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Mortgage Marketing Expert

Latest episodes

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Mar 30, 2022 • 35min

133 Becoming a Top LO with Casey Knowles

In this episode I talk with Casey Knowles. We chat about about what it takes to create a 7-figure income as a Loan Officer, how to get laser focused and stay highly productive throughout the day, and the importance of collaboration with people who have different strengths. Casey Knowles is Mortgage Broker at Ticket Mortgage and host of the ReloLO show on YouTube. Casey has started over multiple times over the last 2 decades. He's has proven that you can get into the top 1% in record time by following a proven model, which he recently did while filming the ReloLO Show. Casey ranked #4 as a broker in Colorado in the first fiscal year in a new state and then repeated his process on camera to document his ways. Connect with Casey on Instagram: instagram.com/reloloshow Connect with Casey on Facebook: facebook.com/casey.knowles.58 If you are enjoying the podcast, please take a second and LEAVE US A REVIEW and don't forget to connect with us on social media!
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Mar 23, 2022 • 42min

132 High Trust Selling with Todd Duncan

In this episode I talk with my good friend and mentor Todd Duncan. He and I talk about creating exponential growth by serving and valuing people, the shift from being a salesperson in business to being in business as a salesperson, and whether elite sales skills are gifts or skills that can be learned. According to CNN, Todd Duncan is “the Tony Robbins of the mortgage industry.” He is the world’s #1 authority on Sales Mastery, equipping people with strategies around growth, relationships, performance, business and life transformation. Todd built a successful real estate and mortgage business, before committing his life to help others do the same. An author of 17 books, and no stranger to the New York Times bestseller list, Todd helps people fall in love with their life by maximizing their efficiency, compensation, earning what they’re truly worth. Download the FREE High Trust playbook: toddduncan.com/hightrustinterview Order the NY Times best-seller "High Trust Selling": toddduncan.com/product/product_high-trust-selling Register for Sales Mastery: toddduncan.com/sales-mastery/ If you are enjoying the podcast, please take a second and LEAVE US A REVIEW and don't forget to connect with us on social media!
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Mar 17, 2022 • 45min

131 Be a Connector with Kelly Rogers

In this episode I talk with Kelly Rogers about the ways mortgage professionals can create opportunities in today's changing market, how to become a connector in the community to develop more relationships, and the importance of creating margin in life to invest in yourself, your family and your clients. Kelly Rogers is a Collaborator, Influencer, Visionary, and Strategist. She believes in embracing 'The CEO Mindset' in your business and life. She is intentional in sharing the strategies of success in a relational world. Kelly currently serves as Regional Leader for Movement Mortgage leads with the same passion that made her one of the top Loan Officers in the country. She is intent on serving alongside her teams, in making a significant impact in their lives, along with the people and communities they serve. Connect with Kelly: instagram.com/realkellyrogers If you are enjoying the podcast, please take a second and LEAVE US A REVIEW and don't forget to connect with us on social media!
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Mar 3, 2022 • 37min

130 Making Waves with Randell Gillespie

In this episode I sit down with Randell Gillespie, my boss at Thrive Mortgage, near the end of our Thrive 2022 Summit in Austin, TX last month. We talk about some of the issues that our industry is face with today, and how LO's, branches, and companies can set themselves apart in a crowded industry. We also break down the best ways to use automation and technology without replacing relationships or becoming too transactional. Randell Gillespie is the National Sales Manager for Thrive Mortgage, one of the most recognizable brands and innovative lenders of this modern era of mortgage lending. Randell has a wealth of experience and relationships from over 30 years in the business, and says it starts with his love of the mortgage business and still remembers his first client he helped get into their dream home. He is an inspirational leader and execution-focused strategic planner and strives to “pay it forward” from those who have invested in his career. After serving with distinction in the Marine Corps for 4 years, Randell served on his local City Council and ultimately joined the mortgage industry as a Loan Originator, where he earned Rookie of the Year. He was soon given the opportunity to run a branch and built it to the number one lender in the market. He was promoted through the ranks in Area, Regional and Divisional roles covering markets all throughout the US. His most prized recognitions have come from notes from teammates that share appreciation for developing them into stronger professionals and inspiring them to greater performance. He is a grateful husband and father of 9 children who have gone into ministry, medicine and music education. Connect with Randell here: linkedin.com/in/randellgillespie & learn more about Thrive Mortgage here: thrivemortgage.com If you are enjoying the podcast, please take a second and LEAVE US A REVIEW and don't forget to connect with us on social media!
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Feb 11, 2022 • 1h 13min

