Loan Officer Coaching

Big Basics, Sneaky Tricks, and Resources

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Welcome to Loan Officer Freedom, the #1 podcast for loan officers nationwide. In this episode, I’m joined by one of my favorite people and a good friend of mine, Colleen Wood. 

Colleen is a fierce leader with the Wood Team – HomeTown Lenders. She starts off this podcast mentioning how she credits Mortgage Marketing Animals and The Freedom Club – mortgage coaching programs – for where she is now, but I want to stress that the success is truly from her focused work as she continues to achieve goal after goal – and I’m so proud of her.

In this episode, she’ll share her strategies and mortgage marketing efforts behind the success story.

Hear what we refer to in our program as “getting a bigger cup” and why drawing a larger circle and realizing you can do the work anywhere is a game changer. 

We also discuss reasons why “milking the cows” until you can’t anymore – around your areas – is a better way to approach this idea rather than reaching for the expanded shiny objects a bit too fast.  

Tune in to hear some amazing tips that Colleen gives us and get the lowdown on the best way to make the most of the market today.

Want us to help you focus on your goals in the mortgage business? Let us help – schedule your complimentary call here and let’s get started.  

Sneaky Trick…

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Ok, I’m not actually sure if this is officially a “sneaky trick”, but it certainly falls into the “clever” category…  read on…

Here’s how to get your clients to talk to you during your regular office hours instead of them wanting to talk to you after hours (that time is carved out for family or just chill’n).

This is a note that Loan Officer Freedom Club leader, Tyler Osby sent to me.  It’s absolutely brilliant:  <here’s his note and clever idea>

…Hey Carl, if you ever have a client that’s not willing to carve out the time to discuss their loan during business hours, I’ve been having a lot of success saying the following:

“No problem! We can find a time outside of market hours to discuss your loan!

Before we do though, I wanted to confirm you knew what that meant to your loan terms…

Did you know when the market is closed, you actually pay .125%-.25% higher in rate because of something called ‘overnight protection’?

We can do a call after-hours, but it could literally cost you $20-$60/month to do it. Let me know!

My goal is always to help you secure the best terms possible, so I wanted to make sure you knew what it meant!

Are you able to carve out some time for a brief break, or lunch break to avoid the increased payment?”

….Tyler told me that he’s never had someone NOT carve out time after saying that.

So yea, hopefully that helps someone if you’re still running into friction on after-hours appointments.

Just sharing some morning coolness that was shared with me, because that’s how we roll around here ☺ 

Be sure to thank Tyler next time you see him for sharing with us.

“Overcoming The Fear of Asking for Referrals”

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On this episode of Loan Officer Freedom, the #1 podcast for loan officers, Carl records a call where he speaks with Christi Julian out of Denver, Colorado, on how to overcome a very common obstacle.

Julian shares how she struggles to overcome a hurdle to switch up her mindset and try to remember that not every single conversation will go the way you intend, but you must continue to ‘just ask’. Carl explains in detail why you cannot let the small percentage of naysayers dictate your efforts that will ultimately result in your business thriving. 

For more ways to overcome hurdles in the mortgage business, schedule a call here with our team and we will map out ways to jump right over them!

His Best Month Ever… How he did it

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With just a couple years in the business, Kevin Ng is having his best month ever. In this episode Carl and Kevin map out how he’s doing it… and it’s a lot easier than you may think.

Learn how to close more loans in less time, without having to sacrifice precious time with family & friends. Schedule a one-on-one free call here where we will go over a daily plan for your specific mortgage business. 

Scripts for the top 5 buyer objections

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Here’s some video shorts that will teach you how to cover the top 5 buyer objections so that you can give a quick answer that helps convert more prospects into buyers.

Top 5 Buyer Objections   <no charge and no opt-in required>

We’ll cover:

1. “I’m just shopping around for a mortgage right now…”

2. “Your rate seems high..”

3.  “I want the lowest rate…”

4.  “My Realtor gave me 3 lenders to call…”

5.  “I don’t want you to pull my credit because it will drop my score…”

Watch the videos then swipe and deploy ☺

You’re welcome.  That’s just the way we roll around here.

Talk soon,

Carl White

Loan Officer Freedom