In this episode of the Loan Officer Team Training Podcast, I had the chance to interview filmmaker and content creator Jake Isham.

We discuss Jake's journey from acting to filmmaking and marketing, emphasizing the importance of content creation for entrepreneurs, particularly loan officers. Jake shares insights on overcoming self-consciousness in front of the camera, the differences between content types like reels and stories, and the power of storytelling in engaging audiences.

He also highlights the compounding interest of consistent content creation and the value of working with a videographer to enhance video quality and delivery.

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Follow Jake:

Instagram: @jakecapturedthis

Website: https://www.jakeisham.com/

Listen to this Episode: https://loan-officer-team-train.captivate.fm/listen

Connect with me:

My Instagram: @itsireneduford

My LinkedIn: Irene Duford

My Email: ireneandkevin@loanteamtraining.com

Get Loan Team Training for YOUR team: go.loanteamtraining.com

In this episode of the Loan Officer Team Training Podcast, guest Ginger Bell and I discuss the upcoming NAMB National Association of Mortgage Brokers.

We explore the exciting events, key sessions, and speakers that attendees can look forward to, as well as the importance of in-person networking.

Ginger shares her role as the Growth Officer and the initiatives of the NAMB Hive, a platform for mortgage professionals to connect and access resources.

Ginger also shares some resources for the use of AI tools to enhance the conference experience and the value of implementing AI.

We encourage Loan Officers and Mortgage Professionals to attend NAMB National, October 17-October 19, 2025, at Caesar's Palace in Las Vegas.

Free Registration: https://namb.org/national/

Follow Ginger:

Instagram: @GingerBell

Facebook: https://www.facebook.com/ginger.bell

LinkedIn: https://www.linkedin.com/in/gingerbell/

Website: Go2Training.com

Listen to this Episode: https://loan-officer-team-train.captivate.fm/listen

Connect with me:

My Instagram: @itsireneduford

My LinkedIn: Irene Duford

My Email: ireneandkevin@loanteamtraining.com

Get Loan Team Training for YOUR team: go.loanteamtraining.com

In this episode of the Loan Officer Team Training Podcast, I interview Jeremy Forcier, a top producer in the mortgage business. We discuss Jeremy's journey, key habits that contribute to his success, and the importance of self-awareness, belief, and humility. Jeremy shares insights on facing fear and rejection, the significance of tracking performance, and his plans to launch a coaching program focused on building a supportive community. The conversation emphasizes the need for balance in life and the impact of serving others in the business.

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Follow Jeremy Forcier:

Instagram: @jeremyforcier

Website: https://meetjeremy.info/

Connect with me:

Listen to this Episode: https://loan-officer-team-train.captivate.fm/listen

My Instagram: @itsireneduford

My LinkedIn: Irene Duford

My Email: ireneandkevin@loanteamtraining.com

Get Loan Team Training for YOUR team: loanteamtraining.com

In this episode of Loan Officer Team Training, I chat with Liz Reese, a talented loan officer and content creator, about her inspiring journey with personal branding and social media. Liz opens up about the strategies she uses to engage with clients, build strong relationships, and why being vulnerable can be such a powerful part of your brand.

We talk about the mindset it takes to succeed in this business and how sharing your personal stories can help you truly connect with your audience. Liz reminds us that success is a marathon, not a sprint, and encourages everyone to show up authentically and be genuinely social online. It’s an uplifting, practical conversation that will make you excited to put yourself out there in a real and meaningful way.

