Lisa McBeth is the Assistant VP of Business Development at Magnus Title Agency. She possesses a proven track record of launching new innovative marketing strategies, expanding markets, fostering strong business relationships, and executing strategic business plan initiatives. A natural leader with excellent selling, communication and presentation skills. Lisa is a competitive person with a positive attitude which keeps her focused on the end results.

Topics Covered:

• Golf
• PGA Tour vs LIV Golf
• What does Lisa do for work
• Investments
• The market is shifting
• Marketing systems
• Lead generation
• Farming in real estate
• Social Media
• Consistency
• Keys to success

Important Links & Info:
Follow Lisa:
Instagram: https://www.instagram.com/openescrowwithme/
Facebook: https://www.facebook.com/lisa.unfugmcbeth
LinkedIn: https://www.linkedin.com/in/lisa-mcbeth-ab4b1220/

Follow Jeff:
Instagram: https://www.instagram.com/jeffsmithaz/
Facebook: https://www.facebook.com/profile.php?id=100002927397116
LinkedIn: https://www.linkedin.com/in/jeff-smith-40627016/

The Smith Team at CCM
Call Us: 480.909.4000
Email Us: [email protected]
APPLY NOW @ www.smith-team.com
CCM NMLS 3029 NMLS 1642793 NMLS 413643

Important Links & Info:
Follow Jeff:
Instagram: https://www.instagram.com/jeffsmithaz/
Facebook: https://www.facebook.com/profile.php?id=100002927397116
LinkedIn: https://www.linkedin.com/in/jeff-smith-40627016/

Jeff Smith - Tiger Home Loans
📲 480.909.4000
📩 [email protected]
🔗 www.tigerhomeloans.com
Equal Housing Opportunity
Tiger Home Loans NMLS: 2425582 NMLS: 413643

On this episode, Jeff shares what non-qm products are in the lending world. Then he goes into detail on some great non-qm products that are offered by CCM. If you have any questions about any of these products, please call Jeff's team at the number below, or send and email and they'll be happy to help!

Topics Covered:

• FHA Loans
• VA Conventional Loans
• Jumbo Loans
• Non-Conforming Loans
• Qualified Mortgages
• Bank Statements Program
• 1099 Program
• Debt service coverage ratio
• Foreign National Program
• Bridge Loan Program
• Down Payment Assistance Program
• And More!

Important Links & Info:
Follow Jeff:
Instagram: https://www.instagram.com/jeffsmithaz/
Facebook: https://www.facebook.com/profile.php?id=100002927397116
LinkedIn: https://www.linkedin.com/in/jeff-smith-40627016/

The Smith Team at CCM
Call Us: 480.909.4000
Email Us: [email protected]
APPLY NOW @ www.smith-team.com
CCM NMLS 3029 NMLS 1642793 NMLS 413643

Important Links & Info:
Follow Jeff:
Instagram: https://www.instagram.com/jeffsmithaz/
Facebook: https://www.facebook.com/profile.php?id=100002927397116
LinkedIn: https://www.linkedin.com/in/jeff-smith-40627016/

Jeff Smith - Tiger Home Loans
📲 480.909.4000
📩 [email protected]
🔗 www.tigerhomeloans.com
Equal Housing Opportunity
Tiger Home Loans NMLS: 2425582 NMLS: 413643

For over a decade, Mike Hengy has been providing excellent experiences for his customers. Mike's detail-oriented approach and philosophy of constant communication have led to countless satisfied clients. Mike puts an emphasis on listening carefully to understand a client's goals and circumstances, and he's honest about what the best options are, even it it's with someone else!

Originally from the Midwest, Mike is proud to call Arizona home. Out of the office, he enjoys spending time with his wife and two kids – plus playing golf at the beautiful courses Arizona offers whenever he gets the chance!

