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In this episode, Kelly Yale chats with Geoff Zimpfer to share actionable insights on building meaningful relationships with real estate agents, optimizing customer experiences, and navigating the ever-changing mortgage landscape. They discuss:
Why understanding your customer's journey is key to success.How to build trust and add value to Realtor partnerships.The importance of preparation and intentionality in sales meetings.Using social media to connect authentically with referral partners.Long-term marketing strategies for 2025 and beyond.Whether you're a seasoned loan officer or new to the industry, this episode is packed with practical advice to help you thrive in today's market.
Episode Resources:
Listen to Kelly's Podcast
Take the Realtor Referral Quiz
Learn More About myAgent Classes
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In this conversation, Dan Smokoska shares insights on leveraging LinkedIn for business growth, in the mortgage industry. He discusses the unique advantages of LinkedIn over other social media platforms, emphasizing the importance of authenticity, engagement, and consistent content creation.
The discussion also covers strategies for finding referral partners, utilizing LinkedIn Navigator for targeting, and the evolving nature of content that resonates with audiences on LinkedIn.
Key Takeaways:
LinkedIn is a powerful platform for generating revenueEngagement rules differ significantly on LinkedInFinding referral partners on LinkedIn requires a tailored approach.Video content is gaining traction but written content still performs well.Episode Resources:
Connect With Dan on LinkedIn
Join the Podcast Private Community
Leave Us a Review
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In this conversation, Nicole Perrone shares her extensive experience in the mortgage industry, emphasizing the importance of adapting to market trends, diversifying product offerings, and leveraging technology to build relationships.
Nicole also highlights the need for geographical diversification among loan officers and the significance of providing exceptional client service.
The conversation culminates in her initiative, the Billion Dollar Banker brand, aimed at attracting new talent to the mortgage industry and inspiring loan officers to elevate their business.
Connect With Nicole:
LinkedIn
Instagram
YouTube
Review the Podcast
Ready to Double Your Agent Referral Without Cold-Calling or Chasing Agents? Learn more about myAgent Classes here.
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In this episode, host Geoff Zimpfer addresses a listener's question about maintaining relationships with real estate agents after an initial meeting. He emphasizes the importance of setting the right context for meetings, understanding the relationship dynamics, and following up effectively.
Listen in to get actionable strategies to enhance your interactions with REALTORS, including the need for clear next steps and delivering value to foster long-term partnerships.
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In this conversation, Coach Michael Regan shares insights on the coaching process, emphasizing the importance of mindset, humility, and vision in individuals seeking coaching.
He discusses the common traits of coachable individuals and the significance of preparing for market changes, particularly as they approach Q4. He emphasizes the need for role reflection and planning, the value of feedback, and the significance of maintaining a strong foundation in the face of new technologies and trends.
Regan also shares insights on his podcast, Building Bigger Lives, and his passion for songwriting, highlighting the intersection of personal and professional growth.
Episode Resources:
Listen to Michael's Podcast
Building Champions Coaching
Double Your Agent Referrals in 90 Days
Leave Us a Review
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In this conversation, Dan Rawitch, CEO of University of Options, discusses his mortgage industry background and current role as a trader and economist. He provides insights into market analysis, economic forecasting, and the impact of Federal Reserve actions on interest rates and inflation.
The discussion also covers the dynamics of the housing market and the importance of supply in driving prices. Additionally, Rawitch introduces his trading platform, University of Options, which offers strategies for income generation through trading options and futures. The conversation concludes with thoughts on the community aspect of trading and the potential for financial growth.
Episode Resources:
University of Options
Double Your Agent Referrals in 90 Days
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In this episode, Geoff Zimpfer discusses strategies for mortgage professionals to thrive in a changing market. He emphasizes the importance of building relationships with real estate agents, diversifying sources of business, and leveraging personal branding to attract referrals.
Special guest Brian Weiss shares insights from his experience and contributions to the industry, providing actionable takeaways for listeners.
