On this episode of Loan Officer Freedom, the number one podcast for Loan Officers, I have a very special guest! My friend and leader in the Freedom Club, Colleen Woods. Colleen has an amazing story and shares that she felt empowered to make the move she knew she needed to make when she saw how the structure of a team could help her not only increase her business but decrease the number of hours she spent on her business. 

In this episode listen and learn how Colleen: 

• Was encouraged & empowered to create a team that didn’t cost her money, but made her money!
• Hired her first employee and how that positively impacted her business.
• Increased her loan production from 5 loans per month to over 20 per month on average.  

If you have questions about this topic, set up a Free Strategy Call with one of our coaches at LoanOfficerFreedom.com/StrategyCallRequest

About Our Guest

Colleen Wood
Mortgage Advisor
Fairway Mortgage Corporation

Hakim Singleton is one of our leaders in the Freedom Club and has become a success story very quickly. On this episode of Loan Officer Freedom, the number one podcast for Loan Officers, I’m speaking with my dear friend Hakim Singleton. Hakim joined the Freedom Club less than a year ago and, like many of our Freedom Club members, has seen tremendous growth! Not only has he seen an increase in his production, but more importantly he has been able to spend more time with his family!

In this episode, we discuss what it looks like to go from closing 5 – 6 loans per month to 13+ every month, while only focusing on what it is you do best…bringing in the business. Hakim discusses:

• His positive mindset
• The time & freedom he is able to experience with his family
• The action he took in order to cross the 10-loan per month threshold

If you have questions about this topic, set up a Free Strategy Call with one of our coaches at LoanOfficerFreedom.com/StrategyCallRequest

About Our Guest:

Hakim Singleton
Branch Manager
Home Vantage Mortgage

When someone joins The Freedom Club, my [top tier] mastermind group, we coach each member to get them to reach their financial [and career] goals. Everyone has a unique set of circumstances, but they’ve all seen massive growth! Today, I’m talking to one of our members and leaders in the Freedom Club, Ron Pippen, who was closing about 5 loans this time last year. Now, he’s averaging 18 units per month.

In this episode of Loan Officer Freedom, the #1 podcast for Loan Officers, we’re going to share the activities Ron and his team have done to nearly 4x his production in a year! A few things to keep in mind:

• You’ll grow when you do the right activities  
• About 10 – 20% of your past database moves every year
• Stay front and center

If you have questions about this topic, set up a Free Strategy Call with one of our coaches at LoanOfficerFreedom.com/StrategyCallRequest

About Our Guest:

Ron Pippin
Branch Manager
Cardinal Financial Company

Do you ever notice that little guy or gal on your shoulder putting negative thoughts into your head and keeping you from taking the action you know you should take in order to achieve your goals, be it in your professional or personal life? 

In today’s episode, I get to speak with the ultra-lovely Ms. Irene Dufford, who is a great inspiration to me and has helped me in more ways than one! In this episode, we talk about why we have negative thoughts and what we can do to get rid of them. Now, I was a little embarrassed to admit that I’ve done some of the activities to help me overcome some of my thoughts and doubts, but ultimately it’s helped me grow into becoming a better father, husband, businessman, just overall a better person. Both Irene and I…along with many in our Freedom Club program have been able to see tremendous results when putting these activities into practice. 

Remember, “your emotions determine how you feel, how you feel turn into your actions, and your actions determine your results. So, if you want good results, be intentional about the thoughts you put into your head.”

About Our Guest

Irene Duford
Freedom Club Success Coach

Irene has been in the Mortgage business for 20 + years and has been coaching Top Producing Loan Originators in The Freedom Club/Mortgage Marketing Animals since 2012. She is passionate about inspiring and encouraging others to believe in their success, help them map out a specific plan and hold them accountable to achieve massive results. Irene and her husband Kevin also have a Loan Team Training business.  They train Loan Assistants/Loan Partners in systems, processes, scripts and dialogues, and other specific ways to “Wow” the clients and referral partners.  www.loanteamtraining.com She loves spending time with her husband, kids and grandkids. She enjoys traveling, learning, self-improvement, live music, theatre, movies, and going to the beach.

For more than 13 years Tammy and I have worked together with literally thousands of loan officers. In talking with them and coaching them we have observed what the common activities and characteristics are within those who are top producers. If you want to know what the top producers are doing then tune in as that’s exactly what we’ll be discussing on this episode of Loan Officer Freedom, the #1 podcast for Loan Officers.

We have come to see that regardless of you being a Mortgage Broker or a Mortgage Banker, a brand new loan officer or an experienced veteran in the industry all top producing loan officers or Branch Managers commonly…

• Have a DAILY plan, which includes sales activities
• Time block their schedules
• Have a team to help them
• Know what the “One Thing” is that brings them the most closings
• Have a slam dunk follow up system

If you have questions about this topic, set up a Free Strategy Call with one of our coaches at LoanOfficerFreedom.com/StrategyCallRequest

About Our Guest:

Tammy Schneider
Co-Founder, Mortgage Marketing Animals

We all want to increase our volume in order to increase our income, but what needs to happen within our day to day business activity to actually have that happen?

On this episode of Loan Officer Freedom, the #1 podcast for Loan Officers, I’m talking to one of our leaders in the Freedom Club, Jeff Stempler who has taken the action needed to double his income. With the help of his team (more on that in the episode) Jeff has been able to focus on what he does best, bring in business.

If you have questions about this topic, set up a Free Strategy Call with one of our coaches at LoanOfficerFreedom.com/StrategyCallRequest

About Our Guest:

Jeff Stempler, a DC metro native, thoroughly understands the area’s growing and diverse real estate market. He has 15+ years of experience in mortgage financing, serving all of Maryland, Virginia, and Washington, DC.

Jeff loves helping buyers achieve the dream of home ownership and consistently ranks in the top 1% of mortgage originators for the nation according to Mortgage Executive Magazine. Jeff’s commitment to communicate throughout home purchase and refinance transactions distinguishes him from his competitors and makes buyers feel comfortable whether they are first-time home buyers or moving up and using a Jumbo Loan. Active in the community, Jeff is a member of the Poolesville Chamber of Commerce, cofounder of PNG- Rockville and coaches basketball for Montgomery County Rec and Mid-Maryland Leagues. Jeff lives in Poolesville with his wife and three children.

As Loan Officers or Branch Managers, it’s commonplace to know you “need” to be available 24/7 to answer calls, send out pre-approval letters, attend open houses, etc. But is that really how we need to be operating our business?

On this episode of Loan Officer Freedom, the #1 podcast for Loan Officers, I sit down with my dear friend Jen Du Plessis, a follow Mortgage Industry leader, as we discuss why being available 24/7 isn’t the way you should operate your mortgage business and how we’ve been able to turn our professions into what I like to call a lifestyle business. A business model that allows us to run a successful mortgage business with epic results without having to work nights and weekends.

If you have questions about this topic, set up a Free Strategy Call with one of our coaches at LoanOfficerFreedom.com/StrategyCallRequest

About Our Guest

Jen Du Plessis
CEO
Jen Du Plessis, LLC

One of the biggest mistakes we find a lot of loan officers doing is leaving opportunity on the table. Some loan officers believe offline lead generation is the best way to get in front of the customer and is the only way you should be marketing. While others believe the modern, convenient, and easiest way to get in front of the customer is by using online marketing tactics. My response every time to these statements is…do both! Combine your efforts so there is no opportunity left on the table.

On this episode of Loan Officer Freedom, the #1 podcast for Loan Officers, I’m talking to my good friend and business partner, Chris Johnstone, who is a master of online marketing. What he and I have done is combined our expertise from both an online and offline marketing perspective to get the best of both worlds. We use both online and offline marketing strategies to get in front of our customers by:

• Marketing to our past clients.
• Marketing to potential referral partners.
• Marketing directly to the consumer.

In this episode, you’ll learn

• Which 3 campaigns you can use on Facebook today.
• How quickly you can expect to get leads & how quickly those leads turn into closings.
• How to use Facebook & traditional offline marketing tactics together.

If you have questions about this topic, set up a Free Strategy Call with one of our coaches at LoanOfficerFreedom.com/StrategyCallRequest

About Our Guest:

Chris Johnstone
CEO
Connection Incorporated

Do you really need a better price to compete? On this episode of Loan Officer Freedom, the number 1 podcast for Loan Officers in the world, I speak to my mentor and business partner, Kevin Gillespie about how to handle leads calling to ask about your rates. One thing to understand is that we all get shopped sometimes and no one has the “best rates”, but the key is to have balance. There are three key items to take note of in order to have balance…

• At what level are you priced
• Your compensation
• Your support & services

When you work on having around balance it’ll make the conversation around “what’s your rate” that much easier. Want to know how to have that balance? We discuss that and more on today’s episode.

If you have questions about this topic, set up a Free Strategy Call with one of our coaches at LoanOfficerFreedom.com/StrategyCallRequest

About Our Guest:

Kevin Gillespie
Regional Manager & Branch Manager at SMP

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 questions about this topic, set up a Free Strategy Call with one of our coaches at LoanOfficerFreedom.com/StrategyCallRequest

About Our Guest:

Adriana Bates
Senior Mortgage Banker
Bates Mortgage Group

Have you ever found yourself thinking that it may be time for a change in your work environment? The change may be to a new team or another company. How do we know when it’s the right time to make the change, and what steps do we need to take before we transition?

That’s what I’m talking about today! In this three-part series, I speak to my good friend Adriana Bates, a Branch Manager at Bates Mortgage, about the steps she took when she realized she needed to make a transition to a new company. If you’re considering making a transition yourself, stay tuned. We take out all the guesswork as we share a detailed guide about what to do, when to do it, and how to make it through to the other side successfully.

We’ll review:

• How to identify your desired work environment
• Identifying your “why”
• How to stay successful and professional while positioning yourself for a transition

If you have questions about this topic, set up a Free Strategy Call with one of our coaches at LoanOfficerFreedom.com/StrategyCallRequest

About Our Guest:

Adriana Bates
Senior Mortgage Banker
Bates Mortgage Group

How do you get more referrals from the activity you’re likely already doing? That is what I’m discussing on today’s episode of Loan Officer Freedom, the #1 podcast for Loan Officers. Today, I speak to a very special guest, Doug Cadaret. Doug and I have known each other for years now and I’m happy to say on this episode he will share the 4 questions you need to keep in mind in order to attract and retain referral partners.

Doug will share his thoughts around:

• How LOs get more referrals from the activities they’re already doing.
• Being intentional with your actions
• How you should define a successful transaction

If you have questions about this topic, set up a Free Strategy Call with one of our coaches at LoanOfficerFreedom.com/StrategyCallRequest

About Our Guest:

Doug Cadaret
Co-Founder, Agent Mastermind University