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The Collective Podcast

The Collective Coachingthecollectivecoaching.com

 The Collective Coaching presents in-depth conversations with the nation's leading mortgage team leaders, executives, and branch managers, delivered to you every two weeks.  We also feature mastermind sessions with influential coaches, consultants, experts, and speakers. All so you can build the right team, systems, and technology to scale your team to a hundred million without losing your YOU. The Collective Coaching Podcast is a proud founding member of the REAL Disrupt Podcast Collaborative. 

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Episodes

Why Loan Officers are Losing Online

In episode 9 of season 3, Why Loan Officers are Losing Online, we break down the common mistakes holding LOs back in the digital space. From outdated marketing tactics to inconsistent content and missed opportunities on social media, this episode gets real about why some professionals are struggling to stand out—and what to do about it. You’ll walk away with a clearer picture of what works online today, and how to start building a personal brand that actually attracts business. Join The Collecti...

Jul 07, 202524 minSeason 3Ep. 9

A Lack of Organization

In episode 8 of season 3, A Lack of Organization, we tackle one of the biggest roadblocks to growth: poor time management. This conversation dives into how disorganization drains productivity, adds stress, and keeps you stuck in the weeds. You’ll learn practical strategies for protecting your calendar, setting boundaries, and taking control of your day—so you can focus on the high-impact work that actually moves the needle. If your schedule feels like it’s running you, this episode is your bluep...

Jun 30, 202522 minSeason 3Ep. 8

The Human Algorithm

In episode 7 of season 3, The Human Algorithm , we dive into the balance between data-driven decisions and the human element that drives real connections in business. We unpack how to blend systems, processes, and technology with emotional intelligence, empathy, and intuition to create stronger client experiences and more effective leadership. In a world full of automation, this episode reminds us that people are still the most important part of the equation. Join The Collective Foundations — ou...

Jun 23, 202520 minSeason 3Ep. 7

Ego

In episode 6 of season 3, Ego, we take an honest look at one of the biggest obstacles to leadership and growth: ourselves. This conversation unpacks how unchecked ego can limit your team’s potential, damage relationships, and stall progress — and how self-awareness, humility, and a growth mindset can unlock new levels of success. If you’re serious about leading well and building a sustainable business, this episode offers a candid guide to keeping ego in check. Join The Collective Foundations — ...

Jun 16, 202518 minSeason 3Ep. 6

Staffing with VAs

In this episode, we explore how virtual assistants can transform your business by streamlining operations, increasing efficiency, and freeing you up to focus on growth. We share practical tips on hiring, training, and integrating VAs into your team, along with common pitfalls to avoid. Whether you’re just considering your first VA or looking to scale your virtual team, this episode offers the insights you need to build smart and scale faster. Join The Collective Foundations — our membership desi...

Jun 09, 202515 minSeason 3Ep. 5

Outwork Opportunity Part 2

In this episode, we continue the deep dive into the discipline and drive behind high-level success. Building on part one, this conversation focuses on execution—how to turn mindset into momentum with systems, accountability, and consistent action. Our guest shares real-world strategies for staying focused, navigating setbacks, and pushing through when others quit. It’s a masterclass in doing the work that turns potential into performance. Join The Collective Foundations — our membership designed...

Jun 02, 202519 minSeason 3Ep. 4

Outwork Opportunity Part 1

In this episode, we kick off a powerful two-part series on grit, hustle, and the mindset it takes to win in today’s mortgage industry. This episode dives into the habits and behaviors that separate top producers from the rest—not just working hard, but working smart with purpose and persistence. If you’re ready to level up your effort and maximize every opportunity, this conversation sets the tone for what it takes to rise above the noise. Join The Collective Foundations — our membership designe...

