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Mortgage Marketing Expert

Latest episodes

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Jul 26, 2024 • 32min

205 Investing In Yourself with LaDonna Lockard

In this dynamic episode, host Phil Treadwell sits down with LaDonna Lockard, the CEO of Maximum Acceleration, to explore her strategies for driving exceptional business growth. LaDonna shares her journey to the top, the power of relationships, and how the importance of in person events help create and strengthen those connections. Don’t miss the special offer to save on your ticket to Originator Connect this August in Las Vegas. Tune in to discover LaDonna's unique approach to achieving maximum acceleration in the mortgage industry and beyond. LaDonna has worked in and around the mortgage and real estate industries for 20 years. Dedicated to changing the perception of what LO's think of when they think of CE, LaDonna is bringing about a new generation in NMLS education. #maxclass 01:10 - Ladonna’s Mortgage Origin Story 04:30 - The Conversation Around Having Conversations 07:15 - Maximum Acceleration 09:15 - A Tactile Approach 13:10 - Originator Connect in Las Vegas 15:45 - Continuing Education Isn’t Just to Check a Box 22:10 - You Don’t Know What You Don’t Know 25:15 - We’re Selling Dreams 27:10 - M1 Academy 29:10 - Invest in Yourself 30:45 - Connect with LaDonna LaDonna: Instagram | Facebook | TikTok | LinkedIn Use code MMEVIP to get Originator Connect for FREE! https://www.originatorconnect.com/ https://www.maxclass.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
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Jul 16, 2024 • 37min

204 Showcasing the Value of Homebot with Tucker Haas

In this informative episode, host Phil Treadwell welcomes Tucker Haas to discuss the impact of Homebot on the mortgage industry. Tucker, the CEO and Founder of Quo Finance, now the Lead Engineer at Homebot, shares insights into how this innovative tool enhances client engagement, empowers homeowners with valuable financial information, and ultimately drives business growth for mortgage professionals. From improving client retention to uncovering new opportunities, this episode delves into the many ways Homebot is reshaping the mortgage landscape. Don't miss this deep dive into a game-changing technology that is helping professionals showcase their value and stay ahead in a competitive market. Tucker Haas is the VP of Engineering at Homebot, leading all development of the Homebot platform. Prior to Homebot, Tucker was the co-founder of Quo, a mobile app and technology-first mortgage brokerage for first time home buyers, which was acquired by Homebot in 2023 after raising $9.8M in venture capital. He has been building software since he was 8 years old, ranging from mobile apps to medical devices, with a focus on enabling access to new technologies. Tucker holds a bachelor’s degree in computer science from Stanford University where he was a varsity gymnast. He currently lives in San Francisco, California, where he enjoys rock climbing, reading, and coding in his free time. 00:30 - Meet Tucker Haas 01:20 - Tucker’s Entry to Financial Services 03:45 - Phil’s First Look at Homebot 04:50 - Giving You Access to The Best Information 08:00 - Homebot’s Lead Gen Solutions 10:45 - Real Estate is Not a Single Player Game 14:00 - How Homebot is Integrating AI 16:40 - Adding Value to the Clients 20:00 - How Homebot is Educating About Affordability 22:40 - Have More Conversations with People 25:50 - Some of Tucker’s Favorite Homebot Features 28:10 - Where Does the Value Come From? 30:00 - Using Trended Data 32:20 - A Personal Recommendation 33:50 -  Leverage Your Database 36:05 - Connect with Homebot and Tucker Use Promo Code "MME" at https://homebot.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
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Jul 9, 2024 • 41min

203 Amplifying Relationships with Ryan Hills

In this engaging episode, host Phil Treadwell chats with Ryan Hills about his unique journey from ministry to mortgage and delves into the importance of building and nurturing relationships. He emphasizes the significance of taking action now to achieve success cuts through the cliche of “motivation” to highlight the necessity of discipline to overcome periods of adversity. Listeners will gain insights into his marketing formula  and unconventional strategies. Tune in for an inspiring and informative conversation. The RESource, led by Ryan Hills, RC, and Eric Yokley, has been a prominent figure in the real estate and mortgage industry for almost 15 years. Known for their engaging weekly videos, they have garnered a loyal following across the nation, featured on platforms like the National Real Estate Post and Think Big Work Small. Beyond entertainment, their influence extends into serious industry collaboration with leaders such as Mortgage Coach and Keller Williams International. What sets them apart is their unique blend of education, motivation, and humor, making their shows both insightful and entertaining. For anyone seeking an engaging and enlightening experience in real estate and mortgage, The RESource promises to deliver inspiration and entertainment in equal measure. 00:25 - Meet Ryan Hills 02:15 - From Ministry to Mortgage 07:45 - Amplifying Your Relationships 11:45 - What Are You Doing NOW to Win? 13:25 - 945 Days of Adversity 17:05 - Motivation vs. Discipline 24:00 - Stay Committed to the Strategy 25:20 - Systems and Processes 31:00 - The Marketing Formula 36:40 - Left Field Strategies 39:45 - There’s a Million Ways to Make a Million Bucks Connect with Ryan: Movement.com | 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
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Jul 2, 2024 • 31min

