In this episode of the Mortgage Marketing Expert podcast, host Phil Treadwell is joined by Brian Weis, a CRO Owner, coach, and consultant. Together, they talk through strategies to help build a professional’s production and growth through outsourcing, time-blocking, and collaboration. Don’t miss this episode packed with tactics to find your North Star and grow leads into conversations!

Brian Weis is a 30 year mortgage industry veteran. He helps mortgage lenders increase volume and serve more clients. Brian helps real estate companies increase their revenue and improve customer experiences by adding ancillary services. He co-wrote the book “Rethink Everything You Know About Being a Next Gen Loan Officer” to address how things are changing in the industry.

01:15 Meet Brian

03:00 A Need for a Coach

06:00 Role Evolution

08:45 Hungry for Information

10:00 Play the Long Game

13:00 Find the Magic Number

14:25 Think Outside the Box

16:20 Take More Action

17:45 Catalyst for Extra Effort

19:05 How to Find New Excitement

22:45 It All Comes Back to Conversations

24:45 Brian’s Top Tactic

26:40 There’s No Secret Sauce

30:00 Double Down

CONNECT WITH BRIAN: Website | LinkedIn | Action Plan Community

TAKE YOUR MORTGAGE CRM TO THE NEXT LEVEL WITH AIDIUM: https://thinkaidium.com/

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In this episode, host Phil Treadwell welcomes Megan Anderson, VP of Client Relations at MBS Highway. Together they talk through different ways that AI’s powers can be used and that it is not as daunting as it seems. With Megan’s vast knowledge of the mortgage world, she shares her tips and tricks into using AI for business growth, content creation, and client relations. Tune into this episode to learn how to push the boundaries of AI to benefit a professional in all aspects of life. 

Megan Anderson is a prominent leader in the mortgage industry. With a talent for public speaking, she has trained over 10,000 loan officers, making her a key voice in mortgage advising and market analysis. A Certified Mortgage Advisor, Megan specializes in AI training and market trend analysis, drawing on insights from her mentor, industry expert Barry Habib. She also hosts the podcast "On the Highway," where she interviews top achievers in the mortgage field. Known for her innovative training methods, Megan is dedicated to empowering professionals with the knowledge and tools to succeed in a competitive landscape. 

01:35 Meet Megan Anderson

05:45 Where to Start with AI?

08:10 Your ChatGPT Assistant

10:40 Communicating with AI

14:35 AI is Not as Smart as it Seems

15:30 Ask and You Could Receive

17:00 Tokens for ChatGPT

18:30 AI and Your Business

20:45 Just Go Use It

23:00 Use AI’s Powers for Good

25:00 AI and the Creative Process

28:00 Megan’s Favorite AI Tools

30:40 Start with Curiosity

CONNECT WITH MEGAN: Website | Instagram

AMPLIFY YOUR CRM AUTOMATION WITH AIDIUM: https://thinkaidium.com/

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In this episode, host Phil Treadwell and guest Vince Nepolitan have a conversation about reframing mindset to get results and how anyone can rise to the top if they’re willing to put in the effort. Vince provides insight on the myths behind renovation loans, the importance of making connections, and how work is more than just a four-letter word. Don’t miss this talk on how breaking out of the sphere of comfort to learn something new can ultimately benefit businesses and professionals alike. 

Vince is nationally recognized in the mortgage and real estate industry, known as "Mr. Renovation" with 24 years of experience. He currently serves as an industry coach, helping top professionals nationwide improve their business strategies, regardless of market conditions. Partnering with Keller Williams, he teaches agents how to effectively market difficult listings and enhance property appeal. Additionally, he advises mortgage companies on building and optimizing pipelines using niche financing strategies. A published author of the best-selling book Renovate Me, Vince has also been an inspirational speaker for a decade and a keynote speaker for major financial institutions and organizations like Keller Williams, NAMMBA, NAHREP, VLTA, ALTA and many more.

01:20 Meet Vince

02:35 The Power of Connections

04:55 The Rise of Mr. Renovation

11:30 Work is the Priority

15:25 Create Systems and Processes

16:40 Rate is Not the Most Important Thing

19:20 Job of a Coach

20:45 Why Renovation?

