Podcasts about loan officers

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.

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 know they need to work harder.Very few know their number.In this episode, Steve breaks down one of the biggest breakthroughs in building a predictable business: identifying the specific daily activity number that drives consistent results.After years of tracking production, coaching loan officers, and analyzing tens of thousands of outbound calls, Steve discovered a pattern that holds true across markets, experience levels, and production goals. The problem isn't motivation. The problem is measurement.You'll learn why identity and activity must work together, how predictable producers remove emotion from the equation, and why knowing your number creates freedom, consistency, and confidence in your business. If you've ever wondered exactly what activity is required to hit your goals instead of guessing and hoping, this episode will help you see your business through an entirely different lens. 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 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.

In this episode of Sales Lead Dog, Christopher Smith sits down with Listy Limon, Chief Revenue Officer at GFS Home Loans, to discuss leadership, mortgage sales, AI, CRM adoption, customer trust, and building high-performing sales teams in a challenging market. With more than 20 years of experience across the mortgage industry, Listy shares practical lessons on leadership, structure, accountability, and why service continues to separate top producers from everyone else. She also explains how AI, digital branding, and changing customer expectations are reshaping the mortgage industry faster than many professionals realize. Listy is known for combining strategic leadership with hands-on execution, helping teams grow while staying deeply connected to customers and day-to-day operations. The conversation also explores sales culture, coaching, CRM discipline, and what it takes to stay relevant in an increasingly digital sales environment. What You'll Learn • Why trust and service matter more than rates alone • How AI is changing customer behavior in mortgage sales • The importance of structure and consistency in leadership • Why personal branding now impacts referrals and revenue • How CRM discipline improves sales performance • What separates top-performing loan officers from the rest • Lessons from leading through a difficult mortgage market • Why transparency and communication build stronger teams • How to create accountability without fear-based leadership Guest Information Listy Limon Chief Revenue Officer, GFS Home Loans LinkedIn: https://www.linkedin.com/in/listylimon/ Listy Limon is a passionate, people-first mortgage executive with over 20 years of hands-on experience across all areas of the industry. As Chief Revenue Officer at GFS Home Loans, she leads national growth initiatives, develops high-performing teams, and drives revenue growth through a strong focus on people, process, and purpose. Recognized as a NEXT Powerhouse Leader and one of NMP Magazine's 40 Under 40 Mortgage Professionals, Listy combines strategic vision with hands-on leadership. She is passionate about empowering teams, improving customer experience, and helping shape the next generation of leaders. Based in the Dallas–Fort Worth area, Listy is also a proud mother of three boys and enjoys spending time outdoors fishing and attending live music events with her husband Frankie. About Sales Lead Dog Sales Lead Dog is hosted by Christopher Smith, CRM technology and sales process expert, and founder of Empellor CRM. Each episode features sales leaders who have separated themselves from the rest of the pack, sharing how they achieve success with their teams and their CRM strategy. Unless you are the lead dog, the view never changes. Connect and Learn More All episodes and show notes: https://empellorcrm.com/salesleaddog/ If this episode brought you value:

Episode 648 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 growth opportunities in the mortgage business: recruiting the right loan officers and building a team that actually sticks. They unpack why most recruiting conversations fail, the common mistakes branch managers make, and how the best recruiters create certainty, trust, and a clear growth plan instead of just pitching compensation or company perks. Carl and Kevin dive into practical strategies for attracting top talent, including using social media to build familiarity before ever making contact, creating a step-by-step development plan for recruits, and helping loan officers see a better future instead of just another job opportunity. They also discuss the importance of simplicity, support, accountability, and why exclusivity and urgency matter when bringing the right people onto a team. This episode is packed with insights for branch managers, team leaders, and even loan officers considering a move to a new company. Whether you are trying to recruit stronger talent, improve retention, or evaluate your own next step in the industry, Carl and Kevin share real-world lessons on what actually makes people stay, grow, and succeed long term. To learn more about Kevin Gillespie's recruiting strategies and leadership program, visit ProfitDrivenPlan.com.

Most buyers think having a pre-approval means they are ready to buy a home. Rickeshia Odell says not so fast.Rickeshia is a REALTOR with eXp Realty licensed in Minnesota and Wisconsin. She has been walking buyers and sellers through one of the biggest financial decisions of their lives for over 12 years. In this conversation she breaks down what most people get wrong before they ever make an offer, why you should call your realtor before your loan officer, what upfront costs most buyers never see coming, and how knowing your why makes the difference between someone who closes and someone who stalls.She also gets into what sellers misunderstand about their own home value, what really happens when a deal falls through, and why her approach has always been about walking with people hand in hand instead of just pushing papers across a table.If you are thinking about buying or selling a home, this conversation is for you.Connect with Rickeshia Odell:Phone: 612-839-9509Email: rickeshia.odell@exprealty.comTroy Holt is a Certified Financial Education Instructor, Navy veteran, and debt elimination specialist. He helps families pay off their mortgage and all debt in five to seven years without refinancing. Visit TroyHolt.com to book a free consultation.

