Mortgage Marketing Expert

Phil Treadwell
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Mar 4, 2021 • 43min

105 Client Expectations with Steve Castaneda

In this episode I have a conversation with Steve Castaneda and we talk about what mortgage & real estate pros can learn from tools in other industries, what kind of expectations clients have during the process, and how practice and preparation can maximize results. Steve Castaneda has been in the real estate and mortgage industry since 2004, closing $60M in volume in 2020 with just a single assistant. He has always built tools to improve efficiency and attributes his much of that to his latest project, Mortly. Mortly is a tool that helps loan offers generate mortgage quotes in 30 seconds or less. Mortly features built-in public county records for property research, one-click mortgage insurance rates, and refinance comparisons to quickly generate easy-to-explain mortgage scenarios for customers. Check out the website: www.mortly.com Take 5 minutes to explore MGIC's Loan Officer Hub: bit.ly/2NNgGKA ALSO, to get updates about the MME podcast, marketing tips, and to TEXT with me directly, shoot a message to: 214-225-5696! If you are enjoying the podcast, please take a second and LEAVE US A REVIEW! MME is a founding member of the Industry Syndicate Podcast Network - check out the entire line-up on our website
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Feb 23, 2021 • 47min

104 Perspective & Priorities with Matthew Cox

This episode is a unique conversation that I get to have with former mortgage fraudster & current true crime writer, Matthew Cox. We discuss how he went from mortgage broker-owner to being convicted to almost a quarter of a century in prison! He shares details on how he was able perpetrate one of the largest mortgage frauds in history; his perspectives on life before, during and after prison; and what we should be prioritizing in our lives and businesses. Matthew Cox is a former mortgage broker & convicted fraudster. He falsified documents to make it appear that he owned properties, and then fraudulently obtained several mortgages on them for 5-6 times their actual worth. He acquired millions of dollars during his crime spree across the southern and southwestern US, eventually landing him on the United States Secret Service's Most Wanted list. Matthew was arrested on November 16, 2006, indicted on 42 counts of fraud, and was sentenced to 26 years in prison. His sentence was later reduced to 15 years, and has was released in July 2019 after 12.5 years. His story has been featured on Dateline NBC, CNBC's American Greed, as well as in Fortune magazine, Bloomberg, Businessweek, Playboy magazine, and many other media outlets. Matthew is currently a painter and true crime writer, and he wrote a personal memoir titled "Shark in the Housing Pool" and sever other true crime books currently available on Amazon. Check out his titles on Amazon here: amzn.to/37kmiGl ALSO, to get updates about the MME podcast, marketing tips, and to TEXT with me directly, shoot a message to: 214-225-5696! If you are enjoying the podcast, please take a second and LEAVE US A REVIEW! MME is a founding member of the Industry Syndicate Podcast Network - check out the entire line-up on our website!
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Feb 18, 2021 • 34min

103 Building Wealth with Jackson Millan

In this episode I chat with a new friend from Australia, that I recently met on Clubhouse, Jackson Millian. We chat about how Clubhouse is changing the social media landscape; the importance of shifting focus from vanity metrics to long-term relationships when using social media to build your business; and creating a benchmark of earning $400,000, 4 days/week, 44 weeks/year, and building fast-tracking your way to $4 million in net worth! Jackson Millan, The Wealth Mentor, has spent the last 14 years helping service businesses understand the language of money and manufacture financial freedom for themselves and their families. He has successfully helped over 1,000 clients build in excess of $1.2 billion in combined wealth and has scaled multiple 7-figure businesses. He is a master of helping business owners make money work for them and turn their business profit into personal wealth. Check out his free resources: shor.by/TheWealthMentor ALSO, to get updates about the MME podcast, marketing tips, and to TEXT with me directly, shoot a message to: 214-225-5696! If you are enjoying the podcast, please take a second and LEAVE US A REVIEW! MME is a founding member of the Industry Syndicate Podcast Network - check out the entire line-up on our website!
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Feb 15, 2021 • 39min

