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Podcast title Loan Officer Freedom
Website URL http://loanofficerfreedom.com/...
Description How to close more loans while working less. Powered by Mortgage Marketing Animals
Updated Mon, 17 Jun 2019 14:35:20 +0000
Image Loan Officer Freedom
Category Business
Education
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Link to this podcast Loan Officer Freedom

Episodes

1. How To Have a Lifestyle Business as a Loan Officer
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Description:

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



2. Using Online & Offline Lead Generation
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Description:

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.

3. How To Attract Business on LinkedIn
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Description:

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.



4. Making A Transition - Part 3
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Description:

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.



5. How To Keep People From Shopping Your Rates
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Description:

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.



6. Making A Transition (Part 2)
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Description:

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.



7. Making A Transition - Part 1
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Description:

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.



8. How You Can Become Even More Referable
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Description:

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



9. How To Go From 0 - 10+ Closed Loans Per Month
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Description:

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

10. How To Originate VA Loans
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Description:

Are you trying to help the military community? On today’s episode of Loan Officer Freedom, the #1 podcast for Loan Officers, I sit down with a very special guest Mr. VA Loan himself, Ken Bates. I had the opportunity to meet Ken at a NAMB meeting in California and encouraged him to join me here on the Loan Officer Freedom podcast.

Ken has been in the mortgage industry for 15 years and is now a Branch Manager based out of beautiful San Diego, California. He was in the US Navy for more than 20 years and I want to be the first to say, thank you for your service. With his experience in the Navy, it’s no surprise that he is known as Mr. VA Loan. Today, we will discuss:

How Loan Officers can originate VA Loans How to really get the most out of VA benefits How you can become specialized in VA Loans

11. What Is Your One Thing
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Description:

On this edition of Loan Officer Freedom, the #1 Podcast for Loan Officers in the world, we have a very special guest, Ralph Watkins, the man who helped Carl get into the Mortgage Industry. On this episode, Carl and Ralph will discuss how to map out and reverse engineer your actions so you can find your “one thing.” The ONE THING that is going to make you the most amount of money in your business.

What is that one thing for you? Many people think their one thing is:

Taking applications Going to closings Meeting with realtors or listing agents

Listen in to find out exactly how you can map out your actions and find the one thing you do that gets you the most amount of money.

On this edition of Loan Officer Freedom, the #1 Podcast for Loan Officers in the world, we have a very special guest, Ralph Watkins, the man who helped Carl get into the Mortgage Industry. On this episode, Carl and Ralph will discuss how to map out and reverse engineer your actions so you can find your “one thing.” The ONE THING that is going to make you the most amount of money in your business.

What is that one thing for you? Many people think their one thing is:

Taking applications Going to closings Meeting with realtors or listing agents

Listen in to find out exactly how you can map out your actions and find the one thing you do that gets you the most amount of money.

If you have any questions about this topic, set up a Free Strategy Call with one of our coaches at loanofficerfreedom.com/strategy/callrequest 



12. How To Use Video Marketing In Your Business
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Description:

On this edition of Loan Officer Freedom, the #1 Podcast for Loan Officers in the world, we talk to Christine Haas about video marketing. Christine spent 17 years in broadcast journalism and has received numerous accolades including winning more than 15 Emmy Awards! She is a wealth of knowledge when it comes to video broadcasting and being on camera. Today, we discuss all things video marketing and how it will move the needle forward for your business.

What kind of videos should you record How video marketing engages your audience How long should each video be?

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



13. How To Avoid Distractions - Ep. 48
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Description:

On this edition of Loan Officer Freedom, the #1 Podcast for Loan Officers in the world, we have a special guest, Mr. Mike Cardascia. Mike is a Mortgage Marketing Animals team member, script, and strategy guru. Today, we discuss how our listeners can avoid distractions and complete marketing activities that will help you run a successful business.

Mike & Carl share their thoughts about:

What the shiny whistles, or distractions, are in your business Why loan officers don’t call their past database & what will help Half-built bridges; completing a marketing activity through to completion before moving on to another strategy.

 



14. Quicken is the Number 1 Mortgage Firm
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Description:

On this edition of Loan Officer Freedom, the #1 Podcast for Loan Officers in the world, we sit down with Robert Fillyaw. Robert is a dear friend, Freedom Club leader, and a Loan Officer with AnnieMac Mortgage. Together with his team, Robert closes nearly 60 loans per month.

Today, Carl and Robert discuss why they both believe Quicken is the best. Both have learned so much from Quicken and have put some of the company’s practices into their own business. Much of the conversation focuses on providing a convenient service to customers and that the systems and the people are what builds a strong mortgage business. Robert shares his thoughts and experiences on:

The promotion of convenience in Quicken’s advertising. His branch’s process when a customer calls looking for an application. Assessing personality traits when hiring. How he manages to consistently close so many deals each month.

