Loan Officer Training

Here’s a cheat sheet that I use to close more

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Here’s a list of top 10 realtor challenges during a real estate transaction, formatted as sentences to ask for a coffee appointment with a loan officer.

These can be used as social media posts, short videos, texts, or simple emails.

When you are ready for help on how to follow up with those that respond, I’ll hook you up with a 30 minute zoom meeting where we can go over some of these with you <no charge>


Here’s the list:

1.   If I could show you how to navigate financing hurdles and get your clients pre-approved faster, would you give me 20 minutes of your time?  

2.   If I could show you how to manage unexpected property inspection issues that could jeopardize the deal, would you give me 20 minutes of your time?  

3.   If I could show you how to avoid delays caused by complex appraisal processes, would you give me 20 minutes of your time?  

4.   If I could show you how to secure financing for clients with unique situations or credit challenges, would you give me 20 minutes of your time?  

5.   If I could show you how to streamline communication between all parties in the transaction to prevent miscommunication, would you give me 20 minutes of your time?  

6.   If I could show you how to eliminate delays caused by loan underwriting and documentation requests, would you give me 20 minutes of your time?  

7.   If I could show you how to overcome last-minute financing denials and keep deals on track, would you give me 20 minutes of your time?  

8.   If I could show you how to help buyers with down payment assistance programs and other funding options, would you give me 20 minutes of your time?  

9.   If I could show you how to handle the challenges of multiple offers and complex negotiations with the lender’s support, would you give me 20 minutes of your time?  

10.   If I could show you how to help your clients avoid title and legal issues that delay closings, would you give me 20 minutes of your time?  

These questions directly address common challenges realtors face in real estate transactions and position the loan officer as a valuable resource. When you are ready for help on how to follow up on those agents I’ll hook you up here and we’ll go over it on a zoom call with you.

Get More Loans <my zoom meeting appointment thingy>

From Goals to Growth: Reverse Engineering Your Path to Success in 2025

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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 Owen Lee dive deep into the current state of the mortgage market, discussing interest rates, market stability, and what to expect as we head into 2025.

Owen shares his expert analysis on the impact of recent elections on interest rates and offers valuable strategies for loan officers to prepare for the upcoming year.

With the holiday season upon us, he emphasizes the importance of setting clear goals and taking proactive steps to prospect effectively during this quieter time in the industry.

Learn how to reverse engineer your financial goals and discover actionable tips to secure leads and grow your business.

Whether you’re a seasoned loan officer or just starting out, this episode is packed with practical advice to help you excel in the coming year.

Visit getmoreloans.com to learn how to get those extra leads you need to boost your success!

Connect with Owen Lee on LinkedIn for more insights!

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

Keeping Score Makes All The Difference

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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 Kristin Simpson discuss the four essential things you should measure to up your game and achieve more closings.

Key Takeaways:

  • Why keeping score is crucial for your business growth.
  • The four metrics that matter: Leads Received, Loans Closed, Hours Worked, and Money Saved.
  • How to identify bottlenecks in your process and improve efficiency.
  • The significance of focusing on controllable factors in a fluctuating market.

Whether you’re a seasoned loan officer or just starting out, this episode provides valuable insights on how to manage your activities effectively and make informed decisions that lead to greater profitability.

Don’t forget to visit getmoreloans.com for more resources and to connect with Kristin for personalized guidance!

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

How-To Respond to The “3 Cards” Objection

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In this video, Carl White and Steve Kyles dive into a common challenge faced by loan officers: how to stand out when real estate agents insist on giving their clients multiple lender options.

They explore the statistics behind top-producing real estate agents and how you can help them double their closing rates.

Discover the power of the Follow-Up Refer Back Program and learn how it can transform your business relationships without costing agents a dime.

Join them as they discuss effective strategies to change the narrative and provide compelling reasons for agents to choose you as their sole lender.

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

Nothing About Mortgages but Super Important

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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 Steve Kyles share a heartwarming story about a grandfather who helped his granddaughter create a list of qualities to look for in a partner.

This list not only guided her through her dating life but also empowered her to make informed decisions about love and relationships.

Carl and Steve discuss the importance of focusing on positive attributes and how this practice can shape our intentions and choices.

Whether you’re a parent, grandparent, or mentor, this episode offers valuable insights on guiding the younger generation in their journey to find meaningful connections.

We encourage you to sit down with your children, grandchildren, or any young person in your life to create a list of their own.

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

Loan Officer Freedom