Loan Officer Team Training with Irene Duford

In this episode of Loan Officer Team Training, I'm joined by the amazing Jessica Van Nuland to talk all about using Instagram as a powerful marketing tool—especially for loan officers. Jessica shares her story of how she got into Instagram coaching and gives some really helpful tips on how to use storytelling, authentic engagement, and creativity to connect with your audience in a way that feels natural and not salesy.We also dive into how to create content that really speaks to people, the importance of verification on social platforms, and how to get past that perfectionism that can hold us back from posting in the first place. If you've ever felt unsure about showing up on Instagram, this episode is full of encouragement and practical advice to help you get started and stay consistent!Episode Resources:Connect with Jessica: https://www.instagram.com/jessvannuland/Join Forward Academy: https://www.forwardacademy.comGet Loan Team Training for YOUR Team: loanteamtraining.comWatch my podcast on YouTube: https://youtu.be/G0F85Gef-8MFollow me on Instagram (https://www.instagram.com/itsireneduford/)Follow me on LinkedIn (https://www.linkedin.com/in/ireneduford/)Follow us on Facebook: (https://www.facebook.com/LoanTeamTraining)Email: ireneandkevin@loanteamtraining.comEpisode Highlights:00:00 Introduction to Jess Van Nuland01:32 Journey to Becoming an Instagram Coach02:58 Simplifying Instagram for Beginners05:40 The Importance of Authenticity on Social Media08:07 Transitioning from Old to New Video Strategies11:19 The Power of Success Stories12:18 Engagement Strategies on Instagram17:02 Building Real Connections through DMs23:19 Different Types of Instagram Posts24:23 Leveraging the Algorithm for Growth26:16 Rediscovering Creativity through Instagram29:18 Mental Health and Personal Growth30:14 The Power of Community and Gratitude31:04 Overcoming Fear and Building Resilience33:16 Legacy and Living Without Regrets35:24 Authenticity in Social Media37:33 Engagement Strategies for Social Media39:27 Understanding Instagram Features and Strategies43:07 The Impact of Instagram Live46:12 Creating Meaningful Connections Through Content

In this episode, I sit down with Trevor York—Loan Officer and founder of Lynkspot—for a truly inspiring conversation. Trevor shares his journey through the mortgage industry and talks about how focusing on the customer experience, dialing in your messaging, and using social media effectively can make a huge difference in your business. He walks me through what Lynkspot is all about and how it's helping loan officers simplify their marketing in one easy-to-use platform.We also chat about mindset, the ups and downs of growing through adversity, and how personal growth plays a big role in professional success. Trevor opens up about how his family has shaped his perspective, and I just love his genuine passion for helping others in the industry. He reminds us to celebrate the wins—big or small—and to keep lifting each other up. You're going to walk away from this one feeling encouraged and ready to take action!Episode Resources: Learn more about Lynkspot: https://lynkspot.comConnect with Trevor: https://www.instagram.com/trevyork/Get Loan Team Training for YOUR Team: loanteamtraining.comWatch my podcast on YouTube: https://youtu.be/1kEint2d218Follow me on Instagram: https://www.instagram.com/itsireneduford/Follow me on LinkedIn https://www.linkedin.com/in/ireneduford/Follow us on Facebook: https://www.facebook.com/LoanTeamTrainingEmail: ireneandkevin@loanteamtraining.comEpisode Highlights:00:00 Introduction to Trevor York and Lynkspot02:22 Trevor's Journey as a Loan Officer04:19 The Birth of Lynkspot05:15 The Importance of Customer Experience09:16 The Role of Messaging and Packaging11:19 Extracting Authenticity in Communication17:08 Overcoming Challenges in Video Communication23:16 Understanding Lynkspot's Features and Benefits30:07 Mindset Matters: Cultivating Positivity37:27 The Power of Gratitude and Faith44:24 Strengths and Weaknesses: A Dual Perspective45:31 Empowering Others: The Ripple Effect of Support50:12 Learning from Family: The Cycle of Growth53:06 Closing Thoughts: The Value of Connection and Learning

In this episode, I had the absolute pleasure of talking with Dr. Shad Helmstetter about the powerful role self-talk plays in both personal development and parenting. We explored how the words we say to ourselves, and to our children, can shape confidence, self-esteem, and overall well-being. Dr. Helmstetter shares some fascinating insights into the neuroscience behind self-talk and how it literally programs the brain, for better or worse. Whether you're a parent or not, this will really hit home.We also talked about how we, as parents and educators, have a responsibility to help kids develop positive inner dialogue from a young age. Dr. Helmstetter offered practical ways to shift negative thought patterns and even walked through how to teach self-talk to children in everyday life. The ripple effect of these conversations can be life-changing—not just for our kids, but for future generations. This episode will speak to you as a parent, leader, or anyone who wants to create lasting impact—starting with the words we use.It was such a meaningful discussion, and I can't wait for you to hear it.Where to get self talk:https://selftalkplus.comhttps://shadhelmstetter.comBooks by Dr. Shad HelmstetterWhat To Say When You Talk to Yourself - https://a.co/d/194hJmdPredictive Parenting-What To Say When You Talk to Your Kids - https://a.co/d/6IOXgmqWho Are You Really and What Do You Want? - https://a.co/d/9wUQuMnThe Power of Neuroplasticity - https://a.co/d/j9c1qK5Negative Self Talk and How to Change it - https://a.co/d/ffLdSZYThe Self Talk Solution - https://a.co/d/cNWqxsxWatch this podcast on YouTube: https://youtu.be/AEgkGMCGaiIGet Loan Team Training for YOUR Team: https://loanteamtraining.comLet's Connect:Instagram – @itsirenedufordLinkedIn – Irene DufordFacebook – Loan Team TrainingEmail – ireneandkevin@loanteamtraining.comEpisode Highlights00:00 The Power of Self-Talk in Parenting07:00 Neuroscience of Self-Talk and Its Impact14:54 Practical Applications of Self-Talk22:03 Teaching Self-Talk to Children30:06 The Ripple Effect of Positive Self-Talk

Join me as I have a great conversation with Neel Dhingra, a prominent digital creator, entrepreneur, and mortgage industry leader, the founder and CEO of Forward Academy. He has significantly impacted the real estate and mortgage industries by leveraging content marketing and personal branding to grow his business exponentially. He lives what he teaches.We talk about the power of personal branding and content marketing, how passion can drive your business forward, and what it really takes to create content that connects. Neel shares his journey of working in the mortgage business to becoming a leader in personal branding and marketing through content creation, and he really emphasizes the importance of helping others and building a strong, supportive community along the way.We also get into some of the real challenges that come with shifting market conditions, the mindset needed to push through, and why staying focused on growth is so important. Plus, Neel gives us a preview of the upcoming Forward Event- a high-energy, in-person conference designed for mortgage and real estate professionals aiming to elevate their personal brands. The upcoming event is scheduled for July 11–12, 2025, in Las Vegas, featuring marketing experts from outside the industry who inject fresh perspectives that work. Neel brings world-class speakers like Chris Do, Dan Martell, Shade Zahrai, Johnny Cupcakes and so many more.This is an inspiring conversation with so many gold nuggets from Neel you won't want to miss!Connect with Neel:Neel InstagramThe Neel Home Podcast https://neelhome.comhttps://www.youtube.com/c/NeelDhingrahttps://www.linkedin.com/in/neelhomehttps://www.forwardacademy.comGet Loan Team Training for YOUR Team: loanteamtraining.comWatch my podcast on YouTube: https://youtu.be/3DGxFZRqXFAFollow me on Instagram https://www.instagram.com/itsireneduford/Follow me on LinkedIn https://www.linkedin.com/in/ireneduford/Follow us on Facebook: https://www.facebook.com/LoanTeamTrainingEmail: ireneandkevin@loanteamtraining.comEpisode Highlights:00:00 Introduction to Neil Dhingra and Forward Academy04:38 The Journey of Building a Personal Brand10:59 Refocusing on Passion and Enthusiasm14:45 Creative Marketing Strategies in Direct Mail and Social Media16:37 The Importance of Packaging Your Message17:43 Implementing Strategies for Success19:32 Identifying Your Target Audience22:55 Narrowing Your Focus for Greater Impact25:08 Engaging with Your Audience on Social Media30:37 The Fulfillment of Helping...

