A Podcast for Loan Officers Ready To Ramp Up Business

Loan Officer Freedom podcast is the #1 resource for loan officers nationwide. Host Carl White, of Mortgage Marketing Animals coaching program and its exclusive group, The Freedom Club, delivers episodes filled with unmatched value for those just becoming loan officers as well as veterans of the mortgage industry.

For more information about our loan officer coaching programs, visit MortgageMarketingAnimals.com to find out how we have helped thousands of loan officers change their lives.

Click Here For A Free Demo Call

Episode 17

5 Strategies For Maximizing Realtor Referrals

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

Episode 16

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

Episode 15

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

Episode 14

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

Episode 13

How to Jump-Start Your Career as a Brand New LO

How to Jump-Start Your Career as a Brand New LO

As a brand new LO, breaking into the mortgage biz can be a daunting and sometimes downright frustrating endeavor – What do you do first? How do you get the “in” you’re looking for with a company? How do you set yourself apart from all the other newbies trying to break into the biz?

On the flip side – Branch managers are constantly faced with the decision to hire seasoned LOs or newbies fresh out the gate. Both have their advantages and disadvantages, but knowing what those are and how to prepare for them is the key to building a profitable branch.

On the next #1 rated podcast for LOs, Frank Garay from The National Real Estate Post and Carl White discuss this ins and outs of breaking into the Mortgage Biz as brand new LO and give you an inside look from a Branch Manager’s perceptive when it comes to acquiring and hiring new talent!

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

How to break into the biz as a brand new LO
Building a foundation to gain an advantage over the competition
The pros and cons of hiring seasoned LOs vs newbies
Training newbies – putting in the time to see results
Having “skin in the game” to build for the future

Check out Frank’s New Loan Officer University NewLoanOfficerU.com

Episode 12

Top Producing LO Shares His Success Secrets

Top Producing LO Shares His Success Secrets with Craig Bland

On the next #1 rated podcast for LOs, you’ll get an inside look at what Craig Bland’s team did to catapult their business forward and secure a steady stream of referrals rolling in. Craig dives into the ins and outs of his business model and shares helpful tidbits that you can immediately plug into your business to see even more success!
Here’s a taste of what Carl and Craig discuss in this episode:

How to free up your time and avoid getting caught in the minutia
Crucial roles for team building and business growth
The art of letting go and adapting a new mindset
Scripting for new clients and delegating 1003s
How to build relationships with agents – the dos and dont’s

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

Episode 11

“Fishing for Whales”
How to Approach Working with Top Agents

“Fishing for Whales” – How to Approach Working with Top Agents

When it comes to working with tops agents, why is it that some LOs successfully build solid referral partner relationships while others can’t seem to get a foot in the door?

In this episode of the #1 rated podcast for LOs, Carl White and Ralph Watkins show you a “behind the scenes” look at what they do to not only build relationships with top agents, but ensure they get consistent referrals from them time after time!

Here’s what you’ll learn in this episode:

• How to qualify agents for optimal results
• Tips for building relationships that produce referrals
• The mindset behind overcoming the fear of rejection
• Co-marketing with agents — when is it a good match?
• The 3 actions that create a loyalty dynamic with top agents

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

Episode 10

How to Use Systems & Automation to get a Massive Footprint Fast

Did you know that in the average loan process there are 115 steps? That’s 115 i’s to dot and t’s to cross, and that’s just for one file!
With so many moving parts, systems and automation become a key factor for creating a seamless flow from file to file, and help…

Your loans close on time, or even early! (#1 thing agents want from a lender)
Ensure your clients and agents get amazing communication throughout the loan process. (#2 thing agents want from a lender)

In this episode of the #1 podcast for LOs, Carl White and Mike Gulitz dive into:

The #1 thing that holds most LOs back: Reactive Mode vs. Proactive Mode (02:52)
Creating Systems and Automation that support continual growth (10:35)
Building for the future — key elements for taking your business to the next level (28:39)

Step 1: See Demo of Jungo Here

Step 2: After Demo (or if you already have Jungo) schedule strategy session to go over scripts here: LoanOfficerStrategyCall.com

Episode 9

Closing Even More Loans in Even Less Time

Closing Even More Loans in Even Less Time

Do you dread walking into the office every morning because you know as soon as you take a step inside, the floodgates will open, and you’ll spend the majority of your day just trying to stay afloat?

It doesn’t have to be that way.

In this episode of the #1 Podcast for LOs, you’ll learn an easy, yet powerful exercise that’ll help you de-clutter your workload to hone in on the activities that you actually LIKE to do (and have a knack for) all while closing even more loans!

