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

 

96% increase in closings with David Krichmar

You hear a lot of people claiming to have doubled their business by doing one simple trick.

If you’re like me, you’re probably thinking “yeah…..right.”

But Freedom Club member David Krichmar actually doubled his business.

And guess what else?

He did it without adding a single extra hour to his workday.

Find out how David increased his closing rate by 96% in the span of a year and secured his spot as the unicorn of the LO world in our latest podcast

In this episode, Carl and David go over what he did, step by step, to reach his goals, so that you can get to that level of awesome too.

After listening, schedule your complimentary strategy call to get even more scripts and a detailed step by step plan mapped out just for you at LoanOfficerStrategyCall.com

 

5 Things That The Top Producers Have In Common

This is the first in a series where Ralph and Carl talk about the 5 things all top producers have in common.

How many of these 5 things are you doing in your mortgage business?

After listening, schedule your complimentary strategy call to get even more scripts and a detailed step by step plan mapped out just for you at www.LoanOfficerStrategyCall.com

 

The Monthly Mixer

Tired of teaching classes and putting together boring power points? Maybe you’ve never taught a class because its just not your thing. Here’s an awesome alternative!

In the next episode of the #1 rated podcast for LOs, in the world. Thanks to you! We chat with Suzanne Downs, a loan officer in Beautiful West Palm Beach, and she tells us how she shows appreciation for the people that send her business, which results in even more business, all while also creating a fun and relaxed atmosphere for people she wants to do business with! 

Here’s a taste of what Carl and Suzanne cover in this episode.

• How to set up the event.
• Choosing a venue.
• How to send out the invites.
• Some extra do’s and don’ts.
• Plus some tips and tricks to get some sponsors to cover the tab!

After listening, schedule your complimentary strategy call to get even more scripts and a detailed step by step plan mapped out just for you at www.LoanOfficerStrategyCall.com

 

5 Strategies For Maximizing Realtor Referrals

Dave is the Founder of Mortgage Coach, and has over twenty-seven years of experience as a mortgage executive, business leader, and mobile technology pioneer. As a mortgage industry leader, Dave has been a speaker at many major industry events, and before Mortgage Coach, Dave was one of the nation’s top loan originators and President of a national mortgage company.

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

• Dave’s 5 strategies for increasing referrals into closed loans
• Taking referrals and converting them into clients for life
• How to create a competitive advantage in your local market
• Figuring out what is hot in your market and “productizing” that angle
• How to get even more referrals from your current realtor partners

Click Here for a copy of the full article that is mentioned in this episode.

For more information about Dave Savage and his services, go to MortgageCoach.com

 

 

How to Triple Your Business as a Brand New LO

New to the mortgage biz and having a hard time getting ramped up to the level of production you’d like to be at?

On the next #1 rated podcast for LOs, Carl White is joined by Eddie Fooshang, an LO out of Houston, TX who went from closing 1-2 loans per month 2 years ago when he first started in the mortgage biz to currently closing 12-14 loans per month!

Eddie is going to share exactly what he did to create the business of his dreams – including the pivotal moves he made that boosted his biz (so you can swipe them and put them into action!), the biggest mistakes he made that cost him time and money (so you can avoid doing them!), and the key elements that enabled him to create an ever growing mortgage biz (a complete game changer for a new LO fresh out the gate!).

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

• Creating an identity for success
• Reverse engineering your goals to create a plan of action
• Tips for expanding your biz – what to avoid & what to focus on
• How to build relationships with top agents when you’re brand new to the biz
• How to build a network of realtors by doing 3 things consistently

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

 

How to Create Time Freedom in Your Business

Nights and weekends (AKA “me” time) – That sacred time you get where you can choose to do whatever you want with whoever you want, unwind, and recharge your batteries so you’re on your A game for the work week ahead.

But, as we all know when it comes to the mortgage biz, preapproval letters don’t take nights and weekends off and to keep our clients and agents happy, it’s imperative to make sure they have those letters when they need them.

On the next #1 rated podcast for LOs, Carl White is joined by Jerry Williams, a seasoned LO out of Dallas, Texas who used to struggle with balancing staying present during nights and weekends due to having to generate preapproval letters at random times and on short notice. Jerry shares his ground breaking solution that not only changed his life and business, but enabled his agents to have access to the letters whenever they need them (while Jerry is off enjoying his “me” time)!

Here’s a taste of what Carl and Jerry discuss in this episode:
•The main problem loan officers face and a killer solution for it
•Creating balance between work and home life
•How to eliminate being your own bottleneck
•A tool that allows the borrows to be empowered around the numbers
•Preventing mistakes and enabling agents to be in control

Go to Steadkey.com/signup to get a 30 day free trial

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

 

The Secret Weapon

How would you like to know every time one of your past clients is looking to get a new mortgage… automatically?
In this episode, you’ll see a super stealth tool that Carl is setting up in his own branch that is just way too cool for him not to share it with you.
Carl White interviews James Borden, a Mortgage Client Retention Strategist from RetainYourClient.com. James details his solution for not letting any past clients slip through the cracks to help you become their lender for life!
Here’s a taste of what Carl and James discuss in this episode:

• A clever way to stay in front of your past clients
• Scripts for recapturing past clients
• How to get a 30%-60% conversion rate when following up with past clients
• The importance of brand recognition in the mortgage industry
• Why avoiding making phone calls will cost you in the long run

To check out the ins and outs of how this system works visit RetainYourClient.com