In this episode, I sit down with Roberto Monaco for a fun and insightful conversation all about the art of effective communication. We dive into why it's so important to really understand your audience, how storytelling can create deeper connections, and how love and intentionality can completely transform the way we communicate. Roberto and I also talk about the evolution of video marketing, the value of personal growth, and how self-talk plays a big role in overcoming fear. He shares his journey in building Influencology and what makes his Influence from the Front class so powerful—including the idea of collecting and using your own life stories to connect with others. We both encourage you to embrace your experiences and let your story be heard.Episode Resources:https://influencingfromthefront.com/https://www.instagram.com/therobertomonaco/?hl=enhttps://influenceology.com/https://www.youtube.com/@InfluenceOlogyGet Loan Team Training for YOUR Team: loanteamtraining.comWatch my podcast on YouTube: https://youtu.be/sn7qtGFx9NAFollow me on Instagram (https://www.instagram.com/itsireneduford/)Follow me on LinkedIn (https://www.linkedin.com/in/ireneduford/)Follow us on Facebook: (https://www.facebook.com/LoanTeamTraining)Email: ireneandkevin@loanteamtraining.comEpisode Highlights:00:00 The Art of Communication03:13 Understanding Your Audience05:54 One-to-One vs One-to-Many Presentations09:12 The Evolution of Video Marketing12:05 Influencology: A Journey of Passion15:10 Influence from the Front: A Unique Experience18:08 Intentional Parenting and Storytelling20:59 The Importance of Continuous Learning23:55 The Psychology of Communication26:50 The Impact of Social Media on Communication29:53 Training for Success36:13 The Power of Communication Skills39:34 Transforming Content into Experiences42:55 The Heart of Communication46:37 Collecting Life Stories51:22 Embracing Your Unique Voice55:54 Overcoming Fear in Public Speaking01:01:42 Shifting Mindsets for Effective Communication

In this episode of Loan Officer Team Training, I have a special guest — my son, Kenny Duford! Kenny's a loan partner, and we dive into the ins and outs of loan consultations and why having a dedicated loan partner can make all the difference for loan officers. We chat about his transition from banking to brokering, the importance of clear job descriptions, and how our WOW training program helps loan partners sharpen their skills. Kenny also shares his thoughts on creating a strong team culture, tackling call reluctance, and using checklists to keep the loan process running smoothly. Plus, we cover the power of building genuine client relationships and confidently asking for referrals. It's a great conversation filled with practical tips to help your loan team thrive!If you've enjoyed this episode please share it with your friends. If you haven't yet, +Follow the show to ensure you get every episode right away.Get Loan Team Training for YOUR Team: loanteamtraining.comEpisode Highlights:00:00 Introduction to Loan Consultation Dynamics03:19 The Role of a Loan Partner06:08 Transitioning from Banking to Brokerage08:58 Defining Roles and Responsibilities14:10 The WOW Training Overview17:13 Building Team Culture and Communication20:16 Overcoming Call Reluctance22:53 Implementing Checklists for Success26:04 Enhancing Client Relationships28:57 Conclusion and Call to Action

In this episode of Loan Officer Team Training, I chat with Sophie Lapointe , mortgage broker and owner of Urban Pointe Lending. Sophie shares her inspiring journey in the mortgage industry and how she's built a strong, successful team. We talk about the importance of systems and automation, and how she's able to step away for personal vacations while her business runs smoothly. Sophie also opens up about her approach to social media marketing, maintaining a growth mindset, and the daily routines that keep her on track. Plus, we dive into the value of training and supporting your team, and why providing exceptional service to clients is always a top priority.If you've enjoyed this episode please share it with your friends. If you haven't yet, +Follow the show to ensure you get every episode right away.Get Loan Team Training for YOUR Team: loanteamtraining.comSophie on Instagram: https://www.instagram.com/sophie.loans/Episode Highlights:00:00 Introduction to Urban Pointe Lending02:59 Team Dynamics and Structure07:29 Vacation Planning and Team Management09:27 The Importance of Systems and Automation11:35 Leveraging Social Media for Business Growth15:06 Adapting to New Marketing Strategies18:17 Navigating the Changing Real Estate Landscape23:17 The Power of Content Creation25:21 Building Connections and Collaboration29:07 Embracing Change and Growth33:40 Mindset and Daily Routines38:33 Learning and Development in Business

In this episode of the Loan Officer Team Training Podcast, I sit down with Kei Kullberg, a seasoned mortgage professional, to talk about his journey in the industry. We dive into the power of having solid systems and processes, how technology can boost efficiency, and why hiring the right people is key to building a strong team. Kei shares his thoughts on the value of a loan partner, effective marketing strategies (including video content), and the mindset shifts that help overcome fear and self-doubt. He also highlights the importance of self-awareness and delegation in achieving long-term success in the mortgage business.If you've enjoyed this episode please share it with your friends. If you haven't yet, +Follow the show to ensure you get every episode right away.Get Loan Team Training for YOUR Team: loanteamtraining.comEpisode Resources:Mel Robbins - The Let Them Theory - https://a.co/d/fdBQypUKei Kullberg on Instagram - https://www.instagram.com/kei_themortgageguyEpisode Highlights:00:00 Introduction to Kei Kullberg02:55 Kai's Journey in the Mortgage Business05:25 The Importance of Systems and Processes07:59 Tech Stack for Efficiency10:28 Building a Successful Team12:45 The Role of a Loan Partner17:43 Marketing Strategies and Video Content20:45 Mindset and Overcoming Fear23:06 Personal Growth and Health26:06 Final Thoughts and Resources

In this episode , I interview Spencer Stott, a seasoned Broker/Owner from Utah about the evolution of his team structure and the importance of having a fantastic reliable team in the mortgage business. Spencer shares his journey from working solo to building a successful team that allows him to enjoy more freedom and focus on relationship building. He discusses the roles within his team, the significance of training, and the mindset required for success. Our conversation emphasizes the value of investing in a team and the impact of accountability and a daily success plan to achieve business goals while having freedom to bring in more loans.If you've enjoyed this episode please share it with your friends. If you haven't yet, +Follow the show to ensure you get every episode right away.Get Loan Team Training for YOUR Team: loanteamtraining.comEpisode Highlights:00:00 Introduction to Team Dynamics in Mortgage Business02:37 Evolution of Spencer's Team Structure04:50 The Importance of Team Roles07:23 Transitioning Team Members for Growth09:52 Building Relationships Through Education12:28 Champion Mindset and Daily Routines21:03 The Power of Handwritten Notes21:43 Daily Success Plan: Building Relationships22:48 The Shift to Virtual Meetings23:14 Accountability Through Virtual Assistance26:12 Investing in Team and Growth27:25 The Importance of Teamwork29:59 Overcoming Financial Fears in Hiring32:29 Transforming Costs into Investments34:11 Finding Freedom Through Team Support36:14 Navigating Market Challenges38:00 Encouragement for Loan Officers

In this episode, I sit down with Tammy Saul to explore the mindset of success and the power of believing in yourself. Tammy shares her journey in the mortgage industry, overcoming cancer and how adopting the mantra, If somebody is doing it, why not me?, has fueled her growth and achievements. We'll discuss overcoming self-doubt, setting big goals, and taking the necessary steps to reach them. If you've ever wondered what it takes to break through barriers and achieve more, this conversation will inspire you to step up and go after what you want with confidence.Episode Resources:https://federalhillmortgage.com/tammy-saul/The Compound Effect by Darren Hardy - https://store.darrenhardy.com/collections/frontpage/products/the-compound-effect Episode Highlights:00:00 Introduction to Tammy Saul's Journey01:25 Overcoming Challenges: A Cancer Diagnosis03:40 The Power of Commitment and Mindset11:18 Daily Operations: Delegation and Team Dynamics18:34 Referrals vs. Leads: A Strategic Approach25:15 Finding Your Comfort Zone in Business27:10 The Importance of Organization and Process29:47 Navigating Hiring Challenges31:21 Finding the Right Fit: Team Dynamics33:13 Building a Strong Team Structure35:23 Trusting Your Instincts in Hiring37:00 Understanding Your Hiring Style38:10 The Importance of Role Clarity39:35 Mindset Matters: The Power of Self-Talk40:05 The Law of Attraction in Business43:13 Resilience in the Face of Rejection46:52 Efficiency in Client Interactions49:41 Teaching Values to the Next Generation