129 Rates, Crypto and Housing with Dan Habib

In this episode Dan Habib breaks down the financial & housing markets in one of the most informative MME podcast episodes. We talk about what the Fed is doing to control inflation and how their actions affect mortgage interest rates; the housing supply & consumer demand outlook for 2022; and how to understand & capitalize on cryptocurrency, blockchain, and NFT's right now. Dan Habib is the Executive Vice President & one of the founders of MBS Highway, and has 18 years of experience in the mortgage industry. He was recently named one of the "40 Most Influential Mortgage Professionals Under 40" in the US by National Mortgage Professional Magazine, and has been presented with HousingWire’s “Rising Star” award, which acknowledges young leaders in the housing industry. Dan previously worked at Mortgage Market Guide where he created & managed the sales team, and worked at Morgan Stanley as a Financial Advisor where he was a member of the #1 ranked Barron’s financial advisory team in NJ. Dan has been a student of technical analysis over his entire career and has a passion for the Crypto and DeFi space. He recently created a company called CryptoCharged, designed to educate investors on the Crypto Markets to make better informed investment decisions. MME podcast listeners can get 50% OFF at www.cryptocharged.com by using the promo code: MME If you are enjoying the podcast, please take a second and LEAVE US A REVIEW and don't forget to connect with us on social media!
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Jan 20, 2022 • 33min

128 Content Messaging with Chad Earnest

In this episode I talk with a new friend, Chad Earnest. We talk about how the industry has changed, as well as successful origination habits using today's technology, finding specific & effective value propositions, and content practices that keep people's attention. Chad Earnest is a 15-year experienced mortgage professional as an originator, branch manager, area manager and regional. He currently serves as VP of Production at Synergy One Lending. He is a video guru that hosts video content on earnestmoney.com. Learn more about Chad Earnest and connect with him on social media: Facebook: www.facebook.com/chadearnest.money LinkedIn: www.linkedin.com/in/chadearnestmoney/ Instagram: www.instagram.com/_earnestmoney/ If you are enjoying the podcast, please take a second and LEAVE US A REVIEW and don't forget to connect with us on social media!
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Dec 13, 2021 • 36min

127 Embrace Change with Kevin Kauffman

In this episode I talk with Kevin Kauffman from Freddie Mac Single Family. We chat about a lot of topics related to the industry and how things have changed, including: the future of automated valuations for collateral, whether or not we're headed towards another housing bubble, and how changes in technology can create efficiency. Kevin Kauffman is the Vice President of Client & Partner Delivery at Freddie Mac Single-Family division. He and his team oversee Freddie Mac’s client and partner engagement strategy, including the optimization of Freddie Mac’s business capabilities throughout the mortgage ecosystem. His responsibilities also include collaborating with sellers to help them best integrate and adopt Freddie Mac products and services and overseeing the distribution of Freddie Mac products and services through partner providers. Kevin’s career has spanned more than 20 years in both mortgage operations and technology. He gained a deep understanding of the loan manufacturing process in the primary mortgage market and combined his experience with building and marketing cutting edge end-to-end mortgage technology. His previous work experience includes various leadership roles with Citi, Chase, FIS, and Fannie Mae. If you are enjoying the podcast, please take a second and LEAVE US A REVIEW and don't forget to connect with us on social media! MME is a founding member of the Industry Syndicate Podcast Network!
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Dec 8, 2021 • 26min

