A Podcast for Loan Officers Ready To Ramp Up Business
How To Create Engagement & Generate Referrals From Past Clients Using Facebook

















































How To Create Engagement & Generate Referrals From Past Clients Using Facebook
Past clients are like mini gold mines when it comes to generating referrals, but the catch is knowing where & how to dig for the gold! To help us hone in on the where & how, Carl White is joined by SEO expert & Facebook guru, Chris Johnstone! Chris works directly with LOs to help them create & establish an online presence that outshines the competition & stands out from the norm. By tying together follow-up & social media, you’ll learn online strategies & industry specific techniques to produce organic leads from past clients time & time again! Hot Topics: • Facebook strategy 1: How to create engagement with past clients (04:33) • Facebook strategy 2: How to stay top of mind & generate referrals (11:48) BONUS: Top performing Facebook ads that you can swipe & post right away (22:28) Get to know Chris: Chris is the CEO of ConnectionIncorporated.com, an SEO company based in Guelph, Ontario that focuses on ethical and strategic search engine optimization services and digital marketing campaigns that help businesses increase traffic, reputation & sales. Connection Incorporated is the leading expert on generating high quality leads for the mortgage industry & increasing online visibility. To receive a FREE PDF copy of the top performing Facebook ads from Chris, send an email to info@connectionincorporated.com or call (855) 432-3990.How To Get Loans From The Front Page Of Google
How To Get Loans From The Front Page Of Google
Google has made a lot of changes lately, but the most notable for lead generation is the way their search engine works & how local businesses show up in searches.
What does that mean for your loan business?
Find out on the next #1 rated podcast for LOs, where Carl White kicks off a 3-part series with his good friend & SEO expert, Chris Johnstone!
You’ll learn the most up-to-date “how to” strategies for enhancing your website’s SEO, easy-to-implement techniques for generating organic traffic, & how to position yourself in Google’s 3-pack for your local marketplace!
Hot Topics:
• Google’s new search engine changes (03:05)
• 3 things you can do right now to get on the front page of Google (4:57)
• A content plan that’ll improve your SEO (07:34)
• How to get a FREE website analysis & detailed report (12:55)
• A cool tool to see your competition’s backlinks (17:18)
• Online reviews & rankings – proven strategies to double your reviews (22:47)
Get to know Chris: Chris is the CEO of ConnectionIncorporated.com, an SEO company based in Guelph, Ontario that focuses on ethical and strategic search engine optimization services and digital marketing campaigns that help businesses increase traffic, reputation & sales. Connection Incorporated is the leading expert on generating high quality leads for the mortgage industry & increasing online visibility.
For a short time, Chris is offering a FREE website analysis & custom site optimization plan that includes everything you need to properly optimize your site! Don’t delay on this one as there are limited spots available — and they go fast!
The Power of Presentations for Business Growth
The Power of Presentations for Business Growth
On the next #1 rated podcast for LOs, Carl White is joined by speaker, coach & trainer, Roberto Monaco! Roberto has conducted over 4,500 presentations around the world covering topics that range from public speaking to video marketing.
You’ll learn TONS of helpful tips for communicating, presenting & influencing (in a totally cool way, of course!)
Whether you’ve done presentations before, are looking for tips to fine-tune your skills, or are completely new to the craft, this Q&A styled episode will give you a clear view of how to use presentations to build relationships with agents that produce real referrals!
Hot Topics:
• Why presentations are crucial for LOs (03:30)
• Group presentations vs. 1-on-1 presentations (06:01)
• Tips for when the fear creeps in (09:20)
• Roberto’s “formula” for presentations (16:52)
• The art of storytelling (24:28)
• The 2 things you should always have with you when presenting (26:25)
Get to know Roberto: Roberto worked for The Anthony Robbins Companies for 6 years, & 4/6 of those years he was the top producer & revenue generator in the country. He also coached & trained all of the other Peak Performance Strategists at The Anthony Robbins Companies. Today, Roberto is the co-founder of InfluenceOlogy, a training and coaching firm that helps sales professionals, leaders & executives to acquire more clients, make more
money & advance their mission through the art and science of influence.
Want to learn more? Visit influenceology.com or Download Roberto’s FREE Ebooks Here
How To Scale Your Business Through Automation
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
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
Making A Transition – Part 3
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
Making A Transition – Part 2
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
Making A Transition – Part 1
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
Going From 4 Loans To 24 Loans Per Month
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
Teaching Classes to Engage New Real Estate Agents
Teaching Classes to Engage New Real Estate Agents
Looking for another way to engage with Real Estate Agents? Want to impress a few top producers with your amazing intellect? Teach a CE class! Or any class that helps Real Estate Agents market or understand mortgages better.
In this podcast we will discover how Katie White used Lunch & Learns and CE classes to increase her production by 300% in just 12 months.
Here’s a taste of what Carl and Katie discuss in this episode:
• CE Classes or any type of class? Where to start.
• What type of content and where to get it
• How to get butts in the seats, by involving your favorite title company.
• How to turn classes into loans (FOLLOW UP)
• What the follow up looks like and who does it
• How often should you teach the classes
• What do you do if someone asks questions you don’t know the answer to
• How to handle the increase in business, so you can teach more classes
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… How he did it
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
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
The Monthly Mixer
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
Managing The Stress
Managing The Stress
Managing The Stress
In this episode, Brady Webb chats with us about how he unwinds before his day even begins, which has helped him see impressive growth in his business while keeping his stress down.
Brady’s 3 Steps to less stress:
- He goes to the gym first thing in the morning, 30-45 minutes max.
- He has a team in place at the office to solve the daily minutia.
- He is closing more loans, which actually gives him less stress.
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
An Actual Plan For Your Epic 2018
An Actual Plan For Your Epic 2018
An Actual Plan For Your Epic 2018
In this much anticipated episode, Eddie Fooshang will walk you through how to put together an epic plan.
Most loan officers do the ol’ “I’m going to double my business” kind of thing with no actual plan, so of course it doesn’t work out year after year.
This episode will put an end to the madness and put you on your journey of awesomeness!
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