2023 TOP 12 MORTGAGE COACH INTERVIEWS

By Dave Savage

As we wrap up 2023, one resource consistently stands out as a beacon of knowledge and insight for the industry—the Mortgage Coach YouTube Channel. With hundreds of thousands of views annually and 22,490 subscribers, the Mortgage Coach YouTube Channel is a leading source of FREE sales training for mortgage advisors and branch managers nationwide. 

Of all the interviews we do, there are always a few that resonate most with our lending audience, and we highlight them at the end of the year. This is our 8th year publishing the TOP VIDEOS based on the number of views for the year.

Here are a few of the Top Trends from 2023 and what you can expect in 2024:

1. Realtor Leadership 
2. Sales Strategies and Scripts Matter Most 
3. The Data-driven Advice Era

Many top interviews talked about strategies and scripts for winning with Realtors. That was a big trend in 2023—and I believe it will be just as valuable in 2024—so you can expect more interviews from us about how to win with Realtors. 

Scripts are also key to winning with both customers and Realtors and the most viewed video with Phil Jones focuses heavily on scripts, as does Script-A-Palooza 2023. You’ll also notice that Jeremy Forcier has been in the top 10 EVERY year, and Dan Keller has 4 videos in this years top 12 videos. I highly recommend it if you’re not following industry leaders like Jeremy, Dan, and others on social media such as LinkedIn and Facebook. 

Newcomers to the list include Phil Jones, Jim Deitch, and Daniel Sa. The fact that it was their first interview and they made the top 12 is a testament to their amazing ideas and leadership.

Here is the list of the top 12 most-viewed videos of 2023.

I would love to get your feedback on which ones were your favorite! Please use this as a resource in the coming year to help you continue to sharpen your and your team’s skillset and close more sales!

Exactly What To Say To Realtors and Your Clients RIGHT NOW with Phil M. Jones | 5,472 views

Unlock The Power of Cold Calling Realtors with Dan Keller | 5,066 views

The Simple Formula That Makes Loan Officers Millionaires with Steve Kyles | 4,936 views

How To Set More Realtor Meetings & Convert Meetings Into Profitable Relationships with Dan Keller | 3,994 views

Jeremy Forcier's 2023 Realtor Playbook | 3,148 views

How To Get New Realtor Partners with Brian McCauley | 3,107 views

SCRIPT-A-PALOOZA 2023 | 3,008 views

How to Get More Realtor Meetings and Realtor Referrals in this Market with Todd Duncan | 2,925 views

Moneyball Mortgage with Jim Deitch | 2,263 views

Jeremy Forcier's Top 6 Loan Now Strategies | 2,213 views

Landing New Relationships That Will Change Your Business with Shayla Gifford  | 1,933 views

How Daniel Sa Is Closing Over 300 Loans This Year | 1,816 views

Get ready for 2024 with these additional must-watch interviews for 2023!

• Sprinting To the Finish Line with Jeremy Forcier 
• How Sean Herrero Is Closing Over $70M This Year with a Focus on PURPOSE & PROFITS
• 5.875% Interest Rates By March 2024 with Dan Rawitch

One last word of advice. If you want to mirror the success of mortgage industry leaders, I highly encourage you to adopt their best practices:

• Top-producing managers are passionately dedicated to training, coaching, and role-playing with their teams.
• They focus on solutions, not problems.
• They overcome rate-shopping by delivering advice, not price.
• They manage relationships for life by monitoring their database with TrustEngine and checking in with past customers at least annually to ensure their mortgage is still working for them to achieve financial freedom.
• They ensure that Realtor partners understand the value they bring to the table to help them close more sales and be a sales conversion partner, not just a transaction partner.