Come to find out this actually works…

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.

So I just got a message from Jennifer Roy, a super cool loan officer out of the Orlando area where she mapped out just how simple closing an extra few loans each month is…  Read on..

Here’s the message she sent:

“Had a call today with an agent for one of my preapproved clients – I met and preapproved this client today (referred by a friend) and called the buyers’ agent to connect after emailing her the preapproval.

I explained when I send updates that I’ll also call every Tuesday during the transaction to give file updates. Y’all – she referred me another buyer ON THE SPOT.

I have never in my career of 35 years had that happen. These scripts are powerful. Work the system, trust the system.

Just for additional clarity – this agent is not in my market, she’s several hundred miles from me, and I have never once spoken to her before.”

First of all, congrats to Jennifer for taking action and being a great inspiration for all of us.

She just reminds me how simple it can be and to just follow the plan.  Sometimes we / I get caught up in complicating the plan, and instead, we / I just need to do what actually works and follow a proven plan that now ten’s of thousands of LOs have started.

That’s it. 
1. Get a plan that is proven and actually works TODAY.
2. Follow that plan
3. Get results
4. Inspire others

Want to see the plan that Jennifer is using as a step by step roadmap, email our office at
support@themarketinganimals.com with “Show Me The Plan” and I’ll hook you up.  <no charge>

The Simple Plan of Tammy Saul… Genius!

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 Kevin Gillespie dive deep into the three essential steps to achieve your dreams, inspired by a powerful message from their friend Tammy Saul.

They discuss the importance of believing in the possibility of success, overcoming fears, and taking consistent action with integrity.

Join them as they explore how the mindset and support of the people around you can significantly impact your journey toward success.

They also touch on the concept of call reluctance and how to push through it to achieve your goals.

Whether you’re in the real estate industry or simply looking to overcome personal barriers, this conversation is packed with insights and practical advice to help you move forward.

If you’re ready to crush your call reluctance and take your business to the next level, visit crushingcallreluctance.com for more information on upcoming boot camps!

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

Secrets to Successful Prospecting for Loan Officers

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 Kevin Gillespie dive deep into the current state of the mortgage industry and explore the recent turnaround in production levels.

They discuss the strategies top producers are using to thrive, including breaking into the builder business, leveraging the NAR settlement, and the importance of effective prospecting.

They also share insights on the impact of dropping interest rates on refinancing and how homeowners are feeling the pinch from rising homeowners association fees.

Additionally, they share success stories from their coaching clients who overcame call reluctance and found success through persistence.

Whether you’re a seasoned loan officer or just starting out, this episode is packed with valuable tips and motivation to help you elevate your business.

For more information on Kevin Gillespie’s coaching programs, visit ProfitDrivenPlan.com.

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

A Different Approach on Setting The Bar

In this video, Carl White encourages listeners to focus on the activities that drive success, rather than the results.

Carl discusses the importance of consistent prospecting and how dedicating just 50 minutes a day to activities like calling your past database or reaching out to referral partners can lead to significant growth in your business.

He also emphasizes the value of taking action without the pressure of immediate results, suggesting that by committing to these activities for 30 days, you can transform your approach and see amazing outcomes.

Tune in now and discover how lowering the bar can lead to amazing results!

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

What do you think we should do?

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.

Do you find yourself getting sucked back into the files once you’ve submitted the file?   
 
See, the problem with that is it’s not something we can grow with.   
 
Having a team that closed around $105,878,352 last month, one thing I have learned is, we have to act like we are a real business, or better yet, like we are the CEO of a big business. 
 
We can’t allow ourselves to be sucked into the files.   
 
We have to surround ourselves with amazing people…  People who can solve problems instead of asking us/you what they should do about a situation.    
 
I have this policy that has worked for me very well.  Any time somebody on the team asks me to solve a problem, I ask them “well, what do you think we should do?”, and then just be quiet and see what they say. 
 
I find that about 95% of the time, the solution they came up with is the right one, and it empowers them to make decisions in the future. 
 
Now, 5% of the time, perhaps they do something that I may disagree with, and sometimes that does cost me a deal or even a referral source.. 
 
.. however, because I/you can now focus on bringing in the next 20 loans and the next 20 referral partners instead of worrying about that “1”, well, I think you get the idea. 
 
We have to focus on the big stuff that really moves the needle and not concern ourselves with who parks where in the parking lot. 
 
That’s what I think, what do you think?