Loan Officer Marketing

Where To Start For A Refresh

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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 sits down with Krista to have a candid conversation about getting started in the mortgage industry.

  • Mind shift and perspective
  • Structuring your day for prospecting
  • The concept of Call Stars, its importance, and what this micro-community looks like
  • How loan officers in our branch have achieved their successes
  • The importance of taking risks with commitment, even at the risk of looking foolish

They also touch on the Loan Officer Breakfast Club, mortgage leads, referral partners, and the value of mortgage mentoring.

To learn more about the eight-week boot camp they talked about and how to align yourself with the right people in the industry, visit meetupwithkrista.com to schedule a call with Krista.

Don’t miss out on valuable tips and advice for success in the mortgage industry.

Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Easiest group of people to get referrals from

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Having a team that has closed literally over $1B a year time and time again, I’ve learned a thing or two.

One of the biggest lessons that I have discovered is, it’s easier to get people that are referring you a few deals a year, to send you more deals, than getting people who aren’t sending you deals to send you deals.

So it’s way easier to get “them” to send you even more… and I mean like WAY easier.

So here’s the plan:

  1. Get a list of all the agents that have referred to you in the last 12 months.
  2. Look up their production in one of the programs that shows their “buy side production”. (like MMI or LoanOfficerCRM.ai)
  3. If you got a shot of at least 50% of the buy side units they closed, youare in good shape, no need to change anything (this will be rare)
  4. If you got less than 50% of the buy side units they closed, this is your easiest and most effective targets to grow your business.
  5. Simply call them up, tell them how much you appreciate working with them, and remind them that with your “Follow Up and Refer Back” program,(some of you may know this as our “Golden Eye Opener” program) that you will help them close even more of their current leads by following up on their prospects along with them.

The ”Follow Up And Refer Back” program that is part of the MortgageMarketing Animals system, averages an additional 16 closed deals to refer back to these agents each and every year, and we, of course, are the lender of those deals.

This has been such a game-changer for us, I’m sure it will be for you too.

So just to be clear, I’m not saying not to prospect to agents that you haven’t worked with before, I’m just saying let’s get more from what you already have first.

First = Fast Money ☺

If you are not sure what this killer system is, I’ll be happy to hook you up with exactly how it works (and there is no software or widget to buy).

Just go here and we’ll walk you through it. It just flat-out works ☺

Talk soon.

Making $57K Per Month

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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 discusses the importance of referral partners in generating leads for loan officers.

He shares insights from a recent study that revealed top-producing loan officers acquire 78.1% of their business from referral partners, emphasizing the significance of building strong relationships in the industry.

He outlines a structured approach of setting one appointment per day with qualified agents, leading to potential exponential growth in business.

Additionally, He encourages loan officers to focus on structured daily activities, such as making calls and meeting with referral partners, to drive success in their mortgage marketing strategies.

Don’t miss out on this insightful episode and take the first step towards maximizing your business potential.

Visit FreedomClubDemo.com to learn more about joining a collective group of loan officers dedicated to achieving success through discipline.

Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Don’t Forget The Team!!

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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 Irene Duford discussed the significance of gaining market share in the current competitive landscape, especially with fewer loan officers in the industry.

They emphasized the need for loan officers to identify themselves as mortgage professionals and business owners rather than just loan officers.

They also highlighted the benefits of having a well-trained assistant to handle various tasks, allowing loan officers to focus on marketing and growing their business.

Additionally, they touched on the Client Conversion Training and the boot camp for newer individuals in the industry.

Irene emphasized the importance of loan officers letting go of certain tasks and empowering their assistants to excel in their roles, ultimately turning them into profit centers rather than expenses.

For more information and to access the hiring checklist, visit LoanTeamTraining.com and schedule a free consultation at talktothetrainers.com. 

Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

It Was a Battle

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In this video, Carl White discusses the importance of not just making declarations but also putting in the hard work to achieve goals, especially in the realm of mortgage marketing and loan officer training.

He emphasizes the need for a battle plan and steps to follow after setting goals, using examples like Susan Bingman’s journey from closing two loans to eight per month.

If you’re looking for guidance on creating a battle plan for your goals, Carl offers a free marketing calendar from Industry Titans to help you get started.

Simply click the link or button on this page to schedule a one-on-one zoom call where you can learn more about the strategies that have led to success for others.

Remember, declarations are just the beginning – it’s the actions we take that truly make a difference. 

Don’t miss out on this valuable insight from Carl White!

For more tips, strategies, and scripts – we invite you to a completely FREE coaching call here.