22:20 Get Educated on Renovation

26:00 The Myths of Renovation Loans

28:20 Renovate the Client Consult

30:40 Add Value to the Transaction

33:15 Turning a House into a Home

35:10 Go Learn Something New

CONNECT WITH VINCE: Email | Website

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In this strategy-filled episode, host Phil Treadwell and guest Spencer Dusebout dive into the world of AI and CRM automation. Spencer, the CEO and Founder of Aidium Mortgage CRM, breaks down how the power of automation, along with AI, can strengthen engagement between business and client, help with time management, and improve lead conversions. In a technology-driven atmosphere, this episode shows why Aidium is one of the top CRMs in the industry with business integration, content creation, and data organization. Don’t miss this talk on how this platform can differentiate one professional from another and build better business results. 

Spencer Dusebout is a serial entrepreneur obsessed with solving problems in underserved industries. At 16, Spencer co-founded Hands4Others, a non-profit that delivered clean drinking water to over 250,000 people in impoverished communities across the world. He has spent the past 5 years building Aidium, a robust mortgage CRM and Business Intelligence platform focused on leveraging automation, AI, and data analytics to transform the mortgage process and empower lenders.

00:20 - Meet Spencer

01:55 - How AI has Changed the Mortgage Industry

03:50 - Originators and AI

09:00 - Let Producers Create

11:50 - Don’t Use Compliance as an Excuse

13:50 - Data and Business Intelligence

18:30 - Understand Your Numbers

21:20 - The Perks of Aidium

23:30 - What is Automation?

25:10 - Engaging with Referral Partners

27:30 - Differentiate Yourself with Communication

30:30 - Don’t Let Perfect Be the Enemy of the Good

32:50 - Stress Test Your Business

34:30 - Aidium’s Playbook

Learn More about Aidium: https://thinkaidium.com/

Connect with Spencer on LinkedIn

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In this valuable episode, host Phil Treadwell explores the art of personal branding on LinkedIn with expert Dan Smokoska. Dan shares his insights on how to effectively use LinkedIn to grow your professional presence, emphasizing the importance of focusing on your ideal client. He breaks down the strategies for creating impactful content, engaging authentically with your network, and leveraging the platform’s features to build a strong, recognizable brand and mortgage business. Whether you're just starting out or looking to refine your LinkedIn approach, this episode offers actionable tips to turn feedback into fuel for success and elevate your brand to new heights.

Dan Smokoska is an expert in the mortgage industry, recognized as the leading LinkedIn and social selling coach. With a background as a former loan officer, he has earned accolades such as being named one of the "40 Under 40" top mortgage professionals. Dan is also the founder of the WinWeekly Newsletter and the co-author of Rethink Everything You Know About Being A Next Gen Loan Officer.

Show Highlights:

00:25 - Meet Dan

02:10 - An Interesting Time in the Industry

04:45 - Social Media Selling IS Back to the Basics

07:30 - Building Trust on Social Media

11:30 - Giving it Away

13:30 - Why LinkedIn

18:00 - Failure is Part of the Recipe

24:30 - The Truth About LinkedIn

28:20 - Social Media is Social Proof

31:15 - Getting Results on LinkedIn

36:00 - Just Do the Work

Connect with Dan on LinkedIn

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In this compelling episode, host Phil Treadwell engages in an inspiring conversation with Ace Charafeddine, a renowned motivational speaker and success coach. Ace shares his personal journey of overcoming obstacles and developing an unyielding drive to achieve his goals. The episode delves into the mindset and habits that fuel success, offering practical advice on staying motivated, setting and reaching ambitious targets, and harnessing inner strength during challenging times. Listeners will be inspired by Ace's story and equipped with actionable strategies to cultivate their own drive for success in the mortgage industry and beyond.

Ace has spent over two decades mastering sales, transforming a startup into a global powerhouse, and later excelling in the financial sector. Beginning with pioneering business-to-business sales, he cultivated a culture of excellence, mentoring teams worldwide. Transitioning to finance, Ace became a top sales agent within a year, generating over 100 million in revenue and leading a Fortune 500 team. His structured approach to sales success is universal, applied globally through trainings and templates. Ace's impact extends through Acez Academy, offering virtual courses that serve as blueprints for success. His speaking engagements and collaborations consistently multiply revenues and enhance corporate cultures, demonstrating his transformative influence.

