Loans On Demand Podcast

129: Darin Rhodes - Mastering Marketing Strategies and Managing Your Mindset

This week, we're joined by Darin Rhodes. Darin is the Founder of TruePartnerAI and the Owner of Utah Mortgage Pros, LLC from Provo, Utah, who has been in the mortgage business for over 22 years. Darin has been directly involved in small business marketing ever since pursuing an advertising degree from BYU in 1998, and loves innovative ways to make marketing easy and highly effective for his clients. With TruePartnerAI, a CRM that is lightning fast, easy to use, affordable, and that has cutting edge innovation, Darin leverages the latest tools and technology to utilize advanced marketing strategies to accelerate and drive leads for his Loan Officer clients.
 
Darin is here to discuss:→ Mastering marketing strategies, and managing your mindset, and what to do if you're nervous about cold calling.→ Keeping content creation simple and cost-effective, frameworks to make engaging content, and mastering consistency and battling perfectionism.→ The impact of coaching on professional development, and building lasting relationships with referral partners.
 
Mortgage Marketing Renegades Website: www.mortgagemarketingrenegades.com
TruePartnerAI Website: www.truepartnersuccess.com
Darin Rhode's Instagram: @darinrhodes
Darin Rhode's LinkedIn: @DarinRhodes
Darin Rhode's YouTube: @darinrhodestruepartner
 
Learn more about the Direct to Consumer LO Accelerator here.
 
Loans On Demand Website: www.loansondemand.io
Loans On Demand YouTube: @LoansOnDemand
Loans On Demand Instagram: @loansondemand
 
Luke Shankula's Facebook: @LukeShankula
Luke Shankula's LinkedIn: @LukeShankula
Luke Shankula's Instagram: @lukeshankula

128: Skylar Wallace - Tactics They've Used to Grow 30% Year-Over-Year Every Year Since 2020

This week, we're joined by Skylar Wallace. Skylar is a Senior Mortgage Banker at Flat Branch Home Loans from Seneca, Missouri, and is one half of the Level Up Lenders Team with previous guest, Sam Hickey. Skylar and Sam have been partners since 2019, with the goal to close 850-1000 loans this year.
 
Skylar is here to discuss:→ Soul searching to find his "why" in the mortgage industry, the "lack of hunger" in the community banking sector, and trying to build $1B in wealth through home ownership in rural America.→ Splitting the LO role for efficiency, gaining trust with Realtors, and finding their business pain point.→ Lead guarantees you can use with Realtors to gain their trust - lead follow-up guarantee, levels of pre-approval for leads, and finding Realtors more inventory.
 
Skylars's 1st Loans on Demand Appearance in Episode 67:
https://loansondemand.podbean.com/e/67-skylar-wallace/
 
Flat Branch Home Loans Website: www.fbhl.com
Skylar Wallace's Personal Email: sky8632@gmail.com
Skylar Wallace's Facebook: @SkylarWallace
Level Up Your Business Facebook Group: @LevelUpYourBusiness
 
Learn more about the Direct to Consumer LO Accelerator here.
 
Loans On Demand Website: www.loansondemand.io
Loans On Demand YouTube: @LoansOnDemand
Loans On Demand Instagram: @loansondemand
 
Luke Shankula's Facebook: @LukeShankula
Luke Shankula's LinkedIn: @LukeShankula
Luke Shankula's Instagram: @lukeshankula

127: Justin Lopatin - A $1B Producer on the Hidden Superpowers of Top Loan Officers

This week, we're joined by Justin Lopatin. Justin is the Division President at Vybe Mortgage from Delray Beach, Florida, who's funded over $1 billion of volume in his 18 year career in mortgages. Justin is also a Co-Founder and Principal Coach at GO! Coaching (or Growth Only Coaching), which specialize in coaching Mortgage Loan Officers (MLOs) at all levels to double production while increasing their time.
 
Justin is here to discuss:→ How he started in mortgages, the mindset he's had to fund $1B in mortgages, and real estate being the "golden goose".→ The interconnectedness of marketing and sales, utilizing social media, and the most undervalued skill you should learn to improve your marketing.→ Why you have to be tracking everything in your business, increasing your sales activity, and how being positive and enthusiastic can transform your business.
 
GO! (Growth Only) Coaching Website: www.growthonlycoaching.com
Vybe Mortgage Website: www.vybemortgage.com
Justin Lopatin's Instagram: @justinlopatin
Justin Lopatin's LinkedIn: @JustinLopatin
 
Learn more about the Direct to Consumer LO Accelerator here.
 
