Loan Officer Training

From Gaps to Gains: Building a Winning Mortgage Team

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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 host, Carl White and his longtime friend Chris Johnstone discuss the importance of building a strong team for loan officers aiming to enhance their mortgage marketing efforts.

They emphasize the value of loan officer training programs and how identifying individual strengths and weaknesses can lead to a more effective team structure.

They also share insights on how to scale a mortgage business, particularly for those looking to close around 10 loans a month.

Additionally, they highlight the necessity of hiring trained assistants to handle tasks such as contract-to-close processes, allowing loan officers to focus on loan officer marketing and client relationships.

Don’t miss out on the actionable advice that can lead to greater success in your mortgage career!

If you’re looking to tighten up your team structure or need assistance in closing more loans, visit getmoreloans.com to schedule a consultation.

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

Why Realtor Referrals Outperform

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In this video, Carl White dives into the importance of realtor referrals for loan officers.

He discusses the stark contrast between the closing rates of social media leads and realtor referrals, revealing why focusing on real estate agents can significantly boost your business.

Discover why marketing to real estate agents is the best strategy for closing more loans.

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

The storm is over, no electricity, and we are ok.

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First of all, thanks so much for the well wishes.  Yepper, the “not so secret, secret headquarters” of my office is located in the epicenter of Milton’s landfall. 

Everybody is ok, just a LOT of future firewood and no power, but it’s all good.

With the no power, I was catching up on some reading and came across this article that Kevin Broughton sent me last week.

WOW!

Such a spot-on, yet simplistic analysis of the 3 things that the top loan originators have.

Here’s a copy of the article <no opt-in needed>, the link goes directly to the PDF to read.

Let me know what you think.

Navigating the New Mortgage Landscape: Opportunities and Challenges Ahead

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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 industry, discussing both the challenges and the exciting opportunities that lie ahead.

With Owen set to become the Vice Chair of the National Mortgage Bankers Association, he shares insights from his extensive experience in the field.

Join us as they explore:

  • The evolving landscape of refinance opportunities and how to capitalize on them.
  • The impact of technology and predictive analytics on mortgage servicing and retention rates.
  • Strategies for loan officers to stay competitive in a market where servicers are aggressively pursuing their own clients.
  • The importance of maintaining relationships with past clients and leveraging technology to enhance communication.

Don’t miss out on the chance to learn how to bring your A-game and thrive in the mortgage business!

Visit LoanOfficerBreakfastClub.com to join our community and get the latest updates!

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

Importance of Refinancing in Your Business

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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 host, Carl White dives into a common misconception among loan officers regarding their closing ratios.

Many proudly claim that 90% of their closings are purchase deals, but Carl explains why this mindset could be costing them thousands of dollars each month.

He shares insights on the ideal ratio of 70% purchase to 30% refinance, emphasizing the importance of maintaining a balanced approach to ensure stability in any market condition.

He also discusses the moral obligation loan officers have to inform their past clients about refinancing opportunities and how to effectively reach out to them.

If you want to learn more and get access to the phone script mentioned in the episode, visit getmoreloans.com.

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

Loan Officer Freedom