Show Highlights:

00:20 - Meet Ace

01:10 - “Selling Naturally”

05:30 - Taking the Lead

10:00 - Being Uncommon

13:45 - What Drives Ace

17:20 - How Do You Build “Drive”

22:50 - Tactically Building a Business

28:15 - Consistent AND Persistent

29:40 - Ace’s Academy Sales Planner 2.0

30:30 - Pretend You Have to Close the Deal Without Talking About Mortgages

https://acezacademy.com

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In this insightful episode, host Phil Treadwell delves into the essential functions and impact of secondary market advisors in the mortgage industry. Joined by Vicki Cullen, a seasoned expert in the field, the discussion covers how secondary market advisors navigate complex financial landscapes, manage risk, and ensure liquidity in mortgage markets. Vicki shares her experiences and sheds light on the strategies that drive success in secondary markets, offering listeners valuable knowledge on the behind-the-scenes mechanisms that keep the industry thriving. This episode is a must-listen for anyone looking to understand the pivotal role these advisors play in the broader mortgage ecosystem.

Vicki Cullen is currently a Sr Account Executive with Freddie Mac – Secondary Market Advisors (SMA). Responsible for managing all SMA relationships, and facilitate and support all SMA’s secondary marketing related business and technology activities, to promote doing business easier with Freddie Mac on behalf of our mutual clients. Vicki holds a BBA in Finance from the University of Wisconsin-Whitewater, and received an MBA Certified Mortgage Bankers designation in October 2022.  Vicki teaches for the MBA School of Mortgage Banking - Secondary Marketing, and resides in Jupiter FL with her husband and children.

Show Highlights:

00:25 - Meet Vicki Cullen

01:15 - Secondary Marketing

03:00 - How an SMA Integrates in Your Process

05:55 - The Efficiencies of an SMA

08:45 - The Pros & Cons of DIY

12:25 - The Process of a Loan

16:50 - Different SMA’s for Different Needs

18:55 - Why SMA’s Are Crucial for Lenders & Mortgage Pros

23:25 - Becoming a Seller/Servicer

26:00 - Confidence in the SMA & Process

28:15 - Be Trustworthy, Be Smart, Build Trust

Learn more about SMA’s: https://sf.freddiemac.com/working-with-us/secondary-market-advisors/integrated-secondary-market-advisors

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In this dynamic episode, host Phil Treadwell sits down with LaDonna Lockard, the CEO of Maximum Acceleration, to explore her strategies for driving exceptional business growth. LaDonna shares her journey to the top, the power of relationships, and how the importance of in person events help create and strengthen those connections. Don’t miss the special offer to save on your ticket to Originator Connect this August in Las Vegas. Tune in to discover LaDonna's unique approach to achieving maximum acceleration in the mortgage industry and beyond.

LaDonna has worked in and around the mortgage and real estate industries for 20 years. Dedicated to changing the perception of what LO's think of when they think of CE, LaDonna is bringing about a new generation in NMLS education.

#maxclass

01:10 - Ladonna’s Mortgage Origin Story

04:30 - The Conversation Around Having Conversations

07:15 - Maximum Acceleration

09:15 - A Tactile Approach

13:10 - Originator Connect in Las Vegas

15:45 - Continuing Education Isn’t Just to Check a Box

22:10 - You Don’t Know What You Don’t Know

25:15 - We’re Selling Dreams

27:10 - M1 Academy

29:10 - Invest in Yourself

30:45 - Connect with LaDonna

LaDonna: Instagram | Facebook | TikTok | LinkedIn

Use code MMEVIP to get Originator Connect for FREE!

https://www.originatorconnect.com/

https://www.maxclass.com/

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In this informative episode, host Phil Treadwell welcomes Tucker Haas to discuss the impact of Homebot on the mortgage industry. Tucker, the CEO and Founder of Quo Finance, now the Lead Engineer at Homebot, shares insights into how this innovative tool enhances client engagement, empowers homeowners with valuable financial information, and ultimately drives business growth for mortgage professionals. From improving client retention to uncovering new opportunities, this episode delves into the many ways Homebot is reshaping the mortgage landscape. Don't miss this deep dive into a game-changing technology that is helping professionals showcase their value and stay ahead in a competitive market.

