Podcasts about loan officers

What does it really feel like to start over in mortgage when you have zero industry experience?In this episode of Laugh, Lend & Eat, Fobby Naghmi and Justin Neal sit down with Eleni Theodorakos, a brand-new loan officer navigating her first year in the business.Eleni describes the beginning in one word: terrifying. She talks candidly about leaving a world where she already knew how to succeed, stepping into mortgage, and realizing, “I think this is the hardest thing I've ever done.”The conversation gets into the parts of becoming a loan officer that rarely make it into the recruiting pitch: learning dozens of systems, questioning whether you made the right career move, dealing with a long sales cycle, figuring out which daily activities actually produce income, and finding the little wins when the results have not shown up yet.Most importantly, Eleni explains why she keeps going. Instead of retreating when things get uncomfortable, she keeps adjusting, learning, and putting her energy into the business. As she says, once she gets that energy channeled in the right direction, “there's going to be no stopping me.”Fobby and Justin also look back at their own early years in mortgage and discuss why beginning your career in a difficult market may ultimately make you a stronger loan officer.This episode is about more than mortgages. It is about starting before you feel ready, questioning yourself without quitting, and learning to get comfortable with the uncomfortable.

Could you handle a sales call if you had zero time to prepare?During this Takers team huddle, Ace puts loan officers on the spot with live client roleplays to see who actually knows their sales script and who still needs work.Because when the real client picks up, you don't get a practice round.Watch the team get hot-seated, work through different client conversations, and see why preparation and repetition matter in mortgage sales.Support the show⚡READY TO BUILD A REAL CAREER IN SALES, MORTGAGES, OR LEADERSHIP?Apply here and choose your track. Already happy with your career? Grab the standalone products and trainings anytime inside the shop.

Take the free Predictable Income Map quiz at predictableproducer.com/quiz. Five questions, two minutes. Find out exactly which of the 5 stages you are in and what is keeping you there. What if a simple Google review strategy could help more borrowers find you before they ever talk to another lender?In this episode, Steve shares a real example of a borrower who found him through ChatGPT, completed an application, and ultimately closed a loan that generated $5,500 in revenue. That experience led Steve to rethink how he collects Google reviews and how AI can make the entire process dramatically easier. You'll hear how he's asking clients and agents for reviews at the right moment, getting them to include specific loan types and locations, and using AI to reconcile past closings against existing reviews and personalize the outreach. What could have taken 20+ hours of manual work can now be handled in a fraction of the time.This isn't just about getting more reviews. It's about building the long money that helps future clients find you, trust you, and come ready to do business. To learn more about Predictable Producer, visit LoanOfficerLeadership.com. Ready to build a predictable production system? The 5-Day Predictable Producer Challenge walks you through identity, the math, your warm list, your calendar, and the exact ask, one day at a time. On demand. Start today at predictableproducer.com/challenge. 

Take the free Predictable Income Map quiz at predictableproducer.com/quiz. Five questions, two minutes. Find out exactly which of the 5 stages you are in and what is keeping you there. What if a simple Google review strategy could help more borrowers find you before they ever talk to another lender?In this episode, Steve shares a real example of a borrower who found him through ChatGPT, completed an application, and ultimately closed a loan that generated $5,500 in revenue. That experience led Steve to rethink how he collects Google reviews and how AI can make the entire process dramatically easier. You'll hear how he's asking clients and agents for reviews at the right moment, getting them to include specific loan types and locations, and using AI to reconcile past closings against existing reviews and personalize the outreach. What could have taken 20+ hours of manual work can now be handled in a fraction of the time.This isn't just about getting more reviews. It's about building the long money that helps future clients find you, trust you, and come ready to do business. To learn more about Predictable Producer, visit LoanOfficerLeadership.com. Ready to build a predictable production system? The 5-Day Predictable Producer Challenge walks you through identity, the math, your warm list, your calendar, and the exact ask, one day at a time. On demand. Start today at predictableproducer.com/challenge. 

Episode 685 Join Carl White, Jim Reed, and the community at the next LIVE event in Clearwater Beach, Florida. Grab your spot at MastermindRetreats.com. Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White and Jim Reed. In this episode, Carl White and Jim Reed talk about what loan officers should be focused on right now to build a stronger business, create more opportunities, and prepare for the year ahead. Carl and Jim break down four areas they believe deserve consistent attention: going deep with 10 to 20 referral partners, staying visible with a much larger group of agents, getting intentional about your money, and creating clear goals with a simple business plan. They also share their own experiences with building wealth and why making money is only part of the equation. Carl explains why money should be viewed as a vehicle for solving problems and fulfilling dreams, while Jim shares why earning, saving, investing, and simply paying attention to your finances can make such a significant difference over time. The conversation also turns to implementation. Carl and Jim explain why the people who see results fastest are often the ones who take action quickly, follow a proven model before trying to improve it, and focus on a small number of priorities they know they will actually complete. Plus, they discuss why having at least three sources of leads can help loan officers navigate changing markets and share the story of one loan officer who recently went from closing one or two loans per month to five or six by getting back to the plan and doing the work. If you want to head into the coming year with more clarity around your production, referral partners, finances, and goals, this episode will help you identify what deserves your attention and start putting a plan into action.

Realtor relationships can become one of the strongest sources of long-term business for a loan officer, but sending the same generic pitch to every agent isn't going to make you stand out.In this training, Ace breaks down how loan officers can take a more targeted approach to building Realtor referral relationships.Instead of immediately asking an agent to “give you a shot,” start by figuring out what actually matters to that specific Realtor. Research their business, understand where they're trying to grow, identify what they need, and build your approach around value you can genuinely provide.Ace walks through two strategies and explains how he would research a potential Realtor partner, develop a customized pitch, earn their trust with an initial opportunity, and turn that into a long-term referral relationship.If you're a loan officer looking to generate more Realtor referrals, build stronger referral partnerships, and create a consistent source of purchase mortgage business, start by making your approach specific to the person you're trying to reach.Support the show⚡READY TO BUILD A REAL CAREER IN SALES, MORTGAGES, OR LEADERSHIP?Apply here and choose your track. Already happy with your career? Grab the standalone products and trainings anytime inside the shop.

What does it actually take to build a relationship-driven IMB that grows 80% year over year — without losing its culture? In this episode of Connect, California MBA CEO Paul Gigliotti sits down with Artin Babayan, Founder and CEO of Premier Plus Lending, for a candid, open-kimono conversation on what separates focused IMBs from the pack, why saying no to good opportunities is sometimes the best growth strategy, and how deep relationships — not AI automation — will determine who wins the next cycle. Artin spent 20 years as a top-producing loan originator before building Premier Plus into a high-performing Southern California IMB with 43% of production in non-QM, a $20 million minimum production standard, and a culture built from the core out. This is the playbook. In this episode: - Why smaller IMBs can move at light speed when it comes to technology adoption — and why that's their biggest competitive edge over larger lenders - The LOS transition that takes a small IMB 6 months vs. 18 months for a big one — and why that gap matters - Why complexity is the enemy of growth — and how Premier Plus is tackling it head-on - The hard choices: when to let someone off the bus — and why waiting always makes it worse - Why 43% of Premier Plus production year-to-date is non-QM — and why that's intentional in the LA market - The internal model that treats loan officers like clients — and how one LO went from $10-15M a year to on pace for $50M - "People don't care how much you know until they know how much you care" — the accountability culture behind the growth - Why deep relationships with referral partners, not AI automation, will separate the winners in the next cycle - The counter-intuitive advice Artin would give any IMB leader right now: say no to good opportunities Connect is the California MBA's podcast where strategy, innovation, and leadership come together to shape the future of mortgage finance. Subscribe for new episodes featuring the voices driving the industry forward.

