In the dynamic world of mortgage lending, efficiency and client satisfaction are key. Loan Officer A.I. CRM, a groundbreaking innovation by Connection Inc., is transforming the landscape for loan officers. This blog explores how this CRM stands as a beacon of progress, offering unparalleled tools for success.
Check out the text that Tara McCafferty, a great friend of mine (and Freedom Club member) sent me.
What you may not know is, she just moved to Jacksonville, FL from Reno, NV knowing literally nobody here, and yet working Thor’s Hammer strategy, 67% of her scheduled closings are from her new connections in Florida.
#RealCourageRealLeadsRealClosings
Come to find out, good ol’ fashion prospecting works!
Proud of you Tara!! Leading through inspiration.
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 Kelly Lewis, a new loan officer from Houston, Texas, who shares her journey in the mortgage industry.
With 24 years of experience, Kelly has transitioned from processing and compliance to pursuing a career as a loan officer.
Join us as they discuss the challenges Kelly faces in building her business, including the fine line between being persistent and feeling like she’s begging for business.
Carl provides valuable insights on how to effectively follow up with real estate agents and the importance of being consistent in outreach.
Whether you’re a seasoned loan officer or just starting out, this episode offers valuable insights to help you thrive in the competitive mortgage market.
Visit MMAdemo.com for more resources and to schedule a call with our team.
Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.
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 Maria White dive into the crucial topic of where top originators get their leads.
Join us as they discuss the surprising statistics behind lead generation, revealing that a staggering 78% of successful loan officers rely on referral partners, primarily real estate agents, while only 0.2% comes from consumer direct leads.
Mrs. White shares her insights on the importance of focusing on high-converting leads and the pitfalls of chasing low-conversion opportunities.
They also reflect on the differences in lead conversion rates and why it’s essential to prioritize building relationships with referral partners and leveraging your past database.
Don’t forget to visit mmademo.com for free resources on converting more referral partners!
Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.
In this video, Carl White shares a clever twist on building relationships with real estate agents!
Did you know that a staggering 78% of loans come from referrals, highlighting the need for loan officer marketing to focus on these connections?
Carl introduces the classic “FROG” formula—Family, Recreation, Occupation, Goals—and adds a new twist with the “L” for Lenders.
Discover the powerful question to ask agents: “What are your expectations from the lenders you work with?”
This simple yet effective approach can help you understand what agents truly want, allowing you to tailor your services accordingly.
Don’t miss out on the opportunity to learn from Carl’s experience!
For more tips, strategies, and scripts – we invite you to a completely FREE DEMO call here.
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 announces an important event for the mortgage industry!
Event: State of the Mortgage Industry Address
Date: Coming up on Wednesday
Register Here: stateofthemortgageindustry.com
Carl will be hosting an open Zoom meeting featuring a member of the board of directors of the MBA, who will share shocking statistics and expectations for the mortgage industry in the upcoming months and into next year.
With so much change on the horizon, it’s crucial to adapt and learn from past experiences.
This event is designed for all loan officers, whether you’re in retail or a mortgage broker.
It’s a unique opportunity to gain valuable insights without any sales pitch—just pure information to help you navigate the evolving landscape of the mortgage industry.
Don’t miss out! Register now at stateofthemortgageindustry.com and be part of this essential discussion.
Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.
Let us know where you’d like our team to send updates on new podcasts, proven strategies, messages from Carl White, and valuable information we share with loan officers like you!
