Mortgage Marketing Radio
Mortgage Marketing Institute
Truth in Mortgage Marketing
- 33 minutes 44 seconds$93M Producer Reveals His Scripting & Referral Playbook
What does it take to close 230 purchase units in your first year as a loan originator?
For Andy Beigel, it started with one obsession: practice.
While every other LO chased refi money in 2020, Andy was cold-calling realtors on Zoom — building a purchase pipeline from scratch. By year-end, he had 230 units. By 2025, he had $93M in personal production and a $250M branch he built from zero in Columbus, Ohio.
In this episode, Andy breaks down:
→ His word-for-word rate objection rebuttal
→ The first 30 seconds of every intake call (scripted — every time)
→ The 2-step realtor conversion process behind his book of business
→ The "positive feedback loop" secret that lets you delegate without losing agents
→ What he looks for in recruits (hint: not experience)
→ How a 22-year-old he hired now closes 125+ units a year. His philosophy: do 100 small things 1% better than everyone else, and you're 100% superior at game time.
Special episode: Guest host Greg Sher of NFM Lending pinch-hits for Geoff Zimpfer, who is battling cancer.
Connect with Andy:
@andybeigel on Instagram
Connect with Greg on LinkedIn:
https://www.linkedin.com/in/greg-sher/25 February 2026, 11:00 pm - 50 minutes 21 secondsHow One Simple Rule Can Skyrocket Your Mortgage Business in 2026
In this episode of Mortgage Marketing Radio, we talk with top-producing mortgage originator and elite coach Amir Syed to reveal the exact blueprint mortgage loan officers need to follow in 2026 to thrive—not just survive.
Whether you're a mortgage loan originator, broker, or LO looking to increase production in a competitive market, Amir breaks down the 3 critical pillars every LO must master right now:
Marketing and Personal Branding – How to become “Five-Mile Famous” and generate referrals without begging agents.
Sales and Persuasion – Why “the phone isn't a cactus” and how top LOs are diversifying beyond Realtors.
Operations and Scaling – The exact hiring process to find your “superstar LOA” and break through your current ceiling.
🔑 Plus:
– The 5 types of intelligence every elite LO is building in 2026
– Why your pre-COVID skills are killing your post-COVID results
– A foolproof hiring framework to scale your mortgage business (including the 3 questions every candidate must answer)🎯 If you're serious about growing your mortgage business, this is a must-listen playbook for building momentum in Q1 and beyond.
Connect With Amir Syed
Instagram: https://www.instagram.com/amirsyed/
LinkedIn: https://www.linkedin.com/in/amirsyed/
GO! Coaching: https://www.gocoaching.io/29 January 2026, 4:00 pm - 15 minutes 28 secondsMy Two Words for 2026
Forget resolutions. In this solo episode, I’m taking you inside the personal mindset shift I’m making for 2026 — one that’s already reshaping how I lead, work, and live.
Instead of a list of goals, I’ve chosen two powerful words to guide everything I do this year:
👉 Gratitude and Delegate.
These aren’t just nice ideas — they’re essential strategies for cutting through the noise, clarifying priorities, and leading from a place of alignment.
Inside this episode:
- Why resolutions often fail (especially in the mortgage business)
- What my recent throat cancer diagnosis revealed about how I spend my time
- The power of choosing One Word (or Two) to anchor your life and business
- A 5-question exercise to help you uncover your own guiding word(s)
- A free GPT tool I created to help you find your word in minutes
- A deeper reflection on faith, focus, and what really matters
Whether you’re a loan officer, leader, or entrepreneur, this episode will help you pause, reflect, and get intentional about how you show up in 2026.
🎁 FREE RESOURCE:
Need help choosing your One Word?
Use my free GPT-powered tool:
👉 https://tinyurl.com/2026word
P.S. I’m hosting a private workshop where I’ll share what I’ve learned from almost 400 podcast interviews with top mortgage pros — and how they consistently generate high-trust agent referrals without chasing, cold-calling, or begging for coffee meetings.
You’ll get the full referral framework I teach inside the Agent Referral Xcelerator, and if it feels right, you’ll get a chance to join the next cohort.
👉 Join the early interest list here.
CONNECT
SAY THANKS
3 January 2026, 8:45 am - 52 minutes 53 secondsHow to Get AI to Recommend You as a Top Lender
In this powerful episode, Katie Shive reveals how mortgage pros can leverage AI to build visibility, rank in search, and attract real leads online. Katie, a brand strategist and AI marketing coach, breaks down the concept of GEO — Go Everywhere Optimization — and how it’s changing the way consumers find mortgage professionals.
