In this episode of Closing Market Weekly, Philip Hogan sits down with Genie McGee, a retirement mortgage specialist with over 23 years of experience in the reverse mortgage industry. Currently with Fairway Independent Mortgage Corporation, Genie has dedicated her career to helping homeowners aged 62 and older use housing wealth strategically to create more secure, flexible, and dignified retirements.
Philip and Genie unpack how reverse mortgages actually work—cutting through decades of myths, fear, and misinformation. Genie explains why a reverse mortgage is simply a mortgage with a delayed payment, how it differs from traditional financing, and why it can be a powerful planning tool when used proactively instead of as a last resort.
The conversation goes deeper into real-world scenarios: widows facing income loss, families struggling with long-term care costs, heirs worried about losing the family home, and retirees who want to downsize or relocate without taking on monthly mortgage payments. Genie shares emotional client stories, including a powerful example of an 80-year-old homeowner who used a reverse mortgage to finally choose a home she loved and reclaim her independence.
They also cover the four core qualifications for reverse mortgages, estate planning considerations, how heirs are protected, and why education—not urgency—is the key to making the right decision. Throughout the episode, Genie emphasizes empathy, long-term planning, and aligning financial tools with real human needs.
Tune in to gain a clear, honest understanding of reverse mortgages—and why, when used correctly, they can transform retirement outcomes for homeowners and their families.
Highlights of the episode:
01:15 – Guest intro: Genie McGee
05:30 – Purpose-driven work & retirement impact
06:10 – Who is (and isn’t) a good fit
07:25 – What a reverse mortgage really is
08:45 – Reverse vs traditional mortgage
11:15 – Education over urgency
12:45 – Widows & income loss realities
13:25 – What happens to heirs
15:05 – Estate planning importance
17:10 – Family involvement decisions
18:30 – Long-term care cost realities
20:20 – Reverse mortgage qualifications
22:00 – Success story: choosing freedom at 80
25:35 – When reverse mortgages aren’t ideal
27:40 – Ongoing client support
28:15 – Tough client conversations
29:35 – How to contact Jeannie
31:15 – Closing remarks
Connect with Guest:
Website: https://www.fairway.com/
Linkedin: https://www.linkedin.com/in/geniemcgee/
#ReverseMortgage #RetirementPlanning #HousingWealth #FinancialEducation #ClosingMarketWeekly #SeniorFinance #EstatePlanning #MortgageIndustry #RetirementStrategy #RealEstateClosings
In this solo episode of Closing Market Weekly, Phillip Hogan steps away from the interview format to share the story behind the podcast itself. Phillip reflects on how the show began, what it took to get comfortable behind the microphone, and how an unexpected journey as a podcast guest ultimately led to launching his own platform.
Phillip walks listeners through the early days of 2024, when he began appearing as a guest on other podcasts to market Signing Services of America. He opens up about the discomfort, nerves, and steep learning curve that came with those first recordings—and how persistence and repetition turned anxiety into confidence. What started as a marketing experiment quickly became a powerful vehicle for connection, education, and growth.
The episode also breaks down the meaning behind the name Closing Market Weekly, explaining how Phillip’s experience in the mortgage industry and his Caribbean roots shaped the show’s identity. From choosing the name and cadence to creating the logo and assembling the production team, Phillip offers a behind-the-scenes look at what it takes to build a podcast from the ground up.
Looking ahead, Phillip shares what’s next for the show and his broader vision, including upcoming projects and the release of his first book, Relentless Excellence: A Story of Family, Business Building, and Value Leadership. This episode is both a reflection and a roadmap—highlighting consistency, decision-making, and staying rooted in what you know as the foundation for long-term impact.
Tune in now to hear how Closing Market Weekly evolved from an idea into a growing platform—and what’s ahead as the show moves into its next chapter.
Highlights of the episode:
00:19 – Why this episode is different
00:45 – Podcast guest beginnings
01:29 – Early discomfort on camera
02:10 – Learning to swim fast
02:55 – Repurposing content strategy
03:29 – Encouragement to host
04:13 – Decision to move forward
04:28 – Naming the podcast
05:18 – Meaning of “Market”
06:34 – Choosing a weekly cadence
06:52 – Creating the logo
07:45 – 19 episodes milestone
08:02 – Looking ahead to 2026
08:19 – Becoming a published author
08:50 – Relentless Excellence book
09:33 – Gratitude to the audience
#ClosingMarketWeekly #PodcastJourney #EntrepreneurStory #MortgageIndustry #LeadershipDevelopment #ContentCreation #BusinessGrowth #RelentlessExcellence #SigningServicesOfAmerica
In this episode of Closing Market Weekly, Phillip Hogan sits down with November 2025’s Notary of the Month, Elizabeth Turcotte. After spending over 20 years in the restaurant industry, Elizabeth transitioned into notary work and quickly became known for her professionalism, attention to detail, and commitment to exceptional service. Phillip explores her journey into loan signing work, how TikTok unexpectedly inspired her career shift, and the mindset that earned her this recognition.
Elizabeth shares real stories from the field — from homeowners requesting her specifically, to driving over 100 miles to ensure a signing could happen on time. She opens up about learning state laws, mastering acknowledgments and jurats, and building reliable systems that prevent errors during high-volume signing periods. Her experiences highlight the flexibility, preparation, and problem-solving skills required to succeed as a notary signing agent.
Phillip and Elizabeth also discuss the role notaries play in the closing process, why accuracy matters, and how notaries can position themselves for more work — including multistate commissions and joining trusted networks. Elizabeth closes the episode by sharing her contact information and encouraging aspiring notaries to take consistent action and stay committed to learning.
Tune in to hear the real-world challenges and rewards of notary work from someone who goes above and beyond for every signer.
Highlights of the episode:
01:30 – November 2025 Notary of the Month: Elizabeth Turcotte
03:30 – Why notaries play an important role in authentication
04:40 – What sets Elizabeth apart as a notary
05:00 – Experiences that made her proud of her work
06:00 – Creative accommodations during signings (campgrounds, job sites, cars)
07:00 – Challenges notaries face today
10:00 – Elizabeth’s process for accuracy and consistency
11:20 – Systems that prevent missed signatures
12:00 – Working with signers in unique environments
12:40 – Being prepared for unexpected situations
13:10 – What Notary of the Month means to Elizabeth
14:00 – How notaries can qualify for the award
15:00 – How to contact Elizabeth
15:30 – Closing remarks
Connect with Guest:
Email: elizabethnotaryservice2023@gmail.com
#NotaryOfTheMonth #NotaryLife #RealEstateClosings #LoanSigningAgent #ClosingMarketWeekly #SigningServicesOfAmerica #NotaryCommunity #ProfessionalNotary #RealEstateProfessionals #ClosingIndustry
In this episode of Closing Market Weekly, Phillip Hogan sits down with technology sales leader Shane Palladino, Enterprise Account Executive at Secured Signing. With years of experience supporting digital transformation across legal, title, and financial organizations, Shane explains how remote online notarization (RON) has rapidly evolved from a pandemic necessity into a secure, scalable solution reshaping the closing experience.Phillip and Shane walk through the real differences between e-sign and digital signature, how PKI technology protects against fraud, and why authentication in RON is often more secure than traditional in-person notarizations. Shane shares how deepfake threats are driving advanced identity verification — including the platform’s newest AI-driven fraud detection features.They dive into the practical side too: What onboarding looks like for notaries, why training matters, top compliance risks companies overlook, and the industries adopting RON fastest. Shane also offers his prediction for the next five years as legislation and the real estate ecosystem catch up to consumer convenience.Tune in to learn how digital trust, security, and convenience are rapidly becoming the new standard in closings — and why the smartest notaries are getting ahead now while the demand curve is still early.Highlights of the episode: 01:00 – Guest intro02:40 – Entering tech sales04:30 – SaaS explained06:15 – Why Secured Signing09:10 – Pandemic adoption shift12:00 – RON authentication layers14:30 – Deepfake threat response17:20 – Notary fraud awareness19:05 – Support & onboarding21:00 – Free notary training22:50 – Compliance blind spots24:10 – Industries adopting RON26:05 – Future of RON30:20 – How to contact Shane33:00 – Final advice for notariesConnect with Guest:LinkedIn: https://www.linkedin.com/in/securedsigningron/#RemoteOnlineNotarization #DigitalSecurity #ComplianceMatters #RealEstateTechnology #ClosingMarketWeekly #EClosing #DigitalSignatures #NotaryLife #LegalTech #FutureOfClosings
In this episode of Closing Market Weekly, Phillip Hogan sits down with digital growth strategist Marilyn Jenkins, founder of MJ Media Group and Law Marketing Zone. With a career spanning back to the 1990s, Marilyn has helped law firms and service-based businesses scale to multi-seven-figure revenue using SEO, paid ads, reviews management, database reactivation, and Google Business Profile optimization.Phillip and Marilyn trace her journey from building websites in the early internet era to becoming a trusted advisor to attorneys—an industry she chose specifically because many consumers find lawyers intimidating and hard to approach. Marilyn breaks down how digital marketing makes firms more visible, more human, and easier to trust through strategic content, reviews, and consistent online activity.Together, they unpack the evolution of marketing from websites to Google search to today’s AI-driven landscape. Marilyn explains how large language models change the way people search (“full questions instead of keywords”), why service-based businesses must adapt their content, and how AI is reshaping discoverability across the web.They dive deep into the Google Business Profile, clarifying what it is, why every business needs it, how to claim it, and how reviews + responses dramatically impact visibility. Marilyn gives practical steps on photos, hours, categories, verification, and maintaining a trustworthy online presence—highlighting why ignoring GBP is essentially leaving money on the table.Tune in now to learn how digital strategy, consistent presence, and AI-aware content can help any business stand out—and how Marilyn built a career helping firms outrank, outshine, and outperform their competition.Highlights of the episode: 01:00 – Guest intro: Marilyn Jenkins04:10 – Early days in digital marketing06:00 – Working with attorneys07:20 – Making law firms approachable08:00 – Client visibility success case09:00 – Marketing as investment10:00 – Google vs. AI evolution12:00 – How AI reads your content13:00 – What Google Business Profile really is15:00 – Reviews and replies18:00 – Holiday hours & trust signals20:00 – Why every business needs GBP21:00 – Marilyn’s books21:20 – How to reach MarilynConnect with Guest:Website: https://mjmediagroup.co/ https://lawmarketingzone.com/ Linkedin: https://www.linkedin.com/in/marilynjenkins/#DigitalMarketing #GoogleBusinessProfile #SEO #AIForBusiness #ServiceBusinesses #LawFirmMarketing #OnlineVisibility #ClosingMarketWeekly #SmallBusinessGrowth #ClientAcquisition
In this episode of Closing Market Weekly, Phillip Hogan welcomes mortgage professional Mo Phanor, an experienced portfolio and servicing expert and Georgia-licensed mortgage loan originator. Drawing on his post–Great Recession experience, Mo explains how he “accidentally” entered the mortgage industry and ended up on the portfolio management and servicing side—helping lenders mitigate losses, support homeowners, and navigate complex transactions with Fannie Mae, Freddie Mac, Ginnie Mae, and private investors.
Phillip and Mo walk step-by-step through what actually happens after a loan closes, including how a closed mortgage becomes an asset, what “servicing rights” are, and the difference between the company that owns your loan and the company that services it. Mo breaks down the primary vs. secondary markets, why loans are almost always sold, and how servicers handle your monthly payment, escrow, taxes, and insurance behind the scenes—often without homeowners realizing how much is happening on their behalf.
The conversation also covers the major loan categories available to borrowers today: conventional loans, government-backed loans, and how products like FHA, VA, and USDA loans are structured. Mo explains who each loan type is best for—especially why veterans should strongly consider using VA loans and how to start that process. He also clarifies how and why servicing can transfer multiple times over the life of a mortgage, what those “welcome letters” and “goodbye letters” really mean, and what protections borrowers have when a new servicer takes over.
Tune in now to learn how mortgage servicing really works, how Fannie Mae, Freddie Mac, and Ginnie Mae fit into the bigger picture, and what every homeowner or future borrower should understand before walking into a closing table.
Highlights of the episode:
01:00 – Guest intro: Mo Phanor
02:40 – Entering mortgages post-recession
04:30 – Primary vs. secondary markets
06:15 – How servicing rights work
08:10 – From closing table to servicer
10:30 – Who actually owns your loan
12:30 – Fannie Mae vs. Freddie Mac
14:30 – What Ginnie Mae supports
16:00 – Conventional vs. government loans
17:45 – FHA, VA, USDA overview
19:30 – How VA loans benefit veterans
21:30 – Steps to start a VA loan
23:50 – Servicer’s duties to borrower
25:30 – Escrow, taxes, and insurance
28:10 – When your servicer changes
30:30 – 15-day transfer notification rule
33:00 – Why borrowers should care
34:10 – How to connect with Mo
Connect with Guest:
Linkedin: https://www.linkedin.com/in/mophanor/
#MortgageEducation #LoanServicing #VALoans #HomebuyerTips #MortgageProcess #ClosingMarketWeekly #FannieMae #FreddieMac #GinnieMae #RealEstateFinance
In this episode of Closing Market Weekly, Phillip Hogan welcomes Jeffrey and Ashley Hunter, the husband-and-wife duo behind The Hunters Group. Known for transforming underperforming properties into profitable investments, the Hunters share their journey from a chance meeting on Hinge to building a thriving real estate business grounded in collaboration, faith, and long-term vision.
Phillip, Jeffrey, and Ashley discuss their early business experiments, including an almost-launched trucking company, and how a job loss became the catalyst that redirected them into real estate. They break down the importance of mentorship, team-building, and having a clear “buy box” strategy when evaluating properties. The conversation dives deep into how the couple complements each other—Jeff handling numbers, logistics, and acquisitions, while Ashley leads with design, detail, and project management.
Together, they reveal what it takes to balance marriage and business, how to select the right properties, and the lessons learned from both successes and setbacks. From establishing trust in partnerships to creating beautiful, market-ready homes, the Hunters embody what it means to build with purpose and unity.
Tune in now to hear how Jeffrey and Ashley Hunter built The Hunters Group through vision, adaptability, and teamwork—and what every investor can learn from their approach.
Highlights of the episode:
01:00 – Guest intro: Jeffrey & Ashley Hunter
04:55 – How they met
06:00 – From trucking to real estate
08:40 – Getting laid off and pivoting
09:50 – Building the first team
13:00 – Defining the buy box
15:00 – Role of the realtor
17:00 – Cash offers vs. inspections
18:20 – Assessing renovation costs
20:05 – Design inspirations
22:00 – Balancing Airbnb & flips
23:30 – Working as a couple
27:00 – Selling properties
28:30 – 90-day turnaround process
30:30 – Choosing the right deals
32:00 – Lessons from walking away
33:20 – Final reflections and contact info
Connect with Guest:
Website: https://thehuntersgrp.com/home
#RealEstateInvesting #PowerCouple #FixAndFlip #TeamworkInBusiness #Entrepreneurship #ClosingMarketWeekly #PropertyFlipping #PartnershipGoals #RealEstateSuccess #LeadershipInAction
In this episode of Closing Market Weekly, Phillip Hogan welcomes S. Griffin, Owner of Griffin Notary Services in Virginia Beach, VA, and Signing Services of America’s Notary of the Month. With more than 10,000 appointments completed since 2018, Griffin shares how accountability, structure, and readiness have shaped his journey from curiosity about the notary world to becoming one of the industry’s most reliable professionals.
