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Welcome back to Lending Leadership: The Creative Brief, where we dive deep into the real drivers of growth for mortgage professionals, leaders, and their teams.
Today, we’re thrilled to bring you a conversation that we’ve been looking forward to for some time. We’re joined by Irene Duford, founder and CEO of Loan Team Training and an experienced coach who has spent decades in the mortgage business crafting high-performing loan teams and helping mortgage professionals master their mindsets. Our chat with Irene isn’t just about the nuts and bolts of mortgage training—it’s about the powerful impact of self-talk, intentional communication, and building systems that truly serve the whole team.
Key takeaways:
If you’re ready to start shifting your business from the inside out—by working on your mindset, your team, and your systems—be sure to listen through to the end for specific tools you can implement today. And if you want to know more about Irene’s training courses or support in hiring, reach out to us or connect with Irene directly.
Thanks for joining us on Lending Leadership: The Creative Brief. If you found value in this episode, please like, subscribe, and share with your team. We’ll catch you next time!
Rach & Rinn
Welcome back to Lending Leadership: The Mortgage Pros—your go-to source for real talk on leadership, recruiting, and building successful teams in the mortgage industry.
This week, we dove deep into one of the most commonly misunderstood (and, honestly, daunting) aspects of being a branch manager: RECRUITING. If you’ve ever found yourself wondering, “Why isn’t my company recruiting loan officers for me?” or felt overwhelmed at the thought of building a branch people actually want to join, this episode is for you.
No special guest this week—just us, Robert Fillyaw, Dave Holland, and Tom Mills—three longtime mortgage pros who’ve all walked the recruiting road ourselves. We pooled our biggest wins, hardest lessons, and no-BS tactics for attracting top talent and creating the kind of leadership teams stick with.
We unpacked why most managers strike out when it comes to recruiting, the misconceptions that hold leaders back, and what it really takes (from mindset to process) to consistently add talented loan officers to your branch—and keep them thriving. From why servant leadership trumps being a top producer, to real-world advice for avoiding bad hires, we’re sharing behind-the-scenes stories and actionable steps to help you level up.
Whether you’re a solo producer thinking about growing a team, a seasoned branch manager ready for your next hire, or just want to hear some wild recruiting stories, this is an episode you don’t want to miss.
Key Takeaways:
Thanks for joining us for an honest, in-the-trenches look at what it really takes to build and lead a team in this business. Whether you’re growing your branch or thinking about making your next hire, remember: Participation in your own success starts with you, not your company. Relationships, accountability, and authenticity are the foundation of lasting recruitment and retention.
Questions or comments? We’d love to hear from you. Don’t forget to like, subscribe, and leave us a five-star review! See you next time on Lending Leadership: The Mortgage Pros.
Robert, Tom, and Dave
Welcome back to Lending Leadership: The Creative Brief.
In our latest episode, we’re diving into a topic our audience asks about all the time: event planning. We know great events don’t just happen—they’re meticulously crafted and strategically funded, often supported by thoughtful sponsorships. To help us unpack the “what, why, and how” of event planning, we welcomed a very special guest: Melanie Schuyler, HMA's event director, who has become a true pro at turning ideas into successful, unforgettable gatherings.
Melanie has worn many hats—social media, graphic design, and event planning—but it’s her passion and expertise for organizing events that have made her such a powerful force behind some of the most effective industry meetups on our calendar. In this candid conversation, she shares lessons learned from trial and error, the power of preparation, and why a solid checklist can be your event’s best friend.
Key takeaways:
Whether you’re a new loan officer planning your first happy hour or a seasoned pro looking to scale up your annual rally, Melanie’s advice and our group’s discussion is packed with actionable, real-world tips. And remember—just start. No event is perfect the first time, but every event is a step toward excellence.
Have questions or want help planning your event? Drop us a DM or comment. We’re here to help you turn ideas into experiences that build lasting business relationships.
Don’t forget to subscribe to Lending Leadership for more creative strategies and expert guests. We’ll catch you next time!
Rach & Rinn
Welcome back to Lending Leadership: The Mortgage Pros, your go-to source for real talk about thriving in today’s mortgage industry.
We just hit the halfway point of the year, so in this episode, we’re laser-focused on the power (and necessity) of a mid-year business plan review for loan officers. A lot of us are feeling that “summer swagger,” but we caution against getting too comfortable—complacency can easily sneak in when business is looking good. With uncertainty looming in Q3 and Q4, this is the prime time to double-check, re-engage, or even re-invent your business strategy.