Here’s a breakdown of what you’ll learn in this episode:
• An exercise to fine-tune your work day – The Ax of Freedom
• Designing the business you’ve always wanted
• Hiring strategies for your current needs
• The mindset behind growing a successful business
• “Front of the line pass” script to use with agents and clients

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

Episode 8

Getting Loans From Closed Offices

Want to discover how to overcome the in-house lender when you’re not it?

In this episode of the #1 Podcast for LOs, Ralph Watkins and Carl White map out how to approach a real estate office – that already has an in-house lender – so that you get most of their referrals.

Here’s a breakdown of what Carl and Ralph cover in this episode:
• Solutions for bypassing the “gatekeeper” (AKA receptionist)
• How to find the top agents in any real estate office
• Carl’s script for the classic line: “I already have an in-house lender that I work with.”
• The 3 things all agents are looking for when working with an LO
• Why “Sweet Water Well” marketing is the key to building relationships
If you’re an in-house lender, don’t worry, we’ve got your back too! You’ll see how to capitalize on your inside advantage, and it’s easy… (25:26)

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

Episode 7

How To Close Even MORE Loans With Rising Rates

In this episode of the #1 podcast for LO’s you will discover specific “How To’s”.
How to set yourself apart from other loan officers during times of rising rates so that you still get even more loans coming in.
1. Strategies for answering the classic question of “What’s your rate?” (04:21)
2. The one question you must always ask agents when you have that 1st meeting with them that will help you get that first referral from them. (18:04)
3. How to answer your client when they ask “Should I float or lock?” (20:39)
(get this one right, you’re a hero, get it wrong and it could be a disaster…)

Here is the link the Barry and Carl give to get your Free Gift
“No Stings Attached” mbshighway.com/t/freedomclub

Episode 6

Attracting Top Agents

Attracting Top Agents
There are 4 stages to attracting top agents

Identifying
Qualifying
Converting
Securing

Knowing the stages is the easy part, but knowing the action steps within each stage is what will set you apart from all the other LO’s knocking on the top producers’ doors.
In this episode, we’re joined by industry expert Ralph Watkins, who will guide us through the ins and outs of each stage, explore the benefits of having a comprehensive plan in place, and link together the importance of making small tweaks in your approach to see epic results.
Go here to listen right now at: (Get it on iTunes here or Download it here)
Here’s a glance at what Carl and Ralph discuss in this episode:

The 4 stages to attract top agents
How to develop relationships into results
Fine-tuning your mindset for success
How to categorize top agents into 3 specific groups
Coffee meetings – making the right impression & topics to avoid
And much more!!

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

Episode 5

The 3 Freedoms

Gaining control of these three areas of your business isn’t just some mirage in the distance; it’s a completely attainable goal that’s essential to finding the freedom you deserve in your business.

In this episode, we’re joined by my very good friend and Freedom Club coach, Ralph Watkins. Ralph and I break down the specifics to creating freedom within your business to give you a new perspective on what success really looks like.

Go here to listen right now at: (Get it on iTunes here or Download it here)

Here’s a glance at what Carl and Ralph discuss in this episode:

3 types of Freedom: Time, Financial, and Relationship
Creating balance by setting new standards
The key to creating a sustainable business
The importance of having an abundance mentality
Applying Parkinson’s Law to increase productivity
And much more!!

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

Episode 4

You can close MORE loans while working LESS hours

Want to see how it’s done?

In this episode, we’re joined by Darren Copeland, one of my personal clients out of Kansas City, Missouri. After joining The Freedom Club and putting in place the strategies and systems we teach, Darren saw a 400% increase in his business. Not only is Darren closing a steady stream of loans each month, but he’s doing it while working a 35 hour work week!

Go here to listen right now at: (Get it on iTunes here or Download it here)

Here’s a sampling of some of what Carl and Darren discuss in this episode:

The importance of letting go to move forward
The Daily Success Plan (DSP)
Team structure and responsibilities
Darren’s Plug and Play System
The key to building genuine relationships with agents
And much more!!

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

Episode 3

Getting rid of the craziness

Getting rid of the craziness…

When it comes to hiring an assistant, these are the three most common excuses I hear from LO’s:
1. “I only close 10 (or less) a year now. I can’t afford to hire an assistant.”
2. “My company won’t hire an assistant for me until I close X amount of loans a month.”
3. “An assistant would be nice, but I can manage on my own.”

Here’s the thing – No matter where you’re at in your business, you need help. Honestly, you can’t afford to NOT have help.
On a consistent basis with the loan officers I coach, I see their businesses double within 12 months (usually way less than that) from hiring a talented assistant who frees them up to concentrate on high pay-off activities to secure a constant flow of business.
In this episode, we brought back my good friend and Freedom Club coach, Ralph Watkins. Ralph has a knack for finding and utilizing assistants, and he’s here to walk us through the entire process!

Here’s a sampling of some of what Carl and Ralph discuss in this episode: