In this episode of Local Leverage, hosted by Mark Hockridge, we sit down with Jeremy Sergent, an Independent Mortgage Broker and Founder of Team Excel. Jeremy transitioned from a background in branding and tech to mortgage lending - where he now uses AI tools to automate outreach, personalize content, and generate leads at scale.

Jeremy shares insights on:

✅ Building custom automations using Go High Level
✅ Leveraging PropertyRadar for hyper-targeted lead generation
✅ Creating authentic, branded content with PressMaster
✅ How AI is disrupting underwriting and loan processing
✅ Why loan officers must adapt now—or get left behind

If you're a loan officer, mortgage broker, or real estate pro, this episode is packed with practical, high-impact strategies you can use today!

🎧 Listen & Subscribe:
🎧 Apple: https://podcasts.apple.com/us/podcast/local-leverage/id1795083813
🎧 Spotify: https://open.spotify.com/show/69MV8neMEaenwPp2HmUTdb
🎧 Amazon: https://music.amazon.com/podcasts/95353ab5-ae11-488e-a6cc-1de91aadfee1/local-leverage

📺 Watch More Episodes:
🔗 Checkout More Podcasts: https://www.youtube.com/playlist?list=PLAcwlSorbjF_2y1a-zelJIuMvHJJdqDEa

📲 Follow Local Leverage:
🌐 Website https://www.propertyradar.com/learn/l...
📸 Instagram: / localleverage_ig
📘 Facebook: / localleveragepodcast

📲 Follow Mark Hockridge:
🔗 LinkedIn: https://www.linkedin.com/in/mark-hockridge/
🔗 Instagram:https://www.instagram.com/markhockridge/

📲 Follow Jeremy Sergent:
🔗 LinkedIn: https://www.linkedin.com/in/jeremysargeant/
🌐 Website: https://www.loansbyhumans.com/
📲 YouTube: https://www.youtube.com/@loansbyhumans
📸 Instagram: https://www.instagram.com/loansbyhumans/

📲 Follow Team Excel:
🌐 Website: https://teamexcelnow.com/
📘 Facebook: https://www.facebook.com/teamexcelnow
🔗 LinkedIn: https://www.linkedin.com/company/teamexcelnow/

#AIMortgage #LoanOfficerTools #MortgageAutomation #LeadGenerationTips #GoHighLevel #MortgageTech #PropertyRadar #RealEstateMarketing #LocalLeveragePodcast

In this episode of Local Leverage, hosted by Mark Hockridge, we sit down with Alec Hanson, the VP of Revenue Development & Growth at LoanDepot. Alec is a mortgage industry veteran who has worn nearly every hat - from top originator to chief marketing officer.

Alec transitioned from originating loans to leading revenue growth initiatives at one of the country’s largest mortgage lenders. In his current role, he’s focused on expanding strategic partnerships, enhancing digital engagement, and streamlining originator support with cutting-edge tools and training platforms.

In this episode Alec shares insights on:

✅ Building modern lead-to-close funnels for local teams
✅ The evolving role of CRM and digital nurture ecosystems
✅ Winning with agility, personalization, and originator enablement
✅ Key consumer behaviors shaping the mortgage market in 2025
✅ Why most brokers underperform—and how to change that

If you're a mortgage broker or local loan officer, this is a tactical breakdown to help you outperform retail giants using smarter, originator-first strategies.

🎧 Listen & Subscribe:
🎧 Apple: [Apple Podcast Link]
🎧 Spotify: [Spotify Link]
🎧 Amazon: [Amazon Music Link]


🎧 Listen & Subscribe:
🎧 Apple: https://podcasts.apple.com/us/podcast/local-leverage/id1795083813
🎧 Spotify: https://open.spotify.com/show/69MV8neMEaenwPp2HmUTdb
🎧 Amazon: https://music.amazon.com/podcasts/95353ab5-ae11-488e-a6cc-1de91aadfee1/local-leverage

📺 Watch More Episodes:
🔗 Checkout More Podcasts: https://www.youtube.com/playlist?list=PLAcwlSorbjF_2y1a-zelJIuMvHJJdqDEa

📲 Follow Local Leverage:
🌐 Website https://www.propertyradar.com/learn/l...
📸 Instagram: / localleverage_ig
📘 Facebook: / localleveragepodcast

📲 Follow Mark Hockridge:
🔗 LinkedIn: https://www.linkedin.com/in/mark-hockridge/
🔗 Instagram:https://www.instagram.com/markhockridge/

📲 Follow Alec Hanson:
🔗 LinkedIn: https://www.linkedin.com/in/alec-hanson/
🔗 Instagram: https://www.instagram.com/alecthehanson/
🌐 Website: https://www.alec-hanson.com/

📲 Follow LoanDepot:
🌐 Website: https://www.loandepot.com/
📸 Instagram: https://www.instagram.com/loandepot/
📘 Facebook: https://www.facebook.com/loandepot
🔗 LinkedIn: https://www.linkedin.com/company/loandepot/

#MortgageMarketing #LoanOfficerTips #RevenueGrowth #LocalLending #LeadGen #MortgageBroker #ModernLending #loandepot

In this episode of Local Leverage, hosted by Mark Hockridge, we sit down with Todd Bookspan, founder of Win By Noon and a nationally recognized mortgage coach and leadership strategist. Todd transitioned from closing over $200M in annual volume - while taking 130+ days off - to coaching top-producing loan officers and branch managers on how to systematize success.

Todd shares insights on:

✅ How “Win By Noon” helps LOs lead like CEOs
✅ Scaling a mortgage team without hustle and burnout
✅ Why most LOs don’t need more leads—they need better systems
✅ Time-blocking strategies for daily momentum
✅ The mindset shift from originator to business owner

If you're a mortgage leader, branch manager, or LO ready to scale, this episode is full of tactical takeaways and leadership gold.

🎧 Listen & Subscribe:
🎧 Apple: https://podcasts.apple.com/us/podcast/local-leverage/id1795083813
🎧 Spotify: https://open.spotify.com/show/69MV8neMEaenwPp2HmUTdb
🎧 Amazon: https://music.amazon.com/podcasts/95353ab5-ae11-488e-a6cc-1de91aadfee1/local-leverage

📺 Watch More Episodes:
🔗 Checkout More Podcasts: https://www.youtube.com/playlist?list=PLAcwlSorbjF_2y1a-zelJIuMvHJJdqDEa

📲 Follow Local Leverage:
🌐 Website https://www.propertyradar.com/learn/l...
📸 Instagram: / localleverage_ig
📘 Facebook: / localleveragepodcast

📲 Follow Mark Hockridge:
🔗 LinkedIn: https://www.linkedin.com/in/mark-hockridge/
🔗 Instagram:https://www.instagram.com/markhockridge/
📲 Follow Todd Bookspan:
🔗 LinkedIn: https://www.linkedin.com/in/toddbookspan/


📲 Follow Win By Noon:
🌐 Website: https://winbynoon.com/
📸 Instagram: https://www.instagram.com/winbynoon/
📘 Facebook: https://www.facebook.com/winbynoon
🔗 LinkedIn: https://www.linkedin.com/company/winbynoon/
🌐 Coaching Program: https://winbynoon.com/coaching/

#MortgageCoaching #LoanOfficerTips #WinByNoon #LeadershipDevelopment #MortgageTeamGrowth #TimeManagement #LocalLeveragePodcast