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By Mortgage Marketing Radio
4.9
262262 ratings
The podcast currently has 432 episodes available.
The most played episodes among Podcast App listeners.

Want more Realtor referrals without spending your week cold calling agents?In this episode, longtime client Glenda White joins the Agent Referral Xcelerator cohort to break down how she uses educational agent classes to create appointments, build trust with real estate agents, and turn those relationships into mortgage referral opportunities.Glenda shares the process she uses after teaching a Google Business Profile class for real estate agents, including how she gets agents to book 15-minute audits, asks for reviews, follows up for six weeks, and creates a natural opportunity to ask for the agent’s next buyer.You’ll hear:Why teaching agent classes gives loan officers a better reason to start conversations with RealtorsHow Glenda turns a class into booked one-on-one appointmentsThe 15-minute audit process she uses after classHow she follows up for six weeks without sounding like a cold callerHow and when she asks agents for the businessWhy some of her best referral relationships started with agents she might not have targeted otherwiseIf you’re a loan officer, mortgage broker, branch manager, or mortgage professional looking for a better way to build Realtor relationships, this episode gives you a practical look at how agent classes can become part of your mortgage marketing strategy.Want to start teaching agent classes?Get my free 5-day email course, The Agent Class Method, and learn how to use educational classes to get in front of real estate agents, create meaningful follow-up conversations, and develop more referral opportunities.Get it free at: https://myagentclasses.com/email-course

What if the loan officers who are struggling most to grow their business are asking the wrong question — and one loan officer from Fargo, North Dakota figured out the right one?In this episode, guest host Katie Shive sits down with Kayla Kallander — a top-producing loan officer, LinkedIn powerhouse, and first-time home buyer advocate who's built a referral machine in one of the most overlooked markets in the country.If you think first-time home buyers are too much work for too little payoff, this episode is going to flip that script entirely.Here's what we get into:"Prescription Without Diagnosis Is Malpractice" — Why Kayla refuses to quote a rate before she knows the full picture, and how this one mindset shift positions her as a trusted advisor instead of a commodity.The Realtor "Three Card" Problem — What Kayla says to realtors who still give out multiple lender cards, and the exact script she uses to get exclusive referrals.Social Media Without a Marketing Team — She's active on LinkedIn, Instagram, Facebook, and TikTok — with just a VA and a Canva account. She breaks down exactly how she does it and why stories are where the real magic happens.Why LinkedIn is the Most Underrated Platform for Loan Officers — How one LinkedIn post led to a group of financial advisors sending her 30% of her annual business — from a state she'd never even worked in.The Real Cost of Rate Shopping — The client who called comparing rates from a Minnesota credit union and what Kayla said that turned it around on the spot.The Magic of First-Time Buyers — Why the clients most loan officers avoid are the ones building Kayla's most loyal referral base.The Viral Carousel Post — How a contrarian Saturday morning post about interest rates triggered more DMs, new followers, and a cross-state referral relationship than anything she'd posted before.Plus — how she's using AI (specifically Claude) with a custom brand book to write content that actually sounds like her, not a robot.Whether you're a veteran loan officer looking to reignite your pipeline or a newer LO trying to figure out where to start, this conversation is loaded with real, repeatable strategies that are working right now.Listen. Take notes. Then go post something.Show Notes / Resources Mentioned:Connect with Kayla on LinkedIn: https://www.linkedin.com/in/kayla-kallander/Connect with Kayla on Instagram: https://www.instagram.com/kaylakallandermortgage/First Home IQ: https://www.firsthomeiq.com/LenderCrate: https://lendercrate.com/Coffee and Contracts: https://coffeecontracts.com/Claude AI: https://claude.ai/Connect with Katie on LinkedIn: https://www.linkedin.com/in/katieshive/

What does it actually look like when a top-producing loan officer stops dabbling with AI and fully embeds it into every layer of his mortgage business?In this episode of Mortgage Marketing Radio, guest host Katie Shive sits down with Abdel Khawatmi — Area Manager and founder of Got Mortgages with PRMG — to break down the exact system behind 121 units, $40M in personal production, and 210% net revenue growth year over year.This is not a conversation about generating social media captions with ChatGPT. This is a ground-level look at how a working originator rebuilt his operations, client experience, and team structure around AI — and what that means for every loan officer trying to compete right now.What you'll learn:Why Abdel cut his offshore team from 7 to 3 — and what AI does insteadHow he uses ChatGPT to calculate Schedule C & E income, build SOPs, and draft compliant letters of explanationWhy he’s on the phone with clients MORE since implementing AI — not lessThe hyperlocal event strategy that his referral partners can't stop talking aboutHis ROI framework: Relevance, Omnipresence & IntimacyThe 4-step client experience model that keeps his pipeline full without him being the first touchThe one thing he tells every loan officer who asks, "where do I start?"If you are a loan officer grinding in a tough market and wondering how to build a smarter, leaner, more profitable business — this is the episode you have been waiting for.Connect with Abdel on LinkedIn https://www.linkedin.com/in/abdel-khawatmi-79a511144/ Connect with Abdel on Instagram: https://www.instagram.com/got_mortgages/ Connect with Katie Shive on LinkedIn: https://www.linkedin.com/in/katieshive/

What if 10 loans a month — not 30 — was actually the goal?Sam Abazari has coached over 120 loan officers. His LOs average doubling their business every three months. His top producer closes 30 loans a month. And his branch does $250 million a year.But his argument? The sweet spot is 10 loans a month, one assistant, 25-35 hours a week, and 200-300 bps margin.That's the formula for financial freedom, time freedom, and mental bandwidth — all three at once.In this episode of Mortgage Marketing Radio, Sam fills in for Geoff Zimpfer (who is battling cancer and asked his friends to keep the show going) and delivers a complete, step-by-step operating system for loan officers who want to build a business that works — without working themselves into the ground.Connect With Sam On LinkedIn:https://www.linkedin.com/in/samabazari/ Join Sam’s Skool Community: https://www.skool.com/level-up-lo/about?ref=699a37257d224cf5b321e24964b6be64

What does it take to close 230 purchase units in your first year as a loan originator? For Andy Beigel, it started with one obsession: practice. While every other LO chased refi money in 2020, Andy was cold-calling realtors on Zoom — building a purchase pipeline from scratch. By year-end, he had 230 units. By 2025, he had $93M in personal production and a $250M branch he built from zero in Columbus, Ohio. In this episode, Andy breaks down: → His word-for-word rate objection rebuttal → The first 30 seconds of every intake call (scripted — every time) → The 2-step realtor conversion process behind his book of business → The "positive feedback loop" secret that lets you delegate without losing agents → What he looks for in recruits (hint: not experience) → How a 22-year-old he hired now closes 125+ units a year. His philosophy: do 100 small things 1% better than everyone else, and you're 100% superior at game time. Special episode: Guest host Greg Sher of NFM Lending pinch-hits for Geoff Zimpfer, who is battling cancer. Connect with Andy: [email protected] @andybeigel on InstagramConnect with Greg on LinkedIn: https://www.linkedin.com/in/greg-sher/
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