Daily Success Plan

The Road Ahead: Analyzing Mortgage Trends and Strategies for Success

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In this video, Carl White sits down with Owen Lee, Vice Chair of the MBA and CEO of Success Mortgage Partners.

Fresh from the MBA’s annual convention in Denver, Owen shares valuable updates and predictions for the mortgage market, including interest rate forecasts and origination trends.

Don’t miss out on the chance to download the accompanying slides packed with data to share with your referral partners and enhance your marketing efforts.

Download the slides here.

For more tips, strategies, and scripts – we invite you to a completely FREE DEMO call here.

The thingy I promised

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Here’s the 1 page business thingy that I promised. 
 
Just tell me where to send it and I’ll email and text it to you (to make sure you get it). 
 
(I tried attaching it to this email, but Gmail wouldn’t let me do that to a large subscription group.) 
 
1. I’ll give you the 1-page plan to download right now (no charge), and then  
 
2. I’ll send you a quick video where I’ll walk you through it, and finally,  
 
3. We’ll review it with you personally if there are still openings on the calendar.

A person holding a piece of paper Description automatically generated

I thought it would be a good idea to get an unfair advantage head start before the other 97% of LOs wake up on Jan 4th and think it’s a good idea to point the car in the right direction… 

Giving you the unfair advantage 😉 

Get 1 Page Business Plan For 2025 Here 

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

Loan Officer Freedom