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Irene Duford, Loan Team Training
Interviews with successful loan originators, team members, branch managers and others with great ideas THAT WORK to share to help us all nurture and develop a success mindset.
This is a show for Mortgage Industry pros looking to build a successful team. Irene brings almost 3 decades of experience in the industry to you and your team through this weekly podcast. Subscribe today and share with colleagues who would find value!
My Advice Makes a Difference with Dave Savage
“If we’re trusted, at scale, we’ll kill it! Lenders will kill it, Loan Officers will kill it, Realtors will be successful.”Dave Savage has spent the last three decades in the Mortgage Industry and brings his passion for leveraging technology to this discussion! As the Chief Innovation Officer at Trust Engine and Co-founder of Mortgage Coach, Dave has been helping lenders, Loan Officers and their teams help their clients build wealth and financial freedom through real estate. He’s a friend and an asset to our industry and I’m so happy to have him on the show.Our discussion starts with Dave’s origin in the mortgage business. We talk about how Mortgage Coach started, the recent birth of Trust Engine, and some things that Dave thinks can help every loan officer listening.If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.Highlights -01:30 - How Dave started in Mortgage04:30 - How did Mortgage Coach start07:30 - The power of self-talk12:00 - How does Total Cost Analysis work16:15 - What is Trust Engine23:15 - The Four Agreements31:00 - What we DO with our gifts is what matters34:00 - The Power of Team40:45 - TrustEngine.com41:45 - The Edelman Trust Barometer43:30 - Encouragement for Loan Officers46:00 - Review our show & share it with a colleagueResources:TrustEngine.comThe Four Agreements: A Practical Guide to Personal Freedom (A Toltec Wisdom Book) https://a.co/d/gfgDFopGo to LoanTeamTraining.com to sign your team up for a class today!Loan Team Training is Powered by The Mortgage Marketing Animals
52:0518/04/2023
Relationships are EVERYTHING with Rachel Tarman
“We’re only as good as the feelings we’ve left in other people.”Rachel Tarman is closing loans and opening doors! Rachel is the Business Development Executive for VIP Mortgage in Scottsdale, Arizona and is a great friend. Rachel’s specialty is building and maintaining relationships and that’s the focus of our conversation in this episode.Our discussion starts with Rachel’s origin in the mortgage business. We talk about how Rachel stays recharged in such a people-first business, and we discuss Rachel’s own podcast, The Real Tea with Rachel.If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.Highlights -00:35 - Rachel’s origin in the mortgage business02:00 - What’s a day like for Rachel03:15 - The Power of Relationships04:30 - Rachel’s favorite part of the business06:55 - One daily habit or routine for success11:30 - How does Rachel stay recharged18:40 - The myth of being “naturally positive”19:50 - Rachel’s Business Development Course23:20 - How to get in touch with Rachel if interested in Business Development - TrainMyBDR.com23:55 - Overcoming Fear30:15 - The ROI on training your team31:40 - Rachel’s book suggestions36:15 - The Real Tea with Rachel41:55 - A word of encouragement44:00 - Review the show & share it with a colleague who would benefit44:45 - LoanTeamTraining.comBooks Rachel mentioned:Never Eat Alone - https://a.co/d/6juhJLpThe Last Lecture - https://a.co/d/7SBIBorGo to LoanTeamTraining.com to sign your team up for a class today!Loan Team Training is Powered by The Mortgage Marketing Animals
49:4311/04/2023
We are ALL Content Creators with Joel Sharpton
“If you own a business. You have to talk about your business.”Joel Sharpton was referred to me as THE expert to help me launch my podcast and I’ve found that to be perfectly true. Joel joins me in this episode to discuss my own podcast launch and experiences, as well as how ANY business owner and especially Mortgage Officers should recognize themselves as content creators in today’s market.Our discussion starts with Joel’s background and love for the podcast medium, we talk about specific ideas for any Loan Officer or team to launch their own show, and we end up talking about roads not travelled in each of our careers.If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.Loan Team Training is Powered by The Mortgage Marketing AnimalsHighlights -02:00 - What’s so great about producing podcasts05:30 - Finding a Struggle You LOVE08:05 - Lessons Learned from Failure13:45 - Podcasting will make you a Connector16:00 - “I am a content creator.” Yes, YOU too19:00 - Ideas for a Loan Officer to create a podcast30:00 - What makes podcasting different from video marketing33:50 - Getting feedback on your content38:55 - The Power of Repurposing40:50 - What would Irene do differently45:15 - What would Joel do differently49:25 - Working with Joel to launch Irene’s show52:00- How to read from teleprompter or script more naturally56:30 - Give us a review if you’ve enjoyed this podcast!Go to LoanTeamTraining.com to sign your team up for a class today!
