Branch Managers

How They Close 18 Loans in a Month: The Power of Teamwork and Consistency in Mortgage Success

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Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White.

In this episode, your host, Carl White sits down with the dynamic husband-and-wife duo, Jing and Hamilton, who have achieved remarkable success in the mortgage industry. Based in Long Island, they recently closed 18 loans totaling $10 million in just one month!

Join us as they dive into their journey, exploring how they built their business, the roles they play within their team, and the strategies they use to foster relationships with real estate agents. Hamilton shares his unique approach to business development, while Jing discusses the importance of systems and operations in scaling their success.

Key Topics:

  • Achieving 18 loans in a month
  • The roles of Jing and Hamilton in their team
  • Building relationships with real estate agents
  • The importance of consistency in follow-ups
  • Giving back to the community

Whether you’re a seasoned loan officer or just starting out, this episode is packed with valuable insights and inspiration to help you elevate your own business.

Visit CarlWhiteAlliance.com to learn more about how we can work together to elevate your mortgage business.

Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

From Humble Beginnings to Epic Success: Nathan Carver’s Journey in Mortgage Industry

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Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White.

In this episode, your host, Carl White sits down with Nathan Carver, a successful loan officer who has experienced remarkable growth in his business over the past year. Nathan shares his journey of personal and professional development, including his commitment to donate $15,000 to a nonprofit organization that is close to his heart.

Discover how Nathan’s strong “why” has fueled his motivation to close loans consistently and how he has successfully expanded his business across two states—Texas and Florida. He discusses the importance of building relationships with real estate agents, leveraging technology for efficiency, and the power of consistency in achieving success.

Key topics covered in this episode:

  • Nathan’s commitment to charitable giving and its impact on his business
  • Strategies for building a referral network in multiple states
  • The importance of follow-up and communication in the loan process
  • How Nathan utilizes the “octopus marketing method” to generate leads
  • Insights into his daily success plan and the significance of consistency

Join them for an inspiring conversation that highlights the power of purpose-driven work and the strategies that can lead to exponential growth in the mortgage industry.

For more information about Nathan Carver, visit natecarver.com.

If you’re interested in learning more about the Daily Success Plan and how to achieve epic growth like Nathan, visit CarlWhiteAlliance.com.

Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

How to respond to “Your Rate Is Too High”

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In this video, Carl White and Steve Kyles discuss the importance of having well-prepared rebuttals to common objections, such as “your rate’s too high.”

Learn how to guide potential clients through conversations that lead to conversions, and discover the power of understanding where clients are getting their information.

With practical examples and success stories, they illustrate how mastering scripting can significantly boost your closing rates and confidence.

If you’re a loan officer looking to close more deals and improve your bottom line, this episode is packed with valuable insights and strategies.

Fill out your interest form now for the BootCamp – save your spot here.

A simple trick to close more loans

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Have you ever noticed how football teams often score more points in the final 2 minutes of the game, than the rest of the game all together? 
 
You see, the final 2 minutes of the game, the teams get super focused and that’s when the game is won or lost. 
 
Same thing for us, except the 2 minute warning is the last 15 minutes of each day. 
 
Here’s what you do… 

Take 15 minutes at the end of each day to reach out with a quick, personalized message to leads who haven’t yet committed or recently connected referral partners who might provide referrals.  
 
This brief but consistent follow-up can keep them top-of-mind and help build stronger connections that lead to more conversions and more closings as soon as next month.  
 
How I do it is: 
 
1. I keep a running list on a separate piece of paper on my desk of all the leads that I have talked to that haven’t taken the next step yet. 
 
2. Then at 4:45 pm each day, I simply pick up the phone and have a conversation with them with the purpose of nudging them to take the next step because I know the next step is really going to help them have what they want. 
 
It’s just that simple.   
 
Having conversations with a call to action that actually helps them. 
 
Put this into play starting on Monday and let me know how many extra closings you get in the next 4 weeks ☺ 

How She Increased Production from 2 to 10 Loans Per Month and Climbing

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Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White.

In this episode, your host, Carl White chats with Kambi Heywood, a seasoned loan officer from Cranbrook, BC, Canada. With 27 years of experience in the industry, Kambi shares her journey of transformation, going from closing 2-4 loans a month to an impressive 9-10, and her ambitious goal of reaching 15 deals per month.

In this episode, Kambi discusses:

  • Her passion for snowboarding and how it connects her with her family.
  • The importance of gratitude in her daily routine and how it shapes her mindset.
  • The role of agency in her success and how it empowers her to positively impact those around her.
  • The significance of the “Axe of Freedom” and how it has helped her streamline her business activities.
  • Tips for conducting meaningful annual mortgage reviews and fostering client relationships.
  • Her vision for giving back to the mortgage community and supporting her team.

Kambi’s story is a testament to the power of gratitude, teamwork, and continuous learning.

Whether you’re a seasoned loan officer or just starting out, her insights will inspire you to elevate your business and make a positive impact in your community.

Join us on this journey and see what amazing things 2025 can hold for you. Visit loanofficerbusinessplan.com now!

Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Loan Officer Freedom