Mortgage Marketing Expert cover image

Mortgage Marketing Expert

Latest episodes

undefined
Mar 5, 2025 • 41min

221 Stand Out and Lead with Richard Milligan

In this episode, Phil Treadwell sits down with Richard Milligan to explore the mindset and strategies that set top professionals apart. Richard highlights why people follow strong leaders, not just companies, and challenges listeners to take full advantage of the tools at their disposal. They also discuss the traits of the most valuable loan officers, the role of AI in the mortgage industry, and how to cut through the noise to stand out. Ultimately, Richard reminds us that your greatest value lies in who you are, not just what you do. Richard's leadership journey began with the challenge of recruiting a team with little training or resources. Determined to improve, he immersed himself in books, podcasts, and industry insights. After building over 20 teams in the mortgage industry, he felt a deeper calling to help others in similar situations. In 2017, he founded 4C Recruiting, a consulting firm dedicated to empowering recruiting leaders. A sought-after speaker, Richard has been featured in Scotsman Guide and, in 2022, published How to Dominate Recruiting in the Digital World. 00:20 Meet Richard 05:40 To be Dynamic You Must Evolve 11:00 Success Principles are Uniform 14:25 People Join Leaders, Not Companies 19:05 Go Use Your Logins 23:20 Most Valuable Loan Officer 28:50 Embrace AI 33:40 Don’t Drown in the Noise 38:35 Your Value is You Connect with Richard: LinkTree Join M1 Academy’s 60-day Breakthrough Blueprint! 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
undefined
Feb 26, 2025 • 42min

220 From Decline to Confidence with Todd Scrima

In this episode, host Phil Treadwell collaborates with Todd Scrima who shares his journey to success, highlighting the importance of hard work, continuous learning, and consistent effort. Todd stresses the value of connecting with the right people and that real growth comes from developing new skills. He encourages listeners to provide genuine value rather than just seeking help, as people pay for solutions, not problems. Balancing emotional and tactical approaches is essential, and Todd’s core message is clear: success comes from taking consistent, strategic action. Todd Scrima has built his career on helping people grow and achieve financial success. As the founder of one of the nation’s largest mortgage coaching programs, he has mentored over 600 loan officers to seven-figure earnings. He leads multiple companies, including Summit Funding, Jolt Mortgage Marketing, and The Mortgage Podcast, while also managing eight other businesses. An industry thought leader, Todd shares his expertise through his books Dare to Sell and The Loan Officer’s Roadmap to $1 Million. 00:20 Meet Todd 05:15 Go Out and Do the Work 07:30 No One Cares About the Past 10:10 Grow Your Skills 13:00 Call on the Right People 16:10 Building from the Bottom 18:00 Be Honest with Yourself 20:25 What are You Effective at? 24:35 Be Valuable, Not a Beggar 29:10 People Pay for Solutions 32:15 Opportunities are Out There 36:25 Phone Calls Work 38:05 Both Emotional and Tactical 39:05 Are You Taking Action? Connect with Todd Stuck on social media? Check out our 30 Day Instagram Posts resource! 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  
undefined
Feb 19, 2025 • 37min

219 Boost Your Brand Awareness with Justin Ulrich

In the episode, host Phil Treadwell meets with Justin Ulrich, VP of Marketing at Evocalize. Justin shares insights on effective marketing strategies and emphasizes the importance of investing in content that converts, engages audiences authentically, and feeds social media algorithms for better reach. The discussion covers the power of networking, building in public to foster trust, and leveraging AI tools like ChatGPT to enhance productivity. Don’t miss this episode for powerful strategies on marketing, networking, and using technology to elevate your business! Justin is a seasoned marketing leader known for his creative expertise and innovative go-to-market strategies. With experience across B2B and B2C industries like software, real estate, telecom, and more, he specializes in channel marketing, brand management, and demand generation. His strategic vision and execution drive transformative results. 00:20 Meet Justin 03:30 Marketing and Client Partners 07:30 Putting Money Where the Post Is 11:00 Give Business to Get Business 14:50 Engage Your Audience 17:45 Feed the Algorithm 21:25 Building in Public 24:30 People Work With People 25:45 Lean into the Platforms 27:55 Leverage Technology and AI 31:40 Benefits of ChatGPT 35:00 Don’t Wait, Just Start Follow Evocalize on LinkedIn | Facebook | Instagram | YouTube | TikTok Wanting to use Evocalize for your business? Click here! Stuck on social media? Check out our 30 Day Instagram Posts resource! 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    
undefined
Feb 12, 2025 • 19min

