Daily Success Plan

Power of Persistence & Follow Up for Loan Officers

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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 sits down with Kelly Lewis, a new loan officer from Houston, Texas, who shares her journey in the mortgage industry.

With 24 years of experience, Kelly has transitioned from processing and compliance to pursuing a career as a loan officer.

Join us as they discuss the challenges Kelly faces in building her business, including the fine line between being persistent and feeling like she’s begging for business.

Carl provides valuable insights on how to effectively follow up with real estate agents and the importance of being consistent in outreach.

Whether you’re a seasoned loan officer or just starting out, this episode offers valuable insights to help you thrive in the competitive mortgage market.

Visit MMAdemo.com for more resources and to schedule a call with our team.

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

From 0.2% to 99.8%: Focusing on What Really Converts

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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 Maria White dive into the crucial topic of where top originators get their leads.

Join us as they discuss the surprising statistics behind lead generation, revealing that a staggering 78% of successful loan officers rely on referral partners, primarily real estate agents, while only 0.2% comes from consumer direct leads.

Mrs. White shares her insights on the importance of focusing on high-converting leads and the pitfalls of chasing low-conversion opportunities.

They also reflect on the differences in lead conversion rates and why it’s essential to prioritize building relationships with referral partners and leveraging your past database.

Don’t forget to visit mmademo.com for free resources on converting more referral partners!

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

Loan Officer Conversation Formula: How to take advantage of the 78% of loans from Real Estate Agents

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In this video, Carl White shares a clever twist on building relationships with real estate agents!

Did you know that a staggering 78% of loans come from referrals, highlighting the need for loan officer marketing to focus on these connections?

Carl introduces the classic “FROG” formula—Family, Recreation, Occupation, Goals—and adds a new twist with the “L” for Lenders.

Discover the powerful question to ask agents: “What are your expectations from the lenders you work with?”

This simple yet effective approach can help you understand what agents truly want, allowing you to tailor your services accordingly.

Don’t miss out on the opportunity to learn from Carl’s experience!

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

State Of The Mortgage Industry

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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 announces an important event for the mortgage industry!

Event: State of the Mortgage Industry Address
Date: Coming up on Wednesday
Register Here: stateofthemortgageindustry.com

Carl will be hosting an open Zoom meeting featuring a member of the board of directors of the MBA, who will share shocking statistics and expectations for the mortgage industry in the upcoming months and into next year.

With so much change on the horizon, it’s crucial to adapt and learn from past experiences.

This event is designed for all loan officers, whether you’re in retail or a mortgage broker.

It’s a unique opportunity to gain valuable insights without any sales pitch—just pure information to help you navigate the evolving landscape of the mortgage industry.

Don’t miss out! Register now at stateofthemortgageindustry.com and be part of this essential discussion.

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

Come to find out this actually works…

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So I just got a message from Jennifer Roy, a super cool loan officer out of the Orlando area where she mapped out just how simple closing an extra few loans each month is…  Read on..

Here’s the message she sent:

“Had a call today with an agent for one of my preapproved clients – I met and preapproved this client today (referred by a friend) and called the buyers’ agent to connect after emailing her the preapproval.

I explained when I send updates that I’ll also call every Tuesday during the transaction to give file updates. Y’all – she referred me another buyer ON THE SPOT.

I have never in my career of 35 years had that happen. These scripts are powerful. Work the system, trust the system.

Just for additional clarity – this agent is not in my market, she’s several hundred miles from me, and I have never once spoken to her before.”

First of all, congrats to Jennifer for taking action and being a great inspiration for all of us.

She just reminds me how simple it can be and to just follow the plan.  Sometimes we / I get caught up in complicating the plan, and instead, we / I just need to do what actually works and follow a proven plan that now ten’s of thousands of LOs have started.

That’s it. 
1. Get a plan that is proven and actually works TODAY.
2. Follow that plan
3. Get results
4. Inspire others

Want to see the plan that Jennifer is using as a step by step roadmap, email our office at support@themarketinganimals.com with “Show Me The Plan” and I’ll hook you up.  <no charge>

Loan Officer Freedom