Where most leads come from…

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.

I frequently get asked, where do most of the leads come from.

Here’s the thing, we don’t focus on 1 single activity.  We find it’s the combination of a few that really moves the needle for us.

For example, take John Fortner (super cool Mortgage Marketing Animals member) from the small town of Fayetteville, GA.

I just got a message that he has:

1. 4 pre-approved looking from marketing to his past database
2. 1 past database that contacted him that they are selling a property, so John referred the deal to an agent he’s marketing to
3. 1 past client that is under contract right now and that client just referred him 2 other leads.
4. 3 new referrals from agents that he got using the Thor’s Hammer scripts
5. 3 deals in process and using the Just Ask scripts, he has appointments with all of those listing agents.

So this is one of those things where it’s 1 + 1 + 1 = 8

It’s not one source.  It’s like an octopus that has 8 different arms all feeding the one body or mouth.

But get this, he’s not prospecting every day all day and all weekends, nope!

He’s simply prospecting the first 2 hours Monday – Thursday.  That’s a total of 8 hours of the 40 working hours per week.  Just 2 hours a day…. THE FIRST 2 Hours each day so that all the other clutter doesn’t take over.

Farmers milk their cows the first thing in the mornings, so that painting the barn doesn’t take priority of the money-making activity.

Give me the first 2 hours of your day Monday – Thursday and it’s my firm belief that together, we can change the trajectory of your business and your bank account!

It’s not 1 thing, it’s a simple yet focused set of small activities.

When you are ready to see the set of small activities that seriously move the needle, I’ll meet you over here.

Lessons from a Five-Year-Old

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 shares a powerful message about the importance of asking for the business and overcoming feelings of unworthiness.

Drawing inspiration from a young child’s ability to forgive themselves and persistently ask for what they want, Carl encourages loan officers to let go of past mistakes and embrace their worthiness.

He also offers insights into effective communication with real estate agents and building a successful referral network.

Tune in to gain valuable lessons from a five-year-old and discover how to confidently ask for the business.

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

The 5-5-5 Plan To Close More Loans

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 is joined by Mortgage Mark, also known as Mark Pfeiffer, from CMG in Dallas, Texas. 

They discuss the 555 program, a strategy implemented by Mark’s team to increase referrals and strengthen relationships.

Mark shares how the program was developed and the impact it has had on their business.

They also touch on the power of handwritten thank you cards and the importance of teamwork in the mortgage industry.

Tune in to learn more about this effective referral program and how it can benefit your own business.

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

What’s Holding You Back

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 is joined by his dear friend Mark Pfeiffer, a successful mortgage professional with over 20 years of experience.

Together, they discuss the topic of what holds loan officers back from achieving epic success.

They delve into the importance of prioritization, accountability, and maintaining a clear vision for the future.

They also share their insights on overcoming fear, finding mentors, and the power of tracking and increasing “green time” for prospecting.

Tune in to gain valuable strategies for breaking through barriers and reaching new heights in your mortgage career.

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

I’m risking sounding weird today…

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.

The last couple of weeks, I’ve met with 127 loan officers in small groups of about 15 or so each day for around 10 hours each day…

… and a few amazing challenges and resulting victories stood out.

The first thing is, there’s a lot of LOs that are being challenged by their own brain and “negative thoughts”.

I’ve had to deal with that myself in the past and found a way to totally overcome it, resulting in epic growth in my mortgage business and in my income, all while enjoying the ride even more.

Step 1:  Turn off all the news.  Nothing is gained from it, and it’s all negative.  It absolutely poisons our minds and it can be a poisonous addiction.  Very very very harmful to our brain and then overflows to our actions… or lack thereof.

Step 2:  Talk to yourself… OUT LOUD.
Yep, there it is, my dirty little secret (ok, one of them).

Every morning and every evening I talk out loud to myself with a simple little script that I’m going to share with you right now.

The results of this have been dramatic, even if it sounds a little weird, and even if I didn’t believe what I was saying out loud in the beginning.

But I kept at it.  Twice a day.  At first hiding in my closet so the Lovely Mrs. White wouldn’t think I was crazy…

… But then I came out of the closet, and today I do this while standing on my doc lakeside every morning, and every evening.

Just try it for 30 days, don’t miss a day, and reach back out to me and let me know how it worked for you.

Here it is:

“I can’t always control my daily results, but if I follow the process, the law of averages will play out and I will have epic results.

I can get control over my time and life by changing the way I think, work, and deal with daily responsibilities.

I can get control over my tasks and activities only to the degree that I stop doing some things and start doing the few activities that really make the difference.

I can overcome my fear of rejection and call reluctance by feeling the fear and doing it anyway. 

It’s only when I do those things that it results in epic success for myself which results in epic success for my family, which leads to epic success and contributions to my community.

I am worthy of great success that WILL result when I push through the fear BEFORE I have the confidence to do it. 

My family and my community are counting on my time and financial support and I am a person of integrity and the highest character that they can count on me to do my part, even when I’m afraid… I’ll do it anyway.”

That’s it, and there you go.

I have found that the courage and the confidence comes AFTER I do something, never before.

Hey, thanks to those of you that honored me by meeting with me at my house the last few days, and for the group that met me in Phoenix.  You are changing our industry by discovering the small tweaks that are creating massive breakthroughs for you.

While most are curled up in the fetal position “waiting for things to change”, you are stepping up to the plate and “Making Things Change”.  Thanks for doing what you do.

If you didn’t make it, or weren’t invited this last time, when you are ready to see if we have room for you at the next small group, just click here and talk to someone on my team to see what we need to do to make that happen.

Thanks for allowing me to be a part of your world.  It’s a true honor.  Really.

Loan Officer Freedom