May 26, 202516 minSeason 3Ep. 3

Brand Matters

We explore why your personal and professional brand is more than just a logo or color scheme—it’s the reputation, trust, and clarity you build every day. Our guest breaks down how strong branding can attract the right clients, retain top talent, and create consistency across every touchpoint in your business. If you’re looking to scale with intention and impact, this conversation will show you why brand truly matters. Join The Collective Foundations — our membership designed to help LOs, agents,...

May 19, 202516 minSeason 3Ep. 2

The Art of Engaging

In the season 3 premiere of The Collective Coaching Podcast, we dive into The Art of Engaging —a conversation focused on what it really takes to connect with your team, your clients, and your market in a meaningful way. From leadership communication strategies to creating a culture that inspires action, this episode lays the foundation for building stronger relationships that fuel growth. Whether you’re leading a small team or scaling to a hundred million, mastering engagement is the first step ...

May 12, 202516 minSeason 3Ep. 1

From Approval to Loyalty: The Sales Process Part 2

Get ready for a special episode of The Collective Podcast! This is part 2 of The Sales Process from Season 2, Episode 10, and it's packed with valuable insights. Jen Moretti, an experienced broker, joins the conversation to show you how to streamline your loan process and make it work flawlessly. From mastering clear communication to using automation for better client engagement, this episode is all about making your workflow smoother. We’ll also talk about building solid relationships with real...

Nov 11, 202442 minSeason 2Ep. 10

We Are Still Standing! What Can We Learn?

Shane and Kyle are joined by Shawn and Candido to take on what it really means to be a standout in a tough market. From building real partnerships to holding each other accountable through thick and thin, the conversation dives deep into how to stay steady and focused when the market gets bumpy. Get ready for real talk on lessons learned, big wins, and the small habits that keep you grounded. 00:00 - Navigating Challenges in a Changing Market 05:16 - Reflecting on Success During Market Boom 11:1...

Oct 28, 202438 minSeason 2Ep. 16

Clash of the Coaches

What does it really mean to show up with integrity in both business and life? Shane and Kyle break down how your approach to relationships, leadership, and personal commitment can make or break your long-term success. Hear how staying true to your word, embracing tough conversations, and focusing on consistency, authenticity, and honesty are the real keys to thriving—whether you’re building partnerships, motivating a team, or handling client challenges. 01:54 - The Importance of First Impression...

Oct 14, 202428 minSeason 2Ep. 15

Living and Leading with Integrity

Shane and Kyle have a real, unfiltered conversation about what integrity really means—beyond just being honest with others. They talk about how being true to yourself, even when no one’s watching, is just as crucial. With personal stories and real talk, you’ll be challenged to think about where you might be cutting corners and how to show up more authentically in every part of your life. Whether it’s in business, with your family, or in your personal commitments, this episode is a call to lead w...

Sep 30, 202424 minSeason 2Ep. 14

Innovation vs. Adoption

Shane and Kyle talk about the difference between true innovation and simply following trends. They explore how to stay focused on what really drives results, rather than getting lost in the noise of new ideas. If you've been holding onto a big idea or struggling to make it happen, this episode gives you the motivation to get started and make those ideas count. 00:00 - The Role of Innovation in the Mortgage Industry 07:22 - Defining Innovation and Avoiding Mere Adoption 09:41 - The Importance of ...

Sep 16, 202421 minSeason 2Ep. 13

Seasonal Balance in Business

Shane and Kyle tackle the challenge of balancing business and life, especially during those off-season times when things can get a little disjointed. They share real-world examples of how to maintain your rhythm, keep your brand visible, and stay productive, even when you're on vacation or dealing with life's unexpected turns. If you're looking to keep your momentum going, this episode is packed with valuable strategies. 03:20 - Navigating Seasonality in Life and Business 08:33 - Maintaining Bal...

Sep 02, 202424 minSeason 2Ep. 12

Lead Generation Through Education

In this episode, we're tearing apart the sales process that separates top producers from the rest. We're breaking down the exact steps from lead contact to pre-approval, focusing on speed, education, and transparency - giving you the blueprint to dominate your market and scale your business. 03:11 - Personal Journey and Realization 06:37 - Taking Action and Booking Classes 08:29 - Six Ways to Educate 17:23 - Choosing Topics to Educate On 22:09 - The Power of Lead Generation Through Education Tak...