01:02:0905/04/2023
Discovering You ARE Good Enough with RJ Baxter
”I remember seeing a significant increase in the first 90 days.”RJ Baxter has been a friend for more than a decade and for much of that time, I’ve been his coach as well. Watching his family grow, while he has grown personally and professionally has been a highlight for me, and I’m excited to have him on the show to share his story.Our discussion starts with his experience as one of the Freedom Club’s “Beta Testers”. We cover the goals he had at the start of his coaching & the changes he’s made because of it. Finally, we discuss the thing RJ would do differently if he was starting over today.If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.Loan Team Training is Powered by The Mortgage Marketing AnimalsHighlights -01:35 - RJ’s experience as a Freedom Club “Beta Test” member02:50 - “I remember seeing a significant increase in business in just the first 90 days”04:50 - What were RJ’s early goals when he started coaching06:40 - RJ’s Podcast - Real Estate Agent Superstars07:25 - RJ’s Team09:25 - Defining the ROLE13:00 - The impact of WOW Team Training for RJ’s Loan partner17:00 - Client Conversion Training Virtual Event19:45 - Self-Talk22:15 - SelfTalkPlus.com23:45 - What would RJ do differently27:30 - Share the show with colleaguesGo to LoanTeamTraining.com to sign your team up for a class today!
32:5028/03/2023
Learning From a Master with Carl White
“You think having an assistant is expensive, but NOT having one is what’s costing you!”Carl White HAD to be my first guest on The Loan Team Training podcast. He and I are GREAT friends and he’s been a wonderful mentor to me in my career, including the very importance of the team you build for yourself, and who you spend time with even when you’re off the clock. In this episode, I replay my very first interview with a little context of my introduction to Carl.Our discussion starts with Loan Officers biggest mistake when they hire a team. Bringing in a new person & then leaving them alone! “Here’s your desk, here’s your stuff, get started.”Along the way, we talk about surviving a down market by “putting more ore on the belt” and end with hard earned lessons and the bruises they sometimes leave.If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.Loan Team Training is Powered by The Mortgage Marketing AnimalsHighlights -00:55 - Introduction to Carl White02:55 - The Power of One Decision06:55 - Irene’s ONE SHOT09:00 - IT WORKED!12:15 - “Tell me a little about the podcast…”13:51 - The biggest mistake LO’s make14:50 - The mistake of waiting to hire16:05 - Pressure Makes Diamonds22:40 - How to know you have the right assistant?25:50 - “They’re not rejecting me, they’re rejecting YOU!”27:10 - We’re all not the same. Tasks, abilities & aptitudes all differ.30:30 - “But I can’t afford an assistant!”31:25 - In a down market, “Put more ore on the belt!”33:20 - Get into your prospecting BUBBLE!35:50 - “Don’t give someone a 75 mile head start in a 79 mile race.”38:50 - Simplicity aids implementation41:45 - “Humility is a learned skill, & it’s almost never through positive things!”45:00 - Goodbyes46:00 - Enjoyed this? Leave us a 5 star review and visit LoanTeamTraining.com
50:5921/03/2023
The Power of a Loan Partner with Kenny Duford
“When you can do things you enjoy doing, you’re going to be happier!”This episode features our first returning guest, Kenny Duford, a Loan Partner for Paul Dolan of the Dolan Mortgage Team. This time our conversation is focused on his career as a Loan Partner, and the impact that position can bring to YOUR business.We start with the decision to MOVE to the position of Loan Partner, the different personalities that lead to different roles in a Loan Officer’s team and then discuss the steps you can take to hire the right partner and build a better team than ever before.If you’ve enjoyed this episode please leave us a 5 star review, share it with everyone you know and colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more. This episode is for anyone who wants to grow their mortgage business by building the right team.Get Loan Team Training for YOUR Team: loanteamtraining.comLoan Team Training is Powered by The Mortgage Marketing AnimalsShow highlights:01:00 - Kenny’s Mortgage Origin story02:25 - Commission vs. Salary05:25 - Compensation/Benefits package for Loan Partner07:50 - How to trust a Loan Partner with your clients11:15 - Learning to work with a new Loan Partner14:25 - How a Loan Partner makes themselves indispensable15:45 - The joy of being a Loan Partner16:30 - Seeing the process AS a homebuyer17:00 - The Power of Process18:30 - What’s a habit for success that works for Kenny19:45 - Lessons from Kenny’s team22:00 - Appreciate your PEOPLE24:30 - A book recommendation for loan teams27:30 - 1 key to hiring the RIGHT Loan Partner30:35 - Client Conversion Training33:00 - The next Client Conversion Training session