Takeaways
Building relationships with real estate agents is crucial.Diversifying your sources of business is essential for success.Personal branding can help attract more referrals.Hosting classes can introduce you to new agents.You need a larger network of referral partners.The average loan officer has too few agents on their roster.Using proven processes can yield significant results.Engagement and conversations are key to building business.Combining traditional and modern methods is effective.Success stories from the community can inspire action.Episode Resources:
Brians Website
Action Plan Facebook Group
Connect With Brian on LinkedIn
CoLab Lending Franchise
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Learn More Here
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In this episode of the Mortgage Marketing Radio podcast, host Geoff Zimpfer discusses the importance of planning for Q4 and shares key insights from a recent workshop with Alex and Leila Hormozi of Acquisition.com.
He emphasizes the need for mortgage professionals to assess their time management, identify value detractors in their business, and diversify their sources of leads to ensure sustainable growth. Zimpfer also highlights the significance of understanding business risks and the importance of measuring key performance indicators to optimize conversions.
The episode concludes with strategies for building relationships with real estate agents and enhancing brand visibility.
Takeaways
Plan for the remaining 58 working days of the year.Invest in learning from industry leaders like Alex Hormozi.Identify and mitigate value detractors in your business.Understand the risks associated with key customers and channels.Diversify your sources of business to reduce dependency.Measure your key performance indicators to improve conversions.Focus on solving the primary constraints in your business.Allocate resources effectively to address business challenges.Build relationships with real estate agents for referrals.Aim to become a well-known figure in your local market.Episode Resources:
Acquisition.comAcquistion.com
Alex Hormozi YouTube
Learn More About myAgent Classes
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In this episode, we're sharing a behind-the-scenes listen into our private community of Loan Officers. Every week we meet up for coaching, accountability, and developing our skills and mindset.
Once per month, we bring in a special guest expert. This month our special guest is Instagram marketing expert Jen Herman, recognized as one of the top Instagram experts worldwide.
Jen shares her insights on the importance of Reels, the latest changes to Instagram metrics, and how to leverage hashtags for both Instagram and Google search engine optimization (SEO).
Learn why posting frequency, quality content, and specific hashtags can make all the difference in reaching your audience.
Key Takeaways:
Reels for Reach & Engagement:
Short Reels (<30 seconds) are key for reaching new audiences, while longer ones engage current followers. Always include a headline or text in the first second to capture attention.New Instagram Metrics:
Instagram now prioritizes views, but reach (unique viewers) is still the most reliable metric for growth and content analysis.Hashtags & SEO:
Use 20-30 relevant hashtags in captions to boost Instagram and Google rankings. Focus on specific, niche tags over broad ones like #realestate.Quality Posting Strategy:
Post three to five times a week, mixing Reels, feed posts, and carousels. Quality matters more than quantity, so ensure content resonates with your audience.Boosting Google SEO:
Enable settings to make Instagram posts searchable on Google, and use keyword-rich captions to improve discoverability on both platforms.Episode Resources:
Follow Jenn Herman on Instagram
Learn More About Our Private Community & Coaching
Double Your Agent Referrals in 90 Days
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In this conversation, Jonathan Mast and Geoff Zimpfer discuss the practical applications of AI, specifically ChatGPT, in various business scenarios.
They explore how AI can be used to collaborate, generate content, and improve productivity. Mast shares tips on getting better output from AI, including using frameworks and training the models to reflect your tone and style.
Mast provides a four-step framework for effective prompting and emphasizes the value of collaboration with AI. Jonathan emphasizes the importance of getting started with AI early to gain a competitive advantage.
Connect With Jonathan
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See How Loan Officers Are Getting Agent Referrals On Demand
See the Success Stories Here
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James Dwiggins, CEO of NextHome, discusses the impact of the NAR settlement on the real estate industry. He shares that companies that were prepared and ahead of the changes have been able to navigate the new rules effectively. However, many are still struggling to understand and adapt to the changes.
Dwiggins predicts a 20-40% exodus of real estate agents due to the decoupling of compensation. He emphasizes the importance of educating sellers on the benefits of not offering buyer compensation upfront and instead considering all offers based on net proceeds. He also highlights the role of loan officers in helping buyers finance agent fees when the seller is not paying.
