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Mortgage Marketing Expert

Latest episodes

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Feb 8, 2024 • 29min

193 Is Your Plan Good Enough: Building Momentum with Don and Gino

In this episode of Mortgage Marketing Executive, host Phil Treadwell invites the dynamic duo, Don and Gino, founders of DG Media Inc and the Momentum Builder annual event. The conversation revolves around this year's Momentum Builder event, focusing on the importance of identifying and addressing the right problems to ensure business growth. Don and Gino emphasize the transformative power of relationships in both personal and professional realms. Tune in to gain valuable insights from these industry pioneers and get a great deal to attend Momentum Builder 2024. 00:30 - 2 Weeks from Momentum Builder 2024 02:00 - How Don and Gino are Overcoming the Challenges of 2023 04:15 - No Fluff, All Tactics 05:20 - The Strategy that Got You Where You Are, Is Not the Strategy That Gets You To the Next Level 07:00 - Are You Solving the Right Problem? 08:20 - Tools AND Excitement to Implement Them 10:40 - The 3 Parts of Your Business You MUST Focus On 12:25 - Eliminate Fear 15:30 - Networking Can Change Lives 19:25 - It’s a Buffet 21:15 - It’s Not JUST About Your Business 22:30 - The Inside Deal on Momentum Builder 2024 24:35 - 2024 WILL Be Better, Will You Be Ready? 26:30 - Don & Gino’s Tips for Mortgage Professionals to Succeed in 2024 For OVER 50% OFF tickets to Momentum Builder send a DM to @philtreadwell 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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Jan 30, 2024 • 32min

192 Appraisal Trends in 2024 with Freddie Mac

In this episode Phil Treadwell is joined by industry expert Scott Reuter from Freddie Mac to explore the latest appraisal trends in 2024. With their combined expertise, they delve into the evolving landscape of property appraisals, discussing topics such as technological advancements in the appraisal process, the impact of appraisal bias, and the opportunities for new entrants to the appraisal field. This insightful conversation provides valuable insights for mortgage professionals looking to stay ahead in the rapidly evolving market we face. 02:00 - Market Conditions Adjustment 04:50 - An Opinion of Value 07:05 - Appraisal Bias 11:30 - Appraiser Diversity 16:45 - Different Valuation Options 22:30 - Emerging Technology 29:55 - Advice for Mortgage Pros Episode resources: Collateral Valuation and Appraisal Resources: https://sf.freddiemac.com/working-with-us/appraisers/overview Practical Guide for Objective Appraisals: https://sf.freddiemac.com/articles/insights/more-objective-appraisals-a-practical-guide-for-appraisers Appraiser Diversity Initiative (ADI): https://www.appraisalinstitute.org/the-appraisal-profession/appraiser-diversity-initiative/ Check out Freddie Mac's Equitably Speaking podcast 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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Jan 22, 2024 • 34min

191 Tactics Without Strategy is the Noise Before Defeat with Mike Hardy

In this enlightening episode of Mortgage Marketing Expert, host Phil Treadwell is joined by Mike Hardy. Together, they delve into the future of the mortgage industry, focusing on the opportunities that await in 2024 and 2025. The conversation begins with Phil and Mike exploring the evolving landscape of the mortgage industry. They discuss the potential changes and trends that could shape the industry in the coming years, and how these changes could open up new opportunities for mortgage professionals. The discussion is rich with practical advice and strategic insights, making it a must-listen for anyone looking to succeed in the mortgage industry. Whether you're a seasoned professional or a newcomer to the industry, this episode will equip you with the knowledge and strategies needed to seize the opportunities of tomorrow. Episode Breakdown: 02:15 - From Medicine to Mortgage 03:20 - The Gap Between Mortgage Officers and other Financial Professionals 05:20 - “You Cannot Give Away What You Do Not Have Yourself” 09:08 - How Will 2024 Look? 12:25 - The Silver Tsunami 15:30 - Success Principles 17:00 - Protecting YOU from YOU 18:00 - The Body, The Being, The Balance and the Business 19:20 - The Word of the Year is Intention 23:25 - Is The Action You’re Taking Working Towards Your Strategy 24:00 - Advice for the Weary 28:00 - You Have to Win in Your Mind FIRST 30:30 - Would You Do Business with You? Why? 33:15 - MikeHardyBio.com Check out Freddie Mac's Equitably Speaking podcast 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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Jan 11, 2024 • 28min

