Mortgage Marketing Radio

Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself? If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success. See if myAgent Classes is the right fit for you. Schedule a Call with Geoff ASK GEOFF A QUESTION Ask Your Question Here Episode Summary: CEO and Founder of Total Expert, Joe Welu reflects on the evolution of customer expectations in the financial services industry over the past seven years. He emphasizes the importance of customer retention and loyalty, highlighting how data and technology can enhance customer engagement. Three Key Takeaways: 1. Client Retention Is the New Battleground Most lenders retain less than 20% of past clients, while leaders like Rocket approach 85%. The difference isn’t just in technology—it’s in having a consistent, disciplined customer journey that starts before the next transaction is even on the radar. 2. Consistency Beats Complexity Top-performing LOs and lenders win not by doing more, but by doing the right things consistently—like building automated, intelligent customer journeys that trigger the right message at the right time, without relying on manual follow-up. 3. You Don’t Need a Call Center to Compete With today’s tech, even individual originators can run plays that mimic large, high-retention teams—thanks to tools that automate outreach, monitor customer intent, and surface high-value opportunities already in your database. Connect With Joe on LinkedIn Learn More About Total Expert CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube LEAVE A REVIEW 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify

Connect With Natalie: (Pic attached) LinkedIn Instagram Zonda Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself? If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success. See if myAgent Classes is the right fit for you. Schedule a Call with Geoff CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify ASK GEOFF A QUESTION ❓ Ask Your Question Here

Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself? If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success. See if myAgent Classes is the right fit for you. Schedule a Call with Geoff ASK GEOFF A QUESTION ❓ Ask Your Question Here *** WHEN YOU'RE READY 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify

Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself? See the system that gets these results: If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, click below to watch a brief review of the Agent Referral Xcelerator. Agent Referral Xcelerator

Ready to attract more agent referrals without cold calling? Click the link below to join the VIP waitlist for the Agent Referral Accelerator. Spots are limited, and this opportunity won’t come around again at this level—so don’t wait. Join the VIP Waitlist Here.

Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself? If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success. See if myAgent Classes is the right fit for you. Schedule a Call with Geoff CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify ASK GEOFF A QUESTION ❓ Ask Your Question Here *** WHEN YOU'RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes

Key Takeaways: Use Data to Work Smarter, Not Harder Focus on Relationships That Actually Matter Leverage Past Transactions to Grow Faster Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself? If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success. Schedule a Call with Geoff to see if myAgent Classes is the right fit for you. ASK GEOFF A QUESTION ❓ Ask Your Question Here *** WHEN YOU'RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify

In this conversation, John Donnelly shares insights on sales leadership, the importance of referral partnerships, and effective strategies for engaging with Realtors and clients. He emphasizes the significance of follow-up, the power of teaching classes, and leveraging social media, particularly LinkedIn, to build relationships and grow business. John also discusses the role of AI in content creation and the necessity of having a clear target audience for effective communication. Key Takeaways Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself? If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success. Schedule a Call with Geoff to see if myAgent Classes is the right fit for you. CONNECT WITH ME 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify

In this conversation, Geoff Zimpfer discusses that progress often feels slow and invisible, but it's during these quiet moments that momentum is built. Through real success stories, he illustrates how small, consistent actions lead to trust and referrals. Takeaways Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself? If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success. Done-for-You Realtor Classes – No more guessing what to teach! Coaching & Community – Learn directly from Geoff Zimpfer & industry pros Marketing & Growth Strategies – Get more butts in seats & convert more deals Stop struggling to figure it out alone—let’s make your classes work for YOU! Schedule a Call with Geoff to see if myAgent Classes is the right fit for you. ASK GEOFF A QUESTION ❓ Ask Your Question Here *** WHEN YOU’RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify

In this high-energy and highly tactical episode, host we reconnect with mortgage professional PJ Crescenzo III, who shares how he boldly relocated to a new market, built a fresh network from scratch, and funded over $50 million in business in just one year. Whether you’re a new LO or a seasoned producer, this episode is packed with insights you can apply immediately. Episode Timestamps: 00:50 – PJ’s bold move to Orlando and landing a dream house 05:06 – PJ’s tactical system: 2 events + 3 one-on-ones weekly 08:57 – The million-dollar networking question 10:14 – How random coffee meetings lead to realtor referrals 16:34 – Buy back your time: Email system with LOA 17:29 – Building momentum from 1 to 27 loans/month 25:22 – VIP vs. A vs. B vs. C referral partners 27:24 – Scaling via one-to-many events and CE classes 29:58 – PJ’s four strategic pillars of business growth 31:07 – The 4Ps of Lunch & Learns: People, Process, Product, Profit 37:21 – PJ’s 10-step mortgage workflow and team huddles 40:44 – Instagram strategy and real deals from DMs Connect With PJ On Instagram Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself? If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success. Done-for-You Realtor Classes – No more guessing what to teach! Coaching & Community – Learn directly from Geoff Zimpfer & industry pros Marketing & Growth Strategies – Get more butts in seats & convert more deals Stop struggling to figure it out alone—let’s make your classes work for YOU! Schedule a Call with Geoff to see if myAgent Classes is the right fit for you. ASK GEOFF A QUESTION ❓ Ask Your Question Here *** WHEN YOU’RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify

Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself? If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success. Done-for-You Realtor Classes – No more guessing what to teach! Coaching & Community – Learn directly from Geoff Zimpfer & industry pros Marketing & Growth Strategies – Get more butts in seats & convert more deals Stop struggling to figure it out alone—let’s make your classes work for YOU! Schedule a Call with Geoff to see if myAgent Classes is the right fit for you. Show Notes & Timestamps Mortgage Marketing Radio – How to Build a Thriving Business with Classes & Events – with Jared Larkin, The Mile High Title Guy Episode Summary: In this episode, we talk with Jared Larkin, also known as The Mile High Title Guy, from Chicago Title in Denver. Jared has built his brand through hosting engaging classes, leveraging digital marketing, and mastering event-based client attraction. If you're looking to stand out in a competitive market, build strong business relationships, and generate consistent referrals, this episode is for you. Jared shares how he transformed his business by using educational events, Eventbrite marketing, social media strategies, and personal branding to attract real estate professionals and grow his client base. Plus, he breaks down the biggest mistakes people make when hosting events—and how to fix them. Timestamps & Key Topics: [00:50:17] - Why Hosting Events & Classes Works [00:52:03] - The Turning Point: Choosing to Host Classes [00:55:01] - Overcoming the “Bagel Boy” Mentality [00:57:35] - The Power of Consistency & Experimentation [01:00:07] - Diversifying Event Topics to Attract the Right Audience [01:03:29] - The Secret to Getting Butts in Seats [01:10:54] - The Event Follow-Up Process That Converts [01:12:26] - Scaling Up: Running 100+ Events Per Year

In this conversation, Alex Machuca discusses the challenges and flaws of traditional lead generation in the mortgage industry. He emphasizes the importance of understanding when to invest in ads, the reality of lead quality, and effective strategies for follow-up and conversion. Machuca introduces innovative ad strategies and highlights the cost structure of lead generation services, advocating for a simplified approach to ad management. He shares key insights for mortgage professionals to maximize their advertising efforts and improve lead generation. Time Stamps: 00:00 Introduction to Lead Generation Challenges 02:48 The Flaws of Traditional Lead Generation 05:48 Understanding When to Invest in Ads 09:03 The Reality of Lead Quality and Conversion Rates 12:03 Innovative Ad Strategies for Mortgage Brokers 15:09 The Cost Structure of Lead Generation Services 18:02 Simplifying Ad Management for Brokers 20:58 Effective Follow-Up Strategies for Leads 23:50 Maximizing Ad Spend for Results 27:01 The Importance of Branding in Ads 29:58 Key Takeaways for Mortgage Professionals Episode Resources: Connect With Alex on LinkedIn Check Out Lead Hackers FREE Trial When You're Ready: ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes Connect With Geoff 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube Leave Us a Review 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify

In this conversation, Geoff Zimpfer and Sharran Srivatsaa delve into the current state of the real estate market, particularly focusing on the concept of a 'transaction recession.' They discuss the shift from a momentum-based market to a skills-based market, emphasizing the importance of effective communication and modern selling techniques. ⏰ Timestamps ⏰ 06:07 The Importance of Effective Communication Skills 11:48 Navigating Objections with Skill 20:50 Building a Personal Brand in Real Estate 25:54 Modern Selling Skills for Agents 31:03 Effective Pre-Listing Packages 39:53 The Impact of the NAR Settlement Connect with Sharran Srivatsaa: Linkedin Instagram YouTube WHEN YOU’RE READY: ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube LEAVE US A REVIEW 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify

In this conversation, we introduce HomeLight's Buy Before You Sell. They offer a modern bridge loan solution for clients, allowing them to unlock up to $2 million of their home's equity with 0% interest. By partnering with HomeLight, mortgage loan officers can help clients eliminate home sale contingencies and reduce their debt-to-income ratios, enabling them to make stronger, non-contingent offers on new homes. This partnership enhances the services loan officers provide, leading to increased client satisfaction and potentially more closed loans. Timestamps: Introducing Buy Before You Sell 15:07 Understanding the Current Market Challenges 18:12 How Buy Before You Sell Works 20:58 Comparing Buy Before You Sell with Competitors 23:58 The Financial Model Behind the Product 20:30 Market Challenges and Education 22:17 Lead Generation Opportunities for Loan Officers 33:46 Connect With Homelight WHEN YOU’RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube LEAVE US A REVIEW 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify

In this episode, Geoff Zimpfer discusses the current challenges in the mortgage market, referred to as a transaction recession, and shares insights on how to turn setbacks into success. He emphasizes the importance of resilience and introduces the three C's Framework: Connections, Conversations, and Conversions, using the inspiring story of Soichiro Honda as a case study for overcoming adversity and achieving success. Takeaways ASK GEOFF A QUESTION ❓ Ask Your Question Here WHEN YOU’RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify

Takeaways Chapters 03:02 The Importance of Agent Classes 06:04 Challenges and Strategies in Hosting Classes 08:56 Leveraging Classes for Business Growth 12:08 Social Selling and Engagement Techniques 14:55 Tracking Success and Impact of Classes 21:38 Overcoming Imposter Syndrome in Teaching 22:56 Post-Class Engagement and Follow-Up Strategies 25:30 Building Relationships Through Social Media 26:41 The Subtle Art of Asking for Referrals 29:11 Getting Started with Teaching Classes 33:17 In-Person vs. Virtual Training 36:09 Leveraging Affiliates for Greater Reach Connect With Nate On Instagram LinkedIn ASK GEOFF A QUESTION ❓ Ask Your Question Here WHEN YOU’RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube LEAVE US A REVIEW 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify

In this conversation, Geoff Zimpfer and Todd Bookspan discuss the importance of honing skills in the mortgage and real estate industry, emphasizing the need for professionals to adapt to changing market conditions. Todd shares his experience with a 100-call challenge and highlights the upcoming Modern Mortgage and Real Estate Summit, which aims to provide actionable insights for industry professionals. Takeaways Chapters 05:43 The Importance of Fundamentals in a Changing Market 10:44 Building Relationships and Asking for Referrals 17:15 Preparing for the 100 Calls Challenge 25:51 The Modern Mortgage and Real Estate Summit The Modern Mortgage & Real Estate Summit Connect With Todd Bookspan on Instagram ASK GEOFF A QUESTION ❓ Ask Your Question Here WHEN YOU’RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube LEAVE US A REVIEW 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify

In this conversation, Sam Abazari shares insights on coaching loan officers to enhance their productivity and success in the mortgage industry. Sam outlines a structured approach for loan officers to transition from closing 2-4 loans per month to achieving 10 or more, highlighting the significance of lead generation, effective time management, and the value of education in the industry. Takeaways Timestamps: 00:00 Introduction 00:49 Building Rapport in the Digital Age 03:09 The Role of Coaching in Loan Officer Success 05:54 From 2 to 10 Loans: The Path to Growth 08:49 Daily Strategies for Loan Officers 10:54 The Importance of Productivity Over Busyness 12:12 Knowing When to Say No 14:56 Finding Business: The Power of Referrals 18:09 Understanding Your Community and Self 19:57 Niche Markets: Finding Your Unique Position 23:00 Sales Skills vs. Marketing: The Balance 25:50 Effective Lead Generation Techniques 28:56 Building Relationships with Referral Partners 32:08 Mastering Lead Generation and Conversion Connect With Sam on LinkedIn ASK GEOFF A QUESTION ❓ Ask Your Question Here WHEN YOU’RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube LEAVE US A REVIEW 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify

In this episode, Geoff Zimpfer discusses the current challenges in the mortgage market, referred to as a transaction recession, and shares insights on how to turn setbacks into success. He emphasizes the importance of resilience and introduces the three C's Framework: Connections, Conversations, and Conversions, using the inspiring story of Soichiro Honda as a case study for overcoming adversity and achieving success. Takeaways ASK GEOFF A QUESTION ❓ Ask Your Question Here WHEN YOU’RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify

In this conversation, Geoff Zimpfer and Todd Ballenger discuss the importance of business planning as they enter the new year, focusing on financial literacy and the role of Certified Liability Advisors (CLA) in the mortgage industry. They explore the current transaction recession, compare the roles of realtors and financial advisors, and emphasize the need for loan officers to create their own markets and build relationships with financial advisors to thrive in a challenging environment. Takeaways: Timestamps: 00:00 Introduction to the New Year and Business Planning 07:57 Understanding the Role of a Certified Liability Advisor (CLA) 16:11 Navigating the Transaction Recession: Realtors vs. Financial Advisors 24:04 Building Relationships with Financial Advisors 24:25 Building Relationships with Financial Advisors 28:58 Expanding Your Network: The Power of Referrals 30:51 Creating Value Through Conversations 34:15 Non-Correlated Referral Sources 38:59 Joining the Community for Continuous Learning ASK GEOFF A QUESTION ❓ Ask Your Question Here WHEN YOU’RE READY ✅ Get Your Realtor Referral Score 💰 Join myAgent Classes CONNECT 📸 Connect on Instagram 💼 Connect on LinkedIn 📹 Subscribe on YouTube SAY THANKS 💜 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify