Making A Transition (Part 2) – Episode 55

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So, you’ve made a list of your expectations for yourself, your team, or your employer. You’ve spoken with your boss or team and set a date for when those expectations should be met – and guess what? That day is here. You’ve made the decision, you’ve dealt with your fears. What’s next?

In this three-part series, we talk with Adriana Bates, a Loan Officer and Branch Manager, about the steps she took when it was time for her to make a transition. We’ll take out all the guesswork with her detailed guide about what to do and when to do it, and how to make that tough decision.

Here’s a taste of what we’ll go over in part 2 –
• How to deal with the Fear of making a change in your business.
• Setting up a backup plan.
• How to be transparent about you transition and why it’s better for your clients.
• How to really sell your team and promote YOU Inc.

We’ll also talk about how to keep your successful momentum going while putting yourself in a better situation.

If you have questions about this topic, set up a Free Strategy Call with one of our coaches at LoanOfficerFreedom.com/StrategyCallRequest

About Our Guest:

Adriana Bates - Carl White - Making A Transition - Should I Stay Or Should I Go

Adriana Bates
Senior Mortgage Banker
Bates Mortgage Group

Making A Transition (Part 1) – Episode 54

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Have you ever found yourself thinking that it may be time for a change in your work environment? The change may be to a new team or another company. How do we know when it’s the right time to make the change, and what steps do we need to take before we transition?

That’s what I’m talking about today! In this three-part series, I speak to my good friend Adriana Bates, a Branch Manager at Bates Mortgage, about the steps she took when she realized she needed to make a transition to a new company. If you’re considering making a transition yourself, stay tuned. We take out all the guesswork as we share a detailed guide about what to do, when to do it, and how to make it through to the other side successfully.

We’ll review:

  • How to identify your desired work environment
  • Identifying your “why”
  • How to stay successful and professional while positioning yourself for a transition

If you have questions about this topic, set up a Free Strategy Call with one of our coaches at LoanOfficerFreedom.com/StrategyCallRequest

About Our Guest:

Adriana Bates - Carl White - Making A Transition - Should I Stay Or Should I Go

Adriana Bates
Senior Mortgage Banker
Bates Mortgage Group

How You Can Become Even More Referable – Episode 53

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How do you get more referrals from the activity you’re likely already doing? That is what I’m discussing on today’s episode of Loan Officer Freedom, the #1 podcast for Loan Officers. Today, I speak to a very special guest, Doug Cadaret. Doug and I have known each other for years now and I’m happy to say on this episode he will share the 4 questions you need to keep in mind in order to attract and retain referral partners.

Doug will share his thoughts around:

  • How LOs get more referrals from the activities they’re already doing.
  • Being intentional with your actions
  • How you should define a successful transaction

If you have questions about this topic, set up a Free Strategy Call with one of our coaches at LoanOfficerFreedom.com/StrategyCallRequest

About Our Guest:

Doug Cadaret
Co-Founder, Agent Mastermind University

How To Go From Zero – Ten Or More Closed Loans Per Month! – Episode 52

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If you’re new or just getting back into the industry, this episode is for you! On today’s episode of Loan Officer Freedom, the #1 podcast for Loan Officers, I talk to Gabe Winslow about he went from closing literally zero to more than 10 loans per month in just 18 months! If you’re looking to get started as a loan officer, or even ramp up your business as an experienced loan officer, this is your roadmap. We’re talking about all of the activities that need to happen in order to close several loans per month and get to that point quickly.

I had the pleasure of meeting my new friend, Gabe, at a recent Freedom Club event we held in Dallas, Texas and boy oh boy, did he implement the strategies we taught! We’ll discuss the exact strategies he’s used to get him to where he is today including:

  • Thor’s Hammer
  • The Just Ask Campaign
  • Getting over the fear of rejection

If you have questions about this topic, set up a Free Strategy Call with one of our coaches at LoanOfficerFreedom.com/StrategyCallRequest

About Our Guest:

Gabe Winslow
Loan Officer
Mortgage Solutions

How To Originate VA Loans – Episode 51

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Are you trying to help the military community? On today’s episode of Loan Officer Freedom, the #1 podcast for Loan Officers, I sit down with a very special guest Mr. VA Loan himself, Ken Bates. I had the opportunity to meet Ken at a NAMB meeting in California and encouraged him to join me here on the Loan Officer Freedom podcast.

Ken has been in the mortgage industry for 15 years and is now a Branch Manager based out of beautiful San Diego, California. He was in the US Navy for more than 20 years and I want to be the first to say, thank you for your service. With his experience in the Navy it’s no surprise that he is known as Mr. VA Loan. Today, we will discuss:

  • How Loan Officers can originate VA Loans
  • How to really get the most out of VA benefits
  • How you can become specialized in VA loans

About Our Guest:

Ken Bates
Branch Manager
Military Home Loans

Ken Bates is an industry expert on VA loans, working with veterans and Real Estate professionals to get the most out of their VA benefits.

