Daily Success Plan

Welcome to this episode of Loan Officer Freedom, the #1 podcast for loan officers in the United States. Today, I’m joined by my partner here at our top mortgage training program, Mortgage Marketing Animals. 

We’re sharing 5 tips on how branch managers can provide the best resources and tools for their loan officers, in a rapidly increasing rate environment. 

In order to grow, we need to accept the reality that help is our number one opportunity. With that help, comes the right way to implement proper procedures, processes, and accountability. That’s exactly what we share with you today on this episode. Tune in to hear details that you can use in your business starting today…

We have resources that we want to share with you – free of charge. Schedule your call today with one of our strategists and let’s map out your next 90-days.

On this week’s episode of Loan Officer Freedom, the #1 podcast in the world today for loan officers, I’m joined by one of our strategic advisors here at The Mortgage Marketing Animals, Blake Otterson.

Blake and I sit down to discuss what happens in the day of a loan officer. I’ll share my personal routine on waking up bright and early, starting the day with a positive activity, and strategically having a plan in place.

Planned days are structured for the most production with proper planning that is set forth by consistent boundaries and efficient schedules.

Listen in as we deliver information on how to avoid pitfalls of distractions and map out a day that provides results and structured activities.

Hear more strategies that we use to build out our day, using what we call the daily success plan. Schedule your complimentary demo here.

Tune in to this episode of Loan Officer Freedom, the top podcast for loan officers nationwide, as Kevin Broughton and I casually chat about two ninja tools that we use in our mortgage business and feel you could benefit from in yours as well.

When I come across something cool or a new strategy that is working for our industry, it’s my goal to be able to share these things with you on this podcast. 

Kevin and I talk about a program called Sales Boomerang, where there are a couple tools within that can not only trigger alerts for when a former client has their credit pulled for anything mortgage related, but also a feature that allows you to be notified of opportunities from clients who you can circle back around with for a continued relationship. 

You’ll be ready to put these smart gadgets into action after you hear just how advantageous this can be to set yourself up for when you need to be ready to use this built-up database of those who know, like, and trust you. 

Schedule your complimentary loan officer coaching call here.

Welcome back to Loan Officer Freedom, the #1 podcast for loan officers in all North America. I’m anxious to share this episode with you as I sit down with Kevin Broughton and have a casual conversation about working with loan assistants.  

Chasing conditions and putting out fires tiring you out? Considering hiring a loan assistant and need to know more details on what comes with that? 

On this episode, Kevin and I go through the dos and don’ts of the right time and the right way to go about it. Loan officers often are led to believe that more loans are equal to more work, and quite frankly, that’s just not the case. 

Listen in as we roll out the most efficient ways to bring on a loan assistant and effective actions to take to utilize the right person to help grow your business. 

Looking for more ways to better ramp up business? We’ve got ideas and strategies that are proven.

Schedule a free demo call here with one of our loan officer coaches.