Podcasts about mortgage professionals

U.S. household debt just hit $18.2 trillion. Home equity? A record $35 trillion. So… why are homeowners drowning in 20% credit card interest while sitting on six figures of untapped equity? We break down the disconnect between debt overload and equity potential—and why it's the perfect moment for real estate agents and mortgage pros to lead bold, strategic conversations with clients. This isn't about selling a loan. It's about clarity, options, and unlocking financial freedom.

Mark welcomes back EoS 'Early Adopter' Rick Scherer, a seasoned professional in the mortgage industry. They discuss Rick's journey, the importance of adaptability and mentorship, and the evolving role of technology and AI in the mortgage sector. Rick shares insights on strategic growth, building relationships, and the future of mortgages, emphasizing the need for professionals to embrace change and innovation. Connect with Rick on LinkedIn and Facebook or email rscherer@newfed.com! Listen to Rick's first appearance on Elements of Stiles! Meet Rick at this year's Mastermind Summit in Las Vegas! Takeaways Rick Scherer emphasizes the importance of adaptability in the mortgage industry. He believes in leading with positivity and collaboration rather than fear. The mortgage landscape is changing, and technology will play a crucial role in its evolution. Rick highlights the significance of mentorship in personal and professional growth. He advocates for a focus on existing relationships rather than solely seeking new clients. The future of mortgages may resemble the simplicity of car loans due to technological advancements. Rick stresses the need for loan officers to embrace AI and technology to enhance their services. He shares insights on the importance of maintaining a strong company culture during transitions. Rick's approach to client communication is centered around adding value and building relationships. He believes that the mortgage industry will continue to evolve, requiring professionals to adapt and innovate. Chapters 00:00 Introduction and Background of Rick Scherer 09:57 Navigating the Mortgage Industry and Strategic Growth 19:55 The Role of Technology and AI in Mortgages 30:09 Mentorship and Personal Development 39:59 Closing Thoughts and Future Endeavors Affiliate Links: Unleashing the Power of Respect: The I-M Approach by Joseph Shrand, MD This episode is brought to you in part by SecuriTitle, a fractional paralegal service assisting with all things real estate in Massachusetts and New Hampshire.

On today's show we are joined by Car Dealership Guy and David Hochberg to discuss how Tariffs affect buying a car and a home.You can find every episode of this show on Apple Podcasts, Spotify or YouTube. Prime Members can listen ad-free on Amazon Music. For more, visit barstool.link/thedogwalk

Episode #67. Today we sit down with Ryan Goodenoot from the Licensing Store. Let's be real—mortgage licensing is a nightmare. It's messy, frustrating, and downright exhausting. Between the endless paperwork, confusing state-by-state rules, and constant regulatory changes, it's enough to make any mortgage professional want to pull their hair out.But what if all that stress could just… go away?That's where Ryan Goodenoot from Licensing Store comes in. Ryan and his team are in the business of making your licensing headaches disappear. Whether you're struggling to figure out the difference between a Mortgage Broker, Lender, or Banker License, stuck in a never-ending approval process, or trying to expand into multiple states without losing your mind, 

D.O. explores how mortgage professionals can leverage the massive $35 trillion in home equity through HELOCs and HELOANs. Learn the key differences between these products, when to recommend each option, and practical strategies to help your clients tap into their home equity responsibly. Whether you're looking to expand your product knowledge or better serve homeowners in today's high-rate environment, this episode delivers actionable insights every loan officer needs.

Visibility is the name of the game.Getting out there, talking to people, networking, being strategically active across offline and online… selling yourself and your business.Consistently.That's the #1 game you need to play.Mortgage broking is the task you do once you sell yourself and win the client.Therefore mortgage broking… is the #2 game.Yet, most mortgage brokers spend 80-90% of their time doing mortgage broking, and only 10-20% of the time getting out there.In this episode of Mortgage Broker Acceleration, I expose why many brokers are hiding behind the laptop (instead of getting out there) and the psychology of why visibility wins over experience or expertise. I share why digital is actually much harder than old-school, and the overreliance on technology, automations and software is damaging your lead flow and client experience.Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

Most brokers are what I call “variety store brokers”.A bit like a $2 shop or department store.You can walk inside and get pretty much anything.Everything is ok, but nothing is special.Access to resi, commercial, asset finance, SMSF, insurance and more.Helping first home buyers, investors, PAYG, self-employed, and more.Now to most brokers this sounds great, to be able to help everyone.But there's a problem (actually multiple problems and challenges with this).In this episode of Mortgage Broker Acceleration, I outline these problems, how they affect every area of a mortgage business, and what brokers should do instead.For those who are more advanced and/or want to become the one-stop-shop and do it properly, I share the 4 main points you need to be successful.Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

