The Local Marketing Lab

Evocalize
  • 4.9 (11)
  • MARKETING
  • UPDATED WEEKLY

Real-world insights from industry pros to help you drive local growth and local revenue.

  1. Authentic social media marketing for loan officers with Hannah McManus

    09/10/2025

    Authentic social media marketing for loan officers with Hannah McManus

    Struggling to connect with potential borrowers on social without sounding like a pushy salesperson? In this episode of the Local Marketing Lab, Hannah McManus, Director of Marketing at Atlantic Bay Mortgage Group and host of the Lending Forward Podcast, reveals how authentic social media marketing for loan officers can transform your business. Hannah shares proven strategies for building genuine community connections that naturally lead to referrals and closed loans. Topics discussed in this episode: 1️⃣ Build authentic relationships before selling mortgages 2️⃣ Leverage social media for connection, not promotion 3️⃣ Share real client stories instead of industry jargon 4️⃣ Get involved in local community events and volunteering 5️⃣ Host community events in your office space ResourcesConnect with Hannah McManus on LinkedIn or on Instagram.Learn more about Atlantic Bay Mortgage.Subscribe to the Lending Forward Podcast.Watch the episode of the Lending Forward Podcast with Matthew Marx, CEO of Evocalize. Other shout-outsBombBomb: Software for making and sending videos.Kyle Draper: Follow on LinkedIn for tips on video marketing.

    35 min
  2. Ways to build your mortgage referral network for lead gen with Adam Smith

    09/04/2025

    Ways to build your mortgage referral network for lead gen with Adam Smith

    Are you still chasing the same overworked real estate agents for referrals while your competitors dominate the market? In this episode of the Local Marketing Lab, Adam Smith, President of Colorado Real Estate Finance Group and mortgage coach, reveals unconventional strategies to build your mortgage referral network for lead gen. He breaks down why 90% of mortgage professionals failed during recent market shifts and shares the hidden referral sources that can transform your business. Topics discussed in this episode: 1️⃣ Use AI for client avatar creation and content generation 2️⃣ Why volunteer work and community involvement drive business growth 3️⃣ Creative referral partner strategies beyond traditional sources 4️⃣ The importance of running with your “tribes” and shared interests 5️⃣ Why transparency and authenticity matter more than perfect marketing ResourcesConnect with Adam Smith on LinkedIn.Learn more about Colorado Real Estate Finance Group.Check out Adam’s website justthetipscoaching.com to access his book, podcast, and daily tips. Other shout-outsCheck out The Art of Getting Shit Done by Chad Prio.The Purple Cow by Seth Godin.

    44 min
  3. Digital marketing for mortgage: What actually works with Drew Gillett

    08/13/2025

    Digital marketing for mortgage: What actually works with Drew Gillett

    Are you burning through your marketing budget without seeing mortgage leads? In this episode of the Local Marketing Lab, Drew Gillett, VP of Retail Marketing at Guild Mortgage, reveals what actually drives results in digital marketing for mortgage professionals. Drew shares battle-tested strategies from leading one of the nation’s top retail mortgage companies and explains why most digital marketing for mortgage fails before it even starts. Here are some topics discussed in the episode around digital marketing for mortgage: Why video content is non-negotiable for local mortgage professionalsInfrastructure needed before launching paid advertising campaignsConduct a digital audit of your online presence and consistencyCommunity engagement strategies that go beyond traditional real estate partnershipsExamples of hyperlocal marketing that creates authentic connections ResourcesConnect with Drew Gillett on LinkedIn.Learn more about Guild Mortgage.Check out Guild Mortgage on Instagram. Other shout-outsNike for their localized marathon ads in Mexico City

    30 min
  4. Getting started with video marketing for loan officers with Mandy Philips

    06/18/2025

    Getting started with video marketing for loan officers with Mandy Philips

    Are you struggling to generate consistent leads? In this episode of the Local Marketing Lab, Mandy Philips, Branch Manager at Omega Mortgage Group, reveals how video marketing for loan officers transformed her business. Mandy shares her proven strategies for building a social media following and turning followers into clients. Here are some topics discussed in the episode around video marketing for loan officers: Overcome the fear of getting started with video contentThe “5-video batch method” for consistent content creationRepurpose content across multiple social platformsThe power of Q&A videosCross-collaboration with local businesses ResourcesConnect with Mandy Philips on LinkedIn.Learn more about Omega Mortgage Group.Follow Many on TikTok, Instagram, Facebook, or YouTube. Other shout-outsScott Bentley for amazing mortgage video content on TikTok.

    26 min
  5. How to become a valuable mortgage partner with Eric Mitchell

    05/14/2025

    How to become a valuable mortgage partner with Eric Mitchell

    Are you struggling to stand out in an overcrowded mortgage market where everyone claims to have “great rates” and “excellent service”? In this episode of the Local Marketing Lab, Eric Mitchell, Chief Revenue Officer at Client Direct Mortgage, reveals how to transform your approach and become a truly valuable mortgage partner. Eric shares game-changing strategies that helped him break free from traditional methods and build a thriving mortgage business through strategic partnerships. Here are some topics discussed in the episode: Generate leads through strategic partnerships with attorneys and other professionalsWhy traditional cold-calling of realtors is ineffective in today’s marketDifferentiating yourself beyond “price, product, and service”Leverage free credit repair services as a value propositionThe power of focusing on your “why” rather than just chasing money ResourcesConnect with Eric Mitchell on LinkedIn.Learn more about DiscountMortgage.AI.Check out Client Direct Mortgage.View Eric’s book, “The WHY of MONEY: How to Get Out of Your Own Way & Finally Earn What You Deserve“.

    46 min
  6. 13 conversations that drive mortgage success with Steve Kyles

    03/26/2025

    13 conversations that drive mortgage success with Steve Kyles

    What if the key to mortgage success was simply having the right conversations with the right people? In this episode of the Local Marketing Lab, Steve Kyles, partner at Mortgage Marketing Animals and host of the Loan Officer Leadership Podcast, reveals the data-driven approach that’s transforming mortgage professionals’ results. Steve breaks down exactly why most loan officers struggle despite working hard and shares the precise formula for consistent mortgage success in today’s market. Topics discussed in this episode: 1️⃣ How to generate 8+ deals monthly through consistent outbound contact 2️⃣ Identify truly qualified real estate agent partners 3️⃣ Powerful scripts for asking for business that increase referral rates 4️⃣ Three-step priority system for creating a sustainable work routine 5️⃣ Using modern technology to boost conversion rates by 15% ResourcesConnect with Steve Kyles on LinkedIn.Learn more about Success Mortgage Partners.Listen to an episode of the Loan Officer Leadership Podcast.Check out Mortgage Marketing Animals. Other shout-outsCarl White — Partner at Mortgage Marketing AnimalsCovve — Export phone numbers from your phone as a CSV file

    32 min
  7. The power of personalization in local mortgage marketing with Ellen Duncan

    03/19/2025

    The power of personalization in local mortgage marketing with Ellen Duncan

    Is your mortgage marketing connecting with local customers or getting lost in generic messaging? In this episode of the Local Marketing Lab, Ellen Duncan, CMO at AnnieMac Home Mortgage and founder of Pineapple Partners, reveals how personalization transforms local mortgage marketing. Drawing from her experience with major brands like Coca-Cola and her current role in the mortgage industry, Ellen shares practical strategies to make your marketing resonate in specific communities. Topics discussed in this episode: 1️⃣ Create marketing collateral that adapts to each local market’s unique characteristics 2️⃣ Leverage existing customer databases more effectively for personalized outreach 3️⃣ Host first-time homebuyer seminars that build trust in the community 4️⃣ Ways to partner with community organizations to expand your local marketing reach 5️⃣ Balance between automated marketing and authentic, personalized communication ResourcesConnect with Ellen Duncan on LinkedIn.Learn more about AnnieMac Home Mortgage.Check out Pineapple Partners. Other shout-outsFollow Joseph Panebianco, CEO of AnnieMac, on LinkedIn.

    27 min
  8. 2 powerful ways loan officers can earn customer trust with Rachel Witt

    02/12/2025

    2 powerful ways loan officers can earn customer trust with Rachel Witt

    In an era where 54% of Gen Z doesn’t trust financial institutions, how do successful loan officers earn customer trust? In this episode of the Local Marketing Lab, Rachel Witt, Assistant VP of Marketing at ALCOVA Mortgage, reveals proven strategies to build authentic connections in the digital age. She shares how loan officers can earn customer trust through community involvement and strategic video marketing. Topics discussed in this episode: 1️⃣ Gen Z’s distrust of financial institutions and how to overcome it 2️⃣ Leveraging community involvement for authentic business growth 3️⃣ Creating effective video content 4️⃣ Successful employee advocacy programs 5️⃣ Consistency in content creation ResourcesConnect with Rachel Witt on LinkedIn.Learn more about ALCOVA Mortgage.Follow ALCOVA on LinkedIn, Facebook, Instagram, X, and TikTok.Check out BombBomb video messages. Other shout-outsWill Baylock for video marketing.

    29 min
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4.9
out of 5
11 Ratings

About

Real-world insights from industry pros to help you drive local growth and local revenue.

Information

  • Creator
    Evocalize
  • Years Active
    2023 - 2025
  • Episodes
    76
  • Rating
    Explicit
  • Copyright
    © Copyright 2025 Evocalize
  • Show Website
    The Local Marketing Lab