Phillip and Griffin discuss the importance of reliability, research, and continuous improvement. Griffin recounts his earliest mistakes—from misplaced documents to unclear certificates—and how he turned each setback into a system that ensures accuracy and trust. He emphasizes self-reliance, preparation, and proactive communication, revealing why strong processes and personal accountability keep clients returning year after year.
They also explore practical tools and routines that support high performance, including equipment setups, supply tracking, and mobile-office strategies. Griffin explains how discipline, adaptability, and ownership enabled him to sustain excellence through challenges such as the COVID-19 pandemic.
Tune in now to learn how S. Griffin built a thriving notary business grounded in systems, service, and a mindset of responsibility that every professional can learn from.
Highlights of the episode:
01:00 – Guest intro: S. Griffin
03:10 – Discovering the notary path
04:45 – Lessons from early mistakes
06:20 – Research and self-reliance
09:45 – Building consistent processes
13:00 – Tools and office setup
16:10 – Managing supplies efficiently
18:15 – Mobile office strategies
21:20 – Using Dropbox securely
23:40 – Adapting through collaboration
27:20 – Staying ready and reliable
29:40 – Operating during COVID-19
35:20 – Final advice and mindset
Connect with Guest:
Website: https://www.griffinnotary.com
Youtube:https://www.youtube.com/@GriffinNotary/featured
Instagram: https://www.instagram.com/griffinnotaryservicesllc/?hl=en
#NotaryLife #SigningAgent #OperationalExcellence #Accountability #ProcessImprovement #ResilientLeadership #ClientTrust #RealEstateClosings #ClosingMarketWeekly #NotaryProfessionals
In this episode of Closing Market Weekly, Phillip Hogan welcomes Ruben Kanya, temporary housing specialist, author, investor, and co-founder of Invested Escapes. Ruben helps real estate investors and Airbnb hosts triple their rental income with fewer turnovers and less stress by securing midterm rental insurance contracts. Alongside his wife, Celine, Ruben has built a nationwide network that provides temporary housing solutions for displaced families while helping landlords maximize occupancy and profitability.
Phillip and Ruben discuss how curiosity and connection led to Ruben’s career in real estate, the founding of his companies Invested Escapes and Invested Talent, and the mindset that drives his growth. Ruben shares how podcasting became his gateway into real estate, creating proximity to mentors and opportunities that transformed his business. He breaks down the importance of consistency, curiosity, and community in entrepreneurship, emphasizing that proximity to those “doing the thing” accelerates learning and success.
They also dive into lessons on mentorship, the value of saying yes before you’re ready, and how taking action opens doors you couldn’t predict. Ruben’s story exemplifies how personal growth and professional evolution are intertwined—and how one conversation can change everything.
Tune in now to hear how Ruben Kanya turned curiosity into opportunity and built a thriving nationwide business by leading with service, relationships, and long-term vision.
Highlights of the episode:
01:00 – Guest intro: Ruben Kanya
06:00 – Curiosity as the foundation of success
08:30 – Overcoming imposter syndrome
12:15 – The power of proximity and mentorship
16:00 – Filtering noise and finding the right mentors
18:15 – Experiment, fail, and repeat
22:30 – The importance of rewarding yourself
23:35 – Building Invested Talent and saying yes before you’re ready
25:55 – Discovering Airbnb and expanding into temporary housing
28:00 – Podcasting as the gateway to real estate success
31:45 – Lessons from consistency and clarity
36:00 – The long-term game of podcasting and connection
40:30 – Mentorship, service, and staying curious
42:00 – Final advice and closing remarks
Connect with Guest:
Website: https://investedescapes.com/
Linkedin: https://www.linkedin.com/in/rubenkanya/
Instagram: https://www.instagram.com/rubenkanya_/
#RealEstateInvesting #PodcastToProfit #EntrepreneurMindset #TemporaryHousing #MidtermRentals #InvestedEscapes #CareerGrowth #ClosingMarketWeekly
In this episode of Closing Market Weekly, Phillip Hogan welcomes Jim O’Donnell, President of Equity National Title, who has been at the helm of the company for over 35 years. Jim shares his journey from law school graduate to industry leader, revealing how he stumbled into the title business and discovered a lifelong passion for collaboration, service, and process improvement. His unique blend of legal training, leadership experience, and people-first philosophy has shaped Equity National Title into one of the most respected names in the field.
Throughout the conversation, Phillip and Jim explore how the title industry has evolved over the past three decades, from paper-based transactions and fax machines to the digital age. Jim opens up about the early challenges of modernizing an attorney-dominated market in New England, the incremental innovations that helped his company scale, and the mindset that kept them resilient through every market cycle. He also emphasizes the power of consistency, feedback, and “one transaction at a time” thinking—a philosophy rooted in his love for baseball and his belief in daily improvement.
Jim reflects on how leadership and culture intertwine at Equity National Title, sharing stories of learning from mistakes, listening to customers, and keeping a human touch in an increasingly digital world. He discusses his work with October Research webinars, his insights on cybersecurity and compliance, and his unwavering focus on adding value to clients each day. Whether you’re a new title professional or a seasoned executive, Jim’s perspective offers timeless lessons on excellence, humility, and growth through service.
Tune in now to hear how Jim O’Donnell has sustained success in a changing industry—and what his story teaches about leadership, adaptability, and creating long-term impact.