Today, Robert Fillyaw, Tom Mills, and Dave Holland dig into why this check-in matters, how to recalibrate when things drift off course, and what actions you can take right now to position yourself for a strong year-end finish.
Key takeaways:
We’re halfway through the year, but it’s never too late to get back on track—or even to start from scratch if you need to. If you’re stuck, reach out to us directly for help, ideas, or accountability partnership.
If you found value in today’s episode, please hit subscribe, leave us a review, and share the episode with your fellow mortgage pros. Thanks for joining us on Lending Leadership: The Mortgage Pros. Let’s finish this year stronger than we started!
Robert, Tom, & Dave
Welcome back to Lending Leadership: The Creative Brief!
In this episode, we get right to the heart of what truly makes brands and businesses connect with their audiences: storytelling. In a world increasingly dominated by AI-generated content and relentless marketing noise, how do we stop sounding salesy and start sounding human? That’s what we wanted to dig into today.
We’re thrilled to be joined by Sara Lohse, founder of Favorite Daughter Media, co-founder of Branded Media, and the author of “Open This Book: The Art of Storytelling for Aspiring Thought Leaders.” Sara is an absolute authority on harnessing authentic storytelling for business—whether you consider your industry “boring” or bursting with personality. We’ve had the pleasure of working with Sara through Branded Media, who produce this very podcast, and we couldn’t wait to have her share her wisdom directly with our listeners.
We cover a wide range of topics—from overcoming the fear of vulnerability, to how even simple or funny stories (like getting an embarrassing tattoo in Ireland) can transform a business, to why authenticity and relatability matter more than a picture-perfect “Hallmark movie” narrative. Sara walks us through the pitfalls of forced vulnerability, the importance of storytelling in even the most mundane industries, tips for concise but compelling stories, and how AI fits into the evolving landscape of brand voice and connection.
Whether you’re a mortgage professional trying to remember that storytelling is for you, too, or a business owner anxious about keeping it “real” in your marketing—this episode gives you both inspiration and actionable takeaways for finding and sharing your voice.
Key takeaways:
BONUS: We also get the story behind the Favorite Daughter Media name, tips on how to work with AI (“it’s an assistant, not an employee!”), and a hilarious behind-the-scenes podcasting mishap that proves authenticity always trumps fabrication.
Get your copy of Sara's book at https://a.co/d/5IJl0L8.
Don’t forget to subscribe at LendingLeadership.com or on your favorite podcast platform so you never miss an episode. Thanks for listening—we’ll catch you next time!
Rach & Rinn
Welcome back to Lending Leadership: The Mortgage Pros—your trusted resource for mastering the ever-evolving world of mortgage lending.
On today’s episode, we’re diving deep into what borrowers are really looking for in 2025, 2026, and beyond. With Dave Holland, Tom Mills, and Robert Fillyaw at the roundtable, we explore how borrower expectations have shifted in our tech-driven world. We reflect on where the industry has come from—remembering handwritten directions, in-person meetings, and even FedEx’d disclosure packets—and contrast those experiences with today’s landscape of instant information, online applications, and the ever-growing influence of online reviews and social media.
This conversation will bring you decades of firsthand insight from the three of us as originators and leaders in the business. We'll talk about the new realities facing mortgage pros, from dealing with savvier, more informed clients to balancing high-touch service with the need for instant gratification, and how to avoid getting left behind as the market continues to change.
We discuss everything from the commoditization of our roles to how to stand out as a trusted advisor, and offer tactical strategies to ensure you’re not losing deals you never really had in the first place.
Key takeaways:
We hope you find these insights as valuable as we do. Join the conversation—let us know what’s working for you as you adapt to the needs of today’s and tomorrow’s borrowers!
Robert, Tom, and Dave
Welcome back to Lending Leadership: The Creative Brief.
Today, we’re especially excited to introduce you to someone who literally grew up dreaming of being a loan officer. We’re talking about Lindsay LaBonte—who, from childhood, was inspired by her father’s dedication to helping families achieve the American dream of homeownership. Lindsay joins us to share her unique journey into the mortgage business, including taking over her family’s legacy branch, becoming a branch manager, and how she built a purpose-driven team—all while balancing life as a wife and mother.
In this episode, we dive into Lindsay’s early exposure to the industry, her resilience through market downturns, and the personal evolution she’s gone through as both a leader and a mom. We discuss her decision to join HMA Mortgage, how she navigated the complexities of change with her team, and her hands-on strategies for building a supportive, high-performing branch. Lindsay also opens up about the realities of being a successful female leader in lending and the power of asking for help. Finally, we touch on her holistic approach to marketing, why genuine connection matters more than ever, and how she’s adapted to a more digital world while never losing sight of the people at the center of her work.
