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Archives
Now displaying: 2018
Dec 10, 2018

How to Increase your Business While having Freedom in your Life! - Part 2

Most of you know that I am an active Mortgage Branch Manager.  I just had my best month ever, and the month coming up is on track to set another personal best record.  All this while most branches across the nation have dropped by at least 27%.

On this edition of Loan Officer Freedom, the #1 Podcast for Loan Officers in the world, we are joined again for this continuation by Scott Hudspeth, a dear friend and one of my business partners.

In this 2nd episode, we will expand on how we model our branches and the mindsets we feel are crucial for your success and growth in this ever-changing mortgage business.

Scott and Carl share their thoughts and experience on:

  • What the secret sauce to our success is
  • What a loan partner is and why you need one
  • How to put together a Battle Plan to increase your business and get the staff you need to succeed
  • How to free yourself from what is holding you back from growth

After listening to this, let’s chat and map out your best month.  Set up a call with myself, Scott Hudspeth, or Ralph Watkins at LoanOfficerFreedom.com/StrategyCallRequest

Nov 26, 2018

What is the key to having a booming business in this current market?

Most of you know that I am an active Mortgage Branch Manager.  I just had my best month ever, and the month coming up is on track to set another personal best record.  All this while most branches across the nation have dropped by at least 27%.

On this edition of Loan Officer Freedom, the #1 Podcast for Loan Officers in the world, we are joined by Scott Hudspeth, a dear friend and one of my business partners.

In this episode, we will talk about how we model our branches and the mindset we feel is important for your success and growth in this changing mortgage world.

Scott shares his thoughts and experience on how to:

  • Implement an efficient workplace model
  • Create a great experience for your customers
  • Make more money by NOT letting staff go
  • Change your thinking regarding what workload you can handle

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

Nov 12, 2018

Times they are a-changing!

On this edition of Loan Officer Freedom, the #1 Podcast for Loan Officers in the world, we are joined by my dear friend Sue Woodard, one of the leading experts in the mortgage community.

In this episode, Sue will give us her tips on how to not only survive but thrive in this current purchase-driven market.

Sue gives us her best tips on:

●       How to nurture your leads to form real relationships that convert into Closings

●       Building your Personal Brand

●       Getting more referrals from Realtors and people in your community

●       Adjusting your business to succeed in this purchase focused market

●       The importance of the HUMAN equation, enhanced by technology

●       Updating your business model to reflect the, now adult, millennial demographics' demands and needs

●       Organizing and managing your time

●       How to gain a customer for Life 

About Our Guest: 

Sue Woodard brings over 25 years of mortgage industry experience, strategic vision and leadership to her role as Chief Customer Officer. Her focus is on helping clients achieve greater productivity and long-term success.

Total Expert is a first enterprise-grade marketing operating system for lenders, that puts the tools into originators hands to actually drive revenue with marketing at www.TotalExpert.com or reach out directly to Sue through her LinkedIn.

If you have questions about this topic, set up a free strategy call with one of our coaches at LoanOfficerFreedom.com/StrategyCallRequest

Oct 16, 2018

How We Get More Leads And Referral Partners!

Put yourself in front of the buyer and get more referrals with Listing Booster.

On this edition of Loan Officer Freedom, the #1 Podcast for Loan Officers in the world, we are joined by Frank Garay, who runs the #1 Video Blog for Loan Officers.

He's here to teach you the winning combination for a constant flow of new leads and a better relationship with established agent referral partners and attracting new agents using this breakthrough new system called Listing Booster.

Here are some tips you will walk away with today:

  • Becoming a part of the incoming lead process
  • Connect yourself to the referral partner's MLS Listing
  • Create value for your agents with marketing materials and dedicated websites for their listings
  • Convert those leads into lasting relationships and extending your pipeline.
  • How to use Facebook to extend your reach and put yourself in front of the loan seeking people in your area.

We have a special rate for our Loan Officer Freedom listeners. You can get more information and take advantage of this discounted offer here: www.ListingBooster.com/Corporate/Register/Animals

If you have questions about this topic, set up a free strategy call with one of our coaches at LoanOfficerFreedom.com/StrategyCallRequest

Oct 1, 2018

How to Have it ALL!

On this edition of Loan Officer Freedom, the #1 Podcast for Loan Officers in the world, we are joined by Kim Rivas, a loan officer that is one of our leaders in The Freedom Club for Loan Officers. In this episode, you will hear how Kim is able to not only crush her numbers of loans closed, but also have time for herself and her family.

