Daily Success Plan

You Have To Risk It

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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 emphasizes the importance of taking action and pushing through rejection or failure to achieve success as a loan officer.

He discusses the significance of effective communication with referral partners, particularly real estate agents, to generate more business and help families secure home loans.

He also highlights the benefits of role-playing and having scripted conversations to improve confidence and results in mortgage marketing.

Additionally, He encourages loan officers to embrace risk-taking and continuous improvement to increase their income and assist more clients.

To access the exact calls and scripts discussed in this episode, visit FreedomClubDemo.com for a one-on-one Zoom meeting with Carl.

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

How he got 32 referrals = $4.1M last month

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Tanner Ellis, a loan officer in our Freedom Club, went from 14 referrals resulting in$1.8MM in closed volume the month before, then figured out a way to get 32 referrals last month that resulted in 9 loans or $4.1MM in closed volume.

That means closing 1 loan for every 3 to 4 referrals.

“How did he get 32 referrals?” you ask…

Coach Doug told me it was by doing the Daily Success Plan and getting referrals from the handful of loans he was already doing and his past database.

That’s like free money!

Come to find out, in this case study, he simply spent time prospecting using the proven (and trademarked) Daily Success Plan.

Because of the increased closed loans (and more $$ in his pocket), he had room in his budget for some much needed help.

I have found that when you have help, you close even more loans with even less stress, which means even more $$ in your pocket while you are enjoying life even more.

When you are ready to see the plan that’s responsible for all of this coolness, pick a time and date here that works best for you and we’ll do a 1 on 1 Zoom call and walk you through it <no charge>.

Helping cowboys and cowgirls close more loans for decades and decades☺

My Secret Question

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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 discusses the importance of having the right team members to help loan officers close more loans efficiently.

He emphasizes the significance of asking the question, “Do I have the right person helping me?” to ensure success in the mortgage industry.

He also highlights the benefits of shared assistants for loan officers who may not be able to afford full-time help.

Additionally, He encourages loan officers to seek assistance and offers guidance on hiring and utilizing assistants effectively to boost productivity and profitability.

To explore further strategies on hiring assistants and enhancing your mortgage business, visit FreedomClubDemo.com to schedule a personalized consultation.

Don’t miss out on this opportunity to elevate your business and serve more families effectively.

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

Facebook Ad Secrets

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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 interviews Chelsea Gardner, a Facebook ads expert specializing in the mortgage industry.

Chelsea shares insights on running successful Facebook ads for loan officers, emphasizing the importance of targeting custom audiences and choosing the right objectives for ad campaigns.

The discussion covers the “Teach, Touch, Tell, Sell” method for ad content, highlighting the significance of building brand awareness and establishing relationships with referral partners.

Chelsea also mentions the benefits of using Facebook ads to reach real estate agents and past clients, ultimately driving leads and increasing brand visibility.

For loan officers seeking training and guidance in mortgage marketing, Chelsea offers a comprehensive Facebook ad course through the Mortgage Marketing Animals platform.

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

Case study: From 2 loans to now 10 loans this month

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Iris Guzman is a loan officer in Albuquerque, NM. She is an amazing person with an amazing story.. read on…

In a period of 6 months, her conversion percentages across all stages of her pipeline have increased from less than 5 % “referral to close” to over 33% and in February she funded 8 loans for $2,016,426 and closed out March with 10 fundingfor$2,452,644.

She already had amazing talent, it was simply a matter of putting together the right plan with the right people.

On Zoom meetings with Dan, her coach, she created a file flow and created the ideal role for what help she needed, and then he coached her on having a conversation with her manager on what she needed for him.

The result? Well, going from 2 loans 6 months ago to 10 closings this month, imagine you make $3,000 per loan.

That would be like going from $6,000 in a month in personal income to $30,000 this month!

We call that EPIC where I come from…

Iris texted Coach Dan and said, “I cannot believe this is really happening. I have to pinch myself..”

A big congrats to Iris for making it happen by pushing through the fears that we all have, and taking action anyway!

Is it your turn now? Let’s find out by having a chat. Pick a time and date that works for you best, and let’s see what’s possible for you☺

Pick A Day And Time Here

Loan Officer Freedom