Podcasts about mortgage lenders

Strong marketing can generate leads, but without a system to nurture, organize, and follow up with those opportunities, growth stalls. In this episode of the Hit Record Podcast, Meredith Olmstead sits down with Frank Prinzivalli, VP of Residential Lending at Middlesex Federal Savings, to discuss how HubSpot transformed his lending process. From managing referral relationships to tracking borrower journeys and automating follow-up, Frank shares how technology helps lenders stay organized while creating a more personalized experience for borrowers.Key Takeaways:1. Organization Drives Better Follow-Up. Before implementing HubSpot, leads were coming from multiple sources, including referrals, real estate agents, attorneys, past clients, and community connections. Centralizing those opportunities into one system made it easier to track conversations, manage follow-up, and ensure no potential borrower slipped through the cracks.2. Consistent Communication Wins More Business.  Many borrowers are not ready to make a decision immediately. Automated email campaigns, educational content, and regular touchpoints help keep lenders top of mind, so when the timing is right, borrowers and referral partners know exactly who to call.Technology Helps Personalize Relationships at Scale. The goal is not to replace personal relationships. Instead, tools like HubSpot allow lenders to maintain meaningful connections with more people by tracking activity, organizing pipelines, and providing context for every interaction throughout the lending journey.

Rate--the Chicago-based mortgage lender whose name appears on the White Sox stadium-- has launched RateFit--a line of fitness clothing. The company describes the line as a wellness-driven lifestyle brand that plays into the "rhythm of hybrid lives," where users can go straight from their morning workout to a coffee meeting or even a cross-country flight. Items in the 14-piece debut collection range in price from $46 to $105. The apparel is available at RateFit.com or on the Rate App.

Rate--the Chicago-based mortgage lender whose name appears on the White Sox stadium-- has launched RateFit--a line of fitness clothing. The company describes the line as a wellness-driven lifestyle brand that plays into the "rhythm of hybrid lives," where users can go straight from their morning workout to a coffee meeting or even a cross-country flight. Items in the 14-piece debut collection range in price from $46 to $105. The apparel is available at RateFit.com or on the Rate App.

Rate--the Chicago-based mortgage lender whose name appears on the White Sox stadium-- has launched RateFit--a line of fitness clothing. The company describes the line as a wellness-driven lifestyle brand that plays into the "rhythm of hybrid lives," where users can go straight from their morning workout to a coffee meeting or even a cross-country flight. Items in the 14-piece debut collection range in price from $46 to $105. The apparel is available at RateFit.com or on the Rate App.

In this LoanOfficerPodcast.com episode, the host Chris Johnstone discusses how AI is rapidly transforming the mortgage industry and why loan officers need to adapt now to stay ahead. This episode dives deep into how ChatGPT, Gemini, Claude, and other AI platforms are beginning to recommend mortgage professionals directly to consumers searching for lenders online. Chris explains the exact strategies being used right now to help loan officers improve their digital authority, increase visibility inside AI searches, and generate more referral-style leads. In this episode, you'll learn: How ChatGPT and AI search are changing mortgage lead generation Why online conversations, Facebook groups, Reddit, and social proof matter more than traditional SEO How to use AI-generated newsletters and local content to position yourself as the trusted expert in your market Chris also shares practical examples, AI strategies, and the mindset shift loan officers need to understand as the industry moves from traditional Google search into AI-powered recommendation engines. If you want to learn how to position your mortgage business for the future and start leveraging AI before the majority of the industry catches on, this episode is packed with valuable insights and actionable ideas. Listen now and subscribe for more mortgage marketing, AI, and lead generation strategies. If you enjoy the episode, please leave a 5-star review. Your support helps us continue bringing top-level content and interviews to the mortgage industry.