126 Audience Engagement with Kyle Draper

In this episode I team up with my good friend and social media guru, Coach Kyle Draper, as we participate in Pod-a-Palooza to support the non-profit S.O.M.E. (So Others Might Eat). While helping spread awareness and raise money for the charity, we cover a lot of topics relevant to mortgage and real estate professionals, including: becoming more attractive on social by focusing on leadership over sales, how engagement trumps the ROI of content, and navigating what to post by viewing it through the "coffee filter". Kyle Draper's mission in life is to leave people better than he finds them by helping Realtors and Lenders discover and leverage their personal stories and experiences to attract people and build their business. He prides himself on not just teaching about social media, but empowering people to see themselves differently and recognize that we are all doing better than we give ourselves credit for.  Kyle is a former youth pastor, turned roofer, turned entrepreneur, now social media expert. He is also a certified speaker, teacher, and coach with the John Maxwell Team.  He is passionate about Jesus, his wife (Lana), and his children (Harrison & Everly). Learn more about Kyle Draper by going to: www.kyledraper.com/  If you are enjoying the podcast, please take a second and LEAVE US A REVIEW and don't forget to connect with us on social media! MME is a founding member of the Industry Syndicate Podcast Network!
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Nov 23, 2021 • 49min

125 Professional Purpose with James Duncan

In this episode I finally have my good friend, and Thrive colleague, James Duncan on the podcast. We cover a lot of topics relevant to mortgage and real estate professionals, specifically: the importance of having a fresh perspective in the industry over the next few years, techniques to expand borrower rate questions into broader conversations about meeting their needs, and how to create content that is more relevant to consumers by showing them benefits and not just features. James Duncan is the Director of Marketing & Engagement at Thrive Mortgage and a long-time veteran of the Real Estate industry. He got his start working for a custom home builder in 2004 in Central Texas. During that time, James also earned his Realtor’s license and worked with homeowners, investors, and builders all over the Austin area. In 2012, he transitioned to the Mortgage industry. Leaning heavily on his experience as a former High School Teacher, James quickly advanced through the ranks as a Trainer, Coach, and Curriculum Developer for Thrive Mortgage. In addition to teaching and curriculum development, his expertise in leading Sales & Marketing initiatives led to his appointment as the head of all Marketing Operations for Thrive in August of 2018. Since that time, the Marketing Division at Thrive Mortgage, as well as the company itself, has seen incredible growth and brand recognition becoming known as one of the most innovative, forward-thinking, and resourceful departments in the industry. James is husband to a rock star Cardiac Cath Lab Nurse (Dalawna), father to two teenage boys (pray for him), and a proud graduate of Baylor University. Learn more about James Duncan by going to: mortgage-teacher.com If you are enjoying the podcast, please take a second and LEAVE US A REVIEW and don't forget to connect with us on social media! MME is a founding member of the Industry Syndicate Podcast Network!
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Nov 15, 2021 • 59min

124 Real Estate Trends with Brokers and Booze

In this episode I catch up with my good friends from the Brokers and Booze Podcast: Bill Yates, Chris Ward, and Nick Sowers. We talk about the number one way to build wealth for the majority of Americans,  how to organically start a podcast and create content, and ways to invest in the current real estate market like an investor. Bill Yates, "The Professional", is the Broker-in-Charge of Sands Realty and the Property Manager-in-Charge of Sands Resort, which includes leading sales, managing rental properties, and operating a full-service real estate company.  He graduated from Eastern Michigan University in 2008 and started his own real estate brokerage in 2015, Sands Realty, LLC. He participates in many local charities and enjoys water sports, snow skiing, and playing music in his free time. Chris Ward, "The Producer", continues to recruit and strengthen real estate agents in both South Carolina and North Carolina after graduating from Coastal Carolina University in 2003 and opening a real estate sales division off his father's small rental company in North Myrtle Beach and expanding the rental and sales divisions into their respective successful companies. His entrepreneurial pursuits including reaching into the fitness, insurance, and software development industries. Nicholas Sowers, "The Provocateur", is a key partner or leader of various businesses in the fields of real estate, insurance, and fitness. He graduated from Shepherd University with a degree in Accounting & Economics and earned a Graduate Banking degree from Louisiana State University. His leadership has helped build some of the most respected companies in the Myrtle Beach area and beyond.  Nick enjoys working with business owners to improve their companies through innovative growth and marketing strategies, as well as sharing his knowledge through speaking and panel discussions. Learn more about Bill, Chris, Nick and check out the Brokers and Booze podcast: brokersandboozepodcast.com If you are enjoying the podcast, please take a second and LEAVE US A REVIEW and don't forget to connect with us on social media! MME is a founding member of the Industry Syndicate Podcast Network!

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