Mortgage Marketing, Motivation and Sales: Mortgage Success Blueprint artwork

Mortgage Marketing, Motivation and Sales: Mortgage Success Blueprint

52 episodes - English - Latest episode: over 4 years ago - ★★★★★ - 3 ratings

This mortgage marketing, mortgage sales, and mortgage motivation strategy podcast will go through actual training and coaching I give to our mortgage branches and loan officers and as we were hiring I realized that I was just repeating information every time we partnered with a new office. It started out as an internal database for our mortgage originators to use to grow their business but I quickly understood based on their reactions this could be so much more.Share with others in the mortgage industry or listen yourself to gain greater knowledge of our mortgage vertical.Want to learn more about The Mortgage Success Blueprint Playbook? Go to: http://www.mtgsuccessblueprint.comKeywords: Loan, loan, mortgage, mortgage broker, mortgage banker, loan officer, loan officers, sales, marketing, business

Careers Business Education loan mortgage mortgage broker mortgage banker loan officer loan officers sales marketing business mortgage professional
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Episodes

Be You, Be Professional and Bring Real-Time Value

September 01, 2019 14:00 - 4 minutes - 3.27 MB

Mortgage Marketing, Motivation, and Sales: Mortgage Success Blueprint Podcast presents "Be You, Be Professional and Bring Real-Time Value". Support the show (http://www.mtgsuccessblueprint.com)

Josh Pitts Interview

August 31, 2019 14:00 - 21 minutes - 14.8 MB

Mortgage Marketing, Motivation, and Sales: Mortgage Success Blueprint Podcast presents "Josh Pitts Interview". Support the show (http://www.mtgsuccessblueprint.com)

Be a Liker and Commenter

August 30, 2019 12:00 - 3 minutes - 2.56 MB

Mortgage Marketing, Motivation, and Sales: Mortgage Success Blueprint Podcast presents "Be a Liker and Commenter". Support the show (http://www.mtgsuccessblueprint.com)

How to Post and When to Post

August 29, 2019 12:00 - 6 minutes - 4.69 MB

Mortgage Marketing, Motivation, and Sales: Mortgage Success Blueprint Podcast presents "How to Post and When to Post". Support the show (http://www.mtgsuccessblueprint.com)

Building Your Audience

August 28, 2019 12:00 - 4 minutes - 3.32 MB

Mortgage Marketing, Motivation, and Sales: Mortgage Success Blueprint Podcast presents "Building Your Audience". Support the show (http://www.mtgsuccessblueprint.com)

Intro to Social Media

August 27, 2019 19:00 - 2 minutes - 1.79 MB

Mortgage Marketing, Motivation, and Sales: Mortgage Success Blueprint Podcast presents "Intro to Social Media". Support the show

The Living Breathing Pipeline | Full Complete Episodes

May 28, 2019 16:00 - 22 minutes - 10.4 MB

7 Part Series to learn how I’ve built my system that turns my past clients and current clients into a living breathing referral generating machine. Support the show (http://www.mtgsuccessblueprint.com)

Making Appointments With Yourself | Full Complete Episodes

May 21, 2019 15:00 - 17 minutes - 7.91 MB

5 Complete Episodes combined Making Appointments with Yourself.  Support the show (http://www.mtgsuccessblueprint.com)

Mortgage Success Blueprint's Regan Hagestad Interviews Mortgage Professional Bill Mervin

May 21, 2019 14:00 - 22 minutes - 10.3 MB

Mortgage Success Blueprint's Regan Hagestad interviews Mortgage Professional Bill Mervin. Support the show (http://www.mtgsuccessblueprint.com)

Regan Hagestad Interviews Mortgage Professional Dave Cook

May 20, 2019 11:00 - 24 minutes - 11.3 MB

Mortgage Success Blueprint's Regan Hagestad interviews Mortgage Professional Dave Cook.  Support the show (http://www.mtgsuccessblueprint.com)

