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Making A Transition – Part 3

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...


Making A Transition – Part 2

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...


Making A Transition – Part 1

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...


Going From 4 Loans To 24 Loans Per Month

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.


Teaching Classes to Engage New Real Estate Agents

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...


96% increase in closings with David Krichmar..How he did it

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...


5 Things That The Top Producers Have In Common

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?


The Monthy Mixer: Relationship Marketing

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...


Managing The Stress

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:


An Actual Plan For Your Epic 2018

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!


How To Build A Team For Ultimate Growth

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...


A Daily Success Plan

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...


5 Strategies For Maximizing Realtor Referrals

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...


How to Triple Your Business as a Brand New LO

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...


How to Create Time Freedom in Your Business

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...


The Secret Weapon

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 James details his solution for not letting any past clients slip through the cracks to help you become their lender for...


How to Jump-Start Your Career as a Brand New LO

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...


Top Producing LO Shares His Success Secrets

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...


"Fishing for Whales” - How to Approach Working with Top Agents

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...


How to Use Systems and Automation to get a Massive Footprint Fast

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...