Mortgage Lenders Can't Rely on Trigger Leads Anymore. Here's What Comes NextTrigger leads have been one of the mortgage industry's favorite shortcuts.That shortcut is changing.In this episode of The Fintech Hunting Podcast, host Michael Hammond sits down with Katharine Loveland, SVP General Manager at Volly, to break down what the new trigger lead environment means for mortgage lenders, servicers, loan officers, and marketing leaders.For years, many lenders leaned on reactive marketing: trigger leads, batch emails, speed-to-phone tactics, and last-minute refinance outreach. But as trigger lead legislation reshapes the competitive landscape, lenders can no longer depend on buying access to borrowers at the moment they apply somewhere else.The lenders that win the next market cycle will be the ones that already own the relationship.Katharine explains why mortgage retention is no longer a nice-to-have — it is becoming one of the most important revenue strategies in lending. As refinance opportunities return, lenders need to know which borrowers are ready, who is at risk, what messages matter, and how to engage customers before competitors do.This conversation covers:Why trigger lead changes are forcing lenders to rethink growthWhy retention is now a strategic priority, not just a marketing taskHow lenders should prepare for the next refinance waveWhy borrower relationships need to be built before rates dropHow AI can help prioritize outreach and personalize engagementWhy portfolio intelligence matters more than generic campaignsWhat lenders can do now to protect past customers from competitorsHow marketing automation can support smarter borrower recaptureThe big takeaway: if your retention strategy starts when the borrower is already shopping, you are too late.Mortgage companies need to stop relying on shortcuts and start building a system that keeps them connected to borrowers throughout the entire homeownership journey.This episode is a must-watch for mortgage executives, loan officers, servicers, marketing leaders, fintech vendors, and anyone trying to build a smarter borrower engagement strategy in a changing market.Guest: Katharine Loveland, SVP General Manager, VollyHost: Michael Hammond, Founder & CEO of NexLevel Advisors and host of The Fintech Hunting PodcastLearn more about Volly: myvolly.comSubscribe to The Fintech Hunting Podcast for more conversations on mortgage technology, fintech innovation, AI, borrower retention, lending strategy, and the future of financial services.#MortgageMarketing #TriggerLeads #MortgageRetention #BorrowerRetention #MortgageTechnology #MortgageAI #AIinMortgage #MortgageLending #RefinanceStrategy #LoanOfficers #Fintech #FintechHunting #Volly###Michael Hammond, Founder & CEO of NexLevel Advisors, is the leading fractional CMO in mortgage and mortgage technology, specializing in AI-powered growth strategy and audience development.

Send us Fan MailWe break down what an investor friendly mortgage broker actually does and why it can be the difference between a dead deal and a closed deal. We also get real about rehab timelines, underwriter pushback, and the “weekend warrior” trap that quietly wrecks budgets. • why a mortgage broker adds flexibility by shopping 50 plus lenders • how the 2022 rate jump pushed lenders toward investor loan products • what DSCR and fix and flip financing look like in real life • why underwriters hesitate on first time investors and how we document the deal • 12 month interest only rehab loans plus sell or refinance options and extensions • why DIY rehabs often fail on time, permits, and true labor and material costs • the three first steps before buying a rehab: credit, contractor, and ARV • how Epic Mortgage expanded from Chicago into nationwide investor lending • Dante's next goal to publish a second book and why education matters “And if you're new to Dwanderful, I want you to go to my website, Dwanderful.com, and just opt in.” “If you have enjoyed talking to Dante and listening to us chat today, I want you to do me a favor and I want you to like and follow and leave a five-star review.”  Support the showThanks again for listening. Don't forget to subscribe, share, and leave a FIVE-STAR review.Head to Dwanderful right now to claim your free real estate investing kit. And follow:http://www.Dwanderful.comhttp://www.facebook.com/Dwanderfulhttp://www.Instagram.com/Dwanderful http://www.youtube.com/DwanderfulRealEstateInvestingChannelMake it a Dwanderful Day!

AI is everywhere in mortgage right now. Results are not.In this episode of the FinTech Hunting Podcast, Michael Hammond sits down with Michael Vandi, CEO of Addy AI, for a direct conversation about the growing gap between AI hype and real execution in mortgage and fintech.Why are lenders hearing endless AI pitches but still struggling to create meaningful operational change? Why are so many tools impressive in a demo but disappointing in the real world? And what actually has to happen for AI to improve workflows, reduce friction, and create real business value?This episode breaks down:Why AI fatigue is growing in mortgage and fintechWhy most AI solutions fail inside real lending environmentsWhat lenders actually need from automation todayWhere AI can create leverage in loan setup and underwritingWhy workflow-specific execution matters more than flashy softwareWhat separates true innovation from vendor hypeIf you work in mortgage, lending, banking, fintech, or AI, this is a conversation about what is really changing, what is not, and where the biggest opportunity is being missed.Subscribe to FinTech Hunting for conversations with the leaders building the future of financial services, mortgage technology, AI, and digital transformation.#FinTechHunting #MortgageAI #FintechPodcast #Lending #MortgageTechnology #ArtificialIntelligence #Underwriting #Automation #FinancialServices #AddyAI

In this episode, Phil sits down with Emma from Skipton Building Society to discuss how easy switching mortgage lenders can be. If you're wondering whether moving away from your current lender is worth it, this conversation covers why homeowners choose to switch, how long the process can take, and what costs you might need to factor in. Phil and Emma also explore how to compare mortgage deals properly and what support is available along the way, so you're not navigating the process alone. If your current deal is ending or you're simply looking for a better option, this episode will help you understand what switching lenders really involves and how to approach it with confidence.

