Second Opinion Loan Officer Podcast

MoveTube is a new approach to bringing value, and quite frankly (no pun intended), one of the best referral partner strategies I've seen in a very long time. I'm joined this week by Frank Garay and Kevin Bilberry of MoveTube, and I'm being shown this new strategy for the very first time. So, yes, this is my attempt at a reaction video on YouTube that's all the rage. I'm giving...

There are three AI platforms that every mortgage marketer should know if you're interested in taking your game to the next level. I use these three AI platforms almost every day. In this quick overview (it's not actually that quick!), we look at ChatGPT, Google's Bar, and Anthropic's Claude.ai. I share use cases and examples for each platform. You can access the Mortgage Marketing...

Collaboration and Community got me through the challenging market in 2008, which is exactly what I prescribe for mortgage and real estate professionals in today's market. To this day, I have several very deep and valuable relationships from those days, sitting in circles with other mortgage and real estate professionals, talking about what's working, what's not, and what we should be f...

Claude.ai chatbots for loan officers will be essential to your daily mortgage business once you discover how much time it can save you! In this video, I do a quick review of the previous Claude.ai, which used my DISC profile and Marketing DNA test results to craft lead generation ideas and, most importantly, management and motivational ideas for loan officers dragged down by this complicated marke...

AI-Assisted Mortgage Marketing will give an advantage to modern mortgage marketers over loan originators who do not embrace AI's power in their business. In this video, I interview Chris Johnstone of Connection, Incorporated. Chris is a very early adopter of the Go High Level CRM platform and has one of the most brilliant marketing brains in the mortgage industry. We talk about the two things...

Content Creation for Mortgage Transactions takes on many forms. In this episode, I am joined by Rebecca Foote, a mortgage loan officer who really "gets it" regarding content creation! Rebecca, driven by her faith and passion for education, thrives in a tough market by lifting those around her and sharing her experience and expertise. I've been following Rebecca's journey for only...

Mortgage marketing with ChatGPT is the topic today. You must "train" ChatGPT every time you start a new chat. Today, I will show you three ways to train ChatGPT how to create mortgage marketing content. Once ChatGPT is trained on a particular topic, you can ask it to produce various content and marketing pieces. The quality of the content will depend on how well you train it upfront. The...

Financial education is the most important thing we can focus on as mortgage professionals in today's market. Millennials and even Gen Z homebuyers will make up most real estate transactions for at least the next few years. Brian Vieaux, President of Finlocker, joins me in this video to demonstrate how to use modern marketing tools to engage with early-entry, tech-savvy first-time homebuyers. I...

Agent Profit Plan is an extraordinary success strategy rolled out by legendary industry branding expert Tim Davis of The Originator's Guide In this interview, I talk to Tim about his humble beginnings and what drives his passion and creativity. Even if you never use any of Tim's ideas or products, you cannot help but be motivated and inspired by his story and his success! I highly encourag...

Mortgage Marketing Outsourcing is not everyone's first choice, but in many cases, it's necessary. With the market slowdown, Dan Smokoska was downsized after running the marketing department for a large retail lender for years. I started hearing about Dan several months ago as he embarked on a really smart and effective LinkedIn strategy to launch his new effort to make his marketing chops...

Sales, they say, is a numbers game. But what happens when the numbers no longer add up? That's how many feel in the mortgage industry today. Andrea Mai is a good friend of mine and a wonderful human being with a servant's heart. In this video, we talk about how to lead with your humanity and serve others through education and empowerment. Andrea has written two books, The Calm Homebuyer&#3...

Mortgage Lead Generation is something that many loan officers are trying to implement into their business channels in 2023. However, it's not as easy as just "buying leads," as many have discovered. I'm joined this week by Jason Frazier, a long-time consumer direct marketer. I In this conversation, Jason shares his career insights, wisdom, and best practices for making this busin...

In this video, I use Claude.ai to Deliver DISC Driven Results in your mortgage business. Whether you are a loan originator or a manager of loan originators, I think this will be as eye-opening and jaw-dropping for you as it was for me. Claude.ai is a newly public AI platform created by some of the original employees of ChatGPT. What's different about this AI platform is that it allows you to u...

