Art of Mortgage Marketing

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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? 

The Unfair Advantage System: How to Get Realtors Totally Addicted to You So They Send You All Their Buyers

Every prudent mortgage professional knows that we’re on the brink of a market shift. As the seller’s market shifts into a buyer’s market, you want to position yourself ahead of the storm.


You have to build a stable of top-producing VIP Realtor partners who see you as irreplaceable and indispensable. But how do we do this without begging, chasing, or cold calling? How can we breeze past the brush-offs, and escape being the last-resort LO who gets all the crappy deals?


In this episode, I share a new training that will help you attract top-producing Realtor partners, and why it’s the most powerful tool you can possess in today’s market.


"In this rising interest rate environment, you have to be proactive and preemptive. You don’t want to be wishing you had built your purchase business, you want to be glad you did." -Doren Aldana 






  • How to attract agents by solving current market pain points

    Realtors want pre-approved buyers and motivated sellers. How can we solve this problem using cutting-edge technology, and put ourselves head and shoulders above the competition? 


  • The most valuable thing we can provide to Realtors

    A solid marketing strategy is a mission-critical must but many agents don’t have it. How does the Unfair Advantage system provide a stack of awesome they can’t get anywhere else? 


  • How to put yourself in a power position with top-producing agents

    If you’re sick and tired of chasing Realtors, you have to attract them with an irresistible value proposition. How do we create the ultimate bait that puts us in the power position?

How Fear Holds Us Back From Fulfilling Our Full Potential (And How to Finally Put Fear Under Your Feet!)

Fear plays an important role in keeping us aware of risks, but when it informs our decisions so much that we're too afraid to move forward, something needs to change. 


What are the biggest fears felt by newbie LOs, seasoned mortgage pros and everyone in between, and how do we kick them to the curb, once and for all? 


How do we strike a balance between the damaging delusions of total fearlessness, and the devastating stagnation of pervasive paranoia? 


In this episode, I explain how fear is stopping us from making our dreams a reality, and what to do about it. 


"The more we focus on our fears, the more we tend to attract them, because what we feed, we fuel!" -Doren Aldana





  • How too much trepidation stops newbies from making their mark

    How can newly minted mortgage pros move past second guessing themselves so they can start making an impact in their markets?


  • Why veterans need to stop stressing the 'what ifs' and take action

    What can seasoned LOs do to stabilize their businesses, so the thought of 'what if' never even enters the equation? 


  • How to stop letting market concerns steal our shine

    How can we get over our market-related fears and serve our customers, instead of projecting our anxieties onto them?

5 Critical Things To Look For When Choosing a Mortgage Marketing Coaching Program

The internet is bursting at the seams with advertisements for mortgage marketing coaching, but as we know, not all programs are created equal. The problem is, sorting the good from the bad isn’t always easy.


Trying to figure out which coaching program to pick is overwhelming, and that’s before any of the hard work begins! How can we get better at discerning the magnificent from the mediocre? 


What do the most effective coaching programs have that others lack, and how can we pinpoint those features before wasting a ton of time and money on an ineffective product? 


In this episode, I share the checklist we should all consult before committing to a coaching program.

"Ask yourself if your coach’s life is worthy of emulation." -Doren Aldana



Three Things You'll Learn In This Episode


  • The elegance of simplicity

    Why sign up for anything needlessly complicated? Wouldn’t it be a lot more painless to go for the simple solution? 


  • Why quality beats quantity, every time

    Is it worth using a system that can only guarantee poor quality leads that take an insane amount of time and effort to convert?


  • Why we should look to programs that prioritize attracting over chasing

    Sure, cold calling worked 20 years ago, but how effective are caveman strategies in the age of technology?

5 Most Common Beliefs That Hold You Back From Reaching Your Full Potential (And How to Finally Break Free!)

Many mortgage pros fall short of making their dreams come true, but that doesn't mean they're not good at what they do. More often than not, failure is a symptom of the beliefs we tell ourselves.


We can have the best marketing strategies in the business, but without the mindset to match, we're going to be held in place, trapped on the proverbial hamster wheel. The problem is, many of us don't know which beliefs are holding us back.


What are we telling ourselves, day after day, that's keeping us from our full potential? How do we get to the root of our negative thoughts, to stop them from doing more damage?


In this episode, I'm sharing the most commonly held beliefs that hold LOs back from making their dreams a reality.


"Your subconscious mind is what governs your habits and ultimately your results,  be careful with what you tell yourself." -Doren Aldana



  • How to kick impostor syndrome to the curb, for good!

    How can we stop believing we’re not good enough, so we can step into the confidence and competence required to make our dreams a reality?

  • Why we need to quit telling ourselves success comes at a price

    How will we ever feel compelled to put in the hard yards when we’re constantly telling ourselves success is a burden?

  • Why doing it all on our own only hurts us

    What’s the likelihood of attracting top talent who allow us to step into the rainmaker position when we’re hung up on micromanaging every move?

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