Art of Mortgage Marketing

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3 Proven Strategies to Shift From REACTIVE MODE to PROACTIVE MODE

None of us want to spend our lives in reactive mode, but we don't want to lose a paycheck either, so more often than not, LOs end up stressed out and anxiety-ridden as a default.


Is it even possible to break free from the cycle of reactivity? If being available round the clock isn't good for us, what should we be doing instead, and how can we do it without putting our livelihoods at risk? 


In this episode, I'm sharing 3 ways to minimize pressure while MAXIMIZING prosperity.

"If you want to make big moves, being in reactionary mode does not bode well." -Doren Aldana




  • The magic of a morning routine

    Just how valuable is a healthy routine, and why does it need to take place in the mornings, specifically? 


  • Who to show up for, first and foremost

    Who is our most important client and what are the consequences if we don’t serve them at the highest level? 


  • How to break Parkinson’s law

    How can we kick procrastination to the curb, stat?

3 BIG Reasons Why Most Mortgage Pros Put Up With Being Their Realtors’ Loan Bitch (And How to Finally Get the Respect and Referrals You Deserve!)

For many of us, the thought of an LO being in the driver’s seat is akin to the Loch Ness Monster: we hear about it, but we never see it for ourselves. Why is it that a mortgage pro holding the cookie seems so foreign to us?


Where have loan officers gone so wrong, and how can we start re-positioning ourselves, so Realtors give us the respect we deserve? Is it possible to do it WITHOUT reinventing the wheel?


In this episode, I’m diving into the 3 things that have made mortgage pros meek and weak- and how to flip the switch!

"When you don’t have the right dynamic in your relationship with Realtors, you will feel forced to answer calls every minute of the day." -Doren Aldana





  • Why begging for business will only stunt our success

    Are we chasing business, or are we attracting it? 


  • The importance of differentiation

    Great rates and service are a GIVEN. What are we doing to offer Realtors unique, exclusive value? 


  • The risk of having a SCARCITY mindset

    Are we bending over backward for Realtors because we’re scared to say no?

Why Mortgage Pros Never Break the 10 Deals Per Month Barrier

Very few mortgage pros do 10 deals a month, and even fewer do it consistently. What are the secrets of those who are getting it right, and where are the vast majority of us going so wrong?  


How can we start thinking like industry top dogs, so 10 deals a month, EVERY month, becomebest-kept a given


In this episode, I share the 3 biggest weaknesses holding mortgage pros back from greatness (and how to stop them from stopping us!)


"Even 1% doubt will take you out, so you have to show up every day with your beliefs in alignment with your dreams." -Doren Aldana





  • How to stop letting weak marketing stunt your growth
    What are the key clues that our marketing is all wrong?


  • Why we need to kick stinkin' thinking for good
    How can we start showing up feeling like the champions we are and quit cowering in the shadows of self-limitation? 


  • How to pick the right mentors
    Is there a way to pinpoint those guaranteed to get us to our full potential?

3 Simple Ways To Build Your Purchase Business - FAST! (Without Cold Calling Realtors)!

Diversification is the best way to stay afloat in any market, so if we've been focused on REFIs exclusively until now,  it's time to shift into the purchase market. However, to make the most of the purchase space, we have to approach it the right way. The question is, how do we do that? 


What can we do to stand out to the best Realtors in the business, so we're not just getting any purchase deals, but the cream of the crop? More importantly, is it possible to do that without begging, pleading, and annoying everyone along the way? 


In this episode, I'm sharing 3 ways to build a purchase business quickly and effectively, so we can reap the long-lasting benefits in no time at all.

"If you keep doing what you've been doing, you'll keep getting what you've been getting, and that's unacceptable!" -Doren Aldana




  • How to make the most of our networks

    How can we tap into the GOLDMINES that are our networks? Is there a way to reach out to our existing spheres without coming across as annoying? 


  • How to turn one and done transactions into repeat and referral business

    How can we continue to be the first (and only!) LO people think of when mortgage comes to mind? 


  • What it takes to get into the inner sanctum of top dog Realtors

    How can we pick a more lucrative Realtor partner?

5 Reasons Why Relying on REFIs is BUSINESS SUICIDE (and What To Do Instead)

Refis are a great add-on to our revenue streams, but thanks to the low rates we've seen over the past few years, too many LOs have based their entire business on just one activity.


What are mortgage pros risking by putting all their focus on a refi? Could a refi-based business be harming MORE than our professional lives? If relying on refi is such a bad idea, where should we be channeling our energies? 


In this episode, I'm diving into the top 5 ways refi holds us back from bigger, more consistent results in our businesses and beyond.


"Set up your business so you have a military freight ship that allows you to weather ANY storm, at ANY time, in ANY economy." -Doren Aldana




  • How to quit pinning all our hopes on 'good weather'

    Refis are great when rates are low, but is it wise to hope for smooth sailing? How can we build a BARGE to withstand any storm, instead? 


  • What makes Refis less FUN

    Sure, refis can make us money and save our clients a buck, but are they life-changing? Which aspect of the business can help us make a real impact


  • How Refis hold us back from a recession-proof business

    How can we grow consistently in any market- and is it possible to keep having fun while doing it?

How James Petrick TRIPLED His Purchase Volume in Just 2 Months (Without Cold Calling)!

As any LO will know, breaking into the business isn’t easy, and many of us have ended up in survival prison at some point along the way. The question is, how do we bust out of that and shift into freedom for GOOD?


How can we create a more stable income for ourselves, so we never have to wonder where our next deal is coming from again? How can we invest in ourselves to the point where we show up as champions every single day?


