Tag: Daily Success Plan

How to Ask Your Branch Manager for Help (The 90-Day Trust Script)

January 7, 2026

A smarter 2026 starts by getting the right support in place and it starts with a clear 90-day plan you can map out step-by-step at LoanOfficerStrategyCall.com.

In today’s Wednesday Quick Tip, Carl and Maria White roleplay a conversation every producing loan officer needs to master how to ask your branch manager for help before burnout hits. If you are stuck at 3 to 6 loans a month and being told, “Hit 8 to 10 first, then we will help,” this video flips that thinking on its head.

Carl shares a simple, proven script built around trust, alignment, and a 90 day commitment showing how to position an assistant as a win for the branch, not just for you. You will learn how to frame the conversation around making the company more money, setting clear expectations, and removing the biggest fear branch managers have when adding support.

If you want help scripting this conversation, understanding what assistants actually do, or mapping out what your team should look like at the next production level, this quick tip will give you a huge edge before you even walk into the meeting.

Staying in Your Lane: Grow More by Doing Less

Episode 613

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 sits down with Jonas Rosenberg, a top producing loan officer at Summit Funding, to share what happened when his entire team left and he was forced to rebuild his business from scratch. Jonas opens up about how that reset exposed unhealthy habits, pushed him to simplify his role, and ultimately helped him create more momentum with far less stress.

Jonas explains how defining clear non negotiables around nights, weekends, and availability changed both his business and his marriage. He walks through why staying in his lane, trusting his LP1 and LP2, and focusing only on lead generation allowed his team to regain consistency faster than expected.

You will also hear how Jonas drives steady production through visibility, community involvement, first time homebuyer classes, and strong past client relationships. He breaks down his lead targets, conversion math, and why being better known still outperforms flashy tactics and short term trends.

If you want to close more loans without working more hours, build a team you can trust, and create boundaries that actually fuel growth, this conversation with Jonas Rosenberg delivers a powerful blueprint for sustainable success in the mortgage business.

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Come To Find Out, I Don’t Really Suck…

January 5, 2026

Episode 612

If you want a simple framework to stop overthinking lost deals and start winning more business by fixing what actually matters, visit GetMoreLoans.com.

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

In this episode, Carl sits down with Jim Reed for a candid, practical conversation about why loan officers lose business and why it usually has nothing to do with rates, skill, or talent.

Carl breaks down the four real reasons someone does not choose you, they did not know you, they could not relate to you, you did not present a clear plan, or you never asked for the commitment, and explains how most loan officers make these problems far bigger in their head than they actually are.

The discussion dives into visibility, relatability, simple follow up plans, and why asking for the business is often the fastest lever to pull if you want immediate growth, along with real stories that make these concepts easy to understand and apply.

If you have ever walked away from a missed opportunity thinking you just were not good enough, this episode will help you reset your mindset, focus on the right activities, and realize that fixing a few small things can dramatically change your results.

2026 Starts Now: Donate One Year to Your Future Self

December 31, 2025

A smarter 2026 starts with a clear 90-day plan, and you can build yours step-by-step at 90DayMapout.com.

Carl White opens up about a message his dad told him at 22 that changed the direction of his life. The challenge is simple: one year from now will show up no matter what, so imagine donating the next 12 months to becoming the future version of yourself who finally gets the traction you’ve always wanted. He asks loan officers to picture one uninterrupted year of showing up bigger, loving people better, and treating their mortgage craft like a profession instead of just another transaction.

Carl explains how a single year of intentional focus can rebuild confidence, deepen relationships, and remove the noise that quietly steals momentum. His point is not about grinding harder, but about becoming someone who can handle more, influence more, and create results that feel earned, aligned, and almost impossible to believe when looking back at where the journey started. Real transformation happens when the decision becomes personal, and when the plan matches the life you’re actually working to build.

The reminder is clear: transformation is not owned by the calendar flip, it is owned by the decision to go all-in on yourself, even if just for one year. One year of clarity and consistency can change everything, if you let it. 2026 becomes extraordinary when someone decides that a year from now, they will be different on purpose.

Dave Kammerer: He’s #1 In Volume And Here’s How

Episode 611

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 sits down with Dave Kammerer, the number one producer in volume at Summit Funding, to unpack how he consistently leads a massive branch while still producing at an elite level himself. Dave shares what it really looks like to be a producing branch manager, why most people misunderstand that role, and how he intentionally built his personal production to run efficiently so he could also coach, lead, and grow others.

Dave breaks down his philosophy around time blocking, calendar control, and being highly impactful in short conversations, whether that is with loan officers, referral partners, or clients. He explains how focusing on what you can control eliminates noise, sharpens decision making, and allows you to scale both production and leadership without burning out.

You will also hear exactly where his business comes from, including how roughly half of his volume is driven by past clients and database relationships, how he stays top of mind through simple systems and client events, and why genuine curiosity about people is one of the most powerful business development tools loan officers overlook.

If you want to learn how a true leader balances production, coaching, and legacy building while staying competitive and fulfilled, this conversation with Dave Kammerer delivers a masterclass in efficient growth, servant leadership, and long term success in the mortgage business.