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

 

Robert Fillyaw

Branch Manager

AnnieMac Home Mortgage

Robert is a Branch Manager who specializes in finding the right loan for his clients. He especially enjoys working with first time home buyers along with his more experienced clients. With more than 10 years of lending experience, he focuses his efforts in Gainesville and the surrounding areas.



15. How To Attract Top Talent
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Description:

On this edition of Loan Officer Freedom, the #1 Podcast for Loan Officers in the world, a very dear friend of mine (known each other for years) Rayce Robinson out of Orlando, Florida. Rayce is a mortgage broker that has his own company, Mid Florida Mortgage Professionals, and has done very well for himself. He also happens to be a leader in the Freedom Club.

In this episode, you’ll learn how Rayce has built his own team, and more specifically:

Where to find a team Where to place the ads Video ads that attract top talent

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

About Our Guests:

 

Rayce Robinson
Senior Mortgage Loan Officer
Mid Florida Mortgage Professionals

Rayce is a lifelong resident of “The Sunshine State”. He loves living in Florida and the Florida lifestyle. When Rayce isn’t busy helping clients, he can be found spending time with his wife and three children, hiking, surfing, and playing tennis. He and his family also support many local activities throughout their community and through their church.



16. Getting A Lot Done In A Very Short Period Of Time
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Description:

On this edition of Loan Officer Freedom, the #1 Podcast for Loan Officers in the world, we are joined by Craig Bland and Dave Flashner, both leaders in the Freedom Club. Dave and Craig discuss how Dave is able to complete 90-100 units per year through very diligent organization and scheduling, despite his limited availability.

In this episode, you’ll learn the key to Dave’s high production:

Surrounding himself with the right people Aiming for high production by targeting specific agents and listings Using old school and new school techniques to keep in contact and build relationships Running his job like a business

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

About Our Guests:

  

Dave Flashner            Craig Bland
Senior Loan Officer       Branch Manager

Dave is a full-time firefighter who is a prolific loan officer in his “spare time” at Success Mortgage Partners. Dave’s goal in the Mortgage Business is to make a positive difference in people’s lives, first and foremost.

Craig is the Branch Manager at the same Success Mortgage Partners office where Dave works. Craig’s absolute passion is helping loan officers realize their dream. He recruits, trains and mentors some of the nation’s top MLOs.



17. Women In The Mortgage Industry
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Description:

On this edition of Loan Officer Freedom, the #1 Podcast for Loan Officers in the world, I am joined by my partner Tammy Schneider and our guest Kelsey Rauchut. Kelsey is the National Business Development Manager at Annie-Mac Home Mortgage, working alongside some of the top mortgage professionals.

We will be diving into the world of women in the mortgage industry and how to set yourself up to be successful [as a woman] in the workforce during this insightful conversation.

In this episode, you’ll learn:

Kelsey’s background and how she got to where she is today The importance of following up Connecting with people and making first contact Figuring out your why Setting up routines Finding your tribe and those who need your help

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

About our Guest: 

Kelsey Rauchut

Branch Manager

Kelsey is currently in New Jersey working with Annie Mac Home Mortgage. She has been working with them since 2014, shortly after graduating college with a degree in communications and a minor in sociology. After a short period of time, she was promoted to National Business Development Manager. If you would like to get in touch with Kelsey, find her on LinkedIn or check out her podcast, The Inside Edge.



18. How The Top Performers In The Industry Do It
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Description:

Podcast Episode: How The Top Performers In The Industry Do It

Get instant access to the podcast HERE

Why some loan officers are having their best month ever while others are going out of business?

On this edition of Loan Officer Freedom, the #1 Podcast for Loan Officers in the world, we are joined by Vince Ingui, SVP Retail Branch Sales at Annie-Mac out of New Jersey.

I recently went to their yearly sales meeting and was able to observe some of the top performers in the business. So what are Vince’s top performers doing? If you are struggling, what can you do to start turning thing around? We talk about just that - What top performers are doing, how to turn things around, and how to cope with low inventory.

Go here to listen right now at: loanofficerfreedom.com (Get it on iTunes here or Download it here)

In this episode, Vince and Carl discuss:

The importance of connecting with your clients How Vince’s company uses time-blocking Giving value to agents to differentiate yourself That with the right systems and processes in place, you can be successful in this industry How it’s not the most charismatic person that’s the most successful, it’s the one that consistently gets it done What you can do if you are struggling right now How to cope with a low inventory How offering renovation loans can enhance your business

About Our Guest:

Vince Ingui
SVP Retail Branch Sales

Vince Ingui is the SVP Retail Branch Sales at Annie-Mac in New Jersey. He has also been a regularly featured mortgage expert in multiple television, radio, print and digital media publications.