In this episode of The Loan Officer Podcast, host Dustin Owen sits down with Shane Kidwell, a former firefighter who has successfully transitioned into a top-producing loan officer and recognized AI expert in the mortgage industry. During their engaging conversation, Shane shares the inspiring story of how he leveraged artificial intelligence to revolutionize his mortgage business, moving away from traditional hiring practices and instead utilizing AI virtual assistants to perform specialized tasks with greater efficiency and at a fraction of the cost. Shane delves into the practical, real-world applications of AI that have made the biggest impact on his business operations. He discusses how he uses AI tools to automate the creation and scheduling of social media content, generate SEO-optimized blog posts to boost online visibility, and streamline financial reconciliation processes that once consumed hours of manual work. By integrating these AI-driven solutions, Shane has been able to scale his business, reduce overhead, and focus more on client relationships and strategic growth. Throughout the episode, Shane also addresses some of the most common mistakes that beginners make when adopting AI in their workflow. He explains the importance of understanding context windows, which refers to how much information an AI model can process at once, and the pitfalls of selecting the wrong AI models for specific tasks, which can lead to inefficiencies and frustration. Shane emphasizes the need for mortgage professionals to educate themselves on the capabilities and limitations of different AI tools to maximize their benefits. Shane's core message to listeners is clear: by thoughtfully building a specialized AI team tailored to your business needs, you can reclaim valuable time, achieve a healthier work-life balance, and significantly increase your profitability in the competitive mortgage industry. He encourages loan officers to embrace AI not as a replacement for human talent, but as a powerful ally that can handle repetitive and time-consuming tasks, freeing up professionals to focus on what truly matters, serving their clients and growing their business. TLOP's Originator Coaching:

Episode 684 Join Carl White, Jim Reed, and the community at the next LIVE event in Clearwater Beach, Florida. Grab your spot at MastermindRetreats.com. Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Jim Reed. In this episode, Jim Reed sits down with loan officer Mike Graber to talk about why a challenging mortgage market can actually create some of the biggest opportunities for growth. Mike shares why agents are looking for loan officers who bring energy, ideas, and solutions instead of joining in on the negativity. Jim and Mike break down how loan officers can strengthen agent relationships, create more opportunities through education, and stay in front of more referral partners without trying to build a deep relationship with every single one. They also discuss the importance of getting back to the fundamentals, including consistent prospecting, following up with pre-approved borrowers, tracking agent relationships, and using simple text messages to start conversations that lead to business. Mike shares how implementing proven strategies instead of making excuses helped him grow his production significantly, along with the role trust, consistency, and being willing to fail played in that growth. Plus, Jim and Mike lay out what they would do if they suddenly found themselves with an empty pipeline, including calling agents, expanding product knowledge, reconnecting with old leads, and getting their mindset back where it needs to be. If your production has slowed down or you are wondering where the opportunities are in today's market, this episode will give you practical ideas for getting back into conversations and creating momentum.

In this episode, Christopher Smith, a seasoned mortgage professional with 30 years of experience, shares insights on building a successful career in the mortgage industry, mentoring new loan officers, and leveraging unique loan products like the all-in-one loan. Discover strategies for navigating market challenges and seizing new opportunities in real estate finance.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Host Justin White sits down with:•   Betsy Tinervin, Founder – Realtor® Rise AcademyWinning More Agent Relationships Through Active Listening, Strategic Value and Long-Term PartnershipWith more than 10 years of experience as a real estate agent, Betsy Tinervin has seen firsthand how mortgage loan originators try to earn real estate agent business. When she launched her own coaching business, Betsy focused on helping LOs understand what builds trust with real estate agents — and what causes them to tune out. In Episode #132 of Good. Better. Broker., host Justin White sits down with Betsy to discuss how loan officers can become strategic growth partners who help agents win more business.Listeners will learn how to shift from pitching their services to advising real estate agents with practical insights, active listening and long-term value — creating stronger referral relationships and more consistent agent-driven business.Key Takeaways for Mortgage Brokers•   How to use active listening to uncover what real estate agents need before making a pitch•   How to deliver value that helps agents grow their business and see you as a true partner•   Why becoming a strategic growth partner can lead to stronger Realtor® relationships and more purchase opportunitiesIn this episode about agent-LO relationships, we discuss ...•   1:46 – how Betsy started coaching agents and loan originators•   2:20 – why Betsy got into coaching•   3:30 – how Betsy decided LOs would be her target audience•   4:07 – the meaning of Attract, Impact, Elevate•   5:24 – how Betsy advises LOs to attract real estate agents•   6:14 – quality vs. quantity with real estate agents•   7:07 – the right real estate agent to work with•   8:58 – delivering value for agents•   10:44 – where LOs go wrong on cold calls with agents•   13:45 – how long it takes an LO to change an agent's business•   15:00 – what agents should look for in a lender partner•   17:16 – bringing LOs and agents togetherShow Contributor:Betsy TinervinConnect on LinkedInConnect on FacebookConnect on InstagramView website: The Strategic LOContact by email: info@RealtorRiseAcademy.comContact by phone: 813-609-0229About the Host:Justin White is UWM's in-house brand journalist and the host of UWM Daily. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram or TwitterConnect with UWM on Social Media:•   Facebook•   LinkedIn•   Instagram•   Twitter•   YouTubeHead to uwm.com to see the latest news and updates.

In this episode of the Loan Officer Podcast, host Dustin Owen and co-host Marketing Mike engage in a lively debate about the true value of professional conferences for mortgage industry professionals. They explore the different factors that loan officers should consider when deciding whether or not to attend these events, taking into account the various stages of a mortgage professional's career. Mike offers a word of caution to newer loan officers, suggesting that those just starting out should focus their time and resources on finding a good coach and building a strong local network before investing in expensive conferences. He believes that establishing a solid foundation at home can provide more immediate benefits for those who are still learning the ropes. On the other hand, Dustin highlights the unique opportunities that conferences can provide for intentional networking and professional growth. He shares his perspective that, when approached with a clear plan, conferences can be a powerful tool for expanding one's network and learning from industry leaders. Dustin recommends that loan officers limit themselves to attending no more than two conferences per year in order to maximize the value of each experience and avoid burnout. Both hosts agree that it is crucial for attendees to set specific goals and objectives before registering for any event. By doing so, loan officers can ensure that their time and money are well spent, rather than wasted on activities that do not contribute to their professional development. The episode also includes a special sponsor segment featuring Coach Christy, who takes a moment to promote her comprehensive originator coaching program. She explains how her program is designed to help loan officers at all stages of their careers achieve greater success through personalized coaching and support. Overall, the discussion provides valuable insights for mortgage professionals who are considering whether attending conferences is the right move for their business and career growth. TLOP's Originator Coaching:

Send us Fan Mail3 HATS. 1 HUSTLE. Mortgage. Real Estate. Renovations.Cat Blackmon joins Mark Jones on RealEstateAF to break down what happens when one person has actually worked across all three sides of the transaction.Cat started as a loan officer assistant, became a Realtor, moved into mortgage origination, invested in and renovated properties, and built a business around understanding how the pieces actually fit together.We get into consistency, lead generation, investing, hard money, renovation financing, managing contractors, the $40,000 mistake that can happen on a flip—and then the conversation turns to one of the industry's hottest topics: Realtors becoming licensed loan officers.We discuss where dual licensing can genuinely benefit a consumer, where compensation models become questionable, and the difference between actually originating a mortgage versus simply sending a referral.CONNECT WITH CAT BLACKMONWebsite: CatBlackmon.comLinkedIn: Cat Blackmon on LinkedInReal Estate Profile: Cat Blackmon — Texas Edge RealtyBiggerPockets: Cathleen Blackmon on BiggerPocketsMortgage: Sr. Loan Officer | LoanPeople | NMLS #884811Real Estate: REALTOR® GRI | Texas Edge Realty | License #638326-SAPhone: (210) 870-8173Mortgage Email: Cat.Blackmon@LoanPeople.comReal Estate Email: Cat@TexasEdgeRealty.comREAL ESTATE AFHosted by Mark Jones | NMLS #513437Powered by LoanBot — Smarter Mortgage MatchingCHAPTERS00:00 Getting Better Every Day00:32 Welcome to RealEstateAF01:29 Cat's Journey: LOA → Realtor → Loan Officer02:29 Three Hats: Mortgage, Real Estate & Renovations13:43 Needle-Moving Activities & Consistency18:17 Becoming a Real Estate Investor20:42 Hard Money & Flipping23:18 Renovation Lending & Today's Market29:18 Finding Deals on the MLS30:47 The 70% Rule33:58 GC vs. Managing Subcontractors36:56 Renovation Nightmares38:18 The $40,000 Mistake40:22 Flip or Wholesale?45:53 The Dual-Licensing Debate46:33 Referral Fees & Commission Splits49:25 What Real Mortgage Origination Looks Like52:17 One Point of Contact58:34 Dual Licensing From the Consumer Side1:01:17 Cat's Five-Year Vision1:02:34 Rapid Fire1:07:26 Final AdviceDISCLAIMERThis podcast is for educational and entertainment purposes only and is not legal, tax, investment, real estate, mortgage, or compliance advice. Opinions are those of the individual speakers and do not necessarily represent their affiliated companies. Discussions involving licensing, compensation, referrals, RESPA, lending, or real estate regulations are general in nature; consult the appropriate broker, lender, compliance department, regulator, or legal professional regarding your specific circumstances. Loan programs, rates, terms, and eligibility are subject to applicable lender and program guidelines. Not all applicants will qualify. Nothing in this episode constitutes a commitment to lend.#RealEstateAF #Mortgage #RealEstate #RealEstateInvesting #RenovationSupport the showRealEstateAF is Powered by LoanBot.com Host: Mark Jones | Sr. Loan Officer | NMLS# 513437 If you would like to work with Mark on your next home purchase or as a partner visit iThink Mortgage.

In this episode, Michael Most shares his 26-year journey in the mortgage industry, his approach to building a nationwide team, and how he leverages AI to enhance recruiting and relationship management. Listeners will gain insights into trust-based client relationships, effective team building, and innovative use of technology. In this episode, we explore innovative strategies for scaling a mortgage fulfillment business, leveraging technology, systems, and team management to reach a billion-dollar goal.   Learn More in the Blog Article → https://investorfuel.com/blog/how-to-recruit-loan-officers/   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this LoanOfficerPodcast.com episode, the host Chris Johnstone sits down with Anthony Casa, CEO of UMortgage, to discuss how loan officers can grow their business in today's changing mortgage market. Anthony shares the strategies his organization uses to help loan officers build self-generated businesses, deepen relationships within their communities, leverage AI, expand into specialty lending, and build a personal brand that attracts the right clients and referral partners. In this episode, you'll learn: •⁠  ⁠How to build a stronger self-generated mortgage business through referral relationships, open houses, community events, and strategic outreach—and why loan officers should eventually shift from mostly outreach to more in-person relationship building. •⁠  ⁠⁠How AI can help loan officers uncover the right loan products, manage their pipeline, stay in touch with their database, and compete as mortgage technology continues to evolve. •⁠  ⁠⁠Why specialty lending, including HELOCs, second liens, non-QM, and other niche products, can help loan officers differentiate themselves and serve more customers in today's market. Anthony also shares why he believes the loan officers with the largest referral networks will have a major advantage in the future, how AI-powered search is already influencing how consumers find lenders, and why consistent, authentic social media content can build a powerful personal brand over time. If you're a loan officer looking to generate more referrals, use AI more effectively, expand your product knowledge, build a stronger database, and prepare for the future of the mortgage industry, this episode is packed with actionable insights. Listen to the full episode now to learn from Anthony Casa and discover how to build more relationships, serve more clients, and position yourself to win in the evolving mortgage market. And if you enjoy the episode, please subscribe, share it with another loan officer, and leave us a 5-star review. Your support helps us continue bringing you valuable conversations and proven strategies from the mortgage industry's top leaders.

Lee Kotler is a loan officer and one of Mike's best friends. He is also a deep thinker who has experienced loss of family and several friends. This is a special episode.Please rate us on Apple and/or Spotify and subscribe to our YouTube channel This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit mikeyopp.substack.com/subscribe

In this episode of The D.O. Show, host Dustin Owen takes a deep dive into the psychology behind why many financially qualified homebuyers hesitate or freeze when it comes time to move forward with a purchase. He breaks down the issue into three primary reasons: concerns about monthly payments, uncertainty about the timing of their purchase, and a lack of trust in the process or the professionals involved. Dustin explains that loan originators should shift their focus away from simply qualifying buyers for the largest possible loan amount and instead prioritize helping clients find a monthly payment that feels comfortable and sustainable for their unique situation. He encourages loan officers to guide buyers through realistic market scenarios, providing clear and honest information about what to expect so that clients can make informed decisions with confidence. Dustin also stresses the importance of asking thoughtful, meaningful questions to uncover the true reasons behind a buyer's hesitation, rather than making assumptions or applying pressure. By understanding the root causes of a client's concerns, loan originators can offer more personalized support and solutions. Additionally, he highlights the critical role of collaboration between loan officers and realtors, emphasizing that a coordinated and transparent approach leads to better outcomes for everyone involved. When loan officers and realtors work together to provide honest, consistent guidance, they help transform hesitant buyers into confident decision-makers who feel empowered rather than pressured or manipulated. Through empathy, education, and teamwork, Dustin believes that industry professionals can create a more positive and productive homebuying experience for their clients. TLOP's Originator Coaching:

The Moneywise Radio Show and Podcast Wednesday, September 2nd  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Allyn Medeiros, Sr. Loan Officer for Agape Mortgage  website: https://allynmedeiros.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Allyn Medeiros & Agape Mortgage are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management

Your rate sheet is not what brings in leads and closes loans. The way you present yourself is, and most originators have never been taught how to do it.In this episode of The 360 Experience Podcast, Tim Braheem sits down with Melody Barooni, a public speaking coach and the founder of Aligned Voices, to unpack the presentation and communication skills that separate the originators who get remembered from the ones who get forgotten.Whether you are presenting to a room of Realtors, sitting across from a borrower, or working a CPA for referrals, you are presenting yourself. Tim and Melody get into why connection beats polish, how letting go of your own agenda makes you more magnetic in a sales conversation, and the specific mechanics behind a talk that gets you invited back.Top Takeaways for Loan Officers:1️⃣ Find Your Authentic Voice. Melody breaks down the difference between relaying information and actually connecting, and how speaking from what is alive in you transforms the room and how you feel doing it.2️⃣ Connection Beats Polish. Tim and Melody explain why showing only your perfect side pushes people away, and why vulnerability is what makes an audience feel like you are one of them.3️⃣ Detach From the Sale to Win It. Learn why walking into a meeting asking "how do I get this person's business" kills your presence, and how a service-first mindset makes you the person people want to work with.4️⃣ Design a Talk That Gets You Invited Back. From the five ways to open so the room leans in, to the simple opening-three-points-close structure, to the finishing touches most presenters skip.5️⃣ The Practice Behind Every Great Presentation. Why practice is 80% of the work, how to rehearse for a live room instead of a quiet desk, and the pre-and-post routine that keeps you improving instead of beating yourself up.ABOUT TIM BRAHEEMWith more than 25 years of experience as a highly successful mortgage professional, industry leader, educator, and life coach, Tim Braheem is committed to engaging with people on a deep level and helping them uncover the barriers they have placed in the way of having the level of success they deserve in both their business and personal lives.FOLLOW Instagram ► https://www.instagram.com/tbraheem/LinkedIn ► https://www.linkedin.com/in/timbraheemTHE LOAN ATLASJOIN ► https://go.theloanatlas.com/membership FOLLOWInstagram ► https://www.instagram.com/theloanatlas/YOUTUBE ► https://www.youtube.com/@LoanAtlas----------

Scott Morris, Branch Manager at Envoy Mortgage, and Tovah Payne, Loan Officer at Envoy Mortgage, joined Keith Smith & Jerry Miller live on “Real Talk With Keith Smith” powered by YES Realty Partners and Yonna Smith! “Real Talk” airs every Friday from 10:15 am – 11 am on The I Love CVille Network! “Real Talk With Keith Smith” is presented by El Mariachi Mexican Bar & Grill, Fincham & Associates, Inc., Free Enterprise Forum, Envoy Mortgage, Intrastate Service Co, Mejicali, Tailored Closet, Premier Garage, Budget Blinds and YES Realty Partners.

