Podcasts about loan officers

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Best podcasts about loan officers

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Latest podcast episodes about loan officers

The Loan Officer Podcast
The Most Effective Follow-Up Strategies Every Loan Officer Needs to Know | Ep. 34

The Loan Officer Podcast

Play Episode Listen Later Jul 24, 2026 16:20


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:

Acez Motivation
How Top Loan Officers Build Confidence

Acez Motivation

Play Episode Listen Later Jul 20, 2026 13:52


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.

NARPM Radio
How to Finance the Next Stage of Your Property Management Company's Growth

NARPM Radio

Play Episode Listen Later Jul 15, 2026 23:51


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.

Loan Officer Wealth
How Chelsea Gardner Helps Loan Officers Generate More Leads With AI, Paid Ads & Social Media

Loan Officer Wealth

Play Episode Listen Later Jul 9, 2026 25:07


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.

Loan Officer Freedom
The 87% Advantage Every Loan Officer Needs to Know

Loan Officer Freedom

Play Episode Listen Later Jul 8, 2026 23:20


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.

Brownfield Ag News
Compeer Home Podcast: Buying Recreational Land: An Introduction to Purchasing Property for Your Outdoor Adventures - July 2026

Brownfield Ag News

Play Episode Listen Later Jul 7, 2026 10:20


Thinking about purchasing your own slice of the wild outdoors? In this episode, Compeer Home Loan Officer, Chris Allen, shares what to consider when purchasing recreational land: how to use it, what factors to consider as you search for your perfect paradise, and financing options that support your goals. Whether you're dreaming of a quiet cabin, a hunting haven, or a private fishing hole, this conversation paves the way for making that dream a reality. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Acez Motivation
The Mindset Every Successful Loan Officer Needs

Acez Motivation

Play Episode Listen Later Jul 6, 2026 16:30


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.

Acez Motivation
Mortgage Objections That Stump Even Experienced Loan Officers

Acez Motivation

Play Episode Listen Later Jun 29, 2026 5:16


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.

The Loan Officer Podcast
How to Stop Chasing Titles and Start Building a Scalable Loan Officer Business | Ep. 638

The Loan Officer Podcast

Play Episode Listen Later Jun 26, 2026 41:21


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:

Boston Celtics Game Day Recap
Is JB Gone? Giannis to Miami. Draft Day Recap!

Boston Celtics Game Day Recap

Play Episode Listen Later Jun 25, 2026 17:14


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

Acez Motivation
10 Mortgage Objections Every Loan Officer Must Know How to Handle

Acez Motivation

Play Episode Listen Later Jun 24, 2026 11:26


Every loan officer hears objections, but the difference is knowing how to respond.In this video, Ace breaks down 10 common mortgage objections using clips from real calls and coaching sessions. You'll hear how to navigate conversations around interest rates, timing, shopping around, "I need to think about it," and other objections that mortgage professionals face every day.Whether you're a new loan officer or an experienced mortgage broker, these objection-handling strategies will help you build trust, communicate with confidence, and guide clients through the home financing process.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.

Loan Officer Wealth
How Richard M. Jefferson Built a $1.2 Billion Mortgage Network by Empowering Loan Officers with AI & Personal Branding

Loan Officer Wealth

Play Episode Listen Later Jun 24, 2026 20:17


In this LoanOfficerPodcast.com episode, the host Chris Johnstone sits down with Richard Jefferson, EVP of Production at Network Funding, to discuss how top-performing mortgage professionals are using AI, personal branding, and strategic partnerships to grow their businesses in today's competitive market. Richard shares lessons from leading a $1.2 billion mortgage company, coaching loan officers across the country, and helping originators stay ahead as AI continues to reshape the mortgage industry. In this episode, you'll learn:  How successful loan officers are using AI to generate more referrals and stay top-of-mind with their database Why personal branding is becoming one of the most important competitive advantages in the mortgage business  The strategies top producers use to create new referral opportunities and gain market share, even in challenging markets If you're a loan officer, branch manager, mortgage executive, or anyone looking to grow your business with modern marketing and AI, this episode is packed with actionable insights you can implement immediately. Listen now and discover how to position yourself for long-term success. If you enjoy the episode, please subscribe, share it with a fellow mortgage professional, and leave us a 5-star review—it helps us continue bringing you conversations with the industry's top performers.

Loan Officer Leadership Podcast
502. What Should I Be Doing Every Day as a Loan Officer?

Loan Officer Leadership Podcast

Play Episode Listen Later Jun 22, 2026 10:45


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. 

Loan Officer Leadership
502. What Should I Be Doing Every Day as a Loan Officer?

