Podcasts

Making A Transition – Part 3

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 any questions about making your own transition, or how to identify if you need to make a switch, visit LOJobHelp.com.

Making A Transition – Part 2

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 any questions about making your own transition, or how to identify if you need to make a switch, visit LOJobHelp.com.

Making A Transition – Part 1

What happens when you find yourself thinking that it may be time for a change? It may be to another team or a whole new company. Or it may be a change within yourself. How do we know when it’s the right time to jump into action?

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 1 –
• Identifying your ”Why?”
• How to make an honest assessment.
• Identifying your desired work environment.
• Are you self-sabotaging yourself?

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

If you have any questions about making your own transition, or how to identify if you need to make a switch, visit LOJobHelp.com.

Going From 4 Loans To 24 Loans Per Month

On this newest edition of Loan Officer Freedom, the #1 Podcast For Loan Officers in America, you will hear call interview Kory Kavanewsky, a loan officer that closed $116 Million in loans last year and one of our leaders in The Freedom Club for Loan Officers.

• You’ll hear what his team looks like
• How to go from 4 loans per month to 24 loans per month (like he did)
• What he sees as his “secret sauce” for epic growth and bringing in more business.

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

Teaching Classes to Engage New Real Estate Agents

Looking for another way to engage with Real Estate Agents? Want to impress a few top producers with your amazing intellect? Teach a CE class! Or any class that helps Real Estate Agents market or understand mortgages better.

In this podcast we will discover how Katie White used Lunch & Learns and CE classes to increase her production by 300% in just 12 months.

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

• CE Classes or any type of class? Where to start.
• What type of content and where to get it
• How to get butts in the seats, by involving your favorite title company.
• How to turn classes into loans (FOLLOW UP)
• What the follow up looks like and who does it
• How often should you teach the classes
• What do you do if someone asks questions you don’t know the answer to
• How to handle the increase in business, so you can teach more classes