Tag: Coaching Program

The Road Ahead: Analyzing Mortgage Trends and Strategies for Success

November 6, 2024

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 Road Ahead: Analyzing Mortgage Trends and Strategies for Success

November 4, 2024

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: LoanOfficerStrategyCall.com

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

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.

The Truth Score

October 30, 2024

In this video, Carl White and Kevin Broughton dive into the concept of the “Truth Score,” a personal accountability tool designed to help you evaluate your daily performance in the mortgage industry.

Our host shares the acronym TRUTH, breaking down each component:

T for Tenacity: How fiercely did you tackle your day?
R for Ritual: What daily success plan did you adhere to?
U for Unwavering Commitment: Are you mentally all in for your mission?
T for Tracking: Did you keep track of your leads and thank your sources?
H for Heart: Did you approach your day with kindness and passion?

Join us as we explore the importance of self-assessment and commitment in achieving success.

Click Here to Download the FREE Excel sheet

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

When and Who Do You Call For More Referrals

October 28, 2024

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 Jami discuss the staggering differences in closing ratios between social media leads and realtor referrals, emphasizing the need for effective prospecting strategies.

Discover the three essential groups of real estate agents that every loan officer should focus on: pre-coffee, post-coffee, and the coveted Focus 40.

Learn how to prioritize your calls, maximize your follow-ups, and leverage existing relationships to generate more referrals.

Want more loans? Visit wantmoreloans.com to set up your free coaching call!

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