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 Owen Lee dive deep into the current state of the mortgage market, discussing interest rates, market stability, and what to expect as we head into 2025. Owen shares his expert analysis on the impact of recent elections on interest rates and offers valuable strategies for loan officers to prepare for the upcoming year. With the holiday season upon us, he emphasizes the importance of setting clear goals and taking proactive steps to prospect effectively during this quieter time in the industry. Learn how to reverse engineer your financial goals and discover actionable tips to secure leads and grow your business. Whether you're a seasoned loan officer or just starting out, this episode is packed with practical advice to help you excel in the coming year. Visit getmoreloans.com to learn how to get those extra leads you need to boost your success! Connect with Owen Lee on LinkedIn for more insights! Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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 Kristin Simpson discuss the four essential things you should measure to up your game and achieve more closings. Key Takeaways: Why keeping score is crucial for your business growth. The four metrics that matter: Leads Received, Loans Closed, Hours Worked, and Money Saved. How to identify bottlenecks in your process and improve efficiency. The significance of focusing on controllable factors in a fluctuating market. Whether you're a seasoned loan officer or just starting out, this episode provides valuable insights on how to manage your activities effectively and make informed decisions that lead to greater profitability. Don't forget to visit getmoreloans.com for more resources and to connect with Kristin for personalized guidance! Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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 Steve Kyles share a heartwarming story about a grandfather who helped his granddaughter create a list of qualities to look for in a partner. This list not only guided her through her dating life but also empowered her to make informed decisions about love and relationships. Carl and Steve discuss the importance of focusing on positive attributes and how this practice can shape our intentions and choices. Whether you're a parent, grandparent, or mentor, this episode offers valuable insights on guiding the younger generation in their journey to find meaningful connections. We encourage you to sit down with your children, grandchildren, or any young person in your life to create a list of their own. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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 sits down with the dynamic husband-and-wife duo, Jing and Hamilton, who have achieved remarkable success in the mortgage industry. Based in Long Island, they recently closed 18 loans totaling $10 million in just one month! Join us as they dive into their journey, exploring how they built their business, the roles they play within their team, and the strategies they use to foster relationships with real estate agents. Hamilton shares his unique approach to business development, while Jing discusses the importance of systems and operations in scaling their success. Key Topics: Achieving 18 loans in a month The roles of Jing and Hamilton in their team Building relationships with real estate agents The importance of consistency in follow-ups Giving back to the community Whether you're a seasoned loan officer or just starting out, this episode is packed with valuable insights and inspiration to help you elevate your own business. Visit CarlWhiteAlliance.com to learn more about how we can work together to elevate your mortgage business. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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 sits down with Nathan Carver, a successful loan officer who has experienced remarkable growth in his business over the past year. Nathan shares his journey of personal and professional development, including his commitment to donate $15,000 to a nonprofit organization that is close to his heart. Discover how Nathan's strong "why" has fueled his motivation to close loans consistently and how he has successfully expanded his business across two states—Texas and Florida. He discusses the importance of building relationships with real estate agents, leveraging technology for efficiency, and the power of consistency in achieving success. Key topics covered in this episode: Nathan's commitment to charitable giving and its impact on his business Strategies for building a referral network in multiple states The importance of follow-up and communication in the loan process How Nathan utilizes the "octopus marketing method" to generate leads Insights into his daily success plan and the significance of consistency Join them for an inspiring conversation that highlights the power of purpose-driven work and the strategies that can lead to exponential growth in the mortgage industry. For more information about Nathan Carver, visit natecarver.com. If you're interested in learning more about the Daily Success Plan and how to achieve epic growth like Nathan, visit CarlWhiteAlliance.com. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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 chats with Kambi Heywood, a seasoned loan officer from Cranbrook, BC, Canada. With 27 years of experience in the industry, Kambi shares her journey of transformation, going from closing 2-4 loans a month to an impressive 9-10, and her ambitious goal of reaching 15 deals per month. In this episode, Cambie discusses: Her passion for snowboarding and how it connects her with her family. The importance of gratitude in her daily routine and how it shapes her mindset. The role of agency in her success and how it empowers her to positively impact those around her. The significance of the "Axe of Freedom" and how it has helped her streamline her business activities. Tips for conducting meaningful annual mortgage reviews and fostering client relationships. Her vision for giving back to the mortgage community and supporting her team. Cambie's story is a testament to the power of gratitude, teamwork, and continuous learning. Whether you're a seasoned loan officer or just starting out, her insights will inspire you to elevate your business and make a positive impact in your community. Join us on this journey and see what amazing things 2025 can hold for you. Visit loanofficerbusinessplan.com now! Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrate

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 Owen Lee discuss the fluctuations in stock market futures, the rise of Bitcoin, and what it all means for mortgage rates in the coming months. They explore the concept of the "red wave trade" and how consumer confidence plays a crucial role in the housing market. Owen shares his insights on how the election results are influencing the bond market and interest rates. As they analyze the emotional aspects of home buying, Carl and Owen emphasize the importance of staying proactive in marketing and prospecting, regardless of political outcomes.  Tune in now and get ready to make the most of the upcoming market opportunities! Don't miss out on Owen's expert market updates—connect with him on LinkedIn at Owen Lee. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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 his partner Chris Johnstone dive deep into the world of appointment setting with Jennifer Woodland, a key player in our concierge program. They explore the most effective ways for loan officers to maximize their time and increase their closings through strategic realtor referrals. Jenn shares insights on how her team reaches out to past clients, pre-approved buyers, and qualified real estate agents to set appointments that lead to more business. Key topics include: The importance of realtor referrals and how to secure them The process of setting appointments with past clients and agents Tips for maintaining energy and motivation while making calls The role of technology and automation in appointment setting Discover the surprising statistics on closing ratios for social media leads versus realtor referrals, and learn why building relationships with real estate agents is the best use of a loan officer's time. Visit LOAppointments.com to learn more about how our concierge program can help you achieve your goals!

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 Broughton dive deep into the essential ingredients for success in the mortgage business. Just like a great soup needs the right ingredients, your mortgage business requires key elements to thrive, especially as we approach 2025. Join us as they discuss: The importance of building a strong team and overcoming the mindset of "doing it all yourself." How internal resources, like a deal desk and underwriter advocates, can streamline your processes and save you time. The critical role of technology in enhancing your business and staying competitive in a rapidly changing market. The significance of effective training and ensuring it aligns with your goals. The value of a supportive culture that prioritizes collaboration and mutual success. Whether you're a seasoned loan officer or just starting out, this episode is packed with insights that can help you identify what you might be missing in your business. Don't forget to share your thoughts and feedback with us at loanofficerfreedom.com!

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 dives into an innovative concept called the "Truth Score," created by our guest, Kevin Broughton. This unique self-assessment tool is designed to help loan officers and sales professionals evaluate their daily performance based on five key components: Tenacity, Ritual, Unwavering Commitment, Tracking, and Art. Kevin shares how he grades himself each day and the importance of being honest in this process. He emphasizes the need for a daily ritual and unwavering commitment to achieve success in the mortgage industry. Additionally, he discusses the significance of tracking leads and maintaining a positive attitude in the workplace. Want to implement the Truth Score in your own life? Kevin has created a handy Excel spreadsheet to help you track your scores! Visit KevinTruthScore.com to get your copy and start your journey toward greater accountability and success. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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 Jami discuss the staggering differences in closing ratios between social media leads and realtor referrals, emphasizing the need for effective prospecting strategies. Discover the three essential groups of real estate agents that every loan officer should focus on: pre-coffee, post-coffee, and the coveted Focus 40. Learn how to prioritize your calls, maximize your follow-ups, and leverage existing relationships to generate more referrals. Want more loans? Visit wantmoreloans.com to set up your free coaching call! Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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 dive deep into the common traits of top producers in the mortgage industry with Kevin Broughton. Join us as we explore the three essential components for success: Product Knowledge: Understanding the ins and outs of mortgage products is crucial, but how do you balance learning with prospecting? Focus and Daily Success Plans: Discover the importance of having a structured daily plan and how to eliminate distractions to maximize productivity. Mindset of a Champion: Learn how to cultivate a winning mindset, overcome self-limiting beliefs, and embrace accountability to achieve your goals. Kevin shares his insights from over a thousand one-on-one conversations with loan officers, emphasizing that success is engineered, not just a matter of luck. They also discuss the significance of surrounding yourself with the right people and the power of community in driving success. Don't forget to check out the Loan Officer Breakfast Club for more resources and support in your journey! Learn how to close an extra five loans a month at GetMoreLoans.com Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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 Owen Lee share insights on the best practices for loan officers and borrowers alike. Owen discusses the common concerns borrowers have about interest rates and how to navigate these conversations effectively. He emphasizes the importance of locking in rates to avoid potential pitfalls and negative experiences at the closing table. With real-world examples and a touch of humor, Owen explains why taking the sure thing can lead to better outcomes for both loan officers and their clients. Don't miss out on this informative discussion! For more insights from Owen, join us every Thursday morning at the Loan Officer Breakfast Club, where he provides updates on the market and shares valuable tips for success. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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 and his longtime friend Chris Johnstone discuss the importance of building a strong team for loan officers aiming to enhance their mortgage marketing efforts. They emphasize the value of loan officer training programs and how identifying individual strengths and weaknesses can lead to a more effective team structure. They also share insights on how to scale a mortgage business, particularly for those looking to close around 10 loans a month. Additionally, they highlight the necessity of hiring trained assistants to handle tasks such as contract-to-close processes, allowing loan officers to focus on loan officer marketing and client relationships. Don't miss out on the actionable advice that can lead to greater success in your mortgage career! If you're looking to tighten up your team structure or need assistance in closing more loans, visit getmoreloans.com to schedule a consultation. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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 Owen Lee dive deep into the current state of the mortgage industry, discussing both the challenges and the exciting opportunities that lie ahead. With Owen set to become the Vice Chair of the National Mortgage Bankers Association, he shares insights from his extensive experience in the field. Join us as they explore: The evolving landscape of refinance opportunities and how to capitalize on them. The impact of technology and predictive analytics on mortgage servicing and retention rates. Strategies for loan officers to stay competitive in a market where servicers are aggressively pursuing their own clients. The importance of maintaining relationships with past clients and leveraging technology to enhance communication. Don't miss out on the chance to learn how to bring your A-game and thrive in the mortgage business! Visit LoanOfficerBreakfastClub.com to join our community and get the latest updates! Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.co

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 dives into a common misconception among loan officers regarding their closing ratios. Many proudly claim that 90% of their closings are purchase deals, but Carl explains why this mindset could be costing them thousands of dollars each month. He shares insights on the ideal ratio of 70% purchase to 30% refinance, emphasizing the importance of maintaining a balanced approach to ensure stability in any market condition. He also discusses the moral obligation loan officers have to inform their past clients about refinancing opportunities and how to effectively reach out to them. If you want to learn more and get access to the phone script mentioned in the episode, visit getmoreloans.com. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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 shares a recent experience with a loan officer from his exclusive group, The Alliance, who faced challenges with an ineffective appointment setter. Discover the key metrics that define success in setting appointments with referral partners and learn why it's essential to address underperformance swiftly. Carl emphasizes the concept of "cost of lost opportunity" and how conflict avoidance can lead to costly decisions in your business. He provides actionable insights on how to identify substandard performance and the importance of maintaining high standards within your team. Don't miss out on this enlightening discussion that could save you time and money!   Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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 Chris Johnstone discuss the incredible success stories from their recent meeting with the Freedom Club, where top producers shared their experiences using power dialers to significantly increase their call volume and close rates. Discover the top reasons why power dialers are essential for mortgage professionals, including: Increased Call Volume: Learn how power dialers can triple your call output compared to manual dialing. Organization: Find out how having a centralized database can eliminate anxiety and overwhelm, making it easier to connect with clients. Qualified Leads: Understand the importance of having access to a list of qualified agents and how it can lead to higher conversion rates. Whether you're a seasoned professional or just starting in the industry, this episode is packed with valuable insights and practical tips to help you maximize your calling efforts. Don't miss out on the opportunity to elevate your business! For more information and to see the power dialer in action, visit loanofficerCRM.ai. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com

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 dives deep into the world of mortgage marketing with Devin Dubuque from the Dubuque Team, powered by Click & Close Mortgage. Join them as they explore the fascinating journey of how Devin and his team adapted to the challenges of the mortgage industry, especially during the tumultuous times of 2007-2008. Discover how Devin's former colleagues transitioned to successful ventures in debt settlement and health insurance, and learn why he believes that successful loan officers are essentially marketers at heart. They also discuss Devin's innovative approach to addressing the recent NAR settlement by creating valuable resources for real estate agents and consumers. From FAQs to sample contracts, Devin shares how he utilized AI tools like ChatGPT to develop these materials quickly and effectively. Don't forget to check out Devin's resource page at TheDubucTeam.com for more information and tools to help navigate the NAR settlement! Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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 sits down with Kelly Lewis, a new loan officer from Houston, Texas, who shares her journey in the mortgage industry. With 24 years of experience, Kelly has transitioned from processing and compliance to pursuing a career as a loan officer. Join us as they discuss the challenges Kelly faces in building her business, including the fine line between being persistent and feeling like she's begging for business. Carl provides valuable insights on how to effectively follow up with real estate agents and the importance of being consistent in outreach. Whether you're a seasoned loan officer or just starting out, this episode offers valuable insights to help you thrive in the competitive mortgage market. Visit MMAdemo.com for more resources and to schedule a call with our team. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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 Maria White dive into the crucial topic of where top originators get their leads. Join us as they discuss the surprising statistics behind lead generation, revealing that a staggering 78% of successful loan officers rely on referral partners, primarily real estate agents, while only 0.2% comes from consumer direct leads. Mrs. White shares her insights on the importance of focusing on high-converting leads and the pitfalls of chasing low-conversion opportunities. They also reflect on the differences in lead conversion rates and why it's essential to prioritize building relationships with referral partners and leveraging your past database. Don't forget to visit mmademo.com for free resources on converting more referral partners! Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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.

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.

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.

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 dives deep into the life of Frank Garay, a former Navy submariner who served from 1980 to 1986. In this candid conversation, Frank shares his unique experiences aboard submarines, including the challenges of claustrophobia, the camaraderie among crew members, and the fascinating details of life underwater. Frank also recounts his adventures at the North Pole, the thrill of tracking Russian submarines during the Cold War, and the emotional impact of returning to the surface after months underwater. Don't miss out on this fascinating journey into the depths of the ocean and the bonds formed in the Navy! Visit LoanOfficerBreakfastClub.com for daily discussions and tips from Frank and other loan officers. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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 Broughton reflect on the lessons learned from their careers. From the importance of focusing on what you can control to the value of consistency and financial planning, they share personal experiences and wisdom gained over the years. Discover how they overcame challenges, embraced imperfection, and achieved success in the mortgage industry. Plus, learn about their partnership and how they help loan officers close more loans. Don't miss out on this engaging conversation filled with valuable insights and practical advice. To learn more about their strategies and services, visit TalkingToLauren.com to schedule a consultation with Carl and Kevin. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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 Steve Kyles dive deep into the topic of fear and how it can hold us back from seizing great opportunities. They discuss the power of writing down your fears, identifying worst-case scenarios, and realizing that there are no "bears" in loans. Steve shares a powerful exercise called "Reboot Your Brain" with eight different exercises to help overcome fear and take action. They also highlight the success stories of individuals who have transformed their loan officer careers by conquering their fears and taking control of their destinies. Join Carl and Steve on this enlightening journey to understand and conquer fear in the loan officer industry. Visit LoanOfficerSuccess.com to learn more and sign up for the next boot camp.  Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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 Steve Kyles emphasize the importance of perspective, choice, and community when facing negativity. They highlight the significance of not engaging with haters on social media and blocking out negative noise to maintain focus on growth and success. They also provide valuable insights for loan officers, mortgage professionals, and those seeking mortgage coaching and training programs. Don't forget to visit wantmoreloans.com for a free consultation on boosting your leads and growing your business. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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 interviews Chris Haynes, a seven-figure income loan officer, to discuss valuable advice for loan officers. The conversation covers essential topics such as making daily calls, building a strong database, and mastering loan processes. Chris emphasizes the importance of prospecting, working with referral partners, and maintaining relationships with real estate agents to generate leads and close more loans. They also touch on the significance of effective mortgage marketing strategies, including utilizing social media wisely and focusing on high-quality referral partners. To connect with Chris Haynes and learn more about his successful strategies, you can reach out to him via email at  [email protected] or by phone at 615-945-3994. Remember to text him first to ensure a prompt response. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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 Broughton discuss valuable insights and lessons learned from their experience in building successful branches in the mortgage industry. They emphasize the importance of proper staffing, efficient management, and the significance of having a structured team to support loan officers. They also highlight the challenges faced by loan officers and branch managers in terms of staffing, prospecting, and managing activities effectively. The conversation delves into the necessity of having assistants from day one to support loan officers in closing more loans and focusing on revenue-generating activities. They stress the importance of managing activities rather than personalities, ensuring that the team is aligned with the goals and standards set by the branch manager. Additionally, they touch on the impact of efficient staffing on branch profitability and the role of mentors in guiding loan officers toward success. For more insights and to learn how to optimize your branch's performance, visit meetupwithkrista.com to schedule a consultation with Carl or Kevin.  Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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 Chris Johnstone discuss the importance of implementing a healthy lifestyle for loan officers to enhance their energy and productivity. They emphasize starting the day with a positive routine, such as exercise and healthy eating, to boost performance in the mortgage business. They also mention the significance of self-care, positive mindset, and daily routines in achieving success as a loan officer. They highlight the benefits of starting small, making gradual changes, and focusing on self-improvement. Additionally, they introduce the concept of leveraging Google and AI technology for free referrals in mortgage marketing, providing valuable insights for loan officers looking to enhance their lead generation strategies. Don't miss out on valuable insights and practical tips shared in this episode! Tune in now to discover how to enhance your lifestyle as a mortgage professional. To learn more about getting referrals from Google and AI, visit TopLOAI.com for further information and resources. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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 interviews Marty Fink, a successful loan officer and branch manager, who shares her journey from closing one or two loans a month to an impressive eight loans in a single month. Marty discusses her unique approach to mortgage marketing through her podcast called "Riding in Cars with Real Estate." Marty shares her journey from starting the podcast to seeing significant success in her loan production. She emphasizes the importance of taking action, following up with agents, and staying motivated in the mortgage industry. The conversation also delves into the power of loan officer training programs, mortgage coaching, and the impact of daily success plans on loan officers' productivity. Marty highlights the benefits of networking with referral partners and leveraging podcasting as a tool for loan officer marketing. The episode showcases the effectiveness of mortgage coaching programs like the Loan Officer Breakfast Club and the Mortgage Marketing Animals community in helping loan officers achieve success. Marty's story exemplifies how implementing a structured mortgage marketing strategy and consistent follow-up can lead to increased loan production and business growth. Don't miss out on this inspiring conversation filled with actionable tips for loan officers looking to boost their business. Visit WantMoreLoans.com to discover how you can map out a successful plan for your loan officer business. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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 Chris Johnstone discuss the importance of hosting events for loan officers to attract referrals from qualified real estate agents. They emphasize the significance of putting butts in chairs at these events and share insights on how to effectively fill up seats. They also delve into the strategies for event promotion, including using a qualified agent list, sending out emails, making phone calls, and utilizing a CRM system for follow-ups. Additionally, they highlight the value of multiple offers to engage different types of real estate professionals and the significance of consistent follow-up to convert leads into business. To learn more about the Loan Officer CRM and how it can help you host successful real estate events and convert leads, visit LoanOfficerCRMDemo.com for a full walkthrough. Take advantage of the special offer of $297 with waived setup fees and a 30-day money-back guarantee at LoanOfficerCRM.ai. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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 Krista Russo tackle the beast of call reluctance in mortgage sales. They discuss the fears and anxieties that come with making calls, the importance of knowing your value, and practical tips to overcome call reluctance. Discover how simple scripts and cheat sheets can boost your confidence and lead to successful prospecting. Plus, learn how to get your hands on valuable resources to enhance your mortgage sales game. Tune in now for valuable insights and strategies to excel in mortgage sales! Visit meetupwithkrista.com to access the cheat sheets mentioned in the episode and leave a review to show your support. Don't miss out on this insightful conversation that can transform your approach to making calls in the mortgage industry. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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 Krista Russo discuss the importance of hiring the right assistance for loan officers. They emphasize the need for loan officers to focus on sales and prospecting while delegating tasks to assistants to increase productivity. Krista shares insights on the daily success plan for loan officers and loan partners, highlighting the importance of follow-ups and asking for business. They stress the significance of aligning with the right team members and seeking help from HR departments or hiring professionals for recruitment. They also touches on the role of loan partners in generating more loans and the necessity of licensing for loan assistants. Tune in for practical tips and strategies to boost your loan officer business. Connect with Krista at meetupwithkrista.com for personalized assistance in streamlining your hiring journey. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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 Steve Kyles discuss the concept of making the mortgage process easy and convenient for both clients and loan officers. They delve into the importance of having a structured team in place to handle different aspects of the loan process, allowing loan officers to focus on sales and building relationships. Steve shares insights on the roles of a pre-approval specialist and a loan partner in streamlining the mortgage process. They emphasize the significance of removing friction and chaos from the mortgage business, highlighting the benefits of clear communication and efficient processes. Join Carl and Steve as they explore how prioritizing ease and convenience can enhance the mortgage experience for clients and drive business growth for loan officers. To learn more about streamlining your mortgage business and making it easier for both your team and clients, schedule a 30-minute consultation with Steve at meetupwithsteve.com. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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 Kristin Simpson discuss the importance of overcoming fear and taking action in the mortgage industry. They share personal stories, insights, and practical tips on how to push past fear of failure and make progress in your career. Kristin offers insights on preparation, mentorship, and facing fears in mortgage marketing and loan officer training. Don't miss out on this valuable discussion and take the first step towards overcoming fear and achieving your goals in the mortgage business. Visit DailySuccessPlan.com to schedule a coaching session with Kristen and start moving forward in your mortgage career. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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 and Krista discuss the importance of recognizing one's value as a loan officer in the mortgage industry. They emphasize that loan officers are the prize and that their unique personalities and qualities are what attract clients, not just the tools or widgets they offer. They highlight the significance of building relationships with referral partners and clients based on genuine connections rather than relying solely on marketing tools like Zillow leads. They also touch on the value of being a giver in business relationships and the importance of aligning with like-minded individuals in the industry. Don't miss this enlightening episode and remember, you are the prize in your business endeavors. To learn more about loan officer training programs, mortgage coaching, and effective mortgage marketing strategies, visit www.meetupwithkrista.com or call the office at 727-785-2275. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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 and Krista dive deep into the topic of self-worth and how it can impact the success of mortgage loan officers. They discuss the importance of recognizing one's own value and how it can lead to greater achievements in the industry. Krista shares insights from their eight-week boot camp, where they cover topics such as call reluctance, scripting, team structure, and more to help loan officers excel in their business. Carl also highlights the significance of surrounding oneself with positive influences and the impact it can have on personal and professional growth. To learn more about the boot camp and the topics covered, visit MeetupwithKrista.com. Don't miss out on valuable insights and tips shared by Krista and Carl! Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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 sits down with Krista to have a candid conversation about getting started in the mortgage industry. They discuss the importance of mindset, prospecting strategies, utilizing resources like the scenario desk, and the value of ongoing support and training. Krista shares insights from her successful branch and offers guidance for loan officers looking to reboot their careers or make a fresh start. They emphasize the need for a positive mindset shift and disciplined prospecting strategies to achieve success. They highlight the benefits of joining training programs like the Mortgage Marketing Animals and participating in coaching sessions to enhance loan officer skills. Topics covered include mortgage marketing, loan officer coaching, and the Mortgage Coach program. They also touch on the Loan Officer Breakfast Club, mortgage leads, referral partners, and the value of mortgage mentoring. To learn more about the eight-week boot camp and how to align yourself with the right people in the industry, visit meetupwithkrista.com to schedule a call with Krista. Don't miss out on valuable tips and advice for success in the mortgage industry. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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 discusses the importance of referral partners in generating leads for loan officers. He shares insights from a recent study that revealed top-producing loan officers acquire 78.1% of their business from referral partners, emphasizing the significance of building strong relationships in the industry. He outlines a structured approach of setting one appointment per day with qualified agents, leading to potential exponential growth in business. Additionally, He encourages loan officers to focus on structured daily activities, such as making calls and meeting with referral partners, to drive success in their mortgage marketing strategies. Don't miss out on this insightful episode and take the first step towards maximizing your business potential. Visit FreedomClubDemo.com to learn more about joining a collective group of loan officers dedicated to achieving success through discipline. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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 Irene Duford discussed the significance of gaining market share in the current competitive landscape, especially with fewer loan officers in the industry. They emphasized the need for loan officers to identify themselves as mortgage professionals and business owners rather than just loan officers. They also highlighted the benefits of having a well-trained assistant to handle various tasks, allowing loan officers to focus on marketing and growing their business. Additionally, they touched on the Client Conversion Training and the boot camp for newer individuals in the industry. Irene emphasized the importance of loan officers letting go of certain tasks and empowering their assistants to excel in their roles, ultimately turning them into profit centers rather than expenses. For more information and to access the hiring checklist, visit LoanTeamTraining.com and schedule a free consultation at talktothetrainers.com.  Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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 Chris Johnstone discuss the importance of video marketing for loan officers. They emphasize the impact of videos on building personal connections, enhancing trust, and driving credibility in the mortgage industry. They also share insights on why loan officers should utilize videos, focusing on the message delivery rather than physical appearance. They highlight the effectiveness of videos in generating high-quality leads and increasing social media traffic. Carl and Chris also mentioned the significance of targeting referral partners and past databases for loan officer business success. Additionally, they provide valuable tips on video marketing strategies, including the optimal timing for video distribution and the importance of consistent messaging. Don't miss out on this opportunity to revolutionize your loan officer business with video marketing strategies. Join Carl and Chris live at videosforloans.com and take your business to new heights. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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 discusses his personal journey in the mortgage industry and how he transitioned from working in the hospital system to becoming a successful loan officer and branch manager. He shares how he found fulfillment in teaching loan officers and helping them succeed in the industry. Carl emphasizes the importance of surrounding oneself with supportive individuals who believe in their potential. The conversation also touches on the impact of toxic relationships and the need to seek clean air for personal growth. Don't miss this inspiring episode filled with stories of growth, mentorship, and the ripple effect of positivity. Join us at the Loan Officer Breakfast Club for daily insights, tips, and strategies to elevate your mortgage business. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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 Steve Kyles discuss the various resources available to loan officers that can significantly impact their business growth. From Loan Partner U to Lakeside Chat with Carl, Scripting with Steve, Social Media Happy Hour, and more, they delve into the importance of leveraging these tools effectively. These training programs and coaching sessions aim to help loan officers improve their marketing strategies, lead generation, team building, and overall success in the mortgage industry. They also touch on the upcoming classes like Team Building Secrets and Builder Secrets, aimed at enhancing team productivity and profitability. If you're a loan officer looking to maximize your potential and explore these resources, this episode provides valuable insights and guidance. Don't miss out on this informative discussion! To access a personalized consultation and determine the best starting point for your business growth, visit freedomclubdemo.com and schedule a 45-minute meeting with the experts.  Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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 sits down with Erron Saucier, a seasoned mortgage professional, to discuss his innovative approach to boosting mortgage business through boot camps. The program, inspired by the Daily Success Plan, focuses on mortgage marketing strategies and loan officer coaching to help loan officers improve their productivity and success. The boot camp format of the training program includes daily calls, accountability, and incentives to keep loan officers engaged and motivated. The podcast highlights the importance of team collaboration and support in the mortgage industry, emphasizing the benefits of structured training programs for loan officers. To connect with Erron Saucier, visit Canopy Mortgage or reach out via email at [email protected] or phone at 409-679-0483. Join us at our next boot camp to learn actionable steps to elevate your mortgage business at Mastermind Retreats. Don't miss out on this opportunity to accelerate your success in the mortgage industry. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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 interviews Wayne King and Paul Marsh, founders of Encompass Lending Group, discussing their successful strategies for attracting established loan officers to join their team. They delve into the importance of shameless self-promotion in the mortgage industry and the significance of having a clear value proposition when recruiting loan officers. Wayne and Paul share insights on their recruitment process, including targeting strategies, multiple touchpoints, and the use of video texts for effective communication. They highlight the octopus method of marketing, emphasizing the need for a multi-faceted approach that includes events, agents, title reps, social media, emails, cold calls, video texts, and centers of influence. Additionally, they touch on the importance of a structured onboarding process and the significance of utilizing tools like loan officer production lookup services for effective recruitment. Don't miss this insightful conversation with two industry leaders who have mastered the art of attracting top talent. Contact Wayne King at [email protected] or call the office at 281-644-0062 for more information or to connect with Encompass Lending Group. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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 sits down with John Moore and Nick Rocco, to discuss their successful partnership in the mortgage industry. They emphasize the importance of their partnership in balancing work and life, leveraging each other's strengths, and holding each other accountable. They attribute their recent success in closing loans to following the Daily Success Plan (DSP) and utilizing tools like Mortgage Coach and MBS Highway. Don't miss this inspiring conversation about teamwork, growth, and success in the mortgage industry. Connect with John and Nick at [email protected]. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.