What CRM Should I Use?

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 Chris Johnstone discuss the importance of choosing the right CRM for loan officers.

They delve into the benefits of using a CRM, the features of their own CRM, and how it can revolutionize your mortgage business.

They also share their insights on database marketing, the effectiveness of past database campaigns, and the impact of AI technology on streamlining communication with clients.

Additionally, they provide a step-by-step guide on how to get started with their CRM, emphasizing the 30-day money-back guarantee for users.

Tune in to learn how implementing a CRM can significantly boost your loan production and streamline your marketing efforts.

Don’t miss out on this valuable discussion on Loan Officer Freedom!

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

Let it go, just be nice

I was hanging out with a longtime friend a few months back and we were reminiscing about times back when we were in grade school (yeah, it’s been a while ago).

He asked me if I remember the time one of our teachers drew a circle in the chalkboard and made him stick his nose in the circle for 15 minutes as punishment for something.

As he was reminding me of the story (which I clearly remember), tears started running down his cheeks, just like they did that day so many years ago.

He still carried the shame and pain of the punishment that was so many years ago.

The funny thing is, neither one of us could remember what the crime was… just the punishment… shame.

I suspect that the “teacher” had no idea the impact that 15 minutes had on this wonderful man’s life.

A simple act, so many years ago, still had an impact of shame.

And this guy, well, let’s just say he’s a true “man’s man”. By the looks of him, he could have been a linebacker for the Dallas Cowboys. And yet, he is still impacted by this person (the teacher) who is likely to be dead and gone by now.

All this got me thinking of 3 things.

1. Let it go. People who have disrespected you and/or said or did things to belittle you, made you feel unworthy (I think this is why so many LOs are afraid of asking for the business)…

…They didn’t know what they were doing and they likely didn’t even know the real “you”. Forgive them, and forgive yourself for believing their crap.

2. Be nice to people. You never know the major impact you may have on people or how long it will impact them. Both good and bad.

3. You are worthy. You are worthy of great things and you are worthy of great business. I think this is why so many LOs fall for the ol’ crap about how making calls is a bad thing. So many LOs waste soooo much money buying the shiny whistle with the false promise of “they will come to you begging..” yeah yeah, blah blah.

So be good. Be nice. And forgive yourself. And most of all, YOU ARE WORTHY!

That’s it.

I Believe In You.

Trigger Leads Update

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 and Owen Lee discuss the latest updates on Triggerlead legislation.

They delve into the intricacies of trigger leads, the problems associated with them, and the proposed solutions.

Owen provides insights on the progress of the bill and its potential impact on loan officers.

Join us as we uncover the details of the Homebuyers Privacy Protection Act and how it aims to revolutionize the industry.

Tune in to learn more about this crucial legislation and its implications for loan officers everywhere.

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

Maximizing Your Prospecting Time: Should You Target CPAs?

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 age-old question: Should loan officers spend part of their prospecting time looking for CPAs?

As tax season approaches, the debate between focusing on real estate agents versus CPAs becomes more relevant.

Carl shares his insights on the pros and cons of working with CPAs, emphasizing the importance of prioritizing prospecting efforts to maximize results.

Tune in to learn why focusing on the right referral sources can significantly impact your loan business’s success.

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

Update on the NAR settlement

I know there has been a lot said on this topic, but I wanted to make sure you knew how this may affect you as a loan officer.

I did a live Zoom with Brian Stevens from MortgageShots.com where we discussed the implications of the new NAR settlement on the real estate industry and how it affects loan officers and branch managers.

Brian had some very interesting predictions on the changing landscape of real estate commissions and the potential impact on agents and brokerages…. And how it affects those of us who are slinging loans each month.

Go to the podcast episode here to gain a deeper understanding of the unfolding story and how loan officers can navigate these changes effectively.

No opt-in needed, just go and listen here.

Brian and I wanted to make it super simple and quick for you to get the information that you need.

Just another random act of coolness.

Be sure to thank Brian and be sure to check out his Mortgage Shots. Great info in a quick few minutes that I listen to every morning.

I’m in your corner!

Loan Officer Freedom