What Is Your One Thing – Episode 50

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On this edition of Loan Officer Freedom, the #1 Podcast for Loan Officers in the world, we have a very special guest, Ralph Watkins, the man who helped Carl get into the Mortgage Industry. On this episode, Carl and Ralph will discuss how to map out and reverse engineer your actions so you can find your “one thing.” The ONE THING that is going to make you the most amount of money in your business.

What is that one thing for you? About 90% of Loan Officers think their one thing is:

  • Taking applications
  • Going to closings
  • Meeting with realtors or listing agents

Listen in to find out exactly how you can map out your actions and find the one thing you do that gets you the most amount of money.

If you have any questions about this topic, set up a Free Strategy Call with one of our coaches at loanofficerfreedom.com/strategy/callrequest

About Our Guest:

Ralph Watkins

How To Use Video Marketing In Your Business – Episode 49

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On this edition of Loan Officer Freedom, the #1 Podcast for Loan Officers in the world, we talk to Christine Haas about video marketing. Christine spent 17 years in broadcast journalism and has received numerous accolades including winning more than 15 Emmy Awards! She is a wealth of knowledge when it comes to video broadcasting and being on camera. Today, we discuss all things video marketing and how it will move the needle forward for your business.

Christine will go in depth about:

  • What kind of videos should you record
  • How video marketing engages your audience
  • The ideal length of time for your videos

If you have questions about this topic, set up a Free Strategy Call with one of our coaches at LoanOfficerFreedom.com/StrategyCallRequest.

About Our Guest:

Christine Haas
Founder
Christine Haas Media

How To Avoid Distractions – Episode 48

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On this edition of Loan Officer Freedom, the #1 Podcast for Loan Officers in the world, we have a special guest, Mr. Mike Cardascia. Mike is our Mortgage Marketing Animals team member, script, and strategy guru. Today, we discuss how our listeners can avoid distractions and complete marketing activities that will help you run a successful business.

Carl & Mike share their thoughts about:

  • What the shiny whistles, or distractions, are in your business
  • Why loan officers don’t call their past database & what will help
  • Half-built bridges – completing a marketing activity through to completion before moving on to another strategy.

If you have questions about this topic, set up a Free Strategy Call with one of our coaches at LoanOfficerFreedom.com/StrategyCallRequest

About Our Guest:

Mike Cardascia
Director of Business Expansion
Mortgage Marketing Animals

Quicken is the Number 1 Mortgage Firm – Episode 47

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On this edition of Loan Officer Freedom, the #1 Podcast for Loan Officers in the world, we sit down with Robert Fillyaw. Robert is a dear friend, Freedom Club leader, and a Loan Branch Manager with AnnieMac Mortgage. Together with his team, Robert, closes nearly 60 loans per month.

Today, Carl and Robert discuss why they both believe Quicken is the best. Both have learned so much from Quicken and have put some of the company’s practices into their own business. Much of the conversation focuses on providing a convenient service to customers and that the systems and the people are what builds a strong mortgage business.

Robert shares his thoughts and experiences on:

  • The promotion of convenience in Quicken’s advertising.
  • His branch’s process when a customer calls looking for an application.
  • Assessing personality traits when hiring.
  • How he manages to consistently close so many deals each month.

If you have questions about this topic, set up a Free Strategy Call with one of our coaches at LoanOfficerFreedom.com/StrategyCallRequest

About Our Guests:


Robert Fillyaw
Branch Manager
AnnieMac Home Mortgage

Robert is a Branch Manager Robert is a Branch Manager who specializes in finding the right loan for his clients. He especially enjoys working with first time home buyers along with his more experienced clients. With more than10 years of lending experience, he focuses his efforts in Gainesville and the surrounding areas.

How To Attract Top Talent – Episode 46

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How To Attract Top Talent

On this edition of Loan Officer Freedom, the #1 Podcast for Loan Officers in the world, a very dear friend of mine (known each other for years) Rayce Robinson out of Orlando, Florida. Rayce is a mortgage broker that has his own company, Mid Florida Mortgage Professionals, and has done very well for himself. He also happens to be a leader in the Freedom Club.

In this episode, you’ll learn how Rayce has built his own team, and more specifically:

  • Where to find a team
  • Where to place the ads
  • Video ads that attract top talent

If you have questions about this topic, set up a Free Strategy Call with one of our coaches at LoanOfficerFreedom.com/StrategyCallRequest

About Our Guests:

Rayce Robinson
Senior Mortgage Loan Officer
Mid Florida Mortgage Professionals

Rayce is a lifelong resident of “The Sunshine State”. He loves living in Florida and the Florida lifestyle. When Rayce isn’t busy helping clients, he can be found spending time with his wife and three children, hiking, surfing, and playing tennis. He and his family also support many local activities throughout their community and through their church.