Tag: Loan Officer Coaching

I Need Help: Finding the Right Fit When Hiring

August 5, 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 Krista Russo discuss the importance of hiring the right assistance for loan officers.

They emphasize the need for loan officers to focus on sales and prospecting while delegating tasks to assistants to increase productivity.

Krista shares insights on the daily success plan for loan officers and loan partners, highlighting the importance of follow-ups and asking for business.

They stress the significance of aligning with the right team members and seeking help from HR departments or hiring professionals for recruitment.

They also touches on the role of loan partners in generating more loans and the necessity of licensing for loan assistants.

Tune in for practical tips and strategies to boost your loan officer business.

Connect with Krista at meetupwithkrista.com for personalized assistance in streamlining your hiring journey.

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

Secrets to Success: Turning Past Clients into Repeat Referral Sources

July 31, 2024

In this video, Carl White and Steve Kyles share a game-changing prospecting idea for loan officers, courtesy of Canby Haywood.

Learn how Canby effectively leverages her past database to generate more business and referrals.

Discover the simple script she uses to make successful calls and how she collaborates with real estate agents to maximize results.

Don’t miss out on this valuable tip that can help you close more deals and grow your business.

Visit MMAdemo.com to access the past database script and watch a live demonstration.

Make sure to implement this strategy to see results in your own business.

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

Look For People Who Are Looking For You

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 Steve Kyles discuss the concept of making the mortgage process easy and convenient for both clients and loan officers.

They delve into the importance of having a structured team in place to handle different aspects of the loan process, allowing loan officers to focus on sales and building relationships.

Steve shares insights on the roles of a pre-approval specialist and a loan partner in streamlining the mortgage process.

They emphasize the significance of removing friction and chaos from the mortgage business, highlighting the benefits of clear communication and efficient processes.

Join Carl and Steve as they explore how prioritizing ease and convenience can enhance the mortgage experience for clients and drive business growth for loan officers.

To learn more about streamlining your mortgage business and making it easier for both your team and clients, schedule a 30-minute consultation with Steve at meetupwithsteve.com.

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

How a loan officer beat a condor… 

July 29, 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.

Well, I should really call this “How a human beat a condor”… 
HUGE take-home message on this one FOR loan officers. 
 
A recent study was conducted on what is the most efficient animal on Earth.  In other words, how many units of energy to travel one mile, what animal uses the least amount of energy to do that. 
 
After measuring hundreds of different animals, they printed up the report.   
 
Just as an FYI, humans ranked in the bottom 3rd… so not so good. 
 
The condor won.  Because it harnesses the energy of the wind to glide, it was the clear winner…. 

… UNTIL something happened… 
 
When they measured a human on a bicycle, the human won by a lot. Humans on bikes were tremendously more efficient than even the mighty condor. 

You see, man is a tool builder and a tool user.  That’s what sets us apart from all the others. 
 
Using tools is our “unfair advantage”. 
 
So that got me thinking… 
 
MAKE SURE TO USE TOOLS TO GIVE US THE ABSOLUTE ADVANTAGE!! 
 
So as loan officers, use power dialers, email marketing, texting tools, video marketing, use your CRM, ….. 
 
I think you are getting the picture here. 
 
Tools are what make us the masters of the animal kingdom and masters of our business. 
 
By the way, did you know that the LoanOfficerCRM.ai has all of those things, and more, in one simple tool? 
 
Yepper. 
 
Think PhoneBurner, BombBomb Video, Group Texting, SalesForce, AND the ability to look up Realtors production reports nationwide WITH their cell phones and email address… 
 
.. All in one easy-to-use tool. 
 
To see a quick demo, just go to LoanOfficerCRMdemo.com and I’ll hook you up for a 1 on 1 demo.  It’s CRAZY GOOD!

But What If I Screw Up

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 discuss the importance of overcoming fear and taking action in the mortgage industry.

They share personal stories, insights, and practical tips on how to push past fear of failure and make progress in your career.

Kristin offers insights on preparation, mentorship, and facing fears in mortgage marketing and loan officer training.

Don’t miss out on this valuable discussion and take the first step towards overcoming fear and achieving your goals in the mortgage business.

Visit DailySuccessPlan.com to schedule a coaching session with Kristen and start moving forward in your mortgage career.

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