Daily Success Plan

How She Increased Production from 2 to 10 Loans Per Month and Climbing

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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 chats with Kambi Heywood, a seasoned loan officer from Cranbrook, BC, Canada. With 27 years of experience in the industry, Kambi shares her journey of transformation, going from closing 2-4 loans a month to an impressive 9-10, and her ambitious goal of reaching 15 deals per month.

In this episode, Kambi discusses:

  • Her passion for snowboarding and how it connects her with her family.
  • The importance of gratitude in her daily routine and how it shapes her mindset.
  • The role of agency in her success and how it empowers her to positively impact those around her.
  • The significance of the “Axe of Freedom” and how it has helped her streamline her business activities.
  • Tips for conducting meaningful annual mortgage reviews and fostering client relationships.
  • Her vision for giving back to the mortgage community and supporting her team.

Kambi’s story is a testament to the power of gratitude, teamwork, and continuous learning.

Whether you’re a seasoned loan officer or just starting out, her insights will inspire you to elevate your business and make a positive impact in your community.

Join us on this journey and see what amazing things 2025 can hold for you. Visit loanofficerbusinessplan.com now!

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

The Election Is Over, Now What??

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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 Owen Lee discuss the fluctuations in stock market futures, the rise of Bitcoin, and what it all means for mortgage rates in the coming months.

They explore the concept of the “red wave trade” and how consumer confidence plays a crucial role in the housing market.

Owen shares his insights on how the election results are influencing the bond market and interest rates.

As they analyze the emotional aspects of home buying, Carl and Owen emphasize the importance of staying proactive in marketing and prospecting, regardless of political outcomes. 

Tune in now and get ready to make the most of the upcoming market opportunities!

Don’t miss out on Owen’s expert market updates—connect with him on LinkedIn at Owen Lee.

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

How She Sets 5 Realtor Appointments Per Day

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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 his partner Chris Johnstone dive deep into the world of appointment setting with Jennifer Woodland, a key player in our concierge program.

They explore the most effective ways for loan officers to maximize their time and increase their closings through strategic realtor referrals.

Jenn shares insights on how her team reaches out to past clients, pre-approved buyers, and qualified real estate agents to set appointments that lead to more business.

Key topics include:

  • The importance of realtor referrals and how to secure them
  • The process of setting appointments with past clients and agents
  • Tips for maintaining energy and motivation while making calls
  • The role of technology and automation in appointment setting

Discover the surprising statistics on closing ratios for social media leads versus realtor referrals, and learn why building relationships with real estate agents is the best use of a loan officer’s time.

Visit LOAppointments.com to learn more about how our concierge program can help you achieve your goals!

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

The Road Ahead: Analyzing Mortgage Trends and Strategies for Success

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In this video, Carl White sits down with Owen Lee, Vice Chair of the MBA and CEO of Success Mortgage Partners.

Fresh from the MBA’s annual convention in Denver, Owen shares valuable updates and predictions for the mortgage market, including interest rate forecasts and origination trends.

Don’t miss out on the chance to download the accompanying slides packed with data to share with your referral partners and enhance your marketing efforts.

Download the slides here.

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

The thingy I promised

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Here’s the 1 page business thingy that I promised. 
 
Just tell me where to send it and I’ll email and text it to you (to make sure you get it). 
 
(I tried attaching it to this email, but Gmail wouldn’t let me do that to a large subscription group.) 
 
1. I’ll give you the 1-page plan to download right now (no charge), and then  
 
2. I’ll send you a quick video where I’ll walk you through it, and finally,  
 
3. We’ll review it with you personally if there are still openings on the calendar.

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I thought it would be a good idea to get an unfair advantage head start before the other 97% of LOs wake up on Jan 4th and think it’s a good idea to point the car in the right direction… 

Giving you the unfair advantage 😉 

Get 1 Page Business Plan For 2025 Here 

Loan Officer Freedom