Category: Podcasts

 

How To Scale Your Business Through Automation

One of the hardest things about being a Loan Officer is trying to find the balance between Loan Getting activity, and business fulfilment activity. Don’t you wish there was an easy way to eliminate all your “busy work” so that you can focus on getting more referrals and closing more loans?

We’ll let you in on a little secret: There absolutely is an easy way to do that. It’s called a CRM.

In the latest episode of the #1 podcast for LO’s, Carl White and Wes Oliver discuss the life-changing benefits of utilizing a CRM, and how Wes increased his closing rate by almost 400% in the first 3 weeks he had his CRM up and running.

In this episode, you’ll learn:
– What a CRM is
– Why your business needs one
– How to increase overall productivity with a CRM
– How to blend your CRM with follow-up methods you’re already using
– How to customize your CRM to your business

And best of all:
– How to free up your time for loan getting activity through CRM automation

If you have questions about how to implement your own strategy, set up a free strategy call with one of our coaches at loanofficerfreedom.com/strategycallrequest

 

Turning On-Line Leads To Closings…Using Automation

This may be one of the coolest things I have seen in my almost 20 years of loan origination… and I think I have seen it all!
This is a must listen to episode as I interview a true legend of online lead conversion, the guru himself, Costas Peppas.
After you have listened to the podcast, one of the things we talked about can be found at AgentLegendLO.com

 

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.