A Michigan mortgage lender is facing a federal class action lawsuit over alleged robo-calls that used artificial voice technology. The case claims the company contacted consumers without permission, potentially violating the Telephone Consumer Protection Act. In this episode of Real Estate News for Investors, Kathy Fettke explains what the lawsuit could mean for mortgage lenders, real estate professionals, and investors as artificial intelligence becomes more common in marketing.

Send a textSwapping first-time homebuyer journeys with San Antonio Realtors Matt Reyna and Zach Enriquez—what we believed going in, what surprised us, what almost derailed the process, and what we'd do differently today.Most people think buying your first home is a math decision. In real life it's emotional, messy, and full of bad advice from friends, family, and social media. In this episode we break down the real first-time buyer experience from three angles (Realtor + Realtor + Mortgage Lender), including what matters most: credit, income, mindset, equity, and how to stop letting other people's opinions talk you out of building wealth.In this episode you'll learn:- The biggest first-time homebuyer myths (and what's actually true)- How credit and planning impact your options (even with zero down programs)- Why “keeping up with the Joneses” keeps people renting- How equity can become a long-term wealth tool (not just a house)- What Realtors and lenders wish buyers understood before shoppingGuests:Matt Reyna — San Antonio RealtorZach Enriquez — San Antonio RealtorPowered by LoanBot — Smarter Mortgage Matching (App Store + Google Play)

In this episode of the Real Estate Pros podcast, host Micah Johnson welcomes Rolando Nandin, a seasoned mortgage professional with over 15 years of experience in the industry. Rolando shares his journey from software sales to mortgage underwriting, highlighting the importance of understanding the intricacies of lending and how it shapes his approach to customer service. He emphasizes the need for clear communication with clients, breaking down complex legal jargon into understandable terms, which is crucial for building trust and ensuring a smooth lending process.   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   —--------------------

Rita Santamaria interviews Chris Kelso, producing regional manager at Rate, to discuss why agents should get to know their loan officers, quarter points and BIPS, finding independent contractors, marketing yourself within your sphere of influence, mastering the mundane, and how “money will follow if you have a passion for what you do.”

In the final episode of our Shared Ownership special, host Rob Barnard sits down with industry expert Rob Thomas, former Economist at the Bank of England and Senior Policy Adviser to the Council of Mortgage Lenders. Rob has played a pivotal role in shaping Pepper Money's Shared Ownership White Paper, and in this episode he brings his deep industry knowledge to the table. Together, they explore the evolution of Shared Ownership, its future potential, and how lenders can better support the customers it's designed to help.

One in five mortgage holders choose their lender because they already have another financial product with them according to Which? research. But does that loyalty actually lead to a better deal? In this episode, we're joined by Which? Money's mortgage expert Sam Wilson & Associate Director at L&C Mortgages David Hollingworth to look at this data and unpack whether it's best to shop around or stay loyal. Plus, we reveal which mortgage providers have been awarded Which? Recommend Provider status this year, and touch on what the new Renters' Right Act could mean for the rental market. Read all of our mortgage provider reviews & sign up for our free weekly Money newsletter You can read everything we know about the Renters' Rights Act on our website Click here to send us an email Podcast listeners can get 50% off an annual Which? membership Become a Which? Money member to access 1-to-1 guidance

On today's episode, Editor in Chief Sarah Wheeler talks with HousingWire CEO Clayton Collins about mortgage lending priorities ahead of the Mortgage Banking Summit, including the broker channel and servicing. To learn more about Trust & Will, click ⁠⁠⁠⁠here.⁠⁠⁠⁠ Related to this episode: Rocket Pro unveils broker-focused initiatives at RPX in Detroit | HousingWire NEXA Mortgage rebrands to NEXA Lending, but it's not a pivot to retail | HousingWire ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HousingWire | YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠More info about HousingWire⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Enjoy the episode! The HousingWire Daily podcast brings the full picture of the most compelling stories in the housing market reported across HousingWire. Each morning, listen to editor in chief Sarah Wheeler talk to leading industry voices and get a deeper look behind the scenes of the top mortgage and real estate stories. Hosted and produced by the HousingWire Content Studio. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Consumer Finance Podcast, Chris Willis and Louis Manetti delve into the evolving legal landscape surrounding the statute of limitations for mortgage foreclosures in Illinois. With recent cases challenging long-held assumptions, lenders face new uncertainties. This discussion provides insights into how these cases could set binding precedents, potentially altering foreclosure practices statewide. Tune in to understand the implications for lenders and servicers and learn strategies to navigate these legal challenges effectively.

