Mortgage Marketing Radio

In this episode, we welcome James Duncan, a recognized leader in mortgage marketing who was honored as a “Marketing Leader” by HousingWire in 2022. James Duncan is the Founder and Chief Marketing Strategist at Caelum Advisers—an agency specializing in helping mortgage executives build resilient, growth‑focused marketing systems. James shares how to modernize your marketing strategy, avoid common tech traps, and align your brand to drive real ROI—without losing the personal touch your clients expect. You'll also hear James share how to use AI in a way that supports your team, and why human connection remains a competitive advantage for maximum ROI. If you’re a loan officer or marketing leader looking to stay ahead of the curve while staying authentic, this episode is for you. Connect with James on LinkedIn Learn More About Caelum Advisers Want to double your Realtor referrals without chasing, cold-calling, or paying for leads? See how Travis Newton grew his production by $40 million! Check Out myAgent Classes Here Connect With Geoff 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify

In today’s episode of Mortgage Marketing Radio, we’re tossing out the old networking playbook and redefining what real connection looks like in today’s noisy, tech-heavy world. I'm joined by Lindsey Meyer, Jen Peachman, and Philip Mancuso, three of the 25 authors behind the new book Rethink Everything You Know About Networking. This isn’t about business cards, small talk, or shallow connections. It’s about authenticity, intentionality, and using education and human value as your lead strategy. We’ll explore how to create a ripple effect through small, meaningful actions, and why vulnerability is one of the most underrated tools in your business toolkit. 🔑 Three Key Takeaways Intentional networking beats passive presenceLead with value, not expertiseVulnerability is a connection multiplier Order the Book On Amazon Connect with Lindsey Meyer Connect with Jen Peachman Connect with Philip Mancuso Want to double your Realtor referrals without chasing, cold-calling, or paying for leads? See how Travis Newton grew his production by $40 million! Check Out myAgent Classes Here Connect With Geoff 📸 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, we dive deep into how to build, hire, and grow an effective mortgage team with guest expert Irene Duford, a veteran in the mortgage industry who has coached over 1,000 loan officers, team leads, and branch managers. You’ll learn when to start hiring, what your first role should be, how to define the job before you put up the ad, and exactly how to leverage personality profiling tools like the DISC assessment to avoid the costliest hiring mistakes. The conversation starts with the common pain point: loan officers trying to “do it all” alone, juggling lead generation, underwriting, processing, and closingwhich leads to burnout, inconsistent pipelines, and stalled growth. Irene explains that once you’re closing around five loans a month, it’s time to seriously think about adding support. Key takeaways for this episode: Know when to hireDefine the role firstUse behavioral profiling Whether you’re a solo loan officer looking to build your first team or a branch manager ready to optimize your hiring process and team structure, this episode is packed with actionable advice on hiring the right person, building systems, and creating a high‑performing mortgage team. Connect with Irene on LinkedIn Follow Irene on Instagram Want to double your Realtor referrals without chasing, cold-calling, or paying for leads? See how Travis Newton grew his production by $40 million! Check Out myAgent Classes Here Connect With Geoff 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify

Stuck at 3–4 loans a month? You’re not alone—and it’s not your fault. In this episode, Geoff sits down with Todd Scrima, founder of Summit Funding and coach to over 5,000 LOs, to break down why most loan officers never scale, and exactly what to do about it. You’ll learn: This one’s all about systems that actually move the needle, especially heading into 2026. Connect With Todd: Jolt Marketing LinkedIn Want to double your Realtor referrals without chasing, cold-calling, or paying for leads? See how Travis Newton grew his production by $40 million! Check Out myAgent Classes Here Connect With Geoff A Connect on Instagram S Connect on LinkedIn K Subscribe on YouTube SAY THANKS Leave a review on Apple Podcasts G Leave a rating on Spotify

Want to double your Realtor referrals without chasing, cold-calling, or paying for leads? See how Travis Newton grew his production by $40 million! Check Out myAgent Classes Here Episode Summary: Most mortgage professionals think their biggest challenge is inventory or affordability, but the real problem might be hiding in plain sight: your sales process. In this episode, I sit down with Jake Vermillion, CMO of Mortgage Champions, to unpack why most loan officers are still selling like it’s 2021… and how that’s quietly destroying trust, pull-through, and long-term loyalty. Jake reveals how misalignment between marketing and sales is creating a broken borrower experience—and what to do instead. From replacing “Apply Now” with value-first engagement, to knowing where AI belongs (and doesn’t), this episode is a must-listen for any LO or leader who wants to stay relevant and competitive in 2025 and beyond. Connect WIth Jake on LinkedIn Learn More About Mortgage Champions Double Your Agent Referrals Check out myAgent Classes Here Connect With Geoff A Connect on Instagram S Connect on LinkedIn K Subscribe on YouTube SAY THANKS Leave a review on Apple Podcasts G Leave a rating on Spotify

