Daily Success Plan

What You May Be Missing (and not even know 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 hosts, Carl White and Kevin Broughton dive deep into the essential ingredients for success in the mortgage business. Just like a great soup needs the right ingredients, your mortgage business requires key elements to thrive, especially as we approach 2025.

Join us as they discuss:

  • The importance of building a strong team and overcoming the mindset of “doing it all yourself.”
  • How internal resources, like a deal desk and underwriter advocates, can streamline your processes and save you time.
  • The critical role of technology in enhancing your business and staying competitive in a rapidly changing market.
  • The significance of effective training and ensuring it aligns with your goals.
  • The value of a supportive culture that prioritizes collaboration and mutual success.

Whether you’re a seasoned loan officer or just starting out, this episode is packed with insights that can help you identify what you might be missing in your business.

Don’t forget to share your thoughts and feedback with us at loanofficerfreedom.com!

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

The Truth Score with Kevin Broughton

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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 dives into an innovative concept called the “Truth Score,” created by our guest, Kevin Broughton.

This unique self-assessment tool is designed to help loan officers and sales professionals evaluate their daily performance based on five key components: Tenacity, Ritual, Unwavering Commitment, Tracking, and Art.

Kevin shares how he grades himself each day and the importance of being honest in this process.

He emphasizes the need for a daily ritual and unwavering commitment to achieve success in the mortgage industry.

Additionally, he discusses the significance of tracking leads and maintaining a positive attitude in the workplace.

Want to implement the Truth Score in your own life? Kevin has created a handy Excel spreadsheet to help you track your scores! Visit KevinTruthScore.com to get your copy and start your journey toward greater accountability and success.

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

The Truth Score

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In this video, Carl White and Kevin Broughton dive into the concept of the “Truth Score,” a personal accountability tool designed to help you evaluate your daily performance in the mortgage industry.

Our host shares the acronym TRUTH, breaking down each component:

  • T for Tenacity: How fiercely did you tackle your day?
  • R for Ritual: What daily success plan did you adhere to?
  • U for Unwavering Commitment: Are you mentally all in for your mission?
  • T for Tracking: Did you keep track of your leads and thank your sources?
  • H for Heart: Did you approach your day with kindness and passion?

Join us as we explore the importance of self-assessment and commitment in achieving success.

Download the excel sheet for FREE at www.KevinTruthScore.com

I can’t believe it’s already happening… again.

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I was on a Zoom meeting on Thursday, and they were already talking about goal setting for 2025. 
 
Holy crap, I can’t believe it’s approaching that time of year again… everyone’s gearing up to set those big “goals” for next year.  
 
Here’s the reality: most people set these same goals every January, just like they did the year before…and the year before that.  
 
And guess what?  
 
They’re no further ahead today than when they first started this whole “goal-setting ritual.” 
 

For the past 25 years, I do things differently.  
 
I’m not about “wishful thinking” or lofty goals.  No ma’am, no sir! 
 
Instead, I map out real plans with concrete steps and deadlines that get you results. 
 

Let me share a story. 
 
Brian Fenlon struggled with his schedule and commitment. After a Plan Map Out, he went from 5 deals a month to 15 in just 8 weeks, including new realtor referrals. 
 

How did we help him, we tossed out the “goals” and crafted a step-by-step plan with specific daily actions and hard deadlines.  
 
After just 2 months of sticking to this plan, he surpassed his original “goals” and hit that 15-loan mark.  
 
It wasn’t magic—it was a real plan in action. 
 

So here’s my question to you: are you ready to break the cycle?  
 
Instead of setting another “goal” for the new year, let’s put a plan in place that will move the needle. 
 

Go Here and we’ll help you build your action-based plan with deadlines.  
 
No more New Year’s “goals” that never quite happen—this time, it’s different. 
 

Looking forward to seeing you make big moves, 
 
Don’t wait until January to start; book your call now, and let’s start planning your success today.  I’ll catch up with you when you go here.

When and Who Do You Call For More Referrals

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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 Jami discuss the staggering differences in closing ratios between social media leads and realtor referrals, emphasizing the need for effective prospecting strategies.

Discover the three essential groups of real estate agents that every loan officer should focus on: pre-coffee, post-coffee, and the coveted Focus 40.

Learn how to prioritize your calls, maximize your follow-ups, and leverage existing relationships to generate more referrals.

Want more loans? Visit wantmoreloans.com to set up your free coaching call!

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

Loan Officer Freedom