Loan Officer Coaching

The Perfect Plan…

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We learn more by taking action than by having a perfect plan.

Many of us spend all our time making a plan and get stuck on that part instead of actually doing something. 

You know, the ol’ “get’n ready to get ready” issue…

I think part of that is because we try to add too many moving parts while working on getting referrals. 

We’ve been told that we need a “funnel”, or some fancy schmancy 17 step process for bringing in new referrals / new loans, or we have to rent the GoodYear blimp and put our name up in lights…

I guess there’s nothing wrong with those things, it’s just that you may not be likely to ever actually finish them and end up wasting time and money.

What if you could get the same results, or even BETTER results, by just simple scripting?  The thing about scripting is, once you know what to say and who to say it to, you can get started right away without a bunch of moving parts (and expenses).

Understand that we learn sooooo much more by just going out and doing something, getting the objections, then working on the rebuttals.

So just get into action. 

You have to be ok with not looking perfect. 

Fast action means you will be doing imperfect action. 

But you’ll learn so much more by taking fast action that it will more than make up for the little bit of embarrassment caused by it not being perfect.

Risk looking stupid.

If you want to see some of my best scripts that have been bringing in hundreds of loans per month… month after month after month…

You can get full access on this 1-on-1 zoom meeting < no charge >.

See ya inside.

Purchases and Refis ~ The 70/30 Approach

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In this value packed episode of Loan Officer Freedom, Carl White and Steve Kyles enlighten you as to why they feel the 70/30 approach regarding purchases and refis in a loan officer’s production per month is what they refer to as the sweet spot. Follow their proven activities to steer away from complacent thought processes.

 Join Carl and Steve as they share ways to clear the path, gather the tools, and turn your outlook around on hiring someone to increase your production. Don’t let overthinking detour you from learning how to delegate and build a team so you can do things that make you more money and begin to realize that even more is even easier.

 If you’d like us to help you set up a successful plan to grow your mortgage business with strategies that we’ve shared on this episode, set up your complimentary strategy call today by visiting www.LoanOfficerStrategyCall.com

One Script to Increase Loans and Stop The Rate Shoppers

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How to Take It from Lead to Close The Right (And Easiest) Way

·         Learn the ins and outs of the four main areas of business

·         How-to build a “Clear Mortgage Plan”

·         Set your process to be effective and productive

·         Adjusting the mindset that more leads solve all problems

·         Tracking processes for who, what, when & where

Ice Ice Baby…

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Last week we had a couple hundred LOs learning from each other at my 2-day boot camp. One of the things we talked about during a break was…

ICE

It’s a way to determine whether or not to work on a new project. You know, working on a way to get more leads or working.

You see, there are so many “good ideas” thrown around these days, that we have to make sure we stay focused on those few things that actually work.

Here’s what ICE stands for.

Impact
Confidence
Easy

This is the filter I use to decide whether or not to start a new project.

IMPACT: Once this project is completed, what is the projected impact that the results are likely to have?

In other words, are the results of this project going to “move the needle”?

CONFIDENCE: How confident am I that I will get the desired results mentioned in the IMPACT statement?

This is actually pretty easy… assuming you are hanging out with the right people.

You see, all I have to do is see what some of our Freedom Club members are doing, look at what they are doing, then copy their actions.

When I copy what somebody is doing, I’ll get the same results.

I stay away from unvetted FB groups and such. I see some people giving all kinds of advice when in reality, they have a “struggle bunny business” themselves.

So be very careful on this one and just simply copy the winners.

EASE: How easy will it be to complete this project?

To be more precise, it’s really asking how easy it will be for my team to complete the project.

See, they have different skills than I do. Some of the things that I think are hard, they think are easy… and vice versa.

So the more complete question is, “How easy will it be FOR THE RIGHT Person to complete this project?”

I measure all of these on a scale of 1-10. For me to work on a new project, it has to rank an 8 or above on all 3 scales.

So it has to rank “8” or above on expected impact, “8” or above on my confidence in the results, and “8” or above on how easy it will be (1 being very difficult and 10 being super easy).

Put this little exercise to work and you’ll find yourself working on extremely useful projects that provide many new closed loans, and it’ll be easy to do.

We often think that massive results must always take “hard work” and “grind”.

If you find yourself grinding, it’s likely you are doing it wrong…

If you want some help on planning out a new project or help on deciding what new “loan getting” project to work on,
hit me up here and I’ll hook you up.

Click here for help with building your team

Loan Officer Freedom