Mortgage Marketing Expert Phil Treadwell

In this episode the spotlight is on guest Craig Davis in a riveting discussion as Phil and Craig delve into their similar coaching styles, underscoring the significance of mindset in shaping our outcomes. They navigate the delicate balance between factual analysis and emotional intelligence in decision-making processes. The conversation is packed with insights, as Craig, shares the experiences and strategies that have led him to success. This episode is a must-listen for those seeking to understand the power of mindset and how to build momentum in your business.
Craig Davis has been in leadership for over 20 years serving the Mortgage Industry. He discovered early in his career that his joy is found in helping others achieve more; therefore, helping his team succeed in turn fueled his success. He founded Ascend Xperience Coaching and Speaking with that same passion, to help his clients succeed on purpose, and in their design. He is a conqueror of cancer, a family man, a buddy, and in his own words, just a good human…
 
02:00 - It’s Okay to Feel Stuck, It’s Not Okay to Remain Stuck
04:55 - Mindset is In Our Control and Shapes our Outcomes
08:00 - Challenges Create Choices, Which Create Opportunity
10:15 - We are Built Emotionally
12:35 - Progress, Not Perfection
15:10 - The Gap and the Gain
17:35 - Confidence is a Skill We Learn
20:25 - From Motivation to Momentum
23:00 - Finding Your Action Steps
27:10 - How to Get More Business
30:50 - People Connect with People, Not Product
32:30 - Focus on the Process, Not the Outcome
35:00 - Daily Ozone Planner
36:00 - Focus on Your Process
37:30 - Connect with Craig: Instagram | LinkedIn
Get Craig’s Daily Ozone Planner: https://ascendxc.com/ozone/
 
LEARN MORE ABOUT M1 ACADEMY COACHING
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In this episode of Mortgage Marketing Expert, host Phil Treadwell invites guest Ben Smidt to discuss the role of technology in building a successful mortgage business. The conversation focuses on how mortgage professionals can use technology to streamline their operations, close more deals, and provide superior service to clients. Smidt shares his expertise and insights, offering practical tips and strategies on leveraging tech tools to enhance efficiency and drive business growth. This episode is a must-listen for mortgage professionals seeking to harness the power of technology in their business.
01:50 - Meet Ben Smidt
03:35 - Opportunities in 2024
05:45 - Leveraging Tech to Create More Business
09:30 - We’re Going to Have to Do Things Differently
12:15 - Uplist
15:00 - Creating a New Conversation
17:00 - Why is There So Much Resistance to Innovation in Mortgage
19:20 - Technology Won’t Replace You, But a Loan Officer that Leverages Technology Can
21:15 - There’s Always Time, If You Make the Time
24:40 - Past Client Loan Reviews
27:30 - Your Digital Footprint
29:50 - Regaining Your Time
31:15 - Don’t Be Afraid To Try New Things
32:20 - Connect with Ben
EXTREME EFFICIENCY WORKSHOP
GetUplist.com
Ben on LinkedIn
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In this exciting episode of Mortgage Marketing Expert, host Phil Treadwell welcomes guest Kyle Wright, a successful loan officer to share his journey and experience. We delve into Wright's unique approach to success, which he attributes to learning how to do it all.
Kyle shares his insights on the importance of solving problems, effectively eliminating any reasons for clients not to refer. Listeners can expect to gain valuable insights into the mindset and strategies that have propelled Wright's success in the mortgage industry.
Episode Breakdown:
00:50 - From Orthodontics to Mortgage
04:15 - What it Takes to Produce in THIS Market
06:50 - You Have to Learn How to Do Everything
08:55 - Kyle’s Current Product Mix
10:45 - “You Don’t Need a Backup When You Work With Me”
12:20 - “I WAS the Expert”
16:50 - Conquering Fears
22:45 - Problems to Solve
27:40 - Get Better Than the Other Guy
34:05 - You’ve Got to Do Everything
42:15 - Where People Found Their Lenders
46:00 - More Conversations = More Business
52:25 - Do You Have the Work Ethic?
55:10 - Taking Action is the Only Cure
59:30 - Outliers
01:00:25 - The Slight Edge
01:01:00 - Find an Activity and Quantify It
01:02:00 - Connect with Kyle
 
https://www.instagram.com/mrloans.mortgage
 
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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
For OVER 50% OFF tickets to Momentum Builder send a DM to @philtreadwell
If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and JOIN our text group: 214-225-5696

In this episode Phil Treadwell is joined by industry expert Scott Reuter from Freddie Mac to explore the latest appraisal trends in 2024. With their combined expertise, they delve into the evolving landscape of property appraisals, discussing topics such as technological advancements in the appraisal process, the impact of appraisal bias, and the opportunities for new entrants to the appraisal field. This insightful conversation provides valuable insights for mortgage professionals looking to stay ahead in the rapidly evolving market we face.
02:00 - Market Conditions Adjustment
04:50 - An Opinion of Value
07:05 - Appraisal Bias
11:30 - Appraiser Diversity
16:45 - Different Valuation Options
22:30 - Emerging Technology
29:55 - Advice for Mortgage Pros
Episode resources:
Collateral Valuation and Appraisal Resources: https://sf.freddiemac.com/working-with-us/appraisers/overview
Practical Guide for Objective Appraisals: https://sf.freddiemac.com/articles/insights/more-objective-appraisals-a-practical-guide-for-appraisers
Appraiser Diversity Initiative (ADI): https://www.appraisalinstitute.org/the-appraisal-profession/appraiser-diversity-initiative/
Check out Freddie Mac's Equitably Speaking podcast
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In this enlightening episode of Mortgage Marketing Expert, host Phil Treadwell is joined by Mike Hardy. Together, they delve into the future of the mortgage industry, focusing on the opportunities that await in 2024 and 2025.
The conversation begins with Phil and Mike exploring the evolving landscape of the mortgage industry. They discuss the potential changes and trends that could shape the industry in the coming years, and how these changes could open up new opportunities for mortgage professionals.
The discussion is rich with practical advice and strategic insights, making it a must-listen for anyone looking to succeed in the mortgage industry. Whether you're a seasoned professional or a newcomer to the industry, this episode will equip you with the knowledge and strategies needed to seize the opportunities of tomorrow.
Episode Breakdown:
02:15 - From Medicine to Mortgage
03:20 - The Gap Between Mortgage Officers and other Financial Professionals
05:20 - “You Cannot Give Away What You Do Not Have Yourself”
09:08 - How Will 2024 Look?
12:25 - The Silver Tsunami
15:30 - Success Principles
17:00 - Protecting YOU from YOU
18:00 - The Body, The Being, The Balance and the Business
19:20 - The Word of the Year is Intention
23:25 - Is The Action You’re Taking Working Towards Your Strategy
24:00 - Advice for the Weary
28:00 - You Have to Win in Your Mind FIRST
30:30 - Would You Do Business with You? Why?
33:15 - MikeHardyBio.com
Check out Freddie Mac's Equitably Speaking podcast
If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and JOIN our text group: 214-225-5696