In this episode, host Phil Treadwell talks through the strategies for how to make 2025 the best year yet. Building a brand, cultivating relationships, and creating daily habits will push any professional ahead of the rest! Phil Treadwell is an award-winning entrepreneur, national speaker, and podcaster with over 20 years of experience in the mortgage and real estate industry. As the Founder and Mindset Coach at M1 Academy, ranked #4 among the Top 10 Mortgage Coaching Programs of 2023, Phil helps professionals achieve peak performance through proven strategies for mindset and execution. Recognized with multiple honors, including USA TODAY’s Top 10 Founders to Follow in 2024, Phil is dedicated to empowering professionals to reach their full potential. 00:10 New Year, New Goals 02:11 Building Your Habits 03:04 Marketing is Getting Someone’s Attention 04:50 What Content is Best For You? 09:21 Tactical Resources 10:30 Lead Generation 11:55 A Grandma Statement 12:40 Start the Conversation 17:55 From Acquaintance to Client 20:55 What is THEIR Focus? 22:10 Be Respectful of Their Time 23:50 Let Yourself Be Seen 25:35 Have Intentionality 26:30 Putting it All Together 29:45 Consistent and Persistent GET FREE RESOURCES TO ELEVATE YOUR BUSINESS LEARN MORE ABOUT M1 ACADEMY COACHING If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW. And JOIN the M1A Text Community: 214-225-5696  

In this episode, the podcast is taken over by Phil Treadwell’s assistants, Christina and Taylor. Along with Phil, Christina and Taylor talk about the importance of building relationships and give perspective as clients from outside the mortgage world. Phil goes through commonly used terminology and phrases from a mortgage professional’s vocabulary and demonstrates that just because a word is used does not mean that it is fully understood. Don’t miss this entertaining episode showcasing that taking the time to show rather than tell can build a foundation for client success! Christina spent five years as an elementary school teacher. Her passion for fostering connections and creativity led her to transition into the marketing world. Now, she is a marketing assistant and social media manager at M1 Academy, where she leverages her teaching experience to craft engaging content and build meaningful relationships. Taylor is a former elementary school teacher with six years of experience. Her tenure in the classroom has endowed her with significant organizational skills, innovative problem-solving abilities, and the aptitude to engage with individuals across various age groups. She has made the transition to the corporate environment, where she is a business manager and personal assistant for M1 Academy. 00:20 A Change in Host 02:45 Meet Christina and Taylor 06:10 Don’t Forget the Millenials 07:45 Acronym Trivia 12:40 Just Saying It Isn’t Actually Knowing It 15:45 A Picture is Worth a Thousand Words LEARN MORE ABOUT M1 ACADEMY COACHING If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW. And JOIN the M1A Text Community: 214-225-5696

In this informative episode, host Phil Treadwell welcomes Freddie Mac's Scott Reuter to discuss the myths and trends surrounding appraisals and valuations. As the Chief Appraiser and Director of Property Valuation at Freddie Mac, Scott talks about Uniform Appraisal Dataset (UAD) redesign and how to get prepared, appraisal quality, and alternative valuation options. Scott shares his knowledge on these topics and gives an inside look into the current and emerging trends of the market today. Don’t miss this episode for insights on new and improved things coming from Freddie Mac and how they benefit mortgage professionals! With over 35 years of experience in appraisal and collateral risk management, Scott has held leadership roles at Bank of America, Goldman Sachs, and GE. Recently, he was honored as the 2021 Valuation Visionary by the Collateral Risk Network and received GE’s Americas Award for Outstanding Contribution to the Business. 00:20 Meet Scott 01:45 Alternative Valuation Options 05:05 Property Data Report Collection Myths 09:20 ACE, PDR, UPD, and More 13:35 Not Just One and Done 15:50 Bettering Appraisal Practices 20:45 Potential Biased Words and Phrases 24:00 UAD Redesigned 29:45 Appraisals = More Objective 31:25 Thorough, Complete, and Data-Driven  35:50 Timeline to the Finished Product 39:00 Talk to Your Appraiser Check out these UAD resources: https://sf.freddiemac.com/tools-learning/uniform-mortgage-data-program/uad LEARN MORE ABOUT M1 ACADEMY COACHING If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW. And JOIN the M1A Text Community: 214-225-5696   

