Mortgage Marketing Expert

I'm excited to share this special bonus episode where my fellow Industry Syndicate co-founder Dustin Brohm and I interview Todd Duncan, creator of Sales Mastery. Industry Syndicate has teamed up with Todd Duncan for Sales Mastery, the longest running event in the mortgage industry.  For the first time ever the Sales Mastery event is happening VIRTUALLY on September 16-18, 2020. In this episode Tod...

In this episode I sit down with another technology entrepreneur, Nate Joens.  We talk about converting more leads through automated follow-up, how to create more authentic automation, and the importance of systemizing your lead follow up process. Nate Joens is the Co-Founder and CEO of Structurely, the leading conversational artificial intelligence (AI) lead nurture and qualification product for r...

In this episode I interview a technology entrepreneur and recent mortgage borrower, Matthew Black.  We talk about how to create a relevant mortgage experience, the best way to balance price and value, and using technology to replace yourself and automate the process. Matthew Black is the Founder and CEO of Mav. With 15 years in tech, he cut his teeth developing some of the world's first social net...

In this episode I talk with two tech entrepreneurs Spencer Dusebout and Brannon Lee.  They are two of the founders of Daily AI, which is a CRM that is changing the way mortgage and real estate professionals contact, follow-up and communicate with clients and referral partners. Spencer Dusebout is an avid entrepreneur and relentless learner at heart. At 16 Spencer co-founded the nonprofit Hands 4 O...

This is the first of an episode series that I'm going to start doing throughout the next few months where we bring in a few top producers from companies and ask how they became top producers in the industry. Number one in the series is top producers from my current company Mason-McDuffie Mortgage: Tom Parke, Kathy McAlpine and Victor Romero We take time to talk about the value of starting and grow...

In this episode I get to interview a guy I've been bumping into on social media for years, David Krichmar aka Dave Your Mortgage Guy. He and I talk about how to scale a personal brand on social media, the best ways to navigate a busy mortgage environment, and the importance of focusing long-term. David Krichmar has been in the mortgage industry since 2001 and is an award-winning Mortgage Banker wi...

In this episode I have a fun conversation with content expert, Kate Bradley Chernis. She and I talk about how to take long-form "pillar" content and break it down into smaller pieces of "micro" content to use on social media and across your marketing platforms, as well as the most efficient ways to create marketing content to build your business. Kate Bradley Chernis is the Founder & CEO of Lately...

In this episode I get to talk with a good friend of mine, and talented digital marketer, Ben Smidt. He and I take some time to talk about how originators can minimize time and maximize value, as well as the digital and social media marketing strategies that originators need to be focusing on right now. Ben Smidt serves as MGIC's Digital Strategy Director. He leads corporate development and managem...

In this episode I chat with Certified Mortgage Banker, Leora Ruzin. We talk about the collaboration between operations and sales, and how that can help you scale your business, as well as marketing ideas for educating home buyers and Realtors. Leora Ruzin, CMB is Director of Real Estate Lending at Valley First Credit Union & Managing Editor of Mortgage Women Magazine. She has been in mortgage lend...

In this episode I interview Denise Donoghue, or as most people know her, The Mortgage Nerd.  We talk about how to embrace your true self in branding, bonding with clients through the power of videos, and how a sense of humor will always be appealing and approachable. Denise Donoghue, aka the Mortgage Nerd, is a top-producing originator with Thrive Mortgage.  She has been voted one of D magazines t...

In this episode I interview the top real estate agent in Alabama, Ricky Carruth.  We talk about strategies to create new referral partner relationship, working with top producing Realtors, and how staying consistent and persistent over time is ALWAYS how you win. Ricky Carruth is the top real estate agent in Alabama. He started speaking, writing and coaching in 2017 through his "Zero to Diamond" f...

In this episode I have a very relevant conversation about gifts with Michael Athens.  We talk about how mortgage & real estate professionals can use gifts to create an amazing customer experience and build long-term relationships, as well as how to use them to wow potential clients & partners. Michael Athens has spent the last ten years helping Realtors and Lenders increase their reviews referrals...

In this episode I have one of my favorite marketing discussions to date with fellow podcaster Bradley Flowers.  We talk about the lesser known tactics for mortgage & real estate professionals to focus their marketing efforts on – including a unique LinkedIn strategy, the re-emergence of blogs, and of course podcasting. Bradley Flowers is a nationally recognized Insurance Agency Owner & Marketing E...