It's that time of year when property tax bills hit mailboxes—and homeowners feel the pinch. That sparked a bigger conversation among the Henssler Money Talks hosts: Should you manage your own insurance and tax payments, or let your lender handle it through an escrow account? We'll unpack how escrow really works, the buffers mortgage companies require, and whether handling it yourself could save you money.Original Air Date: August 23,2025Read the Article: https://www.henssler.com/making-the-escrow-decision-weighing-control-against-convenience   

What do Bad Bunny, Patrick Mahomes, and Steph Curry have in common? They're not just stars in music and sports—they're also among the top celebrity investors. We'll dive into the numbers and reveal the surprising ways these names are generating serious returns. From luxury real estate to endorsement deals to intellectual property, their stories highlight an often-overlooked lesson: the power of diversification.It's also that time of year when property tax bills hit mailboxes—and homeowners feel the pinch. That sparked a bigger conversation: should you manage your own insurance and tax payments, or let your lender handle it through an escrow account? We'll unpack how escrow really works, the buffers mortgage companies require, and whether handling it yourself could save you money.And after the break, we'll tackle the markets. From this week's volatility to the ongoing debate over inflation, the likelihood of interest rate cuts, and whether we're in an AI bubble, we'll cover what's driving investor sentiment. Plus, we'll look at earnings from retail giants like Walmart and Target, and why some big-name tech stocks are shifting from growth stories to value plays—even with sky-high valuations.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty.Henssler Money Talks — August 23, 2025  |  Season 39, Episode 34Timestamps and Chapters5:30: Celebrities Crushing It as Investors14:22: Property Taxes18:06: Escrow: DIY or Leave It to the Lender?39:17: Volatility, Interest Rates and Tech as Value Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial.Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

According to the latest Irish Independent Doddl.ie Mortgage Switching Index, up to 100,000 mortgage holders in Ireland are overpaying on their home loans.While fixed rates have reduced significantly over the last 18 months, the same cannot be said for variable rates.Martina Hennessy of Doddl.ie said that “unless more borrowers actively review their rates and switch, there's no pressure to bring these uncompetitive rates down and we will struggle with pricing discipline in the Irish market.”Charlie Weston, Personal Finance Editor with the Irish Independent, spoke to Ian Guider on Wednesday's The Last Word.Hit the ‘Play' button on this page to hear their chat.

Good morning and happy Thursday! Today we are excited to welcome a new guest on our program, Mr. Christof Schramm who will be talking to Aaron Rodriguez about the work he does for families in our community. Christoff is a Residential and Commercial Mortgage Lender with Team USA Mortgage. If you're looking for expertise combined with professionalism look no further! Follow Christoff here on Facebook and Instagram! Got questions? Send us an email to: goodmorningaurorail@gmail.comHave a great rest of the day! Good Morning Aurora will return with more news, weather and the very best of Aurora. Subscribe to the show on YouTube at this link: https://www.youtube.com/c/GoodMorningAuroraPodcastThe second largest city's first daily news podcast is here. Tune in 5 days a week, Monday thru Friday from 9:00 to 9:30 am. Make sure to like and subscribe to stay updated on all things Aurora.Threads: https://www.threads.net/@goodmorningaurorailInstagram: goodmorningaurorailSpotify: https://open.spotify.com/show/6dVweK5Zc4uPVQQ0Fp1vEP...Apple: https://podcasts.apple.com/.../good-morning.../id1513229463Anchor: https://anchor.fm/goodmorningauroraACTV (Aurora Community Television): https://www.aurora-il.org/309/Aurora-Community-TV#kanecountyil #bataviail #genevail #stcharlesil #saintcharlesil #elginil #northaurorail #auroraillinois #cityofaurorail #auroramedia #auroranews #morningnews #goodmorningaurora #thursday

“Build Smart, Borrow Right-Tips from Your Homebuilder and Your Mortgage Lender” by Jo Garner

On the Kenny & JT Show, live from the Grand Opening of the new branch of First Federal Community Bank in Jackson Township at 5330 Fulton Road N.W., we're joined by Amin Saleh, First Federal Community Bank Mortgage Lender.

