Tag: Loan Officer Training

Hear My AI Answering Calls

September 15, 2025

Episode 582

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White.

In this episode, Carl and Kristin Simpson dig into the speed to lead problem with real numbers, including the well known finding that 79 percent of borrowers close with the first loan officer they speak with, an MIT study showing conversion chances drop by roughly 80 percent after five minutes, and the shocking reality that the average response time in the industry hovers around 47 hours.

Carl shares a live demo of his team’s AI phone assistant that answers 24/7, captures caller details, answers common non-licensed questions, sends application links, books calendar appointments, and can hot transfer when the loan officer is available, all designed to stop prospects from hanging up and calling the next person.

You will hear how this tool protects family time and professional boundaries while increasing appointments, so you are not forced to choose between being present at your kid’s game and picking up every incoming call.

Want to kick the tires yourself, call 734-206-7164 for the same demo number Carl gives on the show and see how an AI assistant handles real conversations.

If you are ready for help putting this system in place, schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Marriage vs. Roommate Issues: The Best Relationship Advice I Ever Got

September 10, 2025

In this Wednesday Quick Tip, Carl White shares the single best piece of advice he ever received about relationships. He explains the difference between marriage issues and roommate issues, why confusing the two can create unnecessary conflict, and how this simple shift brought more peace and laughter into his own marriage. Carl also ties it back to business, showing how a strong home life makes everything at work flow more smoothly.

If you’d like the same kind of clarity and peace in your business that you have at home, check out the tools and resources waiting for you at MortgageMarketingAnimals.com.

One Life In, One Life Out

Episode 581

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White.

In this episode, Carl opens up about a deeply personal season of life: the week his first grandson was born and his 90-year-old mother passed away just two days later. One life in, one life out. It sparked a powerful reflection on what really matters most in the time we are given.

Carl shares how this experience reframed the way he looks at business, money, and the daily grind that consumes so many loan officers. He talks about the difference between building a business that chains you to constant emails and phone calls versus building one that gives you the freedom to step away when life calls for your full presence.

You will hear what he calls the “freedom formula,” which is putting the right systems, people, and priorities in place so that your business serves your life instead of the other way around. Carl challenges you to ask yourself a simple but important question: if something big happened in your family tomorrow, could you step away without your business falling apart?

This episode is a reminder that success is not just about income or closings. It is about time, relationships, and freedom. Listen in, and let this message push you to re-engineer your business around what really matters.

If this message resonates with you, do me a quick favor and leave a review at 5StarCarl.com. Your feedback not only keeps this show going strong, but it also helps other loan officers find the tools and encouragement they need.

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

From Newbie To 6 Closings This Month

September 8, 2025

Episode 580

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White.

In this episode, Carl talks with loan officer Melissa Rishel about her inspiring leap from starting fresh in January to closing six loans this August. Melissa opens up about how she pushed through discouragement, leaned on her faith, and stuck with the daily plan that eventually opened the floodgates of new business.

You’ll hear how one new agent relationship turned into a steady stream of deals, why calling on an agent’s past clients became her secret weapon, and how she overcame call reluctance by simply showing up and making the calls. Melissa also shares the lessons she has learned about consistency, service, and keeping her pipeline full even after a big month.

If you have ever wondered how to go from zero traction to real momentum, this episode shows the exact steps Melissa followed and how you can put them to work in your business.

Ready to follow the same plan Melissa used to create six closings? Start now at GetMoreLoans.com.

What Million-Dollar Loan Officers Have in Common

September 3, 2025

In this Wednesday Quick Tip, Carl White shares a unique tradition in our group: when a loan officer or branch manager earns over $1 million W2 income in a 12-month period, he gets everything to the right of the decimal. While the checks are small, just cents, they represent big wins and even bigger success stories.

From Youssef to Katie, each cent tells a story of transformation, growth, and proven systems that actually work. The real question is: If Carl could show you exactly how they did it, would you give him just 30 minutes of your time?

If you’re serious about growing your mortgage business, now’s your chance to learn the same strategies these million-dollar producers used.

Learn more and book your call at GetMoreLoans.com. Let’s map out how you can become the next success story.