Most loan officers believe the mortgage business is naturally unpredictable.One month is great.The next month feels slow.And nobody ever explains how to create consistency.In this episode, Steve shares the breakthrough that changed everything: predictable income comes from predictable activity.You'll learn:Why most loan officers stay stuck in “high highs and low lows” The simple shift from chaos to predictability How tracking activity changes your production The 5 shifts that helped Steve rebuild production from the ground up Why the right structure creates freedom... not restriction Steve also shares how he rebuilt his business from a broken database and no active referral relationships to over $80,000 in monthly personal revenue in just 8 months by following a repeatable process.This episode is the foundation for becoming a Predictable Producer.The Predictable Producer Challenge launches June 1st.To get early access and be part of the movement, head to LoanOfficerLeadership.com and click “Join the Movement.” 

Most loan officers believe the mortgage business is naturally unpredictable.One month is great.The next month feels slow.And nobody ever explains how to create consistency.In this episode, Steve shares the breakthrough that changed everything: predictable income comes from predictable activity.You'll learn:Why most loan officers stay stuck in “high highs and low lows” The simple shift from chaos to predictability How tracking activity changes your production The 5 shifts that helped Steve rebuild production from the ground up Why the right structure creates freedom... not restriction Steve also shares how he rebuilt his business from a broken database and no active referral relationships to over $80,000 in monthly personal revenue in just 8 months by following a repeatable process.This episode is the foundation for becoming a Predictable Producer.The Predictable Producer Challenge launches June 1st.To get early access and be part of the movement, head to LoanOfficerLeadership.com and click “Join the Movement.” 

If you're ready to stop chasing more leads when the real issue may be hidden in your follow-up, head over to GetMoreLoans.com and schedule a free call. Tell us where the leaks may be in your business, and we'll help you build a simple plan to tighten things up and close more loans. Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, Carl White dives deeper into one of the biggest hidden problems loan officers face: poor follow-up and lack of tracking. He explains why so many opportunities are lost not because leads are bad, but because follow-up is too slow, too weak, or simply inconsistent. Carl breaks down how better systems, stronger accountability, and clear activity tracking can dramatically improve conversions without necessarily adding more leads. From database follow-up to pre-approved buyers to agent relationships, he shares how plugging the holes in your current system can often create more closings faster than chasing new business. This episode is a practical reminder that before pouring more leads into your pipeline, you need to make sure your bucket isn't leaking. With the right structure, support, and simple daily disciplines, loan officers can stop losing business they already earned and start building a more predictable, profitable mortgage business.

JOIN THE COMMUNITY: skool.com/loan-officer-leadership The free room for loan officers done running on hope.A lot of loan officers believe top producers are just naturally charismatic.But what if the real difference isn't personality… it's process?In this episode, Steve breaks down why some loan officers stay stuck at 2–4 loans a month while others consistently close 15, 20, or even 30+ loans… regardless of market conditions. You'll learn:Why personality may get the appointment, but process keeps the relationship The “same way every time” system top producers rely on How predictable producers eliminate inconsistency Why identity and action have to work together The mindset shift that creates long-term growth and momentum This episode is a powerful reminder that consistency beats charisma, and predictable success comes from repeatable habits.Steve also shares details about the new resources and community being built for loan officers who want more structure, consistency, and predictable growth.To get early access, head to LoanOfficerLeadership.com and click “Join the Movement.”

In this engaging episode of the Loan Officer Podcast, hosts Dustin Owen, Mike Siciliano, and Karina Mojica take a deep dive into the transformative "Four H's" connection exercise: History, Heroes, Heartbreak, and Hopes. Drawing inspiration from senior executive Anthony Frederick, Dustin explains how this straightforward yet powerful framework can be used to build authentic and lasting relationships in a remarkably short amount of time. Throughout the episode, the hosts each personally walk through the four categories, sharing candid and heartfelt stories about their own upbringings, the influential role models who have shaped their lives, the personal losses and heartbreaks they've experienced, and the hopes and dreams they hold for the future. Their vulnerability and openness set the tone for a meaningful discussion about the importance of genuine human connection. Dustin encourages listeners to embrace and apply the Four H's exercise not only with teammates and colleagues but also with clients and referral partners, emphasizing how it can foster deeper, more meaningful connections in both professional and personal settings. By the end of the episode, listeners are equipped with practical tools and real-life examples to help them strengthen their relationships and create a more connected, supportive environment in every aspect of their lives.   TLOP's Originator Coaching:

JOIN THE COMMUNITY: skool.com/loan-officer-leadership The free room for loan officers done running on hope.A lot of loan officers believe top producers are just naturally charismatic.But what if the real difference isn't personality… it's process?In this episode, Steve breaks down why some loan officers stay stuck at 2–4 loans a month while others consistently close 15, 20, or even 30+ loans… regardless of market conditions. You'll learn:Why personality may get the appointment, but process keeps the relationship The “same way every time” system top producers rely on How predictable producers eliminate inconsistency Why identity and action have to work together The mindset shift that creates long-term growth and momentum This episode is a powerful reminder that consistency beats charisma, and predictable success comes from repeatable habits.Steve also shares details about the new resources and community being built for loan officers who want more structure, consistency, and predictable growth.To get early access, head to LoanOfficerLeadership.com and click “Join the Movement.”