Topics Covered:

• How Mike got into the mortgage business
• What Mike likes most about the mortgage business
• The hardest part of the mortgage business
• Business Goals
• Cold Calls
• Creating a plan and sticking to it
• What sets Mike apart from other LO’s️️️️
• Honesty in business

Important Links & Info:

Follow Mike:
Instagram: https://www.instagram.com/mikehengy79/
480-212-8800
MikeHengy.com

Follow Jeff:
Instagram: https://www.instagram.com/jeffsmithaz/
Facebook: https://www.facebook.com/profile.php?id=100002927397116
LinkedIn: https://www.linkedin.com/in/jeff-smith-40627016/

The Smith Team at CCM
Call Us: 480.909.4000
Email Us: [email protected]
APPLY NOW @ www.smith-team.com
CCM NMLS 3029 NMLS 1642793 NMLS 413643

Important Links & Info:
Follow Jeff:
Instagram: https://www.instagram.com/jeffsmithaz/
Facebook: https://www.facebook.com/profile.php?id=100002927397116
LinkedIn: https://www.linkedin.com/in/jeff-smith-40627016/

Jeff Smith - Tiger Home Loans
📲 480.909.4000
📩 [email protected]
🔗 www.tigerhomeloans.com
Equal Housing Opportunity
Tiger Home Loans NMLS: 2425582 NMLS: 413643

In this podcast episode, Jeff gives a detailed breakdown of his successful mortgage business plan that generates a seven-figure income. He emphasizes the importance of daily routines, consistent prospecting, and relationship-building with clients and referral partners. Jeff organizes his week into specific themes, such as reaching out to pre-approvals on Wednesdays, focusing on past clients on Thursdays, and acquiring new referral partners on Fridays.

Jeff also discusses various other tasks like a birthday program for clients, regular social media updates, and the use of thank you notes to maintain strong relationships. Moreover, he emphasizes the power of networking through events and organizations, such as the Chamber of Commerce, Rotary Club, and Realtor Association meetings.

To further grow his business, Jeff talks about hosting homebuyer seminars, providing market updates, and leveraging social media to build his brand, targeting different categories such as homebuyers, realtors, and loan officers. He recommends batching content creation to make it more efficient and maintaining a strong online presence through daily posting.

Jeff concludes by emphasizing that executing this plan at a high level requires dedication and hard work, but it is a proven method that leads to success in the mortgage business.

Important Links & Info:
Follow Jeff:
Instagram: https://www.instagram.com/jeffsmithaz/
Facebook: https://www.facebook.com/profile.php?id=100002927397116
LinkedIn: https://www.linkedin.com/in/jeff-smith-40627016/

Jeff Smith - Tiger Home Loans
Call: 480.909.4000
Email: [email protected]
www.tigerhomeloans.com
Equal Housing Opportunity

Important Links & Info:
Follow Jeff:
Instagram: https://www.instagram.com/jeffsmithaz/
Facebook: https://www.facebook.com/profile.php?id=100002927397116
LinkedIn: https://www.linkedin.com/in/jeff-smith-40627016/

Jeff Smith - Tiger Home Loans
📲 480.909.4000
📩 [email protected]
🔗 www.tigerhomeloans.com
Equal Housing Opportunity
Tiger Home Loans NMLS: 2425582 NMLS: 413643

Jeff is joined today by Brian Elder. Brian Elder is an agent with Goosehead Insurance located in Mesa, AZ. Brian joined Goosehead because of his unwavering commitment to take care of his clients. Using cutting edge technology to shop with dozens of “A” rated insurance companies in just a few short minutes, he is able to find the right coverage at a competitive price. He takes the time to review all of the options and customizes a policy based on the unique risks and desires of each client. After finalizing an option, Brian is backed by a service team that has the highest client loyalty rating in the industry. Request a quote from Brian and you will quickly understand why Goosehead is one of the fastest growing distributors of home and auto insurance in the United States.

