Mortgage Marketing Expert

Phil Treadwell

Sought-after industry experts share first-hand experience & advice to help real estate & mortgage professionals build more modern and relevant business. MME podcast is hosted by Phil Treadwell. read less

151 Finding Your Niche with Dan Gandee
Nov 23 2022
151 Finding Your Niche with Dan Gandee
In this episode I have an engaging conversation with real estate investor and tech executive, Dan Gandee. We talk about Dan’s unique perspective on this market, how you can best position yourself in your market and the opportunities that exist even with high rates. Episode breakdown: 02:40 - Is there an affordability shift? 04:15 - Dan’s market perspective 08:00 - "What" is as important as "how" 09:30 - Positioning in your marketing 12:50 - Dan staked a position on probate 14:55 - The biggest limiting belief 18:10 - Finding your perfect client 20:50 - 90% nurture & 10% "I wanna buy!" 24:45 - Opportunities in this market 28:40 - Opportunity with high rates 32:25 - Biggest blind spot for real estate & mortgage pros? Dan Gandee is an active real estate broker, investor, and real estate marketing consultant. He owns two investment firms, a marketing agency, and serves as VP of Growth at a real estate technology startup based in the Silicon Valley. Dan has worked in all aspects of real estate and holds a Bachelor's Degree in Advertising from Kent State University. His diverse experience includes ground up new construction, design & build, asset management, landscape architecture, TOP 0.01% real estate brokerage, and $100M+ real estate multifamily hedge funds. “I’m still buying in this market, it’s the terms that I want. It’s good debt. Sometimes I want the debt more than the property…returns are my ultimate goal.” - Dan Gandee Find Dan on Instagram: @OregonRealEstateExpert LiftoffAgent.com ExitOregon.com   Make your Continuing Education easy and CHECK OUT Empire Learning!    If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and JOIN our text group: 214-225-5696
150 Turning Clients Into Superfans with Brittany Hodak
Nov 17 2022
150 Turning Clients Into Superfans with Brittany Hodak
In this episode I have a fun conversation with a good friend who is also a customer experience expert, Brittany Hodak. We chat through ways to future-proof your business with superfans, how to divide your time between finding new fans & serving existing ones, as well as the best ways to provide value and exceed expectations!   Episode breakdown: 01:50 - Brittany’s World Record 06:30 - Future-proof your business 08:55 - Chase new fans or serve current audience? 11:15 - The 3 Phases of Customer Management 13:45 - How to exceed expectations 19:05 - Explain the value you provide 21:00 - The long road to a book starts with…pizza 26:30 - The Platinum Rule   Brittany Hodak is an award-winning entrepreneur, author, and customer experience speaker who has delivered keynotes across the globe to organizations including American Express and the United Nations. She has written hundreds of articles for Forbes, Adweek, Success, and other top publications; she has appeared on programs on NBC, CBS, ABC, and CNN; and she has worked with some of the world’s biggest brands and entertainers, including Walmart, Disney, Katy Perry, and Dolly Parton. Entrepreneur magazine calls her “the expert at creating loyal fans for your brand.” Brittany’s debut book, Creating Superfans, will be in stores in January 2023.   “You’re going to get referrals, but not TODAY! You’ve got to be great at recruiting new customers, and you also have to be great at taking care of your existing customers.” - Brittan Hodak Get your copy of Superfans: BrittanyHodak.com/book   Make your Continuing Education easy and CHECK OUT Empire Learning!    If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and JOIN our text group: 214-225-5696
149 Share Yourself on Social with Katie Day
Nov 11 2022
149 Share Yourself on Social with Katie Day
In this episode I chat with a high-performing real estate pro and rock star social media expert, Katie Day. We talk about the best practices to have success using social media, ways to grow your business without being salesy, and the role that engagement plays in converting leads in closings!   Episode breakdown: 03:08 – How to have success with marketing 05:00 - Providing value instead of a sales pitch 07:25 - Does your content pass the DMV test? 08:25 - Katie’s origin story 12:00 - Mixing what you do with who you are 19:15 - Bad Realtor ad tropes 21:20 - What Realtors want from Lenders 28:25 - The role engagement plays in growth 31:05 - Creating deeper relationships 34:25 - Advice for mortgage pros   Katie Day is the Team Leader for Move Me To TX. She has an infectious personality and a love for educating people about real estate. From growing up in Maryland, attending University of Tampa in Florida to settling in the Houston area in 2011, Katie is always focused on assisting sellers preparing their homes for sale to obtain top dollar in a competitive market. She strives to recruit Real Estate agents and team members to better serve her clients.   “Whether they work with me or my competitor, at least they’re better educated. Because I don’t think we educate our clients well, either in the Mortgage space or the Real Estate industry.” - Katie Day Find more about Katie: movemetotx.com   Make your Continuing Education easy and CHECK OUT Empire Learning!    If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and JOIN our text group: 214-225-5696
148 One Million Jobs & Six Million Miles with Dennis Yu
Nov 8 2022
148 One Million Jobs & Six Million Miles with Dennis Yu
In this episode I chat with a incredible guy a met a few years ago, who also happens to be one of the foremost digital marketers in the world, Dennis Yu! He and I talk about the content hack for using video on ALL social media platforms, how to leverage the social algorithms to create attention, and the way to add assistants to your business without spending thousands! Episode breakdown: 00:00 – Intro 02:13 – Who is Dennis Yu 03:10 – Authenticity is the key 06:43 – The power of stories 07:47 – The Jake Paul Effect 12:10 – What to post 18:05 – How to build trust 21:05 – Tom Ferry digital masterclass 23:05 - Living a life of gratitude 28:20 – Dennis’ Guarantee 30:01 – The power of repurposing 36:12 – Automate content sharing 39:12 – Leveraging VA’s for growth 44:55 – Dennis’s VA academy Dennis Yu is the Chief Technology Officer for BlitzMetrics, as well as a former Search Engine Engineer and one foremost authorities on social media in the world today! He’s the co-author of the #1 best-selling book on Amazon for social media, “The Definitive Guide to TikTok Ads”.  He has spent a billion dollars on Facebook ads across his agencies and agencies he advises. He's often used as a resource and quoted on CNN, NPR, and in the Wall Street Journal, Washington Post, NPR, and LA Times. He’s spoken at over 750 conferences in 20 countries, having flown over 6 million miles in the last 30 years to train up young adults and business owners. Dennis is on a mission to create one million jobs via hands-on social media training, and partnering with universities and professional organizations. You can find him hiking tall mountains, eating chicken wings, and taking  oxygen baths. Virtual Assistant FB Group:    Hire a VA: Tom Ferry Dennis Yu Masterclass - A Master Class in Digital Marketing with Dennis Yu and Jason Pantana Dennis’ VA academy - If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and JOIN our text group: 214-225-5696
146 Go For Stupid with Steve Sims
Oct 7 2022
146 Go For Stupid with Steve Sims
In this episode I’m excited to welcome back 4-time guest, and my good friend, Steve Sims. In this episode we talk about defining mistakes so that you can fail forward, understanding what part of failure we are actually scared of, and how to create massive goals and Go For Stupid!  Episode breakdown:  00:00 – Intro   02:45 – Living a full life  04:44 – Defining mistakes  07:08 – Steve starts his podcast  10:37 – Elon Musk’s cyber truck  13:00 – An opportunity to unify  15:34 – Entrepreneur soap box moment   17:47 – What we are really frightened of  19:22 – London room full of failures   20:55 – Do you care what people think  22:41– Go for stupid  27:46 – Reactions to lofty goals  32:24 – People’s biggest blind spot  Steve Sims is the Founder of The Bluefish, a luxury experiential concierge firm, author of the best-selling book “Bluefishing” and is releasing his latest book “Go for Stupid” which asks the question, what would you achieve if you weren’t afraid of being laughed at?  In the age of “gotcha” culture, people are terrified to do anything that might be laughed at. Steve Sims is the exact opposite. In “Go For Stupid: The Art of Achieving Ridiculous Goals” Steve teaches you how to ignore what everyone else thinks and go for big, stupid, ridiculous goals.  From organizing a private dinner in front of Michelangelo’s David, to securing a tour of SpaceX led by Elon Musk himself, his accomplishments always start with the same questions: How far can I take this? What would make this a stupid achievement? Steve examines famously stupid goals in history, the key habits of successful people, and lessons from his own career to help you let go of your fear and get out of your own way.   PRE-ORDER HERE: amzn.to/3Tmhrdp   Connect with Steve: stevedsims.com   Text “SIMS” to 33777  If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and don't forget to connect with us on social media!
