Sought-after industry experts share first-hand experience & advice to help real estate & mortgage professionals build more modern and relevant business. MME podcast is hosted by Phil Treadwell.
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The Shape/Shift Podcast is brought to by Shape, everything your business needs to grow! All in one user friendly platform. Jimi Ryan, Chief Creative Officer for Shape Software, is your host for great conversations with the team behind Shape, CEO’s and COO’s of companies using Shape to grow their businesses and individuals growing with Shape Software every day.
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208 Feedback Not Failure: Building Your Brand on LinkedIn with Dan Smokoska
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In this valuable episode, host Phil Treadwell explores the art of personal branding on LinkedIn with expert Dan Smokoska. Dan shares his insights on how to effectively use LinkedIn to grow your professional presence, emphasizing the importance of focusing on your ideal client. He breaks down the strategies for creating impactful content, engaging a…
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207 Creating a Drive to Succeed with Ace Charafeddine
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In this compelling episode, host Phil Treadwell engages in an inspiring conversation with Ace Charafeddine, a renowned motivational speaker and success coach. Ace shares his personal journey of overcoming obstacles and developing an unyielding drive to achieve his goals. The episode delves into the mindset and habits that fuel success, offering pra…
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206 The Crucial Role of Secondary Market Advisors with Vicki Cullen
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In this insightful episode, host Phil Treadwell delves into the essential functions and impact of secondary market advisors in the mortgage industry. Joined by Vicki Cullen, a seasoned expert in the field, the discussion covers how secondary market advisors navigate complex financial landscapes, manage risk, and ensure liquidity in mortgage markets…
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205 Investing In Yourself with LaDonna Lockard
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In this dynamic episode, host Phil Treadwell sits down with LaDonna Lockard, the CEO of Maximum Acceleration, to explore her strategies for driving exceptional business growth. LaDonna shares her journey to the top, the power of relationships, and how the importance of in person events help create and strengthen those connections. Don’t miss the sp…
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204 Showcasing the Value of Homebot with Tucker Haas
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In this informative episode, host Phil Treadwell welcomes Tucker Haas to discuss the impact of Homebot on the mortgage industry. Tucker, the CEO and Founder of Quo Finance, now the Lead Engineer at Homebot, shares insights into how this innovative tool enhances client engagement, empowers homeowners with valuable financial information, and ultimate…
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203 Amplifying Relationships with Ryan Hills
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In this engaging episode, host Phil Treadwell chats with Ryan Hills about his unique journey from ministry to mortgage and delves into the importance of building and nurturing relationships. He emphasizes the significance of taking action now to achieve success cuts through the cliche of “motivation” to highlight the necessity of discipline to over…
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202 Creating a New Culture for Lending with Shane Miller
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In this insightful episode, Phil Treadwell sits down with Co-Founder of New Story Lending, Shane Miller to explore his hardscrabble background and the passionate leadership he and his Co-Founder Juan Rodas bring to the mortgage industry. Don’t miss this inspiring episode and if you missed it, catch episode 201 where we talk with Shane’s Co-Founder,…
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201 Building a New Story For Mortgage with Juan Rodas
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In this insightful episode, Phil Treadwell sits down with Co-Founder of New Story Lending, Juan Rodas to explore his mortgage career and the innovative approach to the mortgage industry that is writing a new story for their clients and the industry at large. Don’t miss this inspiring episode or the next as we talk with Juan’s Co-Founder, Shane Mill…
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200 Going All In While Going All Out with Mark Perkins
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In this milestone 200th episode of Mortgage Marketing Expert, host Phil Treadwell celebrates by giving you a peek at his new podcast, "Business of Success," with a compelling interview featuring Mark Perkins, the founder and CEO of Pivot Realty. This episode delves into Mark's dynamic approach to real estate, exploring his journey from starting Piv…