In this episode, Accutrust Mortgage Broker, James Petrick shares how he went from survival to “thrival” in only 2 months. 

"Unprecedented results don't happen by accident, they happen by design." -Doren Aldana





  • How to partner with our market’s top Realtors

    The sad truth is, most Realtors already have their dream team of lenders. How can we break into the inner circles of our markets’ elite players and get a piece of the pie?  


  • How to overcome our fears of making bold investments in ourselves

    How can we quit thinking in terms of what we’ll lose by pouring into ourselves with coaching, and start thinking about everything we have to GAIN?


  • How to shift our focus to the activities that matter most

    How can we stop getting sucked into low-income-producing activities, and where should we be putting our efforts instead?




James Petrick is a loan officer at Accutrust Mortgage, passionate about what he does. James enjoys nothing more than being of service to his clients and partners alike and lives by the idea that when you love what you do, you’ll never work a day in your life. 


To find out more, go to:

How Brett Clark Went From $0 to $3M+/Month in Volume in Just 3 Months, Without Making a Single Cold Call!

We tend to think it takes several years before we start making decent money in this business, which is why most newbies get chewed up and spat out before they ever get their business off the ground. However, that couldn’t be further from the truth!


How can we bypass the slow grind up the 20-story staircase and just press the "P" button on the elevator, so we can get straight to making PROSPERITY money right from the get go? What are the common barriers we’re most likely to deal with as a newbie, and how can we kick them down in advance?


In this episode, Main Street Home Loans Consultant, Brett Clark shares how he went from not even knowing the mortgage industry EXISTED, to consistently producing $3M+ month in volume in just 3 months.

"Pay attention to your mindset. You can have all the tools but without wanting to reach your goals, you won't." -Brett Clark






  • How to make powerful connections with Top Realtors without calling

    When nobody knows who we are or how much experience we have, how can we get them to trust us with their clients? 


  • How to take control of our brands, right out of the gate

    Our companies are usually telling us to do the stuff that worked 20 years ago, but that stuff just doesn't work anymore! How can we take control of our careers and position ourselves on a trajectory of prosperity from day one? 


  • Why knowing our WHY is mission critical to our success

    It's not enough just to "want more money" - that is rarely enough to drive us to success. How can you find your PURPOSE that will propel to rise above the ground and accomplish the EXTRAORDINARY?


Guest Bio - 


Brett Clark is a home loans consultant at Main Street Home Loans. A US Army Veteran, Brett got into the mortgage industry after completing his MBA in early 2021- and despite not even knowing the industry existed until recently, his drive, passion, and perseverance have all culminated in his unbelievable success. Brett is passionate about serving his clients and partners at the highest level, so he can make a bigger impact on more people.


To find out more, visit:

5 Unique Value-Adds That Will WOW Your Realtors’ Socks Off, So They Need You More Than You Need Them!

Great rates and service aren’t a value proposition, they’re the bare minimum! How can we take our strategies a step further and offer our partners more than the average Joe? 


How can we zig while everyone else zags, so we can provide the kind of out-of-this-world service that gets Realtors hot for what we’ve got?


In this episode, I share 5 add-on services GUARANTEED to get agents lining up at our doors.

"Bring real unique value no one else is offering and help your partners take their value to the next level." -Doren Aldana



  • Why getting pre-approved buyers will always stand us in good stead

    Why sit around watching agents leave money on the table when we could speed up the process from the start?


  • How to find motivated sellers
    What wicked effective systems can help us seal the deal with motivated sellers in today’s market? 


  • How to set up more repeat and referral business for our partners
    What if we were able to help our partners get an extra deal or 2 EVERY month, just by having a more sophisticated marketing system?

5 Principles for Prosperity Every Mortgage Pro Needs to Know (That Hardly Anyone Teaches)

The path to prosperity isn’t a tough one to walk if we know which steps to take. The only problem is, most people don’t know what those steps are.


What does a foolproof journey to success look like, and what can we do to emulate it, starting TODAY? Is it possible to fast-track the process without putting in a ton of extra time, energy, and effort?


I’m sharing the 5 best-kept secrets of success in this episode, GUARANTEED to take mortgage pros to the next level. 


"Don’t do the minutiae of the building of your business: be the architect." -Doren Aldana





  • Why it’s VITAL to celebrate prosperity in advance

    Can we really expect to live lives of abundance when all our energy is centered on lack and despair? 


  • How to get better at creating value in our absence

    How can we quit getting muddled up in minutiae and get on the path to sipping Mai Tais while making money? 


  • The truth about paying ourselves first

    Sure, it’s important to pay ourselves first financially, but how can we pour more into ourselves ENERGETICALLY?

5 Ways Mortgage Pros Make Success More Complicated and Difficult Than It Needs to Be (And How to Cut The Crap With Elegant Simplicity)

Success is an easy enough concept on paper: it's the one thing we all want. However, when it comes to making it a reality, it's not always clear-cut. What is it that makes mortgage pros so great at overcomplicating their approach? 


How can we simplify our strategies so we can make our dreams a reality without adding unnecessary steps to the mix? Could cutting out the complexity actually improve our results? 


In this episode, I share how elegant simplicity can get us working less, making more, and having a whole lot of fun along the way.


"Come back to the fundamentals that will get you to your income goals faster and easier." -Doren Aldana





  • Why buying leads is a bad idea
    Why waste a ton of time and money sifting through gravel, looking for diamonds? 


  • Why internet leads should only ever be an add-on
    Does putting all our focus on smaller prizes really sound like a good idea? 


  • How saving a buck trying to DIY comes at a price
    Getting it right ain't an easy code to crack, so why take the risk of getting it wrong and adding another hurdle to the mix? 
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