

Mortgage Marketing Expert
Phil Treadwell
Sought-after industry experts share first-hand experience & advice to help real estate & mortgage professionals build more modern and relevant business. MME podcast is hosted by Phil Treadwell.
Episodes
Mentioned books

May 12, 2022 • 37min
136 Target Audience Engagement with Taylor Ellard
In this episode, I have a conversation with a new friend Taylor Ellard, and we have a conversation about easy ways to create & repurpose content in short time blocks, how to create conversations & attention with engagement, using certain social platforms to find your target audience. Taylor is the National Business Development Specialist & host of the Lending Forward Podcast at Atlantic Bay Mortgage Group. She has spent the last seven years in the lending industry growing mortgage bankers and their business, finding growth from social and digital media strategies, to enhance the relationships with their agents. She's focused on the power of relationships, connection and engagement. Taylor launched the Lending Forward podcast as weekly podcast bringing raw stories from real people in of the mortgage industry. She covers what's next in lending, forward-thinking and reflecting on lessons learned from Mortgage Bankers, Realtors, Financial Advisors, Coaches and more! Check out her podcast Instagram @lending_forward & listen on any major podcast platform. 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!

Apr 29, 2022 • 39min
135 Fulfillment InDesign with Roland Cochrun
Roland Cochrun is an entrepreneur, coach, and hosts a live event for mortgage professionals who are bored with their current life and want to become excited again by doing work that matters. Roland has built businesses, sold businesses, retired young, and traveled the world. Despite his financial success, he always felt like his life wasn't good enough. He tried books, conferences, coaches, and even therapists. Even though things got better, it wasn't enough for him to just feel happy with who he had become. Roland learned that his desire for more, which is in all of us, is part of our design. A design that motivates us to keep searching for more success, more connection, more freedom, and more impact. It isn't a goal or a place, it's a way of being fulfilled. Through this journey he created the InDesign system. CHECK OUT the Branding Webinar replay: rolandcochrun.com/brandclass/replay 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!

Apr 13, 2022 • 35min
134 Digital Evolution with Srijana Giri
In this episode I have conversation with Srijana Giri, and we talk about the digital evolution of income and asset verification tools, ways data can expand access to credit for borrowers, and how to be more productive & profitable leveraging technology. Srijana Giri is a Senior Director of Risk Analytics on the Credit Innovation and Analytics team at Freddie Mac's Single-Family Risk Management division. She is responsible for driving innovation activities that support Freddie Mac's Automated Underwriting Risk Assessment, Loan Product Advisor® (LPASM) and Asset and Income Modeler (AIM) tools with partners and clients. Srijana has over 15 years of experience in the mortgage and housing industry, and has an MBA and undergraduate in computer science. Prior to Freddie Mac, she held positions implementing software solutions in the healthcare, education and mortgage. Learn more: www.FreddieMac.com Follow on Twitter: @FreddieMac 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!

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!

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!

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!

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!

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!

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!

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!


