300 episodes

Truth in Mortgage Marketing

Mortgage Marketing Radio Mortgage Marketing Radio

    • Business
    • 4.9 • 253 Ratings

Truth in Mortgage Marketing

    Building a Memorable Brand

    Building a Memorable Brand

    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

    • 51 min
    How to Become a More Confident Loan Officer

    How to Become a More Confident Loan Officer

    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

    • 13 min
    The Blueprint for Funding $50 Million in Today's Market

    The Blueprint for Funding $50 Million in Today's Market

    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

    • 53 min
    How to 10X Your Business

    How to 10X Your Business

    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

    • 16 min
    The NAR Settlement: Winning Strategies for a New Reality

    The NAR Settlement: Winning Strategies for a New Reality

    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: 
    Subscribe to The Dose Newsletter
    Learn More About myAgent Classes
    Join Our Private Facebook Group

    • 44 min
    How to Level Up Your Value to Real Estate Agents

    How to Level Up Your Value to Real Estate Agents

    It's been one year since having the #1 Loan Originator the Nation on the podcast. Matt and his team have helped over 25,000 families achieve their dreams of homeownership. Today, Matt Weaver is back and he's got a message for you.
    It's time to get serious or get out of the business.
    Listen and take notes as Matt shares his Four Pillars of Value and the importance of events in building relationships with real estate agents and driving conversations post-event.

    This is a must listen and repeat episode if you're ready to level up your mindset, skillset and your actions. Be sure to like and review this episode today!

    Prefer to watch on YouTube? Click Here.

    Episode Resources:

    Floor 13 Consulting with Matt Weaver

    Follow Matt on Instagram

    Learn More About myAgent Classes

    Join Our Private Facebook Group

    • 1 hr 3 min

Customer Reviews

4.9 out of 5
253 Ratings

253 Ratings

AshtonLG ,

Great podcast for LOs and agents alike!

This podcast is incredibly helpful! I love listening to Jeff’s podcast. He gets great guests who give phenomenal advice and tips. Highly recommend!

OSServer ,

One of the best mortgage coaches!

Mortgage Marketing Animals content is entertaining, motivating and educational. Carl is honest and funny and always providing value. I listen to the podcast in the car and watch the YouTube videos during lunch. I highly recommend to LOs and anyone else working in mortgage/real estate!

MortgagesByDerek ,

Great show

This podcast continually delivers exceptional, actionable content. Highly Recommend!

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