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Loan Officer Freedom

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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...

Duration: 00:15:58

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...

Duration: 00:17:24

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...

Duration: 00:20:12

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...

Duration: 00:24:52

"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...

Duration: 00:22:53

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...

Duration: 00:21:17

Closing Even More Loans in Even Less Time

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...

Duration: 00:27:30

Getting Loans From Closed Offices

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...

Duration: 00:27:34

How To Close Even MORE Loans With Rising Rates

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...

Duration: 00:34:06

Attracting Top Agents

There are 4 stages to attracting top agents – IdentifyingQualifyingConvertingSecuring 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...

Duration: 00:24:26

The 3 Freedoms

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...

Duration: 00:27:12

You can close MORE loans while working LESS hours

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 forwardThe Daily...

Duration: 00:35:16

Getting Rid of the Craziness…

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...

Duration: 00:31:22

The Loan Officer Roller Coaster

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...

Duration: 00:26:47

These Things May Be Holding You Back From Closing More Loans

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.

Duration: 00:32:05

These Things May Be Holding You Back From Closing More Loans

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.

Duration: 00:32:05