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Sep 16, 2019

On this special episode of Loan Officer Freedom, the number one podcast for Loan Officers, I'm sitting with a dear friend of mine, Mister Dave Savage himself! Dave is an all-star and veteran in the industry who owns Mortgage Coach.

 

Today, we're chatting about a couple of strategies that I personally use in my branch that have proven to be extremely successful for us. Specifically, we're talking about referral partner and past database marketing strategies. Get your pen and paper ready as we'll be sharing the exact scripts you can use today to not only engage with clients but get referrals and deals from them as well. 

If you have questions about this topic, set up a Free Strategy Call with one of our coaches at LoanOfficerFreedom.com/StrategyCallRequest  


Sep 9, 2019

Thank you for tuning into Loan Officer Freedom, the number #1 podcast for Loan Officers thanks to you and all of our listeners! On this episode, I want to address a commonly asked question, "what are the best strategies to market direct to consumer." Have you considered that question yourself?

I think everyone knows I'm a branch manager for one of the nation's top mortgage firms. We literally just had a record-breaking month last month in my branch and I couldn't be happier to share the strategies we use every single day in my branch to be able to close more than 500 units per month. Do I include direct to consumer in my overall marketing strategy, sure! However, if you ask me I will always tell you that is not my bread and butter.

In this episode you'll learn:
- How we include direct to consumer marketing in our ad campaign.
- Which strategies are the top priority in my branch.
- What you can do to get the highest conversion rate when it comes to leads.

If you have questions about this topic, set up a Free Strategy Call with one of our coaches at  LoanOfficerFreedom.com/StrategyCallRequest

Sep 2, 2019

I’ve come to realize I’m not in the mortgage business, I’m really in the business of building relationships with people. Relationship marketing, by far, is one of the best types of marketing activities I’ve implemented in my own business by attending and hosting educational events. But putting together powerpoints and teaching classes isn’t everyone’s cup of tea. Longtime leader in the Freedom Club and my dear friend, Suzanne Downs, has found epic success with relationship marketing without creating a single powerpoint presentation. Want to know how?

On this episode of Loan Officer Freedom - the number one podcast for Loan Officers, thanks to you fine folks - Suzanne and I talk about how she shows appreciation for the people that send her business while creating a fun and relaxed atmosphere during her monthly mixers in order to generate even more business every single month.

In this episode you’ll learn:

  • How to coordinate a monthly mixer
  • Who to invite
  • Getting sponsors to offset the cost
  • How to strategically follow up with the attendees

After listening, schedule your complimentary strategy call to get even more scripts and a detailed step by step plan mapped out just for you at www.LoanOfficerStrategyCall.com

Aug 26, 2019

On this episode of Loan Officer Freedom, the number one podcast for Loan Officer, I’m talking to my friend and a new leader in the Freedom Club, Chris Jameson. Chris is an expert when it comes to hard money loans, we all think we know what a hard money loan is, but what are they really? There are many misconceptions out there when it comes to these loans and I’ll admit I believed some of the myths about them too. Have you heard any of the following?

  • Hard money loans are only for people who have poor or bad credit.
  • Borrowers who use hard money loans don’t have any money for a down payment.
  • If a borrower uses a hard money loan, it’s because they don’t qualify for a conventional loan.

They’re all myths, and my buddy Chris is here to shed some light on what a hard money loan is and isn’t and the three reasons a borrower typically uses this loan for. Want to find out more? Listen in on today’s episode.

If you have questions about this topic, set up a Free Strategy Call with one of our coaches at LoanOfficerFreedom.com/StrategyCallRequest

Aug 19, 2019

With nearly 20 years serving in the United States Navy, it comes as no surprise that Larry serves his community by educating veterans on VA Home loans with pride. I sincerely thank him and all the veterans and those on active duty for their service. Today, I’m thrilled to announce my dear friend is joining us on the podcast to shed light on what he’s done to organize himself and his team in a way that allows him to see such tremendous growth year after year.   

On this episode of Loan Officer Freedom, the number one podcast for Loan Officers in the world, we will talk about:

  • What was done in order to close 72 units in his very first year
  • Why an assistant can mean consistent growth for your business by leaps and bounds
  • How to have an attitude of serving others

If you have questions about this topic, set up a Free Strategy Call with one of our coaches at LoanOfficerFreedom.com/StrategyCallRequest

Aug 12, 2019

Every so often we have to put our big boy/girl pants on, step up to the plate and get things done in order to make major changes to our business. Consequently making major changes to our business can impact our personal lives as well, wouldn’t you agree? On this episode of the podcast, I am honored to introduce my very dear friend, Scott Griffin, who in just 4 years is on track to increase his personal, yes I said personal, income by nearly $1.3M! Isn’t that incredible?  

 

Scott has a truly remarkable story that I can’t wait for you to hear. He was gracious enough to be completely transparent and share his story. On this episode you’ll hear about:

  • The paradigm shift that occurred in order for such rapid growth.
  • The single most influential activity that allowed him to increase his production rapidly.
  • His personal income amount each year since 2015.
Aug 5, 2019

On this episode of Loan Officer Freedom, the number one podcast for Loan Officers, I have a very special guest! My friend and leader in the Freedom Club, Colleen Woods. Colleen has an amazing story and shares that she felt empowered to make the move she knew she needed to make when she saw how the structure of a team could help her not only increase her business but decrease the number of hours she spent on her business. 

In this episode listen and learn how Colleen: 

  • Was encouraged & empowered to create a team that didn't cost her money, but made her money!
  • Hired her first employee and how that positively impacted her business.
  • Increased her loan production from 5 loans per month to over 20 per month on average.  
Aug 5, 2019

On this episode of Loan Officer Freedom, the number one podcast for Loan Officers, I have a very special guest! My friend and leader in the Freedom Club, Colleen Woods. Colleen has an amazing story and shares that she felt empowered to make the move she knew she needed to make when she saw how the structure of a team could help her not only increase her business but decrease the number of hours she spent on her business. 

In this episode listen and learn how Colleen: 

  • Was encouraged & empowered to create a team that didn't cost her money, but made her money!
  • Hired her first employee and how that positively impacted her business.
  • Increased her loan production from 5 loans per month to over 20 per month on average.  
Aug 5, 2019

On this episode of Loan Officer Freedom, the number one podcast for Loan Officers, I have a very special guest! My friend and leader in the Freedom Club, Colleen Woods. Colleen has an amazing story and shares that she felt empowered to make the move she knew she needed to make when she saw how the structure of a team could help her not only increase her business but decrease the number of hours she spent on her business. 

In this episode listen and learn how Colleen: 

  • Was encouraged & empowered to create a team that didn't cost her money, but made her money!
  • Hired her first employee and how that positively impacted her business.
  • Increased her loan production from 5 loans per month to over 20 per month on average.  
Aug 5, 2019

On this episode of Loan Officer Freedom, the number one podcast for Loan Officers, I have a very special guest! My friend and leader in the Freedom Club, Colleen Woods. Colleen has an amazing story and shares that she felt empowered to make the move she knew she needed to make when she saw how the structure of a team could help her not only increase her business but decrease the number of hours she spent on her business. 

In this episode listen and learn how Colleen: 

  • Was encouraged & empowered to create a team that didn't cost her money, but made her money!
  • Hired her first employee and how that positively impacted her business.
  • Increased her loan production from 5 loans per month to over 20 per month on average.  
Jul 29, 2019

Hakim Singleton is one of our leaders in the Freedom Club and has become a success story very quickly

On this episode of Loan Officer Freedom, the number one podcast for Loan Officers, I’m speaking with my dear friend Hakim Singleton. Hakim joined the Freedom Club less than a year ago and, like all our Freedom Club members, has seen tremendous growth! Not only has he seen an increase in his production, but more importantly he has been able to spend more time with his family!

 

In this episode we discuss what it looks like to go from closing 5 – 6 loans per month to 13+ in one month, while only focusing on what it is you do best…bringing in the business. Hakim discusses

  • His positive mindset
  • The time & freedom he is able to experience with his family
  • The action he took in order to cross the 10 loan per month threshold
Jul 22, 2019

When someone joins The Freedom Club, my [top tier] mastermind group, we coach each member to get them to reach their financial [and career] goals. Everyone has a unique set of circumstances, but they’ve all seen massive growth! Today, I’m talking to one of our members and leaders in the Freedom Club, Ron Pippen, who was closing about 5 loans this time last year. Now, he’s averaging 18 units per month.

In this episode of Loan Officer Freedom, the #1 podcast for Loan Officers, we’re going to share the activities Ron and his team have done to nearly 4x his production in a year! A few things to keep in mind:

  • You’ll grow when you do the right activities
  • About 10 – 20% of your past database moves every year
  • Stay front and center

If you have questions about this topic, set up a Free Strategy Call with one of our coaches at LoanOfficerFreedom.com/StrategyCallRequest

Jul 15, 2019

Do you ever notice that little guy or gal on your shoulder putting negative thoughts into your head and keeping you from taking the action you know you should take in order to achieve your goals, be it in your professional or personal life? 

In today’s episode, I get to speak with the ultra-lovely Ms. Irene Dufford, who is a great inspiration to me and has helped me in more ways than one! In this episode, we talk about why we have negative thoughts and what we can do to get rid of them. Now, I was a little embarrassed to admit that I’ve done some of the activities to help me overcome some of my thoughts and doubts, but ultimately it’s helped me grow into becoming a better father, husband, businessman, just overall a better person. Both Irene and I...along with many in our Freedom Club program have been able to see tremendous results when putting these activities into practice. 

Remember, “your emotions determine how you feel, how you feel turn into your actions, and your actions determine your results. So if you want good results, be intentional about the thoughts you put into your head.”

Jul 8, 2019

What would life look like for you if you were able to drastically increase your production? Think about that for a moment. On today's episode of Loan Officer Freedom, the number 1 podcast for loan officers, I'm talking to one of the leaders in our Freedom Club, Cody Heard! Cody joined our mastermind program about 6 months ago and in the first 4 weeks saw a dramatic change in his production by using one of our most successful strategies. 

Listen to this episode to find out exactly what that strategy is and how Cody went from closing just 4 loans to 17 loans per month in 4 weeks.


Jul 1, 2019

For more than 13 years Tammy and I have worked together with literally thousands of loan officers. In talking with them and coaching them we have observed what the common activities and characteristics are within those who are top producers. If you want to know what the top producers are doing then tune in as that’s exactly what we’ll be discussing on this episode of Loan Officer Freedom, the #1 podcast for Loan Officers.

We have come to see that regardless of you being a Mortgage Broker or a Mortgage Banker, a brand new loan officer or an experienced veteran in the industry all top producing loan officers or Branch Managers commonly…

  • Have a DAILY plan, which includes sales activities
  • Time block their schedules
  • Have a team to help them
  • Understand what the “One Thing” that brings them the most closings
  • Have a slam dunk follow up system
Jun 24, 2019

We all want to increase our volume in order to increase our income, but what needs to happen within our day to day business activity to actually have that happen?

 

On this episode of Loan Officer Freedom, the #1 podcast for Loan Officers, I’m talking to one of our leaders in the Freedom Club, Jeff Stempler who has taken the action needed to double his income. With the help of his team (more on that in the episode) Jeff has been able to focus on what he does best, bring in business.

Jun 17, 2019

As Loan Officers or Branch Managers, it’s commonplace to know you “need” to be available 24/7 to answer calls, send out pre-approval letters, attend open houses, etc. But is that really how we need to be operating our business?

 

On this episode of Loan Officer Freedom, the #1 podcast for Loan Officers, I sit down with my dear friend Jen Du Plessis, a follow Mortgage Industry leader, as we discuss why being available 24/7 isn’t the way you should operate your mortgage business and how we’ve been able to turn our professions into what I like to call a lifestyle business.

If you have questions about this topic, set up a Free Strategy Call with one of our coaches at LoanOfficerFreedom.com/StrategyCallRequest

Jun 10, 2019

One of the biggest mistakes we find a lot of loan officers doing is leaving opportunity on the table. Some loan officers believe offline lead generation is the best way to get in front of the customer and is the only way you should be marketing. While others believe the modern, convenient, and easiest way to get in front of the customer is by using online marketing tactics. My response every time to these statements is…do both! Combine your efforts so there is no opportunity left on the table.

On this episode of Loan Officer Freedom, the #1 podcast for Loan Officers, I’m talking to my good friend and business partner, Chris Johnstone, who is a master of online marketing. What he and I have done is combined our expertise from both an online and offline marketing perspective to get the best of both worlds. We use both online and offline marketing strategies to get in front of our customers by:

  • Marketing to our past clients.
  • Marketing to potential referral partners.
  • Marketing directly to the consumer.

In this episode, you’ll learn

  • Which 3 campaigns you can use on Facebook today.
  • How quickly you can expect to get leads & how quickly those leads turn into closings.
  • How to use Facebook & traditional offline marketing tactics together.
Jun 3, 2019

On this episode of Loan Officer Freedom, the number one podcast for Loan Officers, Carl White and Scott Hudspeth walk you through exactly how they use the social media platform, LinkedIn, to generate more business.

Have you considered using LinkedIn to generate more leads? Well, Scott has a very specific strategy that helps you generate leads through referral partners. When we think about using social media marketing, we typically think about gathering cold leads online. Scott has a very cool way of using this platform to connect with people in a way that is beneficial for both parties…

  • Connecting with agents on LinkedIn
  • Using specific messaging when reaching out
  • Following up

By doing this, Scott is able to increase the number of referral partners he has which increases the number of qualified leads that come his way. Would you like to do the same for your business? Listen in on this episode to find out exactly how it’s done.

May 28, 2019

In this three-part series, Carl White and branch manager/top LO Adriana Bates help map out the best way for you to find success in your business, whether you stay where you are, or branch out on your own.

The final episode of the series addresses that you did the thing, and now you’re a standalone Loan Officer. What now?

Tune in as Adriana details what exactly she did to hit the ground running when she started her own branch, and how she kept her old referrals while adding new clients through marketing and automation.

May 20, 2019

Do you really need a better price to compete? On this episode of Loan Officer Freedom, the number 1 podcast for Loan Officers in the world, I speak to my mentor and business partner, Kevin Gillespie about how to handle leads calling to ask about your rates.

One thing to understand is that we all get shopped sometimes and no one has the “best rates”, but the key is to have balance. There are three key items to take note of in order to have balance…

  • At what level are you priced
  • Your compensation
  • Your support & services

When you work on having a round balance it’ll make the conversation around “what’s your rate” that much easier. Want to know how to have that balance? We discuss that and more on today’s episode.

May 20, 2019

So, you’ve made a list of your expectations for yourself, your team, or your employer. You’ve spoken with your boss or team and set a date for when those expectations should be met – and guess what? That day is here. You’ve made the decision, you’ve dealt with your fears. What’s next?

In this three-part series, we talk with Adriana Bates, a Loan Officer and Branch Manager, about the steps she took when it was time for her to make a transition. We’ll take out all the guesswork with her detailed guide about what to do and when to do it, and how to make that tough decision.

Here’s a taste of what we’ll go over in part 2 –
• How to deal with the Fear of making a change in your business.
• Setting up a backup plan.
• How to be transparent about you transition and why it’s better for your clients.
• How to really sell your team and promote YOU Inc.

We’ll also talk about how to keep your successful momentum going while putting yourself in a better situation.

May 6, 2019

What happens when you find yourself thinking that it may be time for a change? It may be to another team or a whole new company. Or it may be a change within yourself. How do we know when it’s the right time to jump into action?

In this three-part series, we talk with Adriana Bates, a Loan Officer and Branch Manager, about the steps she took when it was time for her to make a transition. We’ll take out all the guesswork with her detailed guide about what to do and when to do it, and how to make that tough decision.

Here’s a taste of what we’ll go over in part 1 –
• Identifying your ”Why?”
• How to make an honest assessment.
• Identifying your desired work environment.
• Are you self-sabotaging yourself?

We’ll also talk about how to keep your successful momentum going while putting yourself in a better situation.

Apr 29, 2019

How do you get more referrals from the activity you’re likely already doing? That is what I’m discussing on today’s episode of Loan Officer Freedom, the #1 podcast for Loan Officers. Today, I speak to a very special guest, Doug Cadaret. Doug and I have known each other for years now and I’m happy to say on this episode he will share the 4 questions you need to keep in mind in order to attract and retain referral partners.

Doug will share his thoughts around:

  • How loan officers get more referrals from activity you’re already doing
  • Being intentional with your actions
  • How you should define a successful transaction

If you have questions about this topic, set up a Free Strategy Call with one of our coaches at LoanOfficerFreedom.com/StrategyCallRequest

Apr 22, 2019

If you’re new or just getting back into the industry, this episode is for you! On today’s episode of Loan Officer Freedom, the #1 podcast for Loan Officers, I talk to Gabe Winslow about going from closing literally zero to more than 10 loans per month. This is your roadmap on all the activities that need to happen in order to close several loans per month and get to that point quickly. I had the pleasure of meeting my new friend at a 3-Day Mastermind event, and boy oh boy, did he implement the strategies we taught!

We’ll discuss the exact strategies he used to get him to where he is today including:

  • Thor’s Hammer
  • The Just Ask Campaign
  • Getting over the fear of rejection
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