Episode 676 Schedule a one on one free coaching call, click here or visit LoanOfficerStrategyCall.com. Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, Carl White sits down with Kevin Gillespie to break down one of the biggest opportunities for mortgage leaders looking to grow their branch: recruiting the right loan officers. Kevin explains why successful recruiting is not about waiting for good producers to come along, but about building a repeatable system for identifying the right people, starting conversations, and guiding potential recruits through a clear process. Carl and Kevin discuss why the first recruiting meeting should be less about showing off your products, technology, and compensation plan and more about asking questions, listening, and discovering what the loan officer actually wants. From there, leaders can create a plan that shows how joining their team could help that person increase production, gain more time freedom, and reach their goals. They also explain why consistent follow-up matters just as much in recruiting as it does when building relationships with referral partners. A great candidate may not be ready to make a move today, but staying in touch and continuing to demonstrate value can dramatically improve your chances when the timing is right. Whether you're a producing branch manager, non-producing manager, or mortgage leader looking to grow your team, this episode gives you a practical framework for creating a recruiting process that attracts better candidates, improves conversions, and sets new team members up for success from day one. To learn more about Kevin Gillespie's Leadership Academy and strategies for growing a stronger mortgage team, visit ProfitDrivenPlan.com.

Relying on one source of mortgage leads puts your entire pipeline in one place.In this training, Ace breaks down 7 different ways loan officers and mortgage brokers can generate leads and build a more consistent pipeline. Ace also shares real examples of strategies he's used to generate business, including turning social media content into mortgage leads, combining targeted data with direct mail, creating referral campaigns, and building partnerships with other local businesses.You don't need to implement all seven at once. The goal is to understand the opportunities available to you and start building a mortgage business with multiple ways to generate new opportunities.Topics Covered:• Mortgage lead generation• Paid mortgage leads• Data leads• Direct mail marketing• Social media lead generation• Referral strategies• Strategic partnerships• Networking and events• Building a consistent mortgage pipeline• Loan officer marketingWant the full training?Get the complete 7 Ways to Get Sales in Today's Market Workshop Replay and dive deeper into each strategy, how Ace uses them, and how you can start implementing them in your own business.⚡ GET THE FULL WORKSHOP REPLAY:https://acezacademy.com/product/7-ways-to-get-sales-in-todays-market-replay/Subscribe for more loan officer training, mortgage broker strategies, lead generation, sales training, and business growth content from Takers Brokerage.Support the show⚡READY TO BUILD A REAL CAREER IN SALES, MORTGAGES, OR LEADERSHIP?Apply here and choose your track. Already happy with your career? Grab the standalone products and trainings anytime inside the shop.

This episode was sponsored by Cardiff, AgentU, Brew-RE, & Mortgage Pro Pod   LightSpeed VT: https://www.lightspeedvt.com/ Dropping Bombs Podcast: https://www.droppingbombs.com/ Today's Dropping Bombs episode features Eric Braun (known online as Not Your Average Lender) the nationally recognized mortgage pro named a Top 40 Under 40 by National Mortgage Professional, who got sober at 20 and talked his way into a mortgage telemarketing job with zero experience, zero connections, and zero college.   Eric breaks down why personal branding is quietly the biggest edge in the loan business, the relationship-first playbook that beats donut-drop schmoozing every time, and his mission to build a no-compromise platform pushing toward $1 billion in annual loan volume.   This conversation separates excuses from action — if a broke, sober 20-year-old telemarketer can build toward a billion dollars in loan volume, what's yours? Listen now. Your next chapter starts here.  

Send us Fan MailJimmy Millen speaks passionately about helping as many people as possible achieve the dream of homeownership. The passion is real, and his love for making homeownership a reality for individuals and families is unmatched.He is a true champion and advocate for helping fellow real estate professionals reach the highest levels of skill, mindset, and success.You MUST see this episode!

In this engaging episode of the Loan Officer Podcast, host Dustin Owen is joined by Marketing Mike and producer Karina Mojica as they dive deep into the world of mortgage lending. Together, they explore five common phrases that mortgage loan originators frequently use, which Dustin finds particularly frustrating based on his extensive experience in the industry. Drawing from thousands of candid conversations with professionals across the United States, Dustin provides valuable insights into why statements such as "I have access to hundreds of lenders," "my processor can't talk to clients," "I just need an assistant," "I can do this part-time," and "what's the best company to work for?" often reveal underlying misconceptions or counterproductive attitudes within the profession. Throughout the episode, Dustin breaks down each phrase, explaining how these statements can reflect a mindset that may hinder personal and professional growth. For example, he discusses how claiming access to numerous lenders can sometimes be a distraction from building meaningful relationships with clients and referral partners. He also addresses the importance of empowering team members, such as processors, to communicate directly with clients in order to create a smoother and more efficient loan process. The conversation further explores the misconception that hiring an assistant is a cure-all solution, and why treating mortgage origination as a part-time job can limit success in a highly competitive field. Additionally, Dustin, Mike, and Karina examine the tendency for new and experienced originators alike to focus on finding the "best" company, rather than seeking out strong leadership, supportive culture, and opportunities for personal development. Each frustration Dustin shares is transformed into a practical lesson, encouraging loan originators to shift their focus toward adding real value for clients, building scalable and sustainable business systems, and prioritizing mentorship and leadership over simply chasing a well-known company name. By the end of the episode, listeners are left with actionable advice and a renewed perspective on what it takes to thrive as a mortgage loan originator. The discussion serves as both a reality check and a motivational boost, inspiring professionals to adopt a growth-oriented mindset and make intentional choices that will set them up for long-term success in the mortgage industry. TLOP's Originator Coaching:

In this episode of The D.O. Show, host Dustin Owen delivers an urgent warning to mortgage professionals about the rapidly escalating threat of AI-powered fraud schemes targeting homebuyers and industry participants. He explains that scammers are now leveraging advanced technologies such as voice cloning, spoofed emails, and sophisticated fake identities to convincingly impersonate loan officers and other trusted parties. These criminals use these tactics to deceive borrowers and redirect wire transfers during the critical closing process, putting both clients and professionals at significant financial risk. Dustin delves into the specific methods fraudsters employ, such as mimicking the exact tone and mannerisms of a loan officer's voice, sending emails from addresses that appear legitimate, and creating fake websites or documents that are nearly indistinguishable from the real thing. He stresses that in today's environment, even a familiar voice on the phone or a seemingly authentic email is no longer sufficient proof of identity. To help mortgage professionals and their clients stay protected, Dustin shares a series of practical, actionable steps. He recommends educating borrowers early in the process about the risks of wire fraud and the tactics scammers use. Establishing verified, secure lines of communication is essential, as is implementing multi-factor authentication for sensitive transactions. Dustin also advises creating clear, company-wide protocols for responding to suspicious requests or unexpected changes in wiring instructions, ensuring that every team member knows how to react quickly and appropriately. Throughout the episode, Dustin emphasizes the importance of proactive preparation. He urges loan officers to have these critical conversations with both their borrowers and their internal teams before any fraud attempt occurs, rather than waiting until after an incident has taken place. By taking these steps, mortgage professionals can help safeguard their clients, their reputations, and their businesses from the ever-evolving threat of AI-driven fraud. Let our team connect you with a Real Estate Expert local to you! https://tloponline.com/real-estate-help/ 

Send us Fan MailMortgage companies are recruiting Realtors to obtain MLO licenses and earn mortgage-side compensation. Is this smart vertical integration—or could it create a RESPA problem?In this episode of RealEstateAF, Mark Jones sits down with San Antonio independent mortgage broker John Hudson, who brings nearly 29 years of mortgage experience, to examine the growing Realtor-to-MLO trend.We are not arguing that Realtors should never become loan officers. Texas permits someone to serve in both roles under certain conditions. The real question is what the person is being paid to do.Is the Realtor performing real, necessary and documented mortgage-origination services—or is an MLO license being used as a wrapper around a paid referral?THE CENTRAL TAKEAWAY:A license may authorize someone to perform mortgage work. It does not automatically make a referral compensable. The actual mortgage work matters.IN THIS EPISODE:• Why Realtors and mortgage companies are exploring new revenue streams• How a tougher housing market helped create this trend• The difference between a referral and legitimate origination work• Why “limited extra effort” is a major warning sign• RESPA Section 8 and unearned-fee concerns• Consumer steering, divided loyalty and lender choice• Whether the borrower is actually receiving better pricing• Builder incentives and the payment-first sales strategy• Gen Z buyers and down-payment-assistance opportunities• Why fundamentals may generate more income than dual licensing• Questions every Realtor should ask before joining one of these programsQUESTIONS REALTORS SHOULD ASK:• What exact mortgage responsibilities will I perform?• Who will supervise and train me?• Who is responsible for compliance?• Who will actually structure and complete the loan?• What happens when a loan is transferred to another originator?• Can my client freely select another lender?• Will I be expected to recommend this company to every client?• Has my real estate broker approved the arrangement?• Does the lender or investor permit the dual role?• Is my compensation different on down-payment-assistance loans?• Would this arrangement still make sense without my personal leads?Mark's position:“I'm not against Realtors becoming serious mortgage professionals. I'm against Realtors obtaining an MLO license for the sole purpose of receiving compensation for handing the transaction to someone else.”ABOUT THE GUEST:John HudsonIndependent Mortgage Broker | San Antonio, Texashttps://hmmtg.com/john-hudson/POWERED BY:LoanBot — Smarter Mortgage MatchingLoanbot.comCONNECT WITH MARK:https://mortgagetalkwithmark.comPRIMARY RESOURCES:CFPB — RESPA Section 8 FAQs:https://www.consumerfinance.gov/compliance/compliance-resources/mortgage-resources/real-estate-settlement-procedures-act/real-estate-settlement-procedures-act-faqs/CFPB — Regulation X §1024.14:https://www.consumerfinance.gov/rules-policy/regulations/1024/14/Texas Department of Savings and Mortgage Lending:https://www.sml.texas.gov/mortgage-origination/faqs/Texas Real Estate Commission Rules:https://www.trec.texas.gov/agency-information/rules-and-laws/trec-rulesData, rates, programs and market conditions discussed were current as of the recording date and may have changed.DISCLAIMER:This program is provided for education and entertainment only. It is not legal, compliance, tax, financial, real estate or individualized mortgage advice. The opinions expressed by the host and guest are their own. Discussion of marketing materials or business models should not be interpreted as an allegation that any particular company or individual violated the law. Mortgage programs, rates, terms and eligibility requirements are subject to change and underwriting approval.Mark Jones | NMLS #513437iThink Mortgage powered by Premier Mortgage Resources LLC | NMLS #1169Equal Housing Lender#RealEstateAF #RESPA #MortgageIndustry00:00 The Realtor-to-MLO controversy04:55 The RESPA line: referral vs. real mortgage work09:40 Why this trend is growing now20:15 Mortgage rates and the housing lock-in effect28:10 The “limited extra effort” recruiting pitch35:10 Does the consumer actually get a better deal?37:35 How builders are winning payment-sensitive buyers45:55 Gen Z, FHA and down-payment assistance53:30 Shortcuts have ceilings—fundamentals don't57:30 Questions Realtors must ask and our final verdictSupport the showRealEstateAF is Powered by LoanBot.com Host: Mark Jones | Sr. Loan Officer | NMLS# 513437 If you would like to work with Mark on your next home purchase or as a partner visit iThink Mortgage.

Dustin Gray, Founder & CEO, Homeowners.ai. Key Highlights: 80% of borrowers forget their loan officer within 3-6 months-Why?; birthday cards and drip emails are not retention; your database is bigger than closed loans; and loyalty is earned through repeated value, not one -time transactions.

Episode 669 Schedule a one on one free coaching call, click here or visit LoanOfficerStrategyCall.com. Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, Carl White sits down with Brandon Hutcheson to explore a simple phrase that can transform the way loan officers lead their business: "Clear is kind." Together, they discuss why clarity is one of the most overlooked leadership skills and how becoming more intentional with your communication can strengthen relationships with referral partners, borrowers, and team members alike. Brandon shares why too many loan officers approach real estate agents with a predetermined pitch instead of genuine curiosity. Rather than leading with products, tools, or presentations, he explains why asking thoughtful questions, understanding an agent's goals, and listening more than talking creates stronger partnerships that lead to more referrals over time. Carl also shares the surprising results from an AI outreach experiment that reinforced the power of building relationships before making an offer. They also dive into leadership inside your own business, discussing why many loan officers struggle after hiring their first team members. Brandon explains how unclear expectations create unnecessary frustration and why defining a few key responsibilities can dramatically improve both performance and accountability. If you're looking to become a better leader, build stronger referral relationships, and communicate with greater confidence, this episode will show you why clarity isn't just good leadership. It's one of the fastest ways to grow your business. If you want to join Carl White, Jim Reed, Brandon Hutcheson, and the community at the next LIVE event in Clearwater Beach, Florida, grab your spot early at MastermindRetreats.com.

In this episode of the Loan Officer Podcast, host Dustin Owen is joined by Marketing Mike and producer Karina Mojica as they unveil an exciting new SaaS product specifically designed to empower mortgage loan originators in tracking and managing their daily, weekly, and monthly activities with greater efficiency and clarity. The trio dives deep into the "The Loan Officer's Playbook" with its robust suite of features, which include innovative Theme Days to help structure workweeks, a system for tracking meaningful conversations with clients and prospects, a referral account pyramid to strategically grow business relationships, integrated CRM tools for seamless client management, and comprehensive team performance dashboards that provide valuable insights into productivity and goal attainment. Beyond business operations, the Playbook also incorporates elements that encourage personal and professional growth, such as prompts for daily reading, exercise routines, networking opportunities, and content creation strategies to help loan officers build their personal brands and expand their reach. Currently in its beta testing phase, this powerful tool is being offered free of charge to coaching members, while non-members will have the option to access it through a subscription model. Throughout the episode, Dustin, Mike, and Karina share insights into the development process, discuss the feedback received from early adopters, and outline the future vision for the platform, making this a must-listen for anyone looking to elevate their mortgage business. TLOP's Originator Coaching:

What happens when a teacher becomes a loan officer?In this episode, Ace sits down with Amy to discuss her transition from education to the mortgage industry, what inspired her career change, and the surprising similarities between teaching and sales.Amy shares how classroom management prepared her for client conversations, what it's like working in a high-performing mortgage brokerage, her experience as a woman in a predominantly male sales environment, and the leadership culture that has helped her grow.Whether you're considering a career as a loan officer, transitioning from another profession, or looking to grow in mortgage sales, this conversation offers valuable insights into building confidence, developing new skills, and finding success in the industry.Topics Covered:Becoming a loan officerCareer change into mortgagesTeaching and salesMortgage broker cultureWomen in mortgageLeadership and professional growthBuilding confidence in salesSubscribe for more loan officer training, mortgage broker coaching, career insights, and behind-the-scenes conversations from Takers Brokerage.Support the show⚡READY TO BUILD A REAL CAREER IN SALES, MORTGAGES, OR LEADERSHIP?Apply here and choose your track. Already happy with your career? Grab the standalone products and trainings anytime inside the shop.

What makes someone leave a successful career in life insurance to become a loan officer?In this episode, Ace sits down with Matthew to discuss his transition from life insurance sales to the mortgage industry. They talk about what motivated the change, the biggest differences between the two careers, the challenges of starting over, and the opportunities he's found as a mortgage professional.If you're considering becoming a loan officer, exploring a career in mortgage lending, or simply interested in the differences between life insurance and mortgage sales, this conversation offers firsthand insight into the journey.Topics Covered:-Transitioning from life insurance to mortgages-Becoming a loan officer-Mortgage broker career-Sales mindset-Career growth-Building a business in the mortgage industry-Lessons learned from both industriesSubscribe for more loan officer training, mortgage broker coaching, recruiting insights, and behind-the-scenes conversations from Takers Brokerage.Support the show⚡READY TO BUILD A REAL CAREER IN SALES, MORTGAGES, OR LEADERSHIP?Apply here and choose your track. Already happy with your career? Grab the standalone products and trainings anytime inside the shop.

In this episode, mortgage expert Dustin Owen delves into a widespread misconception that many loan officers face: the belief that their primary challenge is a lack of leads, when in reality, the true issue often lies in ineffective follow-up strategies. Dustin explains that simply reaching out with generic messages such as "just checking in" or "touching base" rarely elicits a response from borrowers. These types of messages fail to engage clients because they do not offer any compelling reason for the borrower to reply or move forward in the process. Instead, Dustin emphasizes that effective follow-up should always add value to the conversation. He suggests that each interaction should either provide new information, make the decision-making process easier for the client, or ask targeted, specific questions that prompt a meaningful response. By doing so, loan officers can position themselves as trusted advisors rather than persistent salespeople. To help loan officers improve their follow-up techniques, Dustin outlines five actionable follow-up strategies. First, he recommends scenario updates, where officers share new loan options or changes in market conditions that could impact the borrower's situation. Second, he suggests property-specific outreach, such as sending information about new listings or recent sales that match the client's interests. Third, he advocates for sharing educational content, like articles or videos that help borrowers better understand the mortgage process or current market trends. Fourth, he highlights the importance of milestone check-ins, reaching out at key points in the client's journey to offer support and guidance. Finally, he encourages direct communication, which involves asking clear, specific questions that require a response, rather than vague or open-ended inquiries. Dustin also stresses that these follow-up principles are just as important when building and maintaining relationships with realtors. He points out that meaningful follow-up with real estate partners should feel like genuine guidance and support, not like chasing or pestering. By consistently providing value and demonstrating expertise, loan officers can strengthen their professional relationships and become the go-to resource for both borrowers and realtors alike. TLOP's Originator Coaching:

The following guest sits down with host Justin White:•   Kristin O'Neil – Sr. Loan Officer, Open Door Lending With Easy Access to Information, Borrowers Need Mortgage Brokers More Than EverWith endless information at their fingertips, borrowers can learn about mortgages before they even talk with a loan originator. What does that mean for mortgage brokers, especially as more people turn to AI for advice? Listen to Episode #128 of Good. Better. Broker. as we sit down with a mortgage broker who cuts through the digital noise to help her clients make the best decisions for their short- and long-term goals.In this episode of the Good. Better. Broker. podcast, you'll learn how to advise borrowers who use AI to learn about mortgages.In this episode, we discuss ...•   1:51 – prioritizing clients' long-term goals•   5:20 – helping clients navigate the emotions of the mortgage process•   6:59 – educating clients without overwhelming them•   9:11 – how to assess clients' goals•   11:03 – keeping rate conversations positive•   13:29 – helping borrowers who aren't ready to buy•   16:27 – why Kristin doesn't hard-sell clients•   17:59 – helping self-employed borrowersShow Contributor:Kristin O'NeilConnect on LinkedIn Connect on FacebookConnect on InstagramAbout the Host:Justin White is UWM's in-house brand journalist and the host of UWM Daily. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University. Connect with Justin on LinkedIn, Instagram or Twitter Connect with UWM on Social Media:•   Facebook•   LinkedIn•   Instagram•   Twitter•   YouTubeHead to uwm.com to see the latest news and updates. 

Success as a loan officer comes from building the right habits, learning from top performers, and consistently improving your craft.In this episode, we sit down with one of Takers Brokerage's newest loan officers after spending a week training in the office. They discuss what helped build confidence, the importance of surrounding yourself with experienced professionals, developing daily rituals, staying coachable, and creating a foundation for long-term success in the mortgage industry.Whether you're new to the business or looking to take your production to the next level, this conversation offers valuable insights into what it takes to grow as a mortgage professional.**Topics Covered:**• Loan officer training• Building confidence in sales• Mortgage broker success• Daily rituals and consistency• Learning from top producers• Mortgage career growth• Creating long-term successSubscribe for more loan officer training, mortgage broker coaching, recruiting insights, sales strategies, and behind-the-scenes content from Takers Brokerage._________________________________________________________________Interested in becoming a loan officer? The Mortgage Track is the training program that helped each of these Takers get started. Learn more at acezacademy.comSupport the show⚡READY TO BUILD A REAL CAREER IN SALES, MORTGAGES, OR LEADERSHIP?Apply here and choose your track. Already happy with your career? Grab the standalone products and trainings anytime inside the shop.

Celtics Summer League has come and gone and there are a lot of story lines to come of it! Make sure to listen to the full podcast to see who you need to keep an eye out for!This podcast is brought to you by me, Guy DePlacido. I have been a Loan Officer servicing MA, NH and ME for the last 5 years so if you are looking to buy or refinance, reach out to me today at (978) 804-7756 or email me at guy.deplacido@ccm.com! Like the Boston Celtics, I know that you need a great team behind you to win so this year I am partnering with some of my favorites including Deb Burke, and Collin Tucker.If you're looking to buy or sell a home in the near future meet Deb Burke, your trusted realtor at Compass Real Estate, serving MA and NH. With a passion for finding dream homes, Deb is committed to making your real estate journey a breeze. Whether you're buying or selling, Deb's got your back. Reach out today at 978-930-4621 or email deb.burke@compass.com to start your next chapter. Let's turn your real estate dreams into reality!After getting preapproved with me and finding your home with Deb Burke, you'll want to make sure your home is protected and for that, there is nobody better than Collin Tucker at Berlin Insurance Group. Collin is a local agent but he is licensed in all of New England with over 20+ carriers for auto and home insurance guaranteeing the lowest quote possible. I have worked with Collin so many times not only for my clients insurance needs but mine as well. Reach out to Collin Tucker at Berlin Insurance Group at 508-459-1226 or Collin@berlininsurancegroup.comWant to monetize your own show? Grab our plug-and-play Podcast Sponsorship Bundle here: https://guydeplacido.gumroad.com/l/qqstsa

July 15, 2026 In this episode of NARPM Radio, host Pete Neubig sits down with Jordan Coleman, Loan Officer at Live Oak Bank, to explore how financing can help property management companies grow. They discuss refinancing debt to improve cash flow, funding hiring and marketing initiatives, and financing acquisitions. Jordan also shares what lenders look for, common acquisition mistakes, and practical advice for property managers preparing for their next stage of growth.