Loans On Demand Website: www.loansondemand.io
Loans On Demand YouTube: @LoansOnDemand
Loans On Demand Instagram: @loansondemand
 
Luke Shankula's Facebook: @LukeShankula
Luke Shankula's LinkedIn: @LukeShankula
Luke Shankula's Instagram: @lukeshankula

126: Cindy Ertman - Steps, Systems, and Killer Scripts to Make You a 7-Figure Producer for Decades

This week, we're joined by Cindy Ertman. Cindy is the CEO & Founder of The Defining Difference, a mortgage coaching and training company, from Manhattan Beach, California, and also the Mortgage and Strategy Coach at RMP Mortgage Manhattan Beach. Over her 30+ years in the mortgage industry, Cindy has been a top 100 originator in the US for over a decade and a top 100 mortgage executive for 5 years, personal yearly production of over $200 million, and run a $1.2 billion branch and a region for a national mortgage bank. Also a success coach, speaker, trainer, and best-selling author, Cindy has now dedicated her life to empowering the growth of others and her coaching company, The Defining Difference, empowers leaders and originators to make outcome driven choices that result in increased production, greater income and better quality of life.
 
Cindy is here to discuss:→ The pillars that have made her successful for over 30 years in the mortgage industry, including building systems and teams, adapting to market changes, and the importance of client and referral connection.→ Multiple successful scripts for finding business with clients and referral partners, asking clarifying questions, leveraging existing networks (CRM), and expanding your market. → The importance of putting words to your expertise, systemizing your differentiator and value propositions, and her 10 step communication plan that has won her business.
 
Cindy Ertman's Website: www.cindyertman.com
Cindy Ertman's Facebook: @CindyErtmanNow
Cindy Ertman's Instagram: @cindyertman
Cindy Ertman's LinkedIn: @CindyErtman
Cindy Ertman's YouTube: @CindyErtman
 
Learn more about the Direct to Consumer LO Accelerator here.
 
Loans On Demand Website: www.loansondemand.io
Loans On Demand YouTube: @LoansOnDemand
Loans On Demand Instagram: @loansondemand
 
Luke Shankula's Facebook: @LukeShankula
Luke Shankula's LinkedIn: @LukeShankula
Luke Shankula's Instagram: @lukeshankula

125: Spencer Dusebout - Leveraging Data to Improve Client Retention and Close More Loans

This week, we're joined by Spencer Dusebout. Spencer is the CEO and Founder of Aidium from Boulder, Colorado, a mortgage CRM software with intelligent automation. A serial entrepreneur, Spencer is a sought after public speaker, who has given multiple TED talks as well as spoken at many regional conferences.
 
Spencer is here to discuss:→ Loan Officers and Brokerages having to embrace technology to stay competitive and offer a better client experience.→ The long-term value of a client and the importance of communication in creating connection.→ Leveraging data to improve client retention and make the most of the leads you already have.
 
Aidium Website: www.thinkaidium.com
Aidium LinkedIn: @Aidium
Aidium Facebook: @Aidium
Spencer Dusebout's LinkedIn: @SpencerDusebout
 
Learn more about the Direct to Consumer LO Accelerator here.
 
Loans On Demand Website: www.loansondemand.io
Loans On Demand YouTube: @LoansOnDemand
Loans On Demand Instagram: @loansondemand
 
Luke Shankula's Facebook: @LukeShankula
Luke Shankula's LinkedIn: @LukeShankula
Luke Shankula's Instagram: @lukeshankula

124: Mike Hajjar - Diversifying Your Referral Partners and Sticking to the Fundamentals

This week, we're joined by Mike Hajjar, CMPS. Mike is a Mortgage Advisor and Branch Manager at Landmark Mortgage Planners DBA (a division of American Financial Network Inc.) from the Detroit Metropolitan Area in Michigan, who's been in the industry since 2005. Mike is a mortgage planning specialist that's built his business on integrity, transparency, and trust.
 
Mike is here to discuss:→ Transitioning from consumer direct to a more referral based business, and creating a successful hybrid mortgage business model.→ How you need to have both sales skills, ethical practices, and genuine interactions to have long term success and  growth.→ Blending traditional sales approaches with digital/social media to stay current and deliver a faceted approach.
 
Mike Hajjar's Website: www.afncorp.com/web/mikehajjar
Mike Hajjar's Facebook: @MikeHajjar
Mike Hajjar's LinkedIn: @MikeHajjar
Mike Hajjar's Instagram: @mikehajjar_mortgage
 
Learn more about the Direct to Consumer LO Accelerator here.
 
Loans On Demand Website: www.loansondemand.io
Loans On Demand YouTube: @LoansOnDemand
Loans On Demand Instagram: @loansondemand
 
Luke Shankula's Facebook: @LukeShankula
Luke Shankula's LinkedIn: @LukeShankula
Luke Shankula's Instagram: @lukeshankula

123: Michelle Berman-Mikel - How to Take Your Social Media From Being Consumed to Building Connection

This week, we're joined by Michelle Berman-Mikel. Michelle is CEO, Founder & Creator of Beyond the Method™ and Berman Media PD, Inc. from Phoenix, Arizona, which teaches Realtors and Loan Officers how to delve into the minds of ideal clients, leveraging crucial data to turn Instagram from a casual platform into a dynamic, lead-generating powerhouse. Michelle is also a national speaker and the host of the "Coffee and Questions" podcast, which explores the intersections of psychology, social media savvy, and business acumen.
 
