LoanOfficerPodcast.com

In this LoanOfficerPodcast.com episode the host Chris Johnstone… speaks with Pamela Beattie and Jeffrey Anklam of Waterstone Mortgage in Appleton, Wisconsin, about how they combine AI search optimization, local SEO, online reviews, and consistent content marketing to generate new mortgage business. With more than 17 years at Waterstone Mortgage, a team of 13, and production up approximately 40% year over year at the time of the interview, they share how their marketing strategy is helping them grow in a competitive mortgage market.

Jeffrey explains that their team is closing 3–4 mortgage deals per month through AI-driven leads and has accumulated more than 400 five-star Google reviews. They discuss how consistent online visibility, YouTube content, podcasting, short-form videos, and answering borrowers' questions can help mortgage professionals become more discoverable through AI-powered search.

In this episode, you'll learn:

•⁠ ⁠Generate AI Leads – How they attract 3–4 mortgage deals monthly through AI search.

•⁠ ⁠Build Online Visibility – How Google reviews, YouTube, podcasts, and short videos support discoverability.

•⁠ ⁠Combine AI With Relationships – How client referrals and Realtor partnerships help sustain mortgage growth.

Listen to the full episode to learn how Pamela Beattie and Jeffrey Anklam are adapting their mortgage marketing strategy for AI-powered search. Apply these lessons to strengthen your online visibility, attract better-fit prospects, and build a more sustainable mortgage business.

If you found this episode valuable, please leave LoanOfficerPodcast.com a 5-star review and share it with another loan officer or mortgage professional who wants to grow through AI and digital marketing.

Book a 1-on-1 Call and Let Us Help You Rank in Your Local Market! - https://api.leadconnectorhq.com/widget/booking/1rhzKLrWYd0ayRKC9E0I

In this LoanOfficerPodcast.com episode the host Chris Johnstone… speaks with AL Watson, a mortgage professional specializing in non-QM, DSCR, fix-and-flip, and new construction loans. AL shares how he began receiving AI-driven referrals and funded approximately 4–5 loans through AI referrals after building his online visibility.

3 things you'll learn:

•⁠ ⁠Generate AI Referrals – How AL began receiving approximately 5–9 inquiries weekly through AI search.

•⁠ ⁠Dominate Local SEO – Why focusing on your local market and specific loan products can help you stand out.

•⁠ ⁠Turn Visibility Into Funded Loans – How daily content, niche positioning, and tracking lead sources can improve your strategy.

Listen to the full episode to learn how to attract AI-driven mortgage referrals and apply these strategies to your business. If you find it valuable, subscribe and leave a 5-star review!

Book a 1-on-1 Call and Let Us Help You Rank in Your Local Market! - https://api.leadconnectorhq.com/widget/booking/1rhzKLrWYd0ayRKC9E0I

In this LoanOfficerPodcast.com episode the host Chris Johnstone talks with Cache Nies, a mortgage professional focused on growing through Realtor relationships, social selling, one-to-many education, and AI-driven marketing.

•⁠ ⁠Fund 12 loans in a month – Learn how Cache uses relationships, prospecting, and consistent visibility to generate mortgage business.

•⁠ ⁠Build Realtor relationships through social selling – Discover how commenting, engaging, and DMing targeted agents can turn cold prospects into warm appointments.

•⁠ ⁠Get mortgage leads from ChatGPT – Cache shares how his content, blog, YouTube channel, reviews, and online presence helped generate 1–2 AI recommendations per month, including a recently closed loan. Book a 1-on-1 Call and Let Us Help You Rank in Your Local Market! - https://api.leadconnectorhq.com/widget/booking/1rhzKLrWYd0ayRKC9E0I

Listen to the full episode to learn how Cache Nies is building toward $100M in mortgage volume and apply these strategies to your own business. If you found the episode valuable, leave a 5-star review.

In this LoanOfficerPodcast.com episode the host Chris Johnstone talks with Israel Lopez, a sales director at Certain Lending who specializes in non-QM financing and has helped grow the company from $3M to more than $200M in monthly loan volume. Israel also personally closes approximately $10M in a slow month and up to $30M in a strong month.

•⁠ ⁠Build a non-QM loan business – Learn how Israel uses specialization in DSCR, bank statement, fix-and-flip, and construction loans to serve investors and generate repeat business.

•⁠ ⁠Generate and convert more leads – Discover how his team uses networking, referrals, paid social media, and a structured content strategy to generate opportunities and support a 25-loan-officer team.

•⁠ ⁠Scale with systems and speed – Learn how Israel uses approximately $100K/month in advertising, achieves a reported 4–5X ROAS, and prioritizes speed-to-lead and AI-powered follow-up.

