Mortgage Marketing Expert

Phil Treadwell
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Sep 2, 2020 • 28min

089 Sales Mastery with Todd Duncan

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 Todd shares some incredible wisdom about how real estate and mortgage professionals should structure their business for profitability and efficiency, not just arbitrary numbers or goals. Todd shares how Sales Mastery has had over 100,000 attendees through the years, and why it's had such a huge positive impact on everyone who's attended. CLICK HERE to get discounted tickets to Sales Mastery, a discount only available through the Industry Syndicate. Discounted Sales Mastery tickets: http://www.industrysyndicate.com/salesmastery If you are enjoying the podcast, please take a second and LEAVE US A REVIEW. MME is a founding member of the Industry Syndicate Podcast Network - download the Industry Syndicate mobile app in Apple & Google app stores.
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Aug 31, 2020 • 28min

088 Authentic Automation  with Nate Joens

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 real estate agents, loan originators and other sales and marketing teams. Nate has been a featured speaker on Inman, published in NAR Magazine, industry podcasts, and hosts theisaradio.com podcast. Join the MME Text Community: 214-225-5696 If you are enjoying the podcast, please take a second and LEAVE US A REVIEW. MME is a founding member of the Industry Syndicate Podcast Network - download the Industry Syndicate mobile app in Apple & Google app stores.
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Aug 24, 2020 • 35min

087 Customer Experience  with Matthew Black

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 networking sites for MTV and Viacom, then DoubleClick, which was acquired by Google. As a 2X startup founder, he coined his path as a Hackerpreneur - hacking growth and building products that users love. At Mav, Matthew works with Fintech companies looking to leverage automated texting to acquire and nurture customers. Join the MME Text Community: 214-225-5696 If you are enjoying the podcast, please take a second and LEAVE US A REVIEW. MME is a founding member of the Industry Syndicate Podcast Network - download the Industry Syndicate mobile app in Apple & Google app stores.
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Aug 17, 2020 • 42min

086 Follow Up & Automation with Spencer Dusebout & Brannon Lee

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 Others, which helped bring clean water to over 300,000 people in 17 countries around the world. He has also started several tech companies spanning lead generation, artificial intelligence, and customer resource management tools. His most recent venture is Daily AI, an intuitive and powerful tool to manage daily sales tasks Brannon Lee Chavez's entrepreneurial mindset has been focused on the Real Estate and Mortgage Industries since 2012. He holds degrees in Mathematics, Marketing, and Business from the University of Nevada, Las Vegas. After obtaining his real estate license an To get a FREE demo of Daily AI go to: dailyai.io/ JOIN the MME TEXT COMMUNITY: 214-225-5696 If you are enjoying the podcast, please take a second and LEAVE US A REVIEW. MME is a founding member of the Industry Syndicate Podcast Network - download the Industry Syndicate mobile app in Apple & Google app stores.
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Aug 13, 2020 • 49min

085 Top Producer Series with Mason-McDuffie Mortgage

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 growing a database of customers and Realtors, keeping up with the changes in the industry, how to solidify relationships in a virtual world without in-person contact, and the importance of getting to the customer first. CHECK OUT MGIC's Loan Officer Hub: bit.ly/2NNgGKA JOIN the MME TEXT COMMUNITY: 214-225-5696 If you are enjoying the podcast, please take a second and LEAVE US A REVIEW. MME is a founding member of the Industry Syndicate Podcast Network - download the Industry Syndicate mobile app in Apple & Google app stores.
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Aug 4, 2020 • 39min

084 Trust & Attention with Dave Your Mortgage Guy

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 with Legend Home Lending, AKA Dave Your Mortgage Guy. Dave is a Top Producer, he's written national articles and interviewed been interviewed by major media outlets including Fox Business. CHECK OUT MGIC's Loan Officer Hub: bit.ly/2NNgGKA JOIN the MME TEXT COMMUNITY: 214-225-5696 If you are enjoying the podcast, please take a second and LEAVE US A REVIEW. MME is a founding member of the Industry Syndicate Podcast Network - download the Industry Syndicate mobile app in Apple & Google app stores.
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Jul 23, 2020 • 38min

083 Creating Micro-Content with Kate Bradley Chernis

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, which uses AI to instantly transform podcasts, videos and any online news articles or blogs into dozens of social posts that are automatically pre-vetted to resonate with your target audience. As a former marketing agency owner, Kate initially created the idea for Lately out of spreadsheets for then-client, Walmart, and got them a 130% ROI, year-over-year for three years. Prior to founding Lately, Kate served 20 million listeners as Music Director and on-air host at Sirius/XM. She's also an award-winning radio producer, engineer and voice talent with 25 years of national broadcast communications, brand-building, sales and marketing expertise. For a Free Demo & 10% OFF of Lately, go to: bit.ly/2Bse16w JOIN the MME TEXT COMMUNITY: 214-225-5696. And if you are enjoying the podcast, please take a second and LEAVE US A REVIEW. MME is a founding member of the Industry Syndicate Podcast Network - download the Industry Syndicate mobile app in Apple & Google app stores.
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Jul 16, 2020 • 34min

082 Minimize Time & Maximize Value with Ben Smidt

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 management of MGIC's digital marketing strategy across the enterprise. This includes establishing a clear vision for all digital marketing initiatives and providing strategic direction for the company's digital and social media marketing efforts. His primary goal is to increase brand awareness and improve user experience (UX). CHECK OUT MGIC's Loan Officer Hub: bit.ly/2NNgGKA JOIN the MME TEXT COMMUNITY: 214-225-5696 If you are enjoying the podcast, please take a second and LEAVE US A REVIEW. MME is a founding member of the Industry Syndicate Podcast Network - download the Industry Syndicate mobile app in Apple & Google app stores.
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Jul 9, 2020 • 25min

081 Collaboration & Operations with Leora Ruzin

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 lending for 13 years and holds the designation of "Certified Mortgage Banker' from the Mortgage Bankers Association. Leora is an advocate for common-sense mortgage lending practices and is passionate about advances in first-time homebuyer and low-to-moderate income lending programs. Leora holds an Associate's degree in Accounting, a Bachelor's Degree in Business Management, and is a veteran of the United States Army. She lives in Modesto, CA with her husband and daughter. JOIN the MME TEXT COMMUNITY: 214-225-5696 If you are enjoying the podcast, please take a second and LEAVE US A REVIEW. MME is a founding member of the Industry Syndicate Podcast Network - download the Industry Syndicate mobile app in Apple & Google app stores.
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Jul 2, 2020 • 47min

080 Video & Branding with The Mortgage Nerd

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 top mortgage professionals for 4 straight years. She is a top 1% originator in the US, as well as a Certified Mortgage Planner. In 2006, Denise received her Series 6 and Series 63 investment licenses so that she could further help clients position themselves in a better financial position. She's a native Texas and graduate of Texas A&M and lives in the Dallas area. Special Offer for FREE lead connections with our podcast partner BUNDLE, go to: bundleloan.com/loan-officer/mme Check out the Loan Officer Hub: bit.ly/2NNgGKA Watch the Mortgage Nerd & Mortgage Geek webinar: https://bit.ly/3gai71E JOIN the MME TEXT COMMUNITY: 214-225-5696. And if you are enjoying the podcast, please take a second and LEAVE US A REVIEW. MME is a founding member of the Industry Syndicate Podcast Network - download the Industry Syndicate mobile app in Apple & Google app stores.

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