102 Market Greed & Optimism with Dan Rawitch

In today's episode I have a super interesting conversation with Dan Rawitch about what he sees coming for the housing market and the broader economy. He shares why housing will stay strong in 2021, as well as his thoughts on other parts of the financial markets. He also gives his advice on how industry professionals should use and leverage some of the income that has been created from the huge wave from 2020. Dan Rawitch is the Founder & Senior Trader for Option Addicts and University of Options. He began originating in 1978 as a Sophomore in College, and started as a Bond Trader for Bear Stearns in the 80's. He founded Data Fax, which was the 4th largest mortgage credit reporting firm in the nation before he sold to TransUnion. He was also the Founder of RPM Mortgage with sold to Finet Holdings, and host of RateWatch since 2008. Check out his program: universityofoptions.com ALSO, to get updates about the MME podcast, marketing tips, and to TEXT with me directly, shoot a message to: 214-225-5696! If you are enjoying the podcast, please take a second and LEAVE US A REVIEW! MME is a founding member of the Industry Syndicate Podcast Network - check out the entire line-up on our website!
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Feb 9, 2021 • 30min

101 Customer Voice with Scott Harris

In this episode CEO Scott Harris shares details behind the recent SocialSurvey re-brand to Experience.com, and we dive deeper into why it's so important be in tune with the customer's voice throughout the sales process, not just at the end. He also spills details that 'haven't been shared on any other podcast' including the name the company almost went with, and the stories behind: the Experience.com domain acquisition and the newest additions of Brittany Hodak & Kristin Messerli. Originally founded as SocialSurvey in 2015, Experience.com has one of the best Experience Management Platforms (XMP) available anywhere, with features to drive operational and behavioral change, in real-time, during the moments that matter. XMP delivers impactful business outcomes including increased customer satisfaction, brand loyalty, online reputation and visibility, as well as improved employee engagement, and compliance - making every experience matter more. Learn more about the new Experience.com platform on their website, and follow them on Instagram: @experience_com ALSO, to get updates about the MME podcast, marketing tips, and to TEXT with me directly, shoot a message to: 214-225-5696! If you are enjoying the podcast, please take a second and LEAVE US A REVIEW! MME is a founding member of the Industry Syndicate Podcast Network - check out the entire line-up on our website!
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Feb 2, 2021 • 1h 57min

100 MME All Stars - Some of the most downloaded guests return!

I'm so excited to share episode 100 of the podcast! We are doing a compilation episode of 10 guests from some of our most downloaded and engaged episodes. We cover a variety of topics from social media to market conditions to 2021 to what to focus your business on in the wake of so many changes over the last year. Check out the guest list and their website & Instagram handles: Dustin Brohm: www.MassiveAgent.com & @massiveagent Leigh Brown: www.LeighBrown.com & @leighbrown Bill Hart: www.CoachBillHart.com & @coachbillhart Cindy Ertman: www.TheDefiningDifference.com & @cindyertman Steve Sims: www.SteveDSims.com & @stevedsims Chelsea Peitz: linktr.ee/Chelsea.Peitz & @chelsea.peitz Dave Savage: www.MortgageCoach.com & @dsavagemc Todd Duncan: www.ToddDuncan.com & @toddduncanofficial Rene' Rodriguez: www.AmplifiiMyLife.com & @seerenespeak Barry Habib: www.MBSHighway.com & @barrynj ALSO, to get updates about the MME podcast, marketing tips, and to TEXT with me directly, shoot a message to: 214-225-5696! If you are enjoying the podcast, please take a second and LEAVE US A REVIEW! MME is a founding member of the Industry Syndicate Podcast Network - check out the entire line-up on our website!
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Dec 31, 2020 • 39min

099 The Game Hasn't Changed with Alec Hanson

In this episode I have a fun conversation with my good buddy Alec Hanson. We get back to basics and talk about how each of us got started in the mortgage business, and how those messages apply to today. We also talk about how to kill it in 2021 and what trends are coming and how to capitalize on them. Alec Hanson is a contemporary leader within the Mortgage Industry. Constantly striving to improve, he began his career in origination in 2004 funding over $85M and was named Rookie of the Year by Scotsman's Guide. Every subsequent year Hanson landed on Scotsman's Top 200 Originator list finishing his best year at $185M. From there Hanson began coaching and growing a successful branch network in Orange County with his peak year in 2010 funding over $1B at the branch level. Hanson has received HousingWire's Rising Star award both in 2017 and 2019 and currently serves as Senior Vice President of Production for loanDepot for the Pacific Southwest Division overseeing approximately $4B in annual production. A dynamic coach and thought leader Hanson believes in leading and coaching within the trenches of the business, loves leading originators across the country, and is the author of loanDepot's Modern Lending Playbook. A strategic and tactical tool designed to equip, train, and evolve the traditional mortgage professionals skill sets into the modern era. Alec is also the author of, "Bypassed: A Modern Guide for Local Mortgage Pros Left Behind by the Digital Customer" which details a systemic approach to help Mortgage Professionals succeed in the digital world. Check him out on social: @thealechanson and his website: www.AlecHanson.com Join the MME Text Community: 214-225-5696 If you are enjoying the podcast, please take a second and LEAVE US A REVIEW. MME is a founding member of the Industry Syndicate Podcast Network - check out our entire line-up of podcasts at IndustrySyndicate.com.
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Dec 16, 2020 • 45min