202 Creating a New Culture for Lending with Shane Miller

In this insightful episode, Phil Treadwell sits down with Co-Founder of New Story Lending, Shane Miller to explore his hardscrabble background and the passionate leadership he and his Co-Founder Juan Rodas bring to the mortgage industry. Don’t miss this inspiring episode and if you missed it, catch episode 201 where we talk with Shane’s Co-Founder, Juan Rodas! As Co-CEO, Shane's focus is on growing New Story's nationwide footprint, affordable housing initiatives, and breaking barriers in the mortgage industry to deliver unrivaled service to his employees, customers, and the communities they serve. 01:10 - The Best Trash Talking 03:30 - Shane’s Origin Story 07:05 - A Legacy of Work Ethic 10:30 - Keep Your Fundamental Disciplines 12:50 - Mission, Vision and Purpose Driven 15:00 - Finding Your Niche 19:25 - Leaning on Company Culture 22:15 - It Takes a Team 27:20 - Resolve 29:45 - Connect with Shane & New Story: NewStoryLending.com | @jshanemiller   LEARN MORE ABOUT M1 ACADEMY COACHING If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and JOIN our text group: 214-225-5696
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Jun 25, 2024 • 40min

201 Building a New Story For Mortgage with Juan Rodas

In this insightful episode, Phil Treadwell sits down with Co-Founder of New Story Lending, Juan Rodas to explore his mortgage career and the innovative approach to the mortgage industry that is writing a new story for their clients and the industry at large. Don’t miss this inspiring episode or the next as we talk with Juan’s Co-Founder, Shane Miller! 00:25 - Meet Juan Rodas 01:40 - Juan’s Mortgage Journey 04:30 - A New Story 06:00 - It’s Not How Long You’ve Been in the Business 08:30 - Don’t Be Afraid to Fail 12:25 - Opportunities in Every Market 15:50 - Juan’s New Story 22:05 - Building a More Relevant Mortgage Industry 28:35 - Incentivizing Affordability 36:15 - Do It Old-School 38:35 - Connect with Juan & New Story: NewStoryLending.com | @thejuanrodas LEARN MORE ABOUT M1 ACADEMY COACHING If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and JOIN our text group: 214-225-5696
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Jun 14, 2024 • 1h 7min

200 Going All In While Going All Out with Mark Perkins

In this milestone 200th episode of Mortgage Marketing Expert, host Phil Treadwell celebrates by giving you a peek at his new podcast, "Business of Success," with a compelling interview featuring Mark Perkins, the founder and CEO of Pivot Realty. This episode delves into Mark's dynamic approach to real estate, exploring his journey from starting Pivot Realty to becoming a leader in the industry. Mark shares valuable insights on entrepreneurship, strategic growth, and the mindset required to achieve success while balancing life's demands. Don't miss this special episode that offers inspiration for anyone looking to excel in their field. Episode Breakdown: 00:20 - The Business of Success 05:50 - How Mark Perkins Defines Success 09:25 - Where Fulfillment Fits In 11:30 - A “Why” is Important 13:40 - Success is Hard 16:45 - Commit to Your Outcome When You Start 17:50 - Life Doesn’t Go to Plan 20:30 - Entrepreneurship Advice 24:15 - Intraperneurs 26:20 - Going All In, While Going All Out 28:35 - What the Uncommon Have in Common 33:30 - Can Greatness Be Taught 37:05 - You Win or Your Learn 41:20 - The Role of Failure 46:05 - No Regrets 49:25 - Would You Have Done It the Same Way? 51:45 - How Mark’s Why Evolved 54:05 - Do the Work 60:05 - Believe in the Outcome 62:50 - Care About Other People More than Yourself Connect with Mark Perkins: Instagram | Necessary Entreprenuer Podcast LEARN MORE ABOUT M1 ACADEMY COACHING If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and JOIN our text group: 214-225-5696
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Jun 7, 2024 • 43min