39:3814/03/2023
Three Ways to Reduce Stress as a Loan Officer
Irene Duford gives you a private coaching session in this week’s episode, as we discuss the top three ways to limit your stress as a loan Officer.From making time for your most important activities, utilizing your staff properly to training that staff, Irene has a plan of action for you and your team that can help even out those highs and lows.If you’ve enjoyed this episode please leave us a 5 star review, share it with everyone you know and colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more. This episode is for anyone who wants to grow their mortgage business by building the right team.Get Loan Team Training for YOUR Team: loanteamtraining.comLinks mentioned: LoanTeamTraining.comTalktotheTrainers.comLoan Team Training is Powered by The Mortgage Marketing AnimalsShow highlights:00:16 - Block Time for Building & Strengthening Relationships02:14 - Don’t Do Everything Yourself04:27 - Have Your Staff Attend Training Courses05:00 - Recap06:50 - Feedback
12:1807/03/2023
If You Don’t Prepare, You Can’t Climb the Mountain with David Holland
David Holland is a top loan officer, a friend and colleague who has a TON to share with you today from his own experience building Holland Mortgage. I cannot wait to share this episode with you.We start with David’s origins in his grandparent’s basement, discuss David’s own team and how he put it together, and discuss the necessity of putting the right people in the right place for your business.If you’ve enjoyed this episode please leave us a 5 star review, share it with everyone you know and colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more. This episode is for anyone who wants to grow their mortgage business by building the right team.Get Loan Team Training for YOUR Team: loanteamtraining.comLinks mentioned:The Slight Edge: https://a.co/d/73wHil4Call Reluctance: https://a.co/d/8nIry4yWho Moved My Cheese: https://a.co/d/eGpfdKAThe 12 Week Year: https://a.co/d/1V8RZYLLoan Team Training is Powered by The Mortgage Marketing AnimalsShow highlights:00:40 - David’s origin story02:20 - What David loves most about the Mortgage Industry02:50 - Holland Mortgage04:40 - One Daily habit for success that David employs06:10 - David’s milestone goal08:00 - “The Slight Edge”08:45 - David’s experience with the Freedom Club11:00 - How David built his team12:30 - The power of WOW Training17:15 - How much responsibility do David’s Loan Partners handle?18:00 - The beginning of the Freedom Club19:45 - The fear of rejection20:10 - “Call Reluctance” by Carl White and Kevin Gillespie20:45 - “Who Moved My Cheese”20:55 - “12 Week Year”21:05 - The power of delegation24:15 - The right person in the right position30:00 - Culture Fit is almost as important as experience35:00 - David’s next goal37:50 - Words of Wisdom for today’s market
45:4028/02/2023
Working Harder on the Right Things with Youssef Abdelhalim
“You can’t implement EVERYTHING you’re learning!” Youssef Abdelhalim is a great Loan Officer, a good man and someone I’ve had the good fortune to coach over the last few years. From 2019 to 2021 he more than doubled his business by training his team and most importantly, changing his own mindset and expectations.We start with Youssef’s background and training, discuss the magic of overcoming limiting beliefs, and the importance of focusing on the RIGHT things, instead of just working harder in general to overcome obstacles and grow your business.If you’ve enjoyed this episode please leave us a 5 star review, share it with everyone you know and colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more. This episode is for anyone who wants to grow their mortgage business by doing the right activities, including improving their self talk.Get Loan Team Training for YOUR Team: loanteamtraining.comLoan Team Training is Powered by The Mortgage Marketing AnimalsShow highlights:01:00 - Youssef’s background01:55 - Youssef’s training experience03:15 - What Youssef loves most about the loan business05:50 - Youssef joins the Freedom Club07:10 - Overcoming limiting beliefs08:52 - What the Freedom Club did for Youssef10:35 - You can’t implement EVERYTHING you’re learning13:30 - The importance of Youssef’s team17:30 - How Do Loan Officers get in their teams way19:05 - What Loan Teams are missing22:45 - Working harder vs Working Hard on the Right Things24:05 - Biggest benefit from this development Youssef has done26:00 - The power of Loan Team Training26:45 - Advice for Loan Officers in this shifting market
33:4721/02/2023
The Loan Assistant Mortgage Training Bootcamp with Irene Duford
It’s a solo show this week, as Irene dives deep into the details of her Loan Assistant Mortgage Training Bootcamp. Learn how you and your team can benefit from proper training, systems and the confidence that comes from having that support and foundation.If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.Get Loan Team Training for YOUR Team: loanteamtraining.comLoan Team Training is Powered by The Mortgage Marketing AnimalsShow highlights:00:15 - Have you gotten FORMAL training?00:45 - Irene’s training experience (or lack thereof)02:15 - Irene got by with a little help from her friends02:45 - Loan Assistant Mortgage Training Boot Camp05:00 - The benefit to the Loan Officer of a well trained staff09:45 - How to register your team for the Bootcamp, or any course from Loan Team Training - LoanTeamTraining.com10:10 - Go out and make it happen today11:30 - Share the show with friend or colleague who would benefit & review the show wherever you listen
16:5307/02/2023
The Reward is in the Consistency with Toni Taylor
“You can’t have anything stored in your head or on your desk it’s worthless there. It has to be in the systems.” Toni Taylor is a Coach, an Originator, a Mom a wife and a great friend. Toni and her team at Interconnect Mortgage are killing it and she brings that organizational knowledge to us in this episode. She’s had a big impact on me and I’m so thankful to share her and her message with you all!We start with Toni’s intro to the business, discuss the importance of systems and the power of preparing for emergencies at EVERY position.If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.Get Loan Team Training for YOUR Team: loanteamtraining.comLoan Team Training is Powered by The Mortgage Marketing AnimalsShow highlights:01:00 - Tori’s origin story03:00 - Tori’s current team04:45 - Same Way Every Time!07:40 - Prepared for Emergencies11:15 - Advice for Sloan Officers, looking to hire17:45 - The necessity of training23:40 - It’s never too late to train someone25:10 - Situational Leadership30:50 - a tip for loan officers
37:1431/01/2023
Sorting the Puzzle Pieces of Team Building with Tammy Schneider
‘Any part of the loan business is “hire-out-able”.’Tammy Schneider is a coach and friend whose superpower is hiring, and she's here today to share her secrets with you! Tammy is the co-founder of Mortgage Marketing Animals and the Jelly to Carl White's Peanut Butter. She’s had a big impact on me and I’m so thankful to share her and her message with you all!We start with the creation of Mortgage Marketing Animals, discuss The Freedom Club's system for hiring and the power of putting people in an area of their own genius.“You’re not going to grow your business, unless you’ve got the help you need.”If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.Get Loan Team Training for YOUR Team: loanteamtraining.comDiscprofilelink.comLoan Team Training is Powered by The Mortgage Marketing AnimalsShow highlights:00:25 - How Tammy & Irene met01:30 - Tammy’s Mortgage Marketing Animals origin story03:20 - The Freedom Club05:38 - How Tammy hired and trained her early staff07:40 - The power of Disc assessment13:50 - The Freedom Club Hiring System17:45 - Recognizing your “genius”, replacing everything else21:50 - The Cost of Inaction27:30 - Training your staff32:30 - The team of Mortgage Marketing Animals
39:2424/01/2023
Unlocking Your Own Purpose with René Rodriguez
“How do you make change on a broad scale that doesn’t destroy people in the process?”René Rodriguez is a speaker, coach and friend who teaches 1000’s of people every year how to bring their own story to life in the work that they do, and the messages they deliver. He’s also a podcast host and best selling author of “Amplify Your Influence” available everywhere now. He’s had a big impact on me and I’m so thankful to share him and his message with you all!We start with habits for success, discuss the power of a team with the right dynamics and our obligation to share our gifts.If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.Get Loan Team Training for YOUR Team: loanteamtraining.comFind everything René and his team offer: MeetRene.comClearer, Closer, Better: How Successful People See the World: https://a.co/d/4dEsO07Loan Team Training is Powered by The Mortgage Marketing AnimalsShow highlights:01:13 - What drives René Rodriguez? Having an impact on people04:10 - Habits that René uses to make success not just possible but doable05:40 - “It’s not about the content, it’s the application that matters”07:15 - “We’re shaped in the difficult times.”09:50 - The power of René’s team13:45 - True team dynamics at work - intense real-time communication15:30 - Steps to Rene’s success17:12 - René’s routines18:55 - Vacation pre-planning20:05 - René says the most RELEVANT book is the one to read next22:00 - AMPLIFII™ events and opportunities at MeetRene.com23:30 - Unlocking your own purpose & obligation to share our gift26:15 - René’s advice for Loan Officers or anyone who’s looking to grow
33:3017/01/2023
Better Processes Make Better Businesses with Steve Kyles
“Your support staff isn’t a liability they’re a profit center when trained the right way!”Steve Kyles is a partner with Mortgage Marketing Animals, one of the top mortgage coaching programs in the country for Loan Officers as well as a top-producing branch manager at SMP. He is also the host and founder of the energetic and value-packed Loan Officer Leadership Podcast, one of the top podcasts for Loan Officers across the nation. He’s a friend and a fun podcast guest to boot!We start with the power of systems, discuss putting the right people in the right place and ask WHO can you add to help grow to the next level.If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.Get Loan Team Training for YOUR Team: loanteamtraining.comHear more from Steve: http://loanofficerleadership.com/Loan Team Training is Powered by The Mortgage Marketing AnimalsShow highlights:00:45 - Loan Team Training according to Steve Kyles01:55 - About Steve Kyles and Loan Officer Leadership podcast03:50 - How Steve’s team uses systems to ensure it’s the Same Way Every Time07:00 - Getting the RIGHT team in the RIGHT place11:15 - Training isn’t the best use of Loan Officer’s time12:27 - The little guy on your shoulder14:19 - Learning the RIGHT way15:30 - Steve’s advice for loan officers16:45 - Who can you add to grow to the next level18:25 - Callstars
25:0410/01/2023
"Same Way Every Time" SWET'ing the Details with Nikki Hampton
”It’s not just a job, take pride in your work!”Nikki Hampton is a font of information and a firecracker of a person. She and I met when her Loan Officer, Shawn Ireland, sent her for training and we’ve been fast friends since.We start with the importance and power of winning as a team, discuss the steps to keeping a positive mindset and the difference between training your staff and training your staff the RIGHT way.If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.Get Loan Team Training for YOUR Team: loanteamtraining.comConnect with Shawn Ireland and his team: https://www.linkedin.com/in/shawnireland/Loan Team Training is Powered by The Mortgage Marketing Animals00:40 - How Nikki and Irene met03:28 - Nikki’s evolving role05:20 - Winning as a team09:45 - It’s not JUST a job, take pride in your work16:03 - Nikki is “the ultimate firefighter”20:52 - Knowledge is power23:05 - One thing Nikki does to keep a positive mindset27:05 - The importance of self-talk31:30 - Our thoughts create our emotions, our emotions create our actions, our actions create our results33:20 - What Loan Officers need to know about training their staff the RIGHT way37:25 - The power of Loan Team Training41:35 - Goodbyes
47:0603/01/2023
Stop Talking About Things, Let’s Do It with Frank Garay
“You can achieve amazing things in this business. If you have a plan, and help, you can do anything!”Frank Garay has been a public voice in the mortgage and real estate space for almost 20 years, and his experience in the industry goes back even further. He’s also full of excitement and one of the best motivators around. He's got so much to share with each of you.We open up talking about “Think Big, Work Small” where Irene first discovered Frank, discuss Frank’s journey into corporate life, and celebrate not having to reinvent the wheel when we can share ideas with top performers.If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.Get Loan Team Training for YOUR Team: loanteamtraining.comLoanOfficerBreakfastClubShoot the Breeze with Frank GarayLoan Team Training is Powered by The Mortgage Marketing Animals00:32 - “Think Big, Work Small”06:25 - Frank’s start as a Loan Officer10:55 - Exploring Corporate America16:20 - “You can do amazing things in this business, if you have a plan, and you have help”18:00 - You do not have to figure everything out on your own!25:40 - How Frank is intentional with his mindset30:00 -Callstars35:00 - Stop talking about, let’s do it!
45:1327/12/2022
Playing “All In” with Dr. Chris Christensen
“There’s no way you’re going to achieve much in life without sacrificing something.”Today's guest is a successful dentist and business, a great husband and father and a wonderful son in law to me. Dr. Chris Christensen joins me to discuss his own journey into dentistry and how investing in himself and his team has changed his business for the better. He's got so much to share with each of you.We open up with the story of why Chris chose dentistry, talk about how COVID was a reset for many businesses and how our thoughts create emotions, emotions create actions and actions create results.If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.Get Loan Team Training for YOUR Team: loanteamtraining.comContact Dr. Chris ChristensenComfort Dental Cottonwood9401 Coors Blvd. NWAlbuquerque, NM 87114505-890-2773Loan Team Training is Powered by The Mortgage Marketing Animals01:08 - Why Dentistry?04:07 - What success habits did dental school give Chris?08:05 - The shift for Chris & family08:57 - The $2 Story12:10 - Dr. Christensen’s new practice14:20 - the influence of Chris father15:40 - What would you change?20:40 - Success comes down to knowing what you want & being clear about it21:44 - Dentistry through COVID24:30 - how did Chris train his staff & team?28:00 - SWET - Same Way Every Time29:05 - How does Chris invest in himself?35:00 - If you’re not investing in yourself you’re going to stay right where you are38:30 - The power of self talk41:25 - Something that’s helping Chris as a businessman & family man44:30 - Chris’ exposure to the Freedom Club
52:2920/12/2022
Doing What Needs Done with Jen Conley
Sometimes, it just comes down to doing what needs done.Today's guest is a firecracker and I’m excited to have her on the show. Jen Conley and I met more than a decade ago, and have grown in the business alongside each other. Jen Conley is a great loan officer, a fantastic coach and a resource of great insight for anyone trying to build consistent habits. She's got so much to share with each of you.We open up with what COVID taught us, talk about the power of a team and fantastic customer service, and how anything is possible when you break it down into small actions!Find Jen’s podcast at https://loanofficerunplugged.com/If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.Get Loan Team Training for YOUR Team: loanteamtraining.comLoan Team Training is Powered by The Mortgage Marketing Animals00:50 - Who is Jen Conley?02:00 - COVID taught us you don’t have to just work where you live04:40 - How Jen & Irene met08:07 - You just have to do what needs done10:05 - “The chick-fil-a of the mortgage business”13:04 - The hardest thing for Jen to do in the Freedom Club15:00 - Irene’s promise to herself18:22 - What’s the one thing about having a great team that makes a difference?21:45 - How do you manage time BEFORE you build your team?22:30 - Use an alarm system to create a habit24:30 - Breaking big problems into little pieces27:20 - What’s a habit that makes Jen successful?31:00 - “Queen of the hard to do loans”31:55 - a down market is when generational wealth is made36:00 - Thank you & Goodbyes
42:5206/12/2022
Building Relationships with Mary Carroll
A real estate agent coaching loan officers on how to build relationships with real estate agents.Today's guest has been a top producer for 27 years, has been a friend for years and I'm excited to talk with her. Mary Carroll is a great realtor, a fantastic coach and capable of impacting people directly and powerfully. She's got so much to share with each of you.We open up with the story of how and why Mary entered coaching, talk about the power of a team and good leaders, and talk about some of our favorite books to boot!If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.Get Loan Team Training for YOUR Team: loanteamtraining.comLoan Team Training is Powered by The Mortgage Marketing Animals00:22 - A little about Mary01:40 - Irene’s gift of building an accepting community!04:45 - When did Mary know she wanted to be a coach?08:20 - Carl White as a leader11:50 - Thoughts on the market13:05 - How does Mary recharge?16:35 - How has having a team made a difference?19:55 - Time for Transparency23:07 - Why Irene is passionate about support & education25:00 - Loan Assistance Mortgage Training Boot Camp29:50 - Client Conversion Training31:35 - A book that’s had a big influence on Mary33:30 - Irene’s favorite book
40:0929/11/2022
Building Patterns for Success with Kenny Duford
“Having a repeatable process, a checklist to use every time is one of the most important details we talk about“My second guest has been a delight to me for years and I’m excited to share him with you all. Kenny Duford is my son and an excellent Loan Partner & Coach in our Traning company. He’s got a natural ability to explain complex concepts simply and I know it’ll come across here in this discussion.We open up with the origin of Kenny’s entry to the business discussing mindset, training and the LoanTeamTraining.com courses in depth.If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.Get Loan Team Training for YOUR Team: loanteamtraining.comLoan Team Training is Powered by The Mortgage Marketing Animals00:39 - Kenny Duford’s Loan Officer Origin Story01:25 - What Kenny LOVES about being a Loan Partner03:35 - How do you maintain the right mindset?04:45 - How important is team training?06:50 - What are the biggest takeaways for support staff?08:05 - What was Kenny’s training like?10:45 - What is IN Loan Team Training?13:20 - How staff can get referrals W/O feeling “salesy”17:10 - Client Conversion Training20:45 - Loan Assistant Mortgage Training Boot Camp - Mortgage 10122:00 - LoanTeamTraining.com22:30 - How is working with family?25:45 - What are some of the steps Kenny took to bring success?28:45 - What habit or routine makes a difference for Kenny?31:12 - What’s Kenny excited about right NOW?
38:5222/11/2022
“You Are Who You Spend Time With” with Carl White, Mortgage Marketing Animals & The Freedom Club
“You think having an assistant is expensive, but NOT having one is what’s costing you!”Carl White HAD to be my first guest on The Loan Team Training podcast. He and I are GREAT friends and he’s been a wonderful mentor to me in my career, including the very importance of the team you build for yourself, and who you spend time with even when you’re off the clock.Our discussion starts with Loan Officers biggest mistake when they hire a team. Bringing in a new person & then leaving them alone! “Here’s your desk, here’s your stuff, get started.”Along the way, we talk about surviving a down market by “putting more ore on the belt” and end with hard earned lessons and the bruises they sometimes leave.If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.Find more from Carl at: https://www.linkedin.com/in/marketinganimals/Highlights -01:25 - “Tell me a little about the podcast…”02:59 - The biggest mistake LO’s make04:00 - The mistake of waiting to hire05:15 - Pressure Makes Diamonds11:50 - How to know you have the right assistant?15:00 - “They’re not rejecting me, they’re rejecting YOU!”16:20 - We’re all not the same. Tasks, abilities & aptitudes all differ.19:40 - “But I can’t afford an assistant!”20:36 - In a down market, “Put more ore on the belt!”22:30 - Get into your prospecting BUBBLE!25:00 - “Don’t give someone a 75 mile head start in a 79 mile race.”28:00 - Simplicity aids implementation31:00 - “Humility is a learned skill, & it’s almost never through positive things!”34:10 - Goodbyes35:10 - Enjoyed this? Leave us a 5 star review and visit LoanTeamTraining.com
40:2715/11/2022