Leadership Academy | Four-Step Process for Building a Profit-Driven Plan

Here’s a look at our Four-Step Process for building a profit-driven plan and attracting top-performing LOs to grow your business.

Here at Mortgage Marketing Animals loan officer training, we offer a highly sought-after coaching level called Leadership Academy, where we have several members that are managers and business owners and have successfully built their teams of quality loan officers. 

Kirk in San Diego has hired over 10 top-performing loan officers in just the last 45 days, without paying any upfront bonuses or ridiculous compensation plans

And how about Josh in Central Texas who has added enough loan officers in the last year to keep their production at almost current levels.

So, what’s the secret to their success? It’s our simple four-step process that has proven to work for dozens of our leaders.

Step one is all about finding the right candidates that fit your culture. We teach you how to identify ideal candidates and get in front of them so they want to talk to you.

Step two is about discovering if they’re a good fit for your team and how to wow them. We show you how to demonstrate why your team is the best choice for your career.

Step three is all about successfully following up with them, building the relationship, and getting them to want to onboard.

And finally, step four is where the money is – we teach you how to successfully follow up and get them to join your team.

If you want to learn more about how to recruit and build your business, along with other leadership strategies that we teach, then reach out to us today. 

Remember, the only limit to your success is the one you set for yourself. Schedule your call today and let’s create a Profit Driven Plan for your business. 

AI in Lending: Pure Hype or Holy Grail?

Hey there, fellow Loan Slinger,

You’ve seen the noise around this AI thing, right? It’s like a new superhero movie – everywhere. Got me wondering….

“Can this robot stuff really help me seal more loan deals?”

So, I rang up my secret “Nerd Herder” and had a good ol’ chat about it. Felt like I was in a sci-fi movie. So I hit the record button and turned it into a podcast episode.

You can hear it all in this Podcast Episode.

Intriguingly, I’m involved in a beta test group that he’s running, and it’s like being backstage at a magic show. It could be worth a look-see for you too.

Check Out the Artificial Intelligence Insider Information here.

Get the lowdown while you’re sippin’ on your Saturday morning joe.

(No sign-up required, the podcast is right there on the page.)

As always, I’ve got your back and we’re in this together.

Seizing Our Moment Against Online Lending Giants

These may be challenging times, but I firmly believe we’re on the cusp of a golden opportunity to triumph over the online lending behemoths.

Let’s be real: we’re not going to outpace Rocket Mortgage in the tech race. Their budget for technology far outstrips ours, and that’s putting it mildly.

But here’s the kicker: we have the power to outshine them in two crucial areas.

1.  Cultivating strong relationships with our referral partners
(67% of all purchase loans close with the loan officer recommended by their real estate agent).

2.  Connecting personally with our past clients
(hint: this means picking up the phone, not relying on impersonal “drip campaigns”).

As a matter of fact, 27% of all loans close with loan officers referred by friends, family, or coworkers. Be THAT loan officer!

You see, most of our loans from “our past database” isn’t their loans, it’s their friends, family, and co-workers loans.

By focusing our marketing efforts on referral partners and our existing client base, we’ll tap into the majority of loan opportunities, leaving the online giants to chase after the leftovers.

So, instead of striving to out-tech them, let’s concentrate on out-personalizing them.

Remember, slapping lipstick on a robot doesn’t make it human. Similarly, an automated drip campaign pretending to be personal will only look ridiculous to the recipients.

The secret to authenticity? Simply being authentic.

To achieve this, all it takes is a phone call <gasp>.

Every closing puts thousands of dollars in our pockets—a fantastic achievement by any measure.

Let’s dominate the market like never before by harnessing the ultimate business tool: the telephone.

Our Finest Hour Awaits!

Carl “I got your back” White

P.S.: When you’re ready for a call to learn the exact scripts I use in my branch for engaging real estate agents and past clients, click on this link. I’ll provide you with 60 minutes of valuable script sharing and role-playing—completely free!

P.P.S.: Teamwork makes the dream work! If you have a question or need assistance, don’t hesitate to reach out to your fellow loan officers or me.

We’re a family here, and our bond is unbreakable. Let’s keep that spirit alive and continue delivering exceptional service to our clients!

If you have any thoughts or suggestions, my door is always open. I’m all ears!

Remember: action is the first sign of true desire. If we genuinely “want it,” we need to take action. So, let’s take action (if you really want it)!

Kind of a weird tip, but helpful

 

This may seem a bit “out of left field”, but this can kind of be a big deal. Here’s a little nugget of wisdom about something we all struggle with: accepting compliments.

You know, those kind words that have the power to brighten our day, but we often brush them off or feel awkward about them. Well, no more!

I’m going to share some quick tips on how to accept compliments graciously, so you can enjoy that warm, fuzzy feeling without any awkwardness.

Recognize the value of a compliment:

When someone pays you a compliment, they’re taking a moment out of their day to acknowledge something great about you. That’s pretty special, right? So, let’s start by appreciating the value of a compliment.

Say “thank you”:

This one might seem obvious, but you’d be surprised how many people forget this simple courtesy. When someone pays you a compliment, just say “thank you.” It’s polite, it’s simple, and it shows that you appreciate their kind words.

Resist the urge to downplay it:

When we receive a compliment, our natural instinct might be to downplay it.  But when you do that, you’re essentially rejecting the compliment and making the other person feel like their opinion doesn’t matter.

Instead, take a deep breath and let the kind words sink in.

Don’t immediately return the compliment:

Sometimes, we feel like we need to “balance the scales” and give a compliment back immediately. But doing so can come across as insincere or obligatory.

It’s okay to accept a compliment without returning one.

When the opportunity arises to genuinely compliment the other person, go for it. But, don’t force it just because you feel like you owe them one.

Embrace the compliment as a gift:

Think of compliments as little gifts that people give you.

By accepting them graciously, you’re allowing yourself to enjoy the good feelings that come with them. Plus, you’re showing the giver that their words have made a positive impact on you. That’s a win-win!

Practice, practice, practice:

Just like any other skill, graciously accepting compliments takes practice. The more you do it, the more natural it will feel. So, the next time someone says something nice about you, remember to take it to heart and give them a genuine “thank you.”

Remember, compliments are gifts. So, let’s start treating them as such and accept them with the grace and gratitude they deserve.

Keep shining, my friend! And thanks so much for allowing me to be a part of your day.

Let’s chat… 

The Power of Professional Guidance: Top Reasons Loan Officers Need Mortgage Coaching to Thrive

As a loan officer, you face a number of challenges in your business that can make it difficult to achieve the level of success you desire. From generating leads and building relationships with realtors, to time management and marketing, the list of things to do can seem overwhelming. But there is a solution that can help you overcome these obstacles and achieve your goals: mortgage coaching.

Mortgage coaching is a powerful tool that can help you develop the skills and strategies you need to succeed in your business. Whether you’re struggling with lead generation, time management, or any other aspect of your business, a mortgage coach can provide you with the guidance and support you need to overcome these challenges and achieve your goals.

One of the biggest challenges that loan officers face is generating leads for realtor referrals. Without a steady stream of referrals, it can be difficult to build a successful business. A mortgage coach can help you develop effective strategies for generating leads and building relationships with realtors, so that you can increase your referral business and grow your business over time.

Another common struggle for loan officers is time management. With so many tasks to juggle, it can be difficult to stay organized and stay on top of everything. A mortgage coach can help you create a time blocking system that works for you, so that you can better structure your activities and make the most of your time.

Building the right team with the right people is another challenge that many loan officers face. A mortgage coach can help you identify the right people to work with and develop effective strategies for building a strong, cohesive team that can help you achieve your goals.

Learning the best daily practices to bring in referrals and how to market to your past database can also be a challenge for loan officers. A mortgage coach can help you develop effective marketing strategies that will help you attract new business and keep your past clients engaged and interested in working with you again in the future.

Scripting to use when reaching out for meetings with real estate agents and building lasting relationships with realtors can also be challenging. A mortgage coach can help you develop effective scripts and communication strategies that will help you build strong relationships with realtors and increase your referral business over time.

Being part of a supportive community of like-minded loan officers is another key benefit of mortgage coaching. A mortgage coach can help you connect with other loan officers who are facing similar challenges and provide you with the support and accountability you need to stay on track and achieve your goals.

Finally, having structured processes for a smooth and flawless transaction is critical to the success of any loan officer. A mortgage coach can help you develop effective processes and systems that will help you streamline your business and ensure that every transaction is a success.

If you’re a loan officer looking to succeed in your business, Mortgage Marketing Animals and The Freedom Club mortgage coaching can be an incredibly valuable tool. With the guidance and support of a mortgage coach, you can overcome the challenges you face and achieve your goals. 
So if you’re ready to take your business to the place you’ve always dreamed it to be, consider investing in mortgage coaching today! Schedule your complimentary 60-minute coaching session here.