Happy Hour Lab is where information is exchanged, cocktails are made, and jokes are constant. Join two best friends as we share stories and learn new things about cocktails, life, and the world around us! Every episode we'll be making and trying a different cocktail while learning about its backstory and history.
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Personal Power Podcast, because conference calls are important! Join amazing trainers like Susan Sly, Lenny Evans, Jay Bennett, Ron Reid, Jim Rhoades and many others, as they teach you how to build your business and how to use the products for better results. This site is FREE for all to use, but a small donation would be appreciated to help keep the site operating. Thank You! Calls for Personal Power Podcast are recorded by Larry Fuchs Jr., India Hoogs, and Connie Norleen. Personal Power Po ...
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From Facebook Ads to the latest/greatest CRM, I’m sharing everything a modern Loan Officer needs to thrive in the 21st century. I share everything I learn about Mortgage marketing - ad platforms, automated follow up, referral strategies, sales/conversion tips, team building strategies, and building the mindset of a champion so that you too can defy the odds and win. This show is for Loan Officers and mortgage brokers who understand that technology will either crush their business or transfor ...
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129: Darin Rhodes - Mastering Marketing Strategies and Managing Your Mindset
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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 …
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128: Skylar Wallace - Tactics They've Used to Grow 30% Year-Over-Year Every Year Since 2020
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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 fin…
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127: Justin Lopatin - A $1B Producer on the Hidden Superpowers of Top Loan Officers
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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 a…
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126: Cindy Ertman - Steps, Systems, and Killer Scripts to Make You a 7-Figure Producer for Decades
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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 de…
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125: Spencer Dusebout - Leveraging Data to Improve Client Retention and Close More Loans
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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 Office…
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124: Mike Hajjar - Diversifying Your Referral Partners and Sticking to the Fundamentals
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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, transparen…
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123: Michelle Berman-Mikel - How to Take Your Social Media From Being Consumed to Building Connection
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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…
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122: Ronda Hickey - Tips From a LO Unicorn That Funds 500 Loans a Year
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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 an…
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121: Kahren Oxner - The Mindset You Need to Become a Successful Loan Officer
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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 Co…
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120: Evan Wade - How to Become an Entrepreneur in the Mortgage Industry
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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 …
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119: Jackie Dunlap - Multiple Strategies to Wow Referral Partners and the Easiest Way to Make an SOP
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Today, we're joined by Jackie Dunlap. Jackie is the Broker Owner of Next Generation Home Loans from the Denver Metropolitan Area in Colorado, and is also the Owner of the process and origination training company, The Mortgage Calculator. Jackie is here to discuss: → Learning how to create processes in your business, growing your business the right …
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118: Alexa Faithful - Keeping Social Media Simple Leads to Success
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Today, we're joined by Alexa Faithful. Alexa is a Loan Officer at CMS Mortgage from Williamsburg, Virginia, and has been in the mortgage industry since 2015. Alexa is also the author of the 2020 book, "Alexa, Get Me a Mortgage", and has amassed a TikTok following of almost 14,000 from making mortgage content. Alexa is here to discuss: → The evoluti…
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117: Connor Bartley - How to Become a Solution Oriented Loan Officer (SOLO) and Grow on LinkedIn
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Today, we're joined by Connor Bartley. Connor is a Senior Business Development Consultant at loanDepot from the Dallas-Fort Worth Metroplex in Texas, who's been recruiting professionals for almost 2 decades. Connor has built a big following on LinkedIn around bringing value and education to Loan Officers, and is also a 2-time pie eating contest win…
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116: Tano Kapedani - How to Make Your Mortgage Business Not Only Sustainable, But Scalable
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Today, we're joined by Tano Kapedani. Tano is the Founder, CEO, and Senior Mortgage Broker of EZ Fundings Home Loans from Rancho Cucamonga, California, who started in mortgages in 2003 after immigrating from Albania in 1998. A fluent speaker of 5 languages, he has personally assisted over 3,000 families in achieving homeownership, and has built his…
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115: Brian Vieaux - Rethink Everything You Know About Being A "Next Gen" Loan Officer