There may be a 20-40% exodus of real estate agents due to the decoupling of compensation.Educating sellers on the benefits of not offering buyer compensation upfront can lead to better net proceeds.Loan officers play a crucial role in helping buyers finance agent fees when the seller is not paying. Collaboration and education are key in the real estate industry to address confusion and provide clarity to consumers.Buyers should be educated about the changing landscape and the options available to them, including the role of buyer representation and the potential risks of being unrepresented.Providing value and a full-service experience to buyers is crucial in today's market, and offering additional services and convenience can differentiate agents.New business models, such as flat fee services, may gain market share depending on how well buyers agents explain compensation and the value of a full-service experience.Episode Resources:
Connect With James on LinkedIn
Learn More About Rayse
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Katie Grimes is the #1 Female Loan Officer in Kansas and a Top 100 Female Loan Officer in the Nation. She emphasizes the importance of authenticity and creating deep connections with referral partners.
While social media is valuable for branding and visibility, she believes that REALTOR referrals are the most direct route to clients who need her services. She emphasizes the need for trust and communication in these partnerships and shares strategies for staying top of mind with agents.
Katie also discusses the NAR situation and how she supports agents through the changes. Check the links below for resources mentioned in the podcast.
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Episode Resources:
Connect With Katie on Instagram
Katie's Website
GO Coaching
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Book Your Call With Geoff Here
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In this episode, Geoff Zimpfer shares some personal updates and then dives into key takeaways from the recent Forward Event. He emphasizes the importance of building a personal brand, attracting attention and providing proof over promises.
Geoff also offers practical strategies for loan officers to partner with real estate agents and generate more business, such as sharing proof of pre-approved buyers and following up with open house attendees. He encourages listeners to take advantage of the current market conditions and insert themselves into the conversation around the NAR settlement.
Episode Resources:
Sharran's YouTube Channel
Podcast Facebook Group
Get More Agent Referrals!
Book Your Call With Me Here
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Today's episode is me with my first recap of the Forward Event. I've attended the event for three years in a row and this year's event was the best yet.
The Forward Event is hosted by my friends Neel Dhingra and Trevor York.
The first speaker for day one was Rory Vaden with Brand Builders Group. Rory emphasizes that a personal brand is the digitization of your reputation and it is crucial for building trust, especially in industries like mortgage and real estate.
In this episode, I share my key takeaways from Rory's talk. This is a good one you'll want to take notes for reference later.
Key takeaways:
Personal branding is the digitization of your reputation and is crucial for building trust in today's market.Focus on one to three social media platforms where you already engage and stop trying to be everywhere.Identify the problem you solve and become an ambassador for it.Collect testimonials and reviews to build trust and credibility.I'll be doing a recap of key takeaways from the Forward Event speakers each week as a bonus podcast episode.
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In this insightful episode of Mortgage Marketing Radio, I sit down with special guest Brian Covey, Executive Vice President at Revolution Mortgage. Brian shares his wealth of experience and knowledge, offering valuable advice for professionals in the mortgage industry and beyond. As a former pro soccer player and Olympic team member, Brian draws fascinating parallels between the worlds of sports and business.
Connect With Brian:
Website
LinkedIn
Instagram
Ready to double your agent referrals without cold-calling or chasing? Lead with education and attract agent referrals on demand.
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Raquel Borras, is the external brand communications manager at New American Funding. She emphasizes the importance of being genuine and true to oneself while maintaining a professional nature.
Raquel shares her journey of establishing her personal brand on LinkedIn and how she incorporates her fun and goofy side into her content. She also highlights the shift towards video content on LinkedIn and the power of video in connecting with the audience.
We also discuss the impact of social media on younger generations and the responsibility of content creators to educate and guide them.
Key Takeaways:
Personal branding on LinkedIn is about sharing who you are in a genuine and authentic way.Being transparent about your journey and starting point can help build trust and engagement with your audience.While LinkedIn allows for a more relaxed and fun approach, it's important to respect the platform's professional nature.Video content is becoming increasingly popular on LinkedIn and allows for a deeper connection with the audience.Finding a balance between educational and entertaining content can help establish credibility and engagement on LinkedIn. Be authentic and in the moment when creating content.Enjoying the Podcast?
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Episode Resources:
Connect with Raquel on LinkedIn
Check Out Raquel's YouTube Channel
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Today we're hanging with Dustin Owen, VP of Eastern Division Sales at Waterstone Mortgage, to discuss the keys to success in the mortgage industry, the importance of endurance, and how to thrive in today's market.
Dustin dives deep into the fundamentals of building a successful mortgage career. He emphasizes the importance of having 10 meaningful conversations a day, following theme days, and engaging in consistent activities to build a robust business.
Tune in to hear insights on building meaningful relationships, maintaining a positive mindset, and leveraging opportunities in the mortgage space.
Dustin introduces the TLOP MLO Coaching Community and shares how it provides valuable resources and support for mortgage professionals. He explains the concept of the blueprint and how it helps loan officers achieve their goals.
Connect with Dustin Owen:
YouTube: The Loan Officer PodcastWebsite: TLOP OnlineLinkedIn: Dustin Owen on LinkedInEnjoying the Podcast? Leave Us a Review!
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In this episode I meet up with my friend Josh Pitts and discuss the importance of consistent content creation on social media for mortgage professionals. The focus is on personal connections and community engagement rather than constantly promoting mortgage-related content.
We talk about Josh’s new Shredit app, which simplifies the video editing process for social media content. We wrap up with a discussion about Josh's new adventure of sailing around the world with his family. It’s an incredible journey so make sure you listen to the end.
I've been using Josh's new app and it's saving me lots of time and frustration with creating and posting videos to social media.
Check out the new Shredit App: CLICK HERE.
Use the PROMO CODE: RADIO to save 15%
Episode Resources:
Follow Josh on Instagram
Check Out the SHREDit App
*Use PROMO CODE: RADIO to save 15%
Double Your REALTOR Referrals
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In this episode, I share a few of the biggest takeaways from the recent Mastermind Summit in Las Vegas. I'll discuss strategies and tactics for closing out the year strong in the mortgage industry. We review the importance of executing the fundamentals, such as building relationships with referral partners, having conversations, and staying in front of agents consistently. We also highlight the need to evaluate and improve accountability metrics, focus on controllable factors, and fall in love with the process rather than the outcome.
Highlights:
Implementing classes and education can help generate business and increase realtor referrals.Executing the fundamentals, such as building relationships and having conversations, is crucial for success in the mortgage industry.Evaluating and improving accountability metrics can drive business growth.Focusing on controllable factors and falling in love with the process leads to long-term success.Consistency and persistence are key in achieving desired results.Episode Resources:
Double Your Agent Referrals in 90 Days
Join the Podcast Facebook Group
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YouTube
Instagram
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In this episode, we talk with Scott Payne from Shape CRM to discuss the importance of standing out in business and optimizing lead management for loan officers. Scott shares his journey of becoming memorable in the industry through his unique personal branding, which includes wigs, humorous t-shirts, and fitness videos.
**Top 5 Keys You'll Learn**
1. **Being Memorable:** Find out how Scott used unique outfits, including wigs and muscle shirts, to create a personal brand that stands out in business events and conferences.
2. **Serving the Community:** Learn how Scott turned morning school drop-offs into a positive and impactful experience, even involving fun videos with his kids!
3. **Fitness & Business:** Discover the connection between Scott's fitness journey and his professional life. He shares how quitting alcohol and focusing on fitness helped him improve personally and professionally.
4. **Shape CRM:** Get the lowdown on the Shape lead management system and how it prioritizes tasks, saving loan officers two hours per day and significantly boosting efficiency.
5. **Flexibility & Tech Insight:** Understand the diverse uses of CRM systems across industries and the benefits of Shape's flexible, no long-term commitment approach.
**Fun Fact from the Episode:**
Scott's choice to wear a wig and business attire at conferences was inspired by the positive response to his playful "Fun Here Friday" videos. Plus, each wig comes with a touching backstory connected to his father's experiences.
Notable Quotes:
"Being memorable is not just about standing out, it's about making a positive impact on those around you." - Scott Payne
"The right CRM system can give you the most precious resource back—your time." - Geoff Zimpfer
Episode Resources:
Check Out Shape CRM
Double Your Agent Referrals
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