Aug 19, 202423 minSeason 1Ep. 11

The Sales Process

In this episode, we're tearing apart the sales process that separates top producers from the rest. We're breaking down the exact steps from lead contact to pre-approval, focusing on speed, education, and transparency - giving you the blueprint to dominate your market and scale your business. 00:30 - The Sales Process: Lead Generation and Initial Contact 09:44 - Using Calendly to Streamline Scheduling 11:09 - The Intake Call and Pre-Qualification Process 13:01 - Sending Pre-Approval Letters and P...

Aug 05, 202421 minSeason 2Ep. 10

Trim, Transfer and Trash

Shane Kidwell and Kyle Draper unpack essential strategies for a mid-year sales reset in The Collective Podcast. They explore how to trim unnecessary tasks, transfer responsibilities efficiently, and trash what's holding your business back. If you’re stuck in the sales insanity loop and ready to make meaningful progress, this episode is a must! 04:48 - The Trim, Transfer, and Trash Framework 09:34 - Trim: Identifying and Improving Key Business Tasks 11:01 - Transfer: Delegating and Automating to ...

Jul 29, 202425 minSeason 2Ep. 9

AI: Your New Best Friend

In this episode of The Collective Podcast, Shane and Kyle dive into practical strategies for implementing new business ideas, with a focus on leveraging AI tools. They discuss their experiences with Perplexity AI, stress the importance of daily practice, and challenge listeners to take decisive action in integrating AI into their workflows to stay ahead of the competition. 01:00 - Starting Something New and Executing on Creativity 03:49 - Laying Out the Idea and Seeking Feedback 07:18 - Refining...

Jul 15, 202422 minSeason 2Ep. 8

The Ultimate Event Playbook

In this episode of The Collective Podcast, Shane teams up with special guest Jeramy Poole. Jeramy’s journey from mortgage lending to founding Poole Media is nothing short of inspiring. They dive into how he’s mastered the art of high-end real estate events and killer video marketing. If you’re looking to learn how to turn your job into a thriving career and make a real impact, this episode is for you. 03:00 - Falling into Event Hosting 07:45 - Creating Successful Events 09:40 - The Power of Rela...

Jul 15, 202435 minSeason 2Ep. 7

Dominating the New Construction Market

In this episode of The Collective Podcast, Shane and Kyle are joined by special guest Michael Nasserfar, VP of the Texas Builder Division at Movement Mortgage. With over 22 years in the mortgage industry, Michael shares his journey into new construction lending and how he's thriving while others struggle. Tune in to hear Michael's insights on the importance of genuine passion, understanding builder needs, and the power of simple, consistent efforts in niche markets. 01:00 – Michael Nasserfar’s I...

Jul 01, 202424 minSeason 2Ep. 6

Identifying Your Niche

In this episode of The Collective Podcast, Shane and Kyle are breaking down the power of niche marketing and how it can skyrocket your business. They're sharing real stories of how niching down leads to massive success and dropping practical tips on identifying your niche by focusing on the problem, the person, and the place. Plus, they're diving into the perks of partnering with complementary trade groups and using social media to attract niche clients! 03:25 - Niche or Niche Marketing? 04:51 -...

Jun 11, 202429 minSeason 2Ep. 5

VA Home Loans: Myths and Truths

In this episode of The Collective Podcast, host Kyle Draper welcomes Jason Stier, a top VA loan originator and educator from Envoy Mortgage. They tackle why realtors and lenders see VA home loans so differently and why it's crucial to spread the word about this awesome benefit for veterans. Tune in for some eye-opening insights and real talk on how to better serve those who’ve served our country! 00:00 - Dispelling Misconceptions: The VA Home Loan Debate 06:21 - The Role of Industry Professional...

