Podcasts

Episode 575

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White.

In this episode, Carl sits down with co-host Kristin Simpson to break down the real math behind hiring a dedicated caller. They share how one simple role can put you in front of hundreds of top-producing agents every year without you having to make a single cold call yourself.

You’ll hear why even just one appointment a day can add up to massive closings, how to find callers in the right places without overpaying, and the exact scripts and meeting structures that convert Zoom appointments into steady referrals.

If you’ve ever wondered whether bringing on a caller is worth the cost, this conversation shows how the numbers stack up in a way that can completely change your pipeline.

Want to see how many meetings you really need each month to hit your closing goals? Grab your free custom plan at DailySuccessPlan.com.

Episode 574

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White.

In this episode, Carl sits down with co-host Kristin Simpson to tackle the big question on everyone’s mind: “Is AI really taking over the mortgage world?” They share where the technology is making a real impact, like answering phones and setting appointments, and where it falls short, such as taking full applications or producing real loan conversations.

You’ll hear why AI-generated content isn’t the magic bullet for closings, how to focus on the conversations that actually matter, and why your past client database is still the biggest untapped source of free business.

If you’ve been curious about how to use AI without losing sight of what truly drives closings, this conversation will give you clarity on how to combine powerful tools with proven fundamentals.

Want proven scripts and strategies to help you close more deals from the leads you already have? Grab your free strategy call at DailySuccessPlan.com.

Episode 573

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White.

In this episode, Carl sits down with Kristin Simpson to tackle one of the most common and misunderstood questions in the business: “How many leads do I actually need to hit my closing goals?” They break down the exact ratios that top producers track, why simply chasing more leads isn’t always the answer, and how to spot the real bottlenecks holding you back.

You’ll hear how to measure the four key stages of your pipeline, where most LOs lose deals, and what small process shifts can instantly boost your conversion rate.

If you’ve been wondering how to close more loans without adding more to your lead count, this conversation gives you the clarity and math you need to make it happen.

Want us to help you close more of the leads you already have? Grab your free strategy call at DailySuccessPlan.com.

Episode 572

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White.

In this episode, Carl dives deep into the real reasons loan officers are feeling exhausted and scattered in today’s market. He breaks down the silent signs of burnout that many LOs are battling—like phone avoidance, fake work, and the feeling of being on an island. Carl shares the powerful 3-part fix that’s helped thousands of loan officers bounce back: daily structure, real support, and being part of a winning community. You’ll hear how small changes, like joining the Call Stars group or plugging into the Alliance, can bring back clarity, energy, and profitability.

If you’ve been feeling stuck or off your game lately, this episode is your lifeline back to enjoying the business and making serious money again.

Feeling burned out? Get your spark back at GetMoreLoans.com.

Episode 571

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White.

In this episode, Carl tackles the hot topic on every LO’s mind: is AI just another shiny object, or is it actually driving more deals? You’ll hear how top-producing loan officers are really using AI to boost speed to lead, nail consistent follow-up, and fill their calendar while they sleep.

Carl also reveals where AI falls flat (hint: it can’t replace you) and why connection still beats automation every time. You’ll walk away knowing which tools are worth your time, which ones to skip, and how to use AI the right way to create more conversations and more closings.

If you’ve been wondering how AI fits into your business without losing the personal touch, this is the episode for you.

Want to see what a top LO’s day actually looks like? Grab Carl’s “Perfect Day” cheat sheet at GetMoreLoans.com.

Episode 570

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White.

In this episode, Carl breaks down what’s really working in mortgage marketing today—and what’s just a big ol’ distraction.

He shares five simple activities that continue to bring in real deals, including warm referrals, status update calls, daily prospecting, authentic personal branding, and smart follow-up automation.

Carl also calls out the things that aren’t moving the needle—like cold leads without a follow-up plan, overly self-centered social media posts, and unfinished funnel fantasies.

You’ll hear why conversations—not tech stacks—are the real key to closing more loans and why structure and consistency always beat out chasing shiny objects.

If you’re looking to simplify your strategy and get back to what actually grows your business, this episode is your roadmap.

Stick around to hear Carl’s personal invitation to a small-group mastermind where you’ll leave with a plan to double (or even triple) your closings.

Ready to double or even triple your closings—without the chaos? Join Carl at the next small-group workshop in Clearwater Beach: MastermindRetreats.com

Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Episode 569

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White.

In this episode, Carl White breaks down the three groups dominating the current “Loan Officer Economy”—the movers, the hopeful but inconsistent, and the stuck—and what sets each apart.

You’ll hear the latest field-level trends from thousands of conversations with LOs, not just theory or social media fluff.

Carl shares the 3 habits the top performers have in common—and why success isn’t about knowledge, it’s about execution.

If you want to go from stuck to consistent closings, this episode may be the mindset shift and action plan you’ve been waiting for.

Join us at MasterMindRetreats.com to scale your mortgage business with a proven plan.

Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Episode 568

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White.

In this episode, your host, Carl White, is joined by industry leader Owen Lee to unravel the mystery behind the Federal Reserve, interest rate changes, and how those decisions are really made.

You’ll learn what the Fed’s dual mandate means (hint: it’s more than just “raise or lower rates”) and why no single person—including the Fed Chair—holds the power most people think they do.

Owen breaks down the Fed’s voting process, how the mechanics of interest rates work like fuel in the economic engine, and why inflation targets aren’t as simple as they sound.

You’ll also hear Carl’s take on why top producers don’t base their business success on what the Fed does—and how smart marketing trumps rate watching.

If you’ve ever been confused about the connection between Fed meetings and mortgage rates, this is the clarity-packed episode you’ve been waiting for.

Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Episode 567

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White.

In this episode, your host, Carl White, sits down with Jerry Byers to uncover a golden opportunity that’s catching many LOs by surprise — homeowners whose HELOCs are now resetting.

These borrowers are about to experience a major payment shock, and most don’t even realize it’s coming. Carl and Jerry break down how you can identify these homeowners (even if you didn’t do the original loan), what to say when you reach out, and how to offer solutions that truly help — while also adding to your monthly volume.

If you’re looking for a timely, targeted way to generate refinance business in today’s market, this episode maps out the exact strategy that top producers are already using.

Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.