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Follow Liz Reese:

Instagram: @loanladyliz

Website: https://linktr.ee/lizreese

Connect with me:

Listen to this Episode: https://loan-officer-team-train.captivate.fm/listen

My Instagram: @itsireneduford

My LinkedIn: Irene Duford

My Email: ireneandkevin@loanteamtraining.com

Chapters

00:00 Introduction to Personal Branding

06:29 Maximizing Efficiency in Content Creation

11:57 Teaching and Empowering Others

17:55 Standing Out in a Saturated Market

23:53 Engaging with Your Audience

34:37 Content Creation Strategies

40:27 Mindset and Self-Talk

46:11 Vulnerability in Branding

47:32 Building Connections and Community in the Loan Industry

48:28 Introduction and Appreciation

In this episode, I sit down with Christy Pessemier to talk all things copywriting, marketing, and how the landscape is changing—especially with the rise of AI. Christy brings so much wisdom to the table as we dive into why authenticity in your messaging matters now more than ever. We also chat about the StoryBrand framework and how it helps you clearly identify and speak to the problems your clients are really facing.

Christy shares her journey into the world of copywriting and why creating a great client experience is at the heart of everything she does. She offers some fantastic advice for Loan Officers who want to grow their business without losing that human connection. We also touch on the power of gratitude, the role of positive self-talk, and how both can shape your mindset and success. It’s a thoughtful, practical, and encouraging conversation—I think you’ll really enjoy it!

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Follow Christy Pessemier:

Instagram: @christypessemier

Website: ChristyPessemier.com

Connect with me:

Listen to this Episode: https://loan-officer-team-train.captivate.fm/listen

My Instagram: @itsireneduford

My LinkedIn: Irene Duford

My Email: ireneandkevin@loanteamtraining.com

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CHAPTERS

00:00 Introduction and Background

01:57 The Role of Copywriting in Marketing

04:40 The Importance of Authenticity in Messaging

09:56 Utilizing AI in Copywriting

12:29 Understanding the StoryBrand Framework

17:36 Identifying Client Problems

24:02 The Value of One-on-One Coaching

28:36 The Importance of Sharing Your Expertise

31:15 Christy's Journey into Copywriting

33:41 Unreasonable Hospitality and Client Retention

38:07 Building Healthy Routines for Success

43:09 Mindset and the Power of Gratitude

48:57 Encouragement for Loan Officers

This episode hit different.

I sat down with Chris Medellin, and what started as a conversation about branding and business quickly turned into something much deeper. We talked about what it really takes to break through in your life… not just in your career, but in the way you think, move, and show up every day.

Chris opened up about the habits that used to hold him back, and the moment he decided to make a real change, from hitting rock bottom to building a brand that’s now leading in the mortgage space. We got into everything from fitness and mindset to sobriety and purpose.

This isn’t just about being more productive. It’s about building a life you’re actually proud of.

If you’ve ever felt like you were meant for more, or you're in a season where you know something needs to shift, this conversation is for you.

Some things we unpack in this episode:

The power of routine and physical discipline

Why timing your creativity actually matters

The real reason Chris gave up alcohol, and what changed after

How to build a personal brand that reflects who you really are

What most people get wrong when chasing success.

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Follow Chris Medellin:

Instagram: @thechrismedellin

Website: chrismedellinofficial.com

Connect with me:

Listen to this Episode: https://loan-officer-team-train.captivate.fm/listen

My Instagram: @itsireneduford

My LinkedIn: Irene Duford

My Email: ireneandkevin@loanteamtraining.com

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CHAPTERS

00:00 - Intro

00:30 - Why This Conversation Matters

06:37 - Chris’s Story: From Struggles to Leadership

14:36 - Routines That Built Momentum

17:25 - Discipline Through Fitness

20:25 - When Creativity Peaks

23:35 - Branding That Feels Real

31:30 - Chris’s Sobriety Journey

32:35 - The Influence of Family

35:24 - Choosing to Get Sober

42:50 - What Happens After You Quit

44:27 - The Real Life Transformation

45:48 - Final Thoughts

In this episode, I had the pleasure of talking with Garrett Gunderson, and what a fun and eye-opening conversation it was! Garrett shares his journey from cleaning cars as a young entrepreneur to becoming a well-known financial educator and author. We dive into how our mindset around money can really shape our lives—and how shifting that mindset can lead to more freedom and peace.

