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Lead Management Masterminds

by Scott Payne

Lead Management Masterminds is a podcast that where you’ll learn about Lead Management best practices from the Top lead management and sales marketing executives in the industry. You'll hear about the optimization, strategy and techniques that have made each of our guests the best-of-the-best in the Lead Management domain.

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Episodes

  1. Dani Dunn, Senior Project and Account Manager with Shape Software

    We are thrilled to announce that Dani Dunn will be joining us on the Lead Management Masterminds podcast! Dani brings extensive experience as a Senior Project and Account Manager at Shape Software, our dynamic new partner that is spearheading the transformation of lead management systems. In this...

  2. Kyle Draper, Author of Rethink Everything You "Know" About Social Media - Episode 31 - LMM Podcast

    Get ready to be inspired by our next guest - our close personal friend, Kyle Draper! Kyle is a multi-talented individual who has made a name for himself in the real estate industry and beyond. As an author, speaker, and social media expert, Kyle has helped countless real estate agents and brokers...

  3. Luke Babich, Co-Founder & CEO Clever Real Estate - Episode 30 - Lead Management Masterminds Podcast

    We are honored to have Luke Babich, the CEO of Clever Real Estate, as our guest on this episode of the Lead Management Masterminds Podcast. With a deep understanding of the unique challenges faced by all the stakeholders involved with the home buying process, Luke has developed innovative...

  4. Dave Savage, Founder & CIO of Mortgage Coach - Episode 29 - Lead Management Masterminds Podcast

    Founder and Chief Innovation officer of Mortgage Coach, Dave Savage, graces the pod with his presence today! Dave is a long tenured industry veteran who started his platform Mortgage Coach 30 years ago. Through Mortgage Coach, Dave has helped elevate loan officers to a higher level over the last...

  5. Tracy Laney, Sales Director at Active Prospect - Episode 28 - Lead Management Masterminds Podcast

    A warm welcome to Tracy Laney as she joins Scott on episode 28 of the Lead Management Masterminds podcast! Tracy is the National Sales Director of Financial Services at ActiveProspect and brings listeners of this episode on a deep dive of their product offerings concerning LeadConduit, Trusted...

  6. Katherine Campbell, CDO of Assurance Financial - Episode 27 - Lead Management Masterminds Podcast

    Long awaited guest of the podcast, Katherine Campbell, Chief Digital Officer of Assurance Financial, joins us on Lead Management Masterminds to talk shop and inform listeners on the true power and path of digital marketing and technology in mortgage. Katherine has a remarkable resume, beginning…

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  7. Joey Liner, Founder of Liner Connections - Episode 26 - Lead Management Masterminds Podcast

    Industry legend and founder of Liner Connections, Joey Liner, joins us today on the Lead Management Masterminds Podcast to talk all things old, new, and in the future! Joey shares his story as someone who initially cut his teeth in the tech industry after the dot-com market crash, through a…

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  8. David Tal, CEO of Verse - Episode 25 - Lead Management Masterminds Podcast

    David Tal, CEO of Verse, joins the Lead Management Masterminds Podcast to provide his prospective on the Lead Management landscape. David shares with us his history as a Real Estate Broker and how his experience managing agents led to starting Agentology (now Verse) with his brother, Avi, to help...

  9. Part 2 - Ben Schor, Principal Consultant & Solutions Engineer at SDP Solutions - Episode 20

    This is now the 20th episode of the Podcast and this one will be a little different this time. In this episode, I sit down with Ben Schor, SDP Solutions newest Principal Consultant and Solutions Engineer, as we conduct a live broadcast on LinkedIn and YouTube on September 9th, 2021. In this...

  10. Part 1 - Ben Schor, Principal Consultant & Solutions Engineer at SDP Solutions - Episode 19

    Ben Schor, the newest member of the SDP Solutions team, and I discuss our favorite Velocify Lead Management strategies and tackle some of the hottest topics that we've come across when working with our clients. Listen in to this episode as we uncover some of our most creative work-arounds that…

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  11. Jimi Ryan, Loan Officer on Team Get It Done at Fairway Mortgage - Episode 18

    Jimi Ryan, Loan Officer on Team Get It Done at Fairway Mortgage, joins the 18th episode to provide his insights and best practices in the Lead Management domain. As more and more Consumer Direct mortgage lenders have started to make a shift into the Purchase world, Jimi offers his advice and...

  12. Ed Powell - Regional Manager at Angel Oak Home Loans - Episode 17 - Lead Management Masterminds

    Ed Powell, Regional Manager for Consumer Direct Sales at Angel Oak Home Loans and Mortgage Industry Legend, joins the show for his 2nd episode to offer his lead management insights from an over 30 year mortgage career. Ed offers his advice to leaders who have not yet been through a rising rate...

  13. Hector Galicia, Director, PSO at ICE Mortgage Technology - Episode 16 - Lead Management Masterminds

    Good friend and colleague, Hector Galicia, PSO Director at ICE Mortgage Technology, joins the show to provide his expertise in Velocify lead management best practices. Hector and I look back on 2020 and what evolving strategies we believe will have an impact on 2021 and beyond. We also take a…

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  14. Jim Deitch, CEO of Teraverde Management Advisors - Episode 15 - Lead Management Masterminds Podcast

    Jim Deitch, CEO and Co-Founder at Teraverde Management Advisors, kicks off Season 2 to provide his insights into the mortgage lead management world. Jim and I reflect on the lessons learned from 2020 and how an "It Comes To You" economy has affected the mortgage industry. We also get our crystal...

  15. Dale Vermillion, CEO of Vermillion Consulting - Episode 14 - Lead Management Masterminds Podcast

    Right out of high school, Dale Vermillion wanted to be a professional athlete. He earned the opportunity to play semi-pro baseball for a year, but like most young athletes, struggled with that pesky curveball. So instead, he sought out to find a job and ended up starting his career as a...

  16. Aru Anavekar, CEO of Botsplash - Episode 13 - Lead Management Masterminds Podcast

    Aru Anavekar, CEO and co-founder of Botsplash, joins the show to provide her insights into communication best practices. We go in depth on how her company improves interactions with consumers by providing a single platform that incorporates text, call, web-chats, and video so that consumers can...

  17. Alex Kutsishin, CEO of Sales Boomerang - Episode 12 - Lead Management Masterminds Podcast

    Alex Kutsishin, CEO and Co-Founder at Sales Boomerang, joins the show to provide his insights into the mortgage lead management world. Alex talks about his journey into the mortgage world and how his perspective customer retention rates helped lead to the creation of the Sales Boomerang platform....

  18. Alec Hanson, SVP at LoanDepot - Episode 11 - Lead Management Masterminds Podcast

    Alec Hanson, SVP at LoanDepot, joins the show to provide his insights into the mortgage lead management world and how lead management doesn't have to be "boring". Alec talks about how important it is to stay connected with past customers on social media and how using video is an incredible...

  19. Arvell Craig, CEO of Chatbot Funnels - Episode 10 - Lead Management Masterminds Podcast

    Arvell Craig, CEO and Founder of Chatbot Funnels, joins the show to provide his insights into chatbots and how this technology has been evolving over the past couple of years. Arvell talks about how a chatbot should be optimized to ensure that your customers have a best-in-class experience using...

  20. Randy Bourgeois, Sales Director at ActiveProspect - Episode 9 - Lead Management Masterminds Podcast

    Randy Bourgeois, Sales Director at ActiveProspect, joins the show to discuss the ActiveProspect platform and how their tools help optimize lead management strategies. Randy shares some real-life TCPA stories and what you should be considering when making outbound calls to clients. Randy also...

  21. Karis Koehn, VP of Sales at Volly - Episode 8 - Lead Management Masterminds Podcast

    Marketing Automation expert, Karis Koehn, joins the show for a quick episode recorded live at the Lead Generation World Conference in Denver, CO. Karis is currently Vice President of Sales at Volly and is currently a Board Member at LeadsCouncil. In this episode, Karis catches us up on the Volly...

  22. Joey Liner, CRO at Digital Media Solutions - Episode 7 - Lead Management Masterminds Podcast

    Performance Marketing Legend, Joey Liner, joins the show for a quick interview at the Lead Generation World Conference in Denver. The 2017 LeadsCouncil Executive of the Year is the Chief Revenue Officer at Digital Media Solutions and currently the President Emeritus at LeadsCouncil. Joey has over...

  23. Michael Ferree, CEO of Lead Generation World - Episode 6 - Lead Management Masterminds Podcast

    Michael Ferree, CEO and Founder of Lead Generation World, joins the show from the Lead Generation World conference in Denver, CO. In this episode we talk about how the conference got started and how Michael built the conference to be "for the people, by the people". We discuss some of the…

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  24. Ed Powell, Angel Oak Home Loans - Episode 5 - Lead Management Masterminds Podcast

    Ed Powell, Regional Manager for Consumer Direct Sales at Angel Oak Home Loans, joins the show live from the Lead Generation World Conference in Denver, CO to offer his insights into Lead Management. Ed is a Lead Generation and Consumer Direct Mortgage legend and has been in the mortgage industry...

  25. Michael Peronto, Cardinal Financial Company - Episode 4 - Lead Management Masterminds Podcast

    Michael Peronto, Director of Lead Marketing at Cardinal Financial Company, joins the show to discuss his Lead Management best practices and offers his insights into integrating a Dialer and Chat into your technology stack. Michael talks about his history in the Lead Management space including a...

  26. Ethan Ewing, CEO at ProPair - Episode 3 - Lead Management Masterminds Podcast

    Ethan Ewing, CEO of ProPair, joins the show to discuss best practices around Lead Distribution. ProPair specializes in matching the right salesperson with the right consumer to achieve the highest probability of success and the best customer (and employee) experiences possible. ProPair's platform...

  27. Mike Eshelman, Director at Jornaya - Episode 2 - Lead Management Masterminds Podcast

    Mike Eshelman, Director of Consumer Finance at Jornaya, joins the show to give his insights on the Lead Management domain. Mike has worn many hats during his career in the Mortgage industry spending time as a lender, lead provider, and now customer journey expert. In this episode, we talk about…

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  28. Jeff Solomon, Co-Founder of Velocify - Episode 1 - Lead Management Masterminds Podcast

    As Velocify approaches their 15th anniversary, Co-Founder Jeff Solomon, joins the first podcast to talk about the beginning days of Velocify and how the system has evolved to where it's at today. Jeff discusses Velocify's first clients using the system who previously used fax machines and email…

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ABOUT THIS SHOW

Lead Management Masterminds is a podcast that where you’ll learn about Lead Management best practices from the Top lead management and sales marketing executives in the industry. You'll hear about the optimization, strategy and techniques that have made each of our guests the best-of-the-best in the Lead Management domain.

HOSTED BY

Scott Payne

Produced by SDP Solutions

CATEGORIES

Frequently Asked Questions

How many episodes does Lead Management Masterminds have?

Lead Management Masterminds currently has 28 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

What is Lead Management Masterminds about?

Lead Management Masterminds is a podcast that where you’ll learn about Lead Management best practices from the Top lead management and sales marketing executives in the industry. You'll hear about the optimization, strategy and techniques that have made each of our guests the best-of-the-best in...

How often does Lead Management Masterminds release new episodes?

Lead Management Masterminds has 28 episodes. Check the episode list to see recent publication dates and frequency.

Where can I listen to Lead Management Masterminds?

You can listen to Lead Management Masterminds on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.

Who hosts Lead Management Masterminds?

Lead Management Masterminds is created and hosted by Scott Payne.
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