Loan Officer Conversation Formula: How to take advantage of the 78% of loans from Real Estate Agents

In this video, Carl White shares a clever twist on building relationships with real estate agents!

Did you know that a staggering 78% of loans come from referrals, highlighting the need for loan officer marketing to focus on these connections?

Carl introduces the classic “FROG” formula—Family, Recreation, Occupation, Goals—and adds a new twist with the “L” for Lenders.

Discover the powerful question to ask agents: “What are your expectations from the lenders you work with?”

This simple yet effective approach can help you understand what agents truly want, allowing you to tailor your services accordingly.

Don’t miss out on the opportunity to learn from Carl’s experience!

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

State Of The Mortgage Industry

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 announces an important event for the mortgage industry!

Event: State of the Mortgage Industry Address
Date: Coming up on Wednesday
Register Here: stateofthemortgageindustry.com

Carl will be hosting an open Zoom meeting featuring a member of the board of directors of the MBA, who will share shocking statistics and expectations for the mortgage industry in the upcoming months and into next year.

With so much change on the horizon, it’s crucial to adapt and learn from past experiences.

This event is designed for all loan officers, whether you’re in retail or a mortgage broker.

It’s a unique opportunity to gain valuable insights without any sales pitch—just pure information to help you navigate the evolving landscape of the mortgage industry.

Don’t miss out! Register now at stateofthemortgageindustry.com and be part of this essential discussion.

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

The Simple Plan of Tammy Saul… Genius!

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 Kevin Gillespie dive deep into the three essential steps to achieve your dreams, inspired by a powerful message from their friend Tammy Saul.

They discuss the importance of believing in the possibility of success, overcoming fears, and taking consistent action with integrity.

Join them as they explore how the mindset and support of the people around you can significantly impact your journey toward success.

They also touch on the concept of call reluctance and how to push through it to achieve your goals.

Whether you’re in the real estate industry or simply looking to overcome personal barriers, this conversation is packed with insights and practical advice to help you move forward.

If you’re ready to crush your call reluctance and take your business to the next level, visit crushingcallreluctance.com for more information on upcoming boot camps!

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

Secrets to Successful Prospecting for Loan Officers

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 Kevin Gillespie dive deep into the current state of the mortgage industry and explore the recent turnaround in production levels.

They discuss the strategies top producers are using to thrive, including breaking into the builder business, leveraging the NAR settlement, and the importance of effective prospecting.

They also share insights on the impact of dropping interest rates on refinancing and how homeowners are feeling the pinch from rising homeowners association fees.

Additionally, they share success stories from their coaching clients who overcame call reluctance and found success through persistence.

Whether you’re a seasoned loan officer or just starting out, this episode is packed with valuable tips and motivation to help you elevate your business.

For more information on Kevin Gillespie’s coaching programs, visit ProfitDrivenPlan.com.

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

A Different Approach on Setting The Bar

In this video, Carl White encourages listeners to focus on the activities that drive success, rather than the results.

Carl discusses the importance of consistent prospecting and how dedicating just 50 minutes a day to activities like calling your past database or reaching out to referral partners can lead to significant growth in your business.

He also emphasizes the value of taking action without the pressure of immediate results, suggesting that by committing to these activities for 30 days, you can transform your approach and see amazing outcomes.

Tune in now and discover how lowering the bar can lead to amazing results!

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

Loan Officer Freedom