In this episode, host Geoff Zimpfer addresses a listener's question about maintaining relationships with real estate agents after an initial meeting. He emphasizes the importance of setting the right context for meetings, understanding the relationship dynamics, and following up effectively. Listen in to get actionable strategies to enhance your interactions with REALTORS, including the need for clear next steps and delivering value to foster long-term partnerships. Want YOUR question...

In this conversation, Coach Michael Regan shares insights on the coaching process, emphasizing the importance of mindset, humility, and vision in individuals seeking coaching.  He discusses the common traits of coachable individuals and the significance of preparing for market changes, particularly as they approach Q4. He emphasizes the need for role reflection and planning, the value of feedback, and the significance of maintaining a strong foundation in the face of new technologies and...

In this conversation, Dan Rawitch, CEO of University of Options, discusses his mortgage industry background and current role as a trader and economist. He provides insights into market analysis, economic forecasting, and the impact of Federal Reserve actions on interest rates and inflation. The discussion also covers the dynamics of the housing market and the importance of supply in driving prices. Additionally, Rawitch introduces his trading platform, University of Options, which offers...

In this episode, Geoff Zimpfer discusses strategies for mortgage professionals to thrive in a changing market. He emphasizes the importance of building relationships with real estate agents, diversifying sources of business, and leveraging personal branding to attract referrals.  Special guest Brian Weiss shares insights from his experience and contributions to the industry, providing actionable takeaways for listeners. Takeaways Building relationships with real estate agents is...

In this episode of the Mortgage Marketing Radio podcast, host Geoff Zimpfer discusses the importance of planning for Q4 and shares key insights from a recent workshop with Alex and Leila Hormozi of Acquisition.com.  He emphasizes the need for mortgage professionals to assess their time management, identify value detractors in their business, and diversify their sources of leads to ensure sustainable growth. Zimpfer also highlights the significance of understanding business risks and the...

In this episode, we're sharing a behind-the-scenes listen into our private community of Loan Officers. Every week we meet up for coaching, accountability, and developing our skills and mindset. Once per month, we bring in a special guest expert. This month our special guest is Instagram marketing expert Jen Herman, recognized as one of the top Instagram experts worldwide. Jen shares her insights on the importance of Reels, the latest changes to Instagram metrics, and how to leverage hashtags...

In this conversation, Jonathan Mast and Geoff Zimpfer discuss the practical applications of AI, specifically ChatGPT, in various business scenarios. They explore how AI can be used to collaborate, generate content, and improve productivity. Mast shares tips on getting better output from AI, including using frameworks and training the models to reflect your tone and style. Mast provides a four-step framework for effective prompting and emphasizes the value of collaboration with AI. Jonathan...

James Dwiggins, CEO of NextHome, discusses the impact of the NAR settlement on the real estate industry. He shares that companies that were prepared and ahead of the changes have been able to navigate the new rules effectively. However, many are still struggling to understand and adapt to the changes. Dwiggins predicts a 20-40% exodus of real estate agents due to the decoupling of compensation. He emphasizes the importance of educating sellers on the benefits of not offering buyer...

Katie Grimes is the #1 Female Loan Officer in Kansas and a Top 100 Female Loan Officer in the Nation. She emphasizes the importance of authenticity and creating deep connections with referral partners. While social media is valuable for branding and visibility, she believes that REALTOR referrals are the most direct route to clients who need her services. She emphasizes the need for trust and communication in these partnerships and shares strategies for staying top of mind with agents. Katie...

In this episode, Geoff Zimpfer shares some personal updates and then dives into key takeaways from the recent Forward Event. He emphasizes the importance of building a personal brand, attracting attention and providing proof over promises. Geoff also offers practical strategies for loan officers to partner with real estate agents and generate more business, such as sharing proof of pre-approved buyers and following up with open house attendees. He encourages listeners to take advantage of the...

Today's episode is me with my first recap of the Forward Event. I've attended the event for three years in a row and this year's event was the best yet. The Forward Event is hosted by my friends Neel Dhingra and Trevor York. The first speaker for day one was Rory Vaden with Brand Builders Group. Rory emphasizes that a personal brand is the digitization of your reputation and it is crucial for building trust, especially in industries like mortgage and real estate. In this episode, I share my...

In this insightful episode of Mortgage Marketing Radio, I sit down with special guest Brian Covey, Executive Vice President at Revolution Mortgage. Brian shares his wealth of experience and knowledge, offering valuable advice for professionals in the mortgage industry and beyond. As a former pro soccer player and Olympic team member, Brian draws fascinating parallels between the worlds of sports and business. Connect With Brian: Website LinkedIn Instagram Ready to double your agent referrals...

