Tag: Loan Officer Coaching

From Lone Wolves to Team Players: The Strength of Collaboration

April 28, 2025

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 Kristin Simpson dive into the fascinating world of teamwork through the lens of Belgian draft horses and Clydesdales, exploring how these powerful animals can pull significantly more weight together than alone.

They discuss the importance of collaboration and support in achieving success, drawing parallels to the dynamics of high-performing teams and the benefits of working alongside others.

With inspiring stories and insightful analogies, including the teamwork of geese and the effectiveness of African painted dogs, this episode emphasizes that we are indeed better together.

Join us as we uncover the magic of teamwork and how it can elevate your personal and professional life!

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

Why Qualified Agents Are the Key to More Closings

April 23, 2025

Most loan officers waste time chasing the wrong agents… and wonder why the referrals aren’t coming in.

Here’s the deal: 67% of purchase loans close with the loan officer that the real estate agent recommends. But not all agents are producing enough to make those relationships worth your time.

In this quick sittin’ at the kitchen-table tip, Carl White breaks down:

  • Why marketing to agents is still one of the smartest moves you can make
  • How to tell if an agent is actually qualified (and why that matters big time)
  • What to expect when working with agent referrals—and how to make sure the math works in your favor

If you’re curious about what to say to agents to book the meetings and how to start getting real referrals from those conversations, ,let’s chat. Click the link at the end of this to schedule a free call with our team. We’ll walk you through the exact steps that are working right now for the loan officers we coach.

Stop guessing. Start connecting with the right partners.

Book your call here LoanOfficerStrategyCall.com.

Magic Beans Out, Focused Prospecting In

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 addresses a common misconception among loan officers: the search for a magical lead source that will transform their business.

He emphasizes that the true key to success lies not in finding the next big thing but in mastering the art of follow-up and consistency.

By sharing a compelling story about a loan officer who doubled his business by focusing on what already works—building relationships and following up with past clients and referral partners—Carl encourages listeners to take action and prioritize prospecting.

Don’t miss this insightful discussion that could change the way you approach your loan officer career!

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

The Underdog Advantage: How Imperfection Can Propel You Forward

April 21, 2025

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 shares a personal story about overcoming a childhood speech impediment and the pivotal moment that changed his life—his ability to say his friend’s name, Rory.

He reflects on the importance of perseverance, mentorship, and taking uncomfortable actions to break through barriers in both personal and professional life.

Join Carl and Kristin as they challenge listeners to identify their own “Rory moments” and take that first step towards growth, reminding us that imperfection can be a powerful catalyst for success.

Don’t miss the call to action at the end, where Kristen shares a powerful message that could change your perspective!

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

From Advocacy to Action: The Push for Trigger Lead Legislation

April 18, 2025

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 Owen Lee dive into the latest updates on the mortgage industry, focusing on the recently introduced trigger lead bill in Congress.

Owen shares key highlights from the Mortgage Bankers Association’s advocacy conference, revealing strong bipartisan support for the bill aimed at regulating trigger leads.

They also discuss the implications of this legislation, the role of AI in the industry, and the potential timeline for its passage.

Don’t miss this engaging conversation that sheds light on the future of mortgage lending!

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