Excited to share this episode with you. There are some emotional moments in this episode. Our guest this week is a Servant Leader who helps leaders win at work and win at home! I've seen Brian McRae positively impact hundreds of people that I know, including myself. For years I prayed for a mentor in my business life. God answered that prayer in spades in his time, not mine. Brian IS one of these mentors that God brought into my life. Truly an answered prayer. Study, practice and teach is a theme in this podcast. What's the best way that you learn? For me, it's when I teach. -Who do you spend time with? Who do you allow to influence your life and your decision making? -Do you have a mentor or faith group in your life? -Are you living for Success or Significance? Check out Galations 5:22 -What's one thing that I learned from Brian that I do everyday that I do every day that has helped my life and my marriage? -What is the new AI? We talk about how John Ruhlin (Giftology, friend and former guest on the podcast) was an Ambassador for Christ through his thoughts, words and actions and how he was able to weave Christ into conversations and plant seeds all the time. Yes, that IS Blake Brewer (Legacy Letter) in this episode's podcast picture with Brian and I. Brian introduced me to Blake years ago and I'm so grateful for that! CHALLENGE: Take Massive Action on one thing that you heard in this episode (especially the one that makes you the most uncomfortable)!!!   -Are you in a business that would benefit from referrals? If so, here is a link to the Referrral Partner Transformation Course CLICK HERE Check out John Ruhlin's book Beyond Giftology HERE Check out Brian McRae's website HERE Join our FREE The Journey of a Christian Dad Facebook Group HERE          

In this exclusive podcast episode of LoanOfficerPodcast.com, we chat with Tammy Saul—Officially the #1 producing mortgage broker in Maryland, and the #1 female mortgage broker in the U.S.Tammy and I have a powerful conversation about her strategies for driving over $200M in annual loan production even in a difficult market.We discuss strategic relationship-building and how to create and exceptional service experience and leverage that into more referrals and referral relationships.   Key Takeaways: Uncover how Tammy converts everyday transactions into consistent, high-quality referrals. Learn how proactive communication and disciplined team-building fuel her sustainable growth. Understand her approach to creating an authentic, referral-driven business without buying leads. Listen now to unlock Tammy Saul's powerful insights and apply these powerful lessons to your mortgage business!

The digital marketing strategy behind Rocket Mortgage's $5.1 billion success reveals surprising strengths and weaknesses, creating unprecedented opportunities for forward-thinking marketers.While their revenue grew 34% last year, their approach contains a critical flaw that's costing them millions in potential growth despite spending $824 million annually on marketing.For businesses targeting high-value customers in competitive industries, understanding these strategic insights isn't just smart — it's becoming essential.In this episode, I reveal:• The hidden mechanics behind how Rocket achieves crystal-clear value propositions that convert (including how they structure CTAs with specific benefits rather than generic language)• Strategies to build a content marketing engine like Rocket's "Learn" section — which drives 1.4 million monthly organic visits and establishes crucial authority in a regulated industry• Why Rocket's failure to rank for commercial keywords is forcing them to spend millions on paid search — and how to avoid this expensive mistake in your own strategy• The exact content formats that high-converting mortgage sites should feature (based on competitor analysis of top-ranking finance sites)I'll share real-world success stories, including how we've helped mortgage clients implement similar strategies for exponential growth by balancing informational and commercial keyword targeting.As I explain in the pod:"Rocket should be dominating for commercial search terms like 'mortgage lenders' and 'mortgage calculator,' but they're leaving tens of millions in potential revenue on the table. Instead of ranking organically, they're paying millions monthly in PPC and affiliate commissions to get in front of the same customers they could reach for free."If you're ready to implement these strategies while avoiding Rocket's costly SEO mistakes, this episode provides your complete action plan for sustainable, efficient growth in competitive markets.Get the show notes:https://exposureninja.com/podcast/353/Listen to these episodes next:How We Earned a 600% Lead Gen Boost for Mortgage Lender in ONLY 4 Monthshttps://exposureninja.com/podcast/326/How Monzo Disrupted a $273B Industry...with Basic Marketinghttps://exposureninja.com/podcast/322/Steal This $7M SEO Strategyhttps://exposureninja.com/podcast/245/

With over 40 years of real estate experience, Wayne Capurro from Capurro & Reid Real Estate tells us about other times (like 2008) the real estate market has been "skittish" and what to expect in th coming months. And, learn about Wayne's book, White Flag, America's First 9-11. You will be amazed! Brian Cushing shares his insights and guidance for anyone looking to buy or sell real estate during "normal" real estate interest rates. Remember short-sales? Want to learn even more? Contact Wayne or Brian for additional details. Wayne Capurro: wcapurro@yahoo.com or 775-742-1048 Brian Cushing: bcushing@afncorp.com or 775-297-7754

In this episode of The Consumer Finance Podcast, Chris Willis is joined by Troutman Pepper Locke colleagues Lori Sommerfield and Lane Page to dissect two unexpected fair lending developments under the new Trump administration. First, we unpack the Consumer Financial Protection Bureau's (CFPB) surprising move to vacate its own redlining consent order with Townstone Financial, Inc. We then analyze the Federal Housing Finance Agency's (FHFA) dramatic policy shift requiring two government sponsored enterprises (GSEs, namely Fannie Mae and Freddie Mac) to terminate special purpose credit programs (SPCPs), as well as the broader implications for mortgage lenders. Join us for the twists and turns of this evolving fair lending regulatory landscape and learn what steps institutions should consider taking to mitigate risks.

