Spotlight Podcast

Movement Mortgage/Impact Coaching showcasing the best of our best sharing what's working in TODAY'S mortgage market!

Cole Barlow Interview 01/20/2026

Cole Barlow Interview Summary In this interview, Cole—an LO and branch leader in Mount Dora, Florida—shares how he produced his best year ever in 2025 with 132 closings and $32.5M, despite a challenging market. His success stems from a disciplined, multi‑layered marketing strategy, obsessive time management, community involvement, and intentional team building. Cole emphasizes the importance of a media mix approach: combining micro (1:1 meetings, community events) and macro (CRM email campaigns, online advertising) marketing to ensure broad visibility while maintaining personalized relationships. He uses his CRM strategically for purpose‑driven communication—never spam—and relies on events to create connection points with agents and consumers. A major inflection point in scaling was hiring a dedicated hybrid processor, freeing him from file‑level responsibilities that had previously cut his production potential in half. This shift unlocked time for marketing, events, and building his team. Cole’s personal habits also support his performance. He’s a father of three who coaches multiple youth sports teams each year, meaning time blocking is non‑negotiable. His mornings begin before the house wakes up—a “golden hour” he uses for planning, grounding, and momentum. His long‑term aim is growth and scalability, not for ego but for impact—more community involvement, more giving, and developing others (including his first hired LO). His philosophy of “always hungry” is balanced by a service mindset rooted in his own background and his nonprofit work. Five Practical Application Steps 1. Implement a Multi‑Tier Marketing Strategy (“Small–XL”) Use Cole’s media‑mix approach: Micro: 1:1 agent meetings, local networking Small: community sponsorships, coaching, signage Medium: email cadences via CRM Large/XL: social, workshops, broad advertising Consistency across layers creates omnipresence. 2. Use Your CRM for Purposeful, Event‑Driven Outreach Instead of generic newsletters: Build event-driven email cadences Add RSVPs via Eventbrite/Facebook Include incentives and value adds Capture new contacts and feed them back into the CRM Make every email something people are glad they opened. 3. Delegate File Processing Aggressively Cole’s key quote: “If I am processing my files, I’m going to produce about half as much.” Hire or realign your operations support so you: Do not chase conditions Only step in for escalations Focus on generation, not administration This unlocks production capacity and stabilizes your monthly pipeline. 4. Master Time Blocking (and Live by the Calendar) Cole’s life requires militant structure: Block marketing time Block personal/family commitments Avoid making decisions outside the calendar Anything not scheduled won’t happen. Treat your calendar as the operating system of your business. 5. Start Every Day with a Golden Hour Cole wakes at 5 AM for an hour of: Quiet planning Email triage Personal grounding before the chaos The result: momentum, clarity, and emotional margin before the day begins. Protecting this routine dramatically improves productivity. /episode/index/show/0003bdb8-90f1-4670-a4fd-d75b65bb5ab9/id/39791820

2025 Wrap! 12/23/2025

2025 Wrap! Executive Summary This interview was a year-end recap of best practices shared by top performers and coaches in the mortgage industry. The discussion centered on strategies for scaling production, leveraging technology, building strong client relationships, and maintaining intentionality in business operations. Key themes included simplicity, delegation, database engagement, CRM utilization, consistency, and niche specialization. The conversation emphasized that success is rooted in fundamentals—intentional actions, consistent rhythms, and clarity of purpose—rather than relying on complex tools or gimmicks. Highlights from Featured Leaders: Christina Lane: Scales to 25 loans/month through simplicity, delegation, and a massive engaged database. Advocates for ruthless time management and defining ideal clients. Jared Polanski & Trey Del Greco: Focused on Salesforce CRM habits—daily rhythm, database cleanup, leveraging cadences, and automating annual mortgage reviews. Joey: Measures success in moments, not minutes. Stresses relationship consistency, recording calls for AI-driven summaries, and clarity on value proposition. Adam Delmonico: Champions a client-first approach with four pillars—set expectations, be available, treat every client uniquely, and never lie. Nicole Ruth: Demonstrates niche mastery (real estate investing), authority through education, and disciplined content engagement. Uses short-term sprints for long-term goals. Hero Program & Reverse Mortgage Strategy: Emerging opportunities for partnerships with financial advisors to expand market reach. 5 Practical Application Steps Expand and Engage Your Database Include everyone—clients, partners, community contacts—and segment for tailored outreach. Aim for depth with key relationships and breadth with general contacts. Delegate Non-Income Producing Tasks Offload processing, marketing, and scheduling to team members or automation tools. Free up time for high-value activities like client engagement and prospecting. Establish a Daily CRM Rhythm Start each day in your CRM: log calls, update tasks, and schedule next appointments. Use built-in cadences and automate annual mortgage reviews to maintain consistent touchpoints. Define and Communicate Your Ideal Client Get crystal clear on traits (e.g., prepared, qualified, responsive) and share with referral partners. Affirm great referrals and gently redirect poor fits to shape your pipeline intentionally. Commit to Intentionality and Consistency Treat your business like an 8–5 job; guard your time. Use short-term sprints (30-day) to drive long-term goals (90-day), focusing on controllable actions like outreach and education. /episode/index/show/0003bdb8-90f1-4670-a4fd-d75b65bb5ab9/id/39482520

Allie Lord Interview 11/25/2025

Allie Lord Interview Summary Allie Lord, Regional Sales Director at Movement Mortgage, shared her proven approach to business planning and personal growth. Her journey highlights the power of coaching, habit stacking, and structured planning to achieve consistent success. Allie emphasizes starting early (October), leveraging tools like the Warrior Challenge and Sales Test, and creating a clear execution plan. She advocates for balancing professional and personal goals through the Wheel of Life and maintaining accountability systems. Her formula combines preparation, planning, and disciplined execution to drive results for loan officers and leaders alike. Key Insights Start Early: October marks the beginning of “separation season,” where proactive planning sets top performers apart. Prep Before Planning: Warm up with activities like the Warrior Challenge and assess performance using the Sales Test. Reverse Engineer Goals: Use data to calculate required leads, volume, and activities. Balance Life & Work: Incorporate personal priorities using tools like the Wheel of Life and the Big Ass Calendar. Execution is Everything: Accountability and theme days ensure plans turn into action. 5 Practical Application Steps Activate with the Warrior Challenge Begin daily disciplines immediately—personal tasks, inside/outside sales activities, and tracking. This creates momentum before formal planning. Assess and Focus Take the Sales Test quarterly. Identify your top 3 weaknesses and create a weekly plan to build habits around them (e.g., thank-you notes, client calls). Reverse Engineer Your Numbers Use a simple spreadsheet or system to calculate how many leads, units, and volume you need to hit your income goal. Base your plan on real data. Plan Offsite and Include Your Team Block 2–6 hours for business planning. Start with the Wheel of Life to align personal and professional priorities, then finalize goals and strategies. Execute with Accountability Schedule theme days, track activities, and share progress weekly with a coach or accountability partner. Use visual reminders (e.g., goals as phone screensavers) to stay focused. /episode/index/show/0003bdb8-90f1-4670-a4fd-d75b65bb5ab9/id/39129820

Think Bigger, Act Faster—Kickstarting 2026 11/07/2025

Think Bigger, Act Faster—Kickstarting 2026 Summary: “Think Bigger, Act Faster—Kickstarting 2026” As 2025 winds down, Coach Kevin and Bill Hart challenge mortgage professionals to lean in while others ease off. Drawing inspiration from The Science of Scaling by Dr. Benjamin Hardy, they advocate for a mindset shift: dream bigger while shortening the timeframe for achievement. Through real-life examples and coaching insights, they emphasize the importance of treating mortgage work as a scalable business, not just a job. The conversation encourages listeners to simplify systems, remove constraints, and take bold action toward exponential growth—starting now. ✅ Five Practical Application Steps 1. Adopt the “Think Bigger, Shorten Timeframe” Mindset Action: Set a goal that feels massive—even impossible—and compress the timeline to achieve it. Why it works: Forces innovation and eliminates low-value tasks. Example: Instead of aiming for 17.5M next year, ask “What would it take to hit 50M in 90 days?” 2. Own Your Business Like an Entrepreneur Action: Shift from file-level thinking to system-level strategy. Build a team and delegate loan setup and scenarios. Why it works: Enables scalability and frees you to focus on growth. You move from being a loan officer to a business owner. 3. Use the “Read, Think, Write, Act” Framework Action: Start each day with reading (even 5 minutes), reflect, journal ideas, and take action. Why it works: Builds mental clarity and momentum. Reading fuels new thinking, which leads to better decisions and execution. 4. Create a Massive Goal That Shapes the Process Action: Define a bold goal (e.g., 100 units/month) and reverse-engineer the path to get there. Why it works: Big goals demand better systems and partnerships. Example: Kevin’s reverse team launched a $3,000 bonus to attract Movement LOs and scale faster. 5. Schedule a Business Planning Retreat Action: Block time to go away and build your business/life plan. Use tools like WinTogether or a simple journal. Why it works: Creates space for strategic thinking. Real examples show clients doubling or tripling production after such retreats. Email to learn more about impact Coaching can do for you or for strategy support or guided implementation. /episode/index/show/0003bdb8-90f1-4670-a4fd-d75b65bb5ab9/id/38945640

Quinn Cooke Interview 10/24/2025

Libby Holt Interview 10/03/2025

Libby Holt Interview Summary Libby shared her journey of scaling her mortgage business while staying grounded in her core values: Do your job, Find a solution, Be intentional. Her story is highly relatable because, despite growing from $37M to $80M in annual production, she emphasizes relationships and authenticity over purely transactional business. Key themes included: Core Values as a North Star: Libby’s team distilled their values by flipping frustrations into guiding principles—never cutting corners, always solving problems, and being intentional in communication. Balancing Relationships with Scale: She values personal touches like attending closings, bringing coffee, and giving thoughtful gifts, but also recognizes the need to systematize so her business remains scalable. Certainty and Fit: Libby refuses deals she can’t confidently close, focusing on delivering certainty and setting boundaries with clients and referral partners to maintain professional integrity. Owning Your Superpower: She encouraged LOs to identify their unique superpower—something they both enjoy and that delivers value to others. For her, this has included expertise in condos, high-substance education for agents, and creating memorable client moments. Differentiating Beyond Rate: While competitive on pricing, Libby positions herself on service, trust, and relationship equity, making herself indispensable to agents and clients who value more than just the lowest interest rate. Libby’s philosophy: lead with relationships, deliver certainty, know your superpower, and scale without losing your essence. 5 Practical Application Steps Define and Live Core Values Write down 3–4 core values with your team. Use frustrations as a guide (flip what drives you crazy into what you value most). Filter daily decisions and client interactions through these values. Create Scalable Client Experiences Identify the personal touches that bring you joy (attending closings, giving gifts, check-in calls). Systematize them with help (e.g., have someone drive you to closings, pre-order gifts). Build repeatable processes that preserve your personal touch at scale. Sell Certainty, Not Just Products Position yourself as the professional who won’t take deals you can’t close. Train your team to confidently say no when the fit isn’t right. Use certainty as your differentiator in conversations with clients and referral partners. Identify and Lean Into Your Superpower Ask: What do I love doing? What adds value to others? Package it consistently (e.g., condo expertise, teaching agents, creating videos). Market your superpower but also demonstrate that your competence extends well beyond it, Redefine the Rate Conversation When prospects lead with rate, pivot to value. Communicate what makes your service unique (availability, speed, relationships, problem-solving). Be willing to walk away if a client only values the lowest price. Email to learn more about impact Coaching can do for you or for strategy support or guided implementation. /episode/index/show/0003bdb8-90f1-4670-a4fd-d75b65bb5ab9/id/38447915

Grant Schroeder Interview 09/19/2025

Grant Schroeder Interview Summary Grant’s journey in the mortgage industry highlights the power of discipline, focus, and sustainable growth. In just under five years, he transitioned from a Loan Officer Assistant to a top-producing originator funding close to $40M annually. His success stems not from flashy tactics but from a methodical system built on consistency, measurable lead indicators, and deep relationships. Grant emphasizes the importance of tracking the right activities—calls, meetings, follow-ups—rather than obsessing over lagging outcomes like closed loans. He has carved out a niche serving investors, first-time homebuyers, and builders, leveraging his own real estate investing background to bring credibility and value. Rather than spreading himself thin with dozens of partners, he builds deep trust with a handful of reliable realtor and referral partners. Discipline is central: he maintains structured boundaries around his availability, prioritizes family, and avoids burnout by empowering his team and setting clear expectations with partners. Grant demonstrates how embracing coaching, applying proven systems (like The 4 Disciplines of Execution), and sticking to daily lead measures create long-term momentum. His story underscores that sustainable success isn’t about 24/7 availability or chasing volume blindly—it’s about intentional strategy, protecting your “why,” and consistently executing fundamentals. 5 Practical Application Steps Track Lead Measures, Not Just Results Build a simple system to track daily and weekly activities (calls, notes, meetings, follow-ups). Reverse engineer your annual goals into specific weekly actions. Focus on inputs you can control, knowing the outputs (closed loans, revenue) will follow. Develop a Niche and Go Deep Choose a specialty (e.g., investors, first-time buyers, builders) and become the go-to expert. Use your personal experience and knowledge to differentiate yourself from generic competitors. Provide value-added insight (e.g., tax strategies, cost segregation, house hacking tips). Build Fewer, Deeper Partnerships Instead of chasing dozens of realtors, cultivate strong relationships with a select few. Over-communicate by including clients and partners in group texts or shared updates. Position yourself as indispensable: “You need to call [Your Name]” should be the natural referral line. Set and Maintain Boundaries Establish work hours and stick to them; communicate them clearly to partners and clients. Protect mornings for personal growth (reading, journaling, workouts) before diving into business. Remember: people respect boundaries when you establish and consistently reinforce them. Leverage Coaching, Teamwork, and Tools Regularly report activity and progress to a coach or mentor for accountability. Empower your team with clear systems so you can step away without business collapsing. Use technology (CRM, AI, automated follow-ups) to enhance—not replace—human connection. Book Links The 4 Disciplines of Execution: Revised and Updated by Chris McChesney, Sean Covey, Jim Huling, etc. Boundaries: When to Say Yes, How to Say No by Dr. Henry Cloud & Dr. John Townsend (Updated and Expanded) 24-7 Mindset: Build a Business That Pays You 24 Hours a Day, 7 Days a Week While Only Working 24 Hours a Week and 7 Months a Year by Wally Elibiary Email for strategy support or guided implementation. /episode/index/show/0003bdb8-90f1-4670-a4fd-d75b65bb5ab9/id/38272280

