How to Use Systems & Automation to get a Massive Footprint Fast

Did you know that in the average loan process there are 115 steps? That’s 115 i’s to dot and t’s to cross, and that’s just for one file!
With so many moving parts, systems and automation become a key factor for creating a seamless flow from file to file, and help…

• Your loans close on time, or even early! (#1 thing agents want from a lender)
• Ensure your clients and agents get amazing communication throughout the loan process. (#2 thing agents want from a lender)

In this episode of the #1 podcast for LOs, Carl White and Mike Gulitz dive into:

• The #1 thing that holds most LOs back: Reactive Mode vs. Proactive Mode (02:52)
• Creating Systems and Automation that support continual growth (10:35)
• Building for the future — key elements for taking your business to the next level (28:39)

Step 1: See Demo of Jungo Here

Step 2: After Demo (or if you already have Jungo) schedule strategy session to go over scripts here: LoanOfficerStrategyCall.com

Closing Even More Loans in Even Less Time

Do you dread walking into the office every morning because you know as soon as you take a step inside, the floodgates will open, and you’ll spend the majority of your day just trying to stay afloat?

It doesn’t have to be that way.

In this episode of the #1 Podcast for LOs, you’ll learn an easy, yet powerful exercise that’ll help you de-clutter your workload to hone in on the activities that you actually LIKE to do (and have a knack for) all while closing even more loans!

Here’s a breakdown of what you’ll learn in this episode:
• An exercise to fine-tune your work day – The Ax of Freedom
• Designing the business you’ve always wanted
• Hiring strategies for your current needs
• The mindset behind growing a successful business
• “Front of the line pass” script to use with agents and clients

If you have questions about this topic, set up a free strategy call with one of our coaches at loanofficerfreedom.com/strategycallrequest

Want to discover how to overcome the in-house lender when you’re not it?

In this episode of the #1 Podcast for LOs, Ralph Watkins and Carl White map out how to approach a real estate office – that already has an in-house lender – so that you get most of their referrals.

Here’s a breakdown of what Carl and Ralph cover in this episode:
• Solutions for bypassing the “gatekeeper” (AKA receptionist)
• How to find the top agents in any real estate office
• Carl’s script for the classic line: “I already have an in-house lender that I work with.”
• The 3 things all agents are looking for when working with an LO
• Why “Sweet Water Well” marketing is the key to building relationships
If you’re an in-house lender, don’t worry, we’ve got your back too! You’ll see how to capitalize on your inside advantage, and it’s easy… (25:26)

If you have questions about this topic, set up a free strategy call with one of our coaches at loanofficerfreedom.com/strategycallrequest

How To Close Even MORE Loans With Rising Rates

In this episode of the #1 podcast for LO’s you will discover specific “How To’s”.
How to set yourself apart from other loan officers during times of rising rates so that you still get even more loans coming in.
1. Strategies for answering the classic question of “What’s your rate?” (04:21)
2. The one question you must always ask agents when you have that 1st meeting with them that will help you get that first referral from them. (18:04)
3. How to answer your client when they ask “Should I float or lock?” (20:39)
(get this one right, you’re a hero, get it wrong and it could be a disaster…)

Here is the link the Barry and Carl give to get your Free Gift
“No Stings Attached”  mbshighway.com/t/freedomclub

Attracting Top Agents
There are 4 stages to attracting top agents

• Identifying
• Qualifying
• Converting
• Securing

Knowing the stages is the easy part, but knowing the action steps within each stage is what will set you apart from all the other LO’s knocking on the top producers’ doors.
In this episode, we’re joined by industry expert Ralph Watkins, who will guide us through the ins and outs of each stage, explore the benefits of having a comprehensive plan in place, and link together the importance of making small tweaks in your approach to see epic results.
Go here to listen right now at: (Get it on iTunes here or Download it here)
Here’s a glance at what Carl and Ralph discuss in this episode:

• The 4 stages to attract top agents
• How to develop relationships into results
• Fine-tuning your mindset for success
• How to categorize top agents into 3 specific groups
• Coffee meetings – making the right impression & topics to avoid
• And much more!!

If you have questions about this topic, set up a free strategy call with one of our coaches at loanofficerfreedom.com/strategycallrequest