145 Risk Management with Terri Merlino
Oct 4 2022
145 Risk Management with Terri Merlino
In this episode we have another incredible subject matter expert from Freddie Mac, Terri Merlino. We have a conversation about risk management, specifically what Freddie Mac is actively doing to create affordable credit options for home buyers, how mortgage originators can use tools to create efficiency and productivity, as well as what a culture of risk awareness looks like.   Episode breakdown:  00:00 – Intro  01:49 – Terri’s background  4:56 – Freddie’s approach to Risk Management   7:28 – Underwrite to approve vs. underwrite to decline  11:22 – Today’s changing market  13:15 – Interest rate increases   16:23 – Culture & mindset  17:50 – The need for loan officers  19:20 – Getting consistent referrals  Terri Merlino is Senior Vice-President & Chief Credit Officer for Freddie Mac’s Single-Family Division. She leverages her broad-based knowledge of mortgage operations, sales, processing, underwriting, quality control and secondary marketing activities to substantially and positively impact Freddie Mac’s mortgage credit risk management efforts, as well as our client experience.  Prior to Freddie Mac Terri held the roles of Chief Credit Officer and Chief Risk Officer at New Penn Financial and spent many years at PHH Mortgage as Senior Vice-President of Credit and Operational Risk, where she was responsible for fostering a risk-aware culture through her leadership of all aspects of credit and operational risk management.  Terri has served on several industry committees, including Fannie Mae’s Risk Management Forum and Freddie Mac’s Credit Advisory Board, and twice been named a HousingWire Women of Influence. She also holds a Bachelor of Business Administration in accounting from the University of Houston.  Connect with her on LinkedIn:   Learn more: www.FreddieMac.com   If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and don't forget to connect with us on social media!
144 Navy Seal Leadership Skills with Charles Crouch
Sep 27 2022
144 Navy Seal Leadership Skills with Charles Crouch
In this episode I am excited to share a conversation with my new friend Charles Crouch. This recording is the third time we talked, after only our initial meeting and then our first attempt at recording an episode, which I failed to turn his microphone on for... He and I talk about the importance of failure in the path to success, the difference between managers and effective leaders, how to avoid time bombs in your life and business, and he even shares some cool Seal stories!  Episode breakdown:  00:00 – Intro  01:31 – Charles’s background  03:37 – People will say you can’t do it  05:29 – Have goals not just discipline  07:07 – Self-help books don’t work  09:49 – Diffusing time bombs  12:11 – Turn failure into success  17:04 – Breaking through the plateau  18:49 – Plans vs. strategies  25:19 – Surviving “hell week”  31:27 – Near death experience  34:33 – Writing a leadership book  37:42 – Slow down to speed up  41:03 – Stay consistent and persistent  Charles Crouch is a former Navy Seal turned Author & Leadership Development expert. He now leads Truth at Worktable bringing leaders in the workplace to a higher level of ownership. If you know him, you know he is genuine, real and in your face. He is a force for Faith and Righteousness, always willing to help guide others and known to be a Macgyver kind of guy.  In addition to being a former Navy Seal, he was previously a CrossFit gym owner & high-level security specialist. Serving in the military his heart quickly grew towards family, being a good leader and doing speaking engagements. His mission is to see others succeed. He wants to see the next generation, the next employee, not just live, but thrive in the life they’ve been given.  Learn more at: CharlesCrouch.com   Buy his book:   Connect with him on FB: Charles Crouch Facebook  If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and don't forget to connect with us on social media!
143 Creating an 8-figure personal brand with Brad Lea
Sep 20 2022
143 Creating an 8-figure personal brand with Brad Lea
In this episode I get to chat with a guy who is a titan in business, social media, and podcasting – The Real Brad Lea. He and I cover a wide range of topics including how to create relationships with people of influences, what holds most people back from success, and the three most important things to focus on for exponential growth!  Episode breakdown:  00:00 – New intro  01:26 – Brad's background  04:01 – The origin of Lightspeed VT  06:33 – Strategy of having no strategy  10:22 – People’s biggest blind spot  13:15 – Support from significant others  15:13 – Focus on these 3 things  18:22 – An 8-figure personal brand  21:05 – The ladder out of the rate race  23:37 – Changing the game  25:03 – SEND A DM and say THANK YOU to @therealbradlea  Brad Lea is the Founder & Chairman of Lightspeed VT, Host of the Dropping Bombs podcast, Author of The Hard Way, as well as an investor, speaker, podcaster, and philanthropist.   Brad dropped out of high school at age 16 to pursue his dream of becoming a movie star in Los Angeles. After 6 months he got tired of being broke and started his career in sales. He sold artwork, vacuums, and eventually found car sales. While honing his sales skills in the car business he created a presentation called "The Real Deal" and traveled around the country training sales teams, which was genesis for the virtual learning platform that he created in Lightspeed.   Brad has worked with the world’s elite trainers like Tony Robbins, Zig Ziglar, Tom Hopkins, Brian Tracy, John Maxwell, Grant Cardone, Daymond John, Jack Canfield, as well as world-class brands like UFC, World Series of Poker, Top Chef, Chase Bank, and Dale Carnegie.  Connect with Brad: @therealbradlea  Check him out on YouTube: BradLea.TV   Listen to Dropping Bombs: droppingbombs.com   **REGISTER for the GAME CHANGER EVENT w/ Brad Lea & Rene’ Rodriguez on Oct. 22, 2022: changingthegame.events  If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW, and don't forget to connect with us on social media!
142 Leveling Up with Phil Treadwell
Sep 16 2022
142 Leveling Up with Phil Treadwell
This is a special solo episode with host Phil Treadwell! He shares shares some tips on how to create more leads in today’s market environment, some insight into some of the incredible things ahead for the Mortgage Marketing Expert podcast, and he talks about the new and improved mission, as well as upcoming guests.   Episode breakdown: 00:00 – New intro 01:53 – Changes to MME 06:35 – MME origin story 13:49 – How to get elite guests 16:22 – Creating leads in this market 20:12 – Getting Realtor attention 24:08 – Upcoming MME guests 27:27 – Overcoming fear of failure 30:02 – A call to action  Phil Treadwell is a Certified Mortgage Advisor & Dallas/Fort Worth Market Leader with Thrive Mortgage. He has 18 years of experience as a top-producing mortgage professional, and he partners with real estate professionals and homebuyers to create financial security and Build Real Estate Wealth. He regularly collaborates with other industry professionals, thought leaders, and innovators throughout the U.S.  From a passion to see the industry move into a more modern and relevant era, Phil created the Mortgage Marketing Expert podcast. He has also been coached by some of the industry’s elite and has built teams in markets all over the country, making him a sought-after national speaker. He has spoken at dozens of industry events and contributed on over 100 other podcasts and social media shows.  Phil was named one of National Mortgage Professional magazine’s “40 Most Influential Mortgage Professionals Under 40” in 2019. Yahoo! Finance listed him one of the "Top 20 Mortgage Professionals in 2020”. Most recently National Mortgage Professional magazine included him as one of the “Most Connected Mortgage Professionals” in 2021 and 2022.  Connect with Phil: instagram.com/philtreadwell Connect with MME: instagram.com/mortgagemarketingexpert   If you are enjoying the MME podcast, PLEASE LEAVE US A 5* REVIEW, and don't forget to connect with us on social media!
