Tag: Loan Officer

3 Ways to Build Wealth

January 14, 2026

If you want to see what a high-return investment in your business looks like, start here: LoanOfficerStrategyCall.com

There are only three ways to build wealth. You can inherit money, invent something massive, or invest. For most loan officers, only one of these paths is realistic and repeatable.

In this quick tip, Carl White explains why investing in your business often produces a far greater return than traditional investments and how the right coaching, systems, and execution can dramatically accelerate your income and growth.

This video reframes how loan officers should think about money, risk, and opportunity and shows why investing in training and structure is often the fastest path to long-term financial success.

How Tracking Creates Freedom and Why Consistency Beats Talent Every Time

Episode 615

If you want a simple way to create more consistency, better conversions, and more control over your business, grab a free walkthrough of the Freedom Tracker at GetMoreLoans.com.

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

In this episode, Carl sits down with Lacey Moores, a producing branch manager out of Kansas City who closed 177 loans for $55 million last year, to break down how she has stayed consistent, profitable, and in love with the business after more than two decades in mortgages.

Lacey shares why falling back in love with originating changed everything, how disciplined tracking drives higher conversions, and why knowing your numbers gives you the ability to pull the right levers at the right time instead of guessing your way through growth.

The conversation dives into lead follow up, simple scripts that dramatically increase response rates, how consistency quietly outperforms raw talent, and why most loan officers stop one or two steps before the deal actually happens.

If you want fewer wasted leads, better conversions, and a clearer path to predictable growth, this episode will challenge you to simplify, track what matters, and stay consistent long enough for the real freedom to show up.

The YouTube Strategy That Helped One LO Close 25 Deals a Year Without Going Viral

January 12, 2026

Episode 614

Schedule a seat at our next live event, the Pipeline Accelerator Event in Clearwater, Florida. Get details and first notification at MastermindRetreats.com.

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

In this episode, Carl sits down with John King of California Dream for All to uncover how consistent YouTube content became a reliable source of business without chasing viral status. John walks through his early years of dormant video output, the shift to intentional content, and the moment he started seeing real production from his videos.

You’ll hear why focusing on a specific avatar and carving out niche channels helped YouTube’s algorithm work in his favor, how longer-form videos outperformed flashy short clips, and how video fits into a diversified business model without replacing core referral and database strategies.

John also breaks down how he integrates weekly content into his agent outreach, what metrics matter (and which don’t), and why persistence beats perfection when building an audience that converts.

If you want a grounded, real-world approach to using video and YouTube to grow your mortgage business sustainably, this episode delivers actionable insights beyond the hype.

Click here to check out John King’s California Dream for All YouTube channel

How to Ask Your Branch Manager for Help (The 90-Day Trust Script)

January 7, 2026

A smarter 2026 starts by getting the right support in place and it starts with a clear 90-day plan you can map out step-by-step at LoanOfficerStrategyCall.com.

In today’s Wednesday Quick Tip, Carl and Maria White roleplay a conversation every producing loan officer needs to master how to ask your branch manager for help before burnout hits. If you are stuck at 3 to 6 loans a month and being told, “Hit 8 to 10 first, then we will help,” this video flips that thinking on its head.

Carl shares a simple, proven script built around trust, alignment, and a 90 day commitment showing how to position an assistant as a win for the branch, not just for you. You will learn how to frame the conversation around making the company more money, setting clear expectations, and removing the biggest fear branch managers have when adding support.

If you want help scripting this conversation, understanding what assistants actually do, or mapping out what your team should look like at the next production level, this quick tip will give you a huge edge before you even walk into the meeting.

Staying in Your Lane: Grow More by Doing Less

Episode 613

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

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

In this episode, Carl sits down with Jonas Rosenberg, a top producing loan officer at Summit Funding, to share what happened when his entire team left and he was forced to rebuild his business from scratch. Jonas opens up about how that reset exposed unhealthy habits, pushed him to simplify his role, and ultimately helped him create more momentum with far less stress.

Jonas explains how defining clear non negotiables around nights, weekends, and availability changed both his business and his marriage. He walks through why staying in his lane, trusting his LP1 and LP2, and focusing only on lead generation allowed his team to regain consistency faster than expected.

You will also hear how Jonas drives steady production through visibility, community involvement, first time homebuyer classes, and strong past client relationships. He breaks down his lead targets, conversion math, and why being better known still outperforms flashy tactics and short term trends.

If you want to close more loans without working more hours, build a team you can trust, and create boundaries that actually fuel growth, this conversation with Jonas Rosenberg delivers a powerful blueprint for sustainable success in the mortgage business.

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