Tag: Loan Officer Coaching

Sort Out the Who and What By Using The ‘Axe of Freedom’ In Your Mortgage Business

April 29, 2022

Help your business sort out the who does what on the team so that there’s no cracks in the system.

This simple strategy, called “Axe of Freedom”, is a method used by our loan officer coaching program to sort out the where/when/how/who/what so that when the ball is hit to center field, there aren’t three people standing around wondering just who’s ball that is as it drops to the ground. Ooops.

We use this to make sure nothing gets mixed up for management purposes as well as the individual team member’s checklist – by keeping things organized and laid out in a simple to use approach. It also comes in very handy if you need to replace someone in a certain position, since you have a whole job description basically written out for you already. 

Closing Gift Myth

April 27, 2022

Someone asked the other day what the best and most effective closing gift was. 

There’s no need to leave a lasting impression when you continue giving impressions using this simple to use follow up strategy that we implement here at Mortgage Marketing Animals. 

It’s crucial how you follow up. Let me help you…

  1. Call with a simple script 4x per year
  2. Snail mail 1x per month
  3. Email with a certain type of content

“Follow up trumps a closing gift every time.” Complimentary Gift: Free one hour coaching session for a focused strategy or let’s map out your next 90-days.

If You Are Grinding, You Might Be Doing It Wrong

April 25, 2022

On this episode of Loan Officer Freedom, the #1 loan officer podcast in the world, you will see the simple tweaks that have taken many LOs from working 60 hours a week and closing a few loans per month, to working 40 hours a week and actually closing more…all without buying anything. 

I remember someone said some words to me that changed how I thought about being the “working stud”. Those words went something like this… “Hey Carl, if you think there’s no such thing as work/life balance, you’re doing it wrong”. 

After a little bit of time really thinking on those life changing words, I started realizing that doing what the top producers around me do, it’s achievable. And it was. 

So, here’s the deal. We do these very simple set of activities first thing in the morning, and these are the things that get you more loans in less time. 

Tune in to hear about how I roll out the Daily Success Plan.   

Jump on a 1 on 1 call today with someone from our team to learn how to stop being so busy building the farm, that you’re forgetting to milk the cows.

The 3 Activities You Have To Be Doing Right Now To Survive Today’s Market

April 11, 2022

Welcome to another valuable episode of Loan Officer Freedom, the #1 podcast worldwide for loan officers at all stages of their career.

Join me and Steve Kyles for a discussion on what activities you need to be doing to survive today’s market. Before we get into anything, let’s highlight the fact that 2022 is slated to be the best year ever for purchase loans. Keep that foundational thinking as we continue with this podcast.

I’m going to give you the three most impactful things to be doing and they go a little like this…

  1. Sell what’s on the shelf 
  2. Keep your eye on profitability 
  3. Save your 25%

Primary focus should be your key takeaway from this episode. Staying laser focused on the right activities in the mortgage business right now to continue to get more customers. The person doing the most activity to get the most customers, has the most customers. 
We’ve got your back.

Let us help you. Schedule a call today with one of our strategists to map out your next 90-days in today’s market.