Mortgage Marketing Radio

In this conversation, John Donnelly shares insights on sales leadership, the importance of referral partnerships, and effective strategies for engaging with Realtors and clients. He emphasizes the significance of follow-up, the power of teaching classes, and leveraging social media, particularly LinkedIn, to build relationships and grow business. John also discusses the role of AI in content creation and the necessity of having a clear target audience for effective communication. Key Takeaways Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself? If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success. Schedule a Call with Geoff to see if myAgent Classes is the right fit for you. CONNECT WITH ME 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify

In this conversation, Geoff Zimpfer discusses that progress often feels slow and invisible, but it's during these quiet moments that momentum is built. Through real success stories, he illustrates how small, consistent actions lead to trust and referrals. Takeaways Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself? If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success. Done-for-You Realtor Classes – No more guessing what to teach! Coaching & Community – Learn directly from Geoff Zimpfer & industry pros Marketing & Growth Strategies – Get more butts in seats & convert more deals Stop struggling to figure it out alone—let’s make your classes work for YOU! Schedule a Call with Geoff to see if myAgent Classes is the right fit for you. ASK GEOFF A QUESTION ❓ Ask Your Question Here *** WHEN YOU’RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify

In this high-energy and highly tactical episode, host we reconnect with mortgage professional PJ Crescenzo III, who shares how he boldly relocated to a new market, built a fresh network from scratch, and funded over $50 million in business in just one year. Whether you’re a new LO or a seasoned producer, this episode is packed with insights you can apply immediately. Episode Timestamps: 00:50 – PJ’s bold move to Orlando and landing a dream house 05:06 – PJ’s tactical system: 2 events + 3 one-on-ones weekly 08:57 – The million-dollar networking question 10:14 – How random coffee meetings lead to realtor referrals 16:34 – Buy back your time: Email system with LOA 17:29 – Building momentum from 1 to 27 loans/month 25:22 – VIP vs. A vs. B vs. C referral partners 27:24 – Scaling via one-to-many events and CE classes 29:58 – PJ’s four strategic pillars of business growth 31:07 – The 4Ps of Lunch & Learns: People, Process, Product, Profit 37:21 – PJ’s 10-step mortgage workflow and team huddles 40:44 – Instagram strategy and real deals from DMs Connect With PJ On Instagram Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself? If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success. Done-for-You Realtor Classes – No more guessing what to teach! Coaching & Community – Learn directly from Geoff Zimpfer & industry pros Marketing & Growth Strategies – Get more butts in seats & convert more deals Stop struggling to figure it out alone—let’s make your classes work for YOU! Schedule a Call with Geoff to see if myAgent Classes is the right fit for you. ASK GEOFF A QUESTION ❓ Ask Your Question Here *** WHEN YOU’RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify

Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself? If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success. Done-for-You Realtor Classes – No more guessing what to teach! Coaching & Community – Learn directly from Geoff Zimpfer & industry pros Marketing & Growth Strategies – Get more butts in seats & convert more deals Stop struggling to figure it out alone—let’s make your classes work for YOU! Schedule a Call with Geoff to see if myAgent Classes is the right fit for you. Show Notes & Timestamps Mortgage Marketing Radio – How to Build a Thriving Business with Classes & Events – with Jared Larkin, The Mile High Title Guy Episode Summary: In this episode, we talk with Jared Larkin, also known as The Mile High Title Guy, from Chicago Title in Denver. Jared has built his brand through hosting engaging classes, leveraging digital marketing, and mastering event-based client attraction. If you're looking to stand out in a competitive market, build strong business relationships, and generate consistent referrals, this episode is for you. Jared shares how he transformed his business by using educational events, Eventbrite marketing, social media strategies, and personal branding to attract real estate professionals and grow his client base. Plus, he breaks down the biggest mistakes people make when hosting events—and how to fix them. Timestamps & Key Topics: [00:50:17] - Why Hosting Events & Classes Works [00:52:03] - The Turning Point: Choosing to Host Classes [00:55:01] - Overcoming the “Bagel Boy” Mentality [00:57:35] - The Power of Consistency & Experimentation [01:00:07] - Diversifying Event Topics to Attract the Right Audience [01:03:29] - The Secret to Getting Butts in Seats [01:10:54] - The Event Follow-Up Process That Converts [01:12:26] - Scaling Up: Running 100+ Events Per Year

In this conversation, Alex Machuca discusses the challenges and flaws of traditional lead generation in the mortgage industry. He emphasizes the importance of understanding when to invest in ads, the reality of lead quality, and effective strategies for follow-up and conversion. Machuca introduces innovative ad strategies and highlights the cost structure of lead generation services, advocating for a simplified approach to ad management. He shares key insights for mortgage professionals to maximize their advertising efforts and improve lead generation. Time Stamps: 00:00 Introduction to Lead Generation Challenges 02:48 The Flaws of Traditional Lead Generation 05:48 Understanding When to Invest in Ads 09:03 The Reality of Lead Quality and Conversion Rates 12:03 Innovative Ad Strategies for Mortgage Brokers 15:09 The Cost Structure of Lead Generation Services 18:02 Simplifying Ad Management for Brokers 20:58 Effective Follow-Up Strategies for Leads 23:50 Maximizing Ad Spend for Results 27:01 The Importance of Branding in Ads 29:58 Key Takeaways for Mortgage Professionals Episode Resources: Connect With Alex on LinkedIn Check Out Lead Hackers FREE Trial When You're Ready: ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes Connect With Geoff 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube Leave Us a Review 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify

In this conversation, Geoff Zimpfer and Sharran Srivatsaa delve into the current state of the real estate market, particularly focusing on the concept of a 'transaction recession.' They discuss the shift from a momentum-based market to a skills-based market, emphasizing the importance of effective communication and modern selling techniques. ⏰ Timestamps ⏰ 06:07 The Importance of Effective Communication Skills 11:48 Navigating Objections with Skill 20:50 Building a Personal Brand in Real Estate 25:54 Modern Selling Skills for Agents 31:03 Effective Pre-Listing Packages 39:53 The Impact of the NAR Settlement Connect with Sharran Srivatsaa: Linkedin Instagram YouTube WHEN YOU’RE READY: ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube LEAVE US A REVIEW 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify

In this conversation, we introduce HomeLight's Buy Before You Sell. They offer a modern bridge loan solution for clients, allowing them to unlock up to $2 million of their home's equity with 0% interest. By partnering with HomeLight, mortgage loan officers can help clients eliminate home sale contingencies and reduce their debt-to-income ratios, enabling them to make stronger, non-contingent offers on new homes. This partnership enhances the services loan officers provide, leading to increased client satisfaction and potentially more closed loans. Timestamps: Introducing Buy Before You Sell 15:07 Understanding the Current Market Challenges 18:12 How Buy Before You Sell Works 20:58 Comparing Buy Before You Sell with Competitors 23:58 The Financial Model Behind the Product 20:30 Market Challenges and Education 22:17 Lead Generation Opportunities for Loan Officers 33:46 Connect With Homelight WHEN YOU’RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube LEAVE US A REVIEW 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify

In this episode, Geoff Zimpfer discusses the current challenges in the mortgage market, referred to as a transaction recession, and shares insights on how to turn setbacks into success. He emphasizes the importance of resilience and introduces the three C's Framework: Connections, Conversations, and Conversions, using the inspiring story of Soichiro Honda as a case study for overcoming adversity and achieving success. Takeaways ASK GEOFF A QUESTION ❓ Ask Your Question Here WHEN YOU’RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify

Takeaways Chapters 03:02 The Importance of Agent Classes 06:04 Challenges and Strategies in Hosting Classes 08:56 Leveraging Classes for Business Growth 12:08 Social Selling and Engagement Techniques 14:55 Tracking Success and Impact of Classes 21:38 Overcoming Imposter Syndrome in Teaching 22:56 Post-Class Engagement and Follow-Up Strategies 25:30 Building Relationships Through Social Media 26:41 The Subtle Art of Asking for Referrals 29:11 Getting Started with Teaching Classes 33:17 In-Person vs. Virtual Training 36:09 Leveraging Affiliates for Greater Reach Connect With Nate On Instagram LinkedIn ASK GEOFF A QUESTION ❓ Ask Your Question Here WHEN YOU’RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube LEAVE US A REVIEW 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify

In this conversation, Geoff Zimpfer and Todd Bookspan discuss the importance of honing skills in the mortgage and real estate industry, emphasizing the need for professionals to adapt to changing market conditions. Todd shares his experience with a 100-call challenge and highlights the upcoming Modern Mortgage and Real Estate Summit, which aims to provide actionable insights for industry professionals. Takeaways Chapters 05:43 The Importance of Fundamentals in a Changing Market 10:44 Building Relationships and Asking for Referrals 17:15 Preparing for the 100 Calls Challenge 25:51 The Modern Mortgage and Real Estate Summit The Modern Mortgage & Real Estate Summit Connect With Todd Bookspan on Instagram ASK GEOFF A QUESTION ❓ Ask Your Question Here WHEN YOU’RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube LEAVE US A REVIEW 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify

In this conversation, Sam Abazari shares insights on coaching loan officers to enhance their productivity and success in the mortgage industry. Sam outlines a structured approach for loan officers to transition from closing 2-4 loans per month to achieving 10 or more, highlighting the significance of lead generation, effective time management, and the value of education in the industry. Takeaways Timestamps: 00:00 Introduction 00:49 Building Rapport in the Digital Age 03:09 The Role of Coaching in Loan Officer Success 05:54 From 2 to 10 Loans: The Path to Growth 08:49 Daily Strategies for Loan Officers 10:54 The Importance of Productivity Over Busyness 12:12 Knowing When to Say No 14:56 Finding Business: The Power of Referrals 18:09 Understanding Your Community and Self 19:57 Niche Markets: Finding Your Unique Position 23:00 Sales Skills vs. Marketing: The Balance 25:50 Effective Lead Generation Techniques 28:56 Building Relationships with Referral Partners 32:08 Mastering Lead Generation and Conversion Connect With Sam on LinkedIn ASK GEOFF A QUESTION ❓ Ask Your Question Here WHEN YOU’RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube LEAVE US A REVIEW 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify

In this episode, Geoff Zimpfer discusses the current challenges in the mortgage market, referred to as a transaction recession, and shares insights on how to turn setbacks into success. He emphasizes the importance of resilience and introduces the three C's Framework: Connections, Conversations, and Conversions, using the inspiring story of Soichiro Honda as a case study for overcoming adversity and achieving success. Takeaways ASK GEOFF A QUESTION ❓ Ask Your Question Here WHEN YOU’RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify

In this conversation, Geoff Zimpfer and Todd Ballenger discuss the importance of business planning as they enter the new year, focusing on financial literacy and the role of Certified Liability Advisors (CLA) in the mortgage industry. They explore the current transaction recession, compare the roles of realtors and financial advisors, and emphasize the need for loan officers to create their own markets and build relationships with financial advisors to thrive in a challenging environment. Takeaways: Timestamps: 00:00 Introduction to the New Year and Business Planning 07:57 Understanding the Role of a Certified Liability Advisor (CLA) 16:11 Navigating the Transaction Recession: Realtors vs. Financial Advisors 24:04 Building Relationships with Financial Advisors 24:25 Building Relationships with Financial Advisors 28:58 Expanding Your Network: The Power of Referrals 30:51 Creating Value Through Conversations 34:15 Non-Correlated Referral Sources 38:59 Joining the Community for Continuous Learning ASK GEOFF A QUESTION ❓ Ask Your Question Here WHEN YOU’RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify

In this conversation, I'm sharing some thoughts about how to get clear on the strategies that worked vs fell short and evaluating which activities to focus on for 2025. takeaways ASK GEOFF A QUESTION ❓ Ask Your Question Here *** WHEN YOU'RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify

In this episode, Geoff Zimpfer unpacks the idea that everything you want is on the other side of your reach and reputation. Episode Resources: ASK GEOFF A QUESTION ❓ Ask Your Question Here WHEN YOU’RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube RATE THIS PODCAST 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify

Welcome to the Show In this episode, Geoff Zimpfer dives into the fascinating world of AI and its potential to streamline content creation while maintaining authenticity. Geoff shares his latest experiment with Google Notebook LM, a cutting-edge AI research assistant, and how it’s helping him create engaging, scalable content for his business and podcast. What You’ll Learn in This Episode AI for Content Creation:Practical Use Cases:Maintaining Authenticity:Webinar to Podcast Workflow: Episode Highlights New Content Goals:Deep Dive on Notebook LM: Episode Resources: Google Notebook LM Learn More About myAgent Classes ASK GEOFF A QUESTION ❓ Ask Your Question Here WHEN YOU’RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube RATE THIS PODCAST 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify

ASK GEOFF A QUESTION ❓ Ask Your Question Here *** WHEN YOU'RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify

In this conversation, Geoff Zimpfer and Kelly Yale discuss the multifaceted challenges faced by loan officers in the mortgage industry, emphasizing the importance of personal branding, effective relationship building, and the balance between content creation and fundamental sales strategies. Connect With Kelly on LinkedIn ASK GEOFF A QUESTION ❓ Ask Your Question Here *** WHEN YOU'RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify Timestamps 00:00 The Challenge of Wearing Many Hats 02:54 The Importance of Personal Branding 06:03 Time Management and Relationship Building 08:59 Effective Relationship Building Strategies 11:46 Evaluating Content Creation Efforts 14:57 Operational Efficiency in Content Creation 18:08 The Balance of Content and Fundamentals 20:59 Creating Relevant and Engaging Content 24:10 Building a Personal Brand in the Mortgage Industry 26:54 Confidence and Authenticity in Sales 30:00 Final Thoughts on Content and Relationships

In this conversation, Jane Floyd shares the key mindset and skills that led to her funding $100 Million in closed loans in 2024. The discussion also covers innovative marketing strategies and the importance of planning for future success by focusing on lead conversion and team collaboration. Timestamps: 00:00 Introduction to Jane Floyd and Her Journey 03:02 The Importance of Passion and Mindset 05:58 Skill Set vs. Mindset: What Comes First? 08:57 Handling Mistakes with Integrity 11:55 Building Relationships with Realtors 15:01 Sources of Business and Community Engagement 17:59 Strategies for Attracting New Realtors 23:50 Attracting Like-Minded People 25:17 The Importance of Open Houses 26:51 Building Relationships with Realtors 30:06 The Power of Reputation and Reach 32:06 Adapting to Market Changes 35:16 Creating Engaging Social Media Content 39:29 Innovative Marketing Strategies 41:44 Planning for Future Success Connect With Jane Instagram LinkedIn Leave Us a Podcast Review Double Your Agent Referrals! Learn More About myAgent Classes

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: 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