In this episode of the Mortgage Marketing Expert podcast, host Phil Treadwell is joined by Brian Weis, a CRO Owner, coach, and consultant. Together, they talk through strategies to help build a professional’s production and growth through outsourcing, time-blocking, and collaboration. Don’t miss this episode packed with tactics to find your North Star and grow leads into conversations! Brian Weis is a 30 year mortgage industry veteran. He helps mortgage lenders increase volume and serve more clients. Brian helps real estate companies increase their revenue and improve customer experiences by adding ancillary services. He co-wrote the book “Rethink Everything You Know About Being a Next Gen Loan Officer” to address how things are changing in the industry. 01:15 Meet Brian 03:00 A Need for a Coach 06:00 Role Evolution 08:45 Hungry for Information 10:00 Play the Long Game 13:00 Find the Magic Number 14:25 Think Outside the Box 16:20 Take More Action 17:45 Catalyst for Extra Effort 19:05 How to Find New Excitement 22:45 It All Comes Back to Conversations 24:45 Brian’s Top Tactic 26:40 There’s No Secret Sauce 30:00 Double Down CONNECT WITH BRIAN: Website | LinkedIn | Action Plan Community TAKE YOUR MORTGAGE CRM TO THE NEXT LEVEL WITH AIDIUM: https://thinkaidium.com/ If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW. And JOIN the M1A Text Community: 214-225-5696

In this episode, host Phil Treadwell welcomes Megan Anderson, VP of Client Relations at MBS Highway. Together they talk through different ways that AI’s powers can be used and that it is not as daunting as it seems. With Megan’s vast knowledge of the mortgage world, she shares her tips and tricks into using AI for business growth, content creation, and client relations. Tune into this episode to learn how to push the boundaries of AI to benefit a professional in all aspects of life.  Megan Anderson is a prominent leader in the mortgage industry. With a talent for public speaking, she has trained over 10,000 loan officers, making her a key voice in mortgage advising and market analysis. A Certified Mortgage Advisor, Megan specializes in AI training and market trend analysis, drawing on insights from her mentor, industry expert Barry Habib. She also hosts the podcast "On the Highway," where she interviews top achievers in the mortgage field. Known for her innovative training methods, Megan is dedicated to empowering professionals with the knowledge and tools to succeed in a competitive landscape.  01:35 Meet Megan Anderson 05:45 Where to Start with AI? 08:10 Your ChatGPT Assistant 10:40 Communicating with AI 14:35 AI is Not as Smart as it Seems 15:30 Ask and You Could Receive 17:00 Tokens for ChatGPT 18:30 AI and Your Business 20:45 Just Go Use It 23:00 Use AI’s Powers for Good 25:00 AI and the Creative Process 28:00 Megan’s Favorite AI Tools 30:40 Start with Curiosity CONNECT WITH MEGAN: Website | Instagram AMPLIFY YOUR CRM AUTOMATION WITH AIDIUM: https://thinkaidium.com/ If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW. And JOIN the M1A Text Community: 214-225-5696  

