Tag: Daily Success Plan

Episode 605

To see more of this loan consultation checklist, visit GetMoreLoans.com and ask the team for the full breakdown.

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

In this episode, Carl is joined by top producer Jenay Bowen, who consistently closes eight to nine units a month by following a structured loan consultation process that dramatically increases conversion and minimizes surprises for buyers and agents. Jenay walks through her three part framework intro, nuts and bolts, and close and explains how it transforms the pre approval meeting into a smooth, predictable, and highly professional experience.

You’ll hear how she uses a simple 21 point checklist to stay on track, avoid missed steps, and set clear expectations from the start, which she says eliminates up to 90 percent of the problems that usually surface later in the transaction. Jenay shares how she educates clients with real numbers, guides couples to get aligned on budget, and uses her triangle of trust approach to strengthen agent relationships in every meeting. She also breaks down her pilot and turbulence story that prepares buyers for the journey ahead and shows why it boosts confidence and trust.

Carl and Jenay dig into her closeout strategy, including why she has every borrower sign their application on the spot, how she asks for referrals in a natural way, and why this meeting creates pre approvals that agents view as solid as cash. Her system leaves nothing to chance and gives loan officers a repeatable process that increases conversion without adding more hours to the day.

If you want pre approvals that stick, smoother transactions, and a consistent path to higher conversion, Jenay’s process gives you the blueprint.

Connect with Jenay at: Jenay.Bowen@SummitFunding.net

Episode 604

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

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

In this episode, Carl is joined by top-producing loan officer and team leader Sarah Cox, who breaks down her full 5 star client experience system and explains how she consistently turns borrowers into lifelong fans. Sarah shares how a simple Walt Disney quote on her desk sparked the idea for a client journey that feels thoughtful, tangible, and unforgettable in a world full of digital noise and lookalike lenders.

You’ll hear how she re-engineered every stage of the client path, from branded thank you postcards with QR-activated homebuyer guides, to glossy pre-approval packets that feel like a true milestone event, to sweet contract gifts, to a clear to close pizza box that creates excitement and earns glowing reviews. She even walks through the watercolor home magnets she gives at closing, a unique top-of-mind tool that stays on the client’s refrigerator long after move-in day.

Sarah and Carl also explore how these touchpoints spark more referrals, how she built the system so her whole team can use it, and how she’s using this experience strategy to book more agent appointments than ever before. She opens up about what she learned from major brands like Disney, Apple, and Coca-Cola, why she believes loan officers should invest 8 to 10 percent of gross revenue back into marketing, and how this shift is helping her team close more loans with less chasing.

If you want to separate yourself from every lender down the street and create a client journey that builds loyalty, referrals, and remarkable moments, Sarah’s blueprint will show you how to elevate your entire business and become the person of interest that borrowers and agents are drawn to.

Connect with Sarah and see how she runs her operation at StartWithSarah.com