In this LoanOfficerPodcast.com episode, the host Chris Johnstone sits down with mortgage marketing expert Chelsea Gardner to discuss how today's loan officers can generate more mortgage leads, build a stronger personal brand, and grow their business using AI, paid advertising, and organic social media. Chelsea shares the proven marketing strategies she uses to help loan officers stay visible, attract qualified borrowers, and create a consistent pipeline of new business without relying on outdated marketing tactics. In this episode, you'll learn:     • How AI is changing mortgage marketing and why loan officers need to optimize for ChatGPT and AI search.     • The paid advertising and retargeting strategies that generate higher-quality mortgage leads and increase conversions.     • How consistent social media content helps loan officers build trust, attract referrals, and grow their mortgage business. Whether you're a new loan officer looking for your first clients or an experienced mortgage professional wanting to generate more referrals and close more loans, this episode is packed with actionable marketing advice you can implement immediately. Listen now to discover how Chelsea Gardner helps loan officers build predictable lead generation systems through AI, paid ads, and content marketing. If you enjoyed this episode, be sure to subscribe to LoanOfficerPodcast.com and leave us a 5-star review. Your support helps us continue bringing conversations with the mortgage industry's top producers, marketers, and business leaders.

Episode 661 Ready to bring more value to your real estate agent relationships? Visit MMADemo.com to see how our National Agent Mastermind gives members a proven reason to start more conversations every month. Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, Carl White sits down with Jim Reed to unpack a surprising Freddie Mac statistic that challenges one of the biggest myths circulating in the mortgage industry today. While some claim that building relationships with real estate agents is no longer necessary, Carl explains why the data tells a completely different story and why the highest producing loan officers continue to prioritize agent partnerships. Carl and Jim discuss how 76% of buyers use the lender recommended by their real estate agent, and why that number jumps to an incredible 87% among top producing agents. They explain why chasing shortcuts and avoiding agent outreach often leads loan officers toward lower quality lead sources, while consistent relationship building continues to produce the strongest long-term results. Throughout the conversation, they break down the simple math behind building a six figure increase in annual income by consistently reaching out to qualified real estate agents. Carl shares practical prospecting benchmarks, explains the importance of setting realistic expectations using the proven "10-3-1" sales framework, and shows why one meaningful conversation a day can completely transform a loan officer's business over time. They also discuss how successful meetings with referral partners are built around curiosity instead of sales pitches, why asking thoughtful questions creates stronger relationships, and why authentic conversations consistently outperform polished presentations. Along the way, Carl introduces a collection of his favorite relationship-building questions that have helped him connect with referral partners for decades. If you've ever wondered whether pursuing real estate agent relationships is still worth your time, this episode delivers practical data, proven strategies, and a clear roadmap for building referral partnerships that generate more conversations, more referrals, and more loans.

Success in the mortgage industry is built on one thing: execution.In this training, Ace shares the habits, mindset, and daily disciplines that separate top-producing loan officers from everyone else. Learn how to manage your leads, build stronger client relationships, stay organized, maintain consistent follow-up, and execute every day regardless of the circumstances.Whether you're struggling with lead conversion, follow-up, prospecting, or simply staying disciplined, these principles will help you build a stronger mortgage business over the long term.Topics Covered:• Mortgage lead management• Loan officer mindset• Follow-up strategies• Client relationship building• Daily sales habits• Mortgage sales training• Personal branding for loan officers• Consistency and executionSubscribe for more loan officer training, mortgage broker coaching, sales strategies, and real-world insights from Takers Brokerage.Support the show⚡READY TO BUILD A REAL CAREER IN SALES, MORTGAGES, OR LEADERSHIP?Apply here and choose your track. Already happy with your career? Grab the standalone products and trainings anytime inside the shop.

Every loan officer has one objection they'll never forget.In this video, the Takers Brokerage team share the toughest mortgage objections they've faced, how they responded, and the lessons they learned from those conversations.From hesitant borrowers to crazy conversations, you'll hear real experiences from active loan officers and practical strategies you can apply to your own calls.Whether you're a new loan officer, experienced mortgage broker, or looking to improve your objection handling skills, this discussion offers valuable insights from professionals in the field.Topics Covered:• Mortgage objection handling• Real loan officer experiences• Client communication• Building confidence on calls• Sales strategies for mortgage professionals• Loan officer trainingSupport the show⚡READY TO BUILD A REAL CAREER IN SALES, MORTGAGES, OR LEADERSHIP?Apply here and choose your track. Already happy with your career? Grab the standalone products and trainings anytime inside the shop.

In this episode of the Loan Officer Podcast, host Dustin Owen is joined by Marketing Mike and Karina Mojica for an in-depth discussion on career progression for mortgage loan originators. Together, they take a comprehensive look at the typical journey of a loan officer, examining the various stages and transitions that professionals encounter as they advance in their careers. Dustin challenges the widespread assumption that moving into branch management or divisional management is the ultimate solution to career frustrations and plateaus. Instead, he argues that most loan officers would benefit more from developing stronger business systems and adopting an operator's mindset, which can lead to greater satisfaction and success within their current roles. Throughout the episode, Dustin methodically breaks down each stage of the mortgage loan originator's career path, starting with the rookie phase and moving all the way up to the divisional manager level. He outlines the realistic expectations, responsibilities, and potential pitfalls associated with each position, providing listeners with a clear understanding of what it truly means to progress within the industry. The conversation highlights the importance of setting achievable goals and maintaining a long-term perspective, rather than seeking quick fixes or assuming that a promotion will automatically resolve underlying issues. Key takeaways from the episode include the necessity of consistent lead generation, the value of reinvesting in your business, and the importance of building scalable processes that support both professional growth and personal well-being. Dustin, Mike, and Karina emphasize that achieving work-life harmony and long-term success in the mortgage industry requires a strategic approach, ongoing self-improvement, and a willingness to adapt. By focusing on these core principles, loan officers can create sustainable careers that offer both financial rewards and personal fulfillment. TLOP's Originator Coaching:

Giannis is heading to Miami and now Boston is sitting here after dangling JB's name in trade offers once again. Is this the final straw for JB? Brad Stevens was interviewed after the first round of the draft and that made it seem even more likely he was being traded. We talk about that as well as the Celtics draft picks at 27 and 40 so make sure to listen to the full pod!This podcast is brought to you by me, Guy DePlacido. I have been a Loan Officer servicing MA, NH and ME for the last 5 years so if you are looking to buy or refinance, reach out to me today at (978) 804-7756 or email me at guy.deplacido@ccm.com! Like the Boston Celtics, I know that you need a great team behind you to win so this year I am partnering with some of my favorites including Deb Burke, and Collin Tucker.If you're looking to buy or sell a home in the near future meet Deb Burke, your trusted realtor at Compass Real Estate, serving MA and NH. With a passion for finding dream homes, Deb is committed to making your real estate journey a breeze. Whether you're buying or selling, Deb's got your back. Reach out today at 978-930-4621 or email deb.burke@compass.com to start your next chapter. Let's turn your real estate dreams into reality!After getting preapproved with me and finding your home with Deb Burke, you'll want to make sure your home is protected and for that, there is nobody better than Collin Tucker at Berlin Insurance Group. Collin is a local agent but he is licensed in all of New England with over 20+ carriers for auto and home insurance guaranteeing the lowest quote possible. I have worked with Collin so many times not only for my clients insurance needs but mine as well. Reach out to Collin Tucker at Berlin Insurance Group at 508-459-1226 or Collin@berlininsurancegroup.comWant to monetize your own show? Grab our plug-and-play Podcast Sponsorship Bundle here: https://guydeplacido.gumroad.com/l/qqstsa

Take the free Predictable Income Map quiz at predictableproducer.com/quiz. Five questions, two minutes. Find out exactly which of the 5 stages you are in and what is keeping you there. Most loan officers don't have a lead problem. They have an activity problem.In this episode, Steve breaks down what a productive loan officer day actually looks like, why being busy isn't the same as building a pipeline, and the one daily activity that creates consistent closings.You'll learn:The difference between being busy and being productive Why most loan officers spend time on activities that don't generate loans The simple math behind consistent production How 10 conversations and 10 asks per day can transform your business Why a structured calendar creates freedom, not restriction If you're tired of wondering what to do every morning, this episode will help you focus on the activities that actually move the needle.Day 4 of the 5-Day Predictable Producer Challenge is all about building a calendar that creates consistent results. Join the movement at loanofficerleadership.com and we'll send you the details when the next challenge opens.The calendar is what makes the system run automatically instead of relying on willpower. Ready to build a predictable production system? The 5-Day Predictable Producer Challenge walks you through identity, the math, your warm list, your calendar, and the exact ask, one day at a time. On demand. Start today at predictableproducer.com/challenge. 

