Mortgage Marketing Expert

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 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

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 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

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 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

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 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

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/ 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

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

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

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 LEARN MORE ABOUT M1 ACADEMY COACHING If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and JOIN our text group: 214-225-5696

In this insightful episode, Phil Treadwell sits down with Co-Founder of New Story Lending, Juan Rodas to explore his mortgage career and the innovative approach to the mortgage industry that is writing a new story for their clients and the industry at large. Don't miss this inspiring episode or the next as we talk with Juan's Co-Founder, Shane Miller! 00:25 - Meet Juan Rodas 01:40 - Juan's Mortgage Journey 04:30 - A New Story 06:00 - It's Not How Long You've Been in the Business 08:30 - Don't Be Afraid to Fail 12:25 - Opportunities in Every Market 15:50 - Juan's New Story 22:05 - Building a More Relevant Mortgage Industry 28:35 - Incentivizing Affordability 36:15 - Do It Old-School 38:35 - Connect with Juan & New Story: NewStoryLending.com | @thejuanrodas LEARN MORE ABOUT M1 ACADEMY COACHING If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and JOIN our text group: 214-225-5696

In this milestone 200th episode of Mortgage Marketing Expert, host Phil Treadwell celebrates by giving you a peek at his new podcast, "Business of Success," with a compelling interview featuring Mark Perkins, the founder and CEO of Pivot Realty. This episode delves into Mark's dynamic approach to real estate, exploring his journey from starting Pivot Realty to becoming a leader in the industry. Mark shares valuable insights on entrepreneurship, strategic growth, and the mindset required to achieve success while balancing life's demands. Don't miss this special episode that offers inspiration for anyone looking to excel in their field. Episode Breakdown: 00:20 - The Business of Success 05:50 - How Mark Perkins Defines Success 09:25 - Where Fulfillment Fits In 11:30 - A "Why" is Important 13:40 - Success is Hard 16:45 - Commit to Your Outcome When You Start 17:50 - Life Doesn't Go to Plan 20:30 - Entrepreneurship Advice 24:15 - Intraperneurs 26:20 - Going All In, While Going All Out 28:35 - What the Uncommon Have in Common 33:30 - Can Greatness Be Taught 37:05 - You Win or Your Learn 41:20 - The Role of Failure 46:05 - No Regrets 49:25 - Would You Have Done It the Same Way? 51:45 - How Mark's Why Evolved 54:05 - Do the Work 60:05 - Believe in the Outcome 62:50 - Care About Other People More than Yourself Connect with Mark Perkins: Instagram | Necessary Entreprenuer Podcast LEARN MORE ABOUT M1 ACADEMY COACHING If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and JOIN our text group: 214-225-5696