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How To Build A Team For Ultimate Growth – Episode 19

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How To Build A Team For Ultimate Growth

If I could only tell you one thing to help you grow your biz, it’s this: Don’t buy into the myth that YOU have to be the one who does everything from lead gen to locking the deal to chasing docs to be able to successfully close the deal, ensure top notch customer service, and keep your referral partners happy.

Carl White and Brian Heckman dive into part 2 of Brian’s business model to give you a 360 degree view of how Brian set up his A-team! As a producing branch manager, Brian has fine-tuned his business model to allow his LOs to do what they do best – sell – and not get caught up in the minutia of the loan process.

By putting key positions into play, Brian’s business flourishes year-round (even during the “slow months” of the year) with a streamlined loan process that closes loans AHEAD of schedule (which his clients and referral partners love)!

Here’s a taste of what Carl and Brian discuss in this episode:

  • Mindset: The evolution of a loan officer
  • Dividing sales activities and fulfillment activities
  • Team roles and responsibilities mapped out
  • Knowing what’s in your wheelhouse for delegation
  • How to create complete clarity within a team structure

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

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A Daily Success Plan: Creating Structure For Massive Growth- Episode 18

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A Daily Success Plan: Creating Structure For Massive Growth

On the this #1 rated podcast for LOs, Carl White is joined by longtime friend and wildly successful loan officer, Brian Heckman! Brian lived the snowball effect day in and day out until he discovered an easier and more profitable way to run his business and structure his day-to-day activities.

You’ll get a full glimpse into the action plan that Brian has setup Monday-Thursday that created the structure his business was lacking, and in turn, enabled him to reach his ultimate goal of having time, financial and relationship freedom while running an ever-growing business!

Here’s a taste of what Carl and Brian discuss in this episode:

  • How to go from closing 5 loans a month to 10+ a month
  • 3 intentional daily action items that are a “must do” for success
  • Scripts for reaching out to agents and current/past clients
  • The importance of building structure to create freedom
  • Brian’s blueprint for setting your week up for optimum results

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

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5 Strategies For Maximizing Realtor Referrals – Episode 17

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5 Strategies For Maximizing Realtor Referrals

Dave is the Founder of Mortgage Coach, and has over twenty-seven years of experience as a mortgage executive, business leader, and mobile technology pioneer. As a mortgage industry leader, Dave has been a speaker at many major industry events, and before Mortgage Coach, Dave was one of the nation’s top loan originators and President of a national mortgage company.

Here’s a taste of what Carl and Dave discuss in this episode:

  • Dave’s 5 strategies for increasing referrals into closed loans
  • Taking referrals and converting them into clients for life
  • How to create a competitive advantage in your local market
  • Figuring out what is hot in your market and “productizing” that angle
  • How to get even more referrals from your current realtor partners

Click Here for a copy of the full article that is mentioned in this episode.

For more information about Dave Savage and his services, go to MortgageCoach.com

 

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How to Triple Your Business as a Brand New LO- Episode 16

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How to Triple Your Business as a Brand New LO

New to the mortgage biz and having a hard time getting ramped up to the level of production you’d like to be at?

On the next #1 rated podcast for LOs, Carl White is joined by Eddie Fooshang, an LO out of Houston, TX who went from closing 1-2 loans per month 2 years ago when he first started in the mortgage biz to currently closing 12-14 loans per month!

Eddie is going to share exactly what he did to create the business of his dreams – including the pivotal moves he made that boosted his biz (so you can swipe them and put them into action!), the biggest mistakes he made that cost him time and money (so you can avoid doing them!), and the key elements that enabled him to create an ever growing mortgage biz (a complete game changer for a new LO fresh out the gate!).

Here’s a taste of what Carl and Eddie discuss in this episode:

  • Creating an identity for success
  • Reverse engineering your goals to create a plan of action
  • Tips for expanding your biz – what to avoid & what to focus on
  • How to build relationships with top agents when you’re brand new to the biz
  • How to build a network of realtors by doing 3 things consistently

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

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How to Create Time Freedom in Your Business- Episode 15

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How to Create Time Freedom in Your Business

Nights and weekends (AKA “me” time) – That sacred time you get where you can choose to do whatever you want with whoever you want, unwind, and recharge your batteries so you’re on your A game for the work week ahead.

But, as we all know when it comes to the mortgage biz, preapproval letters don’t take nights and weekends off and to keep our clients and agents happy, it’s imperative to make sure they have those letters when they need them.