You’ll learn:
- How to create a "core entity statement" that helps AI recommend you first
- Why your bio consistency across platforms like LinkedIn and Google is critical
- The difference between creating content for humans vs. robots
- How to turn one podcast or blog post into an entire week’s worth of marketing
- How ChatGPT and other LLMs are now directly referring mortgage professionals to leads and what triggers that
Whether you’re a seasoned LO or just starting to explore AI tools, this episode is a must-watch if you want to be found first and fast in search.
Show Notes:
Subscribe to Katie's Newsletter
Connect with Katie on LinkedIn
Want to double your Realtor referrals without chasing, cold-calling, or paying for leads? See how Travis Newton grew his production by $40 million!
Check Out myAgent Classes Here
Connect With Geoff
SAY THANKS
18 December 2025, 3:00 pm - 1 hour 4 minutes13 Questions Every LO Must Ask Before 2026 - If You’re Serious About Growth
Are you stuck in the same production level year after year, wondering why the needle isn’t moving? It’s not because you’re not capable—it’s likely because you’ve stopped asking the right questions. Imagine if you had a framework to challenge your assumptions, elevate your standards, and scale your business with intention.
Today on the show, we’re diving into a powerful self-audit: What are the 13 questions every loan originator should ask themselves to grow, scale, and lead in 2026?
To help us explore that, I’m joined by Matt Weaver—ranked the #1 mortgage originator in the U.S. by units closed, with over 1,100 loans funded last year alone. Matt leads a team in Florida that runs like a high-performance machine.
In this episode, you’ll walk away with:
- A blueprint to build standards so strong, your business becomes impossible to ignore,
- The exact mindset shift that turns agents into loyal, long-term clients,
- And a fresh perspective on what your brand actually is—beyond social media fluff—and how to build one rooted in performance, purpose, and clarity.
And there’s something deeper we’ll uncover: the hidden role of imposter syndrome—and how it might actually be your greatest asset.
So if you’re ready to raise your bar and redefine what’s possible for your business in 2026, then stick around for this episode.
Learn More about Matt's Coaching
Connect With Matt on Instagram
Want to double your Realtor referrals without chasing, cold-calling, or paying for leads?
See how Travis Newton grew his production by $40 million!
Check Out myAgent Classes Here
Connect With Geoff
SAY THANKS
12 December 2025, 3:00 pm - 1 hour 7 minutesBeyond Lunch & Learns: How Top LOs Are Scaling Realtor Referrals with High-Impact Agent Classes
In this special crossover episode, you'll hear Geoff Zimpfer guest-host The LO Down Community Call with Connor Bartley to uncover how four top-producing LOs are generating real pipeline through strategic agent events. Forget the stale Lunch & Learns—this panel breaks down what’s actually working to get butts in seats and referrals on the books.
You’ll learn:
- Why classes are the most leveraged way to connect with agents at scale
- How to pick topics agents care about (hint: it’s not mortgage guidelines)
- The exact steps to promote your event—even if you’re starting from zero
From investor workshops to modern marketing panels, this episode gives you the blueprint to host agent classes that attract, convert, and scale.
Connect with Connor on LinkedIn
Learn More About myAgent Classes
Like This Episode?
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Connect With Geoff
3 December 2025, 3:00 pm - 1 hour 1 minuteFuture Proof Your Mortgage Marketing: Merging AI with Human Connection
In this episode, we welcome James Duncan, a recognized leader in mortgage marketing who was honored as a “Marketing Leader” by HousingWire in 2022. James Duncan is the Founder and Chief Marketing Strategist at Caelum Advisers—an agency specializing in helping mortgage executives build resilient, growth‑focused marketing systems.
James shares how to modernize your marketing strategy, avoid common tech traps, and align your brand to drive real ROI—without losing the personal touch your clients expect. You'll also hear James share how to use AI in a way that supports your team, and why human connection remains a competitive advantage for maximum ROI.
If you’re a loan officer or marketing leader looking to stay ahead of the curve while staying authentic, this episode is for you.
Connect with James on LinkedIn
Learn More About Caelum Advisers
Want to double your Realtor referrals without chasing, cold-calling, or paying for leads?
See how Travis Newton grew his production by $40 million!
Check Out myAgent Classes Here
Connect With Geoff
SAY THANKS
10 November 2025, 4:00 pm - 28 minutes 28 secondsRethink Networking: The New Blueprint for Building Authentic Relationships in a Tech-Driven World
In today’s episode of Mortgage Marketing Radio, we’re tossing out the old networking playbook and redefining what real connection looks like in today’s noisy, tech-heavy world. I'm joined by Lindsey Meyer, Jen Peachman, and Philip Mancuso, three of the 25 authors behind the new book Rethink Everything You Know About Networking.