Ubaldo V. Leon III, known as "Skooter," is a Branch Manager at CrossCountry Mortgage. He is a Top 1% Mortgage Professional in the Nation, recognized for delivering superior mortgage solutions. In episode #128 of the Million Dollar Mortgage Experience, Jon and Skooter discuss Skooter's start in the industry, working with realtors on Selling Sunset and Million Dollar Listing, how to earn a reputation as a trusted advisor, benefits of non-QM loans, closing a $7.5M loan with FundLoans, his biggest challenge (hint: educating), maintaining a good work-life balance, world travel, and raising kids. Connect with Skooter on Instagram @skooterleon.Learn about FundLoans mortgage programs: FundLoans.com/loan-products Price a loan: fundloans.com/quick-pricer2 Talk with an Account Executive: fundloans.com/our-team

If you don't have 3-4 key referral partners each sending you at least one qualified referral every week, that results in at least $5m per month in settled loans… then you are doing referral partners wrong.I've been helping brokers for over 16 years, and it's a fact that most brokers don't have true key referral partners… they just have a bunch of people in their network who they know.Who they catch up with, go for coffee and lunch, and spend time in meetings with good intentions and promises… but no real action.That real estate agent, accountant or financial planner who says they'd love to work together and send referrals… but hasn't… and probably never will.The bad news is that it's not their fault… it's yours.You failed to win them over properly and drive the relationship forward.The good news is you can fix it with existing partners, get them referring, or you can start fresh from scratch if your current referral partners don't make the grade (they are not all created equal and you can 100% fire them).In this episode of Mortgage Broker Acceleration, I tell you exactly what's going on with your referral partners, why it's happening, and how to think about fixing it. Instead of wasting time on coffee meetings, I'll give you the 6 things you should do instead to build serious referral partnerships.Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

At every mortgage industry event, you'll hear discussions about building a team.You'll hear everyone talking about hiring a loan processor, outsourcing and offshoring, hiring a credit analyst (or parabroker), client services manager, perhaps a marketing person… and of course hiring loan writers or brokers.That's fine, but the problem is it's one-dimensional… and results in slow growth and bottlenecks in a mortgage business.I've been a solo operator as a broker and in business. I've also had a team of two dozen staff (in Australia and overseas), with a full stack that allowed me to step away from the business for 6-months with very little input.I've worked with solo brokers, and brokers with teams of brokers / credit / admin / ops, etc. Most of them scratching their heads wondering why they are working so hard and not growing as quickly as they want, despite the team in place.In this episode of Mortgage Broker Acceleration, I make you aware of the Supported Broker Trap and how to avoid or escape it. I reveal the 5 biggest Team Flaws I see in mortgage businesses, plus the “If This Then” secrets to improve your thinking on Team Design.Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

In this episode, you'll hear from experts, Jim Clement, Seller Strategy and Optimization Director, and Angie Wilen, Equitable Housing Senior Director, on how lenders can find equitable housing opportunities by breaking through long-standing myths about technology and embracing digitization and change to uncover “missed opportunities” within Loan Product Advisor®.

[Mortgage Professional of America]Will reverse mortgage surge in 2025? Here's what one broker says. [Reverse Market Insight] RMI's HECM Market Minute with Jon McCue. [Housing Wire] President-Elect Trump announces his pick for HUD Secretary. Watch our video podcast here!

We all want to get our clients amazing results.The problem is, the biggest challenge in all of that, is often the clients themselves!As a broker, you know that a client who takes action and follows through will get a better deal and save more money, buy that new home sooner, acquire an investment property, and so on.i.e. they'll get the result they want!But… many clients still drag their heels, delay things, don't get the docs back, forget things, don't follow through… and ultimately fail to get the result they want.Frustrating… and borderline ridiculous… right!!!No, it's just human nature.Enter the solution… Client Hypnosis.In this episode of Mortgage Broker Acceleration, I share what Client Hypnosis is and how it will help you and your clients get better and faster outcomes (with less stress and overwhelm, and without having to follow-up and hound your client a thousand times)… by doing the exact opposite to what most brokers are doing. Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

If your mortgage business relies on the trail income to pay all expenses and be profitable… this is lazy and poor business practice.In fact, you might have a cash haemorrhaging business and not be aware of it.Unfortunately the financial literacy of many brokers is not up to scratch.I've seen it.The percentage of brokers who don't know their numbers, key drivers, KPI's, profit… is scary.The percentage of brokers who run their business by taking revenue in, paying bills, and the rest is left for them… with no finger on the pulse of projections, cash, profit… essentially relying on their accountant and looking at a P&L once a quarter or year… is scary.The amount of brokers, with teams, writing $5-15m per month, that don't realise they aren't really making any money (i.e. their business isn't viable, or would be better off closing the doors and just collecting trail)... is scary.In this episode of Mortgage Broker Acceleration, I talk about money maths. Covering the concept of a Trail Book Management business vs a New Loan Writing business, and why each must be standalone profitable. I share why volume and number of deals is an irrelevant method of keeping score and success (and the only two metrics that really matter). Finally, the 5 things you need to do to take control of your money and future.UPDATE: Starting this month you may have already noticed something different about the podcast.After over 200 episodes alongside the man, the myth, the legend… Mr Ash Playsted… after loads of insights, discussions and laughs… we've decided to go our separate ways in business and part ways as great friends.I'm excited to continue the podcast solo… bringing you a new flavour… with the latest insights and strategies from my work with ambitious brokers and high performing mortgage businesses. I think you'll enjoy it… and I know your business will thank you for it.So, keep listening… and let's get into it.Enjoy.Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