Links & ResourcesFollow us on social media for updates: ⁠Instagram⁠ | ⁠YouTube⁠Check out our recommended tool: ⁠Prop Stream⁠Thank you for tuning in! If you enjoyed this episode, please rate, follow, and review our podcast. Don't forget to share it with friends who might find it valuable. Stay connected for more insights in our next episode!

When a San Diego couple found a mortgage lender advertising a lower interest rate than competitors, they thought they'd made a smart financial decision — until just before closing day and a sudden ultimatum nearly cost them their dream home. We're unpacking what went wrong and sharing what questions to ask, red flags to watch for, and strategies to balance competitive rates with quality service. For vets, this is the straight talk on what actually matters when you're making probably the biggest purchase of your life.Key moments:(02:28) Working with several lenders is normal during the home-buying process(08:06) Surprise revelation(14:36) How veterinarians can avoid mortgage lending pitfalls when buying homes(18:25) Interview multiple loan officers, but remember that the lowest rate isn't always the best deal(21:42) The realtor matters more than their company — prioritize individual fit over agency nameDVMs deserve financial experts who speak their language. Book a free intro call today. Just browsing? Learn more about us at SLP Wealth.Like the show? There are several ways you can help!Follow on Apple Podcasts, Spotify or Amazon MusicLeave an honest review on Apple Podcasts

In this episode: An update on the tax cap for State and Local Taxes. Tax rules for gain or loss on a qualifying residence. The IRS is cracking down on fuel tax credit fraud. If you're a self-employed business owner looking to buy a home, you've probably heard that getting a mortgage is more challenging than for traditional W-2 employees. But why is that, and what can you do about it? In this episode, we sit down with mortgage expert Katie Stevens of Pike Creek Mortgage to break down the hurdles self-employed borrowers face and the best strategies to improve your chances of mortgage approval. Katie will answer key questions, including: ✅ How can self-employed borrowers position themselves for mortgage success? ✅ What common pitfalls trip up business owners during the mortgage process? ✅ How do tax write-offs impact loan eligibility—and is there a balance between reducing taxable income and qualifying for a mortgage? ✅ Why is financial planning essential before applying for a home loan? Katie brings her insider knowledge to help entrepreneurs, freelancers, and small business owners navigate the mortgage landscape. Whether you're in the early stages of considering homeownership or actively applying for a loan, this episode is packed with practical tips to help you get approved with confidence. Contact her at www.pikecreekloans.com or by emailing kstevens@pikecreekloans.com.

The Commerce Commission says mortgage advisers need to present clients with three offers from lenders. Commerce Commission John Small, spoke with Corin Dann.

When two people sit down and just talk about our divorces-the mistakes we made and what we learned, I think that's a pretty powerful thing for those facing divorce. So, that's exactly what I did in this episode with my guest, Phil LaGiglia, Mortgage Lender and divorced dad. This is such an authentic, honest conversation, and I think you'll benefit from our advice!

In this episode of Pathmonk Presents, host Ernesto chats with Alayne Gardner, Director of Revenue at Lodestar Software Solutions.  Alayne shares how Lodestar simplifies mortgage closing costs for lenders through automation and compliance. She dives into their innovative approach to marketing in a niche industry, highlighting the importance of authentic branding, creative content like memes and comic strips, and seamless website tools for lead generation. Learn about the challenges of marketing highly regulated products and how Lodestar keeps it fun, engaging, and effective.  Tune in to discover how Alayne balances sales, marketing, and partnerships, while leveraging creativity to drive conversions.  