If you are ready to stop chasing more leads before fixing the real gaps in your business, head over to GetMoreLoans.com and schedule a free call.  Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, Carl White challenges one of the biggest assumptions in the mortgage industry: that more leads automatically solve a slow pipeline. Instead, he breaks down why most loan officers do not actually have a lead problem yet. They often have deeper issues with follow-up, database activation, conversion, discipline, and relationship management that are quietly costing them deals they already have within reach. Carl walks through how loan officers can dramatically increase production by first fixing the "leaks" in their business before chasing more strangers. From reactivating past clients and old leads to properly leading pre-approved buyers and strengthening realtor relationships, he shares practical strategies for maximizing existing opportunities that are often overlooked. His message is simple: before adding more leads, make sure you are fully working the gold already sitting in your database. This episode is a powerful reminder that sustainable growth often comes from improving systems, accountability, and consistency before scaling lead generation. For loan officers ready to close more loans without wasting time, money, or effort, Carl offers a straightforward roadmap for tightening operations, deepening relationships, and creating more conversations with the people most likely to say yes.

Why are some loan officers thriving right now while others are stuck?Same market. Same rates. Same products.But completely different results.In this episode, Steve breaks down the 4 key habits he's seeing from loan officers who are building consistent, predictable production in today's market. You'll learn:Why most loan officers don't actually have a lead problem The importance of knowing your numbers How top producers are activating their database instead of chasing strangers Why asking for the business changes everything The power of structure, systems, and predictable routines This episode is all about building a business that doesn't rely on motivation, market conditions, or luck.Steve also shares details about a brand-new movement and training experience being built specifically for loan officers who want more consistency, structure, and predictable growth.To get early access, go to LoanOfficerLeadership.com and click “Join the Movement.”

JOIN THE COMMUNITY: skool.com/loan-officer-leadershipThe free room for loan officers done running on hope.Why are some loan officers thriving right now while others are stuck?Same market. Same rates. Same products.But completely different results.In this episode, Steve breaks down the 4 key habits he's seeing from loan officers who are building consistent, predictable production in today's market. You'll learn:Why most loan officers don't actually have a lead problem The importance of knowing your numbers How top producers are activating their database instead of chasing strangers Why asking for the business changes everything The power of structure, systems, and predictable routines This episode is all about building a business that doesn't rely on motivation, market conditions, or luck.Steve also shares details about a brand-new movement and training experience being built specifically for loan officers who want more consistency, structure, and predictable growth.To get early access, go to LoanOfficerLeadership.com and click “Join the Movement.”

Scott Morris, Branch Manager at Envoy Mortgage, Tovah Payne, Loan Officer at Envoy Mortgage, and Woody Fincham, Owner of Fincham & Associates, Inc., joined 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, Intrastate Service Co, Mejicali, Tailored Closet, Premier Garage, Budget Blinds and YES Realty Partners.

Two loan officers. Same market. Same rates. Both working hard.One is building something predictable. One is starting over every month.The difference isn't motivation. It's not time. It's not even leads.It's order.The producer didn't get smarter. They got sequenced. Identity. Math. Week. List. Conversations. Rhythm. In that order. Skip a step and the system breaks. Run them in order and the system runs you.In this episode I walk through the actual difference between building a predictable mortgage business and starting over every month. The math (25 outbound calls, 10 real conversations, 10 asks for the business, 2 relational referrals). The order. The decision, not the choice.Something opens May 18. I'm building a path for loan officers who are done running on hope and ready to run on a system. Same door for everyone, including the producer already doing 15 loans a month.Join the Movement at loanofficerleadership.com. Be one of the first 50 producers I have a real conversation with as the door opens.Better together, Steve

Two loan officers. Same market. Same rates. Both working hard.One is building something predictable. One is starting over every month.The difference isn't motivation. It's not time. It's not even leads.It's order.The producer didn't get smarter. They got sequenced. Identity. Math. Week. List. Conversations. Rhythm. In that order. Skip a step and the system breaks. Run them in order and the system runs you.In this episode I walk through the actual difference between building a predictable mortgage business and starting over every month. The math (25 outbound calls, 10 real conversations, 10 asks for the business, 2 relational referrals). The order. The decision, not the choice.Something opens May 18. I'm building a path for loan officers who are done running on hope and ready to run on a system. Same door for everyone, including the producer already doing 15 loans a month.Join the Movement at loanofficerleadership.com. Be one of the first 50 producers I have a real conversation with as the door opens.Better together, Steve

Episode 193 In this episode, I sit down with Kevin Bilberry, the founder of Jenny Jenny AI, to take a deep dive into one of the most interesting tools I've seen for mortgage loan officers: a free For Sale By Owner platform built specifically for LOs. Kevin shares his own story of how he got started as a loan officer by focusing on For Sale By Owner opportunities — and how that strategy helped him become wildly successful. From there, we walk through the Jenny Jenny AI FSBO product in detail, including how loan officers can use it to identify FSBO sellers, promote directly to them, and deploy a powerful system that creates real value for both the seller and the loan officer. This is not just another tech tool. It is a practical business development platform that gives loan officers a smart way to connect with sellers, create listing exposure, build relationships, and uncover financing opportunities in a market most LOs are overlooking. The best part? It is free for loan officers to join. If you are a loan officer looking for a new way to generate conversations, create value, and stand out in your local market, this is something you need to see. Learn more about Jenny Jenny AI's FSBO platform for loan officers here: https://jennyjenny.ai/fsbo-lo In this episode, we cover: How Kevin Bilberry built success as a loan officer working For Sale By Owners Why FSBO sellers are such a powerful opportunity for mortgage professionals How Jenny Jenny AI helps loan officers identify and market to FSBOs How LOs can deploy the platform for free The benefits for sellers, buyers, and loan officers Why this product could become a serious business development advantage This is a remarkable product and a conversation every forward-thinking loan officer should pay attention to. Looking for Construction, Fix & Flip, Bridge, DSCR / Portfolio, or Multifamily financing for your clients? Partner with Lulu Capital Inc. for fast, dependable funding solutions. Get a quick quote here: https://www.lulucapitalinc.com/brokers Powered by: Mortgage Marketing Animals

Most lenders say they have access to non-agency products.But access does not mean your loan officers can confidently sell them.In this episode of The Fintech Hunting Podcast, Michael Hammond sits down with Eloise Schmitz, CEO and Co-Founder of LoanNEX, to unpack one of the biggest hidden growth problems in mortgage lending today: lenders are missing qualified borrowers because their teams do not have the visibility, workflow, and execution certainty needed to compete in non-agency lending.This is not just a product problem.It is a confidence problem.It is a workflow problem.It is a revenue problem.Eloise explains why non-agency lending can no longer be treated like a side-door solution for unusual files. In a market where affordability is tight, rates remain elevated, and borrower profiles are changing, lenders need more than a long product menu. They need a clear way for loan officers to identify options, trust the pricing, explain the solution, and deliver what they promise.In this conversation, Michael and Eloise discuss:Why access alone is not a competitive advantageHow lenders unintentionally hide viable options from loan officersWhy “simple” product menus can actually create more frictionThe borrower segments lenders are missing in today's marketWhy execution certainty matters more than everHow LoanNEX helps lenders create confidence in non-agency lendingWhy the future belongs to lenders who can make complex products easier to sellThe big takeaway:If your loan officers cannot see the right options, they cannot sell the right solutions.And in this market, that may be costing lenders more than they realize.Guest: Eloise Schmitz, CEO & Co-Founder, LoanNEXHost: Michael Hammond, The Fintech Hunting PodcastLearn more about LoanNEX:Contact: sales@loannex.comSubscribe to The Fintech Hunting Podcast for more conversations with the leaders, founders, and innovators shaping the future of mortgage, fintech, lending, and financial services.

The benefits of working with a cooperative don't stop at closing. In this Compeer Home Podcast episode, Compeer Home Loan Officer Lindsey Anderson breaks down the value of member-ownership and why partnering with a community-rooted lender pays off long after the loan is funded. Learn more about how Compeer Home champions rural America: https://www.compeerhome.com/about-us/. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

 Most loan officers are stuck selling the wrong thing.They focus on rates, closing costs, and products…but top closers understand something different. You're not selling a loan, you're helping someone build a better life.In this video, we break down the mindset shift that separates average loan officers from top performers, and the exact strategies used to win more deals, build stronger relationships, and create long-term success in the mortgage industry.This is the difference between chasing deals and becoming the go to advisor your clients trust for life.If you're a loan officer, mortgage broker, or in sales, this is the shift that changes everything. Support the showJoin our weekly calls so you we can help you too! 

As sad as it is to see another season end, this year was supposed to be a gap year. The Celtics were projected to be a .500 team and we got to watch a very fun season instead. After the way the season went and with Tatum coming back, expectations certainly changed so this still hurts but that doesn't change the fact that this team was gutted in the offseason. Tatum missed almost the entire season and we said goodbye to Holiday, Horford, Porzingis and Kornet and still managed to have a great year. On to next season!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.com

The Celtics lose Game 6 106-93 and this game wasn't as close as the final score dictates. Mazzulla waived the white flag down 23pts with 10:24 left and it was the best thing he did all night. The bench provided a huge boost and got that deficit down to just 12 at one point. The starters were horrible in this one and the rotations were just as bad. We are on to Game 7This 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.com

Justin Humphries reveals his fundamental principles for rapidly growing opportunities and income in an uncertain job market.— YOU'LL LEARN — 1) How to multiply your inbound opportunities2) The simplest way to expand your professional network3) The key that keeps people coming back to youSubscribe or visit AwesomeAtYourJob.com/ep1149 for clickable versions of the links below. — ABOUT JUSTIN — Justin Humphries is a dedicated Loan Officer with experience since June 2021, specializing in VA, first-time homebuyer, and DSCR loans. A Nashville native, Justin is deeply motivated by personal and professional growth, drawing strength from his faith, family, and a passion for building meaningful relationships. He takes great pride in helping clients align their mortgage strategies with their life goals, aiming to support them in building long-term wealth. Justin values the opportunity to develop lasting connections with customers who return to him year after year for their mortgage needs.Beyond his professional work, Justin is actively involved in his church community, serving on the parish council and volunteering with the Society of St. Vincent DePaul to assist families at risk of homelessness. He is happily married to his wife Stephanie and is a proud father of three young children, including twins.• LinkedIn: Justin Humphries• Profile: Justin Humphries• Phone number: +1 615-438-8125• Email: jhumphries@loandepot.com— RESOURCES MENTIONED IN THE SHOW — • Tool: Claude for Google Chrome• Article: “Researchers Asked LLMs for Strategic Advice. They Got “Trendslop” in Return.” by Angelo Romasanta, Llewellyn D.W. Thomas and Natalia Levina• Study: “Death Squared: The Explosive Growth and Demise of a Mouse Population” by John B. Calhoun• YouTube: Squat University• Book: Rebuilding Milo: A Lifter's Guide to Fixing Common Injuries and Building a Strong Foundation for Enhancing Performance• Book: The 7 Habits of Highly Effective People: 30th Anniversary Edition by Stephen R. Covey• Previous episode: 184: Building Your Network Before You Need It with Dr. Ivan Misner— THANK YOU SPONSORS! — • Keepsake Voices. Get mom something special and save about $100 with keepsakevoices.com/pete• Scribe. Book a personalized enterprise demo with scribe.how/awesome• Narwhal. Treat your home to spotless, fresh floors with us.narwhal.com/pete.• Monarch.com. Get 50% off your first year on with the code AWESOME.• Gusto. Get three months free when you run your first payroll with gusto.com/AWESOME• Shopify. Sign up for your $1/month trial at Shopify.com/awesomepod• Vanguard. Give your clients consistent results year in and year out with vanguard.com/AUDIOSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

With a chance to close out the series on their home court, the Celtics blew this one. After leading by as many as 13, the Celtics let Philly walk down the lead and then just collapsed in the 4th quarter scoring just 11 points. Time to bounce back in Philly!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.com

Stephen Moye, Producing Sales Mgr/Sr. Loan Officer, New American Funding. Key Highlights include: ownership is often given without readiness; production skill does not equal operational leadership; ownership is a trade-off, not a promotion; the economics of leadership no longer work; and the industry model is misaligned with the future.

Episode 642 If you are ready to stop overthinking and start taking the exact actions that bring in loans right now, head over to GetMoreLoans.com and set up a time for a free call. Tell us where you want more momentum in your pipeline, and we will help you build a simple plan to make it happen. 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 break down a simple but powerful formula that can completely change how you look at your business: 175-50-25. They walk through each stage of the loan funnel, from leads to contact to credit pulls to pre-approvals to closings, and show how tracking the right numbers can make your income far more predictable. Brandon shares real data from his own business, including how his team consistently reaches a 96 to 97 percent contact rate through disciplined and persistent follow-up. They also dig into what really drives higher conversions, and it is not more leads. It is better follow-up. You will hear exactly how often to reach out, what channels to use, and how to stay consistent without feeling like you are bothering people. This episode makes a strong case that the fastest way to grow your business is to maximize the leads you already have instead of constantly chasing new ones. This is a practical, numbers-driven approach to building a steady pipeline and eliminating the loan officer roller coaster. When you understand your metrics and commit to consistent action, you can create predictable closings and a business that grows month after month.

As Joel Embiid so eloquently put it, This is not a rivalry. They always kick our ass! The Celtics beat Philly 128-96 in Embiid's return! With a 3-1 Series Lead, the Celtics look to close out the series on Tuesday night in the Garden!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.com

The Celtics beat the 76ers 108-100 behind two really solid performances from the Jays in the 4th quarter! Vuc and Pritchard both played really well and the Celtics as a whole played much better defensively in the pick and roll. This certainly wasn't a perfect game but it was much better than we saw in Game 2! There's a lot to dive into here so make sure to tune into the full podcast!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.com

After shooting just 4-23 from beyond the arc in Game 1, Philly lights it up shooting 19-39 from 3 propelling the 76ers to a 111-97 victory over the Celtics tying the series at 1-1. Outside of JB and Tatum, nobody played a particularly good game and defensively, they were an absolute mess. There is a lot to dive into in this one so make sure to tune into the full podcast!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.com

A mortgage loan officer combines her nautical roots with a love of design to create geographically personalized jewelry. Side Hustle School features a new episode EVERY DAY, featuring detailed case studies of people who earn extra money without quitting their job. This year, the show includes free guided lessons and listener Q&A several days each week. Show notes: SideHustleSchool.com Email: team@sidehustleschool.com Be on the show: SideHustleSchool.com/questions Connect on Instagram: @193countries Visit Chris's main site: ChrisGuillebeau.com Read A Year of Mental Health: yearofmentalhealth.com If you're enjoying the show, please pass it along! It's free and has been published every single day since January 1, 2017. We're also very grateful for your five-star ratings—it shows that people are listening and looking forward to new episodes.