In this episode of Loan Officer Team Training, I talk with Richard Smith, owner & CEO of Remote Assistant Scout, about the importance of strong leadership in remote work environments, especially when it comes to hiring and managing virtual assistants. Richard and I dive into key topics like effective communication, building trust, creating a positive culture, and the step-by-step process of bringing virtual assistants onto your team. He also shares insights from his chapter in the book we co-authored- Leadership Matters, highlighting how great leadership can boost productivity and strengthen team dynamics.If you've enjoyed this episode please share it with your friends. If you haven't yet, +Follow the show to ensure you get every episode right away.Get Loan Team Training for YOUR Team: loanteamtraining.comEpisode Resources:https://remote-assistant-scout-1.phonesites.comhttps://www.linkedin.com/in/rsmithcrownLeadership Matters book: https://a.co/d/09PZVj7https://leadershipmatters.ushttps://aneedwefeed.orgShow Highlights:00:00 - Leadership Matters01:45 - Leading Remotely02:55 - Work Less, Grow More05:05 - Clarity and Consistency in Communication08:05 - Fostering Trust Virtually16:15 - Building Culture with a Remote Team18:35 - Managing Time Zone Differences21:20 - Remote Assistance Scout23:40 - Managing Without Micromanaging

In this solo episode of Loan Officer Team Training, I break down what truly separates a good Loan Officer Team from a GREAT one. We'll explore the key habits, that elevate top performers in the industry. Today, I share actionable tips to help you take your career to the next level. Whether you're just starting out or striving to improve, this episode will provide valuable insights to help you stand out as a great loan officer who consistently delivers exceptional results.If you've enjoyed this episode please share it with your friends. If you haven't yet, +Follow the show to ensure you get every episode right away.Get Loan Team Training for YOUR Team: loanteamtraining.comShow Highlights:00:00 - What TRULY Sets Us Apart00:40 - Same Way Every Time01:23 - The Power of Checklists02:10 - Follow Up02:55 - Use the Phone03:55 - Learning to Listen07:35 - The Words We Use Matter09:10 - The Value of Handwritten Notes10:25 - Say Thank You to Your Clients & Partners

In this special "Masterclass Compilation" episode of Loan Officer Team Training, I've gathered some powerful and insightful moments from my conversations with four exceptional performers in their fields: RJ Baxter, Hamilton Lao, Chelsea Gardner & Kevin Brierton. I am thankful to call each one of these guests a friend and have had the good fortune to coach and or work with them over the years. Their experience and advice is applicable across industries, but for Loan Officers & their teams working in a difficult market they are invaluable. Whether you're new to the series or looking to revisit key lessons, this episode offers a concentrated dose of wisdom that can elevate your career and personal growth. Tune in to learn from the best and take your skills to the next level!If you've enjoyed this episode please share it with your friends. If you haven't yet, +Follow the show to ensure you get every episode right away.Get Loan Team Training for YOUR Team: loanteamtraining.comEpisode Highlights:From “Discovering You ARE Good Enough with RJ Baxter” episode 2000:00 - RJ's experience as a Freedom Club “Beta Test” member02:15 - “I remember seeing a significant increase in business in just the first 90 days”04:15 - What were RJ's early goals when he started coaching06:05 - RJ's Podcast - Real Estate Agent Superstars06:50 - RJ's Team08:30 - Defining the ROLE12:10 - The impact of WOW Team Training for RJ's Loan partnerFrom “Turning Rejection into Relationships with Hamilton Lao” episode 3513:30 - Putting people in a place where they can help people17:30 - An Agent Calling Machine18:10 - The No-Laptop vacation20:30 - Getting the RIGHT HelpFrom “Motivation For Marketing with Chelsea Gardner” episode 4723:20 - How Loan Officers Get Serious About Social25:40 - How to Use AI in Your Voice27:15 - The AI Prompt Handbook27:40 - Time BlockingFrom “No Excuses with Kevin Brierton” episode 5429:30 - Mindset Starts in the Morning Routine33:25 - Morning Media36:30 - Self Talk is for More than Just Yourself

In this special bonus episode, I'm sharing a recent discussion I was invited to join with on the Laugh, Lend & Eat Podcast! Host Fobby Naghmi and co-host Ginger Bell invited in guests Joe Wilson, Founder & CEO of SocialCoach, Don Hastings, Founder of Senior Solutions Today, and me, Irene Duford, Founder of Loan Team Training. We dive into the importance of leadership, mentorship, and the power of listening. Each guest brings their unique experience to the table, discussing how leadership is a journey filled with challenges, adaptability, and the constant need for personal development.If you've enjoyed this episode please share it with your friends. If you haven't yet, +Follow the show to ensure you get every episode right away.Get Loan Team Training for YOUR Team: loanteamtraining.comEpisode Highlights00:00 Introduction to Leadership Matters03:30 The Journey of Writing a Book06:25 Personal Stories of Leadership09:35 The Importance of Humility in Leadership12:15 Self-Leadership and Personal Development15:25 Navigating Failure and Adaptability19:50 The Role of Mentorship in Leadership24:15 Building Relationships and Trust27:10 The Power of Listening as a Leader30:25 Reflections on Writing and Growth34:00 Conclusion and Final ThoughtsPurchase copies of the book here: https://leadershipmatters.us/ to support the Leadership Matters Book and Project.

In this episode of Loan Officer Team Training, I'm joined by Mike Hajjar to explore the power of educating clients and how it can transform your business. Mike shares his insights on why taking the time to educate clients about the loan process not only builds trust but also empowers them to make informed decisions. We'll discuss practical strategies for clear communication, simplifying complex topics, and creating a better client experience. Whether you're a loan officer or in any client-facing role, this episode will inspire you to embrace education as a key tool for building stronger relationships and achieving long-term success.If you've enjoyed this episode please share it with your friends. If you haven't yet, +Follow the show to ensure you get every episode right away.Get Loan Team Training for YOUR Team: loanteamtraining.comShow Highlights:00:00 - Introduction01:30 - Mike's Business05:25 - #1 Purchase Branch07:40 - What the Heck is a HECM Loan?13:40 - The Power of Educating Clients17:25 - Overcoming Imposter Syndrome21:40 - Become a Student31:40 - Setting up Systems for Success34:15 - Same Way Every Time SWET35:40 - LoanTeamTraining.com

In this solo episode, I share a presentation I gave at the 50th Annual NAMB event, where I dive into the transformative power of positive self-talk and how it can help you re-wire your mental programming for success. Drawing on both personal experience and research, I'll explain how the thoughts we repeat to ourselves shape our mindset, performance, and overall well-being. I'll share practical techniques for shifting negative self-talk into empowering, positive affirmations that can boost confidence and resilience. Whether you're looking to overcome self-doubt or simply strengthen your mindset, this episode offers actionable steps to help you harness the power of positive self-talk and unlock your full potential.If you gained something valuable from this episode, I'd appreciate it if you would share it with your colleagues and friends in the mortgage industry who could benefit. If you're not already, follow the show to ensure you get every episode right away!Let me know what you thought and/or what topics I should go deeper on in my next episode!#LoanOfficerTeamTraining #LoanTeamTraining #selftalk #mentalprogram Get Loan Team Training for YOUR Team: loanteamtraining.comEpisode Highlights:00:00 - Introduction02:00 - Giving You the Tools for Success03:50 - How to Stop Worrying & Start Living by Dale Carnegie04:30 - What to Say When You Talk To Yourself05:00 - The Cost of Negativity06:00 - Your Programming08:55 - Baby Sister10:45 - Dealing With Bad Programming14:10 - Your Programs Will Fight Back16:05 - Spreading the Language of Success in Your Team16:55 - LOSelfTalk.com18:00 - Your Thoughts Drive Emotions, Emotions Drive Your Actions, Actions Drive Results19:50 - It's Learning a New Language20:10 - Self Talk+22:45 - The Pain of Regret or the Pride of Action23:45 - Self Talk Makes Dreams Come True27:25 - Loan Team Training33:20 - A Self Talk Legacy