This isn’t about business cards, small talk, or shallow connections. It’s about authenticity, intentionality, and using education and human value as your lead strategy.
We’ll explore how to create a ripple effect through small, meaningful actions, and why vulnerability is one of the most underrated tools in your business toolkit.
🔑 Three Key Takeaways
- Intentional networking beats passive presence – Showing up with purpose and a clear message builds trust faster than any cold pitch.
- Lead with value, not expertise – You don’t need to be a subject matter expert; you just need to offer useful, relevant insights people care about.
- Vulnerability is a connection multiplier – When you're willing to share your real story, you invite others into a deeper, more lasting relationship.
Want to double your Realtor referrals without chasing, cold-calling, or paying for leads?
See how Travis Newton grew his production by $40 million!
Check Out myAgent Classes Here
Connect With Geoff
SAY THANKS
30 October 2025, 3:00 pm - 43 minutes 21 secondsMastering Team Building in the Mortgage Industry
In this episode, we dive deep into how to build, hire, and grow an effective mortgage team with guest expert Irene Duford, a veteran in the mortgage industry who has coached over 1,000 loan officers, team leads, and branch managers.
You’ll learn when to start hiring, what your first role should be, how to define the job before you put up the ad, and exactly how to leverage personality profiling tools like the DISC assessment to avoid the costliest hiring mistakes.
The conversation starts with the common pain point: loan officers trying to “do it all” alone, juggling lead generation, underwriting, processing, and closingwhich leads to burnout, inconsistent pipelines, and stalled growth. Irene explains that once you’re closing around five loans a month, it’s time to seriously think about adding support.
Key takeaways for this episode:
- Know when to hire – Once your team is doing ~5 loans/month and you’re wearing too many hats, it's time to hire.
- Define the role first – A clear job description, process, and expectations reduce hiring drag and frustration.
- Use behavioral profiling – Tools like DISC, and values assessments help match candidates to roles and avoid costly hiring mistakes.
Whether you’re a solo loan officer looking to build your first team or a branch manager ready to optimize your hiring process and team structure, this episode is packed with actionable advice on hiring the right person, building systems, and creating a high‑performing mortgage team.
Connect with Irene on LinkedIn
Want to double your Realtor referrals without chasing, cold-calling, or paying for leads?
See how Travis Newton grew his production by $40 million!
Check Out myAgent Classes Here
Connect With Geoff
SAY THANKS
23 October 2025, 3:00 pm - 40 minutes 59 secondsThe Fastest Path to 10+ Loans per Month Without the Grind
Stuck at 3–4 loans a month? You’re not alone—and it’s not your fault.
In this episode, Geoff sits down with Todd Scrima, founder of Summit Funding and coach to over 5,000 LOs, to break down why most loan officers never scale, and exactly what to do about it.
You’ll learn:
- Why 96% of LOs are stuck below $20M/year
- The script Todd gives to top producers to re-engage past clients
- How to delegate outbound calls and book more high-quality appointments
- The mindset shift that moves you from survival to serious momentum
This one’s all about systems that actually move the needle, especially heading into 2026.
Connect With Todd:
Want to double your Realtor referrals without chasing, cold-calling, or paying for leads?
See how Travis Newton grew his production by $40 million!
Check Out myAgent Classes Here
Connect With Geoff
SAY THANKS
10 October 2025, 3:00 pm - 47 minutes 53 secondsYour Sales Process Is Broken! Here’s What Today’s Borrowers Actually Want
Want to double your Realtor referrals without chasing, cold-calling, or paying for leads?
See how Travis Newton grew his production by $40 million!
Check Out myAgent Classes Here
Episode Summary:
Most mortgage professionals think their biggest challenge is inventory or affordability, but the real problem might be hiding in plain sight: your sales process. In this episode, I sit down with Jake Vermillion, CMO of Mortgage Champions, to unpack why most loan officers are still selling like it’s 2021… and how that’s quietly destroying trust, pull-through, and long-term loyalty.
Jake reveals how misalignment between marketing and sales is creating a broken borrower experience—and what to do instead. From replacing “Apply Now” with value-first engagement, to knowing where AI belongs (and doesn’t), this episode is a must-listen for any LO or leader who wants to stay relevant and competitive in 2025 and beyond.
Learn More About Mortgage Champions
Double Your Agent Referrals
Check out myAgent Classes Here
Connect With Geoff
SAY THANKS
25 September 2025, 3:00 pm - More Episodes? Get the App