Here’s a taste of the strategies Kim shares on how she:

  • Balances work life and home life.
  • Sets consistent goals for work-time and free-time.
  • Utilizes the team to keep business on track and running smoothly.
  • Leaves work by 4pm every day all while still bringing in consistent business and closings.

If you have questions about this topic, set up a free strategy call with one of our coaches at loanofficerfreedom.com/strategycallrequest

Sep 17, 2018

Today on our #1 rated podcast for Loan Officers, you can hear more about this amazing way of changing your approach to sales and beyond. Carl and Richard talk about goal setting and having a 10X mindset. Our guest Richard, spoke with Carl about this life-changing approach that can not only help you succeed in your professional career, but can be used to help your family and your life successes as well.

Richard truly brought his expertise in this field to the conversation and covered many topics for making more sales, setting bigger goals, and closing more leads that will help you succeed in ways you never thought possible before!

Everyone works harder when they’re excited, and this podcast will bring some new ways of thinking that will help you get excited about your future as a Loan Officer or in any field. Sometimes it's good to be unreasonable when it comes to goal setting!  “Who gets excited about realistic goals?” Think bigger, think farther, let go of the fear of failure and go bigger than you ever thought possible. “You must think and act in a wildly different way than you ever previously have”- Grant Cardone, Author of The 10X Rule: The Only Difference Between Success and Failure

Sep 3, 2018

As we wrap up a 3-part series with SEO expert & Facebook guru, Chris Johnstone! You’ll learn about online marketing platforms with strategies tailored specifically to LO’s & the mortgage industry — including Facebook ad examples that have proven results & retargeting tips that will help you stay in front of actual buyers & sellers online!

Aug 20, 2018

Past clients are like mini gold mines when it comes to generating referrals, but the catch is knowing where & how to dig for the gold!

To help us hone in on the where & how, Carl White is joined by SEO expert & Facebook guru, Chris Johnstone!

Chris works directly with LOs to help them create & establish an online presence that outshines the competition & stands out from the norm.

By tying together follow-up & social media, you’ll learn online strategies & industry specific techniques to produce organic leads from past clients time & time again!

Hot Topics:
• Facebook strategy 1: How to create engagement with past clients (04:33)
• Facebook strategy 2: How to stay top of mind & generate referrals (11:48)

BONUS: Top performing Facebook ads that you can swipe & post right away (22:28)

Get to know Chris: Chris is the CEO of ConnectionIncorporated.com, an SEO company based in Guelph, Ontario that focuses on ethical and strategic search engine optimization services and digital marketing campaigns that help businesses increase traffic, reputation & sales. Connection Incorporated is the leading expert on generating high quality leads for the mortgage industry & increasing online visibility.

To receive a FREE PDF copy of the top performing Facebook ads from Chris, send an email to info@connectionincorporated.com or call (855) 432-3990.

Aug 6, 2018

Google has made a lot of changes lately, but the most notable for lead generation is the way their search engine works & how local businesses show up in searches.

What does that mean for your loan business?

Find out on the next #1 rated podcast for LOs, where Carl White kicks off a 3-part series with his good friend & SEO expert, Chris Johnstone!

You’ll learn the most up-to-date “how to” strategies for enhancing your website’s SEO, easy-to-implement techniques for generating organic traffic, & how to position yourself in Google’s 3-pack for your local marketplace!

Hot Topics:
• Google’s new search engine changes (03:05)
• 3 things you can do right now to get on the front page of Google (4:57)
• A content plan that’ll improve your SEO (07:34)
• How to get a FREE website analysis & detailed report (12:55)
• A cool tool to see your competition’s backlinks (17:18)
• Online reviews & rankings - proven strategies to double your reviews (22:47)

Get to know Chris: Chris is the CEO of ConnectionIncorporated.com, an SEO company based in Guelph, Ontario that focuses on ethical and strategic search engine optimization services and digital marketing campaigns that help businesses increase traffic, reputation & sales. Connection Incorporated is the leading expert on generating high quality leads for the mortgage industry & increasing online visibility.

For a short time, Chris is offering a FREE website analysis & custom site optimization plan that includes everything you need to properly optimize your site! Don’t delay on this one as there are limited spots available — and they go fast!

Jul 23, 2018

On the next #1 rated podcast for LOs, Carl White is joined by speaker, coach & trainer, Roberto Monaco! Roberto has conducted over 4,500 presentations around the world covering topics that range from public speaking to video marketing.

You’ll learn TONS of helpful tips for communicating, presenting & influencing (in a totally cool way, of course!)

Whether you’ve done presentations before, are looking for tips to fine-tune your skills, or are completely new to the craft, this Q&A styled episode will give you a clear view of how to use presentations to build relationships with agents that produce real referrals!

Jul 9, 2018

One of the hardest things about being a Loan Officer is trying to find the balance between Loan Getting activity, and business fulfilment activity. Don’t you wish there was an easy way to eliminate all your “busy work” so that you can focus on getting more referrals and closing more loans?

We’ll let you in on a little secret: There absolutely is an easy way to do that. It’s called a CRM.

In the latest episode of the #1 podcast for LO’s, Carl White and Wes Oliver discuss the life-changing benefits of utilizing a CRM, and how Wes increased his closing rate by almost 400% in the first 3 weeks he had his CRM up and running.

In this episode, you’ll learn:
- What a CRM is
- Why your business needs one
- How to increase overall productivity with a CRM
- How to blend your CRM with follow-up methods you’re already using
- How to customize your CRM to your business

And best of all:
- How to free up your time for loan getting activity through CRM automation

Jun 25, 2018

This may be one of the coolest things I have seen in my almost 20 years of loan origination… and I think I have seen it all!

This is a must listen to episode as I interview a true legend of on-line lead conversion, the guru himself, Costas Peppas.

After you have listened to the podcast, one of the things we talked about can be found at AgentLegendLO.com

Jun 11, 2018

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.

Jun 4, 2018

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 28, 2018

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.

May 14, 2018

On this newest edition of Loan Officer Freedom, the #1 Podcast For Loan Officers in America, you will hear call interview Kory Kavanewsky, a loan officer that closed $116 Million in loans last year and one of our leaders in The Freedom Club for Loan Officers.

  • You’ll hear what his team looks like
  • How to go from 4 loans per month to 24 loans per month (like he did)
  • What he sees as his “secret sauce” for epic growth and bringing in more business.
Apr 27, 2018

Looking for another way to engage with Real Estate Agents? Want to impress a few top producers with your amazing intellect? Teach a CE class! Or any class that helps Real Estate Agents market or understand mortgages better.

In this podcast we will discover how Katie White used Lunch & Learns and CE classes to increase her production by 300% in just 12 months.

Here’s a taste of what Carl and Katie discuss in this episode:

• CE Classes or any type of class? Where to start.
• What type of content and where to get it
• How to get butts in the seats, by involving your favorite title company.
• How to turn classes into loans (FOLLOW UP)
• What the follow up looks like and who does it
• How often should you teach the classes
• What do you do if someone asks questions you don’t know the answer to
• How to handle the increase in business, so you can teach more classes

Apr 9, 2018

You hear a lot of people claiming to have doubled their business by doing one simple trick.

If you’re like me, you’re probably thinking “yeah…..right.”

But Freedom Club member David Krichmar actually doubled his business.

And guess what else?

He did it without adding a single extra hour to his workday.

Find out how David increased his closing rate by 96% in the span of a year and secured his spot as the unicorn of the LO world in our latest podcast 

In this episode, Carl and David go over what he did, step by step, to reach his goals, so that you can get to that level of awesome too.

Mar 23, 2018

This is the first in a series where Ralph and Carl talk about the 5 things all top producers have in common.

How many of these 5 things are you doing in your mortgage business?

Mar 6, 2018

Tired of teaching classes and putting together boring power points? Maybe you’ve never taught a class because its just not your thing. Here’s an awesome alternative! 

In the next episode of the #1 rated podcast for LOs, in the world. Thanks to you! We chat with Suzanne Downs, a loan officer in Beautiful West Palm Beach, and she tells us how she shows appreciation for the people that send her business, which results in even more business, all while also creating a fun and relaxed atmosphere for people she wants to do business with! 

Here’s a taste of what Carl and Suzanne cover in this episode.

  • How to set up the event.
  • Choosing a venue.
  • How to send out the invites.
  • Some extra do’s and don’ts.
  • Plus some tips and tricks to get some sponsors to cover the tab!
Feb 6, 2018

In this episode, Brady Webb chats with us about how he unwinds before his day even begins, which has helped him see impressive growth in his business while keeping his stress down. 

Brady’s 3 Steps to less stress:

  • He goes to the gym first thing in the morning, 30-45 minutes max.
  • He has a team in place at the office to solve the daily minutia.
  • He is closing more loans, which actually gives him less stress.
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