Join us for a thought-provoking conversation with industry leader Trevor Hammond. In this episode, Trevor shares his journey in the mortgage industry, from being a consultant and mortgage advisor to becoming an author and coach. Exploring topics from liability management to financial education, Trevor provides invaluable insights from his 25 years of experience. Hear how he engages with new marketplaces, including financial planners and realtors, and empowers them to speak a new language in mortgage advice. He also discusses his books, "Mortgages, Money and Life" and "Borrow Smart, Repay Smart," offering a glimpse into his unique financial perspective. Dive into this episode to learn more about the transformative power of mortgage advice, and how to implement it successfully in your own practice.

In this weeks episode, we sit down with Dave Keblaitis, who shares his unique insights on leveraging Homebot to enhance real estate partnerships. Dave discusses how he uses this tool to add value to realtors and their clients, creating a protective bubble around them in the fiercely competitive real estate market. We delve into the importance of initiating conversations to build relationships and grow your business. Plus, get practical tips on overcoming call reluctance, identifying high-leverage activities, and maintaining consistency for success. Join us as we uncover how conversations truly win the day.

In this engaging episode, we sit down with Rachel Tarman, a leading figure in the world of business development and real estate. Rachel shares her strategies for incentivizing sales teams to target high-value prospects, and how these methods can lead to more successful outcomes for both individuals and businesses. She also explores the value of seemingly small details - such as targeting prospects in metropolitan areas with higher loan amounts - and how these can dramatically impact loan officer compensation. Additionally, Rachel discusses her popular podcast, 'The Real Tea with Rachel', where she interviews top-producing real estate agents from around the country, sharing their unique insights and innovative ideas. Never one to shy away from the big questions, Rachel also delves into the often overlooked practicalities of making money in the real estate and loan industry. She highlights the importance of collaboration and idea-sharing, pushing back against competitive mindsets to foster a supportive and thriving community. If you're interested in learning from an industry expert, this episode is not to be missed! Don't forget to subscribe and share with your peers in the industry.#RealEstateInsights #RachelTarman #BusinessDevelopment #LoanIndustry #InnovativeIdeas #RealTeaWithRachel #mortgageindustry #SuccessInRealEstate #CommunityCollaboration #IndustryNorms #TopProducingAgents

In this engaging episode, we dive deep into the world of loan officers with our special guest, Scott Groves. Scott shares his wisdom and insights on staying committed in the face of adversity, and outlines why even in challenging markets, loan officers are still exceedingly well paid for their work. Referencing his own experiences and those of his coaching clients, Scott provides context to the current industry landscape and urges listeners to seize opportunities that arise from the departure of others in the field. He also discusses his coaching program and the importance of continuous lead generation. An episode not to miss for anyone in the industry looking to thrive and succeed in changing times.#LoanOfficers #MortgageIndustry #LeadGeneration #ScottGroves #Coaching #CareerSuccess #IndustryInsights #StayCommitted #ChangingMarkets #ThriveInAdversity

In this dynamic discussion with Craig Davis, we delve into the power of clarity and the concept of the 'clarity zone'. Craig shares his insights on the invaluable role of mindset in success and how he's leveraging this concept in his newly launched venture, Ascend Xperience. We also discuss his innovative seven-part framework, which includes elements like mind state, stress vs clarity, promise plus purpose, and roadmap to results. Michael emphasizes the importance of value provision in achieving financial and personal success and shares his plans to convert podcast content into actionable resources for listeners. The episode concludes with a real-life anecdote from Craig about his transition from a traditional mortgage role to following his purpose and passion in starting Ascend Xperience, Coaching. Tune in to find out more about the journey, the lessons learned, and how you too can find your 'clarity zone'.#ClarityZone #MindsetMatters #PowerOfClarity #StressVsClarity #PromisePlusPurpose #RoadmapToResults #ValueProvision #PersonalSuccess #FinancialSuccess #PodcastInsights #LifeTransitions #PassionProject #FindYourAlly

