerful episode, you get to learn: How should mortgage professionals and business approach TikTok. Content creation and framework that converts. Insight on TikTok ads, what type of targeting options does TikTok offer. Interviewing your customers about their experience and converting them into content. And More… Dennis Yu's best selling book on Amazon - The Definitive Guide to TikTok Advertising: How to Access 1 Billion People in 10 Minutes! Make sure you subscribe as we have an incredible lineup of future guests coming for you! P.S - Do you want a minimum of 3 quality sales appointments per day? That's the minimum result that we are seeing from our Concierge agents that are calling qualified realtors and past clients right now! Book a one on one strategy call to learn how we can fill your calendar with quality appointments automatically! Click Here To Book: https://msgsndr.com/widget/appointment/connection-inc/bmc-strategy-60min #MortgageMarketing #MortgageOfficers #LoanOfficers #MortgageTips
Broker/Owner of Destiny Mortgage Lending, Melanie Walburg, turns to unique sources for mortgage lead generation. “Grow and thrive, think outside the box,” she advises. During the past two years, she has originated over $60 million in mortgage loans in the state of Georgia by connecting with CPAs, divorce attorneys, and clients who have purchased or refinanced a home. “It's all about the units. Every loan is a potential referral connection for other clients,” she says. Don't be afraid to offer help to others in the Brokers Are Better, VIP, and Women's Mortgage Network Facebook groups. As a result of helping other brokers, Melanie has been able to gain referrals. Melanie is a seasoned mortgage professional with over twenty years of experience. Originally hired as a receptionist for a construction finance company in 1995, she was soon promoted to an executive position. Following, she became a loan officer, then she started her brokerage in 2005. After surviving the 2008 crash, she kept her advice of working hard, maintaining good ethics and morals, and pivoting into the future. “You have to prepare for the lean times,” she advises. Keeping honest communication is always important, but during this year's rising interest rates, it is even more crucial. Keep the listing agent informed of any updates, including when the appraisal is completed and the disclosures are available. Only ask for what the underwriter will ask for - don't overburden the borrower with paperwork. “It's all about the experience, for both the borrower and the real estate agent.” Notes: 1:30: Intro6:00: On Becoming a Mortgage Broker7:00: A Recipe for Longevity12:20: How to Generate Leads Organically for Mortgage Brokers20:00: Honest, Open Communication26:00: BRAWL Spectrum Test29:00: Gaining Referral Sources from the Community36:50: Recommended Tech Stack and Mortgage Processes This episode is sponsored by leadPops.