Making Appointments With Yourself — Part 5

May 19, 2019 11:00 - 3 minutes - 1.5 MB

To grow your business you must be willing to commit to yourself and not be at everyone’s beckon call. Why do you need to make an appointment to see a doctor but to see a mortgage specialist you don’t need to do anything but call? Support the show (http://www.mtgsuccessblueprint.com)

Making Appointments With Yourself — Part 4

May 18, 2019 11:00 - 4 minutes - 1.93 MB

To grow your business you must be willing to commit to yourself and not be at everyone’s beckon call. Why do you need to make an appointment to see a doctor but to see a mortgage specialist you don’t need to do anything but call? Support the show (http://www.mtgsuccessblueprint.com)

Making Appointments With Yourself — Part 3

May 17, 2019 11:00 - 4 minutes - 1.92 MB

To grow your business you must be willing to commit to yourself and not be at everyone’s beckon call. Why do you need to make an appointment to see a doctor but to see a mortgage specialist you don’t need to do anything but call? Support the show (http://www.mtgsuccessblueprint.com)

Making Appointments With Yourself — Part 2

May 16, 2019 11:00 - 3 minutes - 1.54 MB

To grow your business you must be willing to commit to yourself and not be at everyone’s beck and call. Why do you need to make an appointment to see a doctor but to see a mortgage specialist you don’t need to do anything but call? Support the show (http://www.mtgsuccessblueprint.com)

Making Appointments With Yourself — Part 1

May 15, 2019 11:00 - 2 minutes - 1.11 MB

To grow your business you must be willing to commit to yourself and not be at everyone’s beck and call. Why do you need to make an appointment to see a doctor but to see a mortgage specialist you don’t need to do anything but call? Support the show (http://www.mtgsuccessblueprint.com)

Capitalize When Your Clients Make an Offer

April 16, 2019 14:00 - 5 minutes - 2.58 MB

Capitalize when our clients make an offer.  When your clients make an offer it isn’t just a chance to get into escrow, it’s an opportunity for you to add value and build additional relationships. Want to learn more about The Mortgage Success Blueprint Playbook? Go to: http://www.mtgsuccessblueprint.com This is the actual training and coaching I give to our branches and loan officers.  As we were hiring I realized that I was just repeating information every time we partnered with a new offi...

Increase Your Conversions by Following Up Correctly

April 15, 2019 14:00 - 3 minutes - 1.69 MB

Increase your conversions by following up correctly.  Have you ever received an application from a client only to find out 3 months later they bought a house and used another lender?  I have, and that’s why I built my follow up system in a way to maximize conversions for every client I come in contact with. Want to learn more about The Mortgage Success Blueprint Playbook? Go to: http://www.mtgsuccessblueprint.com This is the actual training and coaching I give to our branches and loan offi...

The Correct Way to Have a Mortgage Planning Meeting

April 13, 2019 14:00 - 6 minutes - 2.87 MB

The correct way to have a mortgage planning meeting.  What does a mortgage planning meeting with clients look like?  My guess is that you’ll be surprised, find out how I structure my planning meetings with clients to add maximum value to the home buying process.  Want to learn more about The Mortgage Success Blueprint Playbook? Go to: http://www.mtgsuccessblueprint.com This is the actual training and coaching I give to our branches and loan officers.  As we were hiring I realized that I wa...

Rate Quotes and Mortgage Planning are NOT the Same Thing

April 12, 2019 14:00 - 4 minutes - 2.28 MB

Rate quotes and mortgage planning are not the same thing:  Spoiler Alert… If all you do is quote rates and payments the internet can do that too.  A true mortgage plan is what adds value to your clients and is what will allow you to build a business and not be replaced by technology.  Want to learn more about The Mortgage Success Blueprint Playbook? Go to: http://www.mtgsuccessblueprint.com This is the actual training and coaching I give to our branches and loan officers.  As we were hirin...