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Today, we're joined by Brian Vieaux, CMB. Brian is the President and COO at FinLocker from Novi, Michigan, with over 28 years of executive experience in mortgage banking. Brian hosts his own podcast, "FinTech Friday", and co-hosts a second podcast with Kyle Draper, called "Mortgages and More". Brian and Kyle also co-authored a book called "Rethink …
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114: Tyler Hodgson - From Marines to Mortgages: Finding Success with the Fundamentals
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Today, we're joined by Tyler Hodgson. Tyler is the EVP of Growth at UMortgage from Dallas-Fort Worth, Texas. A Marine Corps veteran, Tyler founded his own brokerage (NXT Mortgage) after funding only 12 loans. Tyler is here to discuss: → The impact being in the Marines has had on his life and building his business. → The significance of sales, marke…
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113: Kayla Kallander - How "The Mortgage Meteorologist" Puts the "Social" into Social Media, and How You Can Too
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Today, we're joined by Kayla Kallander, "The Mortgage Meteorologist". Kayla is the AVP Mortgage Advisor at First International Bank & Trust from West Fargo, North Dakota, who's also a Podcaster and Speaker. Kayla is an avid social media connector who also mentors & trains teams and individuals by helping amplify their brand presence through innovat…
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112: Taylor Briggs - How He Keeps a Consistent Lead Pipeline to Continue Growing Year Over Year
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Today, we're joined by Taylor Briggs, CDLP. Taylor is the Vice President of Peoples Mortgage Company from Virginia Beach, Virginia, who's been in the industry for over 10 years. Taylor has been featured in the Scotsman Guide and also was in the 2021 Top 100 People in Real Estate Magazine. Taylor is here to discuss: → The importance of prospecting, …
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111: Sean Zalmanoff - How to Create Value Propositions That Actually Get You Referral Partners
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Today, we're joined by Sean Zalmanoff. Sean is the Founder and Chief Loan Officer of Better Rate Mortgage from St. Louis, Missouri, who's been in the industry for over 20 years. Sean is also a Founder and a Coach at Next Level Loan Officers, which helps Loan Officers take their business to new heights. Sean is here to discuss: → How Next Level Loan…
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110: Bryce Bradley - This Common Practice of Loan Officers Could Be Costing You Hundreds of Thousands in Revenue
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Today, we're joined by Bryce Bradley. Bryce is the Co-Founder, President, & CEO of Rosegate Mortgage from Charlotte, North Carolina. Rosegate launched in 2020 with the focus on relationships with customers, and has quickly grown to have 25 Loan Officers. Bryce is here to discuss: → The importance of the alignment call and finding what a client's 'h…
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109: Nate Fain - If All You're Trying to Do on Social Media is Go Viral, You're Doing it Wrong
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Today, we're joined by Nate Fain. Nate is a Branch Manager and Loan Officer of Kind Lending from Pensacola, Florida, who's been in the mortgage industry since 2012. He has used social media to build his business all the way from Facebook to now surpassing over 240,000 followers on TikTok. Nate is here to discuss: → His over decade long social media…
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108: Wally Elibiary - How to Grow Your Database to 28,000 in Less Than 5 Years
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Today, we're joined by Wally Elibiary. Wally is the Divisional President and Creator of Empower Lending from Plano, Texas. who's been in the business for over 25 years and his team does over $200 million a year in production. Wally is also the founder of the 24-7 Mindset Academy and author of the best-selling book, "24-7 Mindset", about how to make…
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107: Brandon Love & Tom Moffat - The Strategies They Used to Double Their Business in a Down Market
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Today, we're joined by Brandon Love and Tom Moffat, both Mortgage Agents at Northshore Mortgage Group from Burlington, Ontario. Brandon and Tom also co-host 2 podcasts, The Invested Entrepreneur, which helps consumers achieve financial freedom, and Commission Breath, which provides tactical information for Loan Officers to scale their business. Bra…
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106: Brett Baird - How Becoming the Quinceañera King Has Led to $1 Billion in Mortgages
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Today, we're joined by Brett Baird. Brett is a Producing Branch Manager at CrossCountry Mortgage, Inc. from Denver, Colorado, who's funded over $1 billion in loans and runs the largest bilingual (Spanish/English) mortgage team in the state. Brett is here to discuss how he got into his mortgage niche and it's importance, how he dealt with losing a h…
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105: Jamie Cavanaugh - How to Build a Recession-Proof Mortgage Business
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Today, we're joined by Jamie Cavanaugh. Jamie is the President of Amerifund Home Loans, Inc., from the Los Angeles area, with over 25 years of experience in the mortgage industry. Also the co-host of the GetReal 411 podcast, she has broken through the barriers of many glass ceilings to sit on executive leadership teams and has held executive board …
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104: Laura Brandao - A Wake Up Call to Becoming a Better Loan Officer
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Today, we're joined by Laura Brandao. Laura, a mortgage industry veteran, is a Partner at EPM, Equity Prime Mortgage, & CEO of Lighthouse Advisors, who splits time between New Jersey and Arizona. Laura is also an author (Say Yes Everyday!), podcaster ("Wednesday Wisdom" & "What's Your Why?"), Women with Vision Chair, NJMBA board member & Women’s Co…
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The Coco Chanel // Guest Andrew Tabora // Channeling our Coco