190 Getting What You Want is Simply a Decision with Phil Treadwell

In this episode, MME podcast host Phil Treadwell delves into the future of the mortgage industry, specifically focusing on strategies you can use to make this year your best yet. Phil emphasizes the importance of understanding and adapting to the changes in the market, rather than resisting them. The highlight of the episode is Phil's three-step marketing formula, a proven strategy he believes will be instrumental for loan officers in 2024. This episode is a must-listen for anyone in the mortgage industry, providing valuable insights and actionable strategies to stay ahead of the curve in 2024. 01:45 - Thou Shalt Not Fooleth Thyself 02:45 - Old School vs. New School 05:10 - You Can Only Get Better at Things You’re Actually Doing 08:00 - Activities, Not Goals 10:45 - I am a Product of My Habits 11:45 - Being Ready and ABLE to Help Others 14:05 - Social Media Strategies 20:00 - Phil’s 3 Step Marketing Formula  23:35 - Getting What You Want is Simply a Decision 24:00 - M1 Academy Performance Group Coaching Program Special 25:40 - Momentum Builder 2024 MomentumBuilder.com - use code M1ACADEMY or TREADWELL for $100 off. Check out Freddie Mac's Equitably Speaking podcast 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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Jan 3, 2024 • 39min

189 Your Life IS the Content with Tyler Hodgson

In this insightful episode of "Mortgage Marketing Expert," host Phil Treadwell welcomes guest Tyler Hodgson for a deep dive into the critical aspects of successful mortgage marketing. Hodgson shares his expertise on time management, emphasizing the importance of prioritization and efficiency for mortgage officers. He also unveils effective referral strategies that can significantly enhance client engagement and retention. One of the episode's highlights is Hodgson's exploration of using social media as a CRM tool, providing practical tips on how mortgage officers can leverage these platforms to build relationships, engage with clients, and ultimately drive business growth. This episode is a treasure trove of actionable advice for mortgage professionals looking to optimize their marketing efforts. 03:00 - What Should People Be Excited About in the Industry Right Now 05:30 - How Do You Maintain Growth Even In Challenging Times 08:15 - Leveraging Social Media as a CRM 11:55 - Tips for Time Management 14:45 - You Can’t Just Be a Poster 17:00 - Green Light, Yellow Light, Red Light Activities 19:00 - Recruiting Great Talent 23:30 - Do They Want it Badly? 24:30 - Scaling a Team 29:30 - Overlooking Our Past Client Database 34:15 - “Can you refer 3 buyers to your Real Estate Agent?” 37:55 - Connect with Tyler: Instagram | LinkedIn Find out more Truv.com here Check out Freddie Mac's Equitably Speaking podcast 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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Dec 22, 2023 • 42min

188 Now is the Time with Kevin Peranio

In this informative episode of Mortgage Marketing Expert, host Phil Treadwell invites guest Kevin Peranio to delve into the critical concept of market timing. As a seasoned industry expert, KP shares his insights on the common misconception of waiting for the "perfect" time to invest in real estate. They discuss how mortgage officers and realtors can effectively communicate to prospective investors and homebuyers that the ideal time to enter the real estate market was yesterday, highlighting the importance of taking action rather than waiting for the market conditions to align perfectly. The conversation pivots around the idea that the second best time to invest in real estate is always today. Phil and KP explore strategies for educating clients about the benefits of immediate action and the potential cost of inaction. They emphasize that the real estate market, like any other investment market, is bound to fluctuate, but the long-term benefits of home ownership and real estate investment remain substantial. This episode is a must-listen for anyone seeking to understand the dynamics of the real estate market and the role of timing in successful real estate investment. Episode Highlights: 04:00 - The State of the Industry 09:00 - Stay Forward Focused 11:30 - “Timing” the Market 14:45 - The Best Time Was Yesterday, The Second Best is TODAY 19:25 - The “Starter” Home 24:05 - Playing the Long Game 26:55 - You Can’t Be Invisible 31:15 - The Seven D’s 38:00 - Incremental Gains 40:00 - Connect with Kevin: LinkedIn | KP Talks Dollars and Sense | YHTV Financial Freedom Find out more Truv.com here Check out Freddie Mac's Equitably Speaking podcast 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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Dec 14, 2023 • 35min

187 Stop Selling & Start Connecting with Brianna Harris

In this episode of the Mortgage Marketing Podcast hosted by Phil Treadwell, special guest Brianna Harris shares her expertise in video and social media strategy. Together, they delve into the importance of building connections rather than solely focusing on sales for mortgage officers. With Brianna's insights, listeners gain valuable tips and strategies to enhance their online presence, create engaging content, and foster genuine connections with their audience. Tune in to discover how to transform your marketing approach and establish meaningful relationships within the mortgage industry. Brianna Harris is with Broadway Mortgage Group with is a Tennessee branch of CMS Mortgage, and social media expert with a background in content creation. A trailblazer in the mortgage industry, Brianna began her journey as a social media manager at AIME (Association of Independent Mortgage Experts). Leveraging her extensive marketing knowledge, Brianna has propelled her business to new heights, utilizing innovative strategies to expand her clientele and foster robust relationships with realtor partners. Episode Highlights: 03:00 - Brianna’s Mortgage Origin Story 05:45 - Brianna is ALL-In on Organic Content 07:50 - Magic in the Mundane 10:00 - Creating Value for Your Community 12:25 - Eliciting Engagement 13:30 - Posting Cadence for Success 14:55 - Incorporating AI Into Content Creation 20:15 - AI for Beginners 23:00 - How Brianna is Recording Her Videos 25:15 - What Brianna Focuses on Throughout the Day 27:25 - Attracting People Without an Agent Relationship 30:35 - What Social Media Platform Brings Brianna the Most Engagement 32:50 - Stop Selling Your Business, Make Connections 34:15 - Connect with Brianna & Broadway Mortgage Group Find out more Truv.com here Check out Freddie Mac's Equitably Speaking podcast 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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Dec 9, 2023 • 42min

186 Stacking Successes with Josh Mettle

In this episode of the Mortgage Marketing Expert podcast, host Phil Treadwell sits down with the accomplished Loan Officer and fellow Podcaster, Josh Mettle, to discuss the power of stacking successes. We dive into how Josh effectively utilizes time blocking and early mornings to fuel not only the growth of his business but also the success of his team. Tune in to discover valuable insights and strategies that can help you optimize your productivity and achieve your professional goals. Josh Mettle is the Division President & Director of Physician Lending at NEO Home Loans, and is a 20+ year veteran of the mortgage industry. Through trial and error, he's learned how to navigate the inevitable ups and downs of the business. With the mortgage industry historically very transactional and interest rate-focused, he gives advice and creates a strategy to select the ideal mortgage with the lowest overall cost and highest impact on wealth accumulation.  Episode highlights: 03:00 - What Do Originators Need to Be Focused on Right Now 05:00 - Master the Inner Game 10:00 - How Remaking the Routine Remade Josh 14:20 - Building Momentum For Your Day 19:45 - How Josh Time Blocks 23:55 - Getting Your Team to Buy In to the Strategy 27:40 - Finding Your Niche 33:50 - Success is Consistent and Persistent Effort Over Time 37:45 - “The Loan Officer With the Most Friends in 2024 is Going to Win” 40:50 - Connect with Josh: Instagram | Podcast Find out more Truv.com here Check out Freddie Mac's Equitably Speaking podcast 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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Dec 4, 2023 • 37min

185 Mortgage is a Relationship Business with David Lykken

In this episode host Phil Treadwell sits down with special guest David Lykken to explore the exciting opportunities on the horizon in the mortgage industry. The discussion revolves around the importance of anchoring your personal motivations and values in your business endeavors. They also delve into the concept of F.A.N.A.F.I – finding a need and fulfilling it – emphasizing the power of identifying and meeting the needs of your target audience. David Lykken is a 50-yr Mortgage Industry Veteran and the Founder of Transformational Mortgage Solutions. He’s an Executive Leadership Coach, Consultant & Strategist, Speaker, and Podcaster with his show Lykken on Lending.  Tune in to gain valuable insights into future prospects, aligning your purpose with your work, and successfully serving your customers in the mortgage industry. 02:15 - Who is David Lykken 03:15 - Mortgage is a Relationship Business 06:40 - F.A.N.A.F.I. - Find a Need and Fulfill It 11:15 - The Opportunity that David Sees Ahead 14:30 - Believing in this Industry Instead of Be Leaving This Industry 18:45 - Strategies for Security 22:50 - Understanding Your “Why” 26:30 - “I’m here to get you this mortgage and this home” 30:30 - Are We READY To Take Action 33:15 - People Have to Have Hope 34:00 - Play to Your Strengths 35:30 - Connect with David - LinkedIn | Lykken on Lending Podcast Find out more Truv.com here Check out Freddie Mac's Equitably Speaking podcast 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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Nov 22, 2023 • 38min

184 Showing Up Consistently with Jake Fehling

In this episode of the Mortgage Marketing Expert podcast, host Phil Treadwell is joined by special guest Jake Fehling, the Chief Marketing Officer with Movement Mortgage. Jake discusses importance of consistently showing up for your customers and effectively marketing yourself through video as a mortgage professional. We delve into strategies and insights on how to build trust, establish credibility, and connect with clients through consistent video content, offering valuable advice for mortgage professionals looking to enhance their marketing efforts. Episode Breakdown: 01:55 - Consistency is Key 03:45 - Marketing and Branding in 2024 07:15 - Why “Back to the Basics” is more than cliche 09:00 - The Power of the Camera in Your Pocket 12:30 - Determining Your “Pillar Content” 17:00 - “We Don’t Have to Boil the Ocean to Come Up With Something to Talk About” 19:15 - Using Content Creation to Deepen Local Relationships 26:40 - It’s All About the Reps 29:15 - Working Your Database 31:55 - Get Over Yourself and On Camera 36:15 - Follow @MovementMtg | @jakefehling Find out more Truv.com here Connect with MME on social media: linktr.ee/mmepodcast LEARN MORE ABOUT M1 ACADEMY COACHING PROGRAMS 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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