In this episode, host Phil Treadwell and guest Vince Nepolitan have a conversation about reframing mindset to get results and how anyone can rise to the top if they’re willing to put in the effort. Vince provides insight on the myths behind renovation loans, the importance of making connections, and how work is more than just a four-letter word. Don’t miss this talk on how breaking out of the sphere of comfort to learn something new can ultimately benefit businesses and professionals alike.  Vince is nationally recognized in the mortgage and real estate industry, known as "Mr. Renovation" with 24 years of experience. He currently serves as an industry coach, helping top professionals nationwide improve their business strategies, regardless of market conditions. Partnering with Keller Williams, he teaches agents how to effectively market difficult listings and enhance property appeal. Additionally, he advises mortgage companies on building and optimizing pipelines using niche financing strategies. A published author of the best-selling book Renovate Me, Vince has also been an inspirational speaker for a decade and a keynote speaker for major financial institutions and organizations like Keller Williams, NAMMBA, NAHREP, VLTA, ALTA and many more. 01:20 Meet Vince 02:35 The Power of Connections 04:55 The Rise of Mr. Renovation 11:30 Work is the Priority 15:25 Create Systems and Processes 16:40 Rate is Not the Most Important Thing 19:20 Job of a Coach 20:45 Why Renovation? 22:20 Get Educated on Renovation 26:00 The Myths of Renovation Loans 28:20 Renovate the Client Consult 30:40 Add Value to the Transaction 33:15 Turning a House into a Home 35:10 Go Learn Something New CONNECT WITH VINCE: Email | Website LEARN ABOUT CRM AUTOMATION WITH AIDIUM If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW. And JOIN the M1A Text Community: 214-225-5696

In this strategy-filled episode, host Phil Treadwell and guest Spencer Dusebout dive into the world of AI and CRM automation. Spencer, the CEO and Founder of Aidium Mortgage CRM, breaks down how the power of automation, along with AI, can strengthen engagement between business and client, help with time management, and improve lead conversions. In a technology-driven atmosphere, this episode shows why Aidium is one of the top CRMs in the industry with business integration, content creation, and data organization. Don’t miss this talk on how this platform can differentiate one professional from another and build better business results.  Spencer Dusebout is a serial entrepreneur obsessed with solving problems in underserved industries. At 16, Spencer co-founded Hands4Others, a non-profit that delivered clean drinking water to over 250,000 people in impoverished communities across the world. He has spent the past 5 years building Aidium, a robust mortgage CRM and Business Intelligence platform focused on leveraging automation, AI, and data analytics to transform the mortgage process and empower lenders. 00:20 - Meet Spencer 01:55 - How AI has Changed the Mortgage Industry 03:50 - Originators and AI 09:00 - Let Producers Create 11:50 - Don’t Use Compliance as an Excuse 13:50 - Data and Business Intelligence 18:30 - Understand Your Numbers 21:20 - The Perks of Aidium 23:30 - What is Automation? 25:10 - Engaging with Referral Partners 27:30 - Differentiate Yourself with Communication 30:30 - Don’t Let Perfect Be the Enemy of the Good 32:50 - Stress Test Your Business 34:30 - Aidium’s Playbook Learn More about Aidium: https://thinkaidium.com/ Connect with Spencer on LinkedIn LEARN MORE ABOUT M1 ACADEMY COACHING If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW. And JOIN the M1A Text Community: 214-225-5696  

In this valuable episode, host Phil Treadwell explores the art of personal branding on LinkedIn with expert Dan Smokoska. Dan shares his insights on how to effectively use LinkedIn to grow your professional presence, emphasizing the importance of focusing on your ideal client. He breaks down the strategies for creating impactful content, engaging authentically with your network, and leveraging the platform’s features to build a strong, recognizable brand and mortgage business. Whether you're just starting out or looking to refine your LinkedIn approach, this episode offers actionable tips to turn feedback into fuel for success and elevate your brand to new heights. Dan Smokoska is an expert in the mortgage industry, recognized as the leading LinkedIn and social selling coach. With a background as a former loan officer, he has earned accolades such as being named one of the "40 Under 40" top mortgage professionals. Dan is also the founder of the WinWeekly Newsletter and the co-author of Rethink Everything You Know About Being A Next Gen Loan Officer. Show Highlights: 00:25 - Meet Dan 02:10 - An Interesting Time in the Industry 04:45 - Social Media Selling IS Back to the Basics 07:30 - Building Trust on Social Media 11:30 - Giving it Away 13:30 - Why LinkedIn 18:00 - Failure is Part of the Recipe 24:30 - The Truth About LinkedIn 28:20 - Social Media is Social Proof 31:15 - Getting Results on LinkedIn 36:00 - Just Do the Work   Connect with Dan on LinkedIn LEARN MORE ABOUT M1 ACADEMY COACHING If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW. And JOIN the M1A Text Community: 214-225-5696

