Achieving Harmony: Balancing Work and Family

In this episode of Loan Officer Freedom, the #1 podcast in the country for loan officers, Carl White dives deep into the common struggle many loan officers face: finding the balance between work and family time. Prompted by a listener’s question, Carl and co-host Steve Kyles share their own personal experiences and offer practical advice on how to navigate this delicate challenge.

Tune in as they share the significance of setting boundaries, managing expectations, and intentionally scheduling time for both work and family.

Book a strategy call to help map out your 90-day plan at www.LoanOfficerStrategyCall.com

AI in Lending: Pure Hype or Holy Grail?

Hey there, fellow Loan Slinger,

You’ve seen the noise around this AI thing, right? It’s like a new superhero movie – everywhere. Got me wondering….

“Can this robot stuff really help me seal more loan deals?”

So, I rang up my secret “Nerd Herder” and had a good ol’ chat about it. Felt like I was in a sci-fi movie. So I hit the record button and turned it into a podcast episode.

You can hear it all in this Podcast Episode.

Intriguingly, I’m involved in a beta test group that he’s running, and it’s like being backstage at a magic show. It could be worth a look-see for you too.

Check Out the Artificial Intelligence Insider Information here.

Get the lowdown while you’re sippin’ on your Saturday morning joe.

(No sign-up required, the podcast is right there on the page.)

As always, I’ve got your back and we’re in this together.

What We Are Seeing Now

In this podcast episode of Loan Officer Freedom, the top podcast out there for loan officers, Carl White interviews Tim Braheem, discussing the changing dynamics in the mortgage business. They observe a shift where experienced loan officers, or veterans, are closing fewer loans while new loan officers are achieving higher numbers. They attribute this change to the previous market conditions that made it easier for veterans to secure loans without actively seeking new business.

In contrast, new loan officers are starting from scratch and are forced to engage in networking, prospecting, and relationship – building. They emphasize the importance of mastering the basics, maintaining consistent marketing strategies, and cultivating genuine relationships to succeed in the current market.

Carl and Tim talk about how they notice the common denominators of the originators who are doing all the basics right and utilizing great scripting. They have a consistent marketing strategy. They stay in touch with their past client database. They get out from behind the desk.

To find out more about how to get brilliant at the basics, click here to schedule a FREE one-on-one call with one of our coaches.

Record Month & How He Did It

Welcome to Loan Officer Freedom podcast, the #1 resource for loan officers in the country. Your host, Carl White interviews branch manager Gregg Driggs, who is a member of the Freedom Club. 

Gregg shares the success he is currently experiencing in the mortgage industry, including Greg’s record-breaking month of January and now April! Gregg’s team was able to quickly see success when they began time-blocking, staying dedicated, and following the Daily Success Plan. 

Tune in to hear how Gregg and his team found success (even in this market) and how you can too. 

To schedule a free 60 – minute coaching session with one of our top strategists, click here

Seizing Our Moment Against Online Lending Giants

These may be challenging times, but I firmly believe we’re on the cusp of a golden opportunity to triumph over the online lending behemoths.

Let’s be real: we’re not going to outpace Rocket Mortgage in the tech race. Their budget for technology far outstrips ours, and that’s putting it mildly.

But here’s the kicker: we have the power to outshine them in two crucial areas.

1.  Cultivating strong relationships with our referral partners
(67% of all purchase loans close with the loan officer recommended by their real estate agent).

2.  Connecting personally with our past clients
(hint: this means picking up the phone, not relying on impersonal “drip campaigns”).

As a matter of fact, 27% of all loans close with loan officers referred by friends, family, or coworkers. Be THAT loan officer!

You see, most of our loans from “our past database” isn’t their loans, it’s their friends, family, and co-workers loans.

By focusing our marketing efforts on referral partners and our existing client base, we’ll tap into the majority of loan opportunities, leaving the online giants to chase after the leftovers.

So, instead of striving to out-tech them, let’s concentrate on out-personalizing them.

Remember, slapping lipstick on a robot doesn’t make it human. Similarly, an automated drip campaign pretending to be personal will only look ridiculous to the recipients.

The secret to authenticity? Simply being authentic.

To achieve this, all it takes is a phone call <gasp>.

Every closing puts thousands of dollars in our pockets—a fantastic achievement by any measure.

Let’s dominate the market like never before by harnessing the ultimate business tool: the telephone.

Our Finest Hour Awaits!

Carl “I got your back” White

P.S.: When you’re ready for a call to learn the exact scripts I use in my branch for engaging real estate agents and past clients, click on this link. I’ll provide you with 60 minutes of valuable script sharing and role-playing—completely free!

P.P.S.: Teamwork makes the dream work! If you have a question or need assistance, don’t hesitate to reach out to your fellow loan officers or me.

We’re a family here, and our bond is unbreakable. Let’s keep that spirit alive and continue delivering exceptional service to our clients!

If you have any thoughts or suggestions, my door is always open. I’m all ears!

Remember: action is the first sign of true desire. If we genuinely “want it,” we need to take action. So, let’s take action (if you really want it)!

Loan Officer Freedom