Tag: Loan Officer Training

AI Revolution: Transforming Mortgage Marketing Strategies

May 26, 2025

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 Chris Johnstone dive into the exciting world of AI and its transformative impact on the mortgage industry, featuring the latest advancements from Google’s Gemini and how it changes the way we search for information.

They discuss the shift from traditional search results to AI-generated answers, the implications for loan officers and lead generation companies, and strategies to position yourself as an expert in this new landscape.

Discover practical tips on leveraging AI tools like ChatGPT to enhance your customer interactions, create valuable content, and ultimately build your brand in a rapidly evolving digital environment.

Don’t miss out on this essential conversation about adapting to the future of AI in the mortgage business!

Visit LoanOfficerBrand.com to access our free guide featuring seven essential prompts to kickstart your journey with AI.

Go to LoanOfficerCRM.ai/offer to take advantage of our special offer!

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

From Wall Street to Mortgages: A Family Journey

May 21, 2025

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 brothers Greg and Jim Malamut, who share their journey in the mortgage industry, following in the footsteps of their father, Bill Malamut.

Discover how they transitioned from corporate jobs to thriving as co-branch managers, achieving impressive numbers even in challenging market conditions.

They discuss the dynamics of working together, their innovative marketing strategies—including creative social media content and community engagement—and the importance of building strong relationships with real estate agents.

Tune in to learn how they balance their professional and personal lives while aiming to double their business and continue their father’s legacy.

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

Swipe this email and send to Realtors for Referrals

May 19, 2025

In this blog is a simple email for you to swipe and send to your list of Realtors that you want to work more with.

Let me give you the backstory first…

Years ago, I was meeting a Realtor for our first “coffee meeting”. 
At one point she said, “I’ve got a pile of old leads, but they’re probably dead.”

I said, “Mind if I follow up on a few of them for you?”
She laughed—”Knock yourself out, they’re all ghosts.”

So initially, she sent me 10 of them, and I called them.

And you know what happened?

A few were duds.
But two of them—TWO!—got pre-approved and closed within 60 days.
She handled the buyer side on both deals…
And even landed a listing from one of the referrals.

Let’s just say… I had a new best friend.

And yes, she sent me the rest of her old leads, and all of her new ones going forward ☺

That one simple act turned into a long-term referral relationship—
And a steady stream of closings I would’ve never seen otherwise.

Here’s how you can do the same thing, starting today:

Send this message to a Realtor you like working with (or want to):

——

Subject: I’ve got an idea for your old leads

Body:
Hey [Agent First Name] — do you have a list of leads that ghosted or fizzled out?

If so, I’d be happy to follow up on your behalf and see if I can warm any of them up again.
I’ll be professional, helpful, and if I get anyone re-engaged, I’ll hand them right back to you.

It’s just a simple way I can help you close a few more deals this quarter.

Want to give it a try?

– [Your Name]

——-

That’s it. Nothing fancy.

–Quick win
–Zero cost
–Zero pressure

And it positions you as the kind of loan officer every agent wants in their corner.

Do it today. Be helpful. Play the long game.

Let me know how it goes.

Helping Divorcing Clients — and Growing Your Mortgage Business

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 Jody Bruns, founder of the Certified Divorce Lending Professional (CDLP) Program, to explore the unique niche of divorce mortgage planning.

Jody shares insights on how loan officers can effectively engage with divorcing clients, emphasizing the importance of integrating mortgage planning early in the divorce process.

They discuss innovative strategies for loan officers to not only close more deals but also get compensated for their consulting services, even if a loan isn’t finalized.

Tune in to learn how to build valuable relationships with attorneys and other professionals in the divorce space, and discover how this approach can create a sustainable and profitable business model in an ever-evolving market.

For more information, visit LODivorce.com.

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

A Quick “NO” Better Than Long “Maybe”

May 14, 2025

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 Kristin Simpson dive into the importance of decisiveness in sales, emphasizing the mantra “I’d rather have a quick no than a long maybe.”

They discuss the significance of tracking conversion rates, the value of asking for business directly, and how to handle rejection with confidence.

With insights drawn from Carl’s extensive experience in the mortgage industry, they explore strategies to speed up the decision-making process and clarify situations rather than convincing potential clients.

Tune in to learn how to transform your approach to sales and boost your success!

Want to learn more? Schedule a strategy call with Kristen at getmoreloans.com.

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