Want more Realtor referrals as a Loan Officer without chasing, cold-calling, or paying for leads? Discover the proven Realtor referral system top mortgage professionals use to double Realtor partnerships and generate consistent mortgage leads: Go to: https://www.go.myagentclasses.com Episode Summary: In this episode, we talk with Andrew Penner about the often-overlooked goldmine every loan officer already has: their past clients. We explore why so many lenders lose out on repeat business because they don’t know when clients are ready to buy again, refinance, or invest. Andrew introduces Milo.ai, a platform that uses behavioral signals and deeply integrates with CRMs to help mortgage professionals stay top of mind without overburdening their time. The conversation also touches on maintaining authenticity in communications, balancing automation with the human touch, and preparing now for a likely surge in demand moving into 2025–2026. Learn More About Milo Connect With Andrew Double Your Agent Referrals With myAgent Classes Watch the Video Here Connect With Geoff A Connect on Instagram S Connect on LinkedIn K Subscribe on YouTube SAY THANKS Leave a review on Apple Podcasts G Leave a rating on Spotify

Want more Realtor referrals as a Loan Officer without chasing, cold-calling, or paying for leads? Discover the proven Realtor referral system top mortgage professionals use to double Realtor partnerships and generate consistent mortgage leads: Go to: https://www.go.myagentclasses.com Episode Summary: Why are so many loan officers struggling in today’s market, while some are having their best year? In this episode of Mortgage Marketing Radio, real estate coach Tom Ferry reveals the hard truth: most loan officers and real estate agents won’t survive unless they adapt. Tom explains why this market requires four times the effort for a fraction of the income and why so many originators are struggling to generate leads, build referral partnerships, and close deals. If you’re a mortgage professional who feels stuck, ignored by Realtors, or frustrated with the current market, this interview is packed with strategies to help you stay relevant and grow. You’ll learn: If you want to survive and thrive as a loan officer in this tough housing market, don’t miss this powerful conversation with Tom Ferry. Follow Tom Ferry Instagram: @TomFerry - https://www.instagram.com/tomferry/ Facebook: @TomFerry - https://www.facebook.com/TomFerry LinkedIn: Tom Ferry - https://www.linkedin.com/in/tomferry1/ YouTube: Coach Tom Ferry – https://www.youtube.com/user/RealEstateTrainingTF Have a question you’d like Geoff to answer on the podcast? Leave a quick voicemail at www.askgeoffanything.com, and you could be featured in the next AMA episode! Want to Host Realtor Classes That Fill Seats & Your Pipeline, 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. See if myAgent Classes is the right fit for you. Watch the Video Summary Here Connect With Geoff 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify

In this special AMA edition of Mortgage Marketing Radio, we tackle a question from a 20-year industry veteran who’s struggling to turn social media activity into actual clients. Posting is easy, but how do you convert those likes and comments into leads, and then into closed loans? You’ll learn how to: Whether you’re just getting started with social or you’ve been posting for years without much traction, this episode will give you the clarity and confidence to start converting. Have a question you’d like Geoff to answer on the podcast? Leave a quick voicemail at www.askgeoffanything.com, and you could be featured in the next AMA episode! Want to Host Realtor Classes That Fill Seats & Your Pipeline, 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. See if myAgent Classes is the right fit for you. Schedule a Call with Geoff Connect With Geoff 📸 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 & Your Pipeline, 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. See if myAgent Classes is the right fit for you. Schedule a Call with Geoff Episode Summary: In today’s challenging mortgage market, many loan officers are struggling to keep business flowing. But Paul Parsons, known as the Home Loan Superhero, is consistently closing 20–30 loans every single month. Whether you’re a mortgage loan officer, branch manager, or sales leader, this conversation will give you a blueprint to grow your business in any market. Paul shares the systems, scripts, and strategies that are driving his success, and how you can implement them to win more deals without chasing every agent in town. Key Takeaways: Connect With Paul: Instagram TikTok Connect With Geoff 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify ASK GEOFF A QUESTION ❓ Ask Your Question Here

Want to Host Realtor Classes That Fill Seats & Your Pipeline, 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. See if myAgent Classes is the right fit for you. Schedule a Call with Geoff Episode Summary: Are you still trying to “grab coffee” with agents, hoping for a referral that never comes? That playbook’s expired. In this episode, we’re joined by Arjun Dhingra, mortgage veteran, media brand builder, and martial arts coach, who shares how to flip the script, stop chasing, and start building a platform that pulls agents to you. You'll learn: you If you're ready to go from overlooked to in demand, this episode shows you how. Connect With Arjun Here ------------------------------------ Connect With Geoff 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify ASK GEOFF A QUESTION ❓ Ask Your Question Here

Here’s How the Top 1% Get Agent Referrals On Demand Join Geoff Zimpfer for a high-impact training where you’ll discover the exact system the top 1% are using to attract agent referrals on demand… without begging for coffee meetings or being treated like a vendor. Seats are limited. Register for the Training Here Episode Summary: In this episode, Geoff Zimpfer sits down with social media strategist Michelle Berman Mikel to reveal the simple daily action that will transform your pipeline: sending just one outbound message every day. What you’ll learn in this episode: Why “more followers” and “higher engagement” aren’t the right goalsHow to identify your personal “levers”The breadcrumbing approachA real-world success story 🔗 Resources & Links Connect with Michelle Berman Mikel ASK GEOFF A QUESTION ❓ Ask Your Question Here *** CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify

Here's How the Top 1% Get Agent Referrals On Demand Join Geoff Zimpfer for a high-impact training where you’ll discover the exact system the top 1% are using to attract agent referrals on demand… without begging for coffee meetings or being treated like a vendor. Seats are limited. Register for the Training Here Episode Summary: Learn why “chasing views” is crushing your ROI and how to build a repeatable video system that fills your sales pipeline. In this episode, Mike Faraci (author of Rethink Everything: The Power of Video for Business and Sales) breaks down his 5-pillar content framework. You’ll discover the exact metrics to track (hint: it’s not views), the timeline for real results, and the simple onboarding exercise that ensures every clip you post drives genuine leads. Connect With Mike on LinkedIn Visit Mike's Website Get Mikes Book on Amazon 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

Here's How the Top 1% Get Agent Referrals On Demand Join Geoff Zimpfer for a high-impact training where you’ll discover the exact system the top 1% are using to attract agent referrals on demand… without begging for coffee meetings or being treated like a vendor. Here's What You'll Learn: How to get in front of the right agents (and actually get a response) What to say to position yourself as a partner, not a vendor How to turn one agent class into a steady stream of referrals—without doing it all yourself Seats are limited. Register for the Training Here Episode Summary: In this exclusive interview, top mortgage influencer Neel Dhingra breaks down exactly how he went from zero social media presence to 4X business growth using content marketing for loan officers. No more cold calling. No more begging agents. Just modern, scalable loan officer marketing strategies that actually work in 2024. What you'll learn: If you're ready to stop chasing and start attracting, this conversation is a masterclass in modern marketing for mortgage professionals. Connect With Neel on Instagram Follow Neel on YouTube

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. See if myAgent Classes is the right fit for you. Schedule a Call with Geoff ASK GEOFF A QUESTION Ask Your Question Here Episode Summary: Most loan officers are chasing agents. Theoni Rapo is attracting clients—directly from TikTok. In this episode of Mortgage Marketing Radio, host Geoff Zimpfer sits down with Theoni Rapo, the powerhouse behind the viral brand Not Your Daddy’s Lender. With over 238,000 TikTok followers and nearly $20 million in 2024 loan volume, Theoni shares how she used short-form content to build a nationwide, consumer-direct mortgage business. No cold calls. No coffee dates. Whether you’re trying to grow your brand, attract better leads, or ditch outdated sales tactics, this episode breaks down exactly how to start showing up online—and getting clients to come to you. Key Takeaways Why Social Content Beats Cold Calling - The Anatomy of High-Converting Content - Build a Brand That Filters, Not Just Attracts - Scaling Nationwide Without a Local Focus - Systemizing Lead Intake and Follow-Up - Follow Theoni TikTok 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. See if myAgent Classes is the right fit for you. Schedule a Call with Geoff ASK GEOFF A QUESTION Ask Your Question Here Episode Summary: CEO and Founder of Total Expert, Joe Welu reflects on the evolution of customer expectations in the financial services industry over the past seven years. He emphasizes the importance of customer retention and loyalty, highlighting how data and technology can enhance customer engagement. Three Key Takeaways: 1. Client Retention Is the New Battleground Most lenders retain less than 20% of past clients, while leaders like Rocket approach 85%. The difference isn’t just in technology—it’s in having a consistent, disciplined customer journey that starts before the next transaction is even on the radar. 2. Consistency Beats Complexity Top-performing LOs and lenders win not by doing more, but by doing the right things consistently—like building automated, intelligent customer journeys that trigger the right message at the right time, without relying on manual follow-up. 3. You Don’t Need a Call Center to Compete With today’s tech, even individual originators can run plays that mimic large, high-retention teams—thanks to tools that automate outreach, monitor customer intent, and surface high-value opportunities already in your database. Connect With Joe on LinkedIn Learn More About Total Expert CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube LEAVE A REVIEW 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify

Connect With Natalie: (Pic attached) LinkedIn Instagram Zonda 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. See if myAgent Classes is the right fit for you. Schedule a Call with Geoff CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify ASK GEOFF A QUESTION ❓ Ask Your Question Here

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. See if myAgent Classes is the right fit for you. Schedule a Call with Geoff ASK GEOFF A QUESTION ❓ Ask Your Question Here *** WHEN YOU'RE READY 💰 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? See the system that gets these results: If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, click below to watch a brief review of the Agent Referral Xcelerator. Agent Referral Xcelerator

Ready to attract more agent referrals without cold calling? Click the link below to join the VIP waitlist for the Agent Referral Accelerator. Spots are limited, and this opportunity won’t come around again at this level—so don’t wait. Join the VIP Waitlist Here.

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. See if myAgent Classes is the right fit for you. Schedule a Call with Geoff CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 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