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Episode Summary:

Most mortgage professionals think their biggest challenge is inventory or affordability, but the real problem might be hiding in plain sight: your sales process. In this episode, I sit down with Jake Vermillion, CMO of Mortgage Champions, to unpack why most loan officers are still selling like it’s 2021… and how that’s quietly destroying trust, pull-through, and long-term loyalty.

Jake reveals how misalignment between marketing and sales is creating a broken borrower experience—and what to do instead. From replacing “Apply Now” with value-first engagement, to knowing where AI belongs (and doesn’t), this episode is a must-listen for any LO or leader who wants to stay relevant and competitive in 2025 and beyond.

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Want more Realtor referrals as a Loan Officer without chasing, cold-calling, or paying for leads?

Discover the proven Realtor referral system top mortgage professionals use to double Realtor partnerships and generate consistent mortgage leads:

Go to: https://www.go.myagentclasses.com

Episode Summary:

In this episode, we talk with Andrew Penner about the often-overlooked goldmine every loan officer already has: their past clients.

We explore why so many lenders lose out on repeat business because they don’t know when clients are ready to buy again, refinance, or invest.

Andrew introduces Milo.ai, a platform that uses behavioral signals and deeply integrates with CRMs to help mortgage professionals stay top of mind without overburdening their time.

The conversation also touches on maintaining authenticity in communications, balancing automation with the human touch, and preparing now for a likely surge in demand moving into 2025–2026.

Learn More About Milo

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A Connect on Instagram

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SAY THANKS

Leave a review on Apple Podcasts

G Leave a rating on Spotify

Want more Realtor referrals as a Loan Officer without chasing, cold-calling, or paying for leads?

Discover the proven Realtor referral system top mortgage professionals use to double Realtor partnerships and generate consistent mortgage leads:

Go to: https://www.go.myagentclasses.com

Episode Summary:

Why are so many loan officers struggling in today’s market, while some are having their best year? In this episode of Mortgage Marketing Radio, real estate coach Tom Ferry reveals the hard truth: most loan officers and real estate agents won’t survive unless they adapt.

Tom explains why this market requires four times the effort for a fraction of the income and why so many originators are struggling to generate leads, build referral partnerships, and close deals.

If you’re a mortgage professional who feels stuck, ignored by Realtors, or frustrated with the current market, this interview is packed with strategies to help you stay relevant and grow.

You’ll learn:

• Why most loan officers fail in a shifting market
• The mindset shift from ego to economics
• How to create momentum when sales cycles get longer
• Simple ways to differentiate yourself from other LOs
• What top performers are doing to generate Realtor referrals and client trust

If you want to survive and thrive as a loan officer in this tough housing market, don’t miss this powerful conversation with Tom Ferry.

Follow Tom Ferry

Instagram: @TomFerry - https://www.instagram.com/tomferry/

Facebook: @TomFerry - https://www.facebook.com/TomFerry

LinkedIn: Tom Ferry - https://www.linkedin.com/in/tomferry1/

YouTube: Coach Tom Ferry – https://www.youtube.com/user/RealEstateTrainingTF

Have a question you’d like Geoff to answer on the podcast?

Leave a quick voicemail at www.askgeoffanything.com, and you could be featured in the next AMA episode!

Want to Host Realtor Classes That Fill Seats & Your Pipeline, Without Doing It All Yourself?

If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success.

See if myAgent Classes is the right fit for you.

Watch the Video Summary Here

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