Not All Mortgage Applications Are the Same—Do it the Right Way

April 11, 2019 14:00 - 4 minutes - 2.07 MB

Not all mortgage applications are the same.  A completed 1003 isn’t a full application.  The application is a tool that you can use to increase conversions, service your clients better and build your business on something that will last regardless of market conditions. Want to learn more about The Mortgage Success Blueprint Playbook? Go to: http://www.mtgsuccessblueprint.com This is the actual training and coaching I give to our branches and loan officers.  As we were hiring I realized tha...

The RIGHT WAY to Have an Initial Mortgage Conversation

April 09, 2019 14:00 - 4 minutes - 1.91 MB

The Right way to have an initial mortgage conversation.  The first conversation you have with a client isn’t about getting names or property addresses.  I use my initial conversation to get the information needed to build out a true mortgage plan, not just have an application. Want to learn more about The Mortgage Success Blueprint Playbook? Go to: http://www.mtgsuccessblueprint.com This is the actual training and coaching I give to our branches and loan officers.  As we were hiring I real...

The 6 Step System that will Change How You Originate

April 08, 2019 13:00 - 3 minutes - 1.48 MB

The 6 step system that will change how you originate:  I’ve found that most originators only focus lead generation or files in process but that’s only half of the battle. This is my 6 step system for everything in between that will increase your conversions and help you add more value to every client you come in contact with.  Want to learn more about The Mortgage Success Blueprint Playbook? Go to: http://www.mtgsuccessblueprint.com This is the actual training and coaching I give to our br...

2019 Success Guide - Build, Implement and Don't Quit

March 17, 2019 14:00 - 5 minutes - 2.76 MB

Build your plan, implement your plan and don’t quit. Want to learn more about The Mortgage Success Blueprint Playbook? Go to: http://www.mtgsuccessblueprint.com This is the actual training and coaching I give to our branches and loan officers.  As we were hiring I realized that I was just repeating information every time we partnered with a new office. It started out as an internal database for our originators to use to grow their business but I quickly understood based on their reactions ...

2019 Success Guide - Face Your Fears

March 16, 2019 14:00 - 4 minutes - 2.2 MB

When you face your fears you’ll often find there was never anything to be afraid of. Want to learn more about The Mortgage Success Blueprint Playbook? Go to: http://www.mtgsuccessblueprint.com This is the actual training and coaching I give to our branches and loan officers.  As we were hiring I realized that I was just repeating information every time we partnered with a new office. It started out as an internal database for our originators to use to grow their business but I quickly unde...

2019 Success Guide - Identify Missed Opportunities

March 15, 2019 14:00 - 4 minutes - 2.03 MB

Identify missed opportunities: How to take a swing and a miss from 2018 and make it a home run in 2019. Want to learn more about The Mortgage Success Blueprint Playbook? Go to: http://www.mtgsuccessblueprint.com This is the actual training and coaching I give to our branches and loan officers.  As we were hiring I realized that I was just repeating information every time we partnered with a new office. It started out as an internal database for our originators to use to grow their business...

2019 Success Guide - Professional and Personal Goals

March 12, 2019 17:00 - 4 minutes - 1.91 MB

It’s not always about just units and volume. Establish professional and personal goals that are not production based. Want to learn more about The Mortgage Success Blueprint Playbook? Go to: http://www.mtgsuccessblueprint.com This is the actual training and coaching I give to our branches and loan officers.  As we were hiring I realized that I was just repeating information every time we partnered with a new office. It started out as an internal database for our originators to use to grow ...

2019 Success Guide - Identifying Strengths and Weaknesses

March 10, 2019 15:00 - 6 minutes - 3.21 MB

Identifying strengths and weakness comes down to how to honestly review last year to make this year better. Want to learn more about The Mortgage Success Blueprint Playbook? Go to: http://www.mtgsuccessblueprint.com This is the actual training and coaching I give to our branches and loan officers.  As we were hiring I realized that I was just repeating information every time we partnered with a new office. It started out as an internal database for our originators to use to grow their busi...

2019 Success Guide - Establishing Goals

March 09, 2019 15:00 - 9 minutes - 4.28 MB

How top producers in the mortgage industry establish their volume and unit goals. Want to learn more about The Mortgage Success Blueprint Playbook? Go to: http://www.mtgsuccessblueprint.com This is the actual training and coaching I give to our branches and loan officers.  As we were hiring I realized that I was just repeating information every time we partnered with a new office. It started out as an internal database for our originators to use to grow their business but I quickly underst...

2019 Success Guide - Blueprint Overview

March 08, 2019 15:00 - 4 minutes - 1.92 MB

2019 Success Guide Blueprint Overview: My proven system for establishing and achieving my yearly goals. Want to learn more about The Mortgage Success Blueprint Playbook? Go to: http://www.mtgsuccessblueprint.com This is the actual training and coaching I give to our branches and loan officers.  As we were hiring I realized that I was just repeating information every time we partnered with a new office. It started out as an internal database for our originators to use to grow their business...

Am I Mentally Ready to Succeed? — Part 4

December 29, 2018 06:00 - 3 minutes - 1.46 MB

Saying you want to succeed is different than actually being ready. Without being mentally prepared all of the tricks and secrets or strategies won’t give you the results you are looking for. The biggest difference between those who reach their goals and those that have fallen short has nothing to do with programs, rates or ideas. Want to learn more about The Mortgage Success Blueprint Playbook? Go to: http://www.mtgsuccessblueprint.com This is the actual training and coaching I give to our...

Am I Mentally Ready to Succeed? — Part 3

December 28, 2018 14:00 - 3 minutes - 1.81 MB

Saying you want to succeed is different than actually being ready. Without being mentally prepared all of the tricks and secrets or strategies won’t give you the results you are looking for. The biggest difference between those who reach their goals and those that have fallen short has nothing to do with programs, rates or ideas. Want to learn more about The Mortgage Success Blueprint Playbook? Go to: http://www.mtgsuccessblueprint.com This is the actual training and coaching I give to our...

Am I Mentally Ready to Succeed? — Part 2

December 27, 2018 06:00 - 4 minutes - 2.25 MB

Saying you want to succeed is different than actually being ready. Without being mentally prepared all of the tricks and secrets or strategies won’t give you the results you are looking for. The biggest difference between those who reach their goals and those that have fallen short has nothing to do with programs, rates or ideas. Want to learn more about The Mortgage Success Blueprint Playbook? Go to: http://www.mtgsuccessblueprint.com This is the actual training and coaching I give to our...

Am I Mentally Ready to Succeed? — Part 1

December 26, 2018 06:00 - 1 minute - 771 KB

Saying you want to succeed is different than actually being ready. Without being mentally prepared all of the tricks and secrets or strategies won’t give you the results you are looking for. The biggest difference between those who reach their goals and those that have fallen short has nothing to do with programs, rates or ideas. Want to learn more about The Mortgage Success Blueprint Playbook? Go to: http://www.mtgsuccessblueprint.com This is the actual training and coaching I give to our...

The Standard is Excellence — Part 2

December 25, 2018 06:00 - 5 minutes - 2.74 MB

Excellence is a habit not a result. The standards you set for yourself will determine the results that you get. Want to learn more about The Mortgage Success Blueprint Playbook? Go to: http://www.mtgsuccessblueprint.com This is the actual training and coaching I give to our branches and loan officers.  As we were hiring I realized that I was just repeating information every time we partnered with a new office. It started out as an internal database for our originators to use to grow their ...

The Standard is Excellence - Part 1

December 24, 2018 06:00 - 2 minutes - 1.11 MB

Excellence is a habit not a result. The standards you set for yourself will determine the results that you get. Want to learn more about The Mortgage Success Blueprint Playbook? Go to: http://www.mtgsuccessblueprint.com This is the actual training and coaching I give to our branches and loan officers.  As we were hiring I realized that I was just repeating information every time we partnered with a new office. It started out as an internal database for our originators to use to grow their ...

Apprenticeship: Who is a Good Fit? — Part 2

December 22, 2018 06:00 - 3 minutes - 1.51 MB

We’re not a coaching program, we don’t charge for our information, I’m a partner in a mortgage company and I provide all of this information to our Branch Managers and Loan officers. We have weekly coaching sessions and are committed to our employees individual growth. Feel free to reach out to me anytime if you think you’d be a good fit for our platform or if you want any additional information. Want to learn more about The Mortgage Success Blueprint Playbook? Go to: http://www.mtgsuccessb...

1 - Apprenticeship- Who is a Good Fit? - Part 1

December 21, 2018 13:00 - 6 minutes - 3.2 MB

We’re not a coaching program, we don’t charge for our information, I’m a partner in a mortgage company and I provide all of this information to our Branch Managers and Loan officers. We have weekly coaching sessions and are committed to our employees individual growth. Feel free to reach out to me anytime if you think you’d be a good fit for our platform or if you want any additional information.  Want to learn more about The Mortgage Success Blueprint Playbook? Go to: http://www.mtgsuccess...

Motivation: 1 - Someone Else Quoted a Lower Rate

November 19, 2018 06:00 - 3 minutes - 1.84 MB

How I overcome the “rate” objection and how I view it when a client asks about “rates.”  Want to learn more about The Mortgage Success Blueprint Playbook? Go to: http://www.mtgsuccessblueprint.com This is the actual training and coaching I give to our branches and loan officers.  As we were hiring I realized that I was just repeating information every time we partnered with a new office. It started out as an internal database for our originators to use to grow their business but I quickly ...

Motivation: 2 - Underwriting Declined My Loan

November 18, 2018 06:00 - 2 minutes - 1.04 MB

The correct response when you don’t get an approval on the first submission.  Want to learn more about The Mortgage Success Blueprint Playbook? Go to: http://www.mtgsuccessblueprint.com This is the actual training and coaching I give to our branches and loan officers.  As we were hiring I realized that I was just repeating information every time we partnered with a new office. It started out as an internal database for our originators to use to grow their business but I quickly understood ...

Motivation: 3 - My Files are Not Processed Quickly Enough

November 17, 2018 06:00 - 2 minutes - 1.17 MB

The correct mindset when files aren’t moving fast enough.  Want to learn more about The Mortgage Success Blueprint Playbook? Go to: http://www.mtgsuccessblueprint.com This is the actual training and coaching I give to our branches and loan officers.  As we were hiring I realized that I was just repeating information every time we partnered with a new office. It started out as an internal database for our originators to use to grow their business but I quickly understood based on their reac...

Motivation: 4 - I Don’t like Cold Calling

November 16, 2018 06:00 - 3 minutes - 1.58 MB

Don’t like to cold call? Neither do and I’ll share how I stopped cold calling but still generate new business.  Want to learn more about The Mortgage Success Blueprint Playbook? Go to: http://www.mtgsuccessblueprint.com This is the actual training and coaching I give to our branches and loan officers.  As we were hiring I realized that I was just repeating information every time we partnered with a new office. It started out as an internal database for our originators to use to grow their ...

Motivation: 5 - We Can’t Do the Program I Initially Quoted

November 15, 2018 06:00 - 2 minutes - 1.33 MB

How to successfully have a conversation with a client when you have to change programs.  Want to learn more about The Mortgage Success Blueprint Playbook? Go to: http://www.mtgsuccessblueprint.com This is the actual training and coaching I give to our branches and loan officers.  As we were hiring I realized that I was just repeating information every time we partnered with a new office. It started out as an internal database for our originators to use to grow their business but I quickly ...

Motivation: 6 - Someone Gets Preferential Treatment

November 14, 2018 06:00 - 2 minutes - 1.01 MB

How to overcome what you perceive to be someone receiving an unfair advantage within your office.  Want to learn more about The Mortgage Success Blueprint Playbook? Go to: http://www.mtgsuccessblueprint.com This is the actual training and coaching I give to our branches and loan officers.  As we were hiring I realized that I was just repeating information every time we partnered with a new office. It started out as an internal database for our originators to use to grow their business but ...

Motivation: 7 - The Realtor Already has a Lender

November 13, 2018 19:00 - 3 minutes - 1.75 MB

How to overcome the objection from realtors that they already have a lender. Want to learn more about The Mortgage Success Blueprint Playbook? Go to: http://www.mtgsuccessblueprint.com This is the actual training and coaching I give to our branches and loan officers.  As we were hiring I realized that I was just repeating information every time we partnered with a new office. It started out as an internal database for our originators to use to grow their business but I quickly understood b...

Base Hit #7 - Winning the Beginning and the Ending

November 06, 2018 13:00 - 3 minutes - 1.86 MB

The best way to separate yourself from your competition is to win the Beginning and the Ending. Want to learn more about The Mortgage Success Blueprint Playbook? Go to: http://www.mtgsuccessblueprint.com This is the actual training and coaching I give to our branches and loan officers.  As we were hiring I realized that I was just repeating information every time we partnered with a new office. It started out as an internal database for our originators to use to grow their business but I q...

Base Hit #6 - Discipline vs Apathy

November 06, 2018 12:00 - 2 minutes - 1.12 MB

Self-discipline will ultimately determine whether you win or lose. However, there is a fine line between discipline and apathy. Want to learn more about The Mortgage Success Blueprint Playbook? Go to: http://www.mtgsuccessblueprint.com This is the actual training and coaching I give to our branches and loan officers.  As we were hiring I realized that I was just repeating information every time we partnered with a new office. It started out as an internal database for our originators to us...

Base Hit #5 - Being Strategic

November 06, 2018 11:00 - 1 minute - 973 KB

What is strategy?  Often times people think that they have a strategy in place, but really all they have are ideas. Learn what I believe having a true strategy means and how to implement it. Want to learn more about The Mortgage Success Blueprint Playbook? Go to: http://www.mtgsuccessblueprint.com This is the actual training and coaching I give to our branches and loan officers.  As we were hiring I realized that I was just repeating information every time we partnered with a new office. ...

Base Hit #4 - Fail Often, Fail Forward

November 06, 2018 10:00 - 1 minute - 851 KB

If you learn how to fail correctly, your failures won’t send you backward. Your failures will become the things that get you one step closer to reaching your goal. Want to learn more about The Mortgage Success Blueprint Playbook? Go to: http://www.mtgsuccessblueprint.com This is the actual training and coaching I give to our branches and loan officers.  As we were hiring I realized that I was just repeating information every time we partnered with a new office. It started out as an interna...

Base Hit #3 - Changing Your World

November 06, 2018 09:00 - 2 minutes - 1.18 MB

The mortgage industry is a marathon. The only way to win this marathon is to change your world brick-by-brick, one thing at a time. Want to learn more about The Mortgage Success Blueprint Playbook? Go to: http://www.mtgsuccessblueprint.com This is the actual training and coaching I give to our branches and loan officers.  As we were hiring I realized that I was just repeating information every time we partnered with a new office. It started out as an internal database for our originators t...

Base Hit #2 - Don't Listen to the Noise

November 06, 2018 08:00 - 2 minutes - 1010 KB

Don’t listen to the noise! Don’t listen to people or give attention to things that can shift your focus away from your goal. Want to learn more about The Mortgage Success Blueprint Playbook? Go to: http://www.mtgsuccessblueprint.com This is the actual training and coaching I give to our branches and loan officers.  As we were hiring I realized that I was just repeating information every time we partnered with a new office. It started out as an internal database for our originators to use t...

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