Edwin Britt Interview 09/05/2025

Edwin Britt Interview Summary Edwin emphasized shifting from chasing outward success to building significance—creating lasting impact through authenticity, intentionality, and a legacy-driven approach. Inspired by Zig Ziglar, he encouraged professionals to focus on meaningful contributions over numbers, aligning actions with core values. He urged leaders to regularly step out of daily operations to view their business as a CEO, introducing a four-hat framework: CEO/CFO, Chief Relationship Officer, Chief Marketing & Branding Officer, and Loan Officer. This perspective brings clarity, accountability, and focus. Key lessons included leveraging resources, strengthening relationships, and diversifying revenue streams to stay resilient. Coaching stories illustrated dramatic growth achieved through authenticity, intentional prospecting, and a mindset shift from selling products to building trust. Edwin also introduced “Living Your Bio,” where professionals ensure their brand and values guide daily actions, creating credibility and connection. He recommended simple, disciplined systems based on EOS/Traction principles: a clear vision, streamlined processes, measurable metrics, and non-negotiable daily commitments. Finally, Edwin stressed that coaching is a growth multiplier, offering accountability, structure, and proven strategies. Data shows professionals in coaching achieve 23% higher volume and units, making it a competitive advantage rather than just a resource. 5 Practical Application Steps Adopt the Four-Hat Leadership Framework Evaluate your business weekly as a CEO/CFO. Define expectations for yourself in each role (CEO, CRO, CMO, LO). Hold yourself accountable as if you were paying each “role” for measurable results. Start Every Day with 3 Core Questions Ask: Who needs to see me today? Who needs to hear from me today? Who needs to refer me today? Prioritize these before email to take control of your day. Live Your Bio Refresh your bio to reflect your strengths, values, and passions. Align actions with your brand to build trust and authenticity. Diversify Business Buckets Add lead sources (database referrals, builders, financial planners) to reduce risk. Set measurable goals (e.g., 5 new partners per month) to ensure growth. Implement Simple, Measurable Systems Use EOS/Traction principles: Vision, Process, Measurables, Issues, and Minimum Measurables. Commit to daily non-negotiables (e.g., outreach, meetings) and track progress. Bonus Tip: Leverage Coaching as a Growth Multiplier. Edwin stressed that coaching is a critical catalyst for sustainable growth. It provides accountability, perspective, and structure that professionals often can’t achieve on their own. By working with a coach, you gain: Consistency: A rhythm of action and progress. Accountability: Turning goals into measurable outcomes. Perspective: Access to proven tools and strategies. Confidence: Overcoming limiting beliefs and growing leadership skills. Professionals in coaching programs see 23% higher results. Coaching isn’t optional—it’s a strategic advantage that accelerates growth and long-term success. To Register for 75 Hard, Click Here: For help or more Information please email GetCoaching@Movement.com /episode/index/show/0003bdb8-90f1-4670-a4fd-d75b65bb5ab9/id/38091735

Chuck Ruddy and the HERO Program 08/22/2025

Chuck Ruddy and the HERO Program Summary Today we discussed the enormous but untapped opportunity for loan officers (LOs) to partner with financial advisors. Traditionally, realtors and client databases have been the primary lead sources for LOs, while financial advisors have been overlooked. Yet, with tens of millions of Americans underprepared for retirement and trillions in unused home equity, the potential for collaboration is significant. Chuck Ruddy, a former financial advisor and marketing director, shared how he developed the HERO Program (Home Equity Retirement Options). The program is designed to integrate home equity into retirement planning conversations between financial advisors, clients, and LOs. It reframes reverse mortgages and other home equity solutions as math-based financial tools rather than misunderstood or stigmatized products. The HERO Program equips both advisors and LOs through 10 educational modules with case studies and compliance-friendly approaches. The ultimate goal is to create a win-win-win collaboration: advisors retain and grow assets under management, clients gain improved retirement outcomes, and LOs expand their market presence beyond realtors. The program stresses early engagement, client trust, and education as keys to breaking into this overlooked but highly lucrative market. 5 Practical Application Steps Build Your Advisor List Start identifying financial advisors in your market. Commit to adding at least one advisor per week by leveraging your own network, realtor partners, or past clients. Learn the HERO Framework Study the 10 HERO modules to understand reverse mortgages, compliance, and advisor conversations. Position home equity as a financial planning option—not just a mortgage product. Use the “Three-Minute Conversation” Show advisors the math: clients paying mortgages into retirement deplete investment portfolios, which erodes advisors’ revenue. Demonstrate how home equity strategies can protect both client assets and advisor business value. Leverage Client Trust in Advisors Recognize that many clients will follow their advisor’s guidance over the LO’s explanation. Frame your role as collaborating with advisors to serve the client better, not competing for influence. Take Action Now Begin pre-planning strategies with clients in their 40s and 50s, so they’re prepared at age 62. Don’t wait until clients reach retirement; educate early to establish long-term relationships. Email for strategy support or guided implementation. /episode/index/show/0003bdb8-90f1-4670-a4fd-d75b65bb5ab9/id/37913845

Nicole Rueth Interview 08/11/2025

Nicole Rueth Interview 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 event for real estate professionals. Leveraging market data, she evolved from repurposing national statistics to delivering hyperlocal economic insights for the Denver market. This shift not only differentiated her from competitors but also built her reputation as a trusted advisor. Nicole emphasizes the importance of deeply understanding one’s market, selecting a niche that aligns with personal passion, and committing to becoming the go-to expert. She integrates personal investment experience into her teaching, showing clients how to build long-term wealth and navigate uncertainty in changing markets. Her approach is anchored in consistency, preparation, and value creation—preparing for hours to deliver impactful 30-minute presentations, and maintaining weekly, monthly, and annual events that continually reinforce her authority. Nicole’s philosophy is that daily intentional actions, combined with market insight and a clear niche, can create exponential career growth. 5 Practical Application Steps Identify & Commit to Your Niche Choose a market segment you are both passionate about and skilled in. Ensure it solves a real need in your local market. Be willing to go “all in” and align your brand, content, and outreach to serve that niche exclusively. Build Authority Through Education Host regular events, workshops, or content series that provide genuine value. Leverage data (local when possible) and tailor your insights to your audience’s specific needs, becoming the go-to resource in your area. Leverage Personal Experience for Credibility If possible, actively participate in your chosen niche (e.g., own investment properties if focusing on real estate investing). Use your own journey and results to enhance relatability and trust with clients. Establish a Consistent Content & Engagement Schedule Commit to regular educational outputs (e.g., weekly videos, monthly events). Prepare thoroughly to ensure quality and relevance, understanding that consistency over time builds recognition and authority. Use Short-Term Sprints to Drive Long-Term Goals Break annual goals into 90-day objectives and 30-day sprints. Focus on one priority at a time, track progress, and adjust based on results. Hold yourself accountable through a coach or mentor to maintain momentum. Email for strategy support or guided implementation. /episode/index/show/0003bdb8-90f1-4670-a4fd-d75b65bb5ab9/id/37765910

Jared Plonski Interview 07/28/2025

Jared Plonski Interview 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 improves mobile functionality, enables powerful client and referral tracking, and provides mortgage professionals with a competitive advantage in a rapidly evolving tech landscape. Jared walks through his personal system for categorizing referral partners, maintaining top-of-mind communication, and identifying hot refinance opportunities — all with an emphasis on maximizing revenue in minimal time. 5 Practical Application Steps for Loan Officers and Mortgage Professionals Organize Your Referral Partners into Actionable Segments Use the “Groups” and “Prospect Rank” fields in Salesforce to classify referral partners by loyalty and opportunity (e.g., Tops, A’s, B’s, C’s, D’s, F’s). This lets you instantly identify who deserves your attention when time is limited — maximizing ROI on outreach. Leverage Custom Reports to Focus Daily Activity Save and favorite key reports like: All Referral Partners Referral Prospect List No Partner Activity Over 2 Weeks These reports help you avoid losing touch with top partners and ensure you're consistently nurturing the relationships that generate business. Build and Use a Refi “Hot List” for Past Clients Track every past client’s interest rate and create a “target rate” field based on their savings goals. Mark those ready to act as “Hot,” so when rates dip (even briefly), you can make timely calls and lock in deals. 4. Take Notes in the System to Automate Communication Transparency Input detailed notes in Salesforce so agents receive automatic updates via the referral partner portal. This reduces unnecessary check-in calls and builds agent trust through transparency — and creates FOMO for those not yet using the app. 5. Start Now and Get Ahead of the Curve Don’t wait until the new system becomes mandatory. Begin organizing your database, building your reports, and getting familiar with More today. The earlier you begin, the more you’ll tailor the system to your workflow — avoiding overwhelm when the transition becomes company-wide. Final Takeaway: Success in the modern mortgage space isn’t about working harder — it’s about working smarter with your data. Jared's system turns Salesforce and More into an automated, money-generating machine. Whether you’re managing 50 contacts or 700+, strategic organization and proactive engagement are the new non-negotiables for staying competitive in today’s high-tech mortgage landscape. /episode/index/show/0003bdb8-90f1-4670-a4fd-d75b65bb5ab9/id/37491135

Trey Delgreco Interview 07/21/2025

Trey Delgreco Interview 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. He breaks down More into five core practices (plus a bonus) that any loan officer can implement immediately, stressing the importance of building small habits and expanding as comfort grows. Trey also shares how automation, task reminders, cadences, and leveraging features like the Proactive Opportunity Dashboard and Annual Mortgage Reviews (AMRs) allow LOs to scale their outreach without sacrificing personalization. 5+1 Practical Application Steps from Trey Del Greco Start by Uploading or Entering Your Database Correctly If you're new to Movement, use the provided Excel spreadsheet to upload your contacts—accurately. Poor formatting leads to poor results. If you've been with Movement for a while, your contacts already exist in More—focus on learning how to find, organize, and use them. Build the Daily Rhythm: Add Leads, Log Calls, and Set Tasks When a lead comes in, input it into More immediately. Log your discovery call, add notes, and create a follow-up task. This rhythm becomes the foundation for using the CRM as your daily business compass. Use Your Daily To-Do List Rely on the automatically generated daily task list in More to guide your lead generation and follow-up. This eliminates guesswork—More acts as your virtual assistant, telling you exactly who to call, text, or email each day. Create and Use Cadences to Scale Outreach Start with simple one-off tasks and grow into using cadences (task plans) that automate sequences of actions like calls, texts, and emails. You can keep cadences manual or set them to automatically send communications—ideal for long-term leads like credit repair clients. Automate and Utilize Annual Mortgage Reviews (AMRs) Set up automatic AMR surveys to go out on past clients’ loan anniversaries. Depending on whether the client responds, More will trigger follow-up tasks—helping you maintain relationships and uncover new business opportunities. Bonus: Use the Proactive Opportunity Dashboard This feature analyzes closed loans to identify refinance or MI removal opportunities. Use it to initiate meaningful client conversations like, “Would saving $150/month be worth a call?” Trey attributes at least 15 deals directly to this dashboard. Key Takeaways: Simplicity wins: Trey emphasizes you don’t need to be a power user to get results. Start with the basics and grow from there. System = Scalability: Using More as a structured system lets you track leads, maintain relationships, and follow up with confidence—even months or years later. Impact Lending = Differentiation: Trey integrates automated emails sharing Movement’s impact lending story, often sparking meaningful conversations and helping win clients. Mobile Functionality Matters: The More app lets you update leads, log calls, and manage tasks on the go—reducing dependency on notebooks or post-call transcription. Consistency is king: Daily habits around tasks and cadences help Trey stay organized, deepen relationships, and avoid missed opportunities. Trey’s Encouragement for New Users: “Anything worth doing is worth doing badly—just get started. Don’t compare yourself to CRM pros. Build small habits, and the system will evolve with you.” Next Steps: Explore More’s training hub or video walkthroughs. Reach out to Trey via the Movement Hub for 1-on-1 help. Email for strategy support or guided implementation. Using Trey’s approach, even simple CRM use can drive consistent results, better client retention, and more predictable growth—all without tech overwhelm. /episode/index/show/0003bdb8-90f1-4670-a4fd-d75b65bb5ab9/id/37487425

Joey Robinson Interview 07/21/2025

Joey Robinson Interview 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 focuses on measuring success in moments, not minutes; trusting and empowering a capable team; and removing friction through smart tech tools that allow him to stay fully present. Joey shares how he delegates, automates, and adapts his processes—proving that sustainable growth doesn’t require burnout, just clarity and commitment. 5 Practical Application Steps 1. Measure Success in Moments, Not Minutes “It’s not how much time you spend, it’s the impact you make in each moment.” Shift focus from grinding long hours to maximizing the quality of key moments — with clients, referral partners, and family. Joey eliminated stress-inducing tasks like note-taking by using call recording + AI transcription to document and share client conversations automatically. This allowed him to be fully present in every call, pick up on buying signals, and build deeper connections — increasing referrals and satisfaction. 2. Automate Documentation Using Tech Tools “I’m not good at note-taking — so I let AI do it for me.” Use a call-recording app (e.g., native Google Pixel feature or Ploud device) to capture borrower conversations. Upload the transcript to a custom chatbot (e.g., Gemini or ChatGPT) that extracts: 🔹 Internal bullet points for your team 🔹 Email recaps for the client 🔹 Agent update emails This creates a consistent client experience without draining time or energy. 3. Focus on What You Need to Do, Not Just What You Want to Do “I was overcomplicating the strategy. I just needed to call people.” Joey admits he once obsessed over what he wanted to happen (e.g., big builder accounts, cool marketing strategies), when what he needed was simple: connect with more people. He re-committed to the basics — phone calls, Annual Mortgage Reviews (AMRs), and face-to-face conversations. The outcome? Greater consistency, higher conversion, and a better use of his time. 4. Simplify Your Process Around Your Strengths “I’m not a details guy — I’m a relationship guy.” Instead of forcing himself into complex checklist systems, Joey: Delegated most of the loan lifecycle to his seasoned team Focused on his unique value: connecting with clients and generating leads Used tools like the SRT team for refis — leading to 3 extra deals from a single client without additional effort Build your business around your zone of genius, and let others thrive in theirs. 5. Turn Good Intentions into Unstoppable Impact “You don’t have to be the only one driving the result.” Joey realized that trying to control everything created burnout, not excellence. Instead, he shifted his mindset to trusting his team and building a clear, shared process. He celebrates when reviews mention his teammates — because it means the system is working, and the client experience is replicable and scalable. Bonus Habit: Use the “Start / Stop / Keep” Reflection Each Quarter Joey and his team regularly review: Start: What new strategies or habits will we try? Stop: What is no longer serving us? Keep: What’s working that we’ll double down on? This simple cadence ensures the business is always evolving — without ever getting off track. Key Takeaways: Simplicity scales — success isn’t about doing more; it’s about doing what matters most, better. Presence builds trust — when you’re not distracted by notes or multitasking, you catch details others miss. Systems free you — automation doesn’t replace human connection; it enhances it by removing friction. Trust your team — delegation enables freedom, consistency, and a truly referable experience. 💬 Final Words from Joey: “You don’t need 10 years to build something great. You just have to do the work, trust your team, and stay focused on connection.” 📨 Need help implementing this? Reach out to to learn how to set up tech workflows, define your process, or simplify your client experience. /episode/index/show/0003bdb8-90f1-4670-a4fd-d75b65bb5ab9/id/37486040

Christina Lane Interview 07/21/2025

Christina Lane Interview 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 activities. She emphasizes that meaningful growth comes from learning to delegate, focusing on high-leverage conversations, and showing up fully for her clients, team, and family. Her team is small—just one LOA, one processor, and one marketing/TC—but her systems, mindset, and consistency allow her to generate massive volume without burnout. 5 Practical Application Steps from Christina Lane 1. Let Go of Non-Income-Producing Activities "You have to figure out what you’re doing that doesn’t move the needle—and stop doing it." Delegate tasks like processing, chasing conditions, marketing, and scheduling to your team (or systems). Train your team to solve their own problems by asking, “What do you think we should do?” instead of stepping in every time. Focus your time exclusively on income-producing activities: talking to your database, nurturing referral partners, and moving deals forward. 2. Build a Massive, Inclusive, and Engaged Database "Everyone I know—DoorDash drivers, church friends, insurance reps—goes into my database. Everyone needs a roof." Stop limiting your database to closed clients. Add every contact—friends, family, vendors, social media connections. Christina has 8,000+ people in her CRM and treats them as potential clients, referrers, or connectors. Use a CRM with automated newsletters, AMR (Annual Mortgage Review) triggers, and segmentation for ongoing touchpoints. 3. Engage Your Database with Authentic, Consistent Touches "Annual Mortgage Reviews are #1. But we also send flowers, Sugar Wish gifts, and monthly newsletters." Leverage AMRs as your #1 referral and repeat business driver—use tech to trigger reminders and automate follow-up. Watch for life events (e.g. on Facebook) and send personal gestures like small gifts or notes. Send a monthly email newsletter (via Mailchimp or similar) with personal, local, and relevant updates—not just market stats. 4. Be Ruthless with Your Time: Treat It Like an 8-to-5 Job "I was missing everything—my kids’ games, my life. Now I work 8 to 5, and I shut it down." Work with focused intention during business hours: no Netflix, no distractions, just income-producing activities. Use the “Eat That Frog” method (from Brian Tracy): tackle your hardest tasks first thing in the morning—especially delivering bad news or having tough conversations. Maintain work-life boundaries—even (and especially) if your spouse is your business partner. 5. Train Referral Partners to Send You the Right Clients "I speak my ideal client into existence—and realtors start sending me more of them." Define what your ideal client looks like (prepared, qualified, responsive) and communicate that clearly to partners. When an agent sends a great client, affirm it out loud: “That client was amazing—organized, on top of it, great credit.” When the client isn’t a good fit, gently redirect and explain why. This helps you shape your pipeline intentionally. Bonus Tips from Christina: You do have a database—your phone, your Facebook friends, your church directory. Start there. Join coaching to develop accountability, structure, and peer support. Use tools like Sugar Wish for scalable, affordable client gifts. Keep a small but mighty team—one LOA, one processor, and one TC can support high volume with the right systems. Final Takeaway: “You don’t need fancy tools. You need intention, consistency, and a system that works when you’re not working.” Christina proves that you don’t need to work 12-hour days or have a massive marketing budget to scale your mortgage business—you need systems, boundaries, human connection, and the discipline to stay focused on what matters. 📩 Need help implementing Christina’s approach? Email getcoaching@movement.com or join the Power Sales Academy to build the structure, habits, and mindset that drive real growth. /episode/index/show/0003bdb8-90f1-4670-a4fd-d75b65bb5ab9/id/37483715

Chris Conlon Interview 07/18/2025

Chris Conlon Interview 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 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 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. Why it works: Identifies “in-the-money” refinance candidates so you're ready to act when rates shift. Bonus: Chris generated $2.6M in apps within three days using this method. 2. Replace Voicemail with High-Engagement Communication Tools Action: Use voice texts and video messages (e.g., BombBomb) instead of cold voicemails. Why it works: Higher contact and conversion rates. Chris reports near-100% open and engagement rates. Script Example: “This isn’t the time to refinance just yet, but the next call you get from me, it will be. Be ready.” 3. Systemize Social Media with a Content Calendar and Batch Creation Action: Create 4–5 social media posts weekly by batching content (with or without a videographer) and posting across platforms (YouTube, Instagram, Facebook, TikTok). Why it works: Builds brand familiarity, reduces cold call resistance, and creates inbound leads. Chris’s Tip: Authenticity beats perfection. Be consistently visible, not polished. 4. Track Daily Activities Visibly and Consistently Action: Use a visible whiteboard to track 20 daily intentional calls and a bullet journal (or Win By Noon planner) to schedule and reflect. Why it works: Builds accountability and helps reverse-engineer success by tracking leading indicators. Mindset: “If I don’t hit 20 today, I make 30 tomorrow—no guilt, just action.” 5. Use Time-Blocking and Pomodoro Timers to Focus Action: Block out 30–90 minutes daily for focused outbound calls or pipeline work using a timer (e.g., Pomodoro method). 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. 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. /episode/index/show/0003bdb8-90f1-4670-a4fd-d75b65bb5ab9/id/37461555

Adam Dellemonico Interview 07/11/2025

Adam Dellemonico Interview 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 mortgage process. With a finance degree and athletic background, Adam brings the discipline of a pro athlete to mortgage lending. He outlines his “four pillars” of business, shares daily habits (including inbox zero), and provides tactical strategies that any LO—from new to experienced—can adopt to increase volume, improve client satisfaction, and reduce stress. Adam Delmonico’s 5+ Practical Application Steps for Loan Officers Adopt the 4 Pillars of a Client-First Mortgage Process Set Proper Expectations: Address payment vs. purchase price early; discuss what can affect approval. Be Available: Promptly acknowledge all communication (even if it’s to say “I’ll respond later”). Treat Every Client Like the Only Client: Personalize the experience to increase loyalty and stickiness. Never Lie: Don’t fudge pre-approvals or calls with listing agents—protect your credibility at all times. Create a “System Trigger” from Every Mistake Every time someone is mad, stressed, or confused, stop and implement a new system or template to fix it permanently. Examples: Email templates for FAQs, SMS shortcuts for recurring borrower questions, and checklists for loan conditions. Design a Pre-Approval Process Based on Monthly Payment (Not Price) Avoid quoting based on just purchase price—frame every client’s approval around desired monthly payment and cash to close. Require clients to send property addresses before viewing homes—position yourself as indispensable and reduce rate shopping. Use templated scripts and reminders for follow-up every time a client shares a new property. Use “Inbox Zero” and Text Review to Eliminate Missed Communication Zero Inbox Rule: End each day with 0 unread emails, texts, and missed calls. Use folders like “Need to Address” and “Addressed” to track open loops. Bonus Tip: Scroll through text messages each night to ensure no replies are forgotten. Overcommunicate Proactively to Prevent Inbound Chaos The goal is no reactive calls. Proactively answer questions before they’re asked via templates and process communication. Follow up with realtors immediately after every client conversation to reinforce expectations and share notes. Use templated email summaries (e.g., buyer consult notes for agents) to create consistency and save time. Bonus Best Practices: Start Slow to Go Fast: For newer LOs or those in production ruts, Adam encourages deeply thorough MBAs (Mortgage Business Analyses), full document reviews, and qualifying conditions up front. Avoid roller-coaster stress and focus time on growth once systems are built. Do the Belly-to-Belly Work: Early in his career, Adam did 10–12 realtor meetings per week for 2.5 years. Relationships take consistency—growth comes from sheer volume of meaningful conversations. Master Your Calendar: Adam’s day is highly structured: In office before 7AM most days, never after 8. Leaves by 6:18PM to get his dog—forcing day-end accountability. Focus: nonstop calls, emails, and system use during business hours. Key Quote Highlights: “The mortgage process is like a snowflake, but the process is always the same.” “Nothing pops up—you just didn’t ask the right questions or set the right expectations.” “I’m the captain of the ship. I’m not a yes man.” “I haven’t lost a deal to rate in 2025 because we frame the conversation differently.” Summary Takeaway: Adam’s playbook isn’t about complexity—it’s about precision. He removes stress by building predictable systems, communicates so thoroughly that clients rarely need to ask questions, and sets high boundaries that protect his time, energy, and reputation. You don’t need $70M in volume to start applying his strategies. If you’re doing 2 loans a month and feeling scattered, begin by: Creating a client template. Organizing your inbox. Setting clear expectations in every call. Then grow from there. Want to implement these practices? Email getcoaching@movement.com for a free strategy session or system setup assistance. Coaching matters—and as Adam says, “coaching is everything.” /episode/index/show/0003bdb8-90f1-4670-a4fd-d75b65bb5ab9/id/37379535

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