Highlights of the episode:
01:00 – Guest intro: Jim O’Donnell
04:00 – Entering the title industry and early beginnings
05:30 – Challenging the status quo and driving innovation
07:30 – Expanding beyond Rhode Island and scaling regionally
09:00 – Focusing on the borrower experience
10:00 – The “at bat” mindset for continuous improvement
12:00 – Building a culture of learning and feedback
14:30 – Turning client complaints into process improvements
18:00 – “Follow the evidence” — lessons in leadership
19:00 – Scaling through service, not disruption
21:00 – Major industry changes over 35 years
23:30 – The human-digital balance in modern closings
26:00 – October Research webinars and key industry insights
28:40 – Advice for new title agents and leaders
Connect with Guest:
Website: https://www.equitynationaltitle.com/about/our-team/james-k-odonnell-esq
Linkedin: https://www.linkedin.com/in/james-o-donnell-6703685/
Hashtags:
#TitleIndustry #LeadershipInBusiness #RealEstateClosings #ProcessImprovement #CustomerExperience #CompanyCulture #ClosingMarketWeekly #ResilienceInBusiness #ServantLeadership #NotaryProfessionals
In this episode of Closing Market Weekly, Phillip Hogan welcomes Barbara Foster, Signing Services of America’s Notary of the Month for August. Barbara, a commissioned notary in Illinois, shares how she transitioned from being a stay-at-home mom to a trusted signing agent during one of the busiest times in the mortgage industry. Her journey began during the 2020 lockdowns, when she decided to reinvent herself, learn the craft from scratch, and step into a field that needed reliable professionals.
Phillip and Barbara discuss her early challenges, the lessons learned from her first signings, and how mistakes became stepping stones to mastery. Barbara also reveals the custom tracking system she developed to stay organized across multiple signings, ensuring accuracy, efficiency, and peace of mind for clients and partners alike. From emotional hospital closings to the joy of helping first-time homeowners, she shares powerful real-world stories that capture the heart of what it means to serve with care and professionalism.
This episode highlights the importance of precision, empathy, and adaptability in the notary world. Whether you’re a new signing agent or a seasoned professional, Barbara’s story offers actionable lessons on how consistency and compassion can turn an ordinary service into an extraordinary experience.
Tune in now to hear how Barbara Foster became Signing Services of America’s Notary of the Month—and what her story teaches about service, resilience, and excellence in the field.
Highlights of the episode:
01:00 – Guest intro: Barbara Foster
03:15 – Becoming a notary during the 2020 lockdowns
04:50 – Learning the craft from scratch
07:35 – First closing experience and lessons learned
09:15 – The mistake that became a turning point
10:40 – Staying organized with a tracking sheet
15:25 – Meaningful hospital signing story
18:20 – Representing title and lender clients
20:00 – The joy of first-time homeowners
22:05 – How to reach Barbara
Connect with Guest:
Email: barbara@815notary.com.
#NotaryLife #RealEstateClosings #SigningAgent #OperationalExcellence #NotarySuccess #ClientExperience #ClosingMarketWeekly #ResilienceInBusiness #RealEstateProfessionals
In this episode of Closing Market Weekly, Phillip Hogan welcomes Craig Robinson, a seasoned chief executive, board director, and advisor with over 25 years in global real estate, business services, and technology. From leading divisions through IPOs and transformations to advising growth companies, Craig has developed a reputation for bold thinking and operational excellence.
Phillip and Craig explore the evolution of real estate, from analog brokerage to digital transformation, and why curiosity and adaptability are essential for long-term success. Craig shares the four seasons of a career—getting in, staying in, winning, and changing the game—and the three Ps that define your market value: people, process, and product. He also offers candid insights into pivoting careers, serving on corporate boards, and the mindset shifts required to thrive in times of disruption.
Whether you’re navigating commercial real estate, residential innovation, or considering a pivot, Craig’s framework offers clarity on how to stay relevant, seize opportunities, and lead with purpose. Tune in now to gain strategies from a leader who has successfully bridged industries, roles, and eras of change.
Highlights of the episode:
01:00 – Guest intro: Craig Robinson
03:55 – Scuba diving passion
06:00 – Career beginnings in real estate
08:00 – Pivot into technology
10:25 – Curiosity before passion
12:45 – Serving on corporate boards
15:50 – Role of boards in real estate
17:10 – Industry breadth and opportunities
20:15 – Four career seasons
22:10 – Advice for career pivots
23:40 – The three Ps of market value
26:00 – How to connect with Craig
Connect with Guest:
Website: https://www.craigmrobinson.com/
Linkedin:https://www.linkedin.com/in/craigmrobinson/
#RealEstateLeadership #CareerPivot #DigitalTransformation #BoardLeadership #MortgageIndustry #ClosingMarketWeekly #RealEstateInnovation #CareerGrowth
In this episode of Closing Market Weekly, Phillip Hogan welcomes Tammy Ringeisen, Vice President of Compliance & Client Audit at Mortgage Connect. With 32+ years across title, closing, and appraisal, Tammy oversees regulatory compliance, client audits, and vendor risk management—and she breaks down how Mortgage Connect vets third-party vendors to keep client data safe.
Phillip and Tammy dive into today’s threat landscape, from bulk phishing and QR-code “quishing” to vishing, smishing, spear phishing, and clone phishing. Tammy explains why independent contractors are uniquely exposed, how AI is making scams harder to spot, and the practical routines that meaningfully reduce risk: segmenting email addresses, keeping software current, enabling multi-factor authentication, and slowing down to verify links and sender domains.
