Category: Quick Hits

In this video, Carl White sits down with Owen Lee, Vice Chair of the MBA and CEO of Success Mortgage Partners.

Fresh from the MBA’s annual convention in Denver, Owen shares valuable updates and predictions for the mortgage market, including interest rate forecasts and origination trends.

Don’t miss out on the chance to download the accompanying slides packed with data to share with your referral partners and enhance your marketing efforts.

Download the slides here.

For more tips, strategies, and scripts – we invite you to a completely FREE DEMO call here.

In this video, Carl White and Kevin Broughton dive into the concept of the “Truth Score,” a personal accountability tool designed to help you evaluate your daily performance in the mortgage industry.

Our host shares the acronym TRUTH, breaking down each component:

• T for Tenacity: How fiercely did you tackle your day?
• R for Ritual: What daily success plan did you adhere to?
• U for Unwavering Commitment: Are you mentally all in for your mission?
• T for Tracking: Did you keep track of your leads and thank your sources?
• H for Heart: Did you approach your day with kindness and passion?

Join us as we explore the importance of self-assessment and commitment in achieving success.

Download the excel sheet for FREE at www.KevinTruthScore.com

In this video, Carl White dives into the importance of realtor referrals for loan officers.

He discusses the stark contrast between the closing rates of social media leads and realtor referrals, revealing why focusing on real estate agents can significantly boost your business.

Discover why marketing to real estate agents is the best strategy for closing more loans.

For more tips, strategies, and scripts – we invite you to a completely FREE DEMO call here.

In this video, Carl White shares valuable insights on the current state of mortgage rates and how to effectively communicate with your clients.

Discover the good and bad news surrounding recent Fed rate drops and learn why now might be the perfect time for your clients to consider refinancing or purchasing a home.

Carl also introduces a brilliant strategy shared by Owen Lee, demonstrating how to visually compare past and present rate sheets to highlight significant savings.

He emphasizes the importance of understanding that as rates decrease, home prices may rise, and why it’s crucial to inform your prospects about this trend.

Don’t miss out on the opportunity to enhance your client conversations and boost your conversions!

Plus, Carl invites you to check out the re-recorded one-hour State of the Union with Owen, packed with essential information about the mortgage industry, including a major threat that many loan officers may not be aware of.

Watch now to gain insights that can help you succeed in today’s market!

For more tips, strategies, and scripts – we invite you to a completely FREE DEMO call here.