Branch Managers

The Election Is Over, Now What??

by

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

In this episode, your hosts, Carl White and Owen Lee discuss the fluctuations in stock market futures, the rise of Bitcoin, and what it all means for mortgage rates in the coming months.

They explore the concept of the “red wave trade” and how consumer confidence plays a crucial role in the housing market.

Owen shares his insights on how the election results are influencing the bond market and interest rates.

As they analyze the emotional aspects of home buying, Carl and Owen emphasize the importance of staying proactive in marketing and prospecting, regardless of political outcomes. 

Tune in now and get ready to make the most of the upcoming market opportunities!

Don’t miss out on Owen’s expert market updates—connect with him on LinkedIn at Owen Lee.

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

How She Sets 5 Realtor Appointments Per Day

by

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

In this episode, your hosts, Carl White and his partner Chris Johnstone dive deep into the world of appointment setting with Jennifer Woodland, a key player in our concierge program.

They explore the most effective ways for loan officers to maximize their time and increase their closings through strategic realtor referrals.

Jenn shares insights on how her team reaches out to past clients, pre-approved buyers, and qualified real estate agents to set appointments that lead to more business.

Key topics include:

  • The importance of realtor referrals and how to secure them
  • The process of setting appointments with past clients and agents
  • Tips for maintaining energy and motivation while making calls
  • The role of technology and automation in appointment setting

Discover the surprising statistics on closing ratios for social media leads versus realtor referrals, and learn why building relationships with real estate agents is the best use of a loan officer’s time.

Visit LOAppointments.com to learn more about how our concierge program can help you achieve your goals!

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

The Road Ahead: Analyzing Mortgage Trends and Strategies for Success

by

In this video, Carl White sits down with Owen Lee, Vice Chair of the MBA and CEO of Success Mortgage Partners.

Fresh from the MBA’s annual convention in Denver, Owen shares valuable updates and predictions for the mortgage market, including interest rate forecasts and origination trends.

Don’t miss out on the chance to download the accompanying slides packed with data to share with your referral partners and enhance your marketing efforts.

Download the slides here.

For more tips, strategies, and scripts – we invite you to a completely FREE DEMO call here.

The thingy I promised

by

Here’s the 1 page business thingy that I promised. 
 
Just tell me where to send it and I’ll email and text it to you (to make sure you get it). 
 
(I tried attaching it to this email, but Gmail wouldn’t let me do that to a large subscription group.) 
 
1. I’ll give you the 1-page plan to download right now (no charge), and then  
 
2. I’ll send you a quick video where I’ll walk you through it, and finally,  
 
3. We’ll review it with you personally if there are still openings on the calendar.

A person holding a piece of paper Description automatically generated

I thought it would be a good idea to get an unfair advantage head start before the other 97% of LOs wake up on Jan 4th and think it’s a good idea to point the car in the right direction… 

Giving you the unfair advantage 😉 

Get 1 Page Business Plan For 2025 Here 

What You May Be Missing (and not even know it)

by

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

In this episode, your hosts, Carl White and Kevin Broughton dive deep into the essential ingredients for success in the mortgage business. Just like a great soup needs the right ingredients, your mortgage business requires key elements to thrive, especially as we approach 2025.

Join us as they discuss:

  • The importance of building a strong team and overcoming the mindset of “doing it all yourself.”
  • How internal resources, like a deal desk and underwriter advocates, can streamline your processes and save you time.
  • The critical role of technology in enhancing your business and staying competitive in a rapidly changing market.
  • The significance of effective training and ensuring it aligns with your goals.
  • The value of a supportive culture that prioritizes collaboration and mutual success.

Whether you’re a seasoned loan officer or just starting out, this episode is packed with insights that can help you identify what you might be missing in your business.

Don’t forget to share your thoughts and feedback with us at loanofficerfreedom.com!

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

Loan Officer Freedom