Raquel Borras, is the external brand communications manager at New American Funding. She emphasizes the importance of being genuine and true to oneself while maintaining a professional nature. Raquel shares her journey of establishing her personal brand on LinkedIn and how she incorporates her fun and goofy side into her content. She also highlights the shift towards video content on LinkedIn and the power of video in connecting with the audience. We also discuss the impact of social media on...

Today we're hanging with Dustin Owen, VP of Eastern Division Sales at Waterstone Mortgage, to discuss the keys to success in the mortgage industry, the importance of endurance, and how to thrive in today's market. Dustin dives deep into the fundamentals of building a successful mortgage career. He emphasizes the importance of having 10 meaningful conversations a day, following theme days, and engaging in consistent activities to build a robust business. Tune in to hear insights on building...

In this episode I meet up with my friend Josh Pitts and discuss the importance of consistent content creation on social media for mortgage professionals. The focus is on personal connections and community engagement rather than constantly promoting mortgage-related content. We talk about Josh’s new Shredit app, which simplifies the video editing process for social media content. We wrap up with a discussion about Josh's new adventure of sailing around the world with his family. It’s an...

In this episode, I share a few of the biggest takeaways from the recent Mastermind Summit in Las Vegas. I'll discuss strategies and tactics for closing out the year strong in the mortgage industry. We review the importance of executing the fundamentals, such as building relationships with referral partners, having conversations, and staying in front of agents consistently. We also highlight the need to evaluate and improve accountability metrics, focus on controllable factors, and fall in...

In this episode, we talk with Scott Payne from Shape CRM to discuss the importance of standing out in business and optimizing lead management for loan officers. Scott shares his journey of becoming memorable in the industry through his unique personal branding, which includes wigs, humorous t-shirts, and fitness videos. **Top 5 Keys You'll Learn** 1. **Being Memorable:** Find out how Scott used unique outfits, including wigs and muscle shirts, to create a personal brand that stands out in...

This episode shares key takeaways and frameworks to evaluate your results as a mortgage originator. We discuss the value of feedback and how to sincerely ask your referral partners for feedback. We also share a cool strategy to talk with your referral partners that creates meaningful connections and lays the foundation for future referrals. Episode Resources: The Agent Referral Xcelerator is Launching June 11th Get on the Waitlist Here

On this episode, Allison Larson, shares her strategies for building relationships with real estate agents and growing her business. She emphasizes the importance of finding agents who have a minimum of five buy-side transactions in the last 12 months and have been licensed for at least a year. She has a very structured process for identifying the right agents to build relationships with and how to maximize the impact of realtor appointments. She emphasizes the importance of being intentional...

Today we're focusing on how to 10X your business. It's just one episode in a series of short, focused takeaways you can apply to your business for immediate results. We'll start with identifying the top three activities that move the needle in your business and go from there. I'm also launching a NEW, exclusive opportunity to work closely with me to double your agent referrals in 90 days. It's called the Agent Referral Xcelerator. We go live in June but you can get on the waitlist right...

Our guest today is Brian Boero, co-founder of 1000WATT. We're discussing the importance of branding and differentiation in the real estate and mortgage industry in a way that connects with your target audience. Boero shares his opinion around the NAR settlement, particularly for agents who struggle to adapt to the changes. He advises mortgage professionals to support and cultivate relationships with the most capable agents in their market. Highlights: 00:00 Introduction and Background 01:04...

It's been one year since having the #1 Loan Originator the Nation on the podcast. Matt and his team have helped over 25,000 families achieve their dreams of homeownership. Today, Matt Weaver is back and he's got a message for you. It's time to get serious or get out of the business. Listen and take notes as Matt shares his Four Pillars of Value and the importance of events in building relationships with real estate agents and driving conversations post-event. This is a must listen and repeat...

In this episode of Mortgage Marketing Radio our guests are Sue Woodard, Cindy Ertman and Shant Banosian. We delve into innovative strategies for mortgage professionals looking to drive referrals and enhance customer relationships in today’s market. Cindy Ertman, a seasoned keynote speaker at the Mastermind Summit, shares three bold strategies designed to secure affirmative responses from referral partners. Shant Banosian the #1 Mortgage Banker in the country focuses on the crucial elements of...

In this episode, we'll explore the power of partnerships and how loan originators can be indispensable allies to real estate agents, especially in today's challenging market. Tim Braheem was recognized as one of the top fifty producing loan originators in the United States, reaching a peak in personal production of 676 loans for a total of $236,000,000 in loan volume. Tim speaks on the art of collaboration, offering scripts and strategies for strengthening relationships with agent partners....