Every broker reading this, is losing deals, money and profit… guaranteed.Why?Because leads and clients are dropping off. They get stuck, stalled or ‘go cold' during the process. Brokers often don't even realise this is happening.Poor conversions… think it's normal.Loads of AIP's that don't go anywhere or have to be reworked… think it's normal.Losing deals at the 11th hour to lender retention teams… think it's normal.Making matters worse, I see brokers actively trying to improve their process and system… thinking it's improving and making a difference… but it's actually making things worse!The result is a lot of work being done and not getting paid.Not cool.In this episode of Mortgage Broker Acceleration, I talk through our Flow Maximisation tool, including the 12 Workflow Sins you need to avoid… to stop losing deals, doing work and not getting the reward for it.UPDATE: Starting this month you may have noticed something different about the podcast.After over 200 episodes alongside the man, the myth, the legend… Mr Ash Playsted… after loads of insights, discussions and laughs… we've decided to go our separate ways in business and part ways as great friends.I'm excited to continue the podcast solo… bringing you a new flavour… with the latest insights and strategies from my work with ambitious brokers and high performing mortgage businesses. I think you'll enjoy it… and I know your business will thank you for it.So, keep listening… and let's get into it.Enjoy.Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

In this conversation, Dan Smokoska shares insights on leveraging LinkedIn for business growth, in the mortgage industry. He discusses the unique advantages of LinkedIn over other social media platforms, emphasizing the importance of authenticity, engagement, and consistent content creation. The discussion also covers strategies for finding referral partners, utilizing LinkedIn Navigator for targeting, and the evolving nature of content that resonates with audiences on LinkedIn.Key Takeaways:LinkedIn is a powerful platform for generating revenueEngagement rules differ significantly on LinkedInFinding referral partners on LinkedIn requires a tailored approach.Video content is gaining traction but written content still performs well.Episode Resources:Connect With Dan on LinkedInJoin the Podcast Private CommunityLeave Us a Review

Marketing is the one thing I get asked about the most… unfortunately.I say unfortunately because it's the #1 thing most brokers think will solve their problems, but it's usually the last thing that actually will.It's the single biggest waste of time and money I see in the industry.Time and money spent on websites, digital marketing, social media, content, newsletters, and the list goes on and on.Marketing itself isn't a waste of time and money. Far from it. It's the way brokers (and mortgage business owners) approach it that's wasteful and wrong.In this episode of Mortgage Broker Acceleration, I share why all marketing is not created equal; there's what makes you feel good, and there's what works. If you'd prefer to stop wasting your time and money, I suggest you listen in.UPDATE: Starting this month you'll notice something different about the podcast.After over 200 episodes alongside the man, the myth, the legend… Mr Ash Playsted… after loads of insights, discussions and laughs… we've decided to go our separate ways in business and part ways as great friends.I'm excited to continue the podcast solo… bringing you a new flavour… with the latest insights and strategies from my work with ambitious brokers and high performing mortgage businesses. I think you'll enjoy it… and I know your business will thank you for it.So, keep listening… and let's get into it.Enjoy.Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

If I only had 7 minutes to share the most important secrets to success as a mortgage broker and business owner… what would I say?Well I gave myself the challenge.Look back over my 20 years in this industry and the 200+ episodes of this podcast (over 70 hours of content!) and start the clock.In this episode of Mortgage Broker Acceleration, I go through 7 key insights from reviewing everything and running it through my filter of working with ambitious and successful brokers right now.UPDATE: Starting this month you'll notice something different about the podcast.After over 200 episodes alongside the man, the myth, the legend… Mr Ash Playsted… after loads of insights, discussions and laughs… we've decided to go our separate ways in business and part ways as great friends.I'm excited to continue the podcast solo… bringing you a new flavour… with the latest insights and strategies from my work with ambitious brokers and high performing mortgage businesses. I think you'll enjoy it… and I know your business will thank you for it.So, keep listening… and let's get into it.Enjoy.Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

Olympian's don't spend their lives training and preparing to win a Silver or Bronze.They go for the maximum result.They go for Gold.Most mortgage business owners, on the other hand, spend their lives building and operating their businesses… without a specific result in mind.They just want to help people and earn a living.Very few actually think about the End Game… let alone maximising it (and bringing it forward).Contrary to popular misguided opinions these days…The whole point of business is to make money.And that money drives the life you want.Now you can certainly have a purpose driven business that delivers amazing outcomes for clients and makes a difference in the community, and you can have fun with your team along the way… but…Your #1 priority should be driving towards a goal, an End Game, that “gold medal” result (which in business is passive income and asset value creation).In this episode of Mortgage Broker Acceleration, we discuss this concept of defining your End Game and introduce key strategies in The Earnings Matrix and The Multiplier Matrix. Whether your ideal End Game is 1-year or 10-years away, you need to understand this now.Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