Michelle is here to discuss:→ Tactics used in her Beyond the Method™ coaching to help Loan Officers build better connections on Instagram and other social media platforms and utilize leverage.→ The non-negotiables of content you should be posting (value and lifestyle), how connection is more important than volume, and personalizing communication.→ How to get hyper-local on Instagram, and the amount of touch points you need to be able to convert a lead.
 
Berman Media PD Website: www.michelle-berman.mykajabi.com
Michelle Berman-Mikel's Instagram: @bermanmediasocial
Michelle Berman-Mikel's LinkedIn: @MichelleBermanMikel
Michelle Berman-Mikel's YouTube: @michellebermanmikel
Coffee & Questions Podcast: @Coffee&QuestionsPodcast
 
Learn more about the Direct to Consumer LO Accelerator here.
 
Loans On Demand Website: www.loansondemand.io
Loans On Demand YouTube: @LoansOnDemand
Loans On Demand Instagram: @loansondemand
 
Luke Shankula's Facebook: @LukeShankula
Luke Shankula's LinkedIn: @LukeShankula
Luke Shankula's Instagram: @lukeshankula

122: Ronda Hickey - Tips From a LO Unicorn That Funds 500 Loans a Year

Today, we're joined by Ronda Hickey. Ronda is a Senior Mortgage Banker at Flat Branch Home Loans from Newton County, Missouri, who's been in the mortgage industry since 2005. Ronda, an industry unicorn who is great at underwriting and also a master of sales, has a yearly personal production range between 450-500 loans, while also managing a team and raising 5 kids.
 
Ronda is here to discuss:→ How she manages her time in her business, keeps detailed notes on clients, and has boundaries for her personal life.→ Value adds you can give to Realtors, niching your referral ask, and where to find business and gain market share.→ How overwhelming your client with too much information can lose you deals, and why it's important to say "how", not "no".
 
Flat Branch Home Loans Website: www.fbhl.com
Ronda Hickey's Email: rhickey@fbhl.com
Ronda Hickey's Facebook: @RondaHickey
Ronda Hickey's LinkedIn: @RondaHickey
 
Learn more about the Direct to Consumer LO Accelerator here.
 
Loans On Demand Website: www.loansondemand.io
Loans On Demand YouTube: @LoansOnDemand
Loans On Demand Instagram: @loansondemand
 
Luke Shankula's Facebook: @LukeShankula
Luke Shankula's LinkedIn: @LukeShankula
Luke Shankula's Instagram: @lukeshankula

121: Kahren Oxner - The Mindset You Need to Become a Successful Loan Officer

Today, we're joined by Kahren Oxner. Kahren is a Producing Branch Manager at UMortgage from Wilsonville, Oregon, and is also the Pacific Northwest Regional VP. After buying her first home at the age of 21, she has turned a double major of Finance and Marketing into a 23+ year mortgage career.
 
Kahren is here to discuss:→  Utilizing Level Up Sales Coaching for her LOs and emphasizing exposure to different coaching styles and strategies across different teams, and leaning into what you're best at.→ The curse of knowledge when teaching, acquiring new skills from underwriting to video and social media, and prioritizing action over perfection.→ Being authentic and embracing failure, tying your self-worth to success, building relationships and collaboration, and staying proactive in your business and being consistent.
 
Kahren Oxner's Website: www.kahrenoxner.com
Kahren Oxner's LinkedIn: @KahrenOxner
Kahren Oxner's Instagram: @kahreno
 
Learn more about the Direct to Consumer LO Accelerator here.
 
Loans On Demand Website: www.loansondemand.io
Loans On Demand YouTube: @LoansOnDemand
Loans On Demand Instagram: @loansondemand
 
Luke Shankula's Facebook: @LukeShankula
Luke Shankula's LinkedIn: @LukeShankula
Luke Shankula's Instagram: @lukeshankula

120: Evan Wade - How to Become an Entrepreneur in the Mortgage Industry

Today, we're joined by Evan Wade. Evan is the President and CEO of Epoch Lending from Philadelphia, Pennsylvania, and is also the Founder of EpochOS, an all-in-one business management tool for mortgage brokers to automate accounting, finance, business intelligence, commission calculation, and more.
 
Evan is here to discuss:→ Starting in banking at 19, becoming a Loan Officer, and transitioning to CEO and founding his own company.→ The importance of expertise and product knowledge to set yourself apart in the industry.→ How you can start and maintain your mortgage business and make it run efficiently.
 
Epoch Lending's Website: www.epochfg.com
EpochOS' Website: www.epochos.com
Evan Wade's LinkedIn: @EvanWade
Evan Wade's Facebook: @EvanWade
 
Learn more about the Direct to Consumer LO Accelerator here.
 
Loans On Demand Website: www.loansondemand.io
Loans On Demand YouTube: @LoansOnDemand
Loans On Demand Instagram: @loansondemand
 
Luke Shankula's Facebook: @LukeShankula
Luke Shankula's LinkedIn: @LukeShankula
Luke Shankula's Instagram: @lukeshankula