In this episode, host Phil Treadwell welcomes Michael Sweigert, mortgage professional and fellow podcast host. Michael shares insights on connecting with audiences, leveraging social proof, and using multiple engagement methods beyond just a website. The discussion debunks podcasting myths, emphasizing that social media and podcast success doesn’t require expensive gear—just a phone, a mic, and a willingness to start. Don’t miss this episode filled with tips and tricks to build your reputation from the screen to in-person!

Starting out in lending at the ripe age of 24, Michael quickly earned the moniker of the Bearded Banker, becoming a customer favorite known for his expertise, transparency, and enjoyable sense of humor. Starting out in the mortgage industry completely on his own, he started using unconventional methods to develop referral partnerships - with one of those being his podcast. 

00:20 Meet Michael

02:50 Going in Blind

05:30 From Transactional to Relationships

08:15 Changing Your Strategy

09:50 Connecting With Content

13:20 Think Like a Consumer

14:45 What is Your Social Proof?

18:40 It’s Not Just the Website

20:35 Build an Arsenal of Methods

22:20 The Myths of Podcasting

24:00 Only a Mic and a Camera

27:25 More Than Just a Podcast

30:10 Podcasting and Sphere of Influence

34:45 Your Phone is Enough

38:50 Podcast Success Stories

43:20 Just Do It

Connect with Michael and his podcast! Instagram | Website

Bluetooth microphone set

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In this episode, Phil is joined by fellow podcast host, Jimi Ryan. Phil and Jimi’s conversation highlights the strategic use of social media as a powerful tool for engagement, brand awareness, and customer relationship management. Jimi’s experience in different parts of the mortgage world brings great insight and strategies to make building one’s database smooth and simple. Don’t miss this episode filled with tactics and strategies to better your business!

Jimi Ryan is the Chief Creative Officer at Shape Software, where he leads innovative design and creative strategies to drive the company's vision forward. Jimi is also the host of the popular podcast Get It Done, where he shares insights on productivity, leadership, and creative success, inspiring listeners to take action and achieve their goals.

00:20 Meet Jimi

01:25 A Lot of Effort, But Not a Waste

04:15 How Much is Attention Worth?

06:40 Leads Come From Conversations

08:00 Balance Trust and Attention

10:30 Social Media is Necessary

14:00 Be Relevant Enough So People Answer

16:50 41 ½ Second Sale Strategy

21:05 Winning with Shape 

25:40 Lead Management vs. CRM

26:30 Prioritize Your List

28:00 Did All the Work, Now What?

31:00 The Three E’s

33:25 Own Your Database

Connect with Jimi: Facebook | Instagram | Linkedin

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In this episode, host Phil Treadwell talks through the strategies for how to make 2025 the best year yet. Building a brand, cultivating relationships, and creating daily habits will push any professional ahead of the rest!

Phil Treadwell is an award-winning entrepreneur, national speaker, and podcaster with over 20 years of experience in the mortgage and real estate industry. As the Founder and Mindset Coach at M1 Academy, ranked #4 among the Top 10 Mortgage Coaching Programs of 2023, Phil helps professionals achieve peak performance through proven strategies for mindset and execution. Recognized with multiple honors, including USA TODAY’s Top 10 Founders to Follow in 2024, Phil is dedicated to empowering professionals to reach their full potential.

00:10 New Year, New Goals

02:11 Building Your Habits

03:04 Marketing is Getting Someone’s Attention

04:50 What Content is Best For You?

09:21 Tactical Resources

10:30 Lead Generation

11:55 A Grandma Statement

12:40 Start the Conversation

17:55 From Acquaintance to Client

20:55 What is THEIR Focus?

22:10 Be Respectful of Their Time

23:50 Let Yourself Be Seen

25:35 Have Intentionality

26:30 Putting it All Together

29:45 Consistent and Persistent

GET FREE RESOURCES TO ELEVATE YOUR BUSINESS

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In this episode, the podcast is taken over by Phil Treadwell’s assistants, Christina and Taylor. Along with Phil, Christina and Taylor talk about the importance of building relationships and give perspective as clients from outside the mortgage world. Phil goes through commonly used terminology and phrases from a mortgage professional’s vocabulary and demonstrates that just because a word is used does not mean that it is fully understood. Don’t miss this entertaining episode showcasing that taking the time to show rather than tell can build a foundation for client success!

Christina spent five years as an elementary school teacher. Her passion for fostering connections and creativity led her to transition into the marketing world. Now, she is a marketing assistant and social media manager at M1 Academy, where she leverages her teaching experience to craft engaging content and build meaningful relationships.

Taylor is a former elementary school teacher with six years of experience. Her tenure in the classroom has endowed her with significant organizational skills, innovative problem-solving abilities, and the aptitude to engage with individuals across various age groups. She has made the transition to the corporate environment, where she is a business manager and personal assistant for M1 Academy.

00:20 A Change in Host

02:45 Meet Christina and Taylor

06:10 Don’t Forget the Millenials

07:45 Acronym Trivia

12:40 Just Saying It Isn’t Actually Knowing It

15:45 A Picture is Worth a Thousand Words

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In this informative episode, host Phil Treadwell welcomes Freddie Mac's Scott Reuter to discuss the myths and trends surrounding appraisals and valuations. As the Chief Appraiser and Director of Property Valuation at Freddie Mac, Scott talks about Uniform Appraisal Dataset (UAD) redesign and how to get prepared, appraisal quality, and alternative valuation options. Scott shares his knowledge on these topics and gives an inside look into the current and emerging trends of the market today. Don’t miss this episode for insights on new and improved things coming from Freddie Mac and how they benefit mortgage professionals!

With over 35 years of experience in appraisal and collateral risk management, Scott has held leadership roles at Bank of America, Goldman Sachs, and GE. Recently, he was honored as the 2021 Valuation Visionary by the Collateral Risk Network and received GE’s Americas Award for Outstanding Contribution to the Business.

00:20 Meet Scott

01:45 Alternative Valuation Options

05:05 Property Data Report Collection Myths

09:20 ACE, PDR, UPD, and More

13:35 Not Just One and Done

15:50 Bettering Appraisal Practices

20:45 Potential Biased Words and Phrases

24:00 UAD Redesigned

29:45 Appraisals = More Objective

31:25 Thorough, Complete, and Data-Driven 

35:50 Timeline to the Finished Product

39:00 Talk to Your Appraiser

Check out these UAD resources: https://sf.freddiemac.com/tools-learning/uniform-mortgage-data-program/uad

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In this episode of the Mortgage Marketing Expert podcast, host Phil Treadwell is joined by Brian Weis, a CRO Owner, coach, and consultant. Together, they talk through strategies to help build a professional’s production and growth through outsourcing, time-blocking, and collaboration. Don’t miss this episode packed with tactics to find your North Star and grow leads into conversations!

Brian Weis is a 30 year mortgage industry veteran. He helps mortgage lenders increase volume and serve more clients. Brian helps real estate companies increase their revenue and improve customer experiences by adding ancillary services. He co-wrote the book “Rethink Everything You Know About Being a Next Gen Loan Officer” to address how things are changing in the industry.

01:15 Meet Brian

03:00 A Need for a Coach

06:00 Role Evolution

08:45 Hungry for Information

10:00 Play the Long Game

13:00 Find the Magic Number

14:25 Think Outside the Box

16:20 Take More Action

17:45 Catalyst for Extra Effort

19:05 How to Find New Excitement

22:45 It All Comes Back to Conversations

24:45 Brian’s Top Tactic

26:40 There’s No Secret Sauce

30:00 Double Down

CONNECT WITH BRIAN: Website | LinkedIn | Action Plan Community

TAKE YOUR MORTGAGE CRM TO THE NEXT LEVEL WITH AIDIUM: https://thinkaidium.com/

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In this episode, host Phil Treadwell welcomes Megan Anderson, VP of Client Relations at MBS Highway. Together they talk through different ways that AI’s powers can be used and that it is not as daunting as it seems. With Megan’s vast knowledge of the mortgage world, she shares her tips and tricks into using AI for business growth, content creation, and client relations. Tune into this episode to learn how to push the boundaries of AI to benefit a professional in all aspects of life. 

Megan Anderson is a prominent leader in the mortgage industry. With a talent for public speaking, she has trained over 10,000 loan officers, making her a key voice in mortgage advising and market analysis. A Certified Mortgage Advisor, Megan specializes in AI training and market trend analysis, drawing on insights from her mentor, industry expert Barry Habib. She also hosts the podcast "On the Highway," where she interviews top achievers in the mortgage field. Known for her innovative training methods, Megan is dedicated to empowering professionals with the knowledge and tools to succeed in a competitive landscape. 

01:35 Meet Megan Anderson

05:45 Where to Start with AI?