A lot of our clients are using acquisitions as a strategy in their mortgage businesses.We help them think clearly, make the right decisions, and maximise the opportunities.Many mergers and acquisitions are ill thought out, and leave a lot of money on the table due to incomplete strategies and under-resourced businesses.There are two different types to consider:Trail book acquisition - simply buying a client list and trail income.Mortgage business acquisition - more complex involving purchase of a client list and trail income, but also systems, key staff, referral partnerships, branding, offices and so on.Both can be used effectively, depending on the desired outcome.Both require the right strategy and tactics to make them worthwhile.If you don't have a sound strategy (and reason) to acquire loan books and/or businesses, you can quickly have your head under water… physically stretched for time and also financially.In this episode of Mortgage Broker Acceleration, we discuss the key factors to consider in this space. Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

Are you still “cold calling” and working to build relationships this way?The reality is that some choose that way…but what If you had an entire profile about someone BEFORE you picked up the phone to call them? And even better, what if you knew of specific events that had just taken place and could use them as a REASON to call and have a touchpoint with someone?In this episode I am freaking honored to interview a new amazing friend of mine Jonathon Haddad the recently appointed CEO of AIME. We dive into the changes the younger generation of mortgage professionals need to make to keep up, how much different AIME is and how important authentic growth. This is a conversation about the tides turning, how the numbers really do not lie, and what YOU need to do about it.The big question? Would you be scared if I called your agent!?

Do you want to get off the tools?Work more ‘on' your business rather than ‘in' it?I hear this like a broken record.A throw away statement.Often from brokers who have no intention or desire to do it.Being a mortgage broker, helping clients and writing loans… is easy.And most brokers love it.Building and operating a mortgage business… is hard.And most brokers hate it (or aren't good at it).I find it bizarre that most are trying to run away from the very thing they are good at and enjoy… and towards something that is tough, a completely different skill set, and something they will not enjoy.So, instead of following the masses, the first question to ask is:Why get off the tools? (a seemingly simple, but deep and complex question)And then second, if the decision and goal is to remove yourself from writing loans, the question becomes:How to get off the tools? (a simple solution, but deep and complex tactics)In this episode of Mortgage Broker Acceleration, we discuss the concept and desire for getting off the tools properly, so you can ask yourself the right questions, make the right decisions, and then act with clarity and intent (and not do something you'll regret!).Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

Bigger is not always better; it's what you do with it that counts.So they say.This could be the most crass or cliche way to start an email ever.But, there's an appropriate analogy here for a mortgage business.I assure you.Because in business…Bigger is not always better; it's the profit and value creation that counts.But unfortunately… most brokers focus on the wrong things:Growing a bigger business and team.Writing more and more loans.Winning awards and following passion projects.Adding technology, complexity and moving parts.Digital marketing and social media.Often to the detriment of making a profit and/or creating value.In fact.A lot of brokers, even the “successful” ones (I put successful in quote marks because the industry rewards the wrong things, measuring success incorrectly):Don't know what a profitable mortgage business looks like.Don't even know if their business is profitable or not.Don't understand their end-game or purpose (income vs value).Don't have the right model to suit their goals.Don't look at their numbers or focus on making money.In this episode of Mortgage Broker Acceleration, we discuss the concept of having a profitable mortgage business model, and the dangers of being caught (or stuck) in the middle.Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

This week's episode of Mortgage Broker Acceleration is special.I have a ninja business-building guest with me, taking the seat of Ash for the week.This episode is for the serious mortgage business builders.A behind the scenes look at how our business grew by 500% in the space of a couple of years, and simultaneously went from almost full reliance on me to virtually zero reliance on me.This is not a one-off case study either.We've helped a number of mortgage brokers achieve similar levels of success through our 10X advice and coaching program.In this episode of Mortgage Broker Acceleration, meet the business system genius behind the growth of BIG, and learn smarter and easier ways to develop your business, build systems and lead a high-performance team.Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

I am giving you permission to work less and earn more.Now let's take a step back… because it's not that simple.I've worked with hundreds of brokers over the last 15 years.Some who are just making ends meet, to those making seven-figures a year (in personal income, not settlement commissions / revenue).You want to know the common thread, that is consistent among brokers, regardless of how much they earn?They all keep working hard, full-time hours, Monday to Friday, 9-5… and more.Many sit at the desk all day, even when there is no work to do, or they are completely unproductive.And then there's some, too many in fact, that think it's ok (or expected) to work nights, weekends and holidays.Let me tell you that both of these situations are B.S. Don't settle for it.This episode of Mortgage Broker Acceleration runs deep on our society and mindset. Don't skip it. We discuss the unconscious “need for 9-5”, linking being busy to being valuable, and how most brokers have an outdated belief system that is stopping them from working less and earning more.Accelerate FasterYou can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

There are levels of how hands-off you can go in business.From zero, i.e. you are responsible for everything!To completely, i.e. you are responsible for nothing.Most brokers want to end up somewhere in between.They love what they do.But they want flexibility to have a life, travel and follow passion projects.I've personally been at both ends of the spectrum. Having a business that was essentially “all me” and also a business that ran independently of me. Both have pros and cons for sure.In this episode of Mortgage Broker Acceleration, we discuss the different levels of systemisation (we call it Go Hands-Off), how to think about them and progress through the ranks. Note this month is all about systems, but it runs deeper than that, which you'll find out when you listen in. Accelerate FasterYou can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