On the next #1 rated podcast for LOs, Carl White is joined by Jerry Williams, a seasoned LO out of Dallas, Texas who used to struggle with balancing staying present during nights and weekends due to having to generate preapproval letters at random times and on short notice. Jerry shares his ground breaking solution that not only changed his life and business, but enabled his agents to have access to the letters whenever they need them (while Jerry is off enjoying his “me” time)!

Here’s a taste of what Carl and Jerry discuss in this episode:
•The main problem loan officers face and a killer solution for it
•Creating balance between work and home life
•How to eliminate being your own bottleneck
•A tool that allows the borrows to be empowered around the numbers
•Preventing mistakes and enabling agents to be in control

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

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The Secret Weapon- Episode 14

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The Secret Weapon

How would you like to know every time one of your past clients is looking to get a new mortgage… automatically?
In this episode, you’ll see a super stealth tool that Carl is setting up in his own branch that is just way too cool for him not to share it with you.
Carl White interviews James Borden, a Mortgage Client Retention Strategist from RetainYourClient.com. James details his solution for not letting any past clients slip through the cracks to help you become their lender for life!
Here’s a taste of what Carl and James discuss in this episode:

  • A clever way to stay in front of your past clients
  • Scripts for recapturing past clients
  • How to get a 30%-60% conversion rate when following up with past clients
  • The importance of brand recognition in the mortgage industry
  • Why avoiding making phone calls will cost you in the long run

To check out the ins and outs of how this system works visit RetainYourClient.com

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How to Jump-Start Your Career as a Brand New LO- Episode 13

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How to Jump-Start Your Career as a Brand New LO

As a brand new LO, breaking into the mortgage biz can be a daunting and sometimes downright frustrating endeavor – What do you do first? How do you get the “in” you’re looking for with a company? How do you set yourself apart from all the other newbies trying to break into the biz?

On the flip side – Branch managers are constantly faced with the decision to hire seasoned LOs or newbies fresh out the gate. Both have their advantages and disadvantages, but knowing what those are and how to prepare for them is the key to building a profitable branch.

On the next #1 rated podcast for LOs, Frank Garay from The National Real Estate Post and Carl White discuss this ins and outs of breaking into the Mortgage Biz as brand new LO and give you an inside look from a Branch Manager’s perceptive when it comes to acquiring and hiring new talent!

Here’s a taste of what Carl and Frank discuss in this episode:

  • How to break into the biz as a brand new LO
  • Building a foundation to gain an advantage over the competition
  • The pros and cons of hiring seasoned LOs vs newbies
  • Training newbies – putting in the time to see results
  • Having “skin in the game” to build for the future

Check out Frank’s New Loan Officer University NewLoanOfficerU.com

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Top Producing LO Shares His Success Secrets-Episode 12

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Top Producing LO Shares His Success Secrets with Craig Bland

 
On the next #1 rated podcast for LOs, you’ll get an inside look at what Craig Bland’s team did to catapult their business forward and secure a steady stream of referrals rolling in. Craig dives into the ins and outs of his business model and shares helpful tidbits that you can immediately plug into your business to see even more success!
Here’s a taste of what Carl and Craig discuss in this episode:

  • How to free up your time and avoid getting caught in the minutia
  • Crucial roles for team building and business growth
  • The art of letting go and adapting a new mindset
  • Scripting for new clients and delegating 1003s
  • How to build relationships with agents – the dos and dont’s

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

Sign up here for the Atlanta 1-Day Event September 20, 2017

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“Fishing for Whales” – How to Approach Working with Top Agents- Episode 11

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“Fishing for Whales” – How to Approach Working with Top Agents

When it comes to working with tops agents, why is it that some LOs successfully build solid referral partner relationships while others can’t seem to get a foot in the door?

In this episode of the #1 rated podcast for LOs, Carl White and Ralph Watkins show you a “behind the scenes” look at what they do to not only build relationships with top agents, but ensure they get consistent referrals from them time after time!

Here’s what you’ll learn in this episode:

• How to qualify agents for optimal results
• Tips for building relationships that produce referrals
• The mindset behind overcoming the fear of rejection
• Co-marketing with agents — when is it a good match?
• The 3 actions that create a loyalty dynamic with top agents

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

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How to Use Systems & Automation to get a Massive Footprint Fast- Episode 10

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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

 

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