Podcasts

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

In this episode, your hosts, Carl White and his partner Chris Johnstone dive deep into the world of appointment setting with Jennifer Woodland, a key player in our concierge program.

They explore the most effective ways for loan officers to maximize their time and increase their closings through strategic realtor referrals.

Jenn shares insights on how her team reaches out to past clients, pre-approved buyers, and qualified real estate agents to set appointments that lead to more business.

Key topics include:

• The importance of realtor referrals and how to secure them
• The process of setting appointments with past clients and agents
• Tips for maintaining energy and motivation while making calls
• The role of technology and automation in appointment setting

Discover the surprising statistics on closing ratios for social media leads versus realtor referrals, and learn why building relationships with real estate agents is the best use of a loan officer’s time.

Visit LOAppointments.com to learn more about how our concierge program can help you achieve your goals!

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

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

In this episode, your hosts, Carl White and Kevin Broughton dive deep into the essential ingredients for success in the mortgage business. Just like a great soup needs the right ingredients, your mortgage business requires key elements to thrive, especially as we approach 2025.

Join us as they discuss:

• The importance of building a strong team and overcoming the mindset of “doing it all yourself.”
• How internal resources, like a deal desk and underwriter advocates, can streamline your processes and save you time.
• The critical role of technology in enhancing your business and staying competitive in a rapidly changing market.
• The significance of effective training and ensuring it aligns with your goals.
• The value of a supportive culture that prioritizes collaboration and mutual success.

Whether you’re a seasoned loan officer or just starting out, this episode is packed with insights that can help you identify what you might be missing in your business.

Don’t forget to share your thoughts and feedback with us at loanofficerfreedom.com!

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

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 dives into an innovative concept called the “Truth Score,” created by our guest, Kevin Broughton.

This unique self-assessment tool is designed to help loan officers and sales professionals evaluate their daily performance based on five key components: Tenacity, Ritual, Unwavering Commitment, Tracking, and Art.

Kevin shares how he grades himself each day and the importance of being honest in this process.

He emphasizes the need for a daily ritual and unwavering commitment to achieve success in the mortgage industry.

Additionally, he discusses the significance of tracking leads and maintaining a positive attitude in the workplace.

Want to implement the Truth Score in your own life? Kevin has created a handy Excel spreadsheet to help you track your scores! Visit KevinTruthScore.com to get your copy and start your journey toward greater accountability and success.

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

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

In this episode, your hosts, Carl White and Jami discuss the staggering differences in closing ratios between social media leads and realtor referrals, emphasizing the need for effective prospecting strategies.

Discover the three essential groups of real estate agents that every loan officer should focus on: pre-coffee, post-coffee, and the coveted Focus 40.

Learn how to prioritize your calls, maximize your follow-ups, and leverage existing relationships to generate more referrals.

Want more loans? Visit wantmoreloans.com to set up your free coaching call!

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

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

In this episode, your hosts, Carl White dive deep into the common traits of top producers in the mortgage industry with Kevin Broughton.

Join us as we explore the three essential components for success:

1. Product Knowledge: Understanding the ins and outs of mortgage products is crucial, but how do you balance learning with prospecting?
2. Focus and Daily Success Plans: Discover the importance of having a structured daily plan and how to eliminate distractions to maximize productivity.
3. Mindset of a Champion: Learn how to cultivate a winning mindset, overcome self-limiting beliefs, and embrace accountability to achieve your goals.

Kevin shares his insights from over a thousand one-on-one conversations with loan officers, emphasizing that success is engineered, not just a matter of luck.

They also discuss the significance of surrounding yourself with the right people and the power of community in driving success.

Don’t forget to check out the Loan Officer Breakfast Club for more resources and support in your journey!

Learn how to close an extra five loans a month at GetMoreLoans.com

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