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This week we make and enjoy the Coco Chanel Cocktail with a special guest; the incredible and talented Andrew Tabora!!! We discuss the past history and fashion empire of Coco Chanel, and the future history and fashion empire of Andrew Tabora! Other topics include personal forms of expression, elderflower trees, and preferred methods of decompositio…
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The Screwdriver // Guest Jonathan T. Kibbee // Pan seared post-it notes
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This episode features special guest Jonathan Kibbee! 🍊 Builder, podcaster, and car owner- Jonathan is a hilarious guest who makes us a screwdriver- in the traditional way. Tune in and hear us learn about the screwdriver, have a full circle moment 5min into the episode, and discuss yearbook quotes! 🍊🍊🍊 Jonathan is apart of the Instant Microwave Fuzz…
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103: Matthew VanFossen - What the NAR Lawsuit Means for Loan Officers
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Today, we're joined by Matthew VanFossen, CMB. Matthew is the CEO of Absolute Mortgage Corp from Philadelphia, Pennsylvania, who is also the CEO of Mortgage Automation Technologies and the Founder of The Big Point of Sale, a highly configurable, easy to install point of sale solution for Loan Officers. Matthew is here to discuss the NAR lawsuit and…
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102: Chris Paliska - Now is the Time to Take Action
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Today, we're joined by Chris Paliska. Chris is the President at Total Quality Lending from Orange County, California, who recently moved to Indianapolis to be able to serve clients in more affordable areas over California. Chris is here to discuss why you should be looking at real estate investors in this market, how anyone can change, and how you …
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101: Rick Guerrero - Strategies to Optimize Instagram from the Instagram King
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Today, we're joined by Rick Guerrero. Rick is the Director of Sales at US Mortgage Corporation from Alpharetta, Georgia, who's gone all-in on Instagram and developed excellent strategies to make the most of the platform. Rick is here to discuss tips and tricks you can use on Instagram, why you need to engage and not just "post and ghost", and why i…
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100: Bill Hart - The 100th Episode! ”Dream Bigger” and Go ”All In”
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Today, we're joined by Bill Hart. Bill is an executive coach and keynote speaker from Moorpark, California, who's spent over 30,000 hours coaching over the past 20 years. Bill is also the author of the book "White Collar Warrior", and is the host of the "All In with Coach Bill Hart" podcast. Bill is here to discuss the importance of mindset and why…
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99: Ramon Von Walker - The Number 1 Thing You Need to Be a Successful Loan Officer
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Today, we're joined by Ramon Von Walker. Ramon is the President and CEO of Client Direct Mortgage from Walnut Creek, California, who's been in the industry over 15 years as a top producer. Ramon is here to discuss the number 1 thing you need to be a successful LO, how clients can benefit by looking at entire household finances, and how you can be s…
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98: Justin Breen - How He’s Connecting Visionaries to Serve Humanity
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Today, we're joined by Justin Breen. Justin is the Co-Founder and CEO of the BrEpic Network from Chicago, Illinois, who's also a best-selling author of the books "Epic Business" and "Epic Life". The BrEpic Network is an invitation-only, premium connecting platform for the who’s who in business, philanthropy and global leadership. Justin is here to …
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97: Bryan LaFlamme - How to Be a Successful Loan Officer for 20 Years
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Today, we're joined by Bryan LaFlamme. Bryan is a Mortgage Consultant at The LaFlamme Group Powered by Movement Mortgage from Tacoma, Washington, who's been in the industry almost 20 years, and is a 10 year army veteran. Bryan is here to discuss how his horrible house buying experience at 22 brought him to the industry, the importance of mindset an…
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96: Joel Farrell - How Dwayne ”The Rock” Johnson Changed His Business
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Today, we're joined by Joel Farrell. Joel is the Area Manager at Fairway Independent Mortgage Corporation from St. Louis, Missouri, and is also the host of the "Strive for 25" podcast, which helps everyday people bridge the gap between information and execution to build their own journey to financial success. Joel is here to discuss how Dwayne "The…
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95: Sam Hickey - How 1 Simple Value Add Can Make You a Realtor Referral Magnet
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Today, we're joined by Sam Hickey. Sam is a Senior Mortgage Loan Originator at Flat Branch Home Loans from Seneca, Missouri, and is one half of the Level Up Lenders Team with previous guest, Skylar Wallace. Sam is here to discuss how he and Skylar have set up their business, how you can convince Realtors to send you business, and why the customer i…
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94: Rob Gonsalves - Debunking Misconceptions About Reverse Mortgages
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Today, we're joined by Rob Gonsalves. Rob is the National Key Account Manager at Longbridge Financial from San Diego, California, a top-ranked reverse mortgage lender, where he helps Loan Officers and Brokers do more reverse mortgages. Rob is here to discuss why reverse mortgages are a great product, how you can use them to help your clients, and w…
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93: Eddy G. Perez, Jr. - The Price of Leadership and Why Influence is Power