Topics covered:

• The current market
• Inflation
• Mortgage backed securities
• Home Buyers market
• Stock market/investing when its low
• Invest NOW
• Seminars
• Brian’s career in insurance
• Career replacement through automation
• Importance of insurance agents
• Types of homeowners insurance
• How credit effects insurance policy prices
• Why time is more important than money
• How to prospect for business/prospecting strategies
• Coaching programs and the knowledge they bring

Important Links & Info:
Connect with Brian: https://www.goosehead.com/
Follow Jeff:
Instagram: https://www.instagram.com/jeffsmithaz/
Facebook: https://www.facebook.com/profile.php?id=100002927397116
LinkedIn: https://www.linkedin.com/in/jeff-smith-40627016/

The Smith Team at CCM
Call Us: 480.909.4000
Email Us: [email protected]
APPLY NOW @ www.smith-team.com
CCM NMLS 3029 NMLS 1642793 NMLS 413643

Important Links & Info:
Follow Jeff:
Instagram: https://www.instagram.com/jeffsmithaz/
Facebook: https://www.facebook.com/profile.php?id=100002927397116
LinkedIn: https://www.linkedin.com/in/jeff-smith-40627016/

Jeff Smith - Tiger Home Loans
📲 480.909.4000
📩 [email protected]
🔗 www.tigerhomeloans.com
Equal Housing Opportunity
Tiger Home Loans NMLS: 2425582 NMLS: 413643

Today's episode is a special one as Jeff is joined by his dad, Randy Smith!

Randy graduated from Washington State University in 1974 with a degree in Political Science & received a Master's in Business in 1975. Randy then worked at several different financial institutions as a construction loan officer, originating loans for small to medium sized builders in the Seattle area through 1990. Following that venture, Randy joined Chase Manhattan Private Mortgage Banking in 1990 & was promoted to branch manager in 1992. Shortly after he was recruited to Norwest Private Mortgage Banking (later to become Wells Fargo) and opened an office in Bellevue as manager in 1995. Randy was promoted to Regional Sales Manager/VP for Washington and Alaska in 2003 eventually reaching a total headcount of 400 plus processing staff.  The region was among the largest and most profitable in the country. Randy retired from the mortgage industry on July 1, 2011.

Topics covered:

• Getting into mortgage industry
• The freedom, entrepreneurial side, and every day being different
• Generating business in the mortgage industry
• Staying in front of referral partners
• Managing relationships in business
• Respect as manager was key to success and culture
• Common traits among best originators
• Can sales skills be learned or is it natural?
• Big vs small personalities & ego
• Dealing with fire drills/issues in business
• The house Jeff grew up in was 22% prime rate
• Advice for people in mortgage business during tough times
• How long does it take for people to get weeded out in a rising rate environment
• Advice to someone looking to get in the loan business
• How do you plan for retirement
• The housing market is crashing , how are you preparing?
• Hidden fees in mutual funds
• 401k fees are the worst

Important Links & Info:
Follow Jeff:
Instagram: https://www.instagram.com/jeffsmithaz/
Facebook: https://www.facebook.com/profile.php?id=100002927397116
LinkedIn: https://www.linkedin.com/in/jeff-smith-40627016/

The Smith Team at CCM
Call Us: 480.909.4000
Email Us: [email protected]
APPLY NOW @ www.smith-team.com
CCM NMLS 3029 NMLS 1642793 NMLS 413643

Important Links & Info:
Follow Jeff:
Instagram: https://www.instagram.com/jeffsmithaz/
Facebook: https://www.facebook.com/profile.php?id=100002927397116
LinkedIn: https://www.linkedin.com/in/jeff-smith-40627016/

Jeff Smith - Tiger Home Loans
📲 480.909.4000
📩 [email protected]
🔗 www.tigerhomeloans.com
Equal Housing Opportunity
Tiger Home Loans NMLS: 2425582 NMLS: 413643

The changes we're seeing in the housing market, stock market, and economy are on everyone's mind right now. On today's episode, Jeff addresses the common questions and concerns that he is hearing around an impeding recession of 2022. What does this mean for the home market? What does a recession do to home prices? What does a recession do to interest rates? All of these questions and much more are answered on this episode!

