Daily Success Plan

This Is What Holds Most LOs Back

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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 dive deep into the topic of self-worth and how it can impact the success of mortgage loan officers.

They discuss the importance of recognizing one’s own value and how it can lead to greater achievements in the industry.

Krista shares insights from their eight-week boot camp, where they cover topics such as call reluctance, scripting, team structure, and more to help loan officers excel in their business.

Carl also highlights the significance of surrounding oneself with positive influences and the impact it can have on personal and professional growth.

To learn more about the boot camp and the topics covered, visit MeetupwithKrista.com.

Don’t miss out on valuable insights and tips shared by Krista and Carl!

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

It’s a battle..

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A buddy of mine, Kevin, made a great point the other day. Check this out…

Although the 13 colonies DECLARED our Independence on July 4, 1776, we didn’t really achieve it as a nation until 1783.

So when we celebrate “Independence Day” on the 4th, that wasn’t the actual day of our independence.

Nope.

Our Country is free today LESS because of the Declaration that was signed in 1776, and MORE because of the 7+ years of war that were waged after it to secure the OUTCOMES of our DECLARATIONS.

Moral of the story – If you make HUGE DECLARATIONS in life (and I recommend that you do), I wouldn’t recommend sitting back then and waiting for them to come true. I’d prepare for the war that will inevitably follow.

Reminds me of Susan Bingman when she told me, rather she DECLARED, she was going to close 8 loans in July. That may not seem like a big deal to many of you, but that was just 2 months ago and the most she had closed in any month so far this year was 2.

We mapped out her Fast Action 90-Day Plan together.

Her results so far, she has 9 set to close in July.

How did she do it?

First of all, she had a burning desire. Then she just simply followed a plan which started with a quick 1 on 1 Zoom meeting, just like we’ll do with you.

Just go here and I’ll set it up for you.

Fast Action 90 Day Plan

So make your deceleration, put together your action steps, and put your boots on, and let’s secure YOUR freedom.

The Key to Top Producing Loan Officers’ Success: Referral Partners

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In this video, Carl White shares a shocking report on where top-producing loan officers get most of their business.

Discover the key strategies used by successful loan officers to generate referrals and leverage their past database.

Carl also dives into the power of video marketing and provides a sneak peek into his video marketing training.

Learn the “Teach, Tell, Touch, Sell” method for creating engaging videos that convert leads.

If you’re looking to boost your marketing efforts and learn more about video marketing, visit mmademo.com for a demo of the tools available.

Don’t miss out on this valuable insight into effective marketing strategies.

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

Where To Start For A Refresh

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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 sits down with Krista to have a candid conversation about getting started in the mortgage industry.

  • Mind shift and perspective
  • Structuring your day for prospecting
  • The concept of Call Stars, its importance, and what this micro-community looks like
  • How loan officers in our branch have achieved their successes
  • The importance of taking risks with commitment, even at the risk of looking foolish

They also touch on the Loan Officer Breakfast Club, mortgage leads, referral partners, and the value of mortgage mentoring.

To learn more about the eight-week boot camp they talked about and how to align yourself with the right people in the industry, visit meetupwithkrista.com to schedule a call with Krista.

Don’t miss out on valuable tips and advice for success in the mortgage industry.

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

Easiest group of people to get referrals from

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Having a team that has closed literally over $1B a year time and time again, I’ve learned a thing or two.

One of the biggest lessons that I have discovered is, it’s easier to get people that are referring you a few deals a year, to send you more deals, than getting people who aren’t sending you deals to send you deals.

So it’s way easier to get “them” to send you even more… and I mean like WAY easier.

So here’s the plan:

  1. Get a list of all the agents that have referred to you in the last 12 months.
  2. Look up their production in one of the programs that shows their “buy side production”. (like MMI or LoanOfficerCRM.ai)
  3. If you got a shot of at least 50% of the buy side units they closed, youare in good shape, no need to change anything (this will be rare)
  4. If you got less than 50% of the buy side units they closed, this is your easiest and most effective targets to grow your business.
  5. Simply call them up, tell them how much you appreciate working with them, and remind them that with your “Follow Up and Refer Back” program,(some of you may know this as our “Golden Eye Opener” program) that you will help them close even more of their current leads by following up on their prospects along with them.

The ”Follow Up And Refer Back” program that is part of the MortgageMarketing Animals system, averages an additional 16 closed deals to refer back to these agents each and every year, and we, of course, are the lender of those deals.

This has been such a game-changer for us, I’m sure it will be for you too.

So just to be clear, I’m not saying not to prospect to agents that you haven’t worked with before, I’m just saying let’s get more from what you already have first.

First = Fast Money ☺

If you are not sure what this killer system is, I’ll be happy to hook you up with exactly how it works (and there is no software or widget to buy).

Just go here and we’ll walk you through it. It just flat-out works ☺

Talk soon.

Loan Officer Freedom