Daily Success Plan

Get Rid Of The Clutter

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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, Carl White discusses the importance of simplifying your life and getting rid of clutter.

Carl shares his personal process for simplification and how it has brought him success in both his personal and business life.

He also emphasizes the need to identify and eliminate things or people that no longer serve us, asking the thought-provoking question, “What or who is in your life right now, that knowing what you know now, you wouldn’t invite that same person into your life today?”

Additionally, he provides practical examples and strategies for breaking free from unnecessary stress and clutter, such as having open and honest conversations, saying no, and letting go of possessions.

Join us for this insightful episode and take the first step towards simplifying your life for greater happiness and success.

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

On-line vs Phone Applications

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Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White.

The host explores various strategies and recommendations for mortgage loan officers to enhance their success.

From discussing the pros and cons of online and phone applications to emphasizing the importance of trust and relationships in the mortgage business.

Additionally, the concept of sharing an assistant with other loan officers is explored as a means of managing workload and increasing productivity.

Tune in to gain valuable knowledge and strategies to thrive as a mortgage loan officer.

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

On-line vs Phone applications, what works best?

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I just saw a report that 48% of online mortgage loan applications don’t get completed.

Holy “Losing a bunch of deals” Batman…

I’m often asked, “is it better to send the lead to a website or just take the mortgage loan application over the phone?”

And I get it, we’re in the digital age – online seems like the way to go. But knowing that about 48% of all those online applications, well, they don’t cross the finish line.

Now, I’ve been in the game long enough to know that we can’t ignore numbers like that. So, you gotta ask yourself, why are folks dropping out of the race halfway through?

A lot of it comes down to that good ol’ human connection.

Some folks appreciate a voice on the other end of the line, someone who can answer their questions right then and there, someone who can nudge them towards the ‘submit’ button.

The trust, the rapport, all of that jazz – that’s crucial in this mortgage rodeo.

And look, I’m not blind to the fact that online’s got its perks.

It’s often more efficient when it comes to data entry, but with nearly half of them not getting completed, you gotta ask yourself, is it really more efficient overall?

One big thing I can tell you, from all my years in the business, is that relationships are king.

That phone call, that personal touch, it lets you really dig into what the client needs and give them advice that hits the bullseye.
And listen, I’m not saying to slam the door on online applications. Heck no! There are plenty of tech-savvy cats out there who would rather go online at 2 a.m. than pick up a phone. But given the abandonment rate, maybe it’s time to consider a phone-first approach.

My own personal approach is to get them on the phone, using the phone number the referring agent or past database client gives me, and tell them “…I can take the application one of two ways, I can give you a website to go to so you can fill it out on-line, or what most people do, I can take the application right here over the phone in just a few minutes.  Which is best for you?”

Builder Mortgage Business

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Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White.

Join Carl and Kevin Gillespie as they discuss the importance of pursuing a builder business in the mortgage industry.

They highlight the potential for loan officers to secure builder business, despite the perception that builders have exclusive relationships with lenders.

They also share various strategies for finding and targeting different types of builders, building relationships with builders in the mortgage and real estate industries, and the significance of new builder homes in the real estate market.

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

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4 Things Loan Officers Should Be Tracking

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4 Things Loan Officers Should Be Tracking. Carl shares the 4 top things a loan officer should be tracking. These may seem simple, but they could be the missing links that hold back the growth in your business. Don’t let that happen to you – find out the 4 most important things you should be tracking when you watch this quick hit video. If you need help implementing a tracking system for these 4 things, go to FreedomClubDemo.com and someone from our team will walk you through that.