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Sales Boomerang
Mortgage MastermindsEpisodes
Sales Boomerang
Mortgage Masterminds
A weekly Business podcast
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Episodes of Mortgage Masterminds
Mark All
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Considered by many to be the nation’s leading Mortgage Marketing Coach, Doren Aldana is the founder of several highly acclaimed training programs, including Autopilot Referral Systems, Client Acceleration Formula and the 7-Figure Lender Academy
Michael McAllister is the president of EmpowerLO. Empower Funnels is a marketing and technology company based out of Meridian, Idaho that exclusively services mortgage loan officers/mortgage brokers. Their lead generation service is best in cla
Tim Herman is the CEO of UpEquity, a veteran-owned, digital mortgage company that specializes in transforming everyday homebuyers into cash buyers. With two flagship programs, Buy With Cash and Buy Before You Sell, UpEquity is a real estate Pow
About 30% of #homebuyers are first-time homebuyers and millennials, and they, along with most consumers, find #mortgages complicated and intimidating.In this episode, Matt Gougé, a.ka. Matt The Mortgage Guy, shares how he positions himself as t
Matt Muscat is passionate about great marketing, great people, great food, and great world travel adventures! While earning his bachelor's and master's degrees from Michigan State University he studied the digital side of marketing and has a de
Chris Mitchell is a licensed Mortgage Loan Originator (NMLS #1992583) working with buyers with credit scores of 580 and up in all 50 states. Personally licensed in Florida (LO77613) and North Carolina (I-196775). Chris is an FHA, VA, Jumbo, and
Karl Jacob is a serial entrepreneur who has been building, advising, and investing in companies for the last 20 years. During his career, Karl has raised 23 rounds of financing from a wide range of investors, including True Ventures, Baseline V
Steven Winokur is the Chief Marketing Officer for Angel Oak’s lending companies and oversees the marketing and branding initiatives for those entities.Steven has over 24 years of experience in marketing and branding in both corporate and agency
Krish Dhokia is an innovator, entrepreneur, blogger, life-long student of technology and marketing, and on occasion – a teacher of these subjects. Professionally, he began his career in the marketing arena, playing a leadership role with the im
Director of Digital Mortgage of Synergy One Lending, Eric Capehart, realizes everyone is afraid of technology taking over the industry, and embraces that fear. With the help of the team at Synergy One, Eric has found that there’s a perfect comb
President of Liberty Home Mortgage, Khash Saghafi stops by to talk with Richard about the successes he’s found in his career, and how the things that he learned in the beginning of his career aren’t necessarily the things that have sustained th
Following nearly 20 years of work as a loan officer, Max Leaman decided enough was enough. He was no longer just going to settle for being a branch manager, he was ready to handle his own business. That’s when Leaman Team was formed, and later
After taking a trip through the corporate lending field, Eric Hoffner found himself out of place, and after some searching founded StrongBox Home Loans. Now a Founder and the President of StrongBox Home Loans, Eric has found the right combinati
Founder and President of Journey Home Lending, Rod Shuster tells us the origins of Journey Home Lending, and how they got to the place they are today. Utilizing technology, experience, know-how and grit, Rod now develops custom home loan strate
Standing independent is a core focus that Bank 34 and CFO, Michael Sheneman, holds strong in their day-to-day work. What does it mean to Stand independent? It means Bank 34 supports small businesses and local towns in a way that the bigger enti
From intern to President, AJ Franchi has been through the ups and downs of the mortgage market with Gold Star Mortgage Financial Group, learning the best practices on the front line of every department. Using a breadth of technology to assist t
CEO of ACE Lending Group, Elyin Perez talks about his journey from setting the deadline of leaving his old position to starting his own business, the impact of the pandemic and shutdown, and how he still managed to make his first deal before hi
Co-Founder and Chief Bonzo-er, Jason Perkins shares the story of how Bonzo came to be. From just the thought of the product to getting their first paying customer, Jason shares how they’ve balanced both small and large clients successfully. Giv
Mark Gordon, CRO and Executive Coach for Princeton Mortgage, shares how the conversations between the leadership and his sales team are one of the integral factors in bucking the trend and finding success in retail origination and purchase tran
Michelle Berman, CEO and Founder of Berman Media PD, shares her secrets that has made the Instagram Power Method the go to for promoting your business and getting results on social media. Whether it’s behind the scenes funny moments or vulnerab
Richard brings in Chris Clow, Editor of Reverse Mortgage Daily, to discuss the newest Sales Boomerang tool for reverse mortgages, what reverse mortgages are, the pros and cons, and why it would benefit your business to start offering reverse mo
Scott Payne, CEO of SDP Solutions, joins Richard to discuss Velocify and other CRM automation, strategies, and workflows that help improve businesses' lead sources and the quality of those leads. Scott also shares his passion for Mortgage Profe
Richard Grieser sits down with Adam O’Daniel, SVP of Marketing for Open Mortgage, to talk about Open Mortgage’s processes for growth and success. Adam also explains why it’s important to champion your expertise to help people reach their dreams
Carol Taylor, Chief Marketing Officer at V.I.P. Mortgage, Inc., enlightens Richard on the advantages of social media marketing in the mortgage lending industry, and how age isn’t necessarily the disadvantage you might expect on social media.Sch
Richard Grieser brings in Mortgage Planner Ken McKee, Branch Manager at Canopy Mortgage. Ken explains his “Winning with Realtors” plan, and how simply taking care of your clients and realtors on both sides of a transaction and having everything
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