Mortgage Marketing Expert

In this insightful episode of Mortgage Marketing Expert, host Phil Treadwell invites industry experts Marjorie Adam, Dustin Brohm, and Mark Perkins to examine the impacts of the NAR Lawsuit and the impending settlement on the mortgage and real estate sectors. The guests delve into the lawsuit's implications, providing a nuanced analysis of the potential changes and challenges that could reshape these industries. Drawing from their extensive experience, they offer valuable perspectives, dissecting the legal complexities and forecasting the likely effects on industry practices and market dynamics. This episode is a must-listen for professionals seeking to understand and navigate the evolving landscape of the mortgage and real estate industries.

00:25 - Meet Marjorie Adam

01:55 - NAR Lawsuit

05:30 - What the Lawsuit is NOT

07:25 - Is This Good For the Industry

14:20 - Who Falls Outside of this Settlement

15:45 - Are Buyers Agents Gone Now

21:55 - Where is the $ Coming From For Settlement

26:30 - One Tip For Mortgage Pros to Help Realtor Partners

27:45 - Connect with Marjorie

29:25 - Dustin Brohm, The Massive Agent

31:45 - This is NOT a Speed Bump for the Industry

35:00 - Buyer’s Compensation

38:55 - Educating the Agents & Consumers

39:55 - Strengthening Relationships Between Mortgage Pros and Agents

45:35 - Make Sure You Have it RIGHT

47:30 - Connect with Dustin

48:00 - Mark Perkins

49:10 - What Will This Lawsuit Do to the Industry

54:10 - How Real Estate Culture Is Going to Change

57:10 - Loan Officers Need to Level Up Too

01:00:30 - How Do You Teach Greatness

01:05:00 - It’s Okay To Not Be Great, But…

01:06:40 - Connect with Mark

Connect with Marjorie:

@themarjorieadamteamrealtors

MarjorieAdamTeam.com

Real Estate Unscripted Podcast

Connect with Dustin:

Massive Agent Podcast

@massiveagent

Connect with Mark:

The Necessary Entrepreneur

@markperkinsprg

LEARN MORE ABOUT M1 ACADEMY COACHING

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In this episode the spotlight is on guest Craig Davis in a riveting discussion as Phil and Craig delve into their similar coaching styles, underscoring the significance of mindset in shaping our outcomes. They navigate the delicate balance between factual analysis and emotional intelligence in decision-making processes. The conversation is packed with insights, as Craig, shares the experiences and strategies that have led him to success. This episode is a must-listen for those seeking to understand the power of mindset and how to build momentum in your business.

Craig Davis has been in leadership for over 20 years serving the Mortgage Industry. He discovered early in his career that his joy is found in helping others achieve more; therefore, helping his team succeed in turn fueled his success. He founded Ascend Xperience Coaching and Speaking with that same passion, to help his clients succeed on purpose, and in their design. He is a conqueror of cancer, a family man, a buddy, and in his own words, just a good human…

02:00 - It’s Okay to Feel Stuck, It’s Not Okay to Remain Stuck

04:55 - Mindset is In Our Control and Shapes our Outcomes

08:00 - Challenges Create Choices, Which Create Opportunity

10:15 - We are Built Emotionally

12:35 - Progress, Not Perfection

15:10 - The Gap and the Gain

17:35 - Confidence is a Skill We Learn

20:25 - From Motivation to Momentum

23:00 - Finding Your Action Steps

27:10 - How to Get More Business

30:50 - People Connect with People, Not Product

32:30 - Focus on the Process, Not the Outcome

35:00 - Daily Ozone Planner

36:00 - Focus on Your Process

37:30 - Connect with Craig:Instagram | LinkedIn

Get Craig’s Daily Ozone Planner: https://ascendxc.com/ozone/

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In this episode of Mortgage Marketing Expert, host Phil Treadwell invites guest Ben Smidt to discuss the role of technology in building a successful mortgage business. The conversation focuses on how mortgage professionals can use technology to streamline their operations, close more deals, and provide superior service to clients. Smidt shares his expertise and insights, offering practical tips and strategies on leveraging tech tools to enhance efficiency and drive business growth. This episode is a must-listen for mortgage professionals seeking to harness the power of technology in their business.

01:50 - Meet Ben Smidt

03:35 - Opportunities in 2024

05:45 - Leveraging Tech to Create More Business

09:30 - We’re Going to Have to Do Things Differently

12:15 - Uplist

15:00 - Creating a New Conversation

17:00 - Why is There So Much Resistance to Innovation in Mortgage

19:20 - Technology Won’t Replace You, But a Loan Officer that Leverages Technology Can

21:15 - There’s Always Time, If You Make the Time

24:40 - Past Client Loan Reviews

27:30 - Your Digital Footprint

29:50 - Regaining Your Time

31:15 - Don’t Be Afraid To Try New Things

32:20 - Connect with Ben

EXTREME EFFICIENCY WORKSHOP

GetUplist.com

Ben on LinkedIn

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In this exciting episode of Mortgage Marketing Expert, host Phil Treadwell welcomes guest Kyle Wright, a successful loan officer to share his journey and experience. We delve into Wright's unique approach to success, which he attributes to learning how to do it all.

Kyle shares his insights on the importance of solving problems, effectively eliminating any reasons for clients not to refer. Listeners can expect to gain valuable insights into the mindset and strategies that have propelled Wright's success in the mortgage industry.

Episode Breakdown:

00:50 - From Orthodontics to Mortgage

04:15 - What it Takes to Produce in THIS Market

06:50 - You Have to Learn How to Do Everything

08:55 - Kyle’s Current Product Mix

10:45 - “You Don’t Need a Backup When You Work With Me”

12:20 - “I WAS the Expert”

16:50 - Conquering Fears

22:45 - Problems to Solve

27:40 - Get Better Than the Other Guy

34:05 - You’ve Got to Do Everything

42:15 - Where People Found Their Lenders

46:00 - More Conversations = More Business

52:25 - Do You Have the Work Ethic?

55:10 - Taking Action is the Only Cure

59:30 - Outliers

01:00:25 - The Slight Edge

01:01:00 - Find an Activity and Quantify It

01:02:00 - Connect with Kyle

https://www.instagram.com/mrloans.mortgage

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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

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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

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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

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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

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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

@ChiefLoanOfficer

Tyler on LinkedIn

Find out more Truv.com here

Check out Freddie Mac's Equitably Speaking podcast

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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, andJOIN our text group:214-225-5696