Loan Officer Coaching

If you are a branch manager or thought about being one, I have a cheat sheet of 10 “must-know rules of success” that you can download for free here.

Introducing: “Being a Top Branch Manager: What I’ve Learned!!!”

I’ve spent the last 15 months diving deep into the heart of what it takes to succeed in today’s challenging mortgage market. The journey has been filled with valuable lessons, and I’m excited to share these insights with you.

This 2-page cheat sheet boils everything I’ve learned in running one of the most successful branches in the nation, where my team closes hundreds of loans each and every month.

These aren’t just “ideas that sound great”, they are forged from real-life experiences and hard-earned wisdom. Here’s a sneak peek of what you’ll discover:

●The Art of Proper Staffing: Learn why adhering to the “5 to 1” principle is crucial for your branch’s profitability.

●Balancing Personal Production: Uncover strategies to maintain personal loan closures while managing your branch effectively.

●Recruitment Mastery: Discover the importance of setting clear expectations and minimum production standards for your team.

●Daily Accountability: Find out how regular sales meetings can significantly boost your team’s performance.

●Pipeline Management: Get insights into the necessity of actively managing your loan pipeline.

…and much more, including key financial insights, recruitment techniques, and the importance of managing activities over personalities.

Why This Guide?

●Real-Time Examples: Concrete strategies and lessons from a real-world perspective.

●Enhance Your Skills: Elevate your management and leadership abilities.

●Drive Your Branch to Success: Practical tips to increase efficiency and profitability.

This guide is more than just advice; it’s a blueprint for success in the dynamic world of mortgage lending. Whether you’re a seasoned branch manager or aspiring to become one, these insights are invaluable.

How to Get Your Copy?

Simply click the link below and tell me where to send your free copy of “Being a Top Branch Manager: What I’ve Learned!!!”. It’s that easy!

Click Here to Get Your Guide

I wish I would have had this when I started! And now you can have it as a free random act of coolness☺.

Let’s embark on this journey of growth and excellence together!

Ok, that’s a little simplistic, there’s actually another valuable part to it.

You have to tell them how to give a great review.

I have found the best formula is the following:

1. Here’s where they were
2. This was their challenge
3. Here’s how you helped them
4. Here’s their results

So when I ask for reviews, I literally ask them for it, give them the formula, and then give them an example.

That’s it.

It’s a simple ask, and you’ll find the nice, pleasant, and giving people (like you) will leave reviews when you ask.

So I’m going to ask you, as the reader of this email to do me a favor…

Go Here and leave me a review, please.

If I have helped you grow, kept you inspired, given you direction, or just simply helped you get through some tough times, just comment on

1. Here’s where you were
2. What was your challenge
3. How did I help you
4. What has been the results

I would sincerely appreciate you helping me to inspire others…. it’s
what the cool people do.

Here’s 2 examples:

A personal thanks from me for helping me to inspire others…. it’s what the cool people do.

Just go to www.5StarCarl.com