Purchases and Refis ~ The 70/30 Approach

In this value packed episode of Loan Officer Freedom, Carl White and Steve Kyles enlighten you as to why they feel the 70/30 approach regarding purchases and refis in a loan officer’s production per month is what they refer to as the sweet spot. Follow their proven activities to steer away from complacent thought processes.

 Join Carl and Steve as they share ways to clear the path, gather the tools, and turn your outlook around on hiring someone to increase your production. Don’t let overthinking detour you from learning how to delegate and build a team so you can do things that make you more money and begin to realize that even more is even easier.

 If you’d like us to help you set up a successful plan to grow your mortgage business with strategies that we’ve shared on this episode, set up your complimentary strategy call today by visiting www.LoanOfficerStrategyCall.com

One Script to Increase Loans and Stop The Rate Shoppers

How to Take It from Lead to Close the Right (and Easiest) Way

In this video, Carl White breaks down the essential steps for taking a lead all the way to a successful close—without unnecessary complications. Whether you’re a seasoned loan officer or just starting out, Carl provides actionable advice and strategies to help streamline your processes and make your business more efficient.

Here’s what you’ll learn:

  • The Four Main Areas of Business: Carl covers the key components that every loan officer needs to master for long-term success. By understanding these pillars, you’ll know where to focus your time and energy to see the best results.
  • Building a Clear Mortgage Plan: Discover how to create a straightforward, effective plan for each client, helping you stand out as a trusted expert.
  • Effective and Productive Processes: Learn how to set up systems that save you time, reduce stress, and deliver consistent results.
  • Shifting Your Mindset: Carl challenges the common misconception that simply getting more leads will solve every problem. Instead, he emphasizes the importance of maximizing the leads you already have.
  • Tracking for Success: Master the art of tracking your processes, from who you’re contacting to what actions you’re taking and when. This ensures nothing slips through the cracks, making your business more organized and productive.

If you’re ready to simplify your business, close more loans, and deliver exceptional service, this video is packed with insights you won’t want to miss. Watch now and take your business to the next level!what, when & where

Building a Team to Build Your Business

On this episode of Loan Officer Freedom, the #1 podcast nationwide for loan officers, I’m joined by my friend and Freedom Club member, Landy Garcia.

Landy has built a world class team by learning that being aware of the boiling point during your mortgage business growth, helps you know when it’s time to hire.

He explains that when he started the increase from 5 to 7 loans per month to 10 to 11 loans per month, that’s when he felt the impact of not being able to do it alone. 

Using the Axe of Freedom that Mortgage Marketing Animals has taught him in his coaching journey, he targeted certain areas where he needed help. That’s where the roadmap to success began, giving him more time with his family and to do the things he loves to do. 

To learn more about the Axe of Freedom and building a dream team, connect with us one on one for a free coaching call with our top strategist. Schedule Now <entirely free>  

What Loan Officer Leadership Podcast Is All About

Loan Officer Leadership shows you how to implement strategies that you can put into play today. On this podcast, Steve Kyles interviews top producing loan officers as they give you the tools to bring a simple and consistent process that produces a repeatable, referable experience for your mortgage business.

Build A Solid Team, Get Better Results

On this episode of Loan Officer Freedom, the #1 podcast in the world, I’m joined by Adam Crosley out of CrossCountry Mortgage-Team Crosley, located in upstate New York.

Adam has built a team that takes on certain parts of the transaction process so that it is streamlined to be consistent and focused. This has allowed his mortgage business to pull in over 100 leads and 30 closings per month. 

We’ll run through processes that he and his team use to automatically reach out to his database, and you’ll hear how he really puts in effort to build relationships. 

If you want to learn more on how to structure your team for better results, schedule a complimentary strategy call today with us.