Key takeaways:
If you’re a loan officer—or any leader—seeking inspiration on intentional growth, female leadership, or how to weather industry highs and lows with grace, this is the episode for you. As always, DM us for resources like the “Acts of Freedom” worksheet, or reach out to Lindsay directly for support, especially if you’re navigating change, building your team, or balancing motherhood and a mortgage career.
Join us next time as we continue diving deep into leadership, lending, and the stories that fuel our industry. Don’t forget to like, share, and subscribe—your journey to intentional lending leadership starts here!
Rach & Rinn
Welcome back to Lending Leadership: The Mortgage Pros where we tackle the real challenges, pivots, and wins in today’s mortgage industry.
In this episode, we’re digging deep into a hot topic that’s on every loan originator’s mind: the reality check on the long-awaited refinance (refi) boom. Dave Holland and Tom Mills break down what these new market predictions mean for your business plan, why it’s time to stop waiting on refis, and how to adapt for sustained success.
Key Takeaways:
If you’re feeling stuck or in need of a sounding board, we’re here. We offer leadership and coaching calls for anyone wanting to retool their strategy, no strings attached. Drop your questions, send us your episode ideas, and let’s tackle the second half of the year together.
Let’s get after it—the market may not deliver the boom you hoped for, but opportunity abounds for those ready to grow, adapt, and lead.
Robert, Tom, and Dave
Welcome back to Lending Leadership: The Creative Brief, your trusted stop for all things mortgage leadership, creative strategy, and lender success.
In this episode, we’re thrilled to sit down with Mike Whiteaker—HMA Team Leader, Senior Loan Officer, and a five-time Scotsman Guide Award winner. Mike joins us to pull back the curtain on what it really takes to thrive in the mortgage business, moving beyond the resume, titles, and traditional questions to dig into the marketing, mindset, and creative strategies that have set him apart.
We kick things off by exploring the fun, kitschy video content Mike is known for—especially his trademark "Home Buyer Tip" segments. Mike shares how he found his voice and built a personal brand by embracing humor, authenticity, and a bit of goofiness. Together, we discuss the importance of letting your true personality shine through in an industry that can sometimes feel intimidating or overly buttoned up.
We also talk about the realities behind achieving—and sustaining—elite status in the industry, as Mike describes the persistence, networking, and focus on client experience that have guided his journey to five consecutive Scotsman Guide wins. Beyond accolades, he gets candid about why it’s important not to rest on past achievements, but to keep striving and innovating year after year.
Throughout the conversation, we share real-world insights about productivity, work-life balance, leveraging a support team, and even knowing when to let go—like choosing not to attend every closing in person as your volume grows. Plus, Mike opens up about the creative problem-solving and “rescue” deals that come his way, and why having the right team and mindset can be the difference between a closed loan and a lost opportunity.
Key takeaways:
We hope you enjoy this deep dive into the realities of lending leadership, marketing with authenticity, and building a high-performing business—straight from one of the industry’s best. Make sure to follow Mike Whiteaker for more creative mortgage content, and don’t forget to subscribe for our next episode of Lending Leadership: The Creative Brief!
Rach & Rinn
Welcome back to Lending Leadership: The Mortgage Pros, where we share real talk and actionable insights for mortgage professionals, from originators just starting out to established leaders looking to sharpen their edge.
In today’s episode, we’re shifting gears from the technical, loan-specific questions we tackled last week and diving deep into something even more foundational: the importance of leadership and coaching in the mortgage business.
We dig into tricky questions about ego, mindset, setting boundaries, the fear of both failure and success, and knowing when—and how—to seek out coaching. This isn’t a polished, scripted Q&A: we haven’t seen these questions ahead of time, so what you’re hearing are our genuine, from-the-heart insights, mixed with a little bit of humor and plenty of real-world perspective from our own experiences as mortgage leaders.
Whether you’re struggling with self-sabotage as your momentum grows, wondering if you really need a coach or just better time management, or feeling shaky after a slow year, we’ve got you covered with candid advice that pulls from both personal stories and industry observations.
Key takeaways:
Whether you’re considering if you really need a coach, fighting to maintain balance, or simply wanting to level up your mortgage career, we hope today’s episode inspires you to reframe coaching, invest in yourself, and build habits that set you up for success—both personally and professionally.
Don’t forget to send us your questions for upcoming episodes, leave a five-star review, and subscribe so you never miss an episode. Until next time, keep leading—we’re in this together!
Robert, Tom, & Dave
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