Episodes

For our 150th episode, we’re going back to the roots—and looking ahead. Brian sits down with Rick Hill, President of MISMO, and Amy Moses, who leads business development and engagement at MISMO, for a crash course every loan officer should hear. What is MISMO, really? Why does it matter to the work you do every day? And how is it quietly shaping the future of our industry—from faster closings to smarter AI? You’ll hear about: The true meaning behind “industry data standards” (and why they matter...

Teaching vs. Chasing: How Loan Officers Can Win the Realtor Game with Geoff Zimpfer What happens when a former Tony Robbins coach who now teaches thousands of loan officers how to grow with intent joins Loan Officer Life? You get a conversation packed with gold. In this episode, I sat down with Geoff Zimpfer, host of Mortgage Marketing Radio and one of the most respected voices in the mortgage space when it comes to scaling agent relationships through education—not desperation. Here’s what stood...

Loan Officer Life – Hustle, Heart, and Homeownership Episode: Meet Natalie Overturf – Culture, Content & Competing with the Bigs In this high-energy, real-talk episode, Brian Vieaux sits down for the first-ever face-to-face conversation with mortgage industry leader Natalie Overturf , EVP at CMG Home Loans. What starts as a virtual handshake turns into a powerhouse discussion on: ✅ Building a sustainable mortgage career in a tough market ✅ The power of personal branding on LinkedIn for Loan Offi...

Show Notes:Guest: Jason Frazier – Mortgage Strategist, Creator of Growth Notes, Co-Author of The Green Zone ProjectTopics Covered: [00:00] Brian welcomes Jason Frazier with humor and gratitude [02:00] The origin story: how Jason influenced Brian to start podcasting [06:30] The evolution of “Growth Notes” and the idea behind daily growth content [11:00] Why Jason now says “growth” instead of “marketing” – and why it matters [14:30] Creating impact through daily voice notes and radical consistency...

It’s here — the FIRST sponsored episode of Loan Officer Life, and we’re bringing the fire with none other than Scott Hudspeth, founder of MLO Live and host of the electric RETR Morning Show. In just 90 days, Scott and I have gone from strangers to fast friends — texting, collaborating, and now, launching something truly game-changing for mortgage professionals. This episode is jam-packed with takeaways for any Loan Officer ready to grow, scale, connect, and show up consistently with the right to...

The Art of Showing Up: How Loan Officers Win with Education, Technology, and Consistency In this powerful live session, Brian Vieaux, President & COO of FinLocker, teams up with content coach and speaker Kyle Draper to deliver an energizing and tactical webinar for loan officers who want to thrive—not just survive—in today's housing market. 🚀 Part 1: The KeySteps Demo + Buyer Vision Report Brian kicks things off by showcasing the latest innovations inside the KeySteps app, including a real-time ...

Why Engaging Borrowers at the "Point of Thought" Changes Everything | Loan Officer Life ft. Bruce Gehrke, J.D. Power In this powerful episode of Loan Officer Life: Hustle, Heart & Homeownership, host Brian Vieaux sits down with Bruce Gehrke, Senior Director of Financial Services Intelligence at J.D. Power, to unpack groundbreaking insights from the 2024 Mortgage Origination Satisfaction Study—insights that every loan officer, branch manager, and mortgage executive must hear.Key Data Point: Borro...

In this episode of Loan Officer Life: Hustle, Heart & Homeownership , Brian Vieaux welcomes Jake Vermillion from Mortgage Champions for a candid, tactical, and energizing conversation about what separates top-performing loan officers from those simply surviving today’s tough market. As someone who works with lenders and loan officers across the country, Jake shares firsthand insights into what’s really driving results right now—and spoiler alert: it’s not interest rates or tech stacks. It’s mind...

The Power of Mortgage Advocacy (MAA Spotlight)Welcome to this powerful episode of Loan Officer Life: Hustle, Heart & Homeownership, where we’re diving head-first into one of the most important, yet under-discussed aspects of our industry: mortgage advocacy.Whether you’re a new loan officer or a seasoned originator, this conversation will redefine how you see your role—not just as a mortgage professional, but as a homeownership advisor and industry advocate. This episode is a rallying cry for act...

In this insightful and authentic episode, Brian Vieaux sits down with Devin Dubuc, National Sales Director at Premier Lending, for a conversation that bridges past experience with future-focused strategies.Devin opens up about his recent intentional journey into professional communities and masterminds, despite being a seasoned veteran in the industry. Together, they explore why human connection remains the most powerful strategy, even in an era dominated by AI and automation.Key themes from the...

Episode Summary: In this powerful episode of Loan Officer Life: Hustle, Heart & Homeownership, Brian sits down with social media prospecting coach @michellebermanmikel , founder of Berman Media Social. Michelle unpacks the true meaning of leverage on social media—not for vanity metrics, but to create real relationships that turn into real clients.From her background as a collegiate swimmer to CrossFit athlete, wife, mom, and entrepreneur, Michelle shares how discipline, storytelling, and authent...

Summary: In this episode, the conversation revolves around the journey of Carlos Scarpero, a loan officer who has successfully leveraged YouTube to connect with veterans seeking VA loans. Carlos shares insights on understanding the audience, creating relevant content, and using YouTube as a business development tool. He emphasizes the importance of answering specific questions from the audience and discusses his strategies for converting leads into clients. The episode also touches on the contin...

Keywords: NextGen Homebuyer Report, financial literacy, trust in lending, Gen Z homebuyers, mortgage industry insights, homeownership education, loan officer strategies, First Home IQ, housing finance, community engagement Summary: In this conversation, Kristen Messerli discusses the latest NextGen Homebuyer Report, highlighting key insights about the current state of homebuyer trust, financial literacy, and the differences between Gen Z and Millennials in their approach to homeownership. The di...

🎙 Episode Overview In this episode of FinTech Fridays, host Brian Vieaux sits down with Michael Vandi, Founder of Addy AI, to discuss how artificial intelligence is transforming the mortgage industry. Michael shares his journey from Freetown, Sierra Leone to Carnegie Mellon, his time at AWS & NASA, and how a side project led him to create an AI-powered loan processing platform. 💡 Key Topics Discussed: ✅ Michael’s background – From coding as a teen to working on NASA’s space informatics project ✅...

Summary In this episode of FinTech Fridays, Brian Vieaux speaks with Abdel Khawatmi about the intersection of technology and mortgage lending. They discuss the importance of client engagement, navigating market fluctuations, and the role of technology in enhancing the client experience. Abdel shares insights on his approach to communication, the tools he uses to streamline processes, and the significance of building long-term relationships with clients. The conversation highlights the evolving l...

Summary In this episode of FinTech Fridays, Brian Vieaux interviews Chris Merakian, who leads enterprise sales for Trust Engine. They discuss the evolution of Trust Engine from Mortgage Coach, the importance of data in enhancing the loan officer experience, and how personalized marketing strategies can create meaningful consumer engagement. Chris emphasizes the need for loan officers to have relevant conversations with clients, leveraging technology to simplify processes and improve customer exp...

Summary In this episode of FinTech Fridays, Brian Vieaux speaks with Lynn Goss about the Divorce Lending Association and the significant opportunities within the divorce lending market. They discuss the importance of education and certification for loan officers, the emotional complexities of working with clients going through divorce, and the need for compliance and professionalism in this niche. Lynn emphasizes the value of empathy and support in the loan process, as well as the strategies for...

Summary In this episode of FinTech Fridays, Brian Vieaux speaks with Larry Silver, a partner at Mortgage Career Exchange. They discuss Larry's extensive background in the mortgage industry, the evolution of the Mortgage Career Exchange, and the current mindset of the industry regarding recruitment and staffing. Larry emphasizes the importance of personal branding, especially on platforms like LinkedIn, and how the Mortgage Career Exchange aims to create a supportive environment for both job seek...

Summary In this episode of FinTech Fridays, Brian Vieaux speaks with Matt Jones from the Mortgage Bankers Association about the current state of housing finance, the impact of recent legislative changes, and the future of GSE reform. They discuss the challenges of housing affordability, the implications of Biden administration policies, and the importance of servicing liquidity for independent mortgage banks (IMBs). The conversation also touches on the role of the CFPB and the potential regulato...

Summary In this episode of FinTech Fridays, Brian Vieaux interviews YouTube influencer Larry Bailey, who shares insights into his journey of creating niche content focused on mortgage technology. They discuss the importance of understanding workflows before implementing technology, the recent changes to the Encompass SDK, and the evolving role of Encompass admins in the industry. Larry emphasizes the value of community and training in navigating these changes and offers practical advice for leve...