The Celtics record their largest playoff opening win in franchise history with a 123-91 win over the 76ers!!! This was a blowout from start to finish led by our Batman and Batman duo of Tatum and Brown as Jay Bilas so eloquently put it! There's a lot to cover so make sure to tune into the full podcast!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.com

Mike Faraci (founder of Red Button Media) sat down with James Duncan (former mortgage marketing exec, now advising at Calum Advisors) to tackle the question every loan officer is quietly asking right now: "With so many new AI tools dropping every week... what the heck am I actually supposed to be doing?" Here's what you'll walk away with: → The one question to ask yourself before adopting ANY new tool, platform, or AI "solution" (miss this and you'll burn months chasing shiny objects) → Why "prompt engineering" is a skill — not a position — and the exact move James uses to get AI to prompt ITSELF on your behalf → The "story vs. point of view" distinction that separates forgettable loan officers from the ones clients actively seek out → Mike's 24-hour video challenge that got one broker TWO extra referrals in a single week (spoiler: it takes less time than typing the text) → The "Domino's Pizza Tracker" trick one mortgage company stole to boost loan process engagement → Why AI avatars are going to be the downfall of loan officers who lean too hard into them — and what to do instead → The truth about niching down that most LOs are getting wrong Whether you're a producing LO, a marketing director, or a CEO trying to figure out how to stay human in an AI-saturated market — this one's for you. Mentioned in this episode: Red Button Media → hittheredbutton.com Connect with Mike: LinkedIn: https://www.linkedin.com/in/mikefaraci/ Connect with James: LinkedIn: https://www.linkedin.com/in/jamesduncan-caelum/

Episode 639 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 Owen Lee to unpack a game-changing shift happening right now in the mortgage industry: AI-powered systems that are having real conversations with borrowers and generating applications around the clock. They walk through how these AI tools are answering calls, pre-qualifying borrowers, setting appointments, and even issuing pre-qualification letters, all without the loan officer being present. Carl and Owen break down why speed matters more than ever, including the powerful stat that nearly 80 percent of borrowers go with the first loan officer they speak to. They explain how this technology helps you win more of those conversations, capture opportunities you would normally miss, and create a steady flow of inbound activity without working nights and weekends. This episode is a look at where the industry is heading and how loan officers can use simple technology to multiply their efforts, increase conversations, and ultimately close more deals. The opportunity is not coming, it is already here, and those who lean into it will have a major advantage. To learn more and see how this works for your business, visit TalkToTeamOwen.com.

I'm Kenny Simpson, Loan Officer and have been in the business for 20 plus years. @kennybsimpson on IG or www.simpson-team.com AI is taking over every industry… but what does that actually mean for mortgages and lending?In this video, I break down the real truth about AI in mortgages—the good, the bad, and the ugly—from someone who's been in the business for over 20 years, closed 5,000+ loans, and funded over $1B.We're not talking theory. We're talking what's actually happening right now.

In this episode of the Building Bigger Lives Podcast, Michael Regan and Kathryn Peterson discuss the distinction between loan officers and mortgage advisors in the housing industry. They explore how titles impact customer perception and the importance of asking thoughtful questions to build trust and provide value beyond transactional services, particularly focusing on the titles "mortgage advisor" and "loan officer." They highlight how these titles impact consumer perception and search behavior, especially in the context of AI-driven queries. The conversation begins by exploring the origins and implications of these titles, with Kathryn sharing her experience working in both banking and independent mortgage settings. The discussion aims to help listeners consider how they position themselves when interacting with consumers, particularly in the context of mid-year planning and script development. The conversation highlights how mortgage advisors focus on long-term relationships, ongoing support, and understanding clients' goals and concerns, differentiating themselves from traditional loan officers who operate more as order-takers. The hosts emphasize that mortgage advisors help clients navigate complex decisions while maintaining professional relationships that can evolve into personal connections, positioning themselves as trusted advisors rather than transaction facilitators. Building Bigger Lives Podcast https://www.instagram.com/buildingbiggerlives Contact Coach Michael Regan- www.facebook.com/CoachMichaelRegan www.instagram.com/coachmichaelregan/ www.linkedin.com/in/mregan/ Contact Kathryn Pedersen- http://www.instagram.com/steamboatmortgage

The Celtics beat the Magic 113-108!!! The Celtics played this game without JB, Tatum, White, Pritchard, Vuc, Hauser and Hugo and beat a Magic team that had something to fight for! This wasn't just a meaningless game for them as they were fighting for Home Court Advantage in the Play In Tourney and we took that away from them! This win is emblematic of how this season played out and I love every second of it! 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.com