Listen to the full episode to learn how Israel Lopez built a high-volume non-QM lending operation and how you can apply these strategies to your mortgage business. If you found the episode valuable, leave a 5-star review.

In this LoanOfficerPodcast.com episode the host Chris Johnstone talks with Sterling Birdsong, who averaged approximately $50 million per year in SBA loan production as an SBA loan officer before founding Lendstra, a nationwide SBA loan brokerage.

•⁠ ⁠Identify $500K–$5M SBA opportunities – Learn which owner-occupied commercial real estate, business acquisition, and special-use property deals can fit SBA financing.

•⁠ ⁠Turn SBA referrals into closed loans – Discover how mortgage lenders can partner with an SBA specialist instead of turning commercial opportunities away.

•⁠ ⁠Use AI and targeted marketing to scale – Sterling explains how technology has helped him scale faster while building targeted SBA lead-generation funnels.

Listen to the full episode to learn how Sterling built $50M/year in SBA loan production, identify SBA opportunities, and apply these strategies to your own business. If you found the episode valuable, leave a 5-star review.

In this LoanOfficerPodcast.com episode Chris Johnstone sits down with Marrion J Cherian to walk through the plan and systems he is using to grow to $200 M in Annual Volume.

With Marrion's 19+ years experience in financial services there is a ton of value in this episode.

You get to learn: •⁠ ⁠Where he gets the majority of his deals from.

•⁠ ⁠His #1 strategy for growth with elevated rates.

•⁠ ⁠How to turn your network into mortgage opportunities consistantly

•⁠ ⁠How he creates value for both his clients and partners at the same time!

Check out the episode and make sure you join our brand new SKOOL Community for access to our AI Mastermind calls.

https://www.chrisskool.com

In this LoanOfficerPodcast.com episode the host Chris Johnstone talks with Mandi Feely-Swain, a 30-year mortgage veteran whose team closed 400+ loans and approximately $160M in volume last year.

•⁠ ⁠How 82 loans helped turn around a struggling business – Mandi shares how returning to frontline origination helped turn a red P&L black in 2012.

•⁠ ⁠Why hundreds of handwritten thank-you notes matter – Learn how gratitude and consistent communication helped build long-term referral and builder relationships.

•⁠ ⁠How to build a repeatable mortgage growth system – Mandi explains database marketing, agent and builder partnerships, daily activities, and her Origination Boost system.

Listen to the full episode to learn Mandi Feely-Swain's proven mortgage growth strategies, apply them to your business, and leave a 5-star review if you found the episode valuable.

In this LoanOfficerPodcast.com episode the host Chris Johnstone… talks with Jennifer Lawrie, a 25-year mortgage veteran who went independent and rediscovered the power of her database, referrals, and the fundamentals of mortgage marketing.

•⁠ ⁠Reactivate Your Database – How Jennifer used simple calls, texts, and emails to generate referrals.

•⁠ ⁠Go Back to Basics – Why CRM organization and consistent Monday-to-Friday habits still matter.

•⁠ ⁠Expand Your Niche – How opening up her business led Jennifer to close 3 mobile-home loans in one year.

Listen to the full episode, apply Jennifer's strategies to your mortgage business, and leave a 5-star review if you found it valuable.

In this LoanOfficerPodcast.com episode the host Chris Johnstone sits down with Phoebe Jaeckels, a mortgage professional with more than 30 years of experience across real estate and mortgage lending. Phoebe shares how she built a referral-driven mortgage business through deep mortgage expertise, strong Realtor relationships, exceptional communication, and a commitment to solving problems.

In this episode, you'll learn:

How Phoebe builds a referral based mortgage business through realtors and past clients

•⁠ ⁠How she turns client relationships into long term realtor referrals and repeat business

•⁠ ⁠How strong communication, product knowledge, and closing deals create loyal referral partners

If you enjoyed this episode, subscribe to LoanOfficerPodcast.com, share it with another mortgage professional, and leave us a 5-star review

In this LoanOfficerPodcast.com episode the host Chris Johnstone sits down with Mallory Strotheide, a mortgage professional who transformed her business from cold calling and internet leads into a 100% referral-based mortgage business built on Realtor relationships, past clients, database marketing, social media, and consistent relationship-building.

In this episode, you'll learn:

•⁠ ⁠How she built a 100% referral based business, with 50–60% from Realtors and 25–30% from past clients

•⁠ ⁠How she reaches 900 Realtors every month, with 20–30 attending her Realtor Bootcamp

•⁠ ⁠How she uses database marketing, client events, social media & AI to generate referralsh

If you enjoyed the episode, subscribe to LoanOfficerPodcast.com, share it with another mortgage professional, and leave us a 5-star review.