In this compelling episode, host Phil Treadwell engages in an inspiring conversation with Ace Charafeddine, a renowned motivational speaker and success coach. Ace shares his personal journey of overcoming obstacles and developing an unyielding drive to achieve his goals. The episode delves into the mindset and habits that fuel success, offering practical advice on staying motivated, setting and reaching ambitious targets, and harnessing inner strength during challenging times. Listeners will be inspired by Ace's story and equipped with actionable strategies to cultivate their own drive for success in the mortgage industry and beyond. Ace has spent over two decades mastering sales, transforming a startup into a global powerhouse, and later excelling in the financial sector. Beginning with pioneering business-to-business sales, he cultivated a culture of excellence, mentoring teams worldwide. Transitioning to finance, Ace became a top sales agent within a year, generating over 100 million in revenue and leading a Fortune 500 team. His structured approach to sales success is universal, applied globally through trainings and templates. Ace's impact extends through Acez Academy, offering virtual courses that serve as blueprints for success. His speaking engagements and collaborations consistently multiply revenues and enhance corporate cultures, demonstrating his transformative influence. Show Highlights: 00:20 - Meet Ace 01:10 - “Selling Naturally” 05:30 - Taking the Lead 10:00 - Being Uncommon 13:45 - What Drives Ace 17:20 - How Do You Build “Drive” 22:50 - Tactically Building a Business 28:15 - Consistent AND Persistent 29:40 - Ace’s Academy Sales Planner 2.0 30:30 - Pretend You Have to Close the Deal Without Talking About Mortgages https://acezacademy.com LEARN MORE ABOUT M1 ACADEMY COACHING If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW. And JOIN the M1A Text Community: 214-225-5696

In this insightful episode, host Phil Treadwell delves into the essential functions and impact of secondary market advisors in the mortgage industry. Joined by Vicki Cullen, a seasoned expert in the field, the discussion covers how secondary market advisors navigate complex financial landscapes, manage risk, and ensure liquidity in mortgage markets. Vicki shares her experiences and sheds light on the strategies that drive success in secondary markets, offering listeners valuable knowledge on the behind-the-scenes mechanisms that keep the industry thriving. This episode is a must-listen for anyone looking to understand the pivotal role these advisors play in the broader mortgage ecosystem. Vicki Cullen is currently a Sr Account Executive with Freddie Mac – Secondary Market Advisors (SMA). Responsible for managing all SMA relationships, and facilitate and support all SMA’s secondary marketing related business and technology activities, to promote doing business easier with Freddie Mac on behalf of our mutual clients. Vicki holds a BBA in Finance from the University of Wisconsin-Whitewater, and received an MBA Certified Mortgage Bankers designation in October 2022.  Vicki teaches for the MBA School of Mortgage Banking - Secondary Marketing, and resides in Jupiter FL with her husband and children. Show Highlights: 00:25 - Meet Vicki Cullen 01:15 - Secondary Marketing 03:00 - How an SMA Integrates in Your Process 05:55 - The Efficiencies of an SMA 08:45 - The Pros & Cons of DIY 12:25 - The Process of a Loan 16:50 - Different SMA’s for Different Needs 18:55 - Why SMA’s Are Crucial for Lenders & Mortgage Pros 23:25 - Becoming a Seller/Servicer 26:00 - Confidence in the SMA & Process 28:15 - Be Trustworthy, Be Smart, Build Trust Learn more about SMA’s: https://sf.freddiemac.com/working-with-us/secondary-market-advisors/integrated-secondary-market-advisors LEARN MORE ABOUT M1 ACADEMY COACHING If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW. And JOIN the M1A Text Community: 214-225-5696