Mortgage Marketing Radio Mortgage Marketing Radio

In this episode, I share a few of the biggest takeaways from the recent Mastermind Summit in Las Vegas. I'll discuss strategies and tactics for closing out the year strong in the mortgage industry. We review the importance of executing the fundamentals, such as building relationships with referral partners, having conversations, and staying in front of agents consistently. We also highlight the need to evaluate and improve accountability metrics, focus on controllable factors, and fall in love with the process rather than the outcome.
Highlights:
Implementing classes and education can help generate business and increase realtor referrals.Executing the fundamentals, such as building relationships and having conversations, is crucial for success in the mortgage industry.Evaluating and improving accountability metrics can drive business growth.Focusing on controllable factors and falling in love with the process leads to long-term success.Consistency and persistence are key in achieving desired results.
Episode Resources:
Double Your Agent Referrals in 90 Days
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In this episode, we talk with Scott Payne from Shape CRM to discuss the importance of standing out in business and optimizing lead management for loan officers. Scott shares his journey of becoming memorable in the industry through his unique personal branding, which includes wigs, humorous t-shirts, and fitness videos.
**Top 5 Keys You'll Learn**
1. **Being Memorable:** Find out how Scott used unique outfits, including wigs and muscle shirts, to create a personal brand that stands out in business events and conferences.
2. **Serving the Community:** Learn how Scott turned morning school drop-offs into a positive and impactful experience, even involving fun videos with his kids!
3. **Fitness & Business:** Discover the connection between Scott's fitness journey and his professional life. He shares how quitting alcohol and focusing on fitness helped him improve personally and professionally.
4. **Shape CRM:** Get the lowdown on the Shape lead management system and how it prioritizes tasks, saving loan officers two hours per day and significantly boosting efficiency.
5. **Flexibility & Tech Insight:** Understand the diverse uses of CRM systems across industries and the benefits of Shape's flexible, no long-term commitment approach.
**Fun Fact from the Episode:**
Scott's choice to wear a wig and business attire at conferences was inspired by the positive response to his playful "Fun Here Friday" videos. Plus, each wig comes with a touching backstory connected to his father's experiences.
Notable Quotes:
"Being memorable is not just about standing out, it's about making a positive impact on those around you." - Scott Payne
"The right CRM system can give you the most precious resource back—your time." - Geoff Zimpfer
Episode Resources:
Check Out Shape CRM
Double Your Agent Referrals

This episode shares key takeaways and frameworks to evaluate your results as a mortgage originator. We discuss the value of feedback and how to sincerely ask your referral partners for feedback.
We also share a cool strategy to talk with your referral partners that creates meaningful connections and lays the foundation for future referrals.
Episode Resources:
The Agent Referral Xcelerator is Launching June 11th
Get on the Waitlist Here

On this episode, Allison Larson, shares her strategies for building relationships with real estate agents and growing her business. She emphasizes the importance of finding agents who have a minimum of five buy-side transactions in the last 12 months and have been licensed for at least a year.
She has a very structured process for identifying the right agents to build relationships with and how to maximize the impact of realtor appointments. She emphasizes the importance of being intentional and prepared for each meeting, focusing on the agent's pain points and finding connections.
Allison also discusses the value of hosting events and classes to attract and engage realtors. She highlights the significance of creating a strong online presence, encouraging loan officers to be authentic in their approach to building relationships with real estate agents.
Episode Resources:
Connect With Allison on Instagram
Join the Agent Referral Xcelerator Waitlist

Today we're focusing on how to 10X your business. It's just one episode in a series of short, focused takeaways you can apply to your business for immediate results.
We'll start with identifying the top three activities that move the needle in your business and go from there.
I'm also launching a NEW, exclusive opportunity to work closely with me to double your agent referrals in 90 days. It's called the Agent Referral Xcelerator. We go live in June but you can get on the waitlist right now.
Episode Resources:
Agent Xcelerator Wait List

Our guest today is Brian Boero, co-founder of 1000WATT. We're discussing the importance of branding and differentiation in the real estate and mortgage industry in a way that connects with your target audience.
Boero shares his opinion around the NAR settlement, particularly for agents who struggle to adapt to the changes. He advises mortgage professionals to support and cultivate relationships with the most capable agents in their market.
Highlights:
00:00 Introduction and Background
01:04 The Importance of Branding and Differentiation
08:59 The Impact of the NAR Settlement
12:43 Supporting and Cultivating Relationships with Agents
28:34 Opportunities for Mortgage Professionals
34:10 The Wake-Up Call Branding and Marketing Summit
Episode Resources: 
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