They also discuss the culture of training at Mortgage Connect, plans to extend phishing awareness to signing agents, and the mindset for operational excellence at the table. Tammy closes with timeless guidance: treat every closing like it’s your own—double-check before you sit down and before you leave.
Tune in now to learn how technology, compliance, and phishing defense intersect in today’s title and mortgage world—and what every professional can do to strengthen trust and protect clients.
Highlights of the episode:
01:00 – Guest intro: Tammy Ringeisen
02:30 – What is Mortgage Connect?
03:55 – Vendor risk platform for compliance
07:15 – Tech + compliance risks
08:00 – Phishing basics
09:15 – QR “quishing”
10:20 – Vishing & smishing
12:15 – Spear phishing
12:55 – Clone phishing
15:50 – Multiple email strategy
17:25 – Inbox hygiene
19:15 – MFA & software updates
23:00 – Verify links and domains
26:50 – AI’s role in phishing
28:55 – Training signing agents
31:00 – Final tip: treat closings like your own
31:45 – How to reach Tammy
Connect with Guest:
Website: https://www2.mortgageconnectlp.com/
Email: vmo@mortgageconnectlp.com
Linkedin: https://www.linkedin.com/in/tammy-ringeisen/
#MortgageCompliance #PhishingPrevention #VendorRisk #TitleIndustry #CyberSecurity #NotarySigningAgent #RealEstateClosings #DataProtection #ClosingMarketWeekly
In this episode of Closing Market Weekly, Phillip Hogan welcomes Liz Olivar, President of Prosperous Title and Escrow LLC. With over 31 years of experience in financial services and title, Liz has built a career around people helping people, blending operational expertise with a service-first philosophy. From her start at GECU Federal Credit Union to leading Prosperous Title, Liz has consistently focused on building trust and protecting clients in every transaction.
Phillip and Liz dive into the fundamentals of title work, exploring why listening and communication matter as much as technology and compliance. Liz shares candid stories about mistakes in closings, the unique role of title insurance in protecting homeowners, and how Prosperous Title earned the First American “Top Agent” award by staying open and serving clients through the pandemic.
They also cover current market uncertainty, the importance of education for both staff and clients, and how networking and appreciation events build long-term relationships. Liz emphasizes that at the core of every deal is service—and the ability to truly put the customer first.
Tune in now to learn how service, resilience, and expertise define success in the title industry, and what every professional can do to build stronger client relationships.
Highlights of the episode:
00:55 – Guest intro: Liz Olivia, President of Prosperous Title and Escrow LLC
02:35 – The philosophy of “people helping people”
04:40 – Better customer service: listening and communication
06:50 – Biggest closing mistake: missing signatures and costing clients time
07:55 – Technology is overrated without human expertise
09:10 – Protecting homeowners by working backwards
11:00 – Winning the 2021 First American Top Agent Award during the pandemic
14:05 – Market uncertainty and the challenge of the “unknown”
15:20 – Educating clients and staff to overcome challenges
16:55 – The role of networking and peer relationships in growth
18:20 – Prosperous Title’s annual open house and showing appreciation
19:30 – Final tip: put your customer first in every transaction
20:55 – How to contact Liz Olivia
Connect with Guest:
Website: https://www.prosperustitle.com/
Linkedin: https://www.linkedin.com/in/liz-olivar-6693a1194/
#NotaryLife #RealEstateClosings #SigningAgent #OperationalChallenges #ClosingSuccess #NotaryTips #RuralBusiness
In this episode of Closing Market Weekly, Phillip Hogan highlights Trina Miller—our Notary of the Month from Southwest Virginia. With a career that began in social work and transitioned into notary signing, Trina has completed over 1,700 signings since 2017 while building a reputation for precision, reliability, and problem-solving.
Phillip and Trina dig into the daily realities of managing multiple signings in rural areas—from planning efficient travel routes to handling limited cell service and navigating mountain roads. Trina shares stories of perseverance, including midnight signings, creative map hacks, and the importance of preparing documents the night before.
They also cover lessons from mistakes (like leaving a check behind), why routines and presentation matter at the table, and how flexibility often wins repeat business. Trina’s advice for newer notaries is simple but powerful: combine creativity with consistency, and never underestimate the value of preparation.
Tune in now to learn how an experienced notary tackles operational hurdles, maintains high standards, and closes deals even in the toughest conditions.
Highlights of the episode:
00:55 – Guest intro: Notary of the Month, Trina Miller
02:20 – 1,700 signings since 2017
03:45 – First closing mistake
05:25 – Routine and preparation
06:25 – Paper vs. digital preference
07:00 – What’s overrated in the industry
08:20 – Operational challenges
10:00 – Midnight signing in the National Forest
12:30 – Advice for new notaries
14:20 – Entrepreneurial lessons
15:30 – How to contact Trina
Connect with Guest:
Email: trinanotary09@gmail.com
#NotaryLife #RealEstateClosings #SigningAgent #OperationalChallenges #ClosingSuccess #NotaryTips #RuralBusiness
In this episode of Closing Market Weekly, Phillip Hogan sits down with Jamar Bates—Marine Corps veteran, broker-owner, and mortgage founder—to unpack how vertical integration, technology, and disciplined follow-up drive closing success. From launching Bates Realty Group to expanding into Bates Mortgage Group, Jamar shares why he built a one-stop shop and how that decision improved client experience and control over the deal flow.
Jamar and Phillip dig into the real day-to-day levers: CRMs, social and podcast distribution, and compliant marketing mechanics (NMLS, APR, audits, bonds). Jamar lays out the operational tradeoffs of being licensed in 35 states, the reality of state audits, and why he ultimately narrowed his footprint to the markets that made business sense.
They wrap with a playbook for higher close rates that’s as simple as it is rare: consistent prospecting and impeccable lead follow-up with copious notes and right-on-time callbacks—plus the mindset shift of working on the business, not just in it.
Tune in now to learn how to use tech without losing your edge, stay compliant at scale, and turn pipeline into funded deals.
Highlights of the episode:
00:55 – Guest intro: Jamar Bates, CEO of Bates Morgan
03:25 – Why go vertical: building a “one-stop shop” for clients
05:00 – First closing experience: from academics to a smooth client outcome
07:50 – Rapid fire: mistake you never forget — don’t spend before it closes
08:25 – Tool he swears by: Top Producer (CRM)
09:00 – Paper vs. digital: all-in on digital
12:10 – Ttech for prospecting, social, and podcast targeting
17:00 – Narrowing from 35 states to ROI-positive markets
18:00 – Testing a market: when to extend/cut
20:05 – Keep a pulse; work on the business vs. in it
22:30 – Close more with impeccable lead follow-up
26:00 – How to contact Jamar
Connect with Guest:
Website: https://jamarbates.com/
Email: jamar@batesmortgage.com
Linkedin: https://www.linkedin.com/in/jamar-bates-52b873152/
#MortgageCompliance #RealEstateTech #LeadFollowUp #CRMs #VerticalIntegration #VeteranEntrepreneur #ClosingSuccess #MortgageMarketing
In this episode of Closing Market Weekly, Phillip Hogan welcomes Tisha Mitchell, a highly respected real estate strategist, trainer, and speaker with over two decades of experience in sales, new construction, and wealth preservation. From her beginnings in new home sales to becoming a trusted advisor for high-stakes transactions, distressed properties, and clients navigating major life transitions, Tisha has built a reputation for blending financial savvy with a client-first approach.
Phillip and Tisha dive into the lessons learned across her career—from selling her very first homes armed with taped-together map books, to developing strategies that protect clients from costly mistakes at the closing table. Tisha shares her perspective on the importance of trust, process, and preparation, highlighting how sellers can navigate a challenging market by planning their next move before listing their current home.
They also discuss the balance between digital tools and real-world relationships, why networking remains essential, and how trust and professional maturity guide every deal. With personal insights on delegation, strategy, and long-term client relationships, Tisha’s story underscores how determination and vision can lead to both financial and professional success.
Tune in now to learn how to prepare for selling in any market, the strategies that build lasting trust, and the mindset shifts that set successful agents apart.
Highlights of the episode:
00:34 – Guest intro: Tisha Mitchell, real estate strategist, trainer, and speaker
04:15 – Tisha’s first real estate transaction and lessons from the field
07:10 – The strategist’s role: cutting through noise and guiding clients
08:00 – Biggest closing mistake and why pre-approvals matter
10:05 – Systems, delegation, and scaling in real estate
11:30 – Paper vs. digital tools and finding balance
14:00 – The importance of networking and in-person connections
15:05 – Seller preparation in a challenging market: planning the next move
17:45 – Equity, strategy, and financial positioning for sellers
21:00 – Understanding value, pricing, and buyer motivations
23:05 – Focusing on process to avoid unknowns in transactions
26:00 – Trust between agents and clients—and knowing when to walk away
28:30 – Professional maturity and working with the right clients
30:55 – Final advice: know yourself, be humble, and keep learning
32:55 – How to contact Tisha Mitchell
Connect with Guest:
Linkedin: https://www.linkedin.com/in/tishamitchell/
Email: tcurry@kw.com
#RealEstateStrategy #HomeSellingTips #SellerPreparation #RealEstateSuccess #TrustInRealEstate
In this episode of Closing Market Weekly, Phillip Hogan welcomes Jacquin Gilchrist, President of Gilchrist Law Firm, to share his journey from military JAG attorney to federal real estate contractor and industry leader. With experience spanning private practice, title insurance, and government contracting across nine federal departments, Quin offers a behind-the-scenes look at how the government buys, sells, and manages property—and how his firm carved out a niche supporting agencies like the USDA, Department of Defense, and Department of Interior.
Quin and Phillip discuss the unique world of government real estate transactions, the role of conservation easements, and how federal acquisitions shape local communities. Quin also opens up about the entrepreneurial leap of leaving big law, winning his first government contracts, and scaling to award-winning recognition as SBA Prime Contractor of the Year and Veteran-Owned Business of the Year.
Packed with insights on title law, government procurement, and business growth, this episode is a must-listen for title professionals, contractors, and anyone curious about building a lasting career at the intersection of real estate and public service.
Tune in now to learn how Quin turned military service into a thriving law practice, the opportunities inside federal contracting, and what it takes to deliver excellence in high-stakes closings.
