The big man himself, Santa, is joining us for a chat the day after Christmas to drop his top business secrets on how he gets it done every year! At the end of the day, he's running a business just like us in the housing industry, so his tips on productivity, follow-up, and staying up to date on trends will resonate with us all.

Don't miss your chance to hear from Santa in this fun episode hosted by Hannah McManus and Sara Rodgers!

Lending Forward is the home for real discussions about the industry we love. Hear first-hand accounts every week from the people at the heart of the business – Mortgage Bankers, Realtors, Financial Advisors, Coaches, and more – as they cultivate transparency around the future of lending.

So tell us, how are you lending it forward?

In this episode of Lending Forward, host Hannah McManus sits down with Tyler Osby, a highly successful Loan Officer out of Iowa. When it comes to capturing and utilizing client reviews, Tyler knows his stuff. At the time of this recording, on Google he has a 5-star ranking with 1,270 (and counting!) reviews to support it. During this conversation, he helps to uncover the immense value client reviews have brought him in building his thriving business.

In the true spirit of Lending Forward, Tyler shares proven techniques for encouraging clients to leave meaningful feedback, and shares tips on how to take this feedback to amplify your brand. Tyler shares practical insights from his extensive industry experience, offering strategies to turn reviews into a powerful tool for trust-building and long-term success.

Tyler also discusses his involvement in The Loan Atlas, and you can learn more about that here: https://go.theloanatlas.com/osby-reviews

Whether you're new to the mortgage world or a seasoned pro, this episode provides a roadmap for leveraging client feedback to enhance your reputation, strengthen client relationships, and create lasting impact. Don’t miss this engaging and actionable conversation!

Lending Forward is the home for real discussions about the industry we love. Hear first-hand accounts every week from the people at the heart of the business – Mortgage Bankers, Realtors, Financial Advisors, Coaches, and more – as they cultivate transparency around the future of lending.

So tell us, how are you lending it forward?

In this episode of Lending Forward, we’re joined by Neil Mathweg, founder of Agent Rise Coaching, to uncover the secrets behind building a thriving real estate business. Neil shares his proven Three Pillar Plan framework, breaking down how to leverage your sphere of influence, master your chase strategies, and attract opportunities with impactful social media tactics.

We dive into the importance of consistency, day-blocking strategies to simplify your workflow, and how to overcome challenges like imposter syndrome and a shifting market. Neil’s actionable advice and contagious positivity will inspire you to create a clear, personalized plan that aligns with your strengths and builds the confidence to succeed.

Whether you’re a seasoned agent or just starting out, this episode is packed with insights to help you thrive in the relationship-driven world of real estate.

You can connect with Neil by visiting agentrisecoaching.com.

Tune in and take the next step in elevating your business!

Lending Forward is the home for real discussions about the industry we love. Hear first-hand accounts every week from the people at the heart of the business – Mortgage Bankers, Realtors, Financial Advisors, Coaches, and more – as they cultivate transparency around the future of lending.

So tell us, how are you lending it forward?

In this heartfelt episode of Lending Forward, we dive into the remarkable stories of not one, but two special guests – Cody Fox and Monica Rousseau. They join us to share their inspiring stories of resilience, community, and unwavering support in the wake of the Hurricane Helene disaster that hit their homes in Western NC at the end of September 2024.

Cody Fox is a fellow Lending Forward host, and he first chats with Director and Host Sara Rodgers to tell his story of what he saw in those first hours, days, and weeks among his community members.

Cody then takes the host reigns to welcome on one of his industry partners and friends, Monica Rousseau - Principal Broker of Realty ONE Group Pivot. Monica recounts her journey navigating the immediate aftermath of Helene, highlighting the crucial role of connection and collaboration.

From the overwhelming generosity of her nationwide network, to neighbors stepping up in every way they can, this conversation showcases how the power of relationships extends far beyond transactions. Monica shares how her real estate network became a lifeline for affected communities, coordinating relief efforts and distributing essential supplies.

As we shift gears to discuss the recovery process, Monica offers practical advice for agents on navigating challenges during times of crisis, emphasizing the importance of strong local and national networks. Tune in to discover how focusing on values, teamwork, and community-building not only helps weather the storm but also lays the foundation for a brighter future.

Whether you're in real estate or simply inspired by stories of humanity and hope, this episode reminds us all of the profound impact of lending a hand, and lending it forward.

Lending Forward is the home for real discussions about the industry we love. Hear first-hand accounts every week from the people at the heart of the business – Mortgage Bankers, Realtors, Financial Advisors, Coaches, and more – as they cultivate transparency around the future of lending.

So tell us, how are you lending it forward?

In this episode of Lending Forward, host Hannah McManus dives in with special guest, Laura Arce from UnidosUS. They discuss trends, challenges, and opportunities shaping Hispanic homeownership in the United States.

Laura discusses the evolving needs of a younger, tech-savvy Hispanic demographic, the impact of language and cultural pride on trust-building, and the vital role of word-of-mouth communication in the community.

Tune in to get a better understanding of effectively serving Hispanic homebuyers, from understanding their unique financial pathways to leveraging nonprofit housing counselors for long-term success. We also explore what the incoming administration in 2025 might mean for housing policies and the broader Hispanic community.

Don't miss this episode packed with strategies and insights to help loan officers and agents thrive while making a meaningful impact.

Lending Forward is the home for real discussions about the industry we love. Hear first-hand accounts every week from the people at the heart of the business – Mortgage Bankers, Realtors, Financial Advisors, Coaches, and more – as they cultivate transparency around the future of lending.

So tell us, how are you lending it forward?

In this episode of Lending Forward, host Hannah McManus dives into the critical world of cybersecurity with Lindsay Barbera, a seasoned expert from Atlantic Bay Mortgage Group. Lindsay walks us through essential practices for protecting client data and staying safe in an increasingly digital industry. From the basics of avoiding public Wi-Fi and using VPNs to understanding multi-factor authentication and recognizing potential fraud tactics, Lindsay offers practical advice that every mortgage banker and real estate agent can put to use immediately.

She also shares how her passion for cybersecurity translates into her work at Atlantic Bay, including initiatives to educate teams and clients alike on how to avoid costly data breaches. Wrapping up, Lindsay discusses her plans to “lend it forward” in 2025 by giving back to the industry that has shaped her career.

Whether you're on the go, working remotely, or just looking to strengthen your online security practices, this episode is a must-listen for actionable insights on safeguarding yourself and your clients in today’s cyber landscape. Tune in for valuable advice and stay one step ahead in the world of digital security!

Lending Forward is the home for real discussions about the industry we love. Hear first-hand accounts every week from the people at the heart of the business – Mortgage Bankers, Realtors, Financial Advisors, Coaches, and more – as they cultivate transparency around the future of lending.

So tell us, how are you lending it forward?

In this episode of Lending Forward, host Hannah McManus sits down with Matt Marx, CEO of Evocalize, a collaborative advertising platform that simplifies local digital marketing execution. Together, they explore the evolving landscape of lead generation in the age of AI, and dive into upcoming changes to the Telephone Consumer Protection Act (TCPA), set to take effect in January 2025.

With these changes looming, Matt breaks down the potential impacts on lead generation, marketing outreach, and compliance in our highly regulated industry. While the new rules may seem overwhelming, Matt offers practical strategies for housing professionals to stay ahead of the curve and leverage these shifts to their advantage.

Tune in for actionable insights that will help you prepare for the new year, ensuring your marketing practices are not only compliant but also more effective than ever.

Lending Forward is the home for real discussions about the industry we love. Hear first-hand accounts every week from the people at the heart of the business – Mortgage Bankers, Realtors, Financial Advisors, Coaches, and more – as they cultivate transparency around the future of lending.

So tell us, how are you lending it forward?

In this episode of Lending Forward, Bill Hitchcock sits down with Bethany Neeley from Homebot to explore how their platform is transforming the way loan officers and real estate agents collaborate. Bethany shares Homebot’s unique approach to co-branding, designed to support loan officers and agents by providing valuable client insights that go beyond traditional drip campaigns. She discusses how behavioral data helps users foster client relationships and stay proactive in a tech-driven market, whether reaching first-time buyers or seasoned homeowners.

Bethany also dives into the latest Homebot updates, from enhanced affordability tools for buyers to new features in the Home Digest, aimed at keeping clients engaged with personalized data. Wrapping up, Bethany shares her personal goal of lending it forward by helping users streamline their processes, maximize efficiency, and deliver top-notch service. Don’t miss this episode if you’re ready to take client engagement to the next level with insights from a true industry innovator!

Lending Forward is the home for real discussions about the industry we love. Hear first-hand accounts every week from the people at the heart of the business – Mortgage Bankers, Realtors, Financial Advisors, Coaches, and more – as they cultivate transparency around the future of lending.

So tell us, how are you lending it forward?

In this episode of Lending Forward, we sit down with Dennis Giannetti, Coach and Trainer, to explore how mortgage professionals can not only survive but thrive during different market conditions. Dennis breaks down the two key drivers in life: faith and fear, and explains how choosing to believe in your own abilities and resilience can help you stay grounded and achieve success even in difficult times.

We dive into practical strategies for overcoming the overwhelm, staying consistent with your goals, and combating the fear-driven mindset that can stifle progress. Dennis shares his personal experiences, including insights on the "Superman Complex," and offers actionable advice on how to become the hero of your own story. Whether it’s maintaining a strong mindset, taking consistent daily action, or performing acts of kindness to elevate those around you, this episode is packed with motivation and wisdom that will inspire you to keep moving forward.

Join us as we explore how to navigate the ever-changing mortgage industry and beyond with confidence, determination, and a "burn the ships" mentality.

Lending Forward is the home for real discussions about the industry we love. Hear first-hand accounts every week from the people at the heart of the business – Mortgage Bankers, Realtors, Financial Advisors, Coaches, and more – as they cultivate transparency around the future of lending.

So tell us, how are you lending it forward?

On this episode of the Lending Forward, we bring you an insightful conversation with Dave Phillips, a seasoned association executive who shares his thoughts as he transitions into retirement, or as he prefers to call it, “refiring.” Dave is the current CEO of the Raleigh Regional Association of REALTORS (RRAR), and he joins host Eliza Delgado to reflect on his contributions to real estate law, community housing initiatives, and leadership development. He highlights key accomplishments such as drafting Virginia’s agency law and establishing housing foundations to support essential workers in affordable homeownership.

Dave emphasizes the importance of association involvement, especially for agents who have a direct impact on their local communities. He touches on the balance between managing growth, and how associations like the RRAR foster a sense of community through various local initiatives.

Dave is a treasure in our industry as he continues to foster future leaders and offer his wisdom to inspire meaningful leaders within associations. His next chapter is filled with purpose, joy, and an ongoing commitment to making a difference.

Lending Forward is the home for real discussions about the industry we love. Hear first-hand accounts every week from the people at the heart of the business – Mortgage Bankers, Realtors, Financial Advisors, Coaches, and more – as they cultivate transparency around the future of lending.

So tell us, how are you lending it forward?