Tag: Daily Success Plan

My Secret Question

April 29, 2024

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

April 24, 2024

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

April 22, 2024

In the dynamic world of mortgage lending, efficiency and client satisfaction are key. Loan Officer A.I. CRM, a groundbreaking innovation by Connection Inc., is transforming the landscape for loan officers. This blog explores how this CRM stands as a beacon of progress, offering unparalleled tools for success.

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

Getting Realtor Performance Numbers

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 Chris Johnstone discuss the guaranteed way to meet with top real estate agents.

They delve into the importance of marketing to real estate agents, focusing on qualified agents who have a higher likelihood of generating business.

Chris introduces the AI-powered Loan Officer CRM, which allows loan officers to easily search and pull data of qualified real estate agents, set up automated follow-up campaigns, and even use a power dialer for efficient outreach.

They also touch on the benefits of running targeted Facebook ads to these qualified agents.

To learn more about this powerful tool and take advantage of the special offer to get real estate agent data for free, visit LoanOfficerCRM.AI.

Don’t miss out on this opportunity to streamline your marketing efforts and boost your success in the mortgage industry!

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

Getting More Loans Through SEO

April 17, 2024

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 Chris Johnstone dive into the world of SEO and how it can help loan officers get more loans.

They discuss the importance of ranking on Google and the upcoming shift towards AI search engines.

Chris shares valuable insights on how to influence Google rankings and the significance of local authority in SEO.

They also touch on the pros and cons of using shenanigans in SEO and the benefits of being an early adopter in the AI search space.

If you’re interested in learning more about how to improve your online presence and get more high-quality leads through SEO and AI, check out toploai.com to schedule a consultation.

Don’t miss out on this valuable information that can transform your mortgage business.

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

Loan Officer Freedom