Tag: Loan Officer Coaching

Take a Swing: The One Game That Changed Everything

August 20, 2025

Carl White shares a deeply personal story about a painful childhood memory that kept him away from the baseball field for over 40 years. What starts as a Little League story turns into a life lesson about fear, avoidance, and the courage it takes to finally “take a swing.”

If you’ve ever found yourself dodging the very thing that could move your life or business forward, Carl’s message might be the push you need to step up to the plate in your mortgage business (or life) and swing for the fences.

Ready to stop holding back and finally take your shot?
Start by booking a free call with our team and let’s map out exactly how to grow your mortgage business: GetMoreLoans.com

The Math Behind Hiring a Caller: One Role That Can Add 15 Closings a Month

Episode 575

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 co-host Kristin Simpson to break down the real math behind hiring a dedicated caller. They share how one simple role can put you in front of hundreds of top-producing agents every year without you having to make a single cold call yourself.

You’ll hear why even just one appointment a day can add up to massive closings, how to find callers in the right places without overpaying, and the exact scripts and meeting structures that convert Zoom appointments into steady referrals.

If you’ve ever wondered whether bringing on a caller is worth the cost, this conversation shows how the numbers stack up in a way that can completely change your pipeline.

Want to see how many meetings you really need each month to hit your closing goals? Grab your free custom plan at DailySuccessPlan.com.

AI and Loan Officers: What’s Hype and What Actually Works

August 18, 2025

Episode 574

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 co-host Kristin Simpson to tackle the big question on everyone’s mind: “Is AI really taking over the mortgage world?” They share where the technology is making a real impact, like answering phones and setting appointments, and where it falls short, such as taking full applications or producing real loan conversations.

You’ll hear why AI-generated content isn’t the magic bullet for closings, how to focus on the conversations that actually matter, and why your past client database is still the biggest untapped source of free business.

If you’ve been curious about how to use AI without losing sight of what truly drives closings, this conversation will give you clarity on how to combine powerful tools with proven fundamentals.

Want proven scripts and strategies to help you close more deals from the leads you already have? Grab your free strategy call at DailySuccessPlan.com.

The #1 Social Media Strategy for Loan Officers

August 13, 2025

In this Wednesday Quick Tip, Carl White shares a practical strategy to grow your business on social media: be useful.

Answer the real questions your clients are already asking.
No fluff. No jargon. Just helpful content that builds trust and drives results.

Want proven post ideas that work?
Join us every morning at LoanOfficerBreakfastClub.com.
It’s completely free.

This is the largest daily Zoom meeting of loan officers in the country.
Get in on the conversations that are moving the industry forward.

From Leads to Closings: Pinpointing Your Bottlenecks

Episode 573

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 Kristin Simpson to tackle one of the most common and misunderstood questions in the business: “How many leads do I actually need to hit my closing goals?” They break down the exact ratios that top producers track, why simply chasing more leads isn’t always the answer, and how to spot the real bottlenecks holding you back.

You’ll hear how to measure the four key stages of your pipeline, where most LOs lose deals, and what small process shifts can instantly boost your conversion rate.

If you’ve been wondering how to close more loans without adding more to your lead count, this conversation gives you the clarity and math you need to make it happen.

Want us to help you close more of the leads you already have? Grab your free strategy call at DailySuccessPlan.com.