In this episode I have a fun branding & content conversation with Raquel Borras.  We discuss how to establish an emotional connection with your audience in your content, as well as how to engage with, and attract engagement from, social media posts. Raquel is the Chief Excitement Officer of True To You Branding. Her passion is to help you bring to life a personal brand that is "true to you"! Raque...

In this episode I have an awesome conversation with Scott Hudspeth, Founder of Agent Mastermind & Chief Strategist with Mortgage Marketing Animals.  Scott & I discuss referral & lead-capture strategies, as well as taking the fear out of rejection. Scott is the Founder & Chief Strategist of Agent Mastermind, the largest online Real Estate training group in the nation. He founded Agent Mastermind on...

In this episode I get chat with the entrepreneur's systems coach, Khai McBride.  Khai shares the importance of organizing your process, the value of choosing & utilizing the right system tools, and the power of having the right coach. Khai McBride is an expert in systems, database management, and mindset.  He thrives in helping mortgage professionals get unstuck by improving their business models,...

In this episode I chat with my good friend repeat MME guest, Dave Savage.  Dave shares how to go from a "white belt originator" to a "black belt advisor" as well as the importance of the importance of communicating effectively in your content. Dave Savage is the Founder of Mortgage Coach and the mobile marketing company SmartReply.  He has over 30 years as a mobile tech pioneer, and he is a renown...

This is a SPECIAL ANNOUNCEMENT EPISODE from Social Survey, with CEO Scott Harris & SVP of Client & Partner Relations Craig Pollock.  We announce the Top Performing Individuals & Top Performing Companies from 2019!  Awards are announced for the top small, medium, large, and jumbo company sizes, as well as the overall winner and remaining Top 10 from the Individual Performers category! SocialSurvey...

In this episode we have another repeat guest, and incredible industry leader, Dale Vermillion.  Dale and I talk about using the check-in, check-up, check-out strategy, as well as the ways mortgage professionals can be the bright spot in today's new economy . Dale Vermillion has 36-years of industry experience including 25 years as a speaker, trainer, and consultant.  Dale is one of the most truste...

In today's episode I interview a good friend and top producing Loan Officer, Dan Keller.  We talk about the tactics mortgage professionals should use to become a trusted advisor, as well as how to focus yourself and your business to succeed in today's market environment. Dan Keller is a top producing mortgage professional based in Seattle, Washington.  He has been a Top 1% Originators according to...

In today's episode we have another repeat guest and mortgage industry titan, Todd Duncan, and we discuss the mindset that it takes to build a business and create trust in today's market environment. Todd Duncan is a Sales & Leadership Entrepreneur with over 5 million students worldwide, and has written multiple NY Times best-selling books.  Todd is the Founder & CEO of The High Trust Company, and...

In this episode we welcome back a repeat guest form one of our most downloaded episodes, Steve Sims, who Forbes magazine called the Real-Life Wizard of Oz.  Steve and I talk about all that's happening in our industry with COVID-19 & how mortgage and real estate professionals can seize the opportunities that have presented themselves in today's world. Steve Sims is the CEO & Founder of The Bluefish...

In today's episode I get to talk to my friend and fellow mortgage professional Erin Bradley.  Erin has found & build a system for a unique way to help both mortgage AND real estate professionals not to be so dependent on leads. Erin Bradley is a mortgage lender, speaker and business coach. She's also a bestselling author of the book Pursuing Freedom, and host of the Real Estate podcast Pursuing Fr...

In today's episode I sit down with my good friend and fellow Industry Syndicate Co-Founder Dustin Brohm.  Dustin is a real estate marketer & Facebook ads expert, and we talk about how mortgage & real estate professionals can take advantage to increased social media attention & engagement caused by so many people staying home due to COVID-19 fears. Dustin Brohm is the host of the Massive Agent Podc...

Today's episode is with another good friend of mine, and one of the greatest mind's in the mortgage industry today, Casey Cunningham.  We talk about talent: specifically who's succeeding, the tangibles & intangibles originators need to be successful, and who the next wave of competitors is. With more than 30 years of diverse retail mortgage banking experience, Casey Cunningham is one of the most i...