Building systems, processes, workflows, automations and so on is a MUST in business.I know that.You know that.Even the guy down the street… who is not in business… knows that.Because without systems you have a mess… fly by the seat of your pants... business.The problem I see working with brokers, is the definition of systems, and the extent and depth of their installation… is vague and half-baked.Take an easy example.Brokers with little-to-no systems, they know this and know they need to do something about it… which is a good thing. Because if they stop working, everything stops.Here's where it gets tricky and dangerous.Brokers who do have a lot of systems in their business, think their systems are really good and are kicking goals, but in reality it's primary school level at best. If they stop working, some things keep working because of a support team in place, but many things stop and break without them.A lot of brokers have a basic system for the loan process, but have virtually no systems for lead generation, referrals, partnership nurture, marketing, admin, HR, team performance, client care, reporting, and so on.In this episode of Mortgage Broker Acceleration, we discuss the purpose of systems and the various levels of ‘system achievement' needed to go from solo broker to true business owner that is not required in any way.Accelerate FasterYou can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

As a mortgage broker and business owner, you can focus on two types of value.Now Value and Future Value.You also have the choice of how to invest your time (a finite resource) each day.Most invest all their time on Now Value tasks; such as generating new business, writing loans, nurturing referral partners, client care, working with support team, and so on.A focus on Now Value means you have a job, not a business. If you stop working, your business and income stops (or is greatly reduced). Now Value is about creating an income from your effort now and forever.The fundamental purpose of business is to build Future Value, and I'm not talking about building your trail book, that's very limited in thinking and one-dimensional.Future Value is doing something today that will make tomorrow easier, or even better, something you no longer have to do. Future Value is about creating an income (and asset) that doesn't require your effort in the future to generate it.If you prioritise business building, and Future Value, you will result in income generation and asset creation that is independent of you and your time.If you fail to prioritise business building, and keep chasing Now Value, you will be locked in having to trade your time and energy for money indefinitely.In this episode of Mortgage Broker Acceleration, we discuss this in more detail and share why you should switch your focus to business building and Future Value, but doing it smart so you continue to generate a solid income (Now Value).Accelerate FasterYou can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

This week, Jen is joined by Phil Treadwell. Phil is making it his mission to help move the mortgage industry into a more modern and relevant place.  It is time to embrace change and revolutionize the industry! ____________________ Join the Mortgage Lending Mastery Community Today: YouTube: https://www.youtube.com/channel/UCIz6-AkN3rMajV8OHfbJ_zw?view_as=subscriber       Facebook: https://www.facebook.com/JenDuPlessis22   Instagram: https://www.instagram.com/jenduplessis/      Website: www.JenDuPlessis.com    LinkedIn: https://www.linkedin.com/in/jenduplessis/    LinkedTree: https://linktr.ee/jenduplessis Interested in joining the Marketer's Cruise? Go to https://marketerscruise.com/ make sure you scroll down and find my name as your referral when booking. Book a Strategy Call with Jen TODAY: www.ChatwithJen.com _________________________ About Phil Treadwell Phil Treadwell is an entrepreneur, national speaker and podcaster. He has over 18 years of experience in mortgage and real estate, and he regularly collaborates with industry thought leaders from around the country. Phil has been coached and mentored by some of business's elite and now shares his knowledge and experience as a business mindset coach & founder at M1 Academy.  Phil launched the Mortgage Marketing Expert podcast, where he interviews sough-after experts who share first-hand experience and advice to help industry professionals build more modern and relevant businesses. The MME podcast regularly appears in the Top 200 on Apple Podcasts in the Business > Marketing category, and it has been listed by numerous publications as one of the top podcasts in the mortgage and real estate industry.  Phil has spoken at dozens of events and contributed as an expert guest on over 100 other podcasts and social media shows. His awards and recognition include being named “40 Most Influential Mortgage Professionals Under 40” in 2019 and “Most Connected Mortgage Professionals” in 2021 and 2022 by National Mortgage Professional magazine. And he was listed “Top 20 Mortgage Professionals” in 2020 by Yahoo! Finance.  Learn more about your ad choices. Visit megaphone.fm/adchoices

There are many common mistakes brokers make when building a team.And it makes business hard, annoying, and frustrating.In fact a lot of brokers end up thinking it'd be easier to just go solo and do everything themselves! But we all know that's not a real business of course… that's just a job.So we need a team.And if we do it right, it can be easy, fun and lucrative.In this episode of Mortgage Broker Acceleration, we discuss the key mistakes to avoid when it comes to team building and team management. These are hidden mistakes brokers don't even know about, so this is a guaranteed eye-opener.Accelerate FasterYou can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

