Tag: Daily Success Plan

What Happens When You Go All In? 

On March 4th, a group of loan officers from all over the country blocked off their day, signed on to my Zoom meeting, and committed to speaking with 50 people—not just making dials, but actually having 50 real conversations with people who can send them business. 

And here’s what happened: 
 
Together, we received over 311 referrals.  Keep in mind, that these aren’t like junk social media leads, these are referrals that typically close for my team at a rate of about 20 to 25%. 
 
Imagine that!!  That would be over 60 closed loans for those that took action all from 1 day’s work! 

• Jason Waters made 153 calls, spoke to 54 people, got 5 referrals, and set 1 appointment. 

• Sue Moody made 83 calls, had 51 talk-to’s, and locked in 7 referrals. 

• Dennis Gryder booked 9 realtor appointments from his calls. 

• Tara McCafferty made 125 calls, spoke to 33 people, and set 9 appointments. 

• Frank Garay landed a 5.5 million dollar deal and got 2 additional referrals. 

• Hil Smith made 56 dials, had 30 conversations, and secured 12 referrals. 

• Kim Bauguess had 27 conversations got 6 referrals and 1 top-producing realtor meeting. 

• Tracy Lindsey had 30 conversations, got 6 referrals and 2 refi apps. 

• Paulina Baque Ramos had 50 conversations and walked away with 12 referrals. 

• Mickey Lynam got 4 strong purchase referrals. 

• Jay Atterstrom only had 7 talk-to’s, but turned 3 of them into applications. 
   

And that’s just 11 of the LOs that were on the Zoom meeting making things happen!! 
 
And that doesn’t even count the dozens and dozens of meetings set with top-producing real estate agents to get even more referrals going forward!! 
 
This wasn’t luck. It wasn’t a fluke. 

It was just loan officers doing what real salespeople do—picking up the phone and making things happen. 

Blocking & Tackling: The Foundation of Sales Success 

There are a lot of distractions in this industry.  

Every day, we see shiny new marketing tactics. AI-generated content. Social media funnels. Fancy automation tools.   
 
All good stuff but none of that replaces picking up the phone and talking to people. 

The top loan officers don’t sit around waiting for leads to trickle in. They create opportunities by making calls, setting appointments, and building relationships. 

If you want to be a complete loan officer, you need to incorporate calls and meetings into your daily routine. 

That’s where the money is made. 

And the Call Stars 50 Blitz proved it once again. 

Your Invitation to the Next Call Stars 50 Blitz 

If you’re reading this thinking, “I should have been there,” I have good news for you. 

We’re doing it again. 

The next Call Stars 50 Blitz is coming soon, and I want you to be part of it. 

Here’s how it works: 

• Block off your entire day—no distractions, no meetings, just making calls. 

• Meet with me a few days before so I can share with you WHO to call and exactly what to say to them to help you to see if you can get the same results that hundreds of loan officers around the country got last Tuesday. 

• Come prepared with a list of at least 250 contacts—not everyone will answer, so you need a strong list. 

• Join us on Zoom and fly with the flock—we stay accountable, push each other, and celebrate wins in real-time. 

• Follow the simple script and start having real conversations. 

That’s it. No gimmicks. No fluff. Just real work that gets real results. 

I just finished my morning bike ride, and I was pondering the entire 2 hours, so I thought I would come in and download from my brain my thoughts while peddling this morning. 

First of all, let’s cut through the noise. 

If you’re looking to make more money, close more deals, and build a business that doesn’t run you into the ground, then keep reading—because this is the No B.S. Guide to Making More Money in 2025 as a Loan Officer. 

Warning: 
I’m not here to give you fluff. I’m here to tell you what actually works. 

Step 1: Own Your Mornings Like a Top Producer 

Most loan officers waste their mornings on emails, paperwork, or “getting ready” to work. 

The best loan officers make money first. 

Here’s how: 

• One hour of outbound calls – Call past clients, pre-approved buyers, and realtors. 

• One hour of follow-ups – Nurture leads who are “thinking about it.” 

• One hour of business-building – Post content, network, or meet with referral partners. 

Hard truth: If you’re not making money before noon, you’re losing money. 

Step 2: Stop Chasing – Start Attracting 

Most loan officers chase leads. The top producers attract them. 

Here’s how: 

• Communicate with your ideal referral partners and clients.  

• Post real success stories, not boring mortgage facts. 

• Stay top-of-mind with a weekly email, video, or text to your database. 

Reality check: If people don’t know who you are, they’re not sending you business. 

Step 3: Follow Up Like a Closer 

Want to make more money? Talk to people more times than you think you should. 

Most loan officers call a lead once and never follow up. That’s why they struggle. 

Here’s the fix: 

• If they don’t say no, assume they still need you. 

• Don’t ask, “Are you still interested?” Instead say: 

• “Hey [Name], just checking in—did you find a home yet, or is the search still on?” 

• Follow up at least 7 times. 

Loan officers who follow up the most, close the most. Simple math. 

Step 4: Build a Referral Machine 

Want more high-quality leads without buying them? Get more referrals. 

Here’s how: 

• Give before you get. Do a favor for a realtor or past client first. 

• Ask the right way. Instead of “Know anyone who needs a mortgage?” say: 

• “Who’s the next person I should be introduced to?” 
   

• Follow up on those referrals like green on a pickle and thank the person who referred them to you, whether it works out or not. 

Referrals aren’t random—they’re earned. 

Step 5: Cut the Time-Wasters 

Most loan officers drown in busy work that doesn’t make them money. 

Here’s what to outsource or automate as soon as possible: 

• Loan processing – Get a Processor. 

• Social media posting – Hire a VA. 

• Chasing conditions and putting out fires – Get a Loan Partner. 

Your job isn’t paperwork—it’s getting new business. Everything else should be delegated. 

Ready to Take Action? Here’s the Three-Part Challenge 

1. Lock in a “Money-Making Morning” – Outbound calls, follow-ups, content. 

2. Follow up with every warm lead at least 7 times. 

3. Send one referral request per day. 

Do this for 30 days and watch your income grow. 

Want accountability? Join me and thousands of loan officers using my patented scripts and conversation guides. 
 
This is where the real closers are sharpening their skills daily. 

No gimmicks. No fluff. Just real results. 
 
Go to GetMoreLoans.com and tell them you want to go over my proven plan and scripts and they will give you some… free. 

Let’s win 2025. 

If you’re serious about closing more deals and scaling your business, don’t just read this—implement it. And if you want a community to hold you accountable, This Is Where Your Journey Starts.