Join us for another episode as we dive into the world of strategic sales and financial success with our exceptional guest, Gibran Nicholas. We unravel the concept of archetypes in sales and how understanding this can help you communicate more effectively with your clients. Gibran shares insights from his book "The StorySeller Adventures" that not only helps you overcome objections but also understand patterns to elevate your life. We also touch on the significant role of the housing industry, the importance of silencing self-doubt, and embracing the courage within. If you're passionate about sales, the housing industry, or simply want to gather some wisdom about overcoming personal and professional challenges, this episode is a must-listen. Check out the full episode, and don't forget to visit our website for the show notes with a direct link to Gibran's book. Subscribe and stay tuned for more insightful conversations!#StrategicSales #FinancialSuccess #GibranNicholas #StorySellerAdventures #OvercomingObjections #HousingIndustry #SilenceSelfDoubt #EmbraceCourage #Sales #PodcastEpisodes

In this riveting episode, we chat with the extraordinary Geoff Zimpfer, who is transforming the way loan officers approach their role in today's ever-evolving market. Geoff lays out the blueprint for success, revealing how his system empowers loan officers to provide exceptional value to real estate agents, fostering a level of partnership unheard of in the industry. If you want to stay ahead of the curve in this challenging market, this is an episode you can't afford to miss.Learn More About Geoff and His Marketing Program: https://www.mortgagemarketinginstitute.com/#LoanOfficers #RealEstate #MarketShifts #MortgageMarketing  #GeoffZimpfer #Partnership #SuccessBlueprint #BusinessStrategy #MarketTrends #BusinessGrowth #Innovation #Leadership #SuccessMindset #IndustryInsights #FinancialServices #MortgageIndustry

Join Michael and Taylor Briggs in this engaging discussion as they unravel the intricacies of the mortgage and financial services industry. The episode features a seasoned professional sharing his journey of more than a decade in the sector. Find out how he progressed from administrative roles to the fast-paced realm of sales, finding his niche in the mortgage industry. Understand how this expert along with his business partner are making an impact, focusing on VA loans and assisting first-time home buyers. They also reminisce about the evolution of lending technology within the industry. Whether you're a mortgage professional, a novice home buyer, or simply have an interest in financial markets, this episode promises insightful content for everyone. Tune in right away!#AI #MortgageIndustry #FutureOfMortgages #KillerInstinct #TechIntegration #MarketingTechStack #BusinessTransformation #IndustryInsights #LoanOfficer #2024Forecast #BusinessTalk #SaaS #Innovation #DigitalTransformation #AIinBusiness #MichaelNeef #ChrisSorensen

In their compelling conversation, Chris Sorensen and Michael dissect the future of the mortgage industry, particularly in the context of the expected market shakeout. Sorensen, an industry stalwart, emphasizes the vital role of integration in marketing tech stacks, asserting that isolated tools may lead to ineffective communication. He vividly illustrates the shifting mortgage landscape, predicting a substantial turnover as many loan officers are expected to leave the scene by 2024. He also advocates for cultivating a "killer instinct" to successfully navigate the anticipated challenging market conditions. On the flip side, Michael shares aspects of his company's work in customer service. However, it's Sorensen's insightful forecast and industry wisdom that truly captivate the audience. This discussion leaves listeners with a deeper understanding of the impending transformations in the mortgage industry.#AI #MortgageIndustry #FutureOfMortgages #KillerInstinct #TechIntegration #MarketingTechStack #BusinessTransformation #IndustryInsights #LoanOfficer #2024Forecast #BusinessTalk #SaaS #Innovation #DigitalTransformation #AIinBusiness #MichaelNeef #ChrisSorensen