Short-form video secrets from marketing expert Mike Faraci will take your social media game to the next level. I often get the question, "Should I be doing a short-form or long-form video?" The answer is YES - Both is the right answer. It's not a matter of one or the other. They serve different audiences and deliver different messaging. I really enjoyed talking to Mike. He's got...

2023 HELPER Act Update - We've launched the OFFICIAL Helper Act communication group on Facebook this week. The group is open to everyone who is passionate about helping First Responders and Teachers afford to live in the communities they serve. https://www.facebook.com/groups/643244551014871 Sam Royer and I discussed his visit to Washington, D.C., this week and where we need the most help educ...

Content marketing is something that everyone "wants to do," but there are a million reasons why you don't. With AI tools like ChatGPT and Google Bard, there's no excuse for coming up with topics or repurposing content to amplify your reach. Content marketing is just a matter of perspective. Content is just a documented conversation. We create content every day. Every time we talk...

AI Assisted Consumer Direct Lead Generation Strategies will generate leads today and, more importantly, loans and referrals far into the future. In this video, I invite you to attend four AI Assisted Consumer Direct Lead Generation Strategy classes I will offer in July 2023. These strategies are designed to not only start conversations about cash out and purchase financing opportunities today, but...

LIVE Homebuyer Marketing Webinar - Tuesday, June 20th - 11am PT / 12pm MT / 1pm CT / 2pm ET Register for this FREE Webinar on LinkedIn: https://www.linkedin.com/video/event/urn:li:ugcPost:7072353638177787904/ Note: You may have to be logged into LinkedIn to register. ------------------------------------------------ I am going to show you how to use Google Bard and ChatGPT to: - Find high-intent ho...

Cash Out Refinance Leads can be generated if you're smart about your targeting and your messaging. In the last episode, we used Google's Bard AI engine to find the States and Counties with the highest amount of credit card debt in 2023. In this video, we are building a content strategy to capture and convert those cash-out refinance leads! Using the geographic and demographic targeting we...

HELPER Act Content & List Building Strategy is the next step in this newsjacking marketing strategy. If you didn't watch part one of this series, I highly recommend it so you understand why this specific topic is so powerful and cannot be ignored as a list-building strategy. To recap, we are positioning ourselves as the authority and news "source" for information about a powerful...

Cash Out Refinance market research is the topic of today's video. Let's face it, this market is tough. Homeowners are not refinancing because they want to, but there are many that have to. Life events, divorce, emergencies, home repairs, and debt consolidation are just some of the reasons why a homeowner would do a cash-out refinance in this market. I'm going to briefly cover some of t...

Today, we're Newsjacking the HELPER Act, which is a NO Down Payment FHA loan being considered in Congress right now. This is a tremendous opportunity to fill your pipeline right now, and establish yourself as an expert, an educator, and the "go to" person for information about this incredible loan program. In this video, I review the HELPER Act, discuss why this is such a powerful ni...

Mortgage CRM questions are the topic of much debate between newer loan officers and old veteran originators that remember the good old days! In this video, I talk to a mortgage originator and tech geek friend, Brad Brondt, about a CRM he built on Go High Level over the past 2+ years. He's got a brilliant, methodical mind that I think you'll appreciate. Brad's thought process is a great...

Who is [your name] in the [your industry] - Try typing this into ChatGPT. Does AI know who you are? Discover how to harness the power of AI to create a stunning, professional mortgage bio that truly reflects your unique brand and values! In this video, we dive into the world of ChatGPT. This advanced AI tool can help you write bios that stand out on social media platforms like Facebook, LinkedIn,...

Discover the brilliant strategy behind "New Home Adventure," a children's book designed to help families navigate the emotional journey of relocating. In this episode, I interview author Ginger and discuss how the book can be an effective marketing tool for mortgage professionals and real estate agents. "New Home Adventure" features two heartwarming stories about families a...