Podcasts about mortgage business

Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com   Join Clay Clark's Thrivetime Show Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com  **Request Tickets Via Text At (918) 851-0102   See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire   See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/  

In this conversation, John Harcar interviews Roy Meshel, who shares his journey into the mortgage business and emphasizes the importance of customer service. Roy discusses how mentorship played a crucial role in his career, the techniques he uses to build relationships with realtors, and common mistakes made in the mortgage industry. He highlights the significance of effective communication and exceeding customer expectations to achieve success and gain referrals. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Send us a textReady to save hours every week without becoming a tech expert? This practical episode delivers exactly what busy mortgage brokers need - 10 ready-to-use ChatGPT prompts that tackle the repetitive tasks eating away at your productive time.We dive straight into actionable content with clear, jargon-free explanations of what makes an effective prompt before revealing ten powerful examples you can copy and use immediately. From crafting professional client follow-up emails to generating social media content that positions you as an expert, each prompt addresses a specific pain point in the mortgage broker workflow.Imagine having perfectly drafted emails ready within seconds, consistent client communications even on your busiest days, and fresh content ideas that keep your social media presence active without the usual creative struggle. These prompts aren't about replacing your expertise – they're about handling the repetitive drafting so your knowledge and personality can shine through where they matter most.The real power comes from understanding how these small time savings compound. When you're not spending precious mental energy on routine communications and content creation, you can focus on high-value client interactions, complex cases, and strategic business growth. Think of ChatGPT as your always-on team member, ready to assist with the groundwork so you can deliver outstanding service where human expertise matters.This episode is part of our practical AI mini-series designed specifically for mortgage professionals who want better results without becoming technology experts. Want to transform your workflow and reclaim your time? Listen now, and don't forget to join our upcoming free webinar "Foundations to Freedom" on July 3rd if you're considering the self-employed route in mortgage broking.Looking for one to one mentoring, visit my website to see how it works craigskelton.co.uk #mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring #selfemployed ...

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White sits down with Jody Bruns, founder of the Certified Divorce Lending Professional (CDLP) Program, to explore the unique niche of divorce mortgage planning. Jody shares insights on how loan officers can effectively engage with divorcing clients, emphasizing the importance of integrating mortgage planning early in the divorce process. They discuss innovative strategies for loan officers to not only close more deals but also get compensated for their consulting services, even if a loan isn't finalized. Tune in to learn how to build valuable relationships with attorneys and other professionals in the divorce space, and discover how this approach can create a sustainable and profitable business model in an ever-evolving market. For more information, visit GetCDLPcertified.com. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

In this episode of Mortgage Lending Mastery, Lady Jen Du Plessis explores the concept of 'sitting back vs leaning in' to your business. She discusses the importance of taking proactive actions, moving the needle daily, and setting clear expectations to avoid business stagnation. Tune in for practical strategies and insights to help you become a master in your mortgage practice. _______________________ Connect with Lady Jen Connect and Schedule a Strategy call at https://supportfromjen.com/ YouTube: https://www.youtube.com/@LadyJenDuPlessis Free Gifts: https://jenduplessis.com/gifts/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you leveraging relationships to scale your mortgage business? In this episode of The Canadian Private Lenders Podcast, we sit down with Cyrus Habibi—a top-producing mortgage broker with Premier Mortgage, consistently ranked #1 in volume in Atlantic Canada for five straight years. From humble beginnings in life insurance to dominating $350M+ in mortgage volume with the Premier Private Client Group, Cyrus shares how building relationships, not budgets, fuels growth. This episode is your roadmap to reputation-driven success.Show notes: 01:43 - How Cyrus transitioned from insurance into real estate finance02:45 - Got his start thanks to Don McFicker's mentorship04:43 - Why mortgage brokering is more service-based than sales06:01 - Met his future business partners through a shared love for cars10:22 - Mentorship saved him from early mistakes in brokering15:14 - Premier team closed over $350M in mortgage volume last year17:42 - Atlantic Canada market is stronger and more resilient than expected20:28 - Referral-based growth beats cold leads and ads every time21:45 - Their team acts as a “walking brand”—authenticity matters23:14 - What Cyrus loves most about this business and lifestyle25:52 - What's next? Cyrus shares how the team plans to grow further27:04 - Bonus question: Cyrus's favorite pizza spot and dream carResources:Keystone Capital GroupCPLP Instagram: @cplpodcast Keystone Instagram: @keycapgroupFind Cyrus on:Instagram: @cyrushabibiFind Neal On:Instagram: @neal.andreinoLinkedInFind Ryan on:LinkedInE-mail: ryan@keycap.ca

Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself?If you're a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success.See if myAgent Classes is the right fit for you.Schedule a Call with Geoff CONNECT

Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com   Join Clay Clark's Thrivetime Show Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com  **Request Tickets Via Text At (918) 851-0102   See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire   See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/  

Send us a textIn this episode of The MLO Project, host Michael sits down with Bryce Gonser, a mortgage powerhouse out of Eagle, Idaho, who closed over 300 loans and $130 million in volume last year. But Bryce didn't start in lending—he started as a performance coach, and he's brought that same mindset into building a scalable, relationship-driven mortgage business.Bryce shares how he went all-in during the COVID years by doubling down on agent relationships, mastering proactive communication, and building a repeatable, high-trust process that delivers results.He also opens up about his leadership approach—personal development, real coaching, and helping his team define and reach their “desired future.”Whether you're a new LO or a veteran looking to level up, this episode is packed with real strategies and insights.Hit play to learn from one of the best—and find out how to connect with Bryce for personalized consultation.00:00 Introduction and Guest Welcome00:45 Bryce's Podcast Experience01:15 Impressive Loan Numbers02:35 Bryce's Journey into the Mortgage Industry05:00 Building Relationships During COVID09:51 Cold Calling and Face-to-Face Meetings17:39 Coaching and Team Development18:55 Core Activities and Leadership Differences19:39 Success Pillars and Self-Discovery20:36 VIP Coaching and Real Estate Focus21:57 New Aged Leadership Approach28:17 Operational Strategies and Systems29:44 Balancing Customer Experience and Efficiency30:39 Proactive Communication and System Design37:35 Leadership and Personal Development40:37 Coaching and Consulting ServicesBryce Instagram: @bryce_gonserJoin our HighLevel Facebook GroupTMP is presented by: Empower LOConnect with us at mloproject@empowerlo.com

In this high-impact episode, we sit down with Nicole Rueth — the #1 lender in Denver — to uncover how she transformed her mortgage business by leaning into a unique brand message: helping clients build wealth through real estate. Loan officers, get ready to be inspired and equipped with strategies to stand out, attract loyal clients, and scale your business in any market.   Here's what you'll learn:   How to Build a Brand That Attracts - Nicole shares how she shifted away from rate-focused marketing to a long-term vision of financial empowerment — and how that message draws in a loyal client base. Content That Converts - Discover how Nicole uses educational content (not just rates or updates!) to consistently generate inbound leads from YouTube, email, and local events. Using AI the Right Way - Learn how Nicole integrates AI into her business for speed, structure, and consistency — without losing the human touch that makes her message connect.   Don't miss this episode — hit play now and discover how to level up your mortgage business by building real value for your clients.

                                Listen in as Erin and Renee discuss: The Power of Consistency: Renee shares why daily, intentional actions—not big leaps—create long-term success in real estate and lending. Relationship-Based Business: Instead of cold calls, Renee focuses on nurturing her database, creating lifelong clients who refer business effortlessly. The Delegation Breakthrough: How learning to let go and trust her team allowed Renee to scale her business beyond her own capacity. Mindset Blocks & Money Beliefs: Renee reveals how subconscious fears about wealth held her back—and how she overcame them. Navigating Market Shifts: Why top producers don't wait for the market to improve—they adapt and thrive no matter the conditions.                                                   About Renee Gaugler is a native Montana who has been doing mortgages for 20 years. She strongly believes that real estate can be a wealth builder for almost anyone, so she is very passionate about making sure home buying is done the right way. Renee believes that a mortgage is a financial tool, not just a necessary evil, and it can be an important part of accomplishing your overall financial goals. She loves helping first time homebuyers understand the process, as well as working with repeat buyers to show them how to really use real estate to build wealth. How to Connect With Renee Website: www.reneegaugler.com LinkedIn: https://linkedin.com/in/reneegaugler Facebook: https://www.facebook.com/profile.php?id=100092307466896 Instagram: https://instagram.com/reneegauglermortgage YouTube: https://www.youtube.com/@TheProsperityPlaybookPodcast/videos

