Tag: mortgage industry

Here’s the 1 page business thingy that I promised. 
 
Just tell me where to send it and I’ll email and text it to you (to make sure you get it). 
 
(I tried attaching it to this email, but Gmail wouldn’t let me do that to a large subscription group.) 
 
1. I’ll give you the 1-page plan to download right now (no charge), and then  
 
2. I’ll send you a quick video where I’ll walk you through it, and finally,  
 
3. We’ll review it with you personally if there are still openings on the calendar.

I thought it would be a good idea to get an unfair advantage head start before the other 97% of LOs wake up on Jan 4^th and think it’s a good idea to point the car in the right direction… 

Giving you the unfair advantage 😉 

Get 1 Page Business Plan For 2025 Here 

I was on a Zoom meeting on Thursday, and they were already talking about goal setting for 2025. 
 
Holy crap, I can’t believe it’s approaching that time of year again… everyone’s gearing up to set those big “goals” for next year.  
 
Here’s the reality: most people set these same goals every January, just like they did the year before…and the year before that.  
 
And guess what?  
 
They’re no further ahead today than when they first started this whole “goal-setting ritual.” 
 

For the past 25 years, I do things differently.  
 
I’m not about “wishful thinking” or lofty goals.  No ma’am, no sir! 
 
Instead, I map out real plans with concrete steps and deadlines that get you results. 
 

Let me share a story. 
 
Brian Fenlon struggled with his schedule and commitment. After a Plan Map Out, he went from 5 deals a month to 15 in just 8 weeks, including new realtor referrals. 
 

How did we help him, we tossed out the “goals” and crafted a step-by-step plan with specific daily actions and hard deadlines.  
 
After just 2 months of sticking to this plan, he surpassed his original “goals” and hit that 15-loan mark.  
 
It wasn’t magic—it was a real plan in action. 
 

So here’s my question to you: are you ready to break the cycle?  
 
Instead of setting another “goal” for the new year, let’s put a plan in place that will move the needle. 
 

Go Here and we’ll help you build your action-based plan with deadlines.  
 
No more New Year’s “goals” that never quite happen—this time, it’s different. 
 

Looking forward to seeing you make big moves, 
 
Don’t wait until January to start; book your call now, and let’s start planning your success today.  I’ll catch up with you when you go here.

A few years back, I found myself in my Ford F-150 pickup truck, sitting in the parking lot with my head in my hands thinking that this loan officer work was just too darn hard… 
 
Leads were a little hard to come by, appraisals were slow, and I was having to make some difficult “your deal is going sideways” phone calls… 
 
As I was having my own little pity party, I heard an inner voice tell me to look up. 
 
When I did, I had a life-changing moment.  Let me explain further. 
 
When I looked up, on top of the building next to me, there were 3 men and 1 lady on top of the roof.  And this roof wasn’t like most roofs, it was a flat roof. 
 
Well, from time to time with a flat roof, you have to “Tar Mop” it. 
 
That’s where you get buckets of super hot tar (so it’s spreadable) and literally get kitchen mops, and spread the hot tar on the roof.  
 
I did that one summer when I was in high school and I can tell you it was the hardest job I’ve ever done.  The tar was super hot, it splattered on my arms causing instant burn blisters, the fumes from the hot tar were almost as bad as the mosquito bites and the sunburn from the hot Florida sun.  
 
As I looked up from my air conditioned seat in my truck that day and saw those 4 people working very, very hard in the most miserable conditions, I heard “that voice” again… 
 
“Carl, you want to know what hard work is, those 4 workers on that roof are experiencing hard work.”  It’s hot, spreading the tar is like spreading molasses, just backbreaking work… 
 
… oh, and by the way, it pays around $14 an hour at best. 
 
I then heard that voice one more time… 
 
“Carl, I’m asking you to do 3 simple things to make more money than you could have ever dreamed of…” 
 
“I’m asking you to Talk, Type, and Think… Which you can do while sitting in an air-conditioned room, in a very comfortable chair… no fumes, no mosquitos, no sunburn… all while making more in 1 month than the roofers will make in an entire year.” 
 
Talk, Type on a computer, and Think.   Resulting in helping a lot of people, making lots and lots of money, and no tar fumes. 

… and here’s the other thing, we don’t even have to think too much because we can just copy the already super successful, well, as long as that’s who we’re hanging with instead of the doomsayers.  
 
Once that was crystal clear in my head, I felt a wave of relief and gratitude wash over me like a warm blanket on a cold night. 
 
So here’s the thing, we are not in “hard times” right now, we simply have to talk (saying the right things to the right people), type (communicate and follow up with those people), and think (again, this is minimized by hanging out with the winners). 
 