The Celtics blow out the Pelicans 144-118 clinching the 2 seed!! Our game Sunday officially means nothing so I wouldn't expect a ton of minutes from starters. The Celtics tied an NBA record for 29 made 3s in this game where they shot 29-59 (49%) from beyond the arc!!! There were a lot of fun storylines in this one so make sure to tune into the full podcast!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.com

The Celtics fall 112-106 to the Knicks with no JB. Guys stepped up left and right for the C's including Baylor who scored 20pts in just 30 minutes on 7-8 from the field and 6-7 from 3!!! He was great tonight and was a huge part of our 3 man bench that scored 53pts!! There's a lot to dive into in this one so make sure to tune into the full podcast!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.com

Episode 637 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 what's actually working right now for branch managers, company owners, and loan officers who are growing in today's market. They dive into why some teams are having their best months ever while others are struggling, and it all comes down to one thing: consistent execution of a clear strategy and process. Carl and Kevin unpack the powerful combination of daily prospecting and strategic marketing, including how the Daily Success Plan paired with simple, story-based conversations is helping loan officers get more engagement and better results. They also walk through a practical approach to social media that supports your business instead of distracting from it, with a simple time-based structure anyone can follow. You'll hear a real-world discussion on the concept of going "wide and deep" in your marketing, and why relying on social media alone can quietly crush your production. Carl shares examples of loan officers who shifted too far away from prospecting and saw their numbers drop, along with the key adjustments that get things back on track. They also highlight case studies of both large and small teams who are scaling successfully by combining calls, systems, and smart marketing. From recruiting growth to increased production, the message is clear: the fundamentals still work, and when you execute them consistently, the results follow. If you're a loan officer or leader looking to grow your production without chasing every new shiny object, this episode will give you a clear and practical roadmap to follow. If you are a branch manager or owner who wants help building a scalable, predictable system for growth, learn more at ProfitDrivenPlan.com.

The Celtics beat the Hornets 113-102 improving to 54-25 on the year and the Magic Number to clinch the 2 Seed is just 1!! The Celtics have 3 games left and the Knicks have 3 games left. All that needs to happen between now and the regular season is the Celtics to win or the Knicks to lose just 1 game and we have the 2 Seed locked up! There's a lot to break down in this game and more that I want to see in these next 3 games so make sure to tune in! 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.com

In this episode of The Loan Officer Podcast, host Dustin Owen is joined by marketing expert Mike Siciliano and producer Karina Mojica for an in-depth discussion on CRM systems tailored specifically for mortgage professionals. Together, they explore the ins and outs of customer relationship management tools, dispelling common misconceptions and highlighting the practical realities of CRM adoption in the mortgage industry. The trio emphasizes a crucial point: the best CRM isn't necessarily the one with the most features or the highest price tag, it's the one you'll consistently use and integrate into your daily workflow. Throughout the episode, Dustin, Michael, and Karina break down essential CRM functionalities, such as effective lead tracking, the implementation of automated drip campaigns, seamless integrations with loan origination systems (LOS), and the importance of segmenting referral sources for targeted communication. They also touch on the challenges mortgage professionals face when choosing and maintaining a CRM, including decision fatigue, overcomplicating processes, and the temptation to chase the latest technology trends. Dustin shares candid stories from his own career, recalling how he once managed deals using nothing more than a spiral notebook before eventually leading the development of a $1 billion mortgage division. His experiences underscore a recurring theme: while technology can enhance efficiency, it's the discipline to consistently use the chosen platform and the willingness to adapt that truly drive success. The conversation ultimately reinforces that no matter which CRM you select, commitment to the process and a focus on building genuine relationships are what set top producers apart in the mortgage business. TLOP's Originator Coaching: https://tloponline.com/mlo-coaching-programs/  Loan officer looking for a new place to call home?

The Celtics keep on rolling with another win over the Raptors 115-101 improving to 53-25! With just 4 games remaining and a 3 game lead over the Knicks, the 2 seed is basically locked up but it would be nice to head into the playoffs on a high. Queta was very solid in this game and Vuc finally made it back after his injury. Make sure to listen to the full podcast to hear the full game recap! 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.com

In this episode, mortgage industry veteran Dustin Owen shares invaluable insights on how loan officers and realtors can significantly boost their local visibility and relevance in an increasingly AI-driven world. Drawing from over 20 years of hands-on experience in the mortgage sector, Dustin introduces listeners to the concept of "Answer Engine Optimization" (AEO), a forward-thinking approach designed to help professionals stand out as trusted experts in their communities. He explains in detail why relying solely on traditional methods—such as social media posts, word-of-mouth referrals, and basic online listings—is no longer sufficient in today's rapidly evolving digital landscape, where artificial intelligence is reshaping how consumers search for and select service providers. Throughout the episode, Dustin meticulously outlines an 11-step strategy that empowers loan officers and realtors to take control of their digital presence. He emphasizes the importance of maintaining digital identity consistency across all platforms, ensuring that names, addresses, and contact details are uniform and up-to-date. Dustin also delves into the nuances of Google Business Profile optimization, highlighting how a well-managed profile can dramatically increase local search visibility and credibility. He encourages professionals to focus on question-based content creation, crafting informative and relevant answers to the specific queries potential clients are likely to ask online. Additionally, he discusses the value of building local authority through community engagement, partnerships, and thought leadership, as well as the power of leveraging authentic client testimonials to build trust and social proof. Dustin's core message resonates throughout the episode: in order to thrive in a marketplace increasingly influenced by AI-driven search and recommendation engines, mortgage and real estate professionals must be clear, consistent, and contextually relevant in their online presence. By doing so, they enable AI platforms to confidently identify, validate, and recommend them to potential clients seeking reliable local experts. This episode serves as a comprehensive guide for industry professionals eager to future-proof their businesses and maintain a competitive edge in the digital age.   TLOP's Originator Coaching: https://tloponline.com/mlo-coaching-programs/