199 Professionally She with Nicole Giamundo

In this episode, host Phil Treadwell sits down with Nicole Giamundo to discuss her inspiring career journey and deep passion for the mortgage industry. Nicole shares insights from her professional experiences and announces an exciting new venture: Professionally She, a dedicated support group and community for women in the mortgage industry and beyond! Join us as we explore Nicole's vision for empowering women, fostering professional growth, and creating a supportive network for female professionals. Don't miss this conversation filled with valuable advice and inspiring stories. Episode Breakdown: 00:25 - Meet Nicole 01:35 - A Calculator Kid 03:40 - Nicole Finds Mortgage 05:00 - Making the Numbers Easier to Understand 07:10 - When Phil Met Nicole 11:35 - ProfessionallyShe 14:05 - Why Women Make Better Loan Officers 15:15 - What to Expect 17:10 - We’re a Bitch Free Zone 19:20 - A Community for Women Like Me 21:40 - We’ve All Been There 23:30 - TikTok Famous 31:40 - The Bottom Line Effect 35:55 - Ignore the Trolls 41:25 - Connect With Nicole - @nicolegiamundo 42:10 - Just Keep Swimming Join Professionally She FREE M1 ACADEMY WORKSHOP REGISTRATION LEARN MORE ABOUT M1 ACADEMY COACHING If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and JOIN our text group: 214-225-5696  
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May 15, 2024 • 27min

198 Brand Chooses You with Phil Treadwell

In this episode, MME host Phil Treadwell talks about the difference with Marketing & Brand, how increase your lead generation and lead conversion numbers, as well as using Motivation & Drive to make progress in today's market environment. He also talks about how to balance your outbound lead gen activities, with attraction marketing efforts, all while continuing to build your personal brand and network.  Episode Breakdown: 00:20 – Intro 01:00 – FREE workshop invite 03:31 – We choose marketing, brand chooses us 05:59 – You can’t have a relationship with a company 08:18 – Personal Brand vs. Company Brand 10:21 – People pay for solutions to their problems 13:50 – Increase referrals with social proof 15:57 – You must be RELEVANT 16:29 – Adding Lead Gen to Attraction Marketing 18:30 – Your Net Worth is tied to your Network 22:07 – Motivation vs. Drive 25:05 – Change your perspective about circumstances FREE M1 ACADEMY WORKSHOP REGISTRATION LEARN MORE ABOUT M1 ACADEMY COACHING If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and JOIN our text group: 214-225-5696
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Apr 23, 2024 • 1h 8min

197 What the NAR Settlement Means to YOU

In this insightful episode of Mortgage Marketing Expert, host Phil Treadwell invites industry experts Marjorie Adam, Dustin Brohm, and Mark Perkins to examine the impacts of the NAR Lawsuit and the impending settlement on the mortgage and real estate sectors. The guests delve into the lawsuit's implications, providing a nuanced analysis of the potential changes and challenges that could reshape these industries. Drawing from their extensive experience, they offer valuable perspectives, dissecting the legal complexities and forecasting the likely effects on industry practices and market dynamics. This episode is a must-listen for professionals seeking to understand and navigate the evolving landscape of the mortgage and real estate industries.   00:25 - Meet Marjorie Adam 01:55 - NAR Lawsuit 05:30 - What the Lawsuit is NOT 07:25 - Is This Good For the Industry 14:20 - Who Falls Outside of this Settlement 15:45 - Are Buyers Agents Gone Now 21:55 - Where is the $ Coming From For Settlement 26:30 - One Tip For Mortgage Pros to Help Realtor Partners 27:45 - Connect with Marjorie 29:25 - Dustin Brohm, The Massive Agent 31:45 - This is NOT a Speed Bump for the Industry 35:00 - Buyer’s Compensation 38:55 - Educating the Agents & Consumers 39:55 - Strengthening Relationships Between Mortgage Pros and Agents 45:35 - Make Sure You Have it RIGHT 47:30 - Connect with Dustin 48:00 - Mark Perkins 49:10 - What Will This Lawsuit Do to the Industry 54:10 - How Real Estate Culture Is Going to Change 57:10 - Loan Officers Need to Level Up Too 01:00:30 - How Do You Teach Greatness 01:05:00 - It’s Okay To Not Be Great, But… 01:06:40 - Connect with Mark   Connect with Marjorie: @themarjorieadamteamrealtors MarjorieAdamTeam.com Real Estate Unscripted Podcast   Connect with Dustin: Massive Agent Podcast @massiveagent   Connect with Mark: The Necessary Entrepreneur @markperkinsprg   LEARN MORE ABOUT M1 ACADEMY COACHING If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and JOIN our text group: 214-225-5696
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Apr 10, 2024 • 39min

196 Facts Over Feelings with Craig Davis

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 If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and JOIN our text group: 214-225-5696

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