Loan Officers must understand the importance of effective marketing if they are going to be successful in their business. During an interview between Michael Neef and Gilberto from Maverick Media Lab, they discussed strategies such as retargeting campaigns, drip emails and text messages that can help loan officers maintain relationships with real estate agents while building a Rolodex system for future reference. They also talked about service offered by Maverick Media Lab which helps loan officers get access to those real estate agents so that initial meetings can be set up quickly and efficiently. Finally, it was emphasized that staying on top of calls and appointments is essential for success in the industry; even something as simple as having 3x5 cards filled out after each closing could make all the difference

Join Anna Kara in this inspiring episode as she shares her incredible journey of overcoming obstacles and building a successful mortgage empire from scratch. From humble beginnings, Anna's story is a testament to resilience, determination, and unwavering ambition. Gain valuable insights as she discusses the challenges she faced, strategies for success in the mortgage industry, and personal growth techniques. Get ready to be motivated and empowered to overcome hurdles and achieve greatness. Tune in and embark on a transformative journey with Anna Kara.Check Out Our Podcast: https://www.preapprovemeapp.com/conversations-with-a-recovering-loan-officer/Get Started with Pre-Approve Me: https://www.preapprovemeapp.com/We're not the only Point-Of-Sale provider out there, but we are the only ones to provide your borrowers with exactly what they need to get their loan funded in a single, sleek, modular interface.Your Borrowers & Realtors will be able to generate Pre-Approval Letters on the fly, Satisfy Conditions, Track their Loan, and much more. Best of all, you can customize ALL of it, from the branding down to the content, what your Borrowers see is entirely up to you.#Mortgage #mortgagetips #mortgagelife #mortgagerates #Mortgagelender #mortgagebroker #mortgageadvice #mortgagebrokers #mortgagebanker #mortgagebankers #business #businessowner #smallbusiness #videomarketing #marketingstrategy #digitalmarketing #businessideas #businesstips

Nicole Zukas has been in the industry for decades and has experience in both retail and broker channels, she's run small and large companies, and talks about her experience in this weeks episode.

Our Co-Founder, Matt Doud, chats with Michael Neef about the phycological aspects of business and being in the right mental state to run your business.As a Consulting COO, my mission is to keep the Founder/CEO’s plate clear of operational details that are important but tend to be a distraction. I want him or her to be able to focus all of their attention, energy, and passion on creating the best product they can and delivering it to the market. I believe that a business needs a solid foundation on which to grow, but the daily demands of running a business, especially in an early-stage company, force founders and CEOs to be working too much “in the business” and not enough “on the business.” I come alongside these overburdened leaders to create a hedge of protection around them so that they can stay focused on what they do best while knowing that the vital operational details are being handled, and handled well.If you are struggling to keep your head above water and would like to have a conversation about how I might be able to help, you can connect with me here:email: mattdoudcoo@gmail.comtext or call: 9137354604or book time on my calendar: https://calendly.com/mattdoudcoo/15minCheck Out Our Podcast: https://www.preapprovemeapp.com/conversations-with-a-recovering-loan-officer/Get Started with Pre-Approve Me: https://www.preapprovemeapp.com/We're not the only Point-Of-Sale provider out there, but we are the only ones to provide your borrowers with exactly what they need to get their loan funded in a single, sleek, modular interface.Your Borrowers & Realtors will be able to generate Pre-Approval Letters on the fly, Satisfy Conditions, Track their Loan, and much more. Best of all, you can customize ALL of it, from the branding down to the content, what your Borrowers see is entirely up to you.#Mortgage #mortgagetips #mortgagelife #mortgagerates #Mortgagelender #mortgagebroker #mortgageadvice #mortgagebrokers #mortgagebanker #mortgagebankers #business #businessowner #smallbusiness #videomarketing #marketingstrategy #digitalmarketing #businessideas #businesstips

Michael and Tammy talk about the value and important of being sincere with your customers and building a personal bond with them.