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

 



19. Best Year Ever… While Traveling The Country In A Motorhome.
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Description:

On this edition of Loan Officer Freedom, the #1 Podcast for Loan Officers in the world, we are joined by Brian Kimball, one of our Freedom Club members, who travels the country with his family full time all while working and writing loans out of his motorhome and having his best year ever!

His headquarters are out of Southern California. But his branch is becoming fully virtual and is transitioning to be nationwide.

Brian discusses how he can work remotely while:

Increasing the business and loans he was closing when in an office Keep up his Referral relationships using Technology Using his unique situation to further strengthen his connection to Listing Agents Working 40 hours or less and spending real quality time with his family

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

About our Guest:

Brian Kimball
Sr. Mortgage Banker at Waterstone Mortgage Corporation

Brian is one of Orange County's leading lenders and utilizes cutting-edge technologies, partnered with a unique focus on customer service to provide his business partners and clients with the most reliable, consistent and positive experience for their mortgage and real estate needs.



20. How to Increase your Business While having Freedom in your Life! - Part 2
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Description:

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



21. How our Branch is Having our Best Month Ever!
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Description:

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



22. What are Loan Officers doing to be prepared for drastic changes in the industry?
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Description:

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



23. How We Get More Leads And Referral Partners!
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Description:

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



24. Creating Your Own Freedom Through A Solid Work & Home Life Balance
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Description:

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



25. Richard Smith - Having A 10X Mindset
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Description:

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



26. How To Use Facebook, Google, & Retargeting Ads To Create A Steady Stream Of Referrals
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Description:

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!



27. How To Create Engagement & Generate Referrals From Past Clients Using Facebook
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Description:

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.



28. How To Get Loans From The Front Page Of Google (Part 1)
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Description:

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!



29. The Power of Presentations for Business Growth
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Description:

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!



30. How to Scale your business through Automation
http://loanofficerfreedom.mma.... download (audio/mpeg, 31.43Mb)

Description:

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



31. Turning On-Line Leads To Closings…Using Automation
http://loanofficerfreedom.mma.... download (audio/mpeg, 48.15Mb)

Description:

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



32. Making A Transition – Part 3
http://loanofficerfreedom.mma.... download (audio/mpeg, 28.14Mb)

Description:

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.



33. Making A Transition – Part 2
http://loanofficerfreedom.mma.... download (audio/mpeg, 24.70Mb)

Description:

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.



34. Making A Transition – Part 1
http://loanofficerfreedom.mma.... download (audio/mpeg, 24.93Mb)

Description:

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.



35. Going From 4 Loans To 24 Loans Per Month
http://loanofficerfreedom.mma.... download (audio/mpeg, 27.15Mb)

Description:

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.

36. Teaching Classes to Engage New Real Estate Agents
http://loanofficerfreedom.mma.... download (audio/mpeg, 24.79Mb)

Description:

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



37. 96% increase in closings with David Krichmar..How he did it
http://loanofficerfreedom.mma.... download (audio/mpeg, 28.39Mb)

Description:

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.



38. 5 Things That The Top Producers Have In Common
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Description:

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?



39. The Monthy Mixer: Relationship Marketing
http://loanofficerfreedom.mma.... download (audio/mpeg, 30.19Mb)

Description:

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!

40. Managing The Stress
http://loanofficerfreedom.mma.... download (audio/mpeg, 30.13Mb)

Description:

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.

41. An Actual Plan For Your Epic 2018
http://loanofficerfreedom.mma.... download (audio/mpeg, 30.25Mb)

Description:

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!



42. How To Build A Team For Ultimate Growth
http://loanofficerfreedom.mma.... download (audio/mpeg, 33.40Mb)

Description:

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:

Mindset: The evolution of a loan officer Dividing sales activities and fulfillment activities Team roles and responsibilities mapped out Knowing what’s in your wheelhouse for delegation How to create complete clarity within a team structure

43. A Daily Success Plan
http://loanofficerfreedom.mma.... download (audio/mpeg, 60.22Mb)

Description:

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:

How to go from closing 5 loans a month to 10+ a month 3 intentional daily action items that are a “must do” for success Scripts for reaching out to agents and current/past clients The importance of building structure to create freedom Brian’s blueprint for setting your week up for optimum results

44. 5 Strategies For Maximizing Realtor Referrals
http://loanofficerfreedom.mma.... download (audio/mpeg, 26.06Mb)

Description:

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:

Dave’s 5 strategies for increasing referrals into closed loans Taking referrals and converting them into clients for life How to create a competitive advantage in your local market Figuring out what is hot in your market and “productizing” that angle How to get even more referrals from your current realtor partners

