Mortgage Marketing Expert

Phil Treadwell

The Mortgage Marketing Expert podcast mission is simple, to help mortgage professionals build their business and do mortgage marketing better. Top mortgage industry experts share useful content and tips that originators and managers can use to build a more effective and efficient business. The Mortgage Marketing Expert is a founding member of the Industry Syndicate Media Network.

  • 40 minutes 37 seconds
    213 Unlocking Collateral Valuation Trends with Scott Reuter

    In this informative episode, host Phil Treadwell welcomes Freddie Mac's Scott Reuter to discuss the myths and trends surrounding appraisals and valuations. As the Chief Appraiser and Director of Property Valuation at Freddie Mac, Scott talks about Uniform Appraisal Dataset (UAD) redesign and how to get prepared, appraisal quality, and alternative valuation options. Scott shares his knowledge on these topics and gives an inside look into the current and emerging trends of the market today. Don’t miss this episode for insights on new and improved things coming from Freddie Mac and how they benefit mortgage professionals!

    With over 35 years of experience in appraisal and collateral risk management, Scott has held leadership roles at Bank of America, Goldman Sachs, and GE. Recently, he was honored as the 2021 Valuation Visionary by the Collateral Risk Network and received GE’s Americas Award for Outstanding Contribution to the Business.

    00:20 Meet Scott

    01:45 Alternative Valuation Options

    05:05 Property Data Report Collection Myths

    09:20 ACE, PDR, UPD, and More

    13:35 Not Just One and Done

    15:50 Bettering Appraisal Practices

    20:45 Potential Biased Words and Phrases

    24:00 UAD Redesigned

    29:45 Appraisals = More Objective

    31:25 Thorough, Complete, and Data-Driven 

    35:50 Timeline to the Finished Product

    39:00 Talk to Your Appraiser

    Check out these UAD resources: https://sf.freddiemac.com/tools-learning/uniform-mortgage-data-program/uad

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    3 December 2024, 4:10 pm
  • 31 minutes 58 seconds
    212 Actionable Strategies with Brian Weis

    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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    28 October 2024, 12:00 pm
  • 32 minutes 14 seconds
    211 Your A.I. Toolbox with Megan Anderson

    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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    10 October 2024, 3:27 pm
  • 38 minutes 19 seconds
    210 Reframe and Renovate with Vince Nepolitan

    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

    LEARN ABOUT CRM AUTOMATION WITH AIDIUM

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    4 October 2024, 12:00 pm
  • 40 minutes 8 seconds
    209 From Data to Dialogue with Spencer Dusebout

    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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    26 September 2024, 1:51 pm
  • 37 minutes 42 seconds
    208 Feedback Not Failure: Building Your Brand on LinkedIn with Dan Smokoska

    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

    LEARN MORE ABOUT M1 ACADEMY COACHING

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    15 August 2024, 12:00 pm
  • 32 minutes 18 seconds
    207 Creating a Drive to Succeed with Ace Charafeddine

    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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    7 August 2024, 4:52 pm
  • 29 minutes 30 seconds
    206 The Crucial Role of Secondary Market Advisors with Vicki Cullen

    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

    LEARN MORE ABOUT M1 ACADEMY COACHING

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    30 July 2024, 5:00 pm
  • 32 minutes 1 second
    205 Investing In Yourself with LaDonna Lockard

    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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    26 July 2024, 2:00 pm
  • 36 minutes 56 seconds
    204 Showcasing the Value of Homebot with Tucker Haas

    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

    LEARN MORE ABOUT M1 ACADEMY COACHING

    If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW. And JOIN the M1A Text Community: 214-225-5696

    16 July 2024, 12:00 pm
  • 41 minutes 28 seconds
    203 Amplifying Relationships with Ryan Hills

    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

     

    LEARN MORE ABOUT M1 ACADEMY COACHING

    If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW. And JOIN the M1A Text Community: 214-225-5696

    9 July 2024, 12:00 pm
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