In this video, Carl White shares some valuable insights on where top originators get their leads.
He discusses the importance of focusing on referral partners and past databases to generate leads effectively.
He also emphasizes the power of simply calling past clients and asking for referrals.
Remember, taking simple actions can lead to significant results in your business.
For more tips, strategies, and scripts – we invite you to a completely FREE DEMO call here.
I was talking to a loan officer this past week and she mentioned that she would never call her past database that closed from 2020 to around 2021. I asked her why, and she said it was because they all had rates of 3% or less and it would be unethical to refinance them.
Now you and I could talk about how doing debt consolidation may save that client hundreds of dollars a month and moving high-interest rate credit card debt to tax-deductible low interest rate mortgage financing may be something worth looking at…
… but let’s ignore all that for just a few minutes…
What she didn’t know is that for me, we call our database because MOST of the loans we get when we do call our database aren’t from “them”, it’s the referrals they give us to their friends, family members, and co-workers.
Yep, most of our “past database loans” aren’t a redo of them, it’s purchase referrals of people that they know.
Now, if (although unlikely) rates were to drop to the 3’s, of course most of the referrals would be refinances. But almost always, the biggest opportunity is with the people they know.
And the reason why they do refer their friends, family members, and co-workers is because that’s what we ask them in our phone scripts.
You see, you get what you ask for…
… and if you ask for nothing, well, that’s exactly what you’ll get most of the time.
When you are ready for some free scripting help (I’ll give you the exact script we use) and even do some phone roll-playing, just hit me up here and I’ll hook you up.
Or maybe you are closing all the loans, helping all the families, and making all the money you ever dreamed of already. If so, keep doing what you’re doing. If not, let’s hook up here <no charge>
Get the results you are worthy of! It’s your turn now.
Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White.
In this episode, your host, Carl White interviews Chris Haynes, a seven-figure income loan officer, to discuss valuable advice for loan officers.
The conversation covers essential topics such as making daily calls, building a strong database, and mastering loan processes.
Chris emphasizes the importance of prospecting, working with referral partners, and maintaining relationships with real estate agents to generate leads and close more loans.
They also touch on the significance of effective mortgage marketing strategies, including utilizing social media wisely and focusing on high-quality referral partners.
To connect with Chris Haynes and learn more about his successful strategies, you can reach out to him via email at CHaynes@prefergreat.com or by phone at 615-945-3994. Remember to text him first to ensure a prompt response.
Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.
In this quick hit, Carl White shows you how to get real estate agents to come to your office … for free. Total random act of coolness. See you next Wednesday.
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 Kevin Broughton discuss valuable insights and lessons learned from their experience in building successful branches in the mortgage industry.
They emphasize the importance of proper staffing, efficient management, and the significance of having a structured team to support loan officers.
They also highlight the challenges faced by loan officers and branch managers in terms of staffing, prospecting, and managing activities effectively.
The conversation delves into the necessity of having assistants from day one to support loan officers in closing more loans and focusing on revenue-generating activities.
They stress the importance of managing activities rather than personalities, ensuring that the team is aligned with the goals and standards set by the branch manager.
Additionally, they touch on the impact of efficient staffing on branch profitability and the role of mentors in guiding loan officers towards success.
For more insights and to learn how to optimize your branch’s performance, visit meetupwithkrista.com to schedule a consultation with Carl or Kevin.
Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.
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