Some key topics covered by Jeff:

• The current market/inflation 
• Mortgage backed securities
• Buyers market
• Stock market/investing when its low
• Invest NOW
• Seminars

Important Links & Info:
Follow Jeff:
Instagram: https://www.instagram.com/jeffsmithaz/
Facebook: https://www.facebook.com/profile.php?id=100002927397116
LinkedIn: https://www.linkedin.com/in/jeff-smith-40627016/

The Smith Team at CCM
Call Us: 480.909.4000
Email Us: [email protected]
APPLY NOW @ www.smith-team.com
CCM NMLS 3029 NMLS 1642793 NMLS 413643

Important Links & Info:
Follow Jeff:
Instagram: https://www.instagram.com/jeffsmithaz/
Facebook: https://www.facebook.com/profile.php?id=100002927397116
LinkedIn: https://www.linkedin.com/in/jeff-smith-40627016/

Jeff Smith - Tiger Home Loans
📲 480.909.4000
📩 [email protected]
🔗 www.tigerhomeloans.com
Equal Housing Opportunity
Tiger Home Loans NMLS: 2425582 NMLS: 413643

Jennifer is the Team leader of The Marsh Team at Russ Lyon Sotheby's International Realty. Jennifer enjoys helping people with such a significant moment in their life. She is a native of the Valley and knows the Phoenix Metro well and can assist homebuyers in finding the area that is the best for them whether they are moving from another state or moving from another neighborhood.

On this episode, Jeff & Jennifer cover:

• Jennifer's journey into the real estate industry
• Purchasing a first home at the age of 21 & turning it to a rental
• The value of buying a home as young as possible
• Jeff’s first home experience & rolling it into new homes
• Generating leads early in career, rentals leading to business
• Staying in touch with rental clients, CRM & calendar approach
• Jennifer building her team, being picky with agents
• Goals with team and business moving forward for Jennifer
• Jeff on Tony robins book lesson
• Changes in the housing market, houses still selling fast
• Housing market changes explained
• Cromford report findings, housing market statistics: 108% increase in listings in last month
• Pricing your home correctly, market psychology 
• Importance of working with a realtor for new build homes
• Changes in new home builds
• Jennifer's rental property strategy
• What should you do to prepare your home for sale 

Important Links & Info:
Follow Jennifer:
Instagram: https://instagram.com/the.marsh.team
Facebook: https://www.facebook.com/
Website: https://www.viewscottsdaleazhomelistings.com

Follow Jeff:
Instagram: https://www.instagram.com/jeffsmithaz/
Facebook: https://www.facebook.com/profile.php?id=100002927397116
LinkedIn: https://www.linkedin.com/in/jeff-smith-40627016/

The Smith Team at CCM
Call Us: 480.909.4000
Email Us: [email protected]
APPLY NOW @ www.smith-team.com
CCM NMLS 3029 NMLS 1642793 NMLS 413643

Important Links & Info:
Follow Jeff:
Instagram: https://www.instagram.com/jeffsmithaz/
Facebook: https://www.facebook.com/profile.php?id=100002927397116
LinkedIn: https://www.linkedin.com/in/jeff-smith-40627016/

Jeff Smith - Tiger Home Loans
📲 480.909.4000
📩 [email protected]
🔗 www.tigerhomeloans.com
Equal Housing Opportunity
Tiger Home Loans NMLS: 2425582 NMLS: 413643

Chris Medellin is a Branch Manager at loanDepot. With 15 years of sales and leadership experience- as well as fulfillment management experience--Chris has been able to bring the operational experience to his sales team, building loyal customers through a positive mortgage experience.

Chris has been in the mortgage industry since 2001. Starting off as a call center manager, Christopher helped launch the commerce and telesales mortgage model for JPMorgan Chase in Tempe, AZ, achieving Leader's Club recognition in 2006 & 2007. In 2010, Christopher moved to Wells Fargo Home Mortgage to launch the Retail Branch Processing Model as a Regional Underwriting and Closing Manager for the West Division.