141 Preparing for Liftoff with Norman Kinsey
Sep 6 2022
141 Preparing for Liftoff with Norman Kinsey
In this episode I have an incredible conversation with a new friend of mine, Norman Kinsey. In this episode we talk about how to show up as your true authentic self, ways to create organic attention using your natural talent, and marketing tactics to help your business liftoff. Norman Kinsey is the CEO of Liftoff Agent & Host of the RE vs. Tech Show. After dabbling in several industries after high school, he started his entrepreneurial journey at 23. Being so close to Silicon Valley, he knew he wanted to serve and support an industry online, but wasn't sure of a clear direction. He stumbled across a local real estate firm started calling 350 of real estate agents to understand their business and digital marketing pain points. He began to support and serve them with amazing real estate marketing. Fast forward to 8 years, having met 5,000 agents, and working with 2,500 agents, Liftoff Agent now has monthly programs in 10 different states with 10 team members stretched across the globe. Norman is committed to growing and building innovative custom positioning programs that drive individual agents, teams, and brokerage results, as well as to provide the best tools to expand and scale a real estate business. Learn more about Liftoff Agent: liftoffagent.com Listen to the RE vs. Tech Show: liftoffagent.com/real-estate-vs-tech Connect with Norman on IG: instagram.com/realnlkiii If you are enjoying the podcast, please take a second and LEAVE US A REVIEW and don't forget to connect with us on social media!
140 Local Realtor Series with Madison Niles
Aug 26 2022
140 Local Realtor Series with Madison Niles
This is the first in an episode series that we are going to be doing over the next couple of months with local Realtors across the country. Each one with a unique perspective and value offering. Our guest for this episode is Madison Niles, and in this episode we talk about what buyers and sellers should expect in this changing market, the power of using social media to create awareness for a brand, and why people are starting to look at video clips even more than reviews! Madison Niles is a Real Estate Broker & Team Leader of Niles Realty Group in the Dallas/Fort Worth area. She has over 7 years experience as a full-time real estate professional, deal with a wide variety of real estate transactions including: New Construction, Real Estate Investments, Relocation, Commercial, Farm and Ranch, Short Sales and Residential Re-Sale. She has helped hundreds of families from all over the world realize their homeownership goals. Madison is quoted saying, “I strive to demonstrate the highest level of integrity and commitment, and bring a little fun into every transaction. I have lived in DFW my entire life and I love our tight-knit community here. As a Dallas Fort Worth Native, I have been able to witness each city’s transformation over the last 3 decades, the history that has taken place as well as what the future holds for each pocket in town through new development, gentrification projects, neighborhood values and how each avenue has and will continue to effect the present and future of home values.” Connect with her on IG: instagram.com/themadisonniles If you are enjoying the podcast, please take a second and LEAVE US A REVIEW and don't forget to connect with us on social media!
139 Appraisal Adjustments with Scott Reuter
Jul 21 2022
139 Appraisal Adjustments with Scott Reuter
This is another episode in our series with the subject matter experts at Freddie Mac Single-Family, and the guest today is Scott Reuter. In this episode we talk about how to get appraisals adjusted based on current market conditions, what changes need to be made to existing appraisal model to be sustainable, and the emerging technology tools that make appraisal values more accurate. Scott Reuter is the Chief Appraiser and Director of Property Valuation for Freddie Mac’s Single-Family Risk Management division. He is a state certified-general appraiser with over 35 years of experience in valuation, appraisal and collateral risk management concerns. His team leads the ongoing development and refinement of property valuation risk management strategies, underwriting products, and establishing and maintaining a credible quality assurance process across multiple lines of business support. Scott was recently recognized as the CRN (Collateral Risk Network) 2021 Valuation Visionary and was a recipient of GE’s prestigious Americas Award for Outstanding Contribution to the Business. He holds a B.A. from The Ohio State University and has completed the executive leadership program at Cornell University’s Johnson School of Business. Prior to Freddie Mac, he held management positions with Bank of America, Goldman Sachs and GE. To learn more about Freddie Mac Single Family: www.FreddieMac.com Freddie Mac's Collateral Valuation Page: bit.ly/3RRVJxF Freddie Mac Market Conditions Article: bit.ly/3IU7VtR If you are enjoying the podcast, please take a second and LEAVE US A REVIEW and don't forget to connect with us on social media!