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Mortgage Marketing Expert


The Mortgage Marketing Expert podcast mission is simple, to help mortgage professionals build their business and do mortgage marketing better. Top mortgage industry experts share useful content and tips that originators and managers can use to build a more effective and efficient business. The Mortgage Marketing Expert is a founding member of the Industry Syndicate Podcast Network.

The Mortgage Marketing Expert podcast mission is simple, to help mortgage professionals build their business and do mortgage marketing better. Top mortgage industry experts share useful content and tips that originators and managers can use to build a more effective and efficient business. The Mortgage Marketing Expert is a founding member of the Industry Syndicate Podcast Network.


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The Mortgage Marketing Expert podcast mission is simple, to help mortgage professionals build their business and do mortgage marketing better. Top mortgage industry experts share useful content and tips that originators and managers can use to build a more effective and efficient business. The Mortgage Marketing Expert is a founding member of the Industry Syndicate Podcast Network.




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099 The Game Hasn't Changed with Alec Hanson

In this episode I have a fun conversation with my good buddy Alec Hanson. We get back to basics and talk about how each of us got started in the mortgage business, and how those messages apply to today. We also talk about how to kill it in 2021 and what trends are coming and how to capitalize on them. Alec Hanson is a contemporary leader within the Mortgage Industry. Constantly striving to improve, he began his career in origination in 2004 funding over $85M and was named Rookie of the...


098 Expectations for 2021 with Dale Vermillion

In this episode I have a conversation with my great friend, and one of my favorite repeat guests, Dale Vemillion. We break down a lot that has happened over 2020, and talk about where mortgage professionals should be focusing in 2021. Dale and I also break down both high-level and tactical tips that will take your business to the next level! For nearly four decades, Dale Vermillion has dedicated his life to helping loan officers, sales managers, and lending executives reach new levels of...


097 Preventing Fraud with Chris Sauerzopf

In today’s episode I get to interview Chris Sauerzopf, creator of SafeWire. We talk about how fraudsters threaten mortgage & real estate transactions, as well as the ways that it can easily be prevented. We also discuss the best ways to leverage technology in your business and how to move forward in a post-COVID era. Chris is the co-founder and creator of SafeWire & co-owner of World Class Title. Chris has been in real estate since 2004 and has a degree in Industrial Design from the...


096 LinkedIn Strategy with Judi Fox

On today's episode I get to chat with the LinkedIn expert herself, Judi Fox! We talk about everything from Millennial trends and modern consumer behavior, to social media strategies on LinkedIn and Instagram/Facebook. We also walk through examples of how simply networking with other people, and then staying in touch with those contacts, creates some of the biggest opportunities in business. Judi Fox has generated over 5 million views on LinkedIn in the last 2 years, and is featured in Inc...


095 Systemizing Success with Roland Cochrun

On today's episode I have a conversation with Roland Cochrun on how he makes more visible progress while simplifying his task lists. He explains the negative aspects of the go-getter mentality in our industry and details easy ways we can find freedom from stress, lack of time, and systems constraints while adding to the monthly pipeline. Roland Cochrun helps Mortgage Professionals build systems to remove themselves from the day-to-day operations. Roland believes that life is meant to be...


094 Lifestyle Marketing with Stefanie Lugo

In today's episode I have a fun conversation with Stefanie Lugo as she spotlights specific things mortgage professionals need to know when trying to partner real estate agents, as well as how to create more relationships with clients and Realtors through Lifestyle Marketing. Stefanie is a top producing real estate agent in Scottsdale who, along with her husband Bryce, has redefined what it looks like to build a real estate business in 2020 and beyond. Thousands of agents have taken...


093 Empathy & Authority with Brittany Hodak

In this week’s episode, we invited back my good friend Brittany Hodak to discuss the new generations homebuyers and their impact on the mortgage marketing. We also discuss how to become the lender of choice by understanding how to differentiate yourself, as well as what to automate to make sure your database stays engaged. Brittany Hodak is an international keynote speaker and award-winning entrepreneur. She is widely regarded as the go-to source on customer engagement and retention. She...


092 Increase Your Relevance

This episode is a short presentation that I gave during my company's Virtual Sales Summit in early October. I talk about how to create and increase relevance with a target audience and your social circle or sphere of influence. I share some stats around who the majority of mortgage borrowers are in 2020, as well as where their attention is and how to attract some of it to you. I also give some tactical examples of things you can do in Q4 to set yourself up for 2021. Take 5 minutes to...


091 Influence & Engagement with Neal Schaffer

In today’s episode I get to interview Neal Schaffer, a leading authority on helping innovative businesses through digital transformation and social media marketing strategy, influencer marketing, and social selling initiatives. We talk about his recently published book "The Age of Influence" that is redefining digital influence and the ways businesses can leverage influencers and use of them daily. Neal Schaffer is the Founder of the digital marketing consultancy PDCA Social. He also...


090 Database Dollars with Carl White

In this episode, I get to discuss some of the biggest marketing benefits you have over your competition with the one and only Carl White. He takes one of the best-known elements in the industry, our database, and turns it up a notch by giving specifics on how to get the most out of the best opportunities we have, our past clients. Carl White is the Founder of The Mortgage Marketing Animals and the host of the top podcast for loan officers, Loan Officer Freedom. For more than 20 years Carl...


089 Sales Mastery with Todd Duncan

I'm excited to share this special bonus episode where my fellow Industry Syndicate co-founder Dustin Brohm and I interview Todd Duncan, creator of Sales Mastery. Industry Syndicate has teamed up with Todd Duncan for Sales Mastery, the longest running event in the mortgage industry. For the first time ever the Sales Mastery event is happening VIRTUALLY on September 16-18, 2020. In this episode Todd shares some incredible wisdom about how real estate and mortgage professionals should...


088 Authentic Automation with Nate Joens

In this episode I sit down with another technology entrepreneur, Nate Joens. We talk about converting more leads through automated follow-up, how to create more authentic automation, and the importance of systemizing your lead follow up process. Nate Joens is the Co-Founder and CEO of Structurely, the leading conversational artificial intelligence (AI) lead nurture and qualification product for real estate agents, loan originators and other sales and marketing teams. Nate has been a...


087 Customer Experience with Matthew Black

In this episode I interview a technology entrepreneur and recent mortgage borrower, Matthew Black. We talk about how to create a relevant mortgage experience, the best way to balance price and value, and using technology to replace yourself and automate the process. Matthew Black is the Founder and CEO of Mav. With 15 years in tech, he cut his teeth developing some of the world's first social networking sites for MTV and Viacom, then DoubleClick, which was acquired by Google. As a 2X...


086 Follow Up & Automation with Spencer Dusebout & Brannon Lee

In this episode I talk with two tech entrepreneurs Spencer Dusebout and Brannon Lee. They are two of the founders of Daily AI, which is a CRM that is changing the way mortgage and real estate professionals contact, follow-up and communicate with clients and referral partners. Spencer Dusebout is an avid entrepreneur and relentless learner at heart. At 16 Spencer co-founded the nonprofit Hands 4 Others, which helped bring clean water to over 300,000 people in 17 countries around the world....


085 Top Producer Series with Mason-McDuffie Mortgage

This is the first of an episode series that I’m going to start doing throughout the next few months where we bring in a few top producers from companies and ask how they became top producers in the industry. Number one in the series is top producers from my current company Mason-McDuffie Mortgage: Tom Parke, Kathy McAlpine and Victor Romero We take time to talk about the value of starting and growing a database of customers and Realtors, keeping up with the changes in the industry, how to...


084 Trust & Attention with Dave Your Mortgage Guy

In this episode I get to interview a guy I've been bumping into on social media for years, David Krichmar aka Dave Your Mortgage Guy. He and I talk about how to scale a personal brand on social media, the best ways to navigate a busy mortgage environment, and the importance of focusing long-term. David Krichmar has been in the mortgage industry since 2001 and is an award-winning Mortgage Banker with Legend Home Lending, AKA Dave Your Mortgage Guy. Dave is a Top Producer, he’s written...


083 Creating Micro-Content with Kate Bradley Chernis

In this episode I have a fun conversation with content expert, Kate Bradley Chernis. She and I talk about how to take long-form “pillar” content and break it down into smaller pieces of “micro” content to use on social media and across your marketing platforms, as well as the most efficient ways to create marketing content to build your business. Kate Bradley Chernis is the Founder & CEO of Lately, which uses AI to instantly transform podcasts, videos and any online news articles or blogs...


082 Minimize Time & Maximize Value with Ben Smidt

In this episode I get to talk with a good friend of mine, and talented digital marketer, Ben Smidt. He and I take some time to talk about how originators can minimize time and maximize value, as well as the digital and social media marketing strategies that originators need to be focusing on right now. Ben Smidt serves as MGIC’s Digital Strategy Director. He leads corporate development and management of MGIC's digital marketing strategy across the enterprise. This includes establishing a...


081 Collaboration & Operations with Leora Ruzin

In this episode I chat with Certified Mortgage Banker, Leora Ruzin. We talk about the collaboration between operations and sales, and how that can help you scale your business, as well as marketing ideas for educating home buyers and Realtors. Leora Ruzin, CMB is Director of Real Estate Lending at Valley First Credit Union & Managing Editor of Mortgage Women Magazine. She has been in mortgage lending for 13 years and holds the designation of “Certified Mortgage Banker’ from the Mortgage...


080 Video & Branding with The Mortgage Nerd

In this episode I interview Denise Donoghue, or as most people know her, The Mortgage Nerd. We talk about how to embrace your true self in branding, bonding with clients through the power of videos, and how a sense of humor will always be appealing and approachable. Denise Donoghue, aka the Mortgage Nerd, is a top-producing originator with Thrive Mortgage. She has been voted one of D magazines top mortgage professionals for 4 straight years. She is a top 1% originator in the US, as well as...