Mortgage Coaching

Business as Usual While the Wheels Are Turning

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Ever wonder how to run a business from the mountaintop? Or even while you’re literally on your way to the mountain top? Well, then, you are in for a treat. On this episode of Loan Officer Freedom, the #1 podcast nationwide for loan officers who are looking for more guidance and mortgage coaching to be successful, I’m joined by a top leader of the Freedom Club, Roger McGuire. 

Roger and his family travel with their 5th wheel to places near and far across the beautiful country, all while keeping his business running smoothly. Want to know how? Funny you should ask…

We talk about how he has built the foundation of genuine relationships to be able to continue the referral partner communications and active business. He credits his phenomenal team for the processes and focus they have mastered for their mortgage transactions.  

Tune in to hear how cool it is to be able to live the way he is living and. most importantly, how you can get on the road to freedom! 

Act of coolness > free of charge coaching call > schedule here 

How-to Get Loans from Open Houses

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Join myself and Steve Kyles as we clearly lay out the action plan for how to get loans from open houses, even when the top producers are not sitting it. 

Tune in to this impactful episode of Loan Officer Freedom, the #1 podcast for loan officers in the world. I’m sharing the simple and secret strategy that I came up with back when I started in the mortgage industry.    

Learn how to use signup sheets and provide them to agents you’re working with. Don’t think it works? Think people won’t give their info? That’s why you need to tune in here where Steve and I give you the ins and out of how it works and why it works. 

Ready to learn more scripts that work? Connect with us one on one here.

What Would You Ask a Top Producer?

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On this episode of Loan Officer Freedom, the #1 podcast nationwide for loan officers, I’m joined by my business partner, Steve Kyles, at the secret headquarters of The Mortgage Marketing Animals.

In continuing the conversation from the last time we recorded together, we are answering the questions that loan officers have for top producers. 

What would you ask a top producer? In this episode, we will answer as to what one decision we feel in our own mortgage journeys pushed us over the edge from average to top producing.

Tune in to hear Steve and I share what we feel was the turning point in our careers and what that one important decision was.

Learn more about how to make better decisions to further your loan officer career and become a top producer. Schedule a complimentary call today.

Leading With Purpose

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Listen in to this episode of Loan Officer Freedom, the number one podcast nationwide for loan officers, to hear my good friend & special guest, Kevin Gillespie, share the main ingredients to being a successful leader in the mortgage industry. 

They say if you do what the pros do, you’ll end up like the pros. So, why not find out what the pros do?

Kevin has been leading the Branch Manager Academy for Freedom Club and through Mortgage Marketing Animals, for over three years. His best practices for how to lead your team with efficiency and processes have led several members of the group to cross the billion-dollar mark in their branches. 

Listen in as Kevin and I go over what the Branch Manager Academy teaches and how this could be used in your mortgage business. 

Get more tips for leading your team using the best practices by hopping on a one-on-one call with one of our coaches. Schedule Here.

Are you too busy?

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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