Have you ever used title reports to find off-market deals?   My guest today, Tali Gross, explains how his platform, Dono.ai, can be used at scale to uncover off-market opportunities before anyone else – by using AI to read and analyze title reports.   With Dono, you simply enter your search criteria (type of property, liens, divorces, back taxes, etc.), and Dono will help you scan every property that meets your requirements in a target city. You can also access detailed title search results in seconds – with no calls to title companies, no waiting on manual checks, and no human errors.   Here are a few EasyWins you'll get with Dono.ai:   • Instant Property Insights: Enter an address and get an instant title snapshot. • Automated Risk Checks: Avoid costly mistakes by automatically detecting liens, ownership issues, and title gaps (shadows) within seconds. • Distressed Property Alerts: Quickly identify off-market properties with unpaid taxes or open judgments – a goldmine for off-market deals. • Tailored Search Filters: Narrow down properties by owner, tax status, or location to spot hidden investment opportunities.   Dono.ai is also being used by title companies to grow without increasing manpower.   But what really sets Dono.ai apart? The “Ask Dono” feature – a chatbot that lets you ‘chat' with title reports using natural language.   Dono.ai is a platform giving innovative investors a significant competitive edge. Tali explains it all in this episode you won't want to miss. ***** The only Podcast you need on for raising capital in real estate - enhanced by AI. Get immediately actionable strategies and tools to find more deals, connect with accredited investors, raise more capital, and scale faster – with podcast guests who are taking the real estate industry to the next level with AI. And walk away with something you can actually use in every episode. PLUS, subscribe to my free newsletter and get: • practical guides,• how-to's, and• news updates Get immediately actionable strategies and tools to raise more capital, connect with accredited investors, and scale faster—enhanced by AI to stay ahead of the competition. All in just 5 minutes, for free. https://gowercrowd.com/subscribe

Achieving Rapid Growth During Challenging Times E1 In this episode of The Confidence Curve, hosts Ashley and Rick Bowers welcome Jenn Folk, of TriPointe Connect, who shares her 20-year journey in the mortgage industry and the importance of communication and trust in building a collaborative company culture. Jenn discusses the challenges of scaling a business, […]

Don't commit to a lender until you ask these 5 crucial questions. Remember, you are putting your thousands at stake so you want to avoid any mortgage mistakes. In this video, we cover 5 Questions You Have to Ask Your Mortgage Lender Before Buying a Home. =========================================== ✅ - Connect Directly With Our Mortgage & Real Estate Team - http://www.theeducatedhomebuyer.com/expert

Gabe Whitmer, Mortgage Lender with First Bank of Tennessee, joins us for another conversation about mortgage rates, refinancing, and more!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Send us a textAfter a long break and a physical move of our studio, MLO is back and with a new Co-Host, Mikal Mele. Our director and President of Mortgage Express welcomes us to our new home and then we dive into some brewing topics within Real Estate & Mortgage:Refinancing: what to know and the importance of breakeven pointsSocial Media Content from Realtors and Mortgage Lenders (what can you believe?)Election Period and 2025 FED/Interest Rate Predictions----Mikal MeleLoan Officer & Mortgage AdvisorNMLS 963197 Casey CarpenterLoan Officer & Mortgage AdvisorNMLS 1458123 Addy NettLoan Officer & Mortgage AdvisorNMLS 1542184 Mortgage Express, LLC NMLS ID 40831 | Equal Housing LenderNot a commitment to lock or lend.  Terms and conditions apply.  Not all applicants will qualify.  Licensed in OR/WA/CA/AZ/ID with licensing in California by the Department of Financial Protection and Innovation (DFPI) under the Residential Mortgage Act.  Questions and concerns may be directed to our Corporate Office or customerservice@mtgxps.com.  Visit www.nmlsconsumeraccess.org for more information. 

What if you could travel to all seven continents in just one year? Meet Cole Sjoholm, a mortgage lender turned globe-trotter, who did exactly that in 2023. Sparked by a simple question from a friend on Instagram, Cole meticulously planned his incredible journey in just five days, balancing his professional life with his passion for exploring the world. This episode is not just about travel; it's about seizing opportunities, and the transformative power of adventures.Discover the freedom and self-discovery that come with solo travel as Cole shares his personal experiences. He talks about transitioning from loneliness to embracing the autonomy that solo adventures provide. From spontaneous coffee shop visits in Amsterdam to overcoming societal norms that discourage solo outings, Cole's stories are both inspiring and relatable. He also navigates the challenges posed by COVID-19 restrictions and how they shaped his travel plans, contributing to his personal growth and confidence.Photography enthusiasts will find a special connection in this episode as Cole delves into how his passion for street photography enhanced his travel experiences. He emphasizes the importance of appreciating everyday beauty and making meaningful connections worldwide. Learn from his insights on affordable travel options like cruising and his ambitious future plans, including an 18-day cruise from Los Angeles to Tokyo and even the dream of traveling to outer space. Cole's journey encourages all of us to embrace life, create lasting memories, and explore new cultures.Join the What if it Did Work movement on FacebookGet the Book!www.omarmedrano.comwww.calendly.com/omarmedrano/15min