Jun 04, 202418 minSeason 2Ep. 4

Empower Your Business with Virtual Assistants

In this episode of The Collective Podcast, hosts Shane and Kyle, joined by special guest Justin Brough, an originator and key figure at Cyberbacker, discuss the practical applications and benefits of utilizing virtual assistants in business operations. They share their personal experiences, insights, and tips for effectively leveraging VAs to enhance productivity and business operations. 03:27 - Viewing VAs as Remote Staff 08:06 - Scalability and the Evolution of Entrepreneurship 09:01 - The Min...

May 20, 202425 minSeason 2Ep. 3

Attracting the Right Audience

In this episode of The Collective Podcast, Shane and Kyle, along with special guest Dan Smokoska, explore effective LinkedIn strategies for content creation and engagement. Dan shares his unique point system for meaningful online interactions and the importance of a well-crafted LinkedIn profile. 03:25 - The Power of Engaging on LinkedIn 06:47 - Intentional Design: Building an Audience 10:09 - Providing Value and Building Trust 13:58 - LinkedIn: Industry Conversations and Referrals 23:13 - Optim...

May 17, 202430 minSeason 2Ep. 2

The Pilot Episode

In this first episode of The Collective Podcast, Shane, Sean, and Kyle get real about why it’s key to be yourself everywhere—yes, even on social media. They talk about using social platforms not just to share, but to build genuine business connections. Listen in as they share personal experiences and give some straightforward advice on keeping it real online and offline. 00:01 - Introduction and Authenticity 06:42 - Different Perspectives on Social Media 13:57 - The Benefits of Leveraging Social...

May 14, 202431 minSeason 2Ep. 1

Tech Tactics for Scaling Your Marketing

In this episode of the Next Level Podcast, Shane, Sean and Kyle dive into the exhilarating world of sales and marketing with special guest Darin Rhodes. Discover how the right strategies, paired with effective technology use, can transform your approach to CRM and lead generation! 04:23- The Need for Execution and Strategy in Marketing 10:42 - Applying the Marketing Formula to Loan Officers 21:45 - The Power of Making Offers to Solve Problems 27:29 - Using Technology to Scale Offers to the Right...

Apr 23, 202434 minSeason 1Ep. 257

The Prompting Framework

In this episode, Kyle Draper along with Jonathan Mast talks about how AI can make work and life easier, especially if you find focusing hard. Jonathan gives simple tips on using AI to get things done faster and better. Tune in to learn how you can use AI to help with your projects and become a go-to expert in what you do! 00:00 - Introduction and Importance of Community 07:41 - The Prompting Framework for AI 14:56 - Incorporating Personality Types into AI Prompts Takeaways: AI is not just a tech...

Apr 09, 202425 minSeason 1Ep. 256

Balancing Vacations and Vocations

In this episode, Shane Kidwell and Sean Zalmanoff tackle the crucial topic of taking well-deserved breaks and establishing firm boundaries in the demanding arena of commission-based work. They deliver powerful insights on how to seamlessly disconnect, ensuring your team has everything under control, so you can recharge without a hitch. 03:16 - Different Types of Trips and Setting Up for Vacation 06:10 - Different Approach for Work Trips 09:58 - Setting Up Team and Communication 10:26 - Accepting...

Mar 26, 202421 minSeason 1Ep. 255

Mastering Two-Step Posts and Authentic Content Creation

In this episode, Kyle Draper introduces Luke Shankula, the CEO and founder of Loans on Demand. They discuss Luke's marketing tactics, specifically his use of two-step posts to generate engagement and leads. Luke explains the strategy behind these posts and how they can be effective in gaming the algorithm and starting conversations with potential clients. He also emphasizes the importance of being a person of value and creating content that resonates with your target audience. 01:01 - Annoying M...

Mar 19, 202428 minSeason 1Ep. 254
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