A Podcast for Loan Officers Ready To Ramp Up Business
Online & Offline Lead Generation
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
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 questions about this topic, set up a Free Strategy Call with one of our coaches at LoanOfficerFreedom.com/StrategyCallRequest
How To Keep People From Shopping Your Rates
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
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 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
Making A Transition (Part 1)
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 You Can Become Even More Referable
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
How To Go From Zero – Ten Or More Closed Loans Per Month!
If you’re new or just getting back into the industry, this episode is for you! On today’s episode of Loan Officer Freedom, the #1 podcast for Loan Officers, I talk to Gabe Winslow about he went from closing literally zero to more than 10 loans per month in just 18 months! If you’re looking to get started as a loan officer, or even ramp up your business as an experienced loan officer, this is your roadmap. We’re talking about all of the activities that need to happen in order to close several loans per month and get to that point quickly.
I had the pleasure of meeting my new friend, Gabe, at a recent Freedom Club event we held in Dallas, Texas and boy oh boy, did he implement the strategies we taught! We’ll discuss the exact strategies he’s used to get him to where he is today including:
- Thor’s Hammer
- The Just Ask Campaign
- Getting over the fear of rejection
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:
Gabe Winslow
Loan Officer
Mortgage Solutions
How To Originate VA Loans
Are you trying to help the military community? On today’s episode of Loan Officer Freedom, the #1 podcast for Loan Officers, I sit down with a very special guest Mr. VA Loan himself, Ken Bates. I had the opportunity to meet Ken at a NAMB meeting in California and encouraged him to join me here on the Loan Officer Freedom podcast.
Ken has been in the mortgage industry for 15 years and is now a Branch Manager based out of beautiful San Diego, California. He was in the US Navy for more than 20 years and I want to be the first to say, thank you for your service. With his experience in the Navy it’s no surprise that he is known as Mr. VA Loan. Today, we will discuss:
- How Loan Officers can originate VA Loans
- How to really get the most out of VA benefits
- How you can become specialized in VA loans
About Our Guest:
Ken Bates
Branch Manager
Military Home Loans
Ken Bates is an industry expert on VA loans, working with veterans and Real Estate professionals to get the most out of their VA benefits.
What Is Your One Thing
On this edition of Loan Officer Freedom, the #1 Podcast for Loan Officers in the world, we have a very special guest, Ralph Watkins, the man who helped Carl get into the Mortgage Industry. On this episode, Carl and Ralph will discuss how to map out and reverse engineer your actions so you can find your “one thing.” The ONE THING that is going to make you the most amount of money in your business.
What is that one thing for you? About 90% of Loan Officers think their one thing is:
- Taking applications
- Going to closings
- Meeting with realtors or listing agents
Listen in to find out exactly how you can map out your actions and find the one thing you do that gets you the most amount of money.
If you have any questions about this topic, set up a Free Strategy Call with one of our coaches at loanofficerfreedom.com/strategy/callrequest
About Our Guest:
Ralph Watkins