In this episode, I'm joined by Jing Ren to discuss the intricacies of the hiring process and what it takes to build a successful team. Jing shares her journey of hiring, from identifying the right candidates to fostering an environment where new team members can thrive. We'll explore the challenges, lessons learned, and key strategies for attracting and retaining top talent. Whether you're expanding your team or refining your hiring practices, this episode provides practical insights to help you navigate the journey of hiring with confidence and clarity.If you gained something valuable from this episode, I'd appreciate it if you would share it with your colleagues and friends in the mortgage industry who could benefit. Let me know what you thought and/or what topics I should go deeper on in my next episode!#LoanOfficerTeamTraining #LoanTeamTraining #JingRen #hiringGet Loan Team Training for YOUR Team: loanteamtraining.comEpisode Highlights:00:00 - Introduction01:40 - Jing's Mortgage Origins03:55 - Training the Staff05:00 - DISC Personality05:50 - The Discomfort of Team Leadership11:20 - The Power of a Positive Culture13:50 - The Journey of Hiring17:50 - Jing's Team26:30 - Jing's Loan Partners27:20 - Maintaining Culture with Remote Work30:20 - Learning to Let Go35:05 - Training Loan Partners to Support the Loan Officer39:35 - The Power of a Trainer40:45 - Dr. Butler Script44:50 - “They Had All the Answers”

In this episode of Loan Officer Team Training, I sit down with Alyson Rixner to talk about the NAR changes that are affecting homebuyers, sellers, Mortgage Loan Officers and Real Estate Agents. But more broadly, we discuss the core value that drives her work, especially in times of trial or changes: being a helper. Alyson shares how this mindset shapes her approach to leadership, team building, and client relationships, and how it can make a profound impact in the mortgage industry. We'll discuss the importance of empathy, service, and genuinely caring for others as key elements in creating long-lasting success. Whether you're leading a team or working directly with clients, this conversation will inspire you to embrace the role of a helper in everything you do.If you've enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.Get Loan Team Training for YOUR Team: loanteamtraining.comConnect with Alyson and her team: https://orlickigroup.com/Show Highlights:00:00 - Introduction 01:45 - The Questions We Now Need to Ask05:40 - When to Ask07:15 - Educating the Homebuyer10:15 - Compensation and Concessions are Different13:15 - Thinking in Advance14:30 - Sharing a Divorce Attorney16:25 - It's Harder to Do Our Jobs Now17:35 - Helping Referral Partners Navigate This19:50 - Align with the Right People21:15 - We're Here to Be Helpers

In this episode, I'm joined by Hamilton Lao, Business Development Rep for the Jin Mortgage Team, to explore how he's turned “call reluctance” to “call acceptance” and is helping people everyday by building relationships. Hamilton shares his approach to building relationships and discovering the unique stories behind every client and colleague he meets. We'll dive into his role on the team, the skills that make him successful, and how seeing the fascinating side of people can open doors in business and beyond. Whether you're looking to strengthen your networking game or better understand the human side of your work, this episode offers valuable insights into connecting with others on a deeper level.If you've enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry or anyone you know who can benefit from this information. Visit LoanTeamTraining.com for more.Get Loan Team Training for YOUR Team: loanteamtraining.comEpisode Highlights:00:00 - Introducing Hamilton02:25 - Disproving Limiting Beliefs03:10 - Hamilton's Story05:45 - Humans of New York06:25 - Everybody is Fascinating08:25 - Students of Success11:10 - Relying on Tact13:20 - The Power of Emotional Intelligence16:05 - Hamilton the Teacher19:10 - A Partner that Sees More in You21:05 - A Supportive Spouse23:45 - Everything Can Be Answered with Love28:45 - The Law of Reciprocation31:10 - Focusing on the Helpful32:30 - Helping Those that Need Help36:40 - Cold Calling38:40 - Always Developing Ourselves39:45 - Creating a WOW Experience41:15 - Working Through Call Reluctance46:20 - Cold Calling Real Estate Professionals48:00 - Be Yourself49:30 - Business Development Rep52:15 - Always Preparing54:30 - Planting Seeds58:10 - The Human Component01:00:00 - Connect with HamiltonConnect with Hamilton & his team: https://www.facebook.com/jingsmortgageteam

In this special "Masterclass Compilation" episode of Loan Officer Team Training, I've gathered some of the most powerful and insightful moments from my conversations with four exceptional experts: René Rodriguez, Tyler Osby, Alyson Rixner, and Dr. Shad Helmstetter. Each segment is packed with actionable advice and strategies, covering topics like effective communication, mindset mastery, leadership, and personal development. Whether you're new to the series or looking to revisit key lessons, this episode offers a concentrated dose of wisdom that can elevate your career and personal growth. Tune in to learn from the best and take your skills to the next level!If you've enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry or anyone you know who can benefit from this information. Visit LoanTeamTraining.com for more.Get Loan Team Training for YOUR Team: loanteamtraining.comEpisode Highlights:00:00 - IntroductionFrom “Thinking in the Language of Success with Dr. Shad Helmstetter” Episode 1401:30 - Lessons from the Nursery - No one is born to fail03:20 - The Success/Failure Imagination Experiment07:00 - Irene's Father's story08:30 - Parenting with self-talkFrom “The Process Will Support You with Alyson Rixner” Episode 3311:00 - Your Process Needs to Support Your Business Model14:25 - Start With Why by Simon Sinek15:15 - The Process Reflects YOU!18:30 - Create. Test. Iterate! Your Process is OrganicFrom “Unlocking Your Own Purpose with René Rodriguez” Episode 1020:20 - What drives René Rodriguez? Having an impact on people23:20 - Habits that René uses to make success not just possible but doable24:45 - “It's not about the content, it's the application that matters”26:25 - “We're shaped in the difficult times.”From “How “Because I Wanted To” Became Enough with Tyler Osby” Episode 2931:00 - The Power of a Positive attitude in the workplace36:00 - How “Because I Want To” Became Enough

In this episode, I sit down with Ginger Bell to discuss the profound impact of using video to share knowledge and build a lasting legacy. Ginger and I explore how Loan Officers, Real Estate Agents, and professionals across industries can harness the power of video to educate, inspire, and connect with their audience and client base. We'll share practical tips for creating engaging content, overcoming the fear of being on camera, and using video as a tool to preserve and pass on your expertise. Whether you're looking to enhance your personal brand or leave a meaningful legacy, this episode is packed with valuable insights to help you make a lasting impression.If you've enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry or anyone you know who can benefit from this information. Visit LoanTeamTraining.com for more.Get Loan Team Training for YOUR Team: loanteamtraining.comEpisode Highlights:00:30 - Meet Ginger Bell01:00 - EduMarketing03:15 - Podcasts05:10 - Book Publication12:00 - Action Conquers Fear18:30 - It Doesn't Always Have To Be About Mortgages22:30 - Irene's History with Video25:50 - Passing on Your Knowledge30:20 - Get Your Story Out There32:00 - Video is the New Public Speaking32:45 - We're So Hard On OurselvesConnect with Ginger and her team: https://www.edumarketing.com

In this special episode of Loan Officer Team Training, I'm joined by my grandson, Aaron Christensen, to discuss Harmonies of Hope, an inspiring charity fundraising event benefiting the Grief Center of New Mexico. Aaron shares the heartfelt mission behind the event, which aims to provide support and resources to those coping with loss. We'll delve into the details of the event, including the powerful stories of those who have been helped by the center, and how music and community play a vital role in healing. Join us for an uplifting conversation about making a difference, the importance of compassionate support, and how you can get involved in this meaningful cause.To join the mission of Harmonies of Hope by making a donation or buying a ticket to the August 17th event visit this link: HarmoniesofHope.info00:25 - A Special Program01:00 - Harmonies of Hope02:05 - The Grief Center05:00 - Connecting with the Community07:25 - Aiding Those in the Grieving People09:20 - The Harmonies of Hope 2024 Event10:40 - An Ambitious Goal11:20 - A Preview of The Event12:10 - How To Get Involved16:00 - Join in the GivingIf you've enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.Get Loan Team Training for YOUR Team: loanteamtraining.comEpisode Resources:GriefNM.orgHarmoniesofHope.info

In this heartfelt episode, I share the incredible story of Dr. Russell Teames, the man I genuinely credit for saving my quality of life and who just might save yours as well. We explore his groundbreaking work, his approach to patient care, and the lessons I've learned from my personal experience with him. Dr. Teames discusses his innovative techniques and the importance of holistic health in our high-stress industry. This episode is not just about my journey; it's about the transformative power of exceptional care and how prioritizing your health can lead to professional and personal success for you or anyone. Tune in for an inspiring and potentially life-changing conversation.If you've enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry or anyone you know who can benefit from this information. Visit LoanTeamTraining.com for more.Get Loan Team Training for YOUR Team: loanteamtraining.comEpisode Highlights:00:25 - Not Your Typical Episode01:20 - A Personal Trainer For the Brain06:30 - Stress Management08:15 - Working with Dr. Teames11:05 - How Irene Found Dr. Teames14:05 - Using Tomorrow's Energy Today17:25 - “I Will Not Work Like I Did Before”18:45 - Repairing a Pinched Nerve25:25 - Committing to Not Push Yourself28:15 - What Can You Do To Help Yourself34:50 - Connect with Dr. Teames37:25 - Dr. Teames World Class Team39:40 - The Neuro Reset PodcastEpisode Resources:https://desertbrainandspine.comNegative Self Talk and How to Change it by Dr. Shad Helmstetter - https://a.co/d/h9n7Vfn

In this solo episode, I delve into "The Five Languages of Appreciation in the Workplace" and how understanding and implementing them can transform your team's dynamics. Drawing from the popular book, I explain each language of appreciation—words of affirmation, acts of service, tangible gifts, quality time, and physical touch—and provide practical examples of how to apply them in a professional setting. By recognizing and valuing your team's unique preferences for appreciation, you can boost morale, enhance productivity, and create a more cohesive and motivated work environment. Join me as I share actionable insights to foster a culture of appreciation that drives success.If you've enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.Get Loan Team Training for YOUR Team: loanteamtraining.com00:30 - The Five Languages of Appreciation in the Workplace01:30 - Why This Matters for Business02:45 - Words of Affirmation05:55 - Quality Time08:50 - Acts of Service12:55 - Tangible Gifts15:55 - Physical Touch16:30 - Using the Action Checklist22:35 - Shop.AppreciationAtWork.com23:10 - A Personal Realization25:25 - The Five Love LanguagesThe Five Languages of Appreciation: https://a.co/d/aoN2awDThe Five Love Languages: How to Express Heartfelt Commitment to Your Mate https://a.co/d/04iQ0qT4

In this episode, I have an enlightening conversation with Youssef Abdelhalim about thriving in the ever-changing, cyclical loan industry. Youssef brings his wealth of knowledge and experience to discuss strategies for staying resilient and adaptable through market fluctuations. We'll cover how to get out of a downward emotional spiral, build systems and processes that make fans out of your clients and bring in referral business no matter what the market is doing. Tune in to gain practical tips and insights that will help you navigate the industry's ups and downs, ensuring long-term success for you and your team.If you've enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.Get Loan Team Training for YOUR Team: loanteamtraining.com00:15 - Meet Youssef03:15 - Handling the Shift in the Market05:30 - Getting Out of the Woe is Me Phase08:00 - The Loan Strategy Call09:25 - The Cyclical Nature of the Loan Industry13:15 - What Youssef Does to Bring In More Business18:30 - Handwritten Notes21:30 - Get Comfortable with Being Uncomfortable26:15 - The Power of Positivity30:50 - Youssef's Audacious Goal35:25 - Self Talk

In this episode of Loan Officer Team Training, I guide you through the crucial steps of hiring a great Loan Partner. Drawing from my extensive experience as an Originator and Loan Officer Coach, I'll share the key qualities to look for, effective interview techniques, and tips for creating an onboarding process that sets your new team member up for success. Whether you're hiring your first Loan Partner or looking to refine your hiring strategy, this episode offers valuable insights and practical advice to help you find and retain top talent, ensuring your team's success and growth. Don't miss the resource lists I mention, leave us a comment at LoanTeamTraining.com with your email address and we will send them to you.If you've enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.Get Loan Team Training for YOUR Team: loanteamtraining.com00:15 - Listen to Episode 57 If You Missed It00:35 - Define the Job Description01:50 - Know Exactly Who You're Looking For05:15 - Video Advertisement05:50 - Hiring Resource List06:20 - WiseHire07:00 - The Interview Process07:55 - Asking for Business11:00 - Testing the Loan Partner13:05 - The Filter Questions14:50 - List of Hiring Questions to Ask15:35 - Testing is a Necessity16:25 - Finalists17:15 - AppreciationAtWork.com18:10 - The Five Languages of Appreciation in the Workplace by Gary Chapman& Paul White The Five Languages of Appreciation: https://a.co/d/aoN2awD

In this episode, I sit down with Glen Geraci to explore the powerful impact of consistency on achieving success in the mortgage industry, and beyond. Glen shares his expert insights and personal experiences on how maintaining consistent habits, practices, and communication can drive your team toward excellence. We'll discuss actionable strategies to develop and sustain consistency in your daily operations, ensuring long-term growth and success. Tune in to discover how embracing consistency can transform your team's performance and elevate your business to new heights.01:35 - Glenn's Mindset Pre Coaching03:25 - Overcoming Call Reluctance04:35 - Call Stars06:10 - It's Not About You08:15 - Thoughts Create Emotions, Emotions Create Actions09:50 - Family Influences12:00 - Glenn's Growth15:55 - It's Step by Step19:55 - Self-Talk24:45 - The Speed Will Come When You Have the Consistency 25:10 - Glenn's Why's28:45 - AI's Impact30:00 - Everyone Has Their Own Superpower33:55 - WOW Training35:15 - The Daily Success Plan

“In America you can do just about anything you want to do (for a career), so you should love what you do!”Today's guest has had a profound impact on me and my family, and I'm excited to have him on the show. Roberto Monaco is an educator, coach, public speaker and a friend who's got so much to share with each of you.We open up with the event that brought us together and changed how love is at the center of everything Roberto does, and how Roberto overcomes his own limiting beliefs.If you've enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.Get Loan Team Training for YOUR Team: loanteamtraining.comFind Roberto's InfluenceOlogy: https://www.influenceology.com/00:45 - The event that changed Irene's life (and introduced her to Roberto)01:55 - What is Influenceology?05:33 - When did Roberto know that he wanted to teach people how to influence for good?06:55 - Roberto sets a goal to work for Tony Robbins10:00 - Why love is at the center of everything Roberto does14:33 - Become a great leader, your goals have to be beyond your own pocketbook16:50 - Love is the answer to every question18:30 - Difference between being perfect & being awesome20:29 - How Roberto overcomes limiting beliefs23:45 - Roberto's self-talk routine25:30 - Best leaders are also students26:00 - How has having a team made a difference30:00 - Roberto's thoughts on Loan Team Training33:30 - You can't communicate in the same way to different people36:05 - If Roberto could do it over again, what would he do differently?38:28 - What is Roberto excited to...

In this episode, I'm joined by my son, Kenny Duford, to delve into the essentials of building a successful loan team. We'll share insights on the key roles that make up an effective team, how to ensure seamless communication and collaboration, and the strategies we've implemented to foster a culture of excellence. Whether you're just starting to build your team or looking to refine your current structure, this episode is packed with practical tips and real-world examples to help you create a powerhouse team that delivers outstanding results.00:40 - Structuring a Loan Team03:45 - The Evolving Role of a Loan Partner05:45 - Building Job Boundaries07:05 - Building Trust with Your Team08:30 - The Next Step in the Process11:30 - The Processor12:30 - The Benefit of a Full Team19:10 - Treating Every Client with the Same Care22:10 - You Can't Hide Behind Emails23:50 - The Cost of a Smaller Team26:05 - The Investment of Buying Your Time29:50 - Contact Irene or Kevin30:30 - Client Conversion TrainingTo ask questions, email us irene@loanteamtraining.com or kenny@loanteamtraining.comAnd see all of our classes here https://www.loanteamtraining.com

In this exciting episode, I have the pleasure of hosting the incredible Valerie Saunders for a chat. We delve into the inner workings of the National Association of Mortgage Brokers, Valerie gives us an insider's perspective, sharing her experiences and insights with warmth and candor. We discuss the mission of NAMB, its impact on the industry, and the opportunities it offers for professional growth. It was a truly enlightening conversation, and I'm confident that our listeners gained a great deal of knowledge about this important organization. Remember, it's all about learning, growing, and succeeding together!Show Resources:NAMB.orgShow Highlights:00:30 - Focus 202401:50 - NAMB National 202403:30 - Barry Habib04:45 - “Lists are Just Ways to Put Things Off”05:45 - Having a Solid Team06:30 - NAMB Legislative Agenda10:15 - The Behind the Scenes Work is Getting Done13:50 - How to Get Involved17:20 - A Community Builders Committee19:30 - NAMBPAC22:25 - Who Can Join NAMB25:50 - Strategic Sponsors31:00 - Certification Opportunities33:15 - Connect with Valerie

In this episode, we've got a fantastic episode for you! My guest is the amazing Michelle Berman, who's been doing wonders helping mortgage officers and real estate agents grow their brands using Instagram. We sit down and dive into Michelle's courses, where she shares her secret sauce on how to leverage the power of Instagram to its fullest. Michelle is a true guru in this field, and her insights are invaluable for anyone looking to give their business a boost. So, get ready to take notes and level up your Instagram game. Trust me, you won't want to miss this one!Show Resources:Michelle on Instagram - https://www.instagram.com/bermanmediasocial/BermanMediaPD.comShow Highlights:00:30 - Meet Michelle Berman04:00 - Beyond The Method™️08:40 - Why Instagram13:35 - Everyone with Success Has a Story19:30 - Avoiding the Disconnect22:00 - Good to Great by Jim Collins26:00 - The Beyond The Method™️ Engagement Tracker27:50 - Using Instagram to Grow Your Business36:15 - Upcoming Webinars38:45 - Connect with Michelle

Welcome everyone to another exciting episode of Loan Officer Team Training! Today, we're thrilled to have the insightful Kevin Brierton with us. In this episode, Kevin shares his wealth of knowledge on overcoming obstacles in the loan industry. In the end, it's about more than mortgage though, it's all about personal growth. So grab your notepads, because there's no excuse for not being prepared to learn something new today! Let's dive in and empower ourselves with knowledge, together.Show Resources:Kevin Brierton-Neo Home Loanshttps://kevinbrierton.com/Kevin's Podcast: https://podcasts.apple.com/us/podcast/no-excuse-pro-podcast/id1715406548Show Highlights:01:00 - Meet Kevin Brierton04:15 - Mindset Starts in the Morning Routine08:00 - Morning Media10:15 - Self Talk is for More than Just Yourself16:40 - Ask Questions18:25 - It's Not Too Late for Intentionality23:30 - Fear Isn't Real25:40 - No Excuse Pro Podcast28:45 - 3 Keys to Ending Anxiety as a Mortgage Officer33:00 - The Power of a Handwritten Note37:50 - The No Excuse Pro Podcast Origin43:30 - It's About Personal Growth44:30 - Helping Set Better Habits

In this episode of "Loan Officer Team Training," I have a super exciting chat with Luke from Angel AI. We dive deep into the incredible world of data and how it's transforming the mortgage industry and beyond. Luke shares the story behind Angel AI and how it is helping us serve our customers and clients better through the power of data. We also discuss what's next for this exceptional tool for Real Estate agents and other businesses across industries. So, buckle up for this data-driven ride, because it's going to be a game-changer!Show Resources:https://angelai.com/Show Highlights:00:25 - About Luke01:55 - What is Angel AI02:30 - Who Angel AI is For?06:25 - How Real Estate Agents are Using Angel AI08:15 - How Smart is Angel AI10:00 - How Old is Angel AI11:40 - The Future of Angel AI13:45 - Obstacles to Adopt a Service like Angel AI16:45 - The Power of the Data21:00 - AI is Nothing to Be Scared Of24:25 - Do Not Be Left Behind28:35 - Connect with Luke30:50 - Loan Officer Team Training

In our latest episode, I had a great chat with the amazing Robert Fillyaw. Robert generously gave us an inside look at how his own team operates, sharing the systems and processes they've built to consistently succeed at a high level, even as they continue to grow. If you're looking to create a robust plan and implement effective processes in your own team, this episode is a must-listen. Robert's insights are sure to inspire and guide you on your journey to success.Show Resources:TalkToTheTrainers.comConnect with Robertrfillyaw@hmamortgage.com352-665-1302Show Highlights:00:45 - The Gamechanger for Robert Fillyaw's Business02:45 - Logistics Specialist Fillyaw04:45 - Making a Map Forward07:30 - Putting Dates On Your Plans11:20 - Acts of Freedom16:00 - Shared Loan Partners20:00 - The Fillyaw Fantastic File Flow22:25 - Taking Process Management Away from Loan Officers24:25 - HMA Mortgage27:30 - That's What Success Is29:00 - Having a Team that Frees You Up30:35 - Surrounding Yourself with the Right People

In our latest episode, I had the pleasure of chatting with the incredible Tammy Schneider. Tammy brings a wealth of experience to the table, and she shared her insights on how you, as a Loan Officer, can go from making your first hire to building out a full team. We're talking about creating the exact business and legacy YOU want, not just following someone else's idea of success. Tammy's advice is all about making your dreams a reality, so tune in for a conversation that's sure to help you take your team to the next level.Show Resources:TalkToTheTrainers.comThe One Thing: https://a.co/d/7WwULWQThe E-Myth Revisited: https://a.co/d/3kLtXG0The Ideal Team Player: https://a.co/d/9TU2HcvShow Highlights:00:50 - Who is Tammy Schneider01:30 - First, Know What You Want02:45 - Realize You Can't Do It Alone05:00 - This Is Your Own Journey07:15 - Gary Keller's “The One Thing”08:20 - Michael Gerber's “The E-Myth Revisited”09:15 - What are You Really Good At, What Do You Love, What Do You Want to Accomplish10:45 - You Can Have It, Eventually11:50 - What Do I Take Off My Plate Immediately13:20 - Everything is Hire-Outable15:30 - Building a Legacy Takes Time21:45 - Look for Role Models/Examples22:25 - Who Are the Players I'll Need to Accomplish This23:35 - Building From Here to There25:10 - Becoming a True Business Owner26:25 - Be Honest with People Up Front27:20 - Patrick Lencioni - The Ideal Team Player27:40 - The DISC Profile32:25 - Mapping it All Out33:55 - How Can I Afford that First Hire36:05 - Sharing Your Vision

In this episode host Irene Duford engages in a riveting conversation with guest Jen Conley. The pair delve into the common pitfalls that Loan Officers encounter, particularly the tendency to make inappropriate comparisons and overlook core business fundamentals. Jen highlights the importance of grounding decisions in factual data rather than personal feelings, a strategy that can help Loan Officers sustain and even expand their business amidst challenging market conditions. This insightful discussion offers valuable advice for professionals looking to navigate the complexities of the loan industry.Get Loan Team Training for YOUR Team: loanteamtraining.comShow Highlights:01:00 - Helping Loan Officers Succeed03:00 - Tracking Leads AND Conversions05:00 - Defining a Braindump06:15 - Reasons You're NOT Meeting Your Goals09:00 - They're Not Thinking About You, But They Like to Be Thought Of13:10 - Overcoming Contention14:15 - You Don't Need Them All16:30 - People are People19:45 - They're Not Referrals, They're Families22:15 - Holding Them (And Yourself) Accountable24:00 - Doing the Fundamentals25:20 - Focus on the Facts, Not Your Feelings29:30 - The Right Comparisons32:30 - Don't Let Yourself Forget What Worked34:30 - It's All About Implementation

In the episode of Loan Officer Team Training, host Irene Duford, along with guest Kenneth Duford, delve into practical strategies for loan officers to optimize their teams and partnerships. The discussion focuses on the importance of consistency in business operations, with an emphasis on the application of checklists to ensure that things happen the same way every time! The duo also underscore the significance of fostering strong relationships not only within the team but also with clients and real estate agents. This episode provides loan officers with actionable insights into enhancing their practices and maximizing their impact through others.Get Loan Team Training for YOUR Team: loanteamtraining.comMotivation by Appreciation Inventory to know each team member's Language of Appreciation:https://shop.appreciationatwork.com/products/the-mba-inventory-basic-2019Show highlights:00:25 - Introducing Kenneth and His Role01:00 - You Have to Have Really Good Help01:50 - The Loan Officer is Too Involved05:00 - Building Team Culture06:20 - Understanding The Loan Team's Roles08:30 - How Can We Be Better09:45 - Mindset Matters13:15 - Efficient Loan Processes18:45 - Verifying Daily Priorities20:30 - Checklists are Everything22:00 - The Pilot's Story24:15 - Words Are Very Powerful26:20 - Selling the Power of Your Loan Team27:20 - Asking For Referrals30:35 - Learning How to Make the Calls!33:00 - The Power of Listening34:25 - Motivation by Appreciation Inventory36:00 - A Communication Course, with Processes37:30 - We Call It WOW Training on Purpose