Loan Officer Leadership

Play Episode Listen Later Jun 22, 2026 10:45


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. 

The Loan Officer Podcast
Where Can Loan Officers Invest Their Money to Build Wealth? | Ep. 636

The Loan Officer Podcast

Play Episode Listen Later Jun 18, 2026 62:58


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:

Boston Celtics Game Day Recap
Giannis to C's? End of Season Recap!

Boston Celtics Game Day Recap

Play Episode Listen Later Jun 18, 2026 20:06


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

Laugh, Lend and Eat
7 out 10 Customers Trust their Loan Officer

Laugh, Lend and Eat

Play Episode Listen Later Jun 17, 2026 54:15


Seven out of ten buyers don't believe their loan officer is acting in their best interest. That's not a perception problem — it's the biggest barrier standing between you and your pipeline.Kristin Messerli returns to Laugh, Lend & Eat to share six years of consumer research and one powerful truth: decision fatigue is quietly killing pipelines across the industry. She walks us through what 2,000 millennials and Gen Z buyers actually said about why they stop engaging — and what you can do about it starting with your very next appointment.We dig into:The 3 barriers compounding to freeze first-time buyers (and why affordability isn't actually #1)Why most buyers don't believe loan officers will act in their best interest — and what to do with that statThe TRUST framework Kristin built from her social work roots: Tune In, Relate, Unfreeze, Simplify, TrackWhy rapport-building isn't the same as trust-buildingHow to use First Home IQ's free learn portal as a third-party trust bridge to your buyersThe Blockbuster-to-streaming shift happening in mortgage right now — and where your opportunity livesPlus: Kristin attended 33 philosophy lectures in Wales on her "vacation," Justin admits borrowers might have the wrong number when they ghost, Fobby might have oxygenated water in his cup, and the Oklahoma Thunder fans in the room are now devoted Knicks supporters.

Loan Officer Freedom
The 7 Costly Mistakes Loan Officers Make With Real Estate Agents

Loan Officer Freedom

Play Episode Listen Later Jun 15, 2026 22:12


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.

The Weekly Juice | Real Estate, Personal Finance, Investing
Your Step-by-Step Investing Blueprint to Win the Next 5 Years | Brian Decker E396

The Weekly Juice | Real Estate, Personal Finance, Investing

Play Episode Listen Later Jun 13, 2026 71:32


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

The 360 Experience
From Assistant to $50M Originator: Jason Fleming's Client-First Mortgage Playbook

The 360 Experience

Play Episode Listen Later Jun 11, 2026 68:57


Your clients do not choose you because you gave them the same canned value proposition as every other lender. They choose you when they feel understood, protected, and advised.In this episode of The 360 Experience Podcast, Tim Braheem sits down with Jason Fleming, a rising mortgage originator who started in the business as an LOA in 2019, became a commissioned loan officer in 2020, and is now on pace for a breakout production year.Jason shares how he built his business around deep client consultations, financial education, emotional intelligence, and strategic referral partnerships with Realtors and financial advisors. He also opens up about how he is using AI to scale communication, support his team, and create a more consistent client experience without removing the human connection that makes his process so powerful.This conversation is packed with practical strategy for mortgage loan officers who want to stop competing on rate and start becoming true advisors.Top Takeaways for Loan Officers:1️⃣ The Client Consult That Creates Real Trust. Jason breaks down how he uses deep discovery questions to uncover a client's fears, motivations, and real decision drivers before presenting a mortgage strategy.2️⃣ Why Financial Knowledge Creates Confidence. Tim and Jason discuss why so many loan officers struggle with call reluctance—and how becoming a true student of money, debt, and wealth-building creates massive separation.3️⃣ How to Build Referral Relationships with Financial Advisors. Jason shares a powerful strategy for getting introduced to financial advisors, positioning yourself as a collaborator instead of a competitor, and creating real reciprocity.4️⃣ How AI Can Help You Scale Without Losing the Human Touch. From call summaries to team notes to personalized follow-up, Jason explains how AI can help loan officers create consistency when their pipeline gets full.5️⃣ The Inner Work Behind Sustainable Success. Jason opens up about the personal growth required to stop tying self-worth to production and build a business that supports both success and fulfillment.If you are a mortgage loan officer who wants to improve your buyer consultations, build deeper referral partnerships, communicate more consistently, and become the kind of advisor clients remember and refer, this episode will give you a lot to think about—and even more to implement.We want to hear from you! What challenges are you facing in your mortgage business right now? Email us at 360@theloanatlas.com with your questions and struggles. You may hear them answered in a future episode.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----------Mentioned in this episode:Book a Strategy Call with The Loan Atlas! Follow the link below to schedule a demo session with our team! https://go.theloanatlas.com/book-a-demo

Loan Officer Freedom
The Leadership Lesson Every Loan Officer Needs

Loan Officer Freedom

Play Episode Listen Later Jun 8, 2026 19:08


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.

