Daily Success Plan

Look For People Who Are Looking For You

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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 Steve Kyles discuss the concept of making the mortgage process easy and convenient for both clients and loan officers.

They delve into the importance of having a structured team in place to handle different aspects of the loan process, allowing loan officers to focus on sales and building relationships.

Steve shares insights on the roles of a pre-approval specialist and a loan partner in streamlining the mortgage process.

They emphasize the significance of removing friction and chaos from the mortgage business, highlighting the benefits of clear communication and efficient processes.

Join Carl and Steve as they explore how prioritizing ease and convenience can enhance the mortgage experience for clients and drive business growth for loan officers.

To learn more about streamlining your mortgage business and making it easier for both your team and clients, schedule a 30-minute consultation with Steve at meetupwithsteve.com.

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

How a loan officer beat a condor… 

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Well, I should really call this “How a human beat a condor”… 
HUGE take-home message on this one FOR loan officers. 
 
A recent study was conducted on what is the most efficient animal on Earth.  In other words, how many units of energy to travel one mile, what animal uses the least amount of energy to do that. 
 
After measuring hundreds of different animals, they printed up the report.   
 
Just as an FYI, humans ranked in the bottom 3rd… so not so good. 
 
The condor won.  Because it harnesses the energy of the wind to glide, it was the clear winner…. 

… UNTIL something happened… 
 
When they measured a human on a bicycle, the human won by a lot. Humans on bikes were tremendously more efficient than even the mighty condor. 

You see, man is a tool builder and a tool user.  That’s what sets us apart from all the others. 
 
Using tools is our “unfair advantage”. 
 
So that got me thinking… 
 
MAKE SURE TO USE TOOLS TO GIVE US THE ABSOLUTE ADVANTAGE!! 
 
So as loan officers, use power dialers, email marketing, texting tools, video marketing, use your CRM, ….. 
 
I think you are getting the picture here. 
 
Tools are what make us the masters of the animal kingdom and masters of our business. 
 
By the way, did you know that the LoanOfficerCRM.ai has all of those things, and more, in one simple tool? 
 
Yepper. 
 
Think PhoneBurner, BombBomb Video, Group Texting, SalesForce, AND the ability to look up Realtors production reports nationwide WITH their cell phones and email address… 
 
.. All in one easy-to-use tool. 
 
To see a quick demo, just go to LoanOfficerCRMdemo.com and I’ll hook you up for a 1 on 1 demo.  It’s CRAZY GOOD!

But What If I Screw Up

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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 Kristin Simpson discuss the importance of overcoming fear and taking action in the mortgage industry.

They share personal stories, insights, and practical tips on how to push past fear of failure and make progress in your career.

Kristin offers insights on preparation, mentorship, and facing fears in mortgage marketing and loan officer training.

Don’t miss out on this valuable discussion and take the first step towards overcoming fear and achieving your goals in the mortgage business.

Visit DailySuccessPlan.com to schedule a coaching session with Kristen and start moving forward in your mortgage career.

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

The Ultimate Value Add

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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 and Krista discuss the importance of recognizing one’s value as a loan officer in the mortgage industry.

They emphasize that loan officers are the prize and that their unique personalities and qualities are what attract clients, not just the tools or widgets they offer.

They highlight the significance of building relationships with referral partners and clients based on genuine connections rather than relying solely on marketing tools like Zillow leads.

They also touch on the value of being a giver in business relationships and the importance of aligning with like-minded individuals in the industry.

Don’t miss this enlightening episode and remember, you are the prize in your business endeavors.

To learn more about loan officer training programs, mortgage coaching, and effective mortgage marketing strategies, visit www.meetupwithkrista.com or call the office at 727-785-2275.

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

The Power of Follow-Up: Doubling Business for Realtors

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In this video, Carl White shares valuable tips for loan officers on how to increase referrals from existing referral partners.

He emphasizes the importance of building relationships with real estate agents and offers strategies to improve conversion rates.

He also suggests analyzing the buy side production of referral partners and engaging in effective follow-up to enhance business opportunities.

Additionally, He introduces the concept of the “follow-up refer back program” to help loan officers double their referral partners’ business.

Don’t miss out on maximizing your referral opportunities and increasing your loan volume.

To access additional resources and tools mentioned in the episode, visit MMAdemo.com.

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

Loan Officer Freedom