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199 Professionally She with Nicole Giamundo
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In this episode, host Phil Treadwell sits down with Nicole Giamundo to discuss her inspiring career journey and deep passion for the mortgage industry. Nicole shares insights from her professional experiences and announces an exciting new venture: Professionally She, a dedicated support group and community for women in the mortgage industry and bey…
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198 Brand Chooses You with Phil Treadwell
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In this episode, MME host Phil Treadwell talks about the difference with Marketing & Brand, how increase your lead generation and lead conversion numbers, as well as using Motivation & Drive to make progress in today's market environment. He also talks about how to balance your outbound lead gen activities, with attraction marketing efforts, all wh…
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197 What the NAR Settlement Means to YOU
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In this insightful episode of Mortgage Marketing Expert, host Phil Treadwell invites industry experts Marjorie Adam, Dustin Brohm, and Mark Perkins to examine the impacts of the NAR Lawsuit and the impending settlement on the mortgage and real estate sectors. The guests delve into the lawsuit's implications, providing a nuanced analysis of the pote…
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196 Facts Over Feelings with Craig Davis
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In this episode the spotlight is on guest Craig Davis in a riveting discussion as Phil and Craig delve into their similar coaching styles, underscoring the significance of mindset in shaping our outcomes. They navigate the delicate balance between factual analysis and emotional intelligence in decision-making processes. The conversation is packed w…
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Lead Generation World 2024 | Jimi and Scott LIVE with Shape Software
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Shape goes to Lead Generation World! Jimi and Scott interview the brightest minds at the event and make sure to have a little fun too. Notes: 0:00:00 Jimi and Scott intro, why pro's need to get into Shape 0:10:18 Mike Robinson w/ Summit Direct Mail 0:12:43 Kelly Elaine w/ Cannaball Ads 0:15:12 Chaz Tedesco w/ CallTools 0:22:23 Tracy Laney w/ Contac…
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195 There’s Always Time If You Make the Time with Ben Smidt
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In this episode of Mortgage Marketing Expert, host Phil Treadwell invites guest Ben Smidt to discuss the role of technology in building a successful mortgage business. The conversation focuses on how mortgage professionals can use technology to streamline their operations, close more deals, and provide superior service to clients. Smidt shares his …
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194 Removing Excuses Not to Refer with Kyle Wright
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In this exciting episode of Mortgage Marketing Expert, host Phil Treadwell welcomes guest Kyle Wright, a successful loan officer to share his journey and experience. We delve into Wright's unique approach to success, which he attributes to learning how to do it all. Kyle shares his insights on the importance of solving problems, effectively elimina…
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193 Is Your Plan Good Enough: Building Momentum with Don and Gino
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In this episode of Mortgage Marketing Executive, host Phil Treadwell invites the dynamic duo, Don and Gino, founders of DG Media Inc and the Momentum Builder annual event. The conversation revolves around this year's Momentum Builder event, focusing on the importance of identifying and addressing the right problems to ensure business growth. Don an…
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Jimi interviews Don and Gino, Regionals at PRMG on Getting into Shape & Momentum Builder | Biggest Discount Code
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Jimi interviewed PRMG Western Regionals Don and Gino for a talk about Momentum Builder and why everyone needs to know about Shape! Notes: 00:00 Intro 01:43 How is Momentum Builder 24 different from 23 04:04 Ted Talks and Q&A 06:57 Strategy you need now 09:53 Networking at Momentum Builder, Rebuild and Reboot 12:58 Net work is Net worth 13:16 Party …
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Phil Treadwell on Get Into Shape Podcast | Hosts Jimi Ryan and Scott Payne | Lead Management Strategy
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🎙️ Join Jimi Ryan, Scott Payne, and guest Phil Treadwell on the Get Into Shape Podcast As the leader of M1 academy and mindset coach, We talk about lead calling mindset, morning routing and of course podcasting. Don't miss out on this dynamic conversation! 🚀 Notes: 00:00 Open with Podcast talks, Jimi starts the interview with a frozen video 05:05 R…
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192 Appraisal Trends in 2024 with Freddie Mac
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In this episode Phil Treadwell is joined by industry expert Scott Reuter from Freddie Mac to explore the latest appraisal trends in 2024. With their combined expertise, they delve into the evolving landscape of property appraisals, discussing topics such as technological advancements in the appraisal process, the impact of appraisal bias, and the o…
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191 Tactics Without Strategy is the Noise Before Defeat with Mike Hardy
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In this enlightening episode of Mortgage Marketing Expert, host Phil Treadwell is joined by Mike Hardy. Together, they delve into the future of the mortgage industry, focusing on the opportunities that await in 2024 and 2025. The conversation begins with Phil and Mike exploring the evolving landscape of the mortgage industry. They discuss the poten…
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Let Data Drive your Decisions | Brad Yoho joins Jimi Ryan on Shape Shift | Home Improvement | CRM
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🎙️ Dive into the latest Shape/Shift episode with host Jimi Ryan as he interviews Brad Yoho, COO of Dave Yoho and Associates, on the challenges and successes in the home improvement industry. In this insightful conversation, Brad shares his 21-year journey within the company, emphasizing the importance of teamwork and the impending transition to CEO…
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190 Getting What You Want is Simply a Decision with Phil Treadwell
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In this episode, MME podcast host Phil Treadwell delves into the future of the mortgage industry, specifically focusing on strategies you can use to make this year your best yet. Phil emphasizes the importance of understanding and adapting to the changes in the market, rather than resisting them. The highlight of the episode is Phil's three-step ma…
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189 Your Life IS the Content with Tyler Hodgson
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In this insightful episode of "Mortgage Marketing Expert," host Phil Treadwell welcomes guest Tyler Hodgson for a deep dive into the critical aspects of successful mortgage marketing. Hodgson shares his expertise on time management, emphasizing the importance of prioritization and efficiency for mortgage officers. He also unveils effective referral…
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188 Now is the Time with Kevin Peranio
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In this informative episode of Mortgage Marketing Expert, host Phil Treadwell invites guest Kevin Peranio to delve into the critical concept of market timing. As a seasoned industry expert, KP shares his insights on the common misconception of waiting for the "perfect" time to invest in real estate. They discuss how mortgage officers and realtors c…
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Dale Vermillion on Shape/Shift Podcast | Hosts Jimi Ryan and Scott Payne | Lead Management Strategy
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Join hosts Jimi Ryan and Scott Payne on the Shape Shift Podcast, hanging out with special guest Dale Vermillion. No jargon, just real talk. Jimi and Scott keep it down-to-earth while Dale, the brain behind Mortgage Champions, shares his wisdom from training a million loan officers. They're diving into stuff like being real, human connections in mor…
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187 Stop Selling & Start Connecting with Brianna Harris
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In this episode of the Mortgage Marketing Podcast hosted by Phil Treadwell, special guest Brianna Harris shares her expertise in video and social media strategy. Together, they delve into the importance of building connections rather than solely focusing on sales for mortgage officers. With Brianna's insights, listeners gain valuable tips and strat…
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186 Stacking Successes with Josh Mettle
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In this episode of the Mortgage Marketing Expert podcast, host Phil Treadwell sits down with the accomplished Loan Officer and fellow Podcaster, Josh Mettle, to discuss the power of stacking successes. We dive into how Josh effectively utilizes time blocking and early mornings to fuel not only the growth of his business but also the success of his …
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185 Mortgage is a Relationship Business with David Lykken
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In this episode host Phil Treadwell sits down with special guest David Lykken to explore the exciting opportunities on the horizon in the mortgage industry. The discussion revolves around the importance of anchoring your personal motivations and values in your business endeavors. They also delve into the concept of F.A.N.A.F.I – finding a need and …
