Loan Officer Coaching

Here’s a simple question that can free up your time and help you achieve more success…

“What do I need to cut loose?”

For example:

If you don’t cut loose certain people on your team, or certain borrowers, maybe even a “referral partner”, you’re actually wasting their time (and yours)… 

…And what’s worse, they could kill your efforts to bring in more loans yet have less headaches.

If you don’t cut loose from certain places, you’re being held down from a greater level of success or may not ever be able to achieve your greatest potential and live the life you were meant to live.

If you don’t cut loose certain habits in your life, you’re unnecessarily causing yourself anxiety, frustration, and negative outcomes. And what’s worse, they could kill you…  Trust me, I’ve had some doozies in my past.

What in your life do you need to cut loose because it will cause you serious damage in terms of money, stress, wasted time, reputation, or progress?

It’s important to realize that cutting people loose frees them. Cutting mediocrity and negativity loose frees YOU.

Come up with at least 5 things in your life that you need to cut loose, or they will drag you down.

Remember: You don’t need to tolerate mediocrity.

Once you’ve determined what you need to cut loose, here’s the next question:

“What am I best at?”

This is the question that really could transform your life. Why?

Because your life then becomes focused on what you’re best at.

Cutting the nonsense out of your life and focusing on what you’re best at multiplies your life in so many positive ways.

We may think when we cut these things out that we have less, but we actually have more… much much much more..

It happens through simplifying your life.

Talk soon!

Carl White

How do you measure up when compared to other LOs?

Before I show you the answer, let me share with you something that really made all the difference to me.

So often, when we want to know how we are doing, we look out at the horizon…

… what I mean by that is, it’s like if you and I are in a canoe and we are paddling out to the horizon…  you know, that spot to where the sky and the water meet.. that’s our destination.

What happens as we paddle out to that spot, the horizon?

That’s right, it keeps moving.  We never actually get there.

So the point is, if we are looking forward, or comparing ourselves to somebody else, that’s a moving target and we don’t actually ever get there, which leads to disappointment, even if we are achieving great things compared to our own “last year.”

Here’s the take home message…

.. if you want to see how you are doing, you can’t look forward, you have to turn around and look behind you to see how far you have come from the shoreline if you want to measure up “how you are doing”.

Only compare your “current” self to your “last year self” to gauge your progress.

It’s easy to get disconnected or “not relatable” by seeing how some of our Loan Officer Freedom Club members are doing, like Katie White (no “blood” relationship to me) who is in my “2 Comma Club” (which means she W-2’ed more than $1,000,000 last year as a loan officer). 


Loan officer Katie White from Austin, TX

But you need to understand that Katie has simply been paddling her boat using the right strategies, the right scripts, and with the right people for several years now.  When she first started, she was right where you may be now, which is totally great for starting this journey.

Just so you know, I actually share those stories like Katie’s to help inspire you to what is possible, but I want you to compare your current self to ONLY your year ago self.

If you need help with “right activities”, “right strategies”, or “right people”, I can help you here.

I believe in you, and you are worthy!

Carl White