The Loan Officer Podcast
Is Having a Niche Really the Key to Success for Loan Officers? | Ep. 632

The Loan Officer Podcast

Play Episode Listen Later Jun 4, 2026 28:17


In this episode of the Loan Officer Podcast, hosts Dustin Owen, Marketing Mike, and Special K engage in a lively and insightful debate centered around the popular saying, "the riches are in the niches," and whether this concept truly applies to loan officers in the mortgage industry. Dustin Owen takes the stance that the most successful and highest-producing loan officers tend to achieve their results by focusing on the core, mainstream loan products such as conventional loans, FHA loans, VA loans, and jumbo loans, rather than by specializing in narrow or highly specific loan niches. He argues that while niche products can be appealing, the bread and butter of a top producer's business comes from mastering and consistently delivering on these foundational loan types. On the other hand, Marketing Mike brings a different perspective to the discussion, drawing from his expertise in marketing strategy. He emphasizes the importance of identifying and targeting specific buyer personas, suggesting that loan officers can set themselves apart and grow their business by tailoring their marketing efforts to attract certain segments of the market. According to Mike, developing a niche can mean understanding the unique needs and preferences of a particular group of clients and crafting messages and services that resonate with them, ultimately leading to more effective marketing and stronger client relationships. As the conversation unfolds, Dustin offers a reframing of what it means to have a "niche" in the mortgage business. He suggests that a niche is not necessarily defined by the types of loan products a loan officer offers, but rather by the personality, service processes, and overall approach that naturally attract a certain type of client. Dustin cautions loan officers against constantly chasing after the latest trends or so-called "shiny objects" in the industry, warning that this can distract from the real opportunities that already exist within their current business and client base. Instead, he encourages loan officers to focus on refining their processes, building authentic relationships, and leveraging their unique strengths to serve the clients who are the best fit for their style and expertise. Ultimately, the episode provides valuable insights into how loan officers can think about niches, marketing, and long-term success in a competitive industry.   TLOP's Originator Coaching:

Loan Officer Leadership Podcast
496. The Number Most Loan Officers Never Find

Loan Officer Leadership Podcast

Play Episode Listen Later Jun 3, 2026 20:08


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. 

Loan Officer Leadership
496. The Number Most Loan Officers Never Find

Loan Officer Leadership

Play Episode Listen Later Jun 3, 2026 20:08


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. 

Loan Officer Freedom
Rocket vs UWM: The Real Lesson for Loan Officers

Loan Officer Freedom

Play Episode Listen Later May 27, 2026 25:13


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.

Sales Lead Dog Podcast
How Top Loan Officers Build Trust in a Tough Mortgage Market | Listy Limon

Sales Lead Dog Podcast

Play Episode Listen Later May 27, 2026 36:58


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:

The 360 Experience
+50% Loan Volume in One Year: How Julie Crow Stopped Being the Bottleneck in Her Own Business

The 360 Experience

Play Episode Listen Later May 21, 2026 68:35


Every loan officer wants to do more loans in less time, but that scaling doesn't happen when you keep doing everything yourself.In this episode of The 360 Experience Podcast, Tim Braheem sits down with Julie Crow, a veteran mortgage originator who is on pace for roughly 180 loans in 2026 — and she has built that business largely through Realtor relationships, reputation, client care, and old-school execution.No flashy social media strategy. No massive marketing machine. No active CRM.Top Takeaways for Loan Officers:1️⃣ Why doing everything yourself is not a badge of honor — it is probably the ceiling on your production.Julie shares how letting go of file-level tasks has already helped her increase production and create more time for pre-approvals, Realtor relationships, and business development.2️⃣ The leadership shift every high-producing LO eventually has to make.Tim breaks down why your job is no longer to be the doer of everything. Your job is to train, empower, and lead the people who can help you scale.3️⃣ How to transfer trust from “me” to “we.”Julie built her brand on personal care and execution. Tim shows how loan officers can keep that high-touch experience while positioning the team as part of the value proposition.4️⃣ Why your CRM may be the biggest untapped opportunity in your business.Julie has thousands of past clients but no active CRM. They talk about why that database could become one of the most profitable assets in her business — and why she should not be the one manually building it.5️⃣ How simple, memorable client touches still win.From approval cookies to personalized closing binders to high-quality blankets, Julie proves that thoughtful, useful, human touches still create loyalty, referrals, and Realtor trust.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----------

Loan Officer Freedom
Recruiting Better Loan Officers: Carl White and Kevin Gillespie Talk Strategy

Loan Officer Freedom

Play Episode Listen Later May 20, 2026 31:03


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.

