Tag: Loan Officer

Get The DSP Done!

March 25, 2022

Listen in to Erica, Mike, and Jimi to find out what exactly happens on the Loan Officer Breakfast Club as well as to hear how Jimi inspires you to just “get it done.” He is adamant that the thought out and proven Daily Success Plan that Mortgage Marketing Animals coaching program provides, is 100% obtainable to every LO out there that wants to put in the work.  Jimi, Mike, and Erica go on to explain that you need to be taking the action and experiencing the journey on the way to the destination.

You’ll be inspired by these three empowering voices that encourage you to get it done.

Using the 40 Focus Tracker

March 21, 2022

Welcome back to another episode of Loan Officer Freedom, the #1 podcast nationwide for loan officers. Today, I’m joined once again by my dear friend and top coaching strategist, Kristin Simpson. 

We have a lot of proven strategies that we love to share with our members, and it has helped them grow their business to heights they’ve never imagined.

Kristin is sharing a fantastic way to streamline and organize the tracking of communication with qualified agents. In our coaching program resource library, we have a genius way to track communication and outcomes, which we have named the Focus 40 Tracker. It’s what every loan officer needs to be doing in their mortgage business to bring in consistent and ongoing referrals. 

On this episode, we chat about where and how to get a qualified agent list, how many you should be calling, what to say on the phone, and your next steps in the process. 

Kristin even tells us why we need to “FROG” people…hmmm, that sounds interesting. 

Tune in to hear more about it…

Ready to get the scripts and more? Schedule a call today to get access.

Warming Up Cold Calling Without Reluctance

March 14, 2022

On this episode of Loan Officer Freedom, the #1 podcast for loan officers in the world, I’m joined by one of our remarkable coaches here at Mortgage Marketing Animals, Mrs. Kristin Simpson. 

Kristin and I bounce ideas back and forth about how to make cold calling not as chilly as it’s made out to be by sharing ways to melt the ice.

There are proven strategies our program teaches members, such as the Daily Success Plan. Calling realtors, making coffee appointments, and getting it done. Kristin stresses the importance of conversation and how you, no matter how many loans you are currently working, can implement this immediately. How, you ask? Well, that’s why you’ll have to listen in to hear Kristin and I give examples, stories, scripts, and strategies that really (like really,really) work. 


Ready to implement this and many more? We’ve got plenty to choose from…schedule a coaching call…no charge…click here to choose a time that works.

Working With Financial Planners (while getting rich yourself)

March 7, 2022

Welcome to Loan Officer Freedom, the #1 podcast for loan officers nationwide. Today, I’m joined by my dear friend Todd Ballenger, who crossed over into the mortgage industry from the financial advisor side of things for pure interest of how to help people utilize their money the best possible way.  

Todd is an icon and leader here in the mortgage industry and today has given me an “aha” moment that you’re sure to be wowed by.

When I was a producing loan officer, I never thought much about a connection or need for connection for that matter to a financial advisor – which now I know could lead to more referral opportunities.

Well, you’re in luck my friends. Today, Todd and I discuss the ways to merge as a partnership to discover that suitability and eligibility don’t have to conflict if the objective for the client remains the same.

Tune in to hear these mind-blowing ways you can use this untapped avenue for referrals – the right way.

Ready to hear more ways to ramp up your referral business? Choose a time here that works best for you, and we will connect you with one of our top strategists here at Mortgage Marketing Animals.