What's the one person all brokers should hire… but virtually none do?Is it a loan processor? No.Is it a parabroker? No.Is it another broker? No.Is it a CSM? No.Is it a virtual assistant, or a marketing person, or an office manager?No. No. No.It's actually not what you think, which is why almost nobody does this.I'd argue that it's impossible to have an efficient, high-performing team without ‘this person'.In this episode of Mortgage Broker Acceleration, we discuss the trap most brokers fall into when hiring people, and share the smarter hiring strategy that will accelerate results.Accelerate FasterYou can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

Grow your mortgage business.Build your mortgage business.Scale your mortgage business.You've gotta build a business!…says who???Forget what everyone else is saying, doing, or telling you to do.The fact is…You don't have to do anything.The forgotten (and crucial) question is…Should you build a business or not?And the answer isn't always yes.In this episode of Mortgage Broker Acceleration, we discuss the situations where brokers should build a business and where they should take a different approach to reach their financial and life goals. Building a business isn't for everyone, and it's not always the smartest and fastest path to success.Accelerate FasterYou can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

Building a team is easy.Any broker can hire people.But keeping a team long-term, high-performing, happy and sustainable… and have them treat your business like their own… is a completely different story.There are a number of strategies required to achieve this. To create stars (or A players) in a mortgage business.In this episode of Mortgage Broker Acceleration, we discuss our Team Advancement strategy that keeps A-players happy and performing for years and years. This same strategy also creates the highest level of efficiency and profit.Accelerate FasterYou can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

Being seen as a micro-celebrity is a good thing for business.A customer choosing a mortgage broker will… all other things being equal... gravitate to the person who has a higher level of (real or perceived) celebrity.The definition of ‘celebrity' here is complex and there's psychology behind it, a good reason to listen to this episode in full where we unpack it.In short… building celebrity status is definitely something you should consider (for you and your business).And there are two main ways to achieve it.Earn and Manufacture.One takes years (or decades), the other takes a simple decision and only days… if you know how.In this episode of Mortgage Broker Acceleration, learn the secrets of manufacturing celebrity and the huge benefits to your business, your clients and you personally.Accelerate FasterYou can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

Today, we dive into the fascinating world of technology, finance, and real estate with a special guest, David Levine of Liquid Hearts Club, affectionately known as Moto. David shares his remarkable journey from pioneering online mortgage trading platforms in the late 90s to his current ventures at the intersection of real estate, finance, and blockchain technology. David and Moto discuss the evolution of the web from Web1 to Web3, the transformative power of decentralized finance (DeFi), and the revolutionary impact of blockchain technology on the real estate and mortgage industries. Learn about the challenges and opportunities of decentralized systems, the importance of maintaining core values in the face of innovation, and how technology can enhance our lives in profound ways.

Should you invest the time and resources to enter awards?You might think the answer is a straightforward Yes or No.But it's not.Because it takes a fair chunk of time to submit entries in all the industry (and non industry) awards, you want to make sure you are doing it for the right reasons.And personal recognition, a trophy and a night out at an awards ceremony… isn't one of them.In this episode of Mortgage Broker Acceleration, learn how to consider awards from a strategic business perspective. Why you should consider entering (or not), how to maximise your chances of winning, and what to do if you are a finalist or winner.Accelerate FasterYou can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

I currently live in Melbourne, Australia.It's winter.And everyone wears black.It's kinda dull, boring and depressing.But… I'm not here to critique the fashion choices of an entire city.Afterall, I do wear my fair share of black clothing.Now… I notice a similar trend in the mortgage industry.Everyone looks and sounds the same.Following and copying one another.Also kinda dull and boring.To succeed in business and as a mortgage broker, you want to go out and see what everyone else is doing… and then do something different… often the opposite.Wear white when everyone is wearing black.In business… standing out and being unique is the name of the game.Boring, beige and plain vanilla is not.In this episode of Mortgage Broker Acceleration, learn why most people don't do this and why they prefer to blend in. Discover how to get comfortable with standing out and why the marketplace rewards those who do.Accelerate FasterYou can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

Public speaking is one of the most valuable things you can do in business.Why?1:MANYThe fact you can connect with, educate, inspire and motivate a group of people… all at the same time… is a scale gamechanger (think efficiency, conversions, profit and more).What's even better is it can actually be fun, once you flip your approach and mindset.I used to be the shyest kid in school and the last person you would think to put their hand up to speak in front of a room… let alone become good at it.While I still don't consider myself a good (i.e. professional level) public speaker, it hasn't stopped me from learning how to have fun and make millions of dollars doing it.In this episode of Mortgage Broker Acceleration, learn why you should consider public speaking opportunities (linked to generating business of course), how to change your mindset and enjoy it, and of course the big one… learn what you should talk about and say.Accelerate FasterYou can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

Time to discuss the importance of conducting a mid-year review. D.O. emphasizes the need for loan officers to assess their progress, update business plans, and check in with partners - while sharing strategies for overcoming procrastination and setting new goals for the second half of the year. 