In this insightful episode of the Loan Officer Team Training Podcast, host Irene Duford is joined by special guest, Ginger Bell, an acclaimed entrepreneur and marketing expert. We delve into Ginger's innovative theory of edu-marketing. Ginger shares her journey of building a successful company focused on helping business owners implement this unique marketing strategy. Listeners can look forward to gaining a deeper understanding of how to leverage edu-marketing to highlight the solutions their businesses offer as opposed to just their services, ultimately driving growth and customer engagement.Get Loan Team Training for YOUR Team: loanteamtraining.comLoan Team Training is Powered by The Mortgage Marketing AnimalsShow highlights:00:20 - Welcome Ginger Bell01:20 - Ginger's Mortgage Origin03:20 - EduMarketing05:05 - How to Use AI10:00 - Learning AI with Ginger14:10 - Overcoming Privacy Concerns with AI15:50 - Overcoming Scarcity Mentality17:50 - Taking Action with Video Creation22:30 - Selling the Problems You Solve, Not the Services You Sell28:15 - Have a Plan…and Implement It Consistently32:35 - Tightening the Right Budgets35:15 - Loan Team Training37:00 - Always Giving Value38:45 - EduMarketing in the Mortgage Industry41:30 - Working with Gingerhttps://www.edumarketing.comAI Prompt Handbook-Unlock the Secrets of Levering AI in your Marketingby Ginger Bell, Chelsea Gardner and Toni Taylor Gozza: https://a.co/d/ghqS92j

In this episode, we dive into the world of marketing with special guest Chelsea Gardner. Join Irene and Chelsea as they explore Chelsea's successful marketing business and share valuable tips for business owners looking to expand their presence on social media. From effective strategies to engaging content, this episode is packed with actionable advice to help you grow your business online. Tune in to gain valuable insights and take your social media game to the next level.Get Loan Team Training for YOUR Team: loanteamtraining.comLoan Team Training is Powered by The Mortgage Marketing AnimalsShow highlights:00:30 - It All Started in a Pet Shop02:45 - Focusing Your Social Effort04:10 - How Loan Officers Get Serious About Social06:40 - How to Use AI in Your Voice08:05 - The AI Prompt Handbook08:25 - Time Blocking12:55 - Fostering a Successful Mindset14:30 - Journaling16:50 - SelfTalkPlus.com18:00 - Perseverance20:00 - Working Through Fear21:40 - Targeting Your Social Content24:05 - Why Chelsea Gardner Marketing26:00 - Encouragement for Business Owners27:05 - Connect with ChelseaLoan Officer Team Training Podcast Episode #14"Thinking in the Language of Success" with Dr. Shad Helmstetterhttps://podcasts.apple.com/us/podcast/loan-officer-team-training-with-irene-duford/id1649790320?i=1000599535376Chelsea Gardner Marketing: https://chelseagardner.comAI Prompt Handbook-Unlock the Secrets of Levering AI in your Marketingby Ginger Bell, Chelsea Gardner and Toni Taylor Gozza: https://a.co/d/ghqS92jChelsea's Instagram: "@TheChelseaGardner" https://www.instagram.com/thechelseagardner/

In this episode of the Loan Officer Team Training podcast, host Irene Duford is joined by guest Alyson Rixner to dive into their goal setting for 2024. Together, they emphasize the power of choosing your focus and outlook for the new year. With their expertise in the industry, Irene and Alyson discuss practical strategies to set attainable goals and motivate listeners to make the most of the opportunities ahead. If you're looking for inspiration and guidance on setting your own goals, this episode is a must-listen.Get Loan Team Training for YOUR Team: loanteamtraining.comLoan Team Training is Powered by The Mortgage Marketing AnimalsShow highlights:01:10 - The Energy of 202402:30 - The Space Between Podcast06:15 - What Excites Alyson in 202409:45 - Alyson's Personal Goals Process10:55 - Challenging the Team for the New Year11:30 - Looking Forward14:00 - Finding Your Action Steps18:45 - Celebrating Wins21:40 - The Word of the Year - “Balance”24:25 - Visualizing What You Want26:55 - Reflecting in YOUR Way30:50 - “I don't want that time to impact how I feel about now”32:25 - 2024 is Going to Be a Great Year34:45 - It's EVEN More Important to Connect With People36:15 - WE Get to Choose

“The Money Comes With The Job When You Do The Right Things”In this episode of Loan Officer Team Training, hosted by Irene Duford with special guest Devin Dubuc, the focus is on "Leading More People with Passion." Devin shares his personal journey to mortgage team leadership, highlighting the importance of positivity and the positive impact your actions can and do have on others. The discussion revolves around how our everyday actions and habits can lead to significant results. Listeners gain insights into actionable strategies for effective leadership and learn how cultivating daily habits can pave the way for long-term success in the mortgage industry.01:50 - Devin's Mortgage Origin04:30 - Moving into Leadership06:30 - Maximizing Impact Through Leadership08:50 - Learning Lessons Through Hardship11:30 - Success is Not Just Possible, But Doable13:30 - “People need to be well led right now!”15:00 - Devin's Video & Podcast Strategy20:00 - The Positive Impact of Your Action On Others25:45 - What's Next for Devin & Team27:10 - Connect with Devin29:15 - “Do What it Takes”Devin's Concierge Team: (214)261-3355TheDubucTeam.comInstagram - https://www.instagram.com/thedubucteam/Facebook - https://www.facebook.com/thedubucteamYouTube - https://www.youtube.com/@thedubucteam

“We're in business because of the people who give us business.”Irene Duford brings a solo message to any business leader across industries about the opportunity before you in the next month. We're all in a thankful sort of spirit this time of year, and we need to ensure that our clients and customers know just how much we appreciate their business and the relationship we've built with them.Don't miss this opportunity to share that thankful spirit and deepen your connection with everyone who continues to help build your business dreams into realities. Hear Irene's call to action, and then start making your own list and checking it twice!Get Loan Team Training for YOUR Team: loanteamtraining.comLoan Team Training is Powered by The Mortgage Marketing AnimalsShow highlights:00:20 - Appreciation Month01:10 - Calling ALL clients between the Holidays02:05 - Thankful for the Opportunity to Help04:00 - People NEED to Hear from You

“The brain believes the programs it has that are strongest, it doesn't make any difference whether they're true or not.”I am passionate about successful self talk and every class I teach has it. Every person I coach learns about it because it is so impactful when we use the language of success.This week I checked off a bucket list item. I had my long time mentor in Self Talk, Dr. Shad Helmstetter, from the Self Talk Institute as a guest. His book, "What to Say When You Talk to Yourself." changed the trajectory of my life and the life of my family. I cannot wait to share him and his message with you.It's great when you meet someone who is exactly who you thought they would be. Dr. Shad is one of the most affirming men I have ever had the honor to meet. The conversation off the mic after the recording made my year. No matter who you are, you need to hear that you have value and really matter. It couldn't have come at a better time for me.It was a lesson once again in going for what you want and believing it can happen. Don't hold back. Go for it! Good things will happen. If you've enjoyed this episode please leave us a 5 star review, share it with everyone you know and colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more. This episode is for anyone who wants to improve their self talk.Get Loan Team Training for YOUR Team: loanteamtraining.comLoan Team Training is Powered by The Mortgage Marketing AnimalsShow highlights:00:40 - How Irene manifested this interview02:00 - What is self talk07:55 - Lessons from the Nursery - No one is born to fail09:50 - The Success/Failure Imagination Experiment13:30 - Irene's Father's story15:00 - Parenting with self-talk19:00 - The evolution of self-talk20:20 - Thinking in the Language of Success24:05 - Secondhand Self-talk27:30 - Self-Talk is backed by SCIENCE31:50 - “How will I know it's working”34:30 - Starting with Self-Talk+41:10 - The First Class example42:00 - What's next for Dr. Shad45:00 - Weight loss self-talk49:00 - “What to Say When You Talk To Yourself”50:55 - “Self talk has made THE difference in my life”53:55 - Check the links for Dr. Shad's workWhere to get self talk:selftalkplus.comBooks by Dr. Shad HelmstetterWhat To Say When You Talk to YourselfPredictive Parenting-What To Say When You Talk to Your KidsWho Are you really and What Do You Want?

In this episode, I'm joined by Valerie Saunders, President of NAMB (National Association of Mortgage Brokers). Valerie is a dynamic individual and a self-described "overachieving volunteer". We discuss her own career journey, as well as the many things NAMB offers its members and the industry at large.If you want to attend NAMB Focus 2024 this January, remember to use promo code FOCUS24 for free registration to the event in Kissimmee, FL. https://namb.org/focus/Contact Valerie: president@namb.orgIf you've enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.Get Loan Team Training for YOUR Team: loanteamtraining.comLoan Team Training is Powered by The Mortgage Marketing AnimalsShow Highlights:01:30 - What is NAMB05:55 - “A Volunteering Overachiever”13:30 - Overcoming fear of public speaking15:20 - “People need somebody to ask questions to”20:00 - The need for team training27:00 - There are SO many aspects to the mortgage industry30:20 - How Valerie helps ensure a good mindset34:15 - Valerie's morning routine36:25 - NAMB Focus 202441:15 - “Adapt and overcome! It's going to be better.”46:20 - NAMB.org (use FOCUS24 promo code)

In this solo episode, we discuss contacting your past clients to ensure they're not JUST past clients, but current and future clients as well as endless sources of referrals.We start discussing the quarterly method and the best ways to frame the conversation. We also discuss the necessity of ASKING for the referral, remember the client is always on your mind but you are not always on their mind.If you've enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.Get Loan Team Training for YOUR Team: loanteamtraining.comLoan Team Training is Powered by The Mortgage Marketing AnimalsShow Highlights:00:25 - Calling past clients01:45 - Appreciation Conversations02:35 - You're thinking about THEM03:50 - Ask for Referral07:40- There's ALWAYS a reason to call08:15 - They're not JUST past clients09:05 - Share the show with colleagues or friends who would benefit

“Great Salespeople know that they're blessing people.” Irene Duford is the guest this week as we share a previously recorded conversation with the hosts of Loan Officer Success, Mike Cardascia and Erica Homefield. We do a deep dive into what coaching looks like for me. We discuss how I coach on things like: the one thing you need to tweak to get more business, how to effectively better your mindset, and how I help my clients build a team. Tune in to hear why coaching might be just what you need to take the next step towards your business' success.If you've enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.Get Loan Team Training for YOUR Team: loanteamtraining.comLoan Team Training is Powered by The Mortgage Marketing AnimalsShow Highlights:00:15 - “What we say to ourselves, really matters!”02:00 - How Irene helps people get the results they're looking for05:00 - The Queen of self talk05:45 - What's holding YOU back07:45 - Building new habits with systems and processes11:00 - Our biggest obstacle, fear13:10 - Hiring the RIGHT people14:00 - WOW Team Training15:35 - Client Conversion Training15:55 - LoanTeamTraining.com16:40 - Where do you START training new hires19:30 - “Great salespeople knows they're blessing people.”20:30 - “Be committed, and just do it.”

“As I change, people don't always like my change. But I gotta be okay with that because I want to be better!”Today's guest is a firecracker and I'm excited to have her back on the show. Jen Conley and I met more than a decade ago, and have grown in the business alongside each other. Jen had me on her podcast just as we were launching this one, and I wanted to share that discussion with you today. Jen and I share our own insights and experiences in overcoming fear in our business and personal lives.If you've enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.Get Loan Team Training for YOUR Team: loanteamtraining.comLoan Team Training is Powered by The Mortgage Marketing AnimalsShow Highlights:03:30 - The origin of the Freedom Club12:00 - Why people get stuck in fear17:40 - Our thoughts create our emotions, our emotions create our actions, our actions create our results23:15 - Focus on what I can control27:40 - You can change your mental state31:20 - LoanTeamTraining.com

“If something is important to me, it has to be important enough that I prioritize it on my calendar and make it happen.”Adriana Bates is the owner and founder of Clear Mortgage. She's also a loving wife, mother and a friend I've known and coached for years. I'm excited to share her story and insights with you in this episode.We start talking about motivation, discuss the trials of having a young family and harmonizing them with your work life. We discuss a few inspirational books and podcasts, and then learn how to enjoy every season of our life. This is a great conversation with a dynamic leader, don't miss it!If you've enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.Get Loan Team Training for YOUR Team: loanteamtraining.comConnect with Adriana and her team: https://www.clearkc.com/our-team/adriana-bates/Show Resources:Think Positive - Daily AffirmationsDiscipline is DestinyThe E-Myth RevisitedLoan Team Training is Powered by The Mortgage Marketing AnimalsShow Highlights:01:30 - The secret to Adriana's motivation02:45 - Adriana's family life06:30 - “I'm the one that missed out!”09:00 - Adriana's journey to mortgage10:45 - Think Positive: Daily Affirmations podcast13:00 - The role fitness plays in mindset16:00 - Lessons learned through hardship19:15 - Discipline is Destiny by Ryan Holiday21:30 - Giving our families our best26:50 - “Fear comes from a lack of knowing”35:00 - “Nobody has ARRIVED”37:00 - The E-Myth Revisited38:35 - Enjoying every season of life42:40 - “Journeys are hard for me when I'm forcing myself to do something I really hate”43:45 - Encouragement for those in today's market

“If you go to surgery you certainly don't want the doctor to be worried about the surgery!”Alyson Rixner is the President of the Orlicki Group, and a good friend who's got a lot to teach us about process and systems. I'm excited to share her story and insights with you in this episode.We start talking about what your process IS, or should be, talk through how Alyson systematized her own business, and share the simple formula for more sales and better customer service, no matter what industry you are in.If you've enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.Get Loan Team Training for YOUR Team: loanteamtraining.comConnect with Alyson and her team: https://orlickigroup.com/Loan Team Training is Powered by The Mortgage Marketing AnimalsShow Highlights:01:15 - The emotions in the Housing Market today03:30 - How does the Orlicki Group manage emotions05:10 - Positive self-talk is emotional management07:45 - the importance of emotional intelligence10:55 - Delivering what you promise14:00 - Managing “broken promises”22:10 - The formula for managing conflict24:50 - Compassion is key27:00 - Human Relations for Business28:25 - “A losing situation where everyone won in the end.”32:55 - “We learn more from our mistakes than we do from our wins”

“When you can do things you enjoy doing, you're going to be happier!”This episode features our first returning guest, Kenny Duford, a Loan Partner for Paul Dolan of the Dolan Mortgage Team. This time our conversation is focused on his career as a Loan Partner, and the impact that position can bring to YOUR business.We start with the decision to MOVE to the position of Loan Partner, the different personalities that lead to different roles in a Loan Officer's team and then discuss the steps you can take to hire the right partner and build a better team than ever before.If you've enjoyed this episode please leave us a 5 star review, share it with everyone you know and colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more. This episode is for anyone who wants to grow their mortgage business by building the right team.Get Loan Team Training for YOUR Team: loanteamtraining.comLoan Team Training is Powered by The Mortgage Marketing AnimalsShow highlights:01:00 - Kenny's Mortgage Origin story02:25 - Commission vs. Salary05:25 - Compensation/Benefits package for Loan Partner07:50 - How to trust a Loan Partner with your clients11:15 - Learning to work with a new Loan Partner14:25 - How a Loan Partner makes themselves indispensable15:45 - The joy of being a Loan Partner16:30 - Seeing the process AS a homebuyer17:00 - The Power of Process18:30 - What's a habit for success that works for Kenny19:45 - Lessons from Kenny's team22:00 - Appreciate your PEOPLE24:30 - A book recommendation for loan teams27:30 - 1 key to hiring the RIGHT Loan Partner30:35 - Client Conversion Training33:00 - The next Client Conversion Training session

Hamilton Lao is the Business Development Rep for Jing's Mortgage Team, as well as a coaching client and friend of mine. I'm excited to share his story and insights with you in this episode.We start talking about his teaching background, his transition to mortgage and how he learned to build reframe rejections as on-ramps for relationships.If you've enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.Get Loan Team Training for YOUR Team: loanteamtraining.comFind The Secret Sauce Podcast: https://youtube.com/@SecretSaucewithHamiltonLaoLoan Team Training is Powered by The Mortgage Marketing AnimalsShow Highlights:01:30 - Hamilton's mortgage origin04:00 - Hamilton's evolving role in his team06:15 - Community Events as a launch pad09:50 - Making the calls11:45 - Secret Sauce Podcast17:45 - Putting people in a place where they can help people23:30 - The No-Laptop vacation31:00 - Becoming a Broker34:30 - Building a Milestone Mindset39:30 - Receiving and Perceiving Rejection45:30 - Would you change anything about your path46:30 - Encouragement for Sales Pros