Tag: Loan Officer Coaching

The 3 Things I learned from Kevin Broughton

August 21, 2024

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 Kevin Broughton discuss valuable insights and lessons learned from their experience in building successful branches in the mortgage industry.

They emphasize the importance of proper staffing, efficient management, and the significance of having a structured team to support loan officers.

They also highlight the challenges faced by loan officers and branch managers in terms of staffing, prospecting, and managing activities effectively.

The conversation delves into the necessity of having assistants from day one to support loan officers in closing more loans and focusing on revenue-generating activities.

They stress the importance of managing activities rather than personalities, ensuring that the team is aligned with the goals and standards set by the branch manager.

Additionally, they touch on the impact of efficient staffing on branch profitability and the role of mentors in guiding loan officers towards success.

For more insights and to learn how to optimize your branch’s performance, visit meetupwithkrista.com to schedule a consultation with Carl or Kevin. 

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

Clean bathrooms = More loans closed???

August 19, 2024

In the dynamic world of mortgage lending, efficiency and client satisfaction are key. Loan Officer A.I. CRM, a groundbreaking innovation by Connection Inc., is transforming the landscape for loan officers. This blog explores how this CRM stands as a beacon of progress, offering unparalleled tools for success.

Ok, this may be the weirdest message I’ve ever sent to somebody, but it’s a message that really needs to be shared. 
 
I went to this gas station the other day while driving to Daytona Beach.  The name of the place is Buc-ee’s.  This was not your normal gas station, as it was about 80,000 square feet of a 7-11 type of place and has 104 gas pumps (yes, I counted).  
 
Picture a gas station the size of a Walmart.  It was incredible. 
 
And the place was PACKED!!  There were literally hundreds of people walking around this mammoth 7-11 store.  I had never seen anything like it. 
 
Being the marketer that I am, I started asking random people inside, why they stopped here for gas and refreshments instead of the Chevron station right across the street.  (it certainly would have been a lot easier going to the smaller place, less congestion, shorter lines, and quicker to get in and out). 
 
Out of the 6 random people I asked, most said the same thing… 
 
“This place is known for having super clean bathrooms.” 
 
Come to find out there is an entire chain of Buc-ee’s (primarily in Texas and Florida for now), and come to find out, clean bathrooms is what they are famous for… 
 
… and apparently, because they are known for something (bathrooms in this case), they are absolutely crushing their competition and making money hand over fist. 
 
So it got me thinking, “What am I known for?” that can create raving fans. 
 
For me personally, I’m known for “helping loan officers and branch managers work toward a 7-figure income and beyond, while taking evenings and weekends off.”  
 
And then in my mortgage branch, for our Realtor partners, we are known for referring deals back to them using my patented “Follow Up and Refer Back” program for our real estate agents. 
 
The more people know that, the better I am and the better “they” are too. 
 
So I’m writing this today to remind you, that you HAVE TO have a process or result that YOU ARE KNOWN FOR. 
 
It’s a big deal to identify what it is, and then think of cool ways to get the RIGHT people to know that. 
 
It’s a very big deal to do that. 
 
Ok, well I took a leap of faith that we are good enough friends that I could send you a message about bathrooms and Buc-ee’s ☺ 
 
Cheers! 
 
Carl White 
 
PS.  If you want help with picking out “What you are known for…”  
 
..or when you are ready to see what mine is and how we attract referral partners with our Follow Up and Refer Back program (that costs $0 to do), just hit me up here and I’ll get you hooked up to walk through it <no catch> 
 
Just put in the comment on that page “Tell me about Follow Up / Refer Back” in the comment section.  That will be a very very good use of your time.

Winning the Day: The Power of Daily Routines and Healthy Choices

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 Chris Johnstone discuss the importance of implementing a healthy lifestyle for loan officers to enhance their energy and productivity.

They emphasize starting the day with a positive routine, such as exercise and healthy eating, to boost performance in the mortgage business.

They also mention the significance of self-care, positive mindset, and daily routines in achieving success as a loan officer.

They highlight the benefits of starting small, making gradual changes, and focusing on self-improvement.

Additionally, they introduce the concept of leveraging Google and AI technology for free referrals in mortgage marketing, providing valuable insights for loan officers looking to enhance their lead generation strategies.

Don’t miss out on valuable insights and practical tips shared in this episode! Tune in now to discover how to enhance your lifestyle as a mortgage professional.

To learn more about getting referrals from Google and AI, visit TopLOAI.com for further information and resources.

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

Building Momentum and Closing Loans: Marty Fink’s Inspirational Journey

August 14, 2024

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 interviews Marty Fink, a successful loan officer and branch manager, who shares her journey from closing one or two loans a month to an impressive eight loans in a single month.

Marty discusses her unique approach to mortgage marketing through her podcast called “Riding in Cars with Real Estate.” Marty shares her journey from starting the podcast to seeing significant success in her loan production. She emphasizes the importance of taking action, following up with agents, and staying motivated in the mortgage industry.

The conversation also delves into the power of loan officer training programs, mortgage coaching, and the impact of daily success plans on loan officers’ productivity. Marty highlights the benefits of networking with referral partners and leveraging podcasting as a tool for loan officer marketing.

The episode showcases the effectiveness of mortgage coaching programs like the Loan Officer Breakfast Club and the Mortgage Marketing Animals community in helping loan officers achieve success. Marty’s story exemplifies how implementing a structured mortgage marketing strategy and consistent follow-up can lead to increased loan production and business growth.

Don’t miss out on this inspiring conversation filled with actionable tips for loan officers looking to boost their business.

Visit WantMoreLoans.com to discover how you can map out a successful plan for your loan officer business.

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

Embracing Challenges: The Bee Gees’ Lesson in Resilience

In this video, Carl White shares an inspiring story about the Bee Gees to encourage loan officers facing challenges in their mortgage business.

He emphasizes the importance of pushing through tough times to strengthen skills and achieve success.

He also mentions the Loan Officer Breakfast Club, a daily gathering of loan officers for idea sharing and encouragement. 

Remember, your hardest times may be preparing you for your best times.

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