In this episode of the Loan Officer Podcast, host Dustin Owen is joined by Marketing Mike and producer Karina Mojica for an in-depth discussion that dives into Dustin's personal investment journey, sparked by a thought-provoking conversation with coaching student Kelly. Dustin opens up about the pivotal moments that shaped his approach to investing, beginning with the story of how he transformed a $60,000 angel investment in fattmerchant into an impressive $900,000 return. He candidly shares the valuable lessons he learned from his early missteps in real estate flipping, highlighting the importance of due diligence and understanding market cycles. Dustin goes on to explain the reasoning behind his strategic decision to focus on building equity through his own company, Top, rather than relying solely on external ventures. The conversation also touches on some of his failed business ventures, offering listeners insight into the realities of entrepreneurship and the resilience required to bounce back from setbacks. Looking ahead, Dustin outlines his ambitious plans to acquire and scale blue-collar businesses, emphasizing the untapped potential in these industries and the opportunities they present for long-term growth. Throughout the episode, Dustin, Mike, and Karina engage in a lively discussion about the principles that guide successful investing. Dustin offers key advice for both new and seasoned investors: invest wisely, diversify your portfolio, and, most importantly, always bet on the right people. The episode is packed with actionable insights, real-world examples, and motivational stories designed to inspire listeners to take control of their financial futures and make informed investment decisions. TLOP's Originator Coaching:

The Celtics season may have ended a month ago but we're still wrapping it up! We also talk about the biggest rumor in the NBA right now and that is the potential JB for Giannis Swap! Is it worth it? I guess you'll have to tune in to find out!This podcast is brought to you by me, Guy DePlacido. I have been a Loan Officer servicing MA, NH and ME for the last 5 years so if you are looking to buy or refinance, reach out to me today at (978) 804-7756 or email me at guy.deplacido@ccm.com! Like the Boston Celtics, I know that you need a great team behind you to win so this year I am partnering with some of my favorites including Deb Burke, and Collin Tucker.If you're looking to buy or sell a home in the near future meet Deb Burke, your trusted realtor at Compass Real Estate, serving MA and NH. With a passion for finding dream homes, Deb is committed to making your real estate journey a breeze. Whether you're buying or selling, Deb's got your back. Reach out today at 978-930-4621 or email deb.burke@compass.com to start your next chapter. Let's turn your real estate dreams into reality!After getting preapproved with me and finding your home with Deb Burke, you'll want to make sure your home is protected and for that, there is nobody better than Collin Tucker at Berlin Insurance Group. Collin is a local agent but he is licensed in all of New England with over 20+ carriers for auto and home insurance guaranteeing the lowest quote possible. I have worked with Collin so many times not only for my clients insurance needs but mine as well. Reach out to Collin Tucker at Berlin Insurance Group at 508-459-1226 or Collin@berlininsurancegroup.comWant to monetize your own show? Grab our plug-and-play Podcast Sponsorship Bundle here: https://guydeplacido.gumroad.com/l/qqstsa

Episode 655 Schedule a one on one free coaching call, click here or visit LoanOfficerStrategyCall.com. Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, Carl White breaks down the seven biggest mistakes loan officers make when building relationships with real estate agents and explains why these common missteps often prevent referrals from ever happening. With agent referrals accounting for the majority of purchase business, Carl shares why understanding what agents actually want is the key to creating long-term referral partnerships. Carl walks through practical examples of where loan officers go wrong, including talking too much about themselves, leading with rates and products, failing to clearly communicate their value, and focusing on what they need instead of how they can help agents grow their business. He explains why top-producing agents are not looking for another lender, but rather a trusted partner who can help them close more deals, convert more leads, and create a better experience for their clients. Throughout the episode, Carl shares actionable strategies for standing out in a crowded market, including the importance of asking better questions, building trust through consistency, and implementing a follow-up system that helps agents recover opportunities they may have otherwise lost. He also discusses why many loan officers waste time chasing the wrong referral partners instead of focusing on a small group of qualified agents who can have a meaningful impact on their business. Carl also addresses one of the biggest reasons loan officers fail to build agent relationships: quitting too early. He explains why trust is built through repeated value, consistent communication, and showing up long before a referral arrives. Rather than looking for quick wins, Carl encourages listeners to focus on becoming a resource that agents genuinely want to work with over the long term. If you're looking to generate more purchase business, strengthen your referral relationships, and become the loan officer agents confidently recommend, this episode provides a clear roadmap for avoiding costly mistakes and building partnerships that lead to more closings.

Brian Decker didn't just stumble into the investing world - he earned his way there. Starting in the mortgage industry in 2004, Brian climbed to become one of the Top 10 Loan Officers in the entire country out of more than 500,000, eventually founding his own mortgage bank, Modern Lending, in 2019. But Brian didn't stop there. He took everything he learned about money, leverage, and wealth creation and built a diverse investment portfolio spanning real estate, crypto, and beyond - and now runs one of the top investing communities on Skool.   In this episode, Brian lays out his step-by-step investing plan for the next five years, what the current market is telling him, and why the moves you make right now will define your financial position for the decade ahead. If you've been waiting for a clear roadmap from someone who has actually done it at the highest level, this is the episode you've been waiting for. Book your call with Neo Home Loanshttps://www.neoentrepreneurhomeloans.com/wjpodcast/ Book your mentorship discovery call with Cory RESOURCESGet business funding - revenued.com/juice

Episode 653 Schedule a one on one free coaching call, click here or visit LoanOfficerStrategyCall.com. Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, Carl White sits down with Jim Reed to explore a simple parenting story that reveals a powerful lesson about leadership, communication, and managing people. What starts as a conversation about their fathers quickly turns into a deeper discussion about how loan officers, branch managers, and business owners can lead more effectively without relying on anger, frustration, or emotional reactions. Carl and Jim share personal stories about moments that shaped their understanding of accountability and respect. They discuss why the best leaders address problems quickly, communicate expectations clearly, and avoid the common trap of letting frustration build until it turns into an emotional outburst. The conversation also highlights the importance of setting healthy boundaries with clients, referral partners, team members, and even family members. They break down the difference between correcting behavior and becoming passive aggressive, why praise should happen publicly while correction should happen privately, and how many leadership challenges can be solved through calm, direct communication. Whether you're managing a team, building relationships with referral partners, or simply trying to become a better communicator, the lessons in this episode are practical, relatable, and immediately applicable. If you've ever struggled with difficult conversations, setting expectations, or balancing accountability with empathy, this episode offers valuable insights that can help you become a stronger leader both in business and in life.

Episode 650 Schedule a one on one free coaching call, click here or visit LoanOfficerStrategyCall.com. Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, Carl White sits down with Brian Stevens from Mortgage Shots to unpack the headline-grabbing lawsuit between Rocket Mortgage and UWM, and what it really means for everyday loan officers. What starts as a conversation about two mortgage giants battling over servicing rights quickly turns into a powerful lesson about protecting and nurturing your own database before somebody else does. Carl and Brian break down the real value behind mortgage servicing portfolios, why refinance opportunities never fully disappear, and how loan officers often make the mistake of ignoring their "best opportunity" sitting right inside their own database. Through stories, analogies, and real-world examples, they explain why consistent communication with past clients matters more than worrying about competitors calling your people. This episode is packed with practical insights about database marketing, refinance recapture, client retention, and the mindset loan officers need to win long term. Carl and Brian also discuss how top companies use information, trends, and market intelligence to stay ahead, while reminding listeners that the same principles apply whether you are managing billions in servicing or simply building a referral-based business one relationship at a time. To learn more about Brian Stevens and subscribe to his daily mortgage industry updates, visit MortgageShots.com.