What CRM Should I Use?

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 Chris Johnstone discuss the importance of choosing the right CRM for loan officers.

They delve into the benefits of using a CRM, the features of their own CRM, and how it can revolutionize your mortgage business.

They also share their insights on database marketing, the effectiveness of past database campaigns, and the impact of AI technology on streamlining communication with clients.

Additionally, they provide a step-by-step guide on how to get started with their CRM, emphasizing the 30-day money-back guarantee for users.

Tune in to learn how implementing a CRM can significantly boost your loan production and streamline your marketing efforts.

Don’t miss out on this valuable discussion on Loan Officer Freedom!

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

Trigger Leads Update

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 Owen Lee discuss the latest updates on Triggerlead legislation.

They delve into the intricacies of trigger leads, the problems associated with them, and the proposed solutions.

Owen provides insights on the progress of the bill and its potential impact on loan officers.

Join us as we uncover the details of the Homebuyers Privacy Protection Act and how it aims to revolutionize the industry.

Tune in to learn more about this crucial legislation and its implications for loan officers everywhere.

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

Maximizing Your Prospecting Time: Should You Target CPAs?

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 discusses the age-old question: Should loan officers spend part of their prospecting time looking for CPAs?

As tax season approaches, the debate between focusing on real estate agents versus CPAs becomes more relevant.

Carl shares his insights on the pros and cons of working with CPAs, emphasizing the importance of prioritizing prospecting efforts to maximize results.

Tune in to learn why focusing on the right referral sources can significantly impact your loan business’s success.

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

Just Go Get More

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 shares the greatest business advice he ever received that transformed his business “Just go get more”.

Carl emphasizes the importance of focusing on getting more referral partners, leads, and closings to achieve success with less stress.

Stay tuned to learn how you can apply this advice to your own business and start seeing remarkable results.

Tune in to hear how a simple principle of “just go get more” changed his mindset and led to a significant increase in income.

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

How This Broker Books 15 to 20 Appointments Per Week as a One-Man Show

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 Jason Scott, a successful mortgage broker with 17 years of experience.

Jason shares his insights on how he manages to schedule 15 to 20 appointments per week by utilizing a proactive approach with his database.

Through outsourcing and leveraging technology, Jason has been able to consistently close deals and maintain a strong pipeline.

Tune in to learn more about Jason’s strategies for success in the mortgage industry.

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