Mortgage Marketing Expert

Phil Treadwell
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May 3, 2019 • 26min

035 Dan Ellis

Dan Ellis is an author, digital marketing expert and business growth coach. He began his mortgage career as a LO in 1999 and by 2008 he and his branch helped over 3700 families and funded $953 million in loan volume. In 2009 Dan stepped away from the industry for 6 years to focus on his health and fight his worsening symptoms of multiple sclerosis. While away he developed an affinity for marketing online, a love of coaching and a unique perspective to assist the mortgage industry in the digital age. In 2017 Dan joined the team at Deryck Cheney Mortgage Coaching as the Director, Coach, and Trainer for Top Producing Mortgage Professionals. While with the organization Dan's clients funded over $2 billion in loan volume. In February of 2019 Dan launched Local Business Evolution, a paid for performance agency that coaches local business professionals how to grow their customer base without paid advertising. The company's products and coaching tactics are simply revolutionizing the way people view online marketing all across the country.
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Mar 29, 2019 • 38min

034 Christine Beckwith

Christine Beckwith is a 30-year veteran of the mortgage industry. She won awards and received accolades in mortgage sales originations as she moved up from a Loan Officer seat all the way to her Regional sales management roles, while consistently producing at the top 5%. For the past 18 years she has run mortgage companies at a senior and executive level. She has become a sought-after public speaker on the mortgage industry circuit, and also become a contributor and columnist to some of the mortgage industry's best publications. She has won numerous awards including Most Elite Women in Mortgage by MPA, Most Powerful Women in Banking by NMP, and 3x Most Connected Mortgage Professional. On November 1, 2018, Christine fully launched her Coaching company 20/20 Vision for Success Coaching & Consulting into the Mortgage finance and Real Estate world. When asked about future plans, she says in all seriousness with a huge smile, "I plan to go in and grab market share—again—from the boys who dominate this space in our field!"
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Mar 1, 2019 • 42min

033 Rene Rodriguez

Rene is a dynamic keynote speaker, leadership advisor, and world class sales expert. Rene has shared the stage with the likes of Tony Robbins, George W. Bush, Magic Johnson, Ken Blanchard, and Jeffery Gitomer. www.SeeReneSpeak.com Over the last 20 years his company has trained more than 100,000 people in applying behavioral psychology and neuro-leadership methodologies to solve some of the toughest challenges in leadership, sales and change. Rene's engaging speaking style, backed by his scientific approach, makes him a top rated speaker at every event. As an entrepreneur and CEO of multiple companies, Rene brings a practical business approach while inspiring his audiences to take action. Rene has been named to the 40 under 40 list for 7 years straight and has been a trusted adviser to leadership teams at Coca-Cola, Liz Claiborne, Medtronic, Nestle', Microsoft, Bank of America, and Cargill. He was featured on the Cover of the Niche Report Magazine and has authored dozens of magazine articles. A captivating, high-energy speaker, Rene is in high demand for annual events, conventions, and keynote speeches.
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Feb 22, 2019 • 41min

032 Phil Treadwell on The Agent Marketer Podcast

Mortgage Marketing Expert podcast host Phil Treadwell is a guest on the The Agent Marketer Podcast with Jason Frazier. In this episode Phil & Jason talk podcasting, marketing, Industry Syndicate, HousingWire, and the one tactic that mortgage and real estate professionals should focus on in 2019!
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Feb 15, 2019 • 47min

031 Travis Thom

Travis Thom, Founder of Elevated Real Estate Marketing: Travis started his Real Estate career at the age of 19 after attending the Academy of Art Institute in San Francisco and became the youngest Qualifying Broker and Brokerage Owner in the State of New Mexico, where he currently lives. From building psychographic campaigns, buyer personas, and building a deeper understanding of online consumer psychology, Travis helped his brokerage, Venture Realty Group, design larger-than-life marketing campaigns that generated demand and sparked desire. Fifteen years later he decided to take his skill set to an international level and made the decision to use his marketing skills in a new way by creating something that every agent could enjoy and profit from – Elevated Real Estate Marketing. Through coaching and agency services, Travis has quickly gained national recognition as one of the leading experts for Facebook Marketing in Real Estate. He speaks several times a year at national conferences about Lead Generation Strategies and currently sits on a consulting board for Facebook. Travis is the founder of the most recognized Facebook Marketing Agency in the real estate industry. He helps brokerages and agents effectively launch Facebook campaigns to increase exposure and acquire leads. His reputation continues to grow from his company's ability to deliver outstanding ROI vs. other online channels.
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Feb 1, 2019 • 35min

030 Chelsea Peitz

Chelsea Peitz is the National Director of Social Sales for Fidelity National Title Group and a nationally recognized real estate key note speaker who teaches camera first branding strategies. She is also the author of "Talking In Pictures" the only book about how camera first social platforms have changed the way we build a personal brand. Chelsea is national social selling coach for top title insurance sales executives nationwide, and has developed one of the only curriculums focused on social platforms. As a national speaker she shares how camera first social platforms and live video are critical to reaching modern customers, and how to communicate authentically and story-tell, not story-sell.
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Jan 25, 2019 • 30min

029 Jason Frazier

Jason Frazier is the founder and CEO of The Agent Marketer, CMO of Wise Agent, and co-founder of the Industry Syndicate Media Network. He is an award winning marketer and national speaker with more than 20 years of expertise in marketing, social media, technology startups and venture capital, holding various senior-level and C-Level positions. He has been blessed to work for and alongside the most talented innovators, disrupters, and visionaries of Silicon Valley, affectionately known as "The PayPal Mafia". Frazier was chosen as HousingWire's Young Rising Star in 2016, their Vanguard Award Winner in 2017, is now one of their featured authors and serves on both Tech100 and Content Advisory Boards. He was also honored as one of the Top 50 Connected Mortgage Professionals by National Mortgage Professionals Magazine and most recently named as a Top Mortgage Video Influencer.
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Jan 11, 2019 • 30min

028 Dustin Brohm

Dustin is the host of the Massive Agent Podcast and the Massive Agent Minute Alexa Flash Briefing. He is a talented marketer who happens to sell real estate. He's a Realtor in Salt Lake City with eXP Realty, and is also a national speaker and trainer on all things lead generation and real estate marketing. His coaching & training group, the Massive Agent Society, gives agents and LO's proven ads they need to generate leads quickly. He Co-Founded the Industry Syndicate, the real estate's first media network, and is also the founder of the Search Salt Lake team. He's spoken at Agent2021, Inman Connect, HousingWire's engage.marketing, and many other real estate conferences around the country. His work has been featured on Inman News, HousingWire, MGIC, RIS Media, The Agent Marketer, Realtor.org, and more.
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Jan 10, 2019 • 20min

027 NEXT Mortgage Conference – Molly Dowdy & Jeri Yoshida

Molly Dowdy & Jeri Yoshida are co-founders of NEXT Mortgage Conference, a two day tech-focused summit for women mortgage executes. A biannual event, NEXT is the mortgage industry's preferred gathering point for accomplished executives to meet, learn and exchange information. NEXT is comprised of informative talks, educational technology demos, an exhibit/meeting hub and plenty of networking opportunities, offering a comprehensive learning and networking experience in the comfortable surroundings of a boutique event.
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Dec 14, 2018 • 28min

026 Cindy Douglas

Cindy Douglas is an accomplished thirty-five year veteran of mortgage lending. Her professional career includes the founding of four companies, and she currently consults for mortgage companies and originators featured in the nation's top 200. She is a recognized national speaker and published author. Cindy is a published author for Mortgage Originator Magazine, Housing Matrix, Loan Officer Magazine, My Rate Alert, ACT extra and Front Runner Resources. "Conquering Shifts" written in conjunction with her partner Kathleen Heck is Cindy's first book.

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