218 Look Forward, Take Action, and Win

In this episode, host Phil Treadwell dives into how the business world is evolving and why success comes to those who take action. Effort, mindset, and strategic thinking are key drivers of growth. Phil breaks down the difference between strategies and plans, emphasizing the power of confidence, conviction, and enthusiasm. Instead of dwelling on the past, focus on what’s ahead—educate yourself, embrace failure as a stepping stone, and recognize that opportunities are everywhere for those willing to go after them. 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. 00:20 Business Has Changed 02:00 Efforts Bring Success 04:00 Are You Taking Action? 05:15 Strategies vs. Plans 07:10 Mindset is Key 09:40 Conviction, Confidence, and Enthusiasm 11:30 Look Forward, Not Backward 13:15 Educate Yourself 14:00 Embrace Failure 17:00 Opportunity is Out There Join M1 Academy’s Breakthrough Blueprint! Stuck on social media? Check out our 30 Day Instagram Posts resource! 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  
undefined
Feb 5, 2025 • 46min

217 Beyond the Mic with Michael Sweigert

In this episode, host Phil Treadwell welcomes Michael Sweigert, mortgage professional and fellow podcast host. Michael shares insights on connecting with audiences, leveraging social proof, and using multiple engagement methods beyond just a website. The discussion debunks podcasting myths, emphasizing that social media and podcast success doesn’t require expensive gear—just a phone, a mic, and a willingness to start. Don’t miss this episode filled with tips and tricks to build your reputation from the screen to in-person! Starting out in lending at the ripe age of 24, Michael quickly earned the moniker of the Bearded Banker, becoming a customer favorite known for his expertise, transparency, and enjoyable sense of humor. Starting out in the mortgage industry completely on his own, he started using unconventional methods to develop referral partnerships - with one of those being his podcast.  00:20 Meet Michael 02:50 Going in Blind 05:30 From Transactional to Relationships 08:15 Changing Your Strategy 09:50 Connecting With Content 13:20 Think Like a Consumer 14:45 What is Your Social Proof? 18:40 It’s Not Just the Website 20:35 Build an Arsenal of Methods 22:20 The Myths of Podcasting 24:00 Only a Mic and a Camera 27:25 More Than Just a Podcast 30:10 Podcasting and Sphere of Influence 34:45 Your Phone is Enough 38:50 Podcast Success Stories 43:20 Just Do It Connect with Michael and his podcast! Instagram | Website Bluetooth microphone set 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
undefined
Jan 29, 2025 • 36min

216 The Marketing Blueprint: Social Media and CRMs with Jimi Ryan

In this episode, Phil is joined by fellow podcast host, Jimi Ryan. Phil and Jimi’s conversation highlights the strategic use of social media as a powerful tool for engagement, brand awareness, and customer relationship management. Jimi’s experience in different parts of the mortgage world brings great insight and strategies to make building one’s database smooth and simple. Don’t miss this episode filled with tactics and strategies to better your business! Jimi Ryan is the Chief Creative Officer at Shape Software, where he leads innovative design and creative strategies to drive the company's vision forward. Jimi is also the host of the popular podcast Get It Done, where he shares insights on productivity, leadership, and creative success, inspiring listeners to take action and achieve their goals. 00:20 Meet Jimi 01:25 A Lot of Effort, But Not a Waste 04:15 How Much is Attention Worth? 06:40 Leads Come From Conversations 08:00 Balance Trust and Attention 10:30 Social Media is Necessary 14:00 Be Relevant Enough So People Answer 16:50 41 ½ Second Sale Strategy 21:05 Winning with Shape  25:40 Lead Management vs. CRM 26:30 Prioritize Your List 28:00 Did All the Work, Now What? 31:00 The Three E’s 33:25 Own Your Database Connect with Jimi: Facebook | Instagram | 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
undefined
Jan 22, 2025 • 33min

215 From Goals to Growth: A Mindset of Focus

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  
undefined
Jan 15, 2025 • 19min

214 Behind the Jargon: What Clients Don’t Understand

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
undefined
Dec 3, 2024 • 41min

213 Unlocking Collateral Valuation Trends with Scott Reuter

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   
undefined
Oct 28, 2024 • 32min

212 Actionable Strategies with Brian Weis

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

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode