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!!
In this episode, we’re joined by Darren Copeland, one of my personal clients out of Kansas City, Missouri. After joining The Freedom Club and putting in place the strategies and systems we teach, Darren saw a 400% increase in his business. Not only is Darren closing a steady stream of loans each month, but he’s doing it while working a 35 hour work week!
Here's a sampling of some of what Carl and Darren discuss in this episode:
When it comes to hiring an assistant, these are the three most common excuses I hear from LO’s:
1. "I only close 10 (or less) a year now. I can’t afford to hire an assistant.”
2. “My company won’t hire an assistant for me until I close X amount of loans a month.”
3. “An assistant would be nice, but I can manage on my own.”
Here’s the thing – No matter where you’re at in your business, you need help. Honestly, you can’t afford to NOT have help.
On a consistent basis with the loan officers I coach, I see their businesses double within 12 months (usually way less than that) from hiring a talented assistant who frees them up to concentrate on high pay-off activities to secure a constant flow of business.
In this episode, we brought back my good friend and Freedom Club coach, Ralph Watkins. Ralph has a knack for finding and utilizing assistants, and he’s here to walk us through the entire process!
Here’s a sampling of some of what Carl and Ralph discuss in this episode:
If you have questions about this topic, set up a free strategy call with one of our coaches at loanofficerfreedom.com/strategycallrequest
Do you have a month where you’re on fire and closing an amazing amount of loans, and then the next month the number of loans you close drops drastically and you can’t figure out why?
If that sounds like you, chances are you’re on what we like to call the “loan officer roller coaster.” In other words, you bring in new business, and then get stuck in the minutia of the loan process which takes you away from doing the activities that brought in the loans during the month you were on fire and smashing it.
It’s easier than you think to unbuckle your seat belt and get off of the “loan officer roller coaster,” but there are specific exercises and steps to take to create clarity and stability within in your business.
To chat about how to do just that, we’re joined by Ralph Watkins who specializes in coaching loan professionals around the country on this exact topic!
If you have questions about this topic, set up a free strategy call with one of our coaches at loanofficerfreedom.com/strategycallrequest
Do you find yourself stuck at a plateau of 5 loans a month, or perhaps 10 loans per month, or maybe you have been stuck at 15 loans per month and you are ready to bust through to the next level?
In this episode, you’ll see those things that may have been holding you back for the mortgage business you truly deserve.
If you have questions about this topic, set up a free strategy call with one of our coaches at loanofficerfreedom.com/strategycallrequest