The Perfect Plan…

We learn more by taking action than by having a perfect plan.

Many of us spend all our time making a plan and get stuck on that part instead of actually doing something. 

You know, the ol’ “get’n ready to get ready” issue…

I think part of that is because we try to add too many moving parts while working on getting referrals. 

We’ve been told that we need a “funnel”, or some fancy schmancy 17 step process for bringing in new referrals / new loans, or we have to rent the GoodYear blimp and put our name up in lights…

I guess there’s nothing wrong with those things, it’s just that you may not be likely to ever actually finish them and end up wasting time and money.

What if you could get the same results, or even BETTER results, by just simple scripting?  The thing about scripting is, once you know what to say and who to say it to, you can get started right away without a bunch of moving parts (and expenses).

Understand that we learn sooooo much more by just going out and doing something, getting the objections, then working on the rebuttals.

So just get into action. 

You have to be ok with not looking perfect. 

Fast action means you will be doing imperfect action. 

But you’ll learn so much more by taking fast action that it will more than make up for the little bit of embarrassment caused by it not being perfect.

Risk looking stupid.

If you want to see some of my best scripts that have been bringing in hundreds of loans per month… month after month after month…

You can get full access on this 1-on-1 zoom meeting < no charge >.

See ya inside.

Purchases and Refis ~ The 70/30 Approach

In this value packed episode of Loan Officer Freedom, Carl White and Steve Kyles enlighten you as to why they feel the 70/30 approach regarding purchases and refis in a loan officer’s production per month is what they refer to as the sweet spot. Follow their proven activities to steer away from complacent thought processes.

 Join Carl and Steve as they share ways to clear the path, gather the tools, and turn your outlook around on hiring someone to increase your production. Don’t let overthinking detour you from learning how to delegate and build a team so you can do things that make you more money and begin to realize that even more is even easier.

 If you’d like us to help you set up a successful plan to grow your mortgage business with strategies that we’ve shared on this episode, set up your complimentary strategy call today by visiting www.LoanOfficerStrategyCall.com

Building a Team to Build Your Business

On this episode of Loan Officer Freedom, the #1 podcast nationwide for loan officers, I’m joined by my friend and Freedom Club member, Landy Garcia.

Landy has built a world class team by learning that being aware of the boiling point during your mortgage business growth, helps you know when it’s time to hire.

He explains that when he started the increase from 5 to 7 loans per month to 10 to 11 loans per month, that’s when he felt the impact of not being able to do it alone. 

Using the Axe of Freedom that Mortgage Marketing Animals has taught him in his coaching journey, he targeted certain areas where he needed help. That’s where the roadmap to success began, giving him more time with his family and to do the things he loves to do. 

To learn more about the Axe of Freedom and building a dream team, connect with us one on one for a free coaching call with our top strategist. Schedule Now <entirely free>  

Are you too busy?

Busy is the poison of growth. Let me say that again, “busy is the poison of growth!”

If you’re “too busy right” now, I’ve got news for you…you need to hire help.

So many in our industry are almost drowning in business right now, which on the surface sounds like a good thing, but the comments and conversations I continue to have with loan officers is that they are just too busy to go out and get even more business.

As the loan originator, it’s your job to do the “loan getting” activities. You focus on bringing in the business. From there, you have a team in place who chase conditions, put out fires, etc. Without you, nothing else comes through the pipeline. So if you’re not sourcing and generating leads right now, what are you focusing on? If you’re “too busy” to source new business right now, what will your pipeline look like 30 days, 60 days, even 90 days from now?

To get off the loan officer roller coaster, that is one month you’ve got all the closings in the world and the next month you’ve got none, you have to have help.

“But Carl, how do I hire someone, and who do I hire to come on to my team? And can I even afford to hire someone right now?”

First things first, you can’t afford NOT to have someone on your team if you’re too busy. The cost of inactivity is always greater than the cost of taking action. The first step is knowing what needs to be done. When you know what needs to be done in your mortgage business, you can assign certain tasks to certain people. After that you can begin to hire the right person (or people) to help you carry out those tasks. In my branch, we use an assessment test called, The DiSC Profile. It helps us understand what someone’s strong suit is. Because we understand that, our branch runs like a well oiled machine because everyone knows what they’re good at and they are operating in their highest and best use.

We have our Loan Partners, Processors, Assistants, and others on our team take the DiSC Profile. Incorporating this assessment into our hiring process has been the catalyst for hiring what we like to call our “A” team!

Just as an FYI, you can take the Disc Profile for free on this site.  The report that it sends you is around 72 pages of great information of your personality and your workers’ personality to help get more production with less “office drama”.

Click here for the Disc Profile