Category: Podcasts

 

As Loan Officers or Branch Managers, it’s commonplace to know you “need” to be available 24/7 to answer calls, send out pre-approval letters, attend open houses, etc. But is that really how we need to be operating our business?

On this episode of Loan Officer Freedom, the #1 podcast for Loan Officers, I sit down with my dear friend Jen Du Plessis, a follow Mortgage Industry leader, as we discuss why being available 24/7 isn’t the way you should operate your mortgage business and how we’ve been able to turn our professions into what I like to call a lifestyle business. A business model that allows us to run a successful mortgage business with epic results without having to work nights and weekends.

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

Jen Du Plessis
CEO
Jen Du Plessis, LLC

 

One of the biggest mistakes we find a lot of loan officers doing is leaving opportunity on the table. Some loan officers believe offline lead generation is the best way to get in front of the customer and is the only way you should be marketing. While others believe the modern, convenient, and easiest way to get in front of the customer is by using online marketing tactics. My response every time to these statements is…do both! Combine your efforts so there is no opportunity left on the table.

On this episode of Loan Officer Freedom, the #1 podcast for Loan Officers, I’m talking to my good friend and business partner, Chris Johnstone, who is a master of online marketing. What he and I have done is combined our expertise from both an online and offline marketing perspective to get the best of both worlds. We use both online and offline marketing strategies to get in front of our customers by:

• Marketing to our past clients.
• Marketing to potential referral partners.
• Marketing directly to the consumer.

In this episode, you’ll learn

• Which 3 campaigns you can use on Facebook today.
• How quickly you can expect to get leads & how quickly those leads turn into closings.
• How to use Facebook & traditional offline marketing tactics together.

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:

Chris Johnstone
CEO
Connection Incorporated

 

In this three-part series, Carl White and branch manager/top LO Adriana Bates help map out the best way for you to find success in your business, whether you stay where you are, or branch out on your own.

The final episode of the series addresses that you did the thing, and now you’re a standalone Loan Officer. What now?

Tune in as Adriana details what exactly she did to hit the ground running when she started her own branch, and how she kept her old referrals while adding new clients through marketing and automation.

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

 

Do you really need a better price to compete? On this episode of Loan Officer Freedom, the number 1 podcast for Loan Officers in the world, I speak to my mentor and business partner, Kevin Gillespie about how to handle leads calling to ask about your rates. One thing to understand is that we all get shopped sometimes and no one has the “best rates”, but the key is to have balance. There are three key items to take note of in order to have balance…

• At what level are you priced
• Your compensation
• Your support & services

When you work on having around balance it’ll make the conversation around “what’s your rate” that much easier. Want to know how to have that balance? We discuss that and more on today’s episode.

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:

Kevin Gillespie
Regional Manager & Branch Manager at SMP

 

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
Senior Mortgage Banker
Bates Mortgage Group