In this much anticipated episode, Eddie Fooshang will walk you through how to put together an epic plan.
Most loan officers do the ol’ “I’m going to double my business” kind of thing with no actual plan, so of course it doesn’t work out year after year.
This episode will put an end to the madness and put you on your journey of awesomeness!
If I could only tell you one thing to help you grow your biz, it’s this: Don’t buy into the myth that YOU have to be the one who does everything from lead gen to locking the deal to chasing docs to be able to successfully close the deal, ensure top notch customer service, and keep your referral partners happy.
Carl White and Brian Heckman dive into part 2 of Brian’s business model to give you a 360 degree view of how Brian set up his A-team! As a producing branch manager, Brian has fine-tuned his business model to allow his LOs to do what they do best – sell – and not get caught up in the minutia of the loan process.
By putting key positions into play, Brian’s business flourishes year-round (even during the “slow months” of the year) with a streamlined loan process that closes loans AHEAD of schedule (which his clients and referral partners love)!
Here’s a taste of what Carl and Brian discuss in this episode:
On the next #1 rated podcast for LOs, Carl White is joined by longtime friend and wildly successful loan officer, Brian Heckman! Brian lived the snowball effect day in and day out until he discovered an easier and more profitable way to run his business and structure his day-to-day activities.
You’ll get a full glimpse into the action plan that Brian has setup Monday-Thursday that created the structure his business was lacking, and in turn, enabled him to reach his ultimate goal of having time, financial and relationship freedom while running an ever-growing business!
Here’s a taste of what Carl and Brian discuss in this episode:
Real talk – If you’re generating solid realtor referrals, but not converting those referrals into closed loans, there’s a hole in your bucket that needs to be filled.
Dave is the Founder of Mortgage Coach, and has over twenty-seven years of experience as a mortgage executive, business leader, and mobile technology pioneer. As a mortgage industry leader, Dave has been a speaker at many major industry events, and before Mortgage Coach, Dave was one of the nation’s top loan originators and President of a national mortgage company.
Here’s a taste of what Carl and Dave discuss in this episode:
New to the mortgage biz and having a hard time getting ramped up to the level of production you’d like to be at?
On the next #1 rated podcast for LOs, Carl White is joined by Eddie Fooshang, an LO out of Houston, TX who went from closing 1-2 loans per month 2 years ago when he first started in the mortgage biz to currently closing 12-14 loans per month!
Eddie is going to share exactly what he did to create the business of his dreams – including the pivotal moves he made that boosted his biz (so you can swipe them and put them into action!), the biggest mistakes he made that cost him time and money (so you can avoid doing them!), and the key elements that enabled him to create an ever growing mortgage biz (a complete game changer for a new LO fresh out the gate!).
Here’s a taste of what Carl and Eddie discuss in this episode:
Nights and weekends (AKA “me” time) – That sacred time you get where you can choose to do whatever you want with whoever you want, unwind, and recharge your batteries so you’re on your A game for the work week ahead.
But, as we all know when it comes to the mortgage biz, preapproval letters don’t take nights and weekends off and to keep our clients and agents happy, it’s imperative to make sure they have those letters when they need them.
Carl White is joined by Jerry Williams, a seasoned LO out of Dallas, Texas who used to struggle with balancing staying present during nights and weekends due to having to generate preapproval letters at random times and on short notice. Jerry shares his ground breaking solution that not only changed his life and business, but enabled his agents to have access to the letters whenever they need them (while Jerry is off enjoying his “me” time)!
Here’s a taste of what Carl and Jerry discuss in this episode:
•The main problem loan officers face and a killer solution for it
•Creating balance between work and home life
•How to eliminate being your own bottleneck
•A tool that allows the borrows to be empowered around the numbers
•Preventing mistakes and enabling agents to be in control
How would you like to know every time one of your past clients is looking to get a new mortgage… automatically?
In this episode, you’ll see a super stealth tool that Carl is setting up in his own branch that is just way too cool for him not to share it with you.
Carl White interviews James Borden, a Mortgage Client Retention Strategist from RetainYourClient.com. James details his solution for not letting any past clients slip through the cracks to help you become their lender for life!
Here’s a taste of what Carl and James discuss in this episode:
To check out the ins and outs of how this system works visit RetainYourClient.com
As a brand new LO, breaking into the mortgage biz can be a daunting and sometimes downright frustrating endeavor – What do you do first? How do you get the “in” you’re looking for with a company? How do you set yourself apart from all the other newbies trying to break into the biz?
On the flip side – Branch managers are constantly faced with the decision to hire seasoned LOs or newbies fresh out the gate. Both have their advantages and disadvantages, but knowing what those are and how to prepare for them is the key to building a profitable branch.
On the next #1 rated podcast for LOs, Frank Garay from The National Real Estate Post and Carl White discuss this ins and outs of breaking into the Mortgage Biz as brand new LO and give you an inside look from a Branch Manager’s perceptive when it comes to acquiring and hiring new talent!
Here’s a taste of what Carl and Frank discuss in this episode:
Want to learn how LO Craig Bland’s team went from closing 15 loans a month to closing 79 loans last month? (BTW that’s 79 closed loans without taping into Zillow leads, radio advertising, or Facebook ads!)
On the next #1 rated podcast for LOs, you’ll get an inside look at what Craig Bland’s team did to catapult their business forward and secure a steady stream of referrals rolling in. Craig dives into the ins and outs of his business model and shares helpful tidbits that you can immediately plug into your business to see even more success!
Here’s a taste of what Carl and Craig discuss in this episode:
How to free up your time and avoid getting caught in the minutia
Crucial roles for team building and business growth
The art of letting go and adapting a new mindset
Scripting for new clients and delegating 1003s
How to build relationships with agents – the dos and don’ts
When it comes to working with tops agents, why is it that some loan officers successfully build solid referral partner relationships while others can’t seem to get a foot in the door?
In this episode of the #1 rated podcast for loan officers, Carl White and Ralph Watkins show you a “behind the scenes” look at what they do to not only build relationships with top A but ensure they get consistent referrals from them time after time!
Here’s what you’ll learn in this episode:
-How to qualify agents for optimal results
-Tips for building relationships that produce referrals
-The mindset behind overcoming the fear of rejection
-Co-marketing with agents — when is it a good match?
-The 3 actions that create a loyalty dynamic with top agents
Did you know that in the average loan process there are 115 steps? That’s 115 i’s to dot and t’s to cross, and that’s just for one file!
With so many moving parts, systems and automation become a key factor for creating a seamless flow from file to file, and help…
In this episode of the #1 podcast for LOs, Carl White and Mike Gulitz dive into:
Do you dread walking into the office every morning because you know as soon as you take a step inside, the floodgates will open, and you’ll spend the majority of your day just trying to stay afloat?
It doesn’t have to be that way.
In this episode of the #1 Podcast for LOs, you’ll learn an easy, yet powerful exercise that’ll help you de-clutter your workload to hone in on the activities that you actually LIKE to do (and have a knack for) all while closing even more loans!
Here’s a breakdown of what you’ll learn in this episode:
In this episode of the #1 Podcast for LOs, Ralph Watkins and Carl White map out how to approach a real estate office – that already has an in-house lender – so that you get most of their referrals.
Here’s a breakdown of what Carl and Ralph cover in this episode:
• Solutions for bypassing the "gatekeeper" (AKA receptionist)
• How to find the top agents in any real estate office
• Carl’s script for the classic line: “I already have an in-house lender that I work with."
• The 3 things all agents are looking for when working with an LO
• Why “Sweet Water Well” marketing is the key to building relationships
If you’re an in-house lender, don’t worry, we’ve got your back too! You’ll see how to capitalize on your inside advantage, and it’s easy… (25:26)
How to set yourself apart from other loan officers during times of rising rates so that you still get even more loans coming in.
There are 4 stages to attracting top agents –
Knowing the stages is the easy part, but knowing the action steps within each stage is what will set you apart from all the other LO’s knocking on the top producers’ doors.
In this episode, we’re joined by industry expert Ralph Watkins, who will guide us through the ins and outs of each stage, explore the benefits of having a comprehensive plan in place, and link together the importance of making small tweaks in your approach to see epic results.
Here's a glance at what Carl and Ralph discuss in this episode:
Loan Officer Freedom = closing a ton of loans, only working with agents you like, and working the hours you want to work.
Gaining control of these three areas of your business isn’t just some mirage in the distance; it’s a completely attainable goal that’s essential to finding the freedom you deserve in your business.
In this episode, we’re joined by my very good friend and Freedom Club coach, Ralph Watkins. Ralph and I break down the specifics to creating freedom within your business to give you a new perspective on what success really looks like.
Here's a glance at what Carl and Ralph discuss in this episode:
• 3 types of Freedom: Time, Financial, and Relationship
• Creating balance by setting new standards
• The key to creating a sustainable business
• The importance of having an abundance mentality
• Applying Parkinson’s Law to increase productivity
• And much more!!