08:10 Your ChatGPT Assistant

10:40 Communicating with AI

14:35 AI is Not as Smart as it Seems

15:30 Ask and You Could Receive

17:00 Tokens for ChatGPT

18:30 AI and Your Business

20:45 Just Go Use It

23:00 Use AI’s Powers for Good

25:00 AI and the Creative Process

28:00 Megan’s Favorite AI Tools

30:40 Start with Curiosity

CONNECT WITH MEGAN: Website | Instagram

AMPLIFY YOUR CRM AUTOMATION WITH AIDIUM: https://thinkaidium.com/

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In this episode, host Phil Treadwell and guest Vince Nepolitan have a conversation about reframing mindset to get results and how anyone can rise to the top if they’re willing to put in the effort. Vince provides insight on the myths behind renovation loans, the importance of making connections, and how work is more than just a four-letter word. Don’t miss this talk on how breaking out of the sphere of comfort to learn something new can ultimately benefit businesses and professionals alike. 

Vince is nationally recognized in the mortgage and real estate industry, known as "Mr. Renovation" with 24 years of experience. He currently serves as an industry coach, helping top professionals nationwide improve their business strategies, regardless of market conditions. Partnering with Keller Williams, he teaches agents how to effectively market difficult listings and enhance property appeal. Additionally, he advises mortgage companies on building and optimizing pipelines using niche financing strategies. A published author of the best-selling book Renovate Me, Vince has also been an inspirational speaker for a decade and a keynote speaker for major financial institutions and organizations like Keller Williams, NAMMBA, NAHREP, VLTA, ALTA and many more.

01:20 Meet Vince

02:35 The Power of Connections

04:55 The Rise of Mr. Renovation

11:30 Work is the Priority

15:25 Create Systems and Processes

16:40 Rate is Not the Most Important Thing

19:20 Job of a Coach

20:45 Why Renovation?

22:20 Get Educated on Renovation

26:00 The Myths of Renovation Loans

28:20 Renovate the Client Consult

30:40 Add Value to the Transaction

33:15 Turning a House into a Home

35:10 Go Learn Something New

CONNECT WITH VINCE: Email | Website

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In this strategy-filled episode, host Phil Treadwell and guest Spencer Dusebout dive into the world of AI and CRM automation. Spencer, the CEO and Founder of Aidium Mortgage CRM, breaks down how the power of automation, along with AI, can strengthen engagement between business and client, help with time management, and improve lead conversions. In a technology-driven atmosphere, this episode shows why Aidium is one of the top CRMs in the industry with business integration, content creation, and data organization. Don’t miss this talk on how this platform can differentiate one professional from another and build better business results. 

Spencer Dusebout is a serial entrepreneur obsessed with solving problems in underserved industries. At 16, Spencer co-founded Hands4Others, a non-profit that delivered clean drinking water to over 250,000 people in impoverished communities across the world. He has spent the past 5 years building Aidium, a robust mortgage CRM and Business Intelligence platform focused on leveraging automation, AI, and data analytics to transform the mortgage process and empower lenders.

00:20 - Meet Spencer

01:55 - How AI has Changed the Mortgage Industry

03:50 - Originators and AI

09:00 - Let Producers Create

11:50 - Don’t Use Compliance as an Excuse

13:50 - Data and Business Intelligence

18:30 - Understand Your Numbers

21:20 - The Perks of Aidium

23:30 - What is Automation?

25:10 - Engaging with Referral Partners

27:30 - Differentiate Yourself with Communication

30:30 - Don’t Let Perfect Be the Enemy of the Good

32:50 - Stress Test Your Business

34:30 - Aidium’s Playbook

Learn More about Aidium: https://thinkaidium.com/

Connect with Spencer on LinkedIn

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In this valuable episode, host Phil Treadwell explores the art of personal branding on LinkedIn with expert Dan Smokoska. Dan shares his insights on how to effectively use LinkedIn to grow your professional presence, emphasizing the importance of focusing on your ideal client. He breaks down the strategies for creating impactful content, engaging authentically with your network, and leveraging the platform’s features to build a strong, recognizable brand and mortgage business. Whether you're just starting out or looking to refine your LinkedIn approach, this episode offers actionable tips to turn feedback into fuel for success and elevate your brand to new heights.

Dan Smokoska is an expert in the mortgage industry, recognized as the leading LinkedIn and social selling coach. With a background as a former loan officer, he has earned accolades such as being named one of the "40 Under 40" top mortgage professionals. Dan is also the founder of the WinWeekly Newsletter and the co-author of Rethink Everything You Know About Being A Next Gen Loan Officer.

Show Highlights:

00:25 - Meet Dan

02:10 - An Interesting Time in the Industry

04:45 - Social Media Selling IS Back to the Basics

07:30 - Building Trust on Social Media

11:30 - Giving it Away

13:30 - Why LinkedIn

18:00 - Failure is Part of the Recipe

24:30 - The Truth About LinkedIn

28:20 - Social Media is Social Proof

31:15 - Getting Results on LinkedIn

36:00 - Just Do the Work

Connect with Dan on LinkedIn

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