098 Expectations for 2021 with Dale Vermillion

In this episode I have a conversation with my great friend, and one of my favorite repeat guests, Dale Vemillion. We break down a lot that has happened over 2020, and talk about where mortgage professionals should be focusing in 2021. Dale and I also break down both high-level and tactical tips that will take your business to the next level! For nearly four decades, Dale Vermillion has dedicated his life to helping loan officers, sales managers, and lending executives reach new levels of success in their lives and careers. Having trained over 1,000,000 professionals and consulted over 500 organizations, Dale has compiled the best practices of top performers into award-winning sales, customer service, and leadership systems that have help organizations double—and in some cases triple—their numbers. Dale and his team have earned Excellence in Practice Awards from both the Association for Training Development and the Brandon Hall Group. They are the proud winners of a Better Business Torch Award and have been recognized by the National Association of Mortgage Brokers for their community service. Connect with Dale on LinkedIn and Facebook for quick tips on navigating today's market, and visit DaleVermillion.com to connect with his team about your training, consulting, or speaking needs. Also check out MPPH.org - Mortgage Professionals Providing Hope charity. 100% of proceeds go to those in need that they serve! Join the MME Text Community: 214-225-5696 If you are enjoying the podcast, please take a second and LEAVE US A REVIEW. MME is a founding member of the Industry Syndicate Podcast Network - check out our entire line-up of podcasts at IndustrySyndicate.com.
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Dec 10, 2020 • 37min

097 Preventing Fraud with Chris Sauerzopf

In today's episode I get to interview Chris Sauerzopf, creator of SafeWire. We talk about how fraudsters threaten mortgage & real estate transactions, as well as the ways that it can easily be prevented. We also discuss the best ways to leverage technology in your business and how to move forward in a post-COVID era. Chris is the co-founder and creator of SafeWire & co-owner of World Class Title. Chris has been in real estate since 2004 and has a degree in Industrial Design from the Columbus College of Art & Design. He has been a licensed real estate agent, notary, and is currently a licensed title agent, and this experience has provided him the insight to recognize the potential threat of real estate wire fraud SafeWire exists to ensure every real estate transaction is fraud free. Unlike other fraud prevention products, SafeWire begins at day 1 of the listing. It is the only product available that reaches across multiple segments of the transaction from real estate brokers to title agents. SafeWire & SafeWire Assurance guarantees proceeds up to $1Million. Learn more at: SafeWire.com Join the MME Text Community: 214-225-5696 If you are enjoying the podcast, please take a second and LEAVE US A REVIEW. MME is a founding member of the Industry Syndicate Podcast Network - check out our entire line-up of podcasts at IndustrySyndicate.com.
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Dec 2, 2020 • 49min

096 LinkedIn Strategy with Judi Fox

On today's episode I get to chat with the LinkedIn expert herself, Judi Fox! We talk about everything from Millennial trends and modern consumer behavior, to social media strategies on LinkedIn and Instagram/Facebook. We also walk through examples of how simply networking with other people, and then staying in touch with those contacts, creates some of the biggest opportunities in business. Judi Fox has generated over 5 million views on LinkedIn in the last 2 years, and is featured in Inc Magazine, CEO Magazine, VidSummit, Video Marketing World, People of Video, Top 100 Marketing Podcasts and more. With over 18 years of experience in business development and sales, Judi Fox developed the LinkedIn Business Accelerator Method. Clients are implementing this LinkedIn method to achieve more business and over 1 million content views in 90 days with press features in Forbes, BBC News, and Thrive Global. Follow #FoxRocks on social & visit her website: www.JudiFox.com. REGISTER for the "Automate Your Business for 2021" webinar: bit.ly/38w1cWD Join the MME Text Community: 214-225-5696 If you are enjoying the podcast, please take a second and LEAVE US A REVIEW. MME is a founding member of the Industry Syndicate Podcast Network - download the Industry Syndicate mobile app in Apple & Google app stores.

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