Nicole Rueth Interview
Spotlight Podcast
Summary – Interview with Nicole Rueth Nicole Rueth’s journey in lending, investing, and wealth-building demonstrates the transformative power of niche focus, consistent action, and value-driven leadership. Initially operating broadly, Nicole’s career accelerated when she narrowed her focus to a specific niche—creative, strategic, and scalable lending for investors—and positioned herself as an authority through education, data interpretation, and community engagement. Her early pivot from recruiting to becoming a “rainmaker” led her to create Agent Ignite, a recurring educational...
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Jared Plonski Interview
Spotlight Podcast
Summary: Interview with Jared Polanski on Leveraging the New LOS System (More) for Mortgage Success In this training session, Jared Polanski shares his insights and practical strategies for leveraging the new Loan Origination System (LOS), More, and Salesforce to dramatically improve productivity, referral partner engagement, and client retention. Drawing from his experience as an early adopter and trainer, Jared emphasizes the importance of staying ahead of the curve by organizing data, segmenting contacts, and proactively reaching out at the right time. He outlines how the integrated system...
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Trey Delgreco Interview
Spotlight Podcast
Summary: Spotlight Interview with Trey Delgreco -Mastering "More" CRM for Mortgage Growth In this Spotlight Call, Trey Delgreco, Market Leader in Orlando for Movement Mortgage, shares his journey from junior loan officer to top producer and market leader, emphasizing how the CRM platform More (built on Salesforce) has been a pivotal tool in his business growth. Trey explains how adopting More—even in its simplest form—helped him improve organization, follow-up, and communication, ultimately generating new business, maintaining referral relationships, and driving long-term client loyalty....
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Joey Robinson Interview
Spotlight Podcast
Summary: Interview with Joey — Building a Scalable Mortgage Business Through Simplicity, Systems, and Presence Joey, a former high school teacher turned high-performing loan officer, shares his rapid ascent in the mortgage world after transitioning from Movement Mortgage’s consumer-direct channel to a local retail model. In just two years, Joey grew from zero to over $37M in annual production. This growth came not through complex strategies, but by simplifying his workflow, leveraging automation, and staying laser-focused on meaningful client and referral partner interactions. His approach...
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Christina Lane Interview
Spotlight Podcast
Summary: Interview with Christina Lane – Scaling to 25 Loans a Month with Simplicity, Delegation, and Personal Connection In this powerful conversation, top producer Christina Lane shares her journey from processor to high-performance loan officer, consistently closing 25 loans per month with an average loan amount of $315k and over 8,000 people in her database. Christina attributes her success not to complex strategies or paid lead sources, but to a mindset of intentional simplicity, disciplined time management, consistent database engagement, and letting go of non-income-producing...
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Chris Conlon Interview
Spotlight Podcast
Summary: Interview with Chris Conlon Chris Conlon, a seasoned mortgage professional and coachable high-performer, shares his return to mortgage production after years in executive management and how he’s built a thriving business using a disciplined, tech-savvy, and client-centric approach. Chris emphasizes the power of execution over inspiration—taking good ideas and methodically implementing them until they drive results. From transforming client communication with video and voice notes to leveraging data, refining workflows, and deploying consistent social media strategies, Chris...
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Adam Dellemonico Interview
Spotlight Podcast
Summary: Interview with Adam Delmonico – Building a Scalable, Stress-Free Mortgage Business Through Systems, Discipline, and Overcommunication Adam Delmonico, a top-producing loan officer at Movement Mortgage with $72M YTD volume and 25–30 loans per month, shares his high-performance philosophy centered around clarity, consistency, and client experience. In this Spotlight Interview, Adam explains how his success is built on simple but powerful pillars: overcommunicating, setting expectations early, being radically organized, and building systems to remove friction and stress from the...
info_outlineSummary: Interview with Chris Conlon
Chris Conlon, a seasoned mortgage professional and coachable high-performer, shares his return to mortgage production after years in executive management and how he’s built a thriving business using a disciplined, tech-savvy, and client-centric approach. Chris emphasizes the power of execution over inspiration—taking good ideas and methodically implementing them until they drive results. From transforming client communication with video and voice notes to leveraging data, refining workflows, and deploying consistent social media strategies, Chris reveals the tools, mindset, and systems that help him generate over $4 million in production from personalized outreach alone. His approach blends technology, discipline, coaching, and authenticity to create scalable, high-touch client experiences.
Practical Application Steps for Mortgage Professionals Inspired by Chris Conlon
1. Implement a Client Segmentation and Refinance Readiness Strategy
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Action: Aggregate your servicing data (e.g., through platforms like M.O.R.E.) and sort clients by current interest rates and readiness to refinance.
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Why it works: Identifies “in-the-money” refinance candidates so you're ready to act when rates shift.
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Bonus: Chris generated $2.6M in apps within three days using this method.
2. Replace Voicemail with High-Engagement Communication Tools
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Action: Use voice texts and video messages (e.g., BombBomb) instead of cold voicemails.
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Why it works: Higher contact and conversion rates. Chris reports near-100% open and engagement rates.
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Script Example: “This isn’t the time to refinance just yet, but the next call you get from me, it will be. Be ready.”
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3. Systemize Social Media with a Content Calendar and Batch Creation
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Action: Create 4–5 social media posts weekly by batching content (with or without a videographer) and posting across platforms (YouTube, Instagram, Facebook, TikTok).
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Why it works: Builds brand familiarity, reduces cold call resistance, and creates inbound leads.
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Chris’s Tip: Authenticity beats perfection. Be consistently visible, not polished.
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4. Track Daily Activities Visibly and Consistently
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Action: Use a visible whiteboard to track 20 daily intentional calls and a bullet journal (or Win By Noon planner) to schedule and reflect.
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Why it works: Builds accountability and helps reverse-engineer success by tracking leading indicators.
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Mindset: “If I don’t hit 20 today, I make 30 tomorrow—no guilt, just action.”
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5. Use Time-Blocking and Pomodoro Timers to Focus
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Action: Block out 30–90 minutes daily for focused outbound calls or pipeline work using a timer (e.g., Pomodoro method).
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Why it works: Minimizes distractions, enhances productivity, and increases intentionality around income-producing activities.
Tool: $14 timer from Amazon helps lock into distraction-free zones.
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Final Mindset Takeaway:
“Consistency beats everything.” Chris emphasizes that there’s no secret sauce—just layering good habits daily until the results compound. He attributes his success not to gimmicks, but to repeated, intentional execution and staying top-of-mind with clients.