Troy Talks
Before You Call a Loan Officer, Do This First | Rickeshia Odell

Troy Talks

Play Episode Listen Later May 20, 2026 27:47


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.

Loan Officer Leadership Podcast
490. You Can Predict Your Income as a Loan Officer

Loan Officer Leadership Podcast

Play Episode Listen Later May 19, 2026 12:07


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.” 

Loan Officer Leadership
490. You Can Predict Your Income as a Loan Officer

Loan Officer Leadership

Play Episode Listen Later May 19, 2026 12:07


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.” 

Loan Officer Freedom
Most Loan Officers Don't Need More Leads…. Yet (Part 2)

Loan Officer Freedom

Play Episode Listen Later May 18, 2026 14:28


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.

Loan Officer Leadership Podcast
489. Why Some Loan Officers Stay Stuck at 3 Loans a Month

Loan Officer Leadership Podcast

Play Episode Listen Later May 14, 2026 17:22


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.”

The Loan Officer Podcast
A Simple Connection Exercise Every Loan Officer Needs to Know | Ep. 626

The Loan Officer Podcast

Play Episode Listen Later May 14, 2026 47:06


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:

Loan Officer Leadership
489. Why Some Loan Officers Stay Stuck at 3 Loans a Month

Loan Officer Leadership

Play Episode Listen Later May 14, 2026 17:22


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.”

Loan Officer Freedom
Most Loan Officers Don't Need More Leads.... Yet (Part 1)

Loan Officer Freedom

Play Episode Listen Later May 13, 2026 21:26


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.

Loan Officer Leadership Podcast
488. The 4 Habits of Loan Officers Winning in This Market

Loan Officer Leadership Podcast

Play Episode Listen Later May 12, 2026 19:05


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.”

Loan Officer Leadership
488. The 4 Habits of Loan Officers Winning in This Market

Loan Officer Leadership

Play Episode Listen Later May 12, 2026 19:05


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.”

The I Love CVille Show With Jerry Miller!
Scott Morris, Tovah Payne & Woody Fincham Joined Jerry Miller Live On "Real Talk With Keith Smith!"

The I Love CVille Show With Jerry Miller!

Play Episode Listen Later May 8, 2026 54:11


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.

Loan Officer Leadership Podcast
487. The Producer vs. The Busy Loan Officer

Loan Officer Leadership Podcast

Play Episode Listen Later May 7, 2026 14:08


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

Loan Officer Leadership
487. The Producer vs. The Busy Loan Officer

Loan Officer Leadership

Play Episode Listen Later May 7, 2026 14:08


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

Boston Celtics Game Day Recap
Season Over. Philly Wins Game 7. No Tatum

Boston Celtics Game Day Recap

Play Episode Listen Later May 3, 2026 20:55


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

Boston Celtics Game Day Recap
C's Get BLOWN OUT. Game 7 Here We Come

Boston Celtics Game Day Recap

Play Episode Listen Later May 1, 2026 15:30


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

How to Be Awesome at Your Job
1149: How to Stand Out, Multiply Your Opportunities, and Win People's Confidence with Justin Humphries

How to Be Awesome at Your Job

Play Episode Listen Later Apr 30, 2026 38:06


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.

Boston Celtics Game Day Recap
Celtics Collapse: 11 Point Fourth. C's Up 3-2

Boston Celtics Game Day Recap

Play Episode Listen Later Apr 29, 2026 18:34


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

Loan Officer Freedom
The 175-50-25 Formula: How Top Loan Officers Turn Leads Into Closings

Loan Officer Freedom

Play Episode Listen Later Apr 27, 2026 36:31


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.

Boston Celtics Game Day Recap
C's Spank Philly in Embiid's Return! C's Up 3-1!

Boston Celtics Game Day Recap

Play Episode Listen Later Apr 27, 2026 23:05


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

Side Hustle School
Ep. 3396 - STORY: Loan Officer Charts New Course With Nautically Inspired Jewelry

Side Hustle School

Play Episode Listen Later Apr 19, 2026 7:38


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.

Loan Officer Freedom
AI Loan Officers: How Smart Tech Is Creating Loans While You Sleep

Loan Officer Freedom

Play Episode Listen Later Apr 15, 2026 38:32


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.

Loan Officer Freedom
The Simple Formula Top-Producing Loan Officers Still Use

Loan Officer Freedom

Play Episode Listen Later Apr 8, 2026 13:01


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.