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Today, we're joined by Eddy G. Perez, Jr. Eddy is a Co-Founder and the CEO of EPM, Equity Prime Mortgage, from Atlanta, Georgia, where he oversees the President, sales, operations, culture and L&D. Eddy is here to discuss why you need to be authentic, what you need to accept in order to become a great leader, and why there needs to be a revolution …
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92: Shane Kidwell - How to Take Your Business to the Next Level
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Today, we're joined by Shane Kidwell. Shane is CEO of Dwell Mortgage from Seattle, Washington, who is also the Founder and a Coach at Next Level Loan Officers, which helps Loan Officers take their business to new heights. Shane is here to discuss using coaching to grow both personally and professionally, the "5, 4, 3, 2, 1" strategy, and why you ne…
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91: Matt ”The Mortgage Guy” Gougé - How to Thrive in a Down Market
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Today, we're joined by Matt "The Mortgage Guy" Gougé. Matt is a Mortgage Loan Originator and a Founding Partner of UMortgage from Sacramento, California, who also has a YouTube channel that's surpassed 2.2 million views. Matt is here to discuss how to thrive in a down market, direct to consumer strategies, and why you should think about making YouT…
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The Jack Rose // Vince Foti // Robutts
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This week we sit down with stand up comedian and radio host- Vince Foti! Join us as Vince teaches us about the Jack Rose cocktail - a citrusy cocktail made with applejack brandy, that dates back to the early 20th century! Vince is an incredibly funny Maui based stand up comedian who has opened for big names such as Hannibal Buress! Vince is also co…
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90: Rick Mount - Don’t Lose Long-Term Mindset for a Short-Term Gain
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Today, we're joined by Rick Mount. Rick is a Managing Partner for the Southwest Region at Churchill Mortgage Corporation from San Dimas, California, who's been in the mortgage industry for 30 years. Rick is here to discuss consistency, why mindset work is so important, and why this is a market of taking action. Rick Mount's Email: mikeandrick@churc…
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89: Mike Fitzpatrick - Loan Officers are the Most Important Part of Any Transaction and Need to Act Like It
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Today, we're joined by Mike Fitzpatrick. Mike is an Area Manager at US Mortgage Corp from Myrtle Beach, South Carolina, whose goal is for Loan Officers to self-gen their leads instead of relying on real estate agents. Mike is here to discuss how he uses social media to grow his business, scripting for use with real estate agents, and why Loan Offic…
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88: Matt Muscat - How to Solve the Interest Rate and Inventory Problems in a Down Market
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Today, we're joined by Matt Muscat. Matt is the Marketing Director at Treadstone Mortgage from Grand Rapids, Michigan, who is the author of the "Tangible Action Guide for Real Estate Marketing", and also has a marketing podcast, "The Neighborhood Realtor". Matt is here to discuss how to solve interest rate and inventory problems, tangible marketing…
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87: Alexander Levi - How TrustStar is Using AI to Transform Getting Leads
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Today, we're joined by Alexander Levi. Alexander is the Founder of TrustStar.ai from Boston, Massachusetts, an AI system for Loan Officers which gives insights into local trends, Realtors, and lender activity in your location. Alexander is here to discuss how TrustStar.ai works, and the unique ways it can help Loan Officers. TrustStar.ai Website: w…
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86: Tyler Carlston - Who Stays Top of Mind the Most is Going to Get the Next Shot
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Today, we're joined by Tyler Carlston. Tyler is Loan Officer from San Antonio, Texas, who's the #1 VA Loan Officer in the state. Tyler is here to discuss building a referral based business, utilizing social media, and the importance of finding something you're passionate about. Tyler Carlston's Instagram: @valoanking Tyler Carlston's LinkedIn: @Tyl…
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85: Steven Cooley - Why You Need to Evaluate Your Core Values
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39:14
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Today, we're joined by Steven Cooley. Steven is the CEO and Founder of Art vs. Math from Carmel, Indiana, which consults mortgage lenders and mortgage technology companies to help them grow, market, and overcome challenges. Steven is here to discuss why core value work in important, and how you need to stop selling products and start selling circum…
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84: William LeBaron - How to Retain Your Existing Clients
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42:41
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Today, we're joined by William LeBaron. William is the VP of Business Development of MonitorBase from St. George, Utah, a borrower retention system for mortgage origination. William is here to discuss how MonitorBase can help Loan Officers, why it's important to mine your database, and why you need to be careful with your drip campaigns. MonitorBas…
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83: Luke Shankula - 10 Things You Can Do Right Now as a Loan Officer to Generate More Attention
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36:29
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Today, host Luke Shankula flies solo. Luke is the Founder and President of Loans on Demand from San Diego, California. Luke is here to discuss 10 things you can do right now as a Loan Officer to generate more attention in this slower market, including social media, using video, and podcasts. Learn more about the Direct to Consumer LO Accelerator he…
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