Today marks the first day of the new financial year, at least in Australia.So what should you do to start strong?First, you should have started at least 3-months ago, but we'll skip that since we don't have a time machine handy.What you'll want to consider are three things.Your clients: how are you pre-empting and supporting them around this time?Your partners: what are they working on and what's important to them and their clients, and how can you support all that?Your business: what results did your business achieve the previous 6-12 months, what would you like to achieve in the coming year… and how will you reward your team for their performance and incentivise them into the next year?The EOFY can feel like an arbitrary line in the sand, but there's actually a number of things smart operators are doing at this time.In this episode of Mortgage Broker Acceleration, learn how to prepare, plan and maximise this time of year… it's not too late.Accelerate FasterYou can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

The world is obsessed with technology.The mortgage industry is obsessed too.Conversations centre around using technology, the latest and greatest CRM, chatbots and AI, video meetings, systems, process flows, automations, social media, digital marketing and more.The fintech sector is buzzing with 1001 things to make business and life easier.All valid and valuable topics by the way. Lots of useful products and solutions. Noargument there.But there is a problem with this.In fact there are two problems.First, the use of technology to avoid actually doing the work. For example, wanting ton use digital marketing and have hot, qualified leads magically appear… rather than going out, talking to people, building partnerships and selling yourself.Second, the use of technology as a replacement for what works. For example, building a successful mortgage business off the back of networking, partnerships and business development… then replacing that in favour of building a digital marketing strategy.We see both of these happening all the time, even with experienced and successful operators.In this episode of Mortgage Broker Acceleration, learn why technology is great and cannot be overlooked… but also why traditional tactics are just as great, cannot be overlooked, and often work better than the new shiny objects being chased.Accelerate FasterYou can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

Direct Messaging is actually not new.SMS has been around for 25 years.Messenger and WhatsApp have been around for 15 years.What is new… is how people are using these communication channels.The game has changed.And the problem is… most brokers have been left behind.In this episode of Mortgage Broker Acceleration, learn how and when to use different communication channels with your prospects, clients and partners… to meet them where they are at… play the game effectively… and maximise your results.Accelerate FasterYou can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

Hyper-engaged clients are more secure and refer more.This means they make brokers a lot more money and make a mortgage business a lot more valuable.Problem is… most don't put the effort and resources into creating a hyper-engaged community.They do the basics, at best.A monthly newsletter, social media activity, interest rate updates and annual reviews.. which doesn't cut it.Not even close.The solution is a content and connection ecosystem. Delivered online and offline. That is unique and meaningful. Designed to take a specific audience on a specific journey towards a specific outcome.There are around 17,000 brokers in Australia right now, and I can count on one hand the businesses I've seen do this well.The ones that do are absolutely crushing it.In this episode of Mortgage Broker Acceleration, learn how any mortgage business can create hyper-engaged clients, resulting in less churn, more referrals, more profit and more value for the business and clients. Accelerate FasterYou can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

Today, we're joined by David Krichmar who is an LO based out of Houston Texas, who sends 1.2 million emails a month. He is also the creator of the Mortgage Nugget, a 3x per weekly email for Mortgage Professionals with 40,000 subscribers.   In this episode, we will cover:  How to come up with ideas for email;  Why he sends emails to his list 3 to 5 times a week;  How to combine your email with your social media;  And How he segments his list To connect with Dave Krichmar, you can check him out on: Instagram  Mortgage Nuggets  The I Love Mortgage Brokering Network is brought to you by Finmo. To learn more, visit: finmo.ca/ilmb For more tips and tactics, follow me on Instagram: (@scottpeckford) I Love Mortgage Brokering Find out more about what Scott is doing at BRX Mortgage   We're going to dive deep today in the world of email marketing for mortgage professionals with Dave Krichmar as he shares his high frequency email strategies that defy conventional wisdom. Discover how Dave's consistent and targeted approach, with over a million emails sent monthly, leads to impressive client engagement and business growth. Tune in for actionable insights on content curation, personal branding and the use of platforms like Active Campaign to enhance your mortgage marketing campaigns.   Key talking points from this episode: Traditional views on email frequency by sending over a million emails monthly to realtors and clients. The need for mortgage professionals to choose topics wisely, suggesting sources like mortgage related articles or personal success stories. Advising not to fret over unsubscribes but to concentrate on the subscribers who remain interested. Dave's journey in personal branding, positioning himself as “Dave Your Mortgage Guy” and stresses the significance of establishing oneself as an expert. Technical aspects of email marketing, such as the limitations of certain CRM platforms and the need for robust systems like Active Campaign. Making consistent calls, sending emails and nurturing an email list from scratch to achieve sustainable business growth over time.

Tim Braheem Interviews Danny Horanyi Danny Horanyi brings over 20 years of mortgage experience and wisdom to this conversation with Tim. His innovative approach to his role as an originator and as a high level executive within the mortgage industry provide the listener with much to ponder and valuable insights in todays changing mortgage landscape.You Will Learn: Why every person on your team needs to be a lead generator and how to do itThe importance of the Perfect Loan ProcessWhat you need to do to have the confidence to ask for referralsWhy the mortgage professional of the future needs to offer a broad spectrum of valueThe three key moments of celebration on every loanWho is Danny Horanyi?Danny is a husband and father of two kids in San Diego, California. In his life and in business, Danny always emphasizes community and the spirit of friendship and care. At NEO Home Loans, Danny brings that spirit into the mortgage industry. Specifically noting that the loan closing is never the end of the relationship with a client; it's the beginning. Danny loves guiding people on their journey towards financial freedom with a lifetime of advice. Outside of work, Danny is a board game enthusiast and a friend to many. His favorite place is sitting with friends by a fire pit with a bottle of wine and some great conversation.Brought to you by The Loan Atlas theloanatlas.com

Join host Lady Jen DU Plessis in an inspiring conversation with Skylar Wallace, as they delve into the power of empowering mortgage professionals through goodness. Discover Skylar's transformative journey leading Level Up Lenders and his mission to spread positivity and excellence in the mortgage industry. __________________ Hey, everyone. Welcome to another edition of Mortgage Lending Mastery. I'm your host, Jen Du Plessis and I am delighted today to have with me a guest who I'm really excited because, you know, I've been doing this podcast for 12 years now, almost 12 and a half and I've never had a guest who has the topic that we're going to be speaking about today. So with me today is Skylar Wallace. He has worked in the lending space for over 15 years now. He recently has been focused extensively in the mortgage lender arena. He has been focused exclusively as a mortgage lender, building out a team called the Level Up Lenders.... ____________________ Join the Mortgage Lending Mastery Community Today: YouTube: https://www.youtube.com/channel/UCIz6-AkN3rMajV8OHfbJ_zw?view_as=subscriber       Facebook: https://www.facebook.com/JenDuPlessis22   Instagram: https://www.instagram.com/jenduplessis/      Website: www.JenDuPlessis.com    LinkedIn: https://www.linkedin.com/in/jenduplessis/    LinkedTree: https://linktr.ee/jenduplessis Interested in joining the Podcasters at Sea? Go to https://www.podcastersatsea.com/ make sure you scroll down and find my name as your referral when booking. Book a Strategy Call with Jen TODAY: www.ChatwithJen.com _________________________ About Skylar Wallace Skylar has worked in the lending space for over 15 years. Most recently, he has been focused exclusively as a mortgage lender building out a team called the Level Up Lenders. Over the past 4 years, Level Up has grown to a team of 23 employees with 8 loan officers and have funded over 2,000 units. 2024 will finally be the year they cross the 1,000-unit mark for the first time in a single year. In addition to that, Skylar founded a coaching platform called Level Up Guides where he coaches his methodology to other loan officers that are interested in building real businesses within the mortgage industry. He focuses on team building, process improvement, and scale. Personally, Skylar is married and has 2 boys. He serves on boards for the local chamber of commerce and his Native American Tribe's 8(a) minority enterprise holding company. He holds an EMBA from the Walton College at the University of Arkansas, and still actively volunteers time consulting and judging with the entrepreneur program in the business school. Connect with Skylar Facebook: https://www.facebook.com/sky8632 Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Mortgage Marketing Executive, host Phil Treadwell invites the dynamic duo, Don and Gino, founders of DG Media Inc and the Momentum Builder annual event. The conversation revolves around this year's Momentum Builder event, focusing on the importance of identifying and addressing the right problems to ensure business growth. Don and Gino emphasize the transformative power of relationships in both personal and professional realms. Tune in to gain valuable insights from these industry pioneers and get a great deal to attend Momentum Builder 2024.   00:30 - 2 Weeks from Momentum Builder 2024 02:00 - How Don and Gino are Overcoming the Challenges of 2023 04:15 - No Fluff, All Tactics 05:20 - The Strategy that Got You Where You Are, Is Not the Strategy That Gets You To the Next Level 07:00 - Are You Solving the Right Problem? 08:20 - Tools AND Excitement to Implement Them 10:40 - The 3 Parts of Your Business You MUST Focus On 12:25 - Eliminate Fear 15:30 - Networking Can Change Lives 19:25 - It's a Buffet 21:15 - It's Not JUST About Your Business 22:30 - The Inside Deal on Momentum Builder 2024 24:35 - 2024 WILL Be Better, Will You Be Ready? 26:30 - Don & Gino's Tips for Mortgage Professionals to Succeed in 2024 If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and JOIN our text group: 214-225-5696

Today, Camryn Hinton, the Associate Director of Member Relations and Events at ACUMA (American Credit Union Mortgage Association), joins the Big Skip Energy Podcast. She talks about ACUMA's operations, services, and its commitment to educating credit union mortgage professionals. Camryn discusses the recently formed Young Professional Network at ACUMA, which provides educational content and networking opportunities for hopeful upcomers in the finance field. 

LinkedIn can be a valuable platform for mortgage professionals to build their network, establish credibility, and grow their business. The success of having a linkedin account is based on several factors, like any other social media platform, depends on consistency and authenticity. Engaging with your network, sharing valuable content, and building meaningful relationships are key to leveraging LinkedIn effectively as a mortgage professional. Our guest today is an expert on helping professionals improve their LinkedIn profiles. Debbie Wemyss of DW Consulting has been coaching professionals in optimizing LinkedIn profiles and implementing proven strategies to improve online presence in LinkedIn.