Episode Details

In this LoanOfficerPodcast.com episode the host Chris Johnstone… speaks with Pamela Beattie and Jeffrey Anklam of Waterstone Mortgage in Appleton, Wisconsin, about how they combine AI search optimization, local SEO, online reviews, and consistent content marketing to generate new mortgage business. With more than 17 years at Waterstone Mortgage, a team of 13, and production up approximately 40% year over year at the time of the interview, they share how their marketing strategy is helping them grow in a competitive mortgage market.

Jeffrey explains that their team is closing 3–4 mortgage deals per month through AI-driven leads and has accumulated more than 400 five-star Google reviews. They discuss how consistent online visibility, YouTube content, podcasting, short-form videos, and answering borrowers' questions can help mortgage professionals become more discoverable through AI-powered search.

In this episode, you'll learn:

•⁠  ⁠Generate AI Leads – How they attract 3–4 mortgage deals monthly through AI search.

•⁠  ⁠Build Online Visibility – How Google reviews, YouTube, podcasts, and short videos support discoverability.

•⁠  ⁠Combine AI With Relationships – How client referrals and Realtor partnerships help sustain mortgage growth.

Listen to the full episode to learn how Pamela Beattie and Jeffrey Anklam are adapting their mortgage marketing strategy for AI-powered search. Apply these lessons to strengthen your online visibility, attract better-fit prospects, and build a more sustainable mortgage business.

If you found this episode valuable, please leave LoanOfficerPodcast.com a 5-star review and share it with another loan officer or mortgage professional who wants to grow through AI and digital marketing.

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