45. How to Triple Your Business as a Brand New LO
http://loanofficerfreedom.mma.... download (audio/mpeg, 29.37Mb)

Description:

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:

Creating an identity for success Reverse engineering your goals to create a plan of action Tips for expanding your biz - what to avoid & what to focus on How to build relationships with top agents when you’re brand new to the biz How to build a network of realtors by doing 3 things consistently

46. How to Create Time Freedom in Your Business
http://loanofficerfreedom.mma.... download (audio/mpeg, 22.95Mb)

Description:

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

 



47. The Secret Weapon
http://loanofficerfreedom.mma.... download (audio/mpeg, 24.94Mb)

Description:

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:

A clever way to stay in front of your past clients Scripts for recapturing past clients How to get a 30%-60% conversion rate when following up with past clients The importance of brand recognition in the mortgage industry Why avoiding making phone calls will cost you in the long run

To check out the ins and outs of how this system works visit RetainYourClient.com



48. How to Jump-Start Your Career as a Brand New LO
http://loanofficerfreedom.mma.... download (audio/mpeg, 28.78Mb)

Description:

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:

How to break into the biz as a brand new LO Building a foundation to gain an advantage over the competition The pros and cons of hiring seasoned LOs vs newbies Training newbies - putting in the time to see results Having “skin in the game” to build for the future

49. Top Producing LO Shares His Success Secrets
http://loanofficerfreedom.mma.... download (audio/mpeg, 29.48Mb)

Description:

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

 



50. "Fishing for Whales” - How to Approach Working with Top Agents
http://loanofficerfreedom.mma.... download (audio/mpeg, 31.53Mb)

Description:

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



51. How to Use Systems and Automation to get a Massive Footprint Fast
http://loanofficerfreedom.mma.... download (audio/mpeg, 29.20Mb)

Description:

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… 

Your loans close on time, or even early! (#1 thing agents want from a lender)  Ensure your clients and agents get amazing communication throughout the loan process. (#2 thing agents want from a lender)

In this episode of the #1 podcast for LOs, Carl White and Mike Gulitz dive into:

The #1 thing that holds most LOs back: Reactive Mode vs. Proactive Mode (02:52)

Creating Systems and Automation that support continual growth (10:35)

Building for the future — key elements for taking your business to the next level (28:39)

52. Closing Even More Loans in Even Less Time
http://loanofficerfreedom.com/... download (audio/mpeg, 37.87Mb)

Description:

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:

An exercise to fine-tune your work day - The Ax of Freedom Designing the business you’ve always wanted Hiring strategies for your current needs The mindset behind growing a successful business “Front of the line pass” script to use with agents and clients

53. Getting Loans From Closed Offices
http://loanofficerfreedom.mma.... download (audio/mpeg, 31.57Mb)

Description:

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)

 



54. How To Close Even MORE Loans With Rising Rates
http://loanofficerfreedom.mma.... download (audio/mpeg, 78.11Mb)

Description:

How to set yourself apart from other loan officers during times of rising rates so that you still get even more loans coming in. 

Strategies for answering the classic question of “What’s your rate?” (04:21)  The one question you must always ask agents when you have that 1st meeting with them that will help you get that first referral from them. (18:04)  How to answer your client when they ask “Should I float or lock?” (20:39)
(get this one right, you’re a hero, get it wrong and it could be a disaster…)

55. Attracting Top Agents
http://loanofficerfreedom.mma.... download (audio/mpeg, 56.03Mb)

Description:

There are 4 stages to attracting top agents –

Identifying Qualifying Converting Securing

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:

The 4 stages to attract top agents How to develop relationships into results Fine-tuning your mindset for success How to categorize top agents into 3 specific groups Coffee meetings - making the right impression & topics to avoid And much more!!

56. The 3 Freedoms
http://loanofficerfreedom.mma.... download (audio/mpeg, 62.37Mb)

Description:

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!!



57. You can close MORE loans while working LESS hours
http://loanofficerfreedom.mma.... download (audio/mpeg, 33.33Mb)

Description:  

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:

The importance of letting go to move forward The Daily Success Plan (DSP) Team structure and responsibilities Darren’s Plug and Play System The key to building genuine relationships with agents And much more!!

58. Getting Rid of the Craziness…
http://loanofficerfreedom.mma.... download (audio/mpeg, 29.74Mb)

Description:

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:

The mindset for successful team building How to close more loans while working less A list of tasks your assistant should do Investing ahead to create continual growth How to establish an accountability dynamic And much more!!

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



59. The Loan Officer Roller Coaster
http://loanofficerfreedom.mma.... download (audio/mpeg, 25.57Mb)

Description:

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



60. These Things May Be Holding You Back From Closing More Loans
http://loanofficerfreedom.mma.... download (audio/mpeg, 29.39Mb)

Description:

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