Highlights of the episode:
00:34 – Guest intro: Jacquin Gilchrist, President of Gilchrist Law Firm
04:00 – From JAG attorney to real estate law and title insurance
06:00 – Working with nine federal departments, from DoD to USDA
09:15 – Government as a real estate buyer and the role of acquisitions
10:35 – Easements, conservation programs, and preserving land use
12:30 – Memorable closing stories that changed lives
15:00 – The leap into entrepreneurship and starting a federal contracting firm
19:40 – Winning first government contracts in Georgia and Alabama
21:10 – Bootcamp lessons from contracting officers
23:30 – Following the market and pivoting from federal to state procurements
25:55 – USDA as a lender and the role of government in financing
27:05 – Navigating local vs. federal procurement processes
28:20 – Awards: SBA Prime Contractor of the Year & Veteran-Owned Business of the Year
31:00 – Reflections on recognition, the White House experience, and blessings of the journey
32:45 – How to contact Quin Gilchrist
Connect with Guest:
Website: https://jpgilchristlaw.com/
LinkedIn: https://www.linkedin.com/in/jacquin-gilchrist-3772a312/
#RealEstateClosings #GovernmentContracts #TitleIndustry #Entrepreneurship
In this episode of Closing Market Weekly, Phillip Hogan sits down with Carmalon Batiste, Vice President of Operations at Traditional Mortgage Acceptance Corp (TMAC), to unpack over two decades of expertise in both forward and reverse mortgage lending. From optimizing underwriting workflows to navigating compliance requirements, Carmalon brings deep industry insight shaped by years of leadership roles and advocacy work with the National Reverse Mortgage Lenders Association.
Phillip and Carmalon explore the fundamentals of reverse mortgages, operational hurdles lenders face, and the unique needs of senior borrowers. They discuss real-life closing scenarios—including title challenges, trust agreements, and unexpected vesting surprises—that reveal the importance of due diligence and creative problem-solving. Carmalon also shares how counseling sessions can turn skepticism into understanding, and offers practical advice for professionals looking to enter the reverse mortgage space.
Packed with insider knowledge, compliance tips, and memorable stories from the field, this episode is a must-listen for mortgage professionals, title partners, and anyone curious about the realities of reverse lending. Tune in now to gain actionable strategies, avoid costly mistakes, and deliver a higher level of service that stands out in every closing.
Highlights of the episode:
00:34 – Guest intro: Carmalon Batiste, VP of Operations at TMAC
06:00 – Forward vs. reverse mortgages: how the money flows
07:10 – Why reverse mortgages could have helped her own family
07:30 – Rapid fire: A closing challenge you’ll never forget
10:00 – Tools and systems for underwriting and borrower benefit analysis
11:50 – Technology in reverse lending: paper nostalgia vs. digital efficiency
14:20 – Finding ways to “score a touchdown” in challenging closings
18:30 – Trends in the reverse mortgage space
21:10 – Protecting senior borrowers from bad deals
22:45 – Counseling sessions as a game-changer for understanding the product
25:35 – Real stories: trusts, required signatures, and even a pet cat on title
30:20 – Tip of the week: Getting started in the reverse mortgage industry
32:35 – Industry resources, training, and partner relationships
33:40 – How to connect with Carmalon Batiste
#ReverseMortgage #MortgageOperations #SeniorLending #RealEstateClosings
In this episode of Closing Market Weekly, Phillip Hogan welcomes Joleana Singleton, Signing Services of America’s Notary of the Month and a seasoned notary signing agent with over a decade of experience. Joleana shares her journey from working at a national bank to becoming a trusted mobile notary commissioned in four states, closing nearly every type of loan imaginable. With a career built on professionalism, client comfort, and attention to detail, she offers practical tips that can help notaries and real estate professionals alike improve their closing success rates.
Phillip and Joleana discuss her most memorable first signing, the importance of making clients feel at ease during closings, and common operational challenges—especially when working with trusts, powers of attorney, or commercial transactions. Joleana explains how to avoid redraws by confirming signature formats in advance, the value of a well-prepared cheat sheet, and why thorough document review at the signing table is a game-changer.
Tune in now to learn from Joleana’s real-world experiences, gain actionable strategies for avoiding costly mistakes, and discover how to deliver a higher level of service that clients and partners will remember.
Highlights of the episode:
00:34 – Guest intro: Joleana Singleton, Notary of the Month
02:10 – Joleana’s first signing experience after leaving the bank
05:15 – Why presentation and reassurance matter in the signing process
05:20 – Rapid fire: A closing mistake you’ll never forget
06:00 – Rapid fire: Tools and systems Joleana swears by
06:40 – Rapid fire: Paper vs. digital and what “wet state” means
07:15 – Operational challenges and detailed instructions
09:40 – Why confirming signature formats before the appointment is critical
10:50 – Challenges when working with out-of-state title companies
11:50 – Signature requirements in commercial and business closings
12:55 – How Joleana built her expertise and staying up-to-date
13:45 – Joleana’s top advice for improving closing success rates
14:35 – The “cheat sheet” every notary should have
15:45 – Why representing yourself, the hiring company, and the lender matters
16:35 – Final thoughts
Connect with Guest:
Email: singletonsnotaryservice@gmail.com
#NotaryLife #LoanSigningAgent #ClosingSuccess #RealEstateClosings #ClosingMarketWeekly