In this episode, Don Goettling and Dave Savage discuss:

• AI’s impact on the modern mortgage experience
• Mindsets separating top producers from struggling loan officers
• Consistent, best-practice borrower presentations and advice
• Leveraging Mortgage Coach, Trust Engine, and AI for efficiency
• Future-proofing the housing professional with tech, leadership, and human connection

Key Takeaways:

• Waiting for rates to improve is a losing strategy; top performers focus on gaining market share right now by upgrading skills, habits, and systems.
• Consistently delivering a best-practice borrower experience, options, education, and clear advice creates a durable competitive edge that “rate-and-fee” competitors can’t match.
• AI should not be viewed as a threat, but rather as an essential tool to boost efficiency, enhance the consumer experience, and help professionals have more and better conversations.
• The future housing professional combines technology, emotional intelligence, and leadership to help clients see strategies they’ve “never thought of that way” before.
• Everything that can be automated will be automated, but not human connection.

“Don't treat every borrower at the exact same script… but they're tailoring. They're asking great questions, they're listening, then they're delivering advice.” - Dave Savage

About the guest, Dave Savage:

Dave Savage is the founder of Mortgage Coach, Chief Growth Officer of TrustEngine, and Chairman of FirstHome IQ, where he helps loan officers become AI-powered mortgage advisors who win with advice, not price. With more than 40 years of experience in the mortgage industry, Dave has been at the forefront of helping mortgage professionals evolve from transactional originators into trusted advisors by leveraging technology, borrower intelligence, and data-driven clarity. Through Mortgage Coach and TrustEngine, he has built platforms used by tens of thousands of loan officers to help millions of borrowers make better financial decisions every year. For more than 15 years, he has interviewed top producers, managers, and executives through the Mortgage Coach YouTube channel, while also sharing daily insights through The Uncommon LO and publishing the Modern Mortgage Leadership newsletter. Passionate about financial literacy and homeownership education, Dave also co-authored Savage Code with his son Jack, a book focused on building a life defined by purpose, fulfillment, and sustainable success.

Connect with Dave Savage:

Website: https://linktr.ee/SavageInsights 

Facebook: https://www.facebook.com/groups/thetrustengine 

LinkedIn: https://www.linkedin.com/in/davesavage/ 

TikTok: https://www.tiktok.com/@uncommonlo 

YouTube: https://www.youtube.com/@mortgagecoach 

Book a Mortgage Coach NextGen demo: trustengine.com/demo 

Connect with Don Goettling:

Website: https://www.salesmasteryevent.com/ 

Facebook: https://www.facebook.com/don.goettling/ 

LinkedIn: https://www.linkedin.com/in/don-goettling-8ba05a50/ 

Instagram: https://www.instagram.com/dongoettling24/ 

Show Notes by Podcastologist: Hanz Jimuel Alvarez

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Don Goettling and Craig Davis discuss:

• Authentic leadership and staying true to yourself
• Vision, mission, and values as a foundation in a chaotic market
• The 90-day sprint framework for creating momentum
• Shifting from being a commodity to being a problem solver
• Confidence, fear, and reframing in sales and business growth

Key Takeaways:

• Without a defined vision, mission, and values, even high performers eventually burn out.
• In a market full of noise and empty hooks, authenticity and clarity about who you are and what you stand for become a competitive advantage.
• The fastest way to more referrals is not “being available 24/7” but becoming memorable for solving a specific, high-value problem for a clearly defined ideal client.
• Confidence is built by anchoring in past wins and preparedness, then reframing new challenges through that lens instead of letting uncertainty drive fear.
• Events, masterminds, and structured 90-day sprints help pull you out of your echo chamber, convert short-term motivation into real momentum, and create more joy in your business.

“Fear comes from the future. Fear comes from uncertainty. What am I uncertain of? That's what creates fear.” - Craig Davis

About the guest, Craig Davis:

Craig Davis is an executive coach, speaker, and podcast host who helps leaders reduce stress, execute strategy, and maximize performance. With more than 20 years of experience spanning sales and leadership, he specializes in helping executives, entrepreneurs, branch leaders, and sales professionals create intentional growth and lead with confidence. Through Ascend Xperience, strategic planning workshops, keynote speaking, and the Talking Shift Podcast, Craig empowers individuals and teams to “Make Shift Happen” by combining practical leadership strategies with authenticity, accountability, and purpose-driven execution.

Connect with Craig Davis:

Website: https://www.ascendxc.com / and coachcraigdavis.com 

LinkedIn: https://www.linkedin.com/in/craig-davis-ascendxc/ 

Talking Shift Podcast:  https://open.spotify.com/show/3FrnO79RfhkMc2iSQN14KM?si=ec1af3e7c1884863&nd=1&dlsi=fced9a1c7b14432b 

Free Stuff from Craig: https://www.ascendxc.com/free 

Connect with Don Goettling:

Website: https://www.salesmasteryevent.com/ 

Facebook: https://www.facebook.com/don.goettling/ 

LinkedIn: https://www.linkedin.com/in/don-goettling-8ba05a50/ 

Instagram: https://www.instagram.com/dongoettling24/ 

Show Notes by Podcastologist: Hanz Jimuel Alvarez

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

With decades of experience across mortgage, real estate, sales, and media, Momentum Builder exists to educate, engage, and empower leaders navigating a constantly shifting market. Don Goettling—CEO of Momentum Builder and a recognized market leader in housing marketing and events—leads conversations that cut through noise, challenge outdated thinking, and spotlight what’s actually driving the industry forward.

As economic journalists and long-time TV and radio hosts, the Momentum Builder podcast debunks media myths and provides clear, informed market insights, trends, and forward-looking perspectives. This isn’t motivation for motivation’s sake—it’s about creating real momentum.

Raw conversations. Real insights. Real progress.