Garrett also shares some practical steps for managing finances, why it’s so important to teach kids about money early on, and how he uses humor to make financial education more approachable. We talk about the fear and scarcity mindset so many of us deal with, and how having the right support and community can help you break through it. Garrett’s all about helping people heal their relationship with money, and I think you’ll take away some powerful insights from this one!

Episode Resources:

Garrett's questions to ask yourself:

What am I trying to protect, defend, or control?

What's the emotions I feel behind this?

Do I need to accept or what do I need to forgive?

What can I love about this? What can I learn from this?

Connect with Garrett: https://garrettgunderson.com/

Get Loan Team Training for YOUR Team: loanteamtraining.com

Watch my podcast on YouTube: https://youtu.be/NThE1s1GFWM

Follow me on Instagram (https://www.instagram.com/itsireneduford/)

Follow me on LinkedIn (https://www.linkedin.com/in/ireneduford/)

Follow us on Facebook: (https://www.facebook.com/LoanTeamTraining)

Email: ireneandkevin@loanteamtraining.com

Episode Highlights:

00:00 Introduction to Garrett Gunderson

03:18 Garrett's Journey with Money

08:32 Transforming Mindsets Around Money

12:36 Practical Money Management Strategies

17:39 Healing Money Stories and Legacy Conversations

19:17 Embracing Mistakes as Lessons

20:33 Mindset and Self-Talk Strategies

24:55 Valuing Relationships and Setting Boundaries

27:56 Teaching Financial Literacy to Children

30:43 The Intersection of Comedy and Financial Education

32:12 Navigating Fear and Seeking Support

34:16 Finding Motivation in Tough Times

37:02 Identifying Personal Superpowers

38:25 Coaching and Financial Empowerment

In this episode, I had a great conversation with Sam May, a seasoned Loan Officer from All Western Mortgage. Sam and I talk about something that doesn’t always get enough attention in our industry—vulnerability—and how being real and open can actually strengthen business relationships and team culture. He shares his journey through the ups and downs of the mortgage world and the lessons he’s learned along the way, especially when it comes to hiring the right people and creating a strong, supportive team.

We also dive into how important it is to truly understand your clients and create an experience that makes them feel seen and supported. Sam talks about the software he developed, called HOMPWR, and how it’s helping to improve the mortgage process in a really smart and innovative way.

We touch on the role AI could play in the future of the industry, the struggle so many of us face with perfectionism, and why community and collaboration matter more than ever. It’s a conversation full of insight and heart—I think you’re really going to enjoy it!

Episode Resources:

Connect with Sam: https://www.instagram.com/loanguysd/

Learn More about HOMPWR: https://www.hompwr.com

Get Loan Team Training for YOUR Team: loanteamtraining.com

Watch my podcast on YouTube: https://youtu.be/Ha94ZZq-Sp0

Follow me on Instagram (https://www.instagram.com/itsireneduford/)

Follow me on LinkedIn (https://www.linkedin.com/in/ireneduford/)

Follow us on Facebook: (https://www.facebook.com/LoanTeamTraining)

Email: ireneandkevin@loanteamtraining.com

Episode Highlights:

00:00 Introduction and Connection

02:16 Journey into the Mortgage Business

03:40 Building a Strong Team Culture

06:43 Hiring for Success

10:25 The Importance of Tough Conversations

11:48 Setting Expectations with Clients

14:14 The Role of Video in Client Engagement

20:07 Creating a Better Client Experience

21:54 Innovating with Technology in Mortgages

31:52 Embracing Video Communication

34:08 The Evolution of HOMPWR

36:02 AI's Role in the Mortgage Industry

37:59 The Journey of Building a Course

39:50 Overcoming Perfectionism

42:45 The Fear of Releasing Work

45:19 The Importance of Team Dynamics

48:19 Relationship vs. Transactional Business

51:19 The Power of Community and Collaboration

54:24 Work Ethic and Helping Others