Now, those that don’t do those things, those that try to do business the same way they did it last year, well, it could be a very very hard season for them coming up.  Don’t be one of them.  

We have to be adaptable and work the “Epic Success Plan” while talking, typing, and thinking.  It’s really just that simple and doesn’t involve buying a bunch of widgets.  
 
The Epic Success Plan is exactly what we are mapping out on our coaching calls with our high-level and high production (while low-stress) loan officers.  It’s absolutely amazing what can be covered, and the results some of the LOs get on even just 1 of these 1 on 1 calls. 
 
If you want a free sample of what even just 1 of those calls can do for you, I’ll give you one.  <no credit card, no “trail”, and no strings attached>  We’ll help you with what to say, who to say it to, how to communicate with them, and what the top producers are thinking… you know, their Epic Success Plan. 
 
Free Sample 1 on 1 Coaching Call 
 
Just go here and we’ll help you with the right activities, the right conversations, and with the right people… right now ☺.   Why, because that’s the way we roll around here.

First of all, thanks so much for the well wishes.  Yepper, the “not so secret, secret headquarters” of my office is located in the epicenter of Milton’s landfall. 

Everybody is ok, just a LOT of future firewood and no power, but it’s all good.

With the no power, I was catching up on some reading and came across this article that Kevin Broughton sent me last week.

WOW!

Such a spot-on, yet simplistic analysis of the 3 things that the top loan originators have.

Here’s a copy of the article <no opt-in needed>, the link goes directly to the PDF to read.

Let me know what you think.

A while ago I received a course on “How To Get A Zero Inbox of Emails”. 
 
After spending about 12 or so hours reading the course and then implementing it, I came to a shocking conclusion: 
 
Zero Inbox Is Not A Prize!! 
 
After doing everything it said, which took a good part of a day, I found that I had ZERO more deals; Zero more income; and really accomplished absolutely nothing that is measurable. 
 

There is no magical check or money order that pops into your inbox when you get that “zero inbox” notification… 

I also shockingly discovered that just more emails pop in 3 minutes later. 
 
I remember that early in my career, feeling overwhelmed with all the emails, that I actually did an “email bankruptcy” and just deleted all the inbox, and never saw a difference… 
 
I discovered that when I really wanted to see a difference in my productivity, when I really wanted to increase the purchase deals in my pipeline, that I had to do actual “Loan Getting Activity”. 
 
I spent the next 30 days in “lockdown mode” and mapped out, then implemented a simple 4-step plan to bring in more purchase loans… 

… and not just a few more loans, but A LOT OF PURCHASE LOANS. 

I did this by doing an intensive study of my last 50 purchase deals that came in. 

I asked myself this simple question: 
 
“What specific activities brought in the last 50 purchase deals?” 
 
and “What do I need to do to do more of that / those things?” 
 
I was actually shocked to see how simple this was going to be. 
 
I found it was 4 basic activities: 

1. Talk to more agents that were currently closing 8 or more buyer sides in the last 12 months. 
 
2. Ask for more referrals from the agents and buyers that I was currently working with in current deals in my pipeline. 

3. Contact my past database using 3 methods (phone calls <gasp>, monthly mailers, and emails (the emails were the least effective even though I could automate them) 

4. Call my pre-approved buyers once a week, encouraging them (by having them mentally visualize why they were buying a new home in the first place), and then using a very simple and cool script, ask them for referrals of their friends, family, and co-workers who were looking to buy, sell, or refinance. 
 
That’s it.  Just sooooo simple. 

That’s how I drastically increased my purchase deals in a very very short period of time, and that’s how my team still does it today to have one of the most successful teams in the nation, all while I am working a 32-hour work week with frequent vacations. 
 
If you are going to work, if you are going to put effort into something, let’s make sure it has actual measurable results (more closed loans). 
 
I know that doesn’t sound sexy, I know it all happens without having to “build a funnel, I know it all happens without me paying for a bunch of Zillow leads or using some fancy schmancy widget of some sort. 
 
It’s just following a simple 4 step process that I now call the Daily Success Plan. 
 
It is just that simple. 
 
That’s exactly why I now help thousands of loan officers across the nation. 
 
Just to show you how simple it is, I’ll give you a completely free and LIVE 1 hour 1 on 1 Zoom call, just like the ones that these high-producing loan officers and branch managers get on our private one-on-one calls, and walk you through it step by step. 
 
Go Here to schedule your free and private 1 on 1 sample coaching call and we’ll map out in detail, along with scripts we use on our Daily Success Plan.  I’m convinced this will be a very very good use of your time. 
 
See you on the inside (and don’t waste time getting to “zero inbox”)…