Having built a successful fulfilment platform and receiving many production awards, Christopher transitioned back to Sales as an Area Sales Manager for Wells Fargo Home Mortgage in 2012. That year, Christopher's teams served twice the number of families as they had the year prior, increased employee satisfaction, and doubled his leadership staff count by hiring 6 Branch Managers.

In 2015, Christopher seized the opportunity and made the move to mortgage with the goal to
increase market share in the East Valley within metro Phoenix. Christopher was born and raised in San Antonio, Texas, and after many relocations throughout the US he has planted roots in Chandler, Arizona. He has lived in Arizona for 10 years with his wife and three kids. A few of his favorites are; running, attending live concerts, road trips, and spending time with his family.

Important Links & Info:

Follow Chris: https://linktr.ee/chrismedellin

Follow Jeff:
Instagram: https://www.instagram.com/jeffsmithaz/
Facebook: https://www.facebook.com/profile.php?id=100002927397116
LinkedIn: https://www.linkedin.com/in/jeff-smith-40627016/

The Smith Team at CCM
Call Us: 480.909.4000
Email Us: [email protected]
APPLY NOW @ www.smith-team.com
CCM NMLS 3029 NMLS 1642793 NMLS 413643

Important Links & Info:
Follow Jeff:
Instagram: https://www.instagram.com/jeffsmithaz/
Facebook: https://www.facebook.com/profile.php?id=100002927397116
LinkedIn: https://www.linkedin.com/in/jeff-smith-40627016/

Jeff Smith - Tiger Home Loans
📲 480.909.4000
📩 [email protected]
🔗 www.tigerhomeloans.com
Equal Housing Opportunity
Tiger Home Loans NMLS: 2425582 NMLS: 413643

Today's episode is all about how to buy a home. What does that process look like? What does the pride of home ownership mean? That's an amazing feeling, to have a place that you can call your own, a home base, a mortgage payment that's locked in. 

Steps to buy a home:

• Figure out if you can be approved for financing unless you're sitting on cash and you're going to write a check for it.
• Talk to a lender and get preapproved for a mortgage. 
  • Gather information of what your goals are
  • Determine your budget
  • Two most important numbers, your monthly payment and total cash to close
  • Where you want to buy it
  • How much you have available to put down
  • Roughly what your credit score is
  • What you do for a living
• Submit an application online and you're going to provide some paperwork to verify your income and your assets.
• Run a credit report.
• Prequal consultation.
• You get a pre-qualification letter.
• Shop for homes.
• Your Agent will help you negotiate with the seller and their agent. 
• Once you go under contract, the first thing that you're going to do is write a check to the title company. 
• You could cancel the contract for any reason during those first ten days to get a full refund of your earnest money. 
• Your real estate agent is going to set you up with an inspector to do an inspection of the home. 
• Assuming everything's good on the home now you're continuing to move forward in the transaction. 
• Hear the rest of the steps on this episode!

Important Links & Info:
Follow Jeff:
Instagram: https://www.instagram.com/jeffsmithaz/
Facebook: https://www.facebook.com/profile.php?id=100002927397116
LinkedIn: https://www.linkedin.com/in/jeff-smith-40627016/

The Smith Team at CCM
Call Us: 480.909.4000
Email Us: [email protected]
APPLY NOW @ www.smith-team.com
CCM NMLS 3029 NMLS 1642793 NMLS 413643

Important Links & Info:
Follow Jeff:
Instagram: https://www.instagram.com/jeffsmithaz/
Facebook: https://www.facebook.com/profile.php?id=100002927397116
LinkedIn: https://www.linkedin.com/in/jeff-smith-40627016/

Jeff Smith - Tiger Home Loans
📲 480.909.4000
📩 [email protected]
🔗 www.tigerhomeloans.com
Equal Housing Opportunity
Tiger Home Loans NMLS: 2425582 NMLS: 413643