Tune in as host Michael Neef engages in a discussion with Matthew Boyce, diving deep into the realm of loan origination. Prepare to uncover the value of process and efficiency, where time-saving strategies take center stage. Discover the transformative power of well-honed processes that pave the way for establishing fruitful referral partnerships, seamlessly onboarding new team members, and effortlessly reclaiming valuable moments. With the spotlight on the importance of robust processes, you'll gain insights on avoiding costly mistakes and delivering a consistently exceptional customer experience. Get ready for an engaging and enlightening podcast episode that will revolutionize your loan originating journey.Check Out Our Video Podcast: https://www.preapprovemeapp.com/conversations-with-a-recovering-loan-officer/Get Started with Pre-Approve Me: https://www.preapprovemeapp.com/We're not the only Point-Of-Sale provider out there, but we are the only ones to provide your borrowers with exactly what they need to get their loan funded in a single, sleek, modular interface.Your Borrowers & Realtors will be able to generate Pre-Approval Letters on the fly, Satisfy Conditions, Track their Loan, and much more. Best of all, you can customize ALL of it, from the branding down to the content, what your Borrowers see is entirely up to you.#Mortgage #mortgagetips #mortgagelife #mortgagerates #Mortgagelender #mortgagebroker #mortgageadvice #mortgagebrokers #mortgagebanker #mortgagebankers #business #businessowner #smallbusiness #videomarketing #marketingstrategy #digitalmarketing #businessideas #businesstips

Tawd Frensley from HomeIQ  talks about his experience in the Real Estate industry, and how important it is to stay front and center with your borrowers, and engage with them long term.

Ken Perry joins Michael to talk about the importance of know how to do your job, understanding compliance, and how he built a platform to help loan officers learn in a fun and creative way.Check Out Our Podcast: https://www.preapprovemeapp.com/conversations-with-a-recovering-loan-officer/Get Started with Pre-Approve Me: https://www.preapprovemeapp.com/We're not the only Point-Of-Sale provider out there, but we are the only ones to provide your borrowers with exactly what they need to get their loan funded in a single, sleek, modular interface.Your Borrowers & Realtors will be able to generate Pre-Approval Letters on the fly, Satisfy Conditions, Track their Loan, and much more. Best of all, you can customize ALL of it, from the branding down to the content, what your Borrowers see is entirely up to you.#Mortgage #mortgagetips #mortgagelife #mortgagerates #Mortgagelender #mortgagebroker #mortgageadvice #mortgagebrokers #mortgagebanker #mortgagebankers #business #businessowner #smallbusiness #videomarketing #marketingstrategy #digitalmarketing #businessideas #businesstips

It's 2023, if you're in sales, it's expected you have a website, and you probably do have one. That being said, that doesn't mean you have a good one, it's very important to launch a website that engages your customer, provides the information they need, and helps convert them in a non-intrusive way. Anthony and Vinnie Balsamo from Vonk Digital talk about how they launched a company the provides high quality, affordable websites for loan officers, and the important features a website should have.

Jeff Bernheisel Talks Marketing and Utilizing AI in Your Business.Check Out Our Podcast: https://www.preapprovemeapp.com/conversations-with-a-recovering-loan-officerGet Started with Pre-Approve Me: https://www.preapprovemeapp.com/We're not the only Point-Of-Sale provider out there, but we are the only ones to provide your borrowers with exactly what they need to get their loan funded in a single, sleek, modular interface.Your Borrowers & Realtors will be able to generate Pre-Approval Letters on the fly, Satisfy Conditions, Track their Loan, and much more. Best of all, you can customize ALL of it, from the branding down to the content, what your Borrowers see is entirely up to you.#Mortgage #mortgagetips #mortgagelife #mortgagerates #Mortgagelender #mortgagebroker #mortgageadvice #mortgagebrokers #mortgagebanker #mortgagebankers #business #businessowner #smallbusiness #videomarketing #marketingstrategy #digitalmarketing #businessideas #businesstips

Today we're joined by Brian Vieaux from FinLocker. Michael and Brian chat about the purpose behind the products, the problem their trying to solve, and how you as a Loan Officer can you use them to compete with the likes of much larger corporations that you compete against.