The MikedUp Show Podcast Por Michael Kelleher Michael Zau arte de portada

The MikedUp Show

The MikedUp Show

De: Michael Kelleher Michael Zau
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At MikedUp, where we bridge today’s finance challenges with tomorrow’s innovative solutions. In each episode, we embark on a deep dive with experts who are charting the course for the future of banking and lending. Are you prepared to challenge the status quo? Join us as we ignite your strategy with cutting-edge insights and spirited debates! In Season Three, we're your weekly guide through the realm of Mortgages and Real Estate. Don't miss out on the excitement - tune in to our inaugural LIVE Podcast every Thursday at 2 PM EST, and let's navigate this dynamic landscape together.© 2024 Economía Gestión Gestión y Liderazgo Liderazgo Política y Gobierno
Episodios
  • MikedUp x REALFridays ft. Rick Roque, Brock Cassidy & Jeremy Potter
    Jul 7 2025

    This week on the show, we sit down with three of the most compelling voices in the mortgage industry—Rick Roque, Brock Cassidy, and Jeremy Potter—who together host the influential weekly show REALFridays. In this dynamic conversation, we unpack the intersection of leadership, media, and strategy, diving into the insights that only come from three decades of combined mortgage, fintech, and proptech experience.

    Jeremy Potter, founder of Next Belt Strategies, brings a legal and regulatory edge to the table, shaped by years working in compliance, policy, and strategic leadership roles across the lending ecosystem. His experience spans Norcom Mortgage, Rocket Companies, and now his own firm, where he advises on regulatory clarity, strategic transformation, and housing opportunity through thought leadership and advisory work.

    Brock Cassidy, currently Chief Revenue Officer at Newzip, shares his journey from Rocket Mortgage to the cutting edge of referral and agent matching platforms. With deep knowledge of fintech integrations and lender partnerships, Brock outlines how Newzip helps mortgage professionals grow purchase business through high-quality real estate relationships in all 50 states—without competition from portals.

    Dr. Rick Roque is a respected banker, technologist, and strategic advisor, bringing decades of leadership in M&A, growth strategy, and industry education. With speaking credits from over 50 mortgage conferences and a prolific publishing career, Rick shares how his vision for consumer-focused innovation has helped hundreds of lenders scale profitably.

    We explore the challenges and opportunities of building a relevant media presence in lending, how a weekly show like REALFridays shapes influence and opens doors, and why staying consistent with your message, voice, and content is key to long-term credibility.

    You’ll hear:

    • What it takes to sustain a podcast and build brand authority

    • How to convert a content platform into real business opportunities

    • Why YouTube is the most underutilized channel in the mortgage world

    • Advice for originators and lenders looking to use media for growth

    • Behind-the-scenes of REALFridays: how the trio collaborates and stays real

    This episode is more than just podcast talk—it’s about leadership, authenticity, and finding your place in a rapidly evolving industry. Whether you're a loan officer, broker, executive, or aspiring thought leader, this conversation will give you real strategies to stand out.

    Thank you to our sponsors:

    • Mortgage Connect – A leading national mortgage services provider delivering a full suite of solutions to support the entire mortgage lifecycle. Visit www.mortgageconnectlp.com

    • Aidium – CRM built for high-performance mortgage teams. Simplify workflows, connect with leads, and drive more business. Visit thinkaidium.com

    • Floify – A powerful point-of-sale platform built to streamline the loan process for borrowers and LOs alike. Learn more at www.floify.com

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    52 m
  • The Future of Consumer Direct ft. Todd Feager
    Jun 30 2025

    In this episode of the podcast, we sit down with Todd Feager, Co-Founder of Haven Home Equity, to explore how lenders and borrowers alike can harness the untapped power of home equity. With over 23 years in the mortgage industry, Todd brings a deep, hands-on understanding of what today’s consumers actually need—especially in the evolving consumer-direct lending landscape.

    At Haven, Todd has helped pioneer a structured and strategic approach to using home equity, designed not just to pull out cash—but to build long-term financial stability. This episode centers on what Todd calls “The Haven Framework”, a tri-fecta strategy that focuses on three essential outcomes:

    1. Cash-Out Reserves – Creating liquidity for emergencies, life expenses, or future investments.

    2. Lower Total Monthly Debt Payments – Combining higher-interest debt into more manageable mortgage-based solutions.

    3. Shortened Mortgage Terms – Helping borrowers pay off their homes faster and smarter.

    This conversation goes beyond generic advice. Todd offers real-world insight into how loan officers can reframe conversations with borrowers—from selling rates to creating strategic equity plans that maximize both immediate relief and long-term impact. He shares the mindset, tools, and scripting that Haven loan officers use to help clients move from uncertainty to clarity—often in a single call.

    Whether you're a lender looking to modernize your offering, or a borrower trying to understand your best path forward, this episode will leave you with tactical takeaways and a renewed sense of what's possible in home equity lending.

    Key themes:
    – How to succeed in a consumer direct environment
    – Making home equity work for borrowers in a high-rate market
    – Building scalable lending strategies that actually deliver value
    – What it means to offer advice-driven lending—not just products

    Brought to you by our sponsors:
    Mortgage Connect
    Aidium
    Floify

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    50 m
  • Customer First : The Big Picture ft. Justin Messer
    Jun 23 2025

    What does it take to lead one of America’s largest independent mortgage banks in today’s market—and still put the customer at the center of it all?

    In this episode of MikeDrop, we sit down with Justin Messer, the President and CEO of Prosperity Home Mortgage, to unpack the leadership mindset, technology strategy, and service-first culture that’s redefining the mortgage experience from the inside out.

    With more than 15 years of mortgage leadership experience, Justin has seen the evolution of the industry from multiple vantage points—from his early roles at Quicken Loans (now Rocket Mortgage) to building out Prosperity’s executive team. Now as CEO, he brings a modern, customer-focused lens to lending—balancing innovation with service, growth with stability, and speed with trust.

    Prosperity by the Numbers:

    • Licensed in 49 states + DC

    • 500+ Mortgage Consultants across the country

    • $25 billion funded between 2021–2022

    • A subsidiary of HomeServices of America, the largest real estate company by closed units in the U.S.

    Under Justin’s leadership, Prosperity has made bold moves to remain at the forefront of tech-enabled lending while never losing sight of the personal touch that makes home financing human. In 2024, the company was ranked #1 in customer satisfaction in J.D. Power’s U.S. Mortgage Origination Satisfaction Study—testament to a leadership style rooted in empathy, experience, and relentless pursuit of excellence.

    ️ Inside the Episode:
    • How Justin went from the University of Michigan to the top seat of a national mortgage bank

    • What “customer-first” really means in a world of automation and algorithms

    • Lessons from his time at Rocket Mortgage and The Long & Foster Companies

    • What it takes to lead through market shifts, rate changes, and economic uncertainty

    • The power of communication, transparency, and culture in building great mortgage teams

    Justin also talks candidly about what’s next for Prosperity, and how he’s preparing his team not just for the next quarter—but for the next generation of homebuyers.

    Sponsored by:

    • Mortgage Connect – End-to-end solutions for the nation’s top mortgage lenders.

    • Aidium – The CRM that powers your pipeline and your relationships.

    • Floify – The industry-leading point-of-sale platform trusted by lenders nationwide.

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    47 m
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