On this special episode, HousingWire CEO Clayton Collins talks with Editor in Chief Sarah Wheeler about some of the most important topics for mortgage lenders trending in the news and how those will be covered at the IMB Summit. Related to this episode: Register for the IMB Summit - use CODE LABORDAY (valid thru 9/2/24) HousingWire | YouTube More info about HousingWire Enjoy the episode! The HousingWire Daily podcast examines the most compelling articles reported across HW Media. Each morning, we provide our listeners with a deeper look into the stories coming across our newsrooms that are helping Move Markets Forward. Hosted and produced by the HW Media team. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode Neil discusses his area if expertise, private lending in real estate. Private Mortgages can be a confusing topic and you will learn who are the people that need a private mortgage, who are the lenders, and why they choose this investment over others. Connect with Neil on: Linkedin: linkedin.com/in/neilmortgages Youtube: https://youtu.be/Q79pRrSN7vk

Ever wonder why mortgage lenders are so nosy? From trailing spouses to DJ equipment sales, discover why lenders ask for everything but your blood type. Learn how to navigate the mortgage maze without losing your sanity (or your shirt). Warning: May contain traces of dad jokes and seasoning puns.

Today, Clark talks about how much you can save by shopping mortgage rates. The difference can mean a savings of 6 figures over the life of a loan. Later - how do Shein and Temu keep their items so cheap?  Comparison Shop Mortgages: Segment 1 Ask Clark: Segment 2 Shein & Temu: Segment 3 Ask Clark: Segment 4 Mentioned on the show: New York Post: 5 states where homebuyers could save more than $100K by comparison shopping for a mortgage How to Get a Mortgage in 8 Steps [How To Find and Choose a Financial Advisor (Clark.com) Advice Only Network  /  Flat Fee Advisors] What Is Umbrella Insurance and Do You Need It? No-tariff shipments popular with Shein, Temu hit US customs speedbump Is Temu Legit? 4 Things To Know 9 Things You Should Always Buy Used Stitch Fix Review: 4 Things To Know Before Signing Up 9 tricks to slash spending on clothes How to Buy a New Car in 5 Steps / How To Buy a Used Car Thank you for listening today, Clarkies! If you want to be part of our “Clarkie” segment, call 404-981-2071 to leave a comment or story. We may play it during a future episode! Clark.com resources Episode transcripts Community.Clark.com Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn More About Attending the Highest Rated and Most Reviewed Business Workshops On the Planet Hosted by Clay Clark In Tulsa, Oklahoma HERE: https://www.thrivetimeshow.com/business-conferences/ See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Clay Clark Testimonials | "Clay Clark Has Helped Us to Grow from 2 Locations to Now 6 Locations. Clay Has Done a Great Job Helping Us to Navigate Anything That Has to Do with Running the Business, Building the System, the Workflows, to Buy Property." - Charles Colaw (Learn More Charles Colaw and Colaw Fitness Today HERE: www.ColawFitness.com) 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 Actual Client Success Stories from Real Clay Clark Clients Today HERE: https://www.thrivetimeshow.com/testimonials/ See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/  

This week's episode is a special one! We decided to bring one of the most important members of our real estate investing team onto the show, our mortgage lender Travis David of CMG Home Loans. Whether you are a traditional homebuyer purchasing a primary residence or a savvy real estate investor, you know that finding financing for each property can be daunting.A seasoned mortgage lender can provide expert guidance throughout the financing process to help you make informed decisions aligned with your investment goals. They should not only be able to offer a wide range of financing options tailored to your investing strategy, but also ensure that you are able to close even on tight timelines.We've interviewed more lenders than we'd care to mention over the years and understand how trying the process can be. Having used lenders referred to us from previous real estate agents on several deals has allowed us to experience a wide range offerings and vet out the good from the bad. We've never had a better experience than working with Travis. What sets him apart from the rest outside of his 20 years of experience in the mortgage business is that he is a real estate investor himself. He understands the numbers and knows what it takes to get a deal to the closing table.  To help you on your journey, Travis has agreed to educate our community and assist anyone looking for real estate financing. Whether you are a real estate investor or simply looking to purchase a primary residence, Travis will be able to point you in the right direction. He provides each of his clients with a tailored roadmap designed to guide them through purchasing their first investment property and strategically scale their portfolios over time.Visit our website at www.juice-enterprises.com/need-funding to book a pressure free consultation call with Travis and view all of the loan products that his team is currently offering. He will help assess your current situation and will work with you to map out a plan for the future.Remember, we can all win. We hope this episode helps you as you navigate the complex market we're currently experiencing today. Cheers!