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184 Showing Up Consistently with Jake Fehling
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In this episode of the Mortgage Marketing Expert podcast, host Phil Treadwell is joined by special guest Jake Fehling, the Chief Marketing Officer with Movement Mortgage. Jake discusses importance of consistently showing up for your customers and effectively marketing yourself through video as a mortgage professional. We delve into strategies and i…
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183 Be the Solution with Shant Banosian
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“I’m so glad I found this business, and that this is what I get to do every single day.” In this episode, special guest Shant Banosian shares his insights on scaling a successful mortgage business and the opportunities that exist in the current “down” market. This episode delves into Banosian's strategies for navigating the mortgage industry during…
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182 YouTube Strategies with Jaime Resendiz
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In this episode of the Mortgage Marketing Expert podcast, host Phil Treadwell sits down with special guest Jaime Resendiz, a YouTube Pro who is helping entrepreneurs and teams build YouTube channels without all the effort. Jamie shares with us the power of building a YouTube channel for professionals in these fields. Covering topics such as creatin…
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181 Survival Through Innovation with Truv.com
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In this episode of the Mortgage Marketing Expert podcast, host Phil Treadwell sits down with Taylor Stork from Developer's Mortgage, and Kirill Klokov & Richard Grieser from Truv.com, to discuss creating efficiency with innovation in the mortgage space and how Loan Officers and more can save money in their loan process verifications. Taylor Stork i…
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Jimi Interviews David Camp, President and Co-Founder of HomeScout
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David Camp joins Jimi in this episode to talk about his career in SaaS, the difference HomeScout can make for its users, and the outstanding integration with Shape that it offers. SetShape.com to begin your journey with Shape today! Connect with David: HomeScout.com David on LinkedIn Show Highlights: 01:00 - Meet David Camp 01:35 - What is HomeScou…
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180 Winning or Learning with Josh Pitts
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In this episode of the Mortgage Marketing Expert podcast, host Phil Treadwell sits down with guest Josh Pitts, the CEO of Shred Media during MBA Annual 2023 in Philadelphia, to delve into the world of content creation for mortgage professionals. They discuss the importance of developing engaging and personal content, reminding you that it's SOCIAL …
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Jimi and Scott Interview Jeff Hogue, Director of Agent Sales for Quote Wizard
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Jeff Hogue joins Jimi and Scott in this episode to talk about the insurance industry, client acquisition and retention and QuoteWizard's acquisition by Lending Tree. SetShape.com to begin your journey with Shape today! Show Highlights: 00:45 - Meet Jeff Hogue 01:15 - What is Quote Wizard 03:30 - How Shape is more advanced than the competition 05:05…
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179 Turning Goals into Action for 2024
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In this solo episode, Phil Treadwell discusses how to define your goals for the new year, how to break them down into daily actions and how to turn those actions into wins that fuel your momentum towards the seemingly impossible. Don’t miss this fantastic episode or this chance to finish what you started for 2023 and set a whole new level of expect…
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178 The Reality of eMortgages with Freddie Mac and Mr. Cooper
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eMortgages, and eClosings have been talked about for decades now, but realistically, where are we at with the shift to ‘e’ today and where are we headed? During this discussion, industry experts explore the past, present and future evolution of eMortgages and eClosings, along with the readiness of the current market, how to mitigate adoption hurdle…
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Jimi Ryan and Scott Payne at LeadsCon 2023
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In a special episode of Shape/Shift, Jimi Ryan and Scott Payne are on site at LeadsCon 2023. Between great sessions and excellent opportunities to network, Jimi and Scott interviewed 8 attendees from the show floor. You’ll hear what’s new and exciting across industries as well as insight into many of the companies driving innovation across the spac…
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Jimi interviews Katherine Campbell, CMO Annie Mac