The Celtics BEAT THE HEAT 147-129 tonight. If you like defense, this was not the game for you lol. The Celtics scored 147 on 21-44 (48%) from beyond the arc while the Heat scored 129 on 24-47 (51%) from 3 as well. Jayson Tatum continued to play like he never left and JB went out and had another MVP-like performance. We also had excellent games from a lot of guys so there is a lot to cover in this one! Make sure to download and listen to the full podcast!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.com

The Celtics lose to the Hawks 112-102 and this game wasn't really as close as the score might suggest. This was a pretty ugly game where the best player on the C's was Luka Garza. No knock on Luka but that should never be the case lol. We dive into everything so make sure to listen to the full podcast! 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.com

In this episode of "The Loan Officer Podcast," host Dustin Owen, joined by Marketing Mike and producer Karina Mojica, shares what he would do differently if starting over as a loan officer. Dustin emphasizes the importance of mastering the fundamentals of the mortgage business, such as understanding loan products, guidelines, and compliance, before getting caught up in the latest technology or flashy marketing tools. He highlights the value of building strong referral networks by nurturing relationships with real estate agents, financial advisors, and past clients, and stresses the impact that investing in mentorship and learning from experienced professionals can have early in one's career. The team discusses various career paths within the mortgage industry, weighing the pros and cons of different approaches, and underscores the significance of going “all in” with commitment and focus. They reflect on the lessons learned from early mistakes, sharing candid anecdotes and practical tips to help new loan officers avoid common pitfalls. Throughout the episode, lively banter about dream cars, favorite hobbies, and personal stories adds a relatable and entertaining touch, giving listeners a glimpse into the personalities behind the microphones. Amidst the humor and storytelling, the hosts provide actionable advice and encouragement for loan officers at all stages of their careers, reminding them to prioritize building genuine relationships, seeking continuous growth, and maintaining a positive mindset. The episode's message is anchored in the belief that long-term success comes from dedication to the basics, a willingness to learn from others, and a commitment to personal and professional development. TLOP's Originator Coaching: https://tloponline.com/mlo-coaching-programs/  Loan officer looking for a new place to call home?

A borrower you've closed loans for before just photographed your Loan Estimate and dropped it into ChatGPT. The AI told them you're overcharging. You're not. But they believed it anyway — and the deal went somewhere else. This is not a hypothetical. It happened to one of Trevor York's clients last week. And according to a stat dropped in this conversation, 77% of consumers now trust AI as much as a human expert. That number was lower a year ago. It will be higher next year. So here's the real question: when your client runs your deal through a chatbot tonight — and some of them will — is the trust you've built strong enough to survive it? In this episode of Mortgage Marketing Radio, I sit down with Trevor York — loan officer, founder of LinkSpot, and one of the most forward-thinking minds in the mortgage industry — to break down exactly what is happening to loan officers who haven't figured this out yet. And more importantly, what the ones who have figured it out are doing differently. This is not a feel-good conversation. It is a wake-up call. CONNECT WITH TREVOR YORK: LinkSpot: https://www.linkspot.com Instagram: @trevoryork Connect With Katie Shive: LinkedIn: https://www.linkedin.com/in/katieshive/ Website: https://katieshive.com/

Episode 633 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 Chris Johnstone to talk about Chris's new book, AI 101: The Ultimate Guide to AI for Loan Officers, and why this is such an important moment for loan officers to stop dabbling with AI and start using it the right way. They break down how to set up AI so it actually sounds like you, supports your brand, and helps you move faster without putting out generic content that feels cold or obvious. Chris shares practical examples of how loan officers can use AI to strengthen follow-up, personalize communication with agents and past clients, build custom GPTs for things like refinances and first-time buyers, and even create systems that help capture more conversations before leads go cold. Carl and Chris also talk about where AI is already changing the mortgage business, from answering phones and texts to helping loan officers stay in front of opportunities they would otherwise miss. They also dig into the bigger opportunity here, which is not replacing relationships, but using AI to create more room for real ones. This episode shows how the right tools can handle the busywork while you double down on personal connection, speed to lead, and being the first lender to respond when it matters most. If AI has felt overwhelming, confusing, or like something you know you should be using better, this episode gives you a simple and practical look at what is working right now and how to start applying it in your mortgage business without overcomplicating it. Get the book here: LOAIbook.com