Artwork

Content provided by Michael, Michael Kelleher, and Michael Zau. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael, Michael Kelleher, and Michael Zau or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

MikedUp x REALFridays ft. Rick Roque, Brock Cassidy & Jeremy Potter

52:03
 
Share
 

Manage episode 493213157 series 3586307
Content provided by Michael, Michael Kelleher, and Michael Zau. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael, Michael Kelleher, and Michael Zau or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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

  continue reading

52 episodes

Artwork
iconShare
 
Manage episode 493213157 series 3586307
Content provided by Michael, Michael Kelleher, and Michael Zau. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael, Michael Kelleher, and Michael Zau or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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

  continue reading

52 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play