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“That’s how you get to be CMO, you actually understand know those numbers, you actually understand what works.” Katherine Campbell joins Jimi and Scott in this episode to talk about the mortgage industry, Annie Mac’s unique offerings and their recent integration of Shape software for the Annie Mac team. SetShape.com to begin your journey with Shape…
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177 Be You in Everything You Do with Paige Bowman
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In this episode I‘m joined by the Founder and Team Leader for The Mortgage Collective, Paige Bowman. We discuss her success on social media and the key difference between branding and building a personal brand. This episode is packed with actionable advice, so don’t miss it. Episode Breakdown: 01:30 - How Paige found mortgage 03:00 - Core skills fo…
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Jimi interviews Marc Trachtenberg, CEO and Chairman of Silk Title
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Marc Trachtenberg joins Jimi in this episode to talk about his company Silk Title and why he’s planning to integrate Shape software into Silk’s workflow. SetShape.com to begin your journey with Shape today! Show Highlights: 01:10 - What is Velocity Labs? 04:55 - The importance of the Title Company 08:55 - Why Silk Title? 13:30 - How to stand out on…
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176 Stop Going to the Drive Thru with Leigh Brown
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“It’s not just the visibility of you as a realtor, it’s the visibility of you as a community advocate, as somebody who’s active and engaged and involved.” In this episode I‘m joined by one of my favority people in Real Estate, Leigh Brown. We discuss her passion for helping people and her community, the necessity of relationships in Real Estate and…
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Jimi Interviews Eliot Saeedi, Co-Founder and Board Member of Shape
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Eliot Saeedi joins Jimi in this episode to talk about the origin of Shape, and his view of the difference it makes in the businesses that use it. SetShape.com to begin your journey with Shape today! Show Highlights :01:00 - How did Shape actually start 04:50 - Building in the nuances of various industries 06:55 - Using Shape to implement successful…
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Jimi Interviews Kevin Benner, VP of Business Development at Shape Software
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Kevin Benner joins Jimi in this episode to break down some of his favorite features of Shape, and his experience working with the company. SetShape.com to begin your journey with Shape today! Show Highlights: 01:00 - Kevin’s Goal at Shape 02:10 - Why Shape? What makes it different 04:30 - How Shape minimizes the tech stack for business owners 07:19…
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Jimi Interviews Dani Dunn, Senior Project and Account Manager with Shape Software
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1:09:02
Dani Dunn and Scott Payne join Jimi in this episode to break down some of their favorite features of Shape. SetShape.com to begin your journey with Shape today!بقلم SetShape.com
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175 Putting in the Reps with Arjun Dhingra
32:23
32:23
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32:23
“You don’t have to kill it, you don’t have to hit a grand slam, you just gotta get better. If you have that kind of mentality, good things will be on the other side of it.” In this episode I‘m joined by Arjun Dhingra, a two time Taekwon-do World Champion, Team USA’s Head Coach for Taekwon-do, and a Mortgage Banker with two decades of experience ser…
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Jimi Ryan introduces the Shape/Shift Podcast in this debut episode. What is Shape Software? Why is Jimi so excited about it, and just what will this show offer you in episodes to come? SetShape.com to begin your journey with Shape today! Episode highlights: 00:45 - Welcome to the show 01:15 - ChatGPT’s attempts to name the show 03:00 - What’s this …
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Ready, Set, SHAPE. Shape Software is everything your business needs to grow! All in one user friendly platform. And your host Jimi Ryan is bringing you the people that make it possible, the companies and individuals using Shape to grow their business every day and so much more. Stay tuned for Shape/Shift! SetShape.com/jimi to start your journey wit…
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174 Gratitude's Competitive Advantage with Mr. Thank You, John Israel
49:55
49:55
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“If you can’t appreciate what we have now, who’s to say you’ll be any happier when you finally get what you say you want?” In this episode I‘m joined by John Israel, Mr. Thank You himself, a keynote speaker and relationship expert who helps companies big and small re-humanize their workplace and the marketplace as a whole. This is a great conversat…
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