Daily Success Plan Archives - Loan Officer Freedom

The $220 Million Team

February 26, 2025

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 incredible Sue Meitner, a top-producing branch manager who led her team to close an impressive $220 million in 2023!

Sue shares her journey, the secrets behind her team’s success, and how she cultivates a winning culture within her division.

Discover how Sue has managed to have four of her team members rank in the top seven of a large company and learn about the strategies she employs to attract and develop top talent.

From the importance of building relationships with realtors to the power of accountability and goal-setting, Sue provides valuable insights for both new and seasoned loan officers.

They also dive into the significance of Lunch and Learns, community engagement, and the mindset needed to thrive in the mortgage industry.

Don’t miss out on this opportunity to learn from one of the best in the business!

Connect with Sue Meitner: Website: suemeitner.com Instagram: @suemeitner

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

This is a random act of coolness (just for you)

February 24, 2025

So, I was thinking… What’s one thing I could do to help you close more loans without breaking a sweat?

Then it hit me. Give you Kevin’s book, Loan Officer Success. For free.

A person holding a book

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He interviewed 12 loan officers that were each closing over $100 Million in personal production for the year and then wrote down the things these top producers said moved the needle the most for them.

It’s packed with 12 strategies loan officers use RIGHT NOW to generate leads, build referral networks, and free up time.

The book’s digital version was too big to attach (trust me, I tried), so…
Tell me where to send it here.

Instant access. No waiting.

Some would tell you that “I’m only giving this to the first 400 people” or something silly like that which we all know is always BS.

But I will say Get it now as it will be a very good use of your time.

Social Distraction

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 dives deep into a common misconception that could be sabotaging your productivity as a loan officer.

Are you spending too much time on social media trying to build relationships with real estate agents through a lengthy multi-step plan?

Carl argues that this approach is often just a form of “creative avoidance” and distracts you from what truly matters: making the phone call.

Join Carl as he shares a straightforward, effective strategy to connect with agents and close more loans.

Discover how to:

Identify qualified agents.
Make impactful phone calls.
Deliver value and set up meetings.

Stop wasting time on social media and start taking action today!

If you’re ready to ditch the distractions and learn the exact script that can help you get agents referring deals to you quickly, visit getmoreloans.com for more information.

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

Turning Renters Into Buyers???

February 19, 2025

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 dives into a crucial question: Should loan officers market to renters at apartment complexes?

While understanding the market is interesting, Carl emphasizes that your marketing strategy is what truly dictates your success in closing loans.

He shares insights from a recent conference and explains why targeting renters can be a challenging and time-consuming approach.

Instead, he advocates for focusing on motivated buyers who are already ready to take action.

If you’re ready to start attracting the right kind of business and want to learn simple techniques to build your own well of steady referrals, visit wantmoreloans.com to schedule a call with Carl and his team.

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

Never try milking a squirrel (or wasting time on the wrong agents)

February 17, 2025

We know that referred leads close at a rate of around 25%, while social media leads close at just 1%. That’s 1 in 4 versus 1 in 100—no contest. Referred leads win every time.

So why don’t all LOs focus on the higher-converting, easier-to-close “referred leads”?

Because most haven’t learned the “never milk a squirrel” lesson.
(There’s a mental image that’s hard to forget, right?)

If you need milk for breakfast, you’re not chasing squirrels. You go for the cow with plenty to give. The same goes for referrals—you want to target real estate agents with enough buyer-side deals to make a difference.

Let’s break it down:

The average real estate agent closes just 4 buyer-side transactions per year. Of those, 1 buyer is paying cash, and 1 is using their bank’s loan officer or a family connection. That leaves only 2 potential buyers per year for you to work with.

Since referred leads close at around 25%, it would take 2 full years with that agent to close 1 loan.

Bottom line: You can’t afford to spend time prospecting agents who aren’t producing enough deals.

Instead, focus on agents closing 12 to 24 per year—that’s always been my personal sweet spot.

Agents at this level will help you close deals consistently, ideally 1 every month. But here’s the key: Only 4% to 5% of agents fall into this category—about 1 in 20.

The reason most LOs give up on prospecting isn’t because they’re doing something wrong—it’s because they aren’t qualifying agents before meeting them… or they are trying to milk squirrels…

Showing up at random open houses or cold-calling agents without qualifying them is like walking up to a palm tree and expecting apples. Or, worse yet, trying to milk a squirrel.

Sure, it might work, but not enough to matter.

Let’s focus on closing more loans, not chasing squirrels.

When you’re ready to stop wasting time on low-producing agents, let’s talk on how you can get a list of over 1,000 qualified agents in your area with just a click, along with other epic ways to build these solid relationships.