Why aren’t you getting more referrals even when you’re doing great work? In this Wednesday Quick Tip, Carl White shares the three main reasons loan officers often miss out on referrals and how to solve each one.
You’ll learn:
Want to start getting more referrals right away? Visit LoanOfficerStrategyCall.com.
Episode 565
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, is joined by special guest Kristin from The Marketing Animals team for a deep dive into a follow-up schedule that actually converts.
Carl takes the lead in laying out a clear, week-by-week system for following up with referred leads—sharing the exact timing, messaging, and mindset that leads to more closings and fewer missed opportunities.
Kristin brings valuable insights and perspective from the field as they unpack the difference between high-converting relationship leads and low-return online leads—and why you should never treat them the same.
You’ll learn how to stay present (not pushy), avoid the emotional toll of being ghosted, and keep your referral partners in the loop so the leads keep flowing.
This is a must-listen for anyone who wants to sharpen their follow-up game and stop letting hot leads fall through the cracks.
Want the cheat sheet Carl and Kristin talk through? Just email Kristin at kristin@themarketinganimals.com and she’ll send it your way.
Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.
Episode 564
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, chats with Thomas Seelbinder from Model Match to reveal a powerful new tool that gives LOs deep access to borrower, agent, and LO data.
You’ll hear how this kind of insight helps you avoid wasting time on non-producing agents and target the referral partners that actually move the needle.
Thomas also unveils “Borrower Insights,” a new feature that lets you recover lost databases, reconnect with past clients, and tap into orphan loans—right down to their equity, interest rates, and contact info.
Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.
Are you putting off that one call? The one that keeps staring at you from your list?
In this Wednesday Quick Tip, Carl White shares how the calls we avoid, whether it’s a ghosting agent, a cold lead, or a tough borrower, are often the ones that can move the needle in your pipeline.
Most of the time, the story we tell ourselves about how a call will go is far worse than the actual conversation. Carl breaks down a simple mindset shift that turns hesitation into action and helps you pick up the phone with purpose.
Avoided calls equal avoided closings.
Challenge of the Week: Call that one person you’ve been avoiding. You might just turn your whole week around.
Need help with what to say or how to overcome call reluctance? That’s what we do.
Book your free strategy call at LoanOfficerStrategyCall.com.
We’ll help you confidently make the right calls and build a pipeline full of closings.
Episode 563
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, opens up about a game-changing habit that’s helped him quiet the late-night mind chatter and show up more focused and refreshed each day.
He walks through the exact 3-step end-of-day routine he uses to shut down his workday, sleep better, and hit the ground running the next morning.
From writing down tomorrow’s top priorities to sending one meaningful thank-you message, Carl shares simple yet powerful ways to clear mental clutter.
Tune in to hear how this quick ritual can help you lead better, think clearer, and feel more in control—even on your busiest days.
Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.