Tucker Haas is the VP of Engineering at Homebot, leading all development of the Homebot platform. Prior to Homebot, Tucker was the co-founder of Quo, a mobile app and technology-first mortgage brokerage for first time home buyers, which was acquired by Homebot in 2023 after raising $9.8M in venture capital. He has been building software since he was 8 years old, ranging from mobile apps to medical devices, with a focus on enabling access to new technologies. Tucker holds a bachelor’s degree in computer science from Stanford University where he was a varsity gymnast. He currently lives in San Francisco, California, where he enjoys rock climbing, reading, and coding in his free time.

00:30 - Meet Tucker Haas

01:20 - Tucker’s Entry to Financial Services

03:45 - Phil’s First Look at Homebot

04:50 - Giving You Access to The Best Information

08:00 - Homebot’s Lead Gen Solutions

10:45 - Real Estate is Not a Single Player Game

14:00 - How Homebot is Integrating AI

16:40 - Adding Value to the Clients

20:00 - How Homebot is Educating About Affordability

22:40 - Have More Conversations with People

25:50 - Some of Tucker’s Favorite Homebot Features

28:10 - Where Does the Value Come From?

30:00 - Using Trended Data

32:20 - A Personal Recommendation

33:50 -  Leverage Your Database

36:05 - Connect with Homebot and Tucker

Use Promo Code "MME" at https://homebot.com

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In this engaging episode, host Phil Treadwell chats with Ryan Hills about his unique journey from ministry to mortgage and delves into the importance of building and nurturing relationships. He emphasizes the significance of taking action now to achieve success cuts through the cliche of “motivation” to highlight the necessity of discipline to overcome periods of adversity. Listeners will gain insights into his marketing formula  and unconventional strategies. Tune in for an inspiring and informative conversation.

The RESource, led by Ryan Hills, RC, and Eric Yokley, has been a prominent figure in the real estate and mortgage industry for almost 15 years. Known for their engaging weekly videos, they have garnered a loyal following across the nation, featured on platforms like the National Real Estate Post and Think Big Work Small. Beyond entertainment, their influence extends into serious industry collaboration with leaders such as Mortgage Coach and Keller Williams International. What sets them apart is their unique blend of education, motivation, and humor, making their shows both insightful and entertaining. For anyone seeking an engaging and enlightening experience in real estate and mortgage, The RESource promises to deliver inspiration and entertainment in equal measure.

00:25 - Meet Ryan Hills

02:15 - From Ministry to Mortgage

07:45 - Amplifying Your Relationships

11:45 - What Are You Doing NOW to Win?

13:25 - 945 Days of Adversity

17:05 - Motivation vs. Discipline

24:00 - Stay Committed to the Strategy

25:20 - Systems and Processes

31:00 - The Marketing Formula

36:40 - Left Field Strategies

39:45 - There’s a Million Ways to Make a Million Bucks

Connect with Ryan: Movement.com | LinkedIn

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In this insightful episode, Phil Treadwell sits down with Co-Founder of New Story Lending, Shane Miller to explore his hardscrabble background and the passionate leadership he and his Co-Founder Juan Rodas bring to the mortgage industry. Don’t miss this inspiring episode and if you missed it, catch episode 201 where we talk with Shane’s Co-Founder, Juan Rodas!

As Co-CEO, Shane's focus is on growing New Story's nationwide footprint, affordable housing initiatives, and breaking barriers in the mortgage industry to deliver unrivaled service to his employees, customers, and the communities they serve.

01:10 - The Best Trash Talking

03:30 - Shane’s Origin Story

07:05 - A Legacy of Work Ethic

10:30 - Keep Your Fundamental Disciplines

12:50 - Mission, Vision and Purpose Driven

15:00 - Finding Your Niche

19:25 - Leaning on Company Culture

22:15 - It Takes a Team

27:20 - Resolve

29:45 - Connect with Shane & New Story: NewStoryLending.com | @jshanemiller

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