Is your mortgage business struggling because of tactics—or is your mindset the real problem? In this episode, I share a powerful mindset shift that has helped mortgage brokers break through plateaus and take massive action in their businesses. If you've ever felt stuck, this one change could be the key to unlocking your success. We'll cover: Tactics vs. Mindset – Why knowing what to do isn't enough if your “why” isn't strong enough. Two Broker Transformations – How a struggling broker turned things around simply by changing his motivation. The "7 Levels Deep" Exercise – A strategy to uncover your real driving force for success. Why "Freedom" Isn't the Answer – The truth about why most brokers don't get freedom right away. Taking Action Now – How to stop procrastinating and make meaningful progress today. Try the 7 Levels Deep exercise: https://www.7levelsdeep.com/ Subscribe to my newsletter for the most useful insights in the mortgage business! Join my newsletter! Follow Scott on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com   I Love Mortgage Brokering is brought to you by Finmo.  To learn more, visit: www.finmo.ca/ilmb   Hey, it's Scott Peckford, and in this episode, I'm diving into the one game-changing factor that separates struggling mortgage brokers from those who take off. Spoiler: it's not your tactics, brokerage, or scripts—it's your why. I share two powerful stories of brokers who completely transformed their businesses simply by shifting their mindset. Plus, I'll walk you through an exercise called Seven Levels Deep to help you uncover your true motivation. If you've ever felt stuck or struggled to take action, this episode is for you. Here are the talking points we covered: Why tactics and strategies alone won't grow your mortgage business The mindset shift that turns struggling brokers into top performers Two real-life examples of brokers who found their why and skyrocketed The Seven Levels Deep exercise to uncover your true motivation Why emotional leverage is the key to overcoming procrastination The biggest misconception about “freedom” in the mortgage business

Mortgage finance giants Fannie Mae and Freddie Mac have been under government conservatorship since 2008. President Trump wants to privatize them. But what could that mean for America's mortgage market?

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your hosts, Carl White and Owen Lee discuss the impact of AI on loan origination, the importance of technology in staying competitive, and how loan officers can future-proof their businesses. Key topics include: The evolving landscape of the mortgage industry and the necessity for loan officers to adapt to new technologies. How AI can enhance lead generation and improve client interactions. The importance of monitoring your database and understanding consumer behavior in a tech-driven market. Whether you're a seasoned loan officer or just starting in the industry, this episode is packed with valuable insights and actionable strategies to help you thrive in a rapidly changing environment. Don't forget to visit GetMoreLoans.com for more information on the AI technology discussed in this episode and how it can benefit your business! Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

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

Public speaking is one of the most powerful tools for building authority and attracting leads—but it's also one of the scariest. In this episode, Kyle Green shares how an unexpected last-minute speaking gig in front of 600 people changed his career forever.We dive into:✅ How public speaking became a lead-generation machine✅ The key to getting booked at conferences (even if you're new)✅ A simple strategy to capture 100+ emails at every event✅ Why public speaking positions you as the go-to expertWhether you're a mortgage broker, real estate investor, or business owner looking to level up your brand, this episode is packed with actionable insights.** Chapters **00:00 The Journey into Public Speaking11:58 Mastering the Art of Engagement24:02 Building a Brand through Public Speaking28:01 The Realtor-Mortgage Connection32:22 Public Speaking as a Business Strategy36:11 The Power of Social Media for Learning39:00 Understanding Mortgage Mechanics44:02 The Evolution of Business Practices49:00 Reflections on Industry ChangesFollow Kyle Green:Newsletter - https://kylegreen.ca/

On today's episode, Editor in Chief Sarah Wheeler talks with Brian Hale, founder and CEO of Mortgage Advisory Partners, about what lenders should do right now to grow their business. Hale was a featured speaker at HousingWire's Housing Economic Summit and has held leadership positions at companies including ClosingMark Financial Group, Stearns Lending, MetLife Home Loans, Countrywide, Wells Fargo and Fleet Mortgage. Related to this episode: HousingWire Economic Summit HousingWire | YouTube More info about HousingWire   Enjoy the episode! The HousingWire Daily podcast brings the full picture of the most compelling stories in the housing market reported across HousingWire. Each morning, listen to editor in chief Sarah Wheeler talk to leading industry voices and get a deeper look behind the scenes of the top mortgage and real estate stories. Hosted and produced by the HousingWire Content Studio. Learn more about your ad choices. Visit megaphone.fm/adchoices

Chuck Williams, CEO of Northpointe Bancshares (NPB), discusses the company's IPO and its growth journey. He highlights their growing mortgage business but says they're not a “rate-dependent company.” He talks about the awards the company has won, its customer relationships, and its “best-in-class” software.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Sean Zalmanoff, founder and chief loan officer of Better Rate Mortgage, covers an array of mortgage-related topics. The discussion delves into the various types of loans available, the importance of starting early in the mortgage application process, and practical tips for improving credit scores. Sean offers insights into mortgage refinancing, the benefits of different loan terms, and shares useful financial advice for both first-time homebuyers and seasoned borrowers. The episode emphasizes the importance of working with knowledgeable mortgage professionals for a smoother and more informed home-buying experience.[00:00] Introduction and Welcome[01:18] Encouraging Local Businesses[01:53] Challenges of the Restaurant Industry[03:00] Guest Introduction: Sean Zalmanoff[03:24] Sean's Journey into the Mortgage Industry[04:24] The Impact of 9/11 on the Mortgage Industry[05:09] Starting a Mortgage Business[08:44] The Great Recession and Its Aftermath[12:07] Modern Mortgage Industry Insights[15:19] Understanding Different Loan Types[17:46] The Importance of Financial Literacy[22:31] Break and Sponsor Messages[24:46] Return and Mortgage History[25:48] Get Ready: Essential Mortgage Preparation Tips[29:14] Credit Scores Demystified: What You Need to Know[30:36] Down Payments and Financial Planning[33:39] Smart Strategies for Managing Debt[44:11] The Importance of Pre-Approval[48:58] Choosing the Right Realtor and Loan Officer[53:20] Conclusion and Final ThoughtsTakeaways: Supporting local businesses in their first 60 days is crucial for their survival and growth. A simple word of encouragement can energize a new business owner and motivate them to keep going. When entering the mortgage market, starting the application process early can save time and stress later on. Understanding the different types of loans available can empower first-time buyers to make informed decisions. Refinancing can help save money, but it's essential to weigh the costs versus benefits before making a move. Choosing the right loan officer can make a significant difference in your mortgage experience and financial future. Home - Better Rate MortgageThis is Season 8! For more episodes, go to stlintune.comLinks referenced in this episode:betterratemortgage.comdredscottlives.orgCompanies mentioned in this episode: Fannie Mae Freddie Mac USDA Better Rate Mortgage Monster Mortgage#mortgageadvice #mortgagesolutions #mortgages #betterratemortgage #mortgagetips #fanniemaeloans #freddiemacloans #fhaloans #conventionalloans

Rick Roque, VP, Growth at NFM Lending. Highlights include: expansion and discipline; small pool of recruitable LOs; automation and lower costs; super brokers and specialized call centers. Rick has experience as a mortgage broker, entrepreneur and a national leader in growth strategies.

In this episode, I sit down with the one and only Ginger Bell to dive into leadership, recruiting, and the power of building authentic relationships in the mortgage industry. We kick things off by reminiscing about the first time we met in person—a moment that felt like reconnecting with an old friend rather than a first-time introduction. From there, we unpack the importance of trust, consistency, and authenticity in business, exploring how these qualities shape both leadership and recruiting. Ginger shares insights from her career journey, offering valuable strategies for balancing professional and personal life, staying relevant in an ever-changing mortgage landscape, and the art of meaningful networking.

In this episode of Loan Officer Launch, Chris Johnstone takes you beyond manual mortgage marketing and shows you how to automate your business with AI-powered systems. If you've ever experienced the Loan Officer Roller Coaster, where business fluctuates due to inconsistent lead generation, this episode will help you create a steady stream of referrals and appointments.  

In this engaging episode, Alina Vincent uncovers the significance of engagement in building strong relationships with potential clients and persuading them to say yes. ______________________ Connect with Lady Jen Connect and Schedule a Strategy call at https://supportfromjen.com/ YouTube: https://www.youtube.com/@LadyJenDuPlessis Free Gifts: https://jenduplessis.com/gifts/ _______________________ Get to know Alina Vincent Alina Vincent is a business strategist, speaker and international bestselling author of "Teach Your Expertise", "Leverage Your Expertise", "Own Your Expertise', "Monetize Your Expertise" and "Package Your Expertise" books. She's known globally as the creator of the "Profitable Online Challenges" Formula, which helped her grow her business from zero to over a million dollars in just 4 years. Alina is passionate about helping entrepreneurs package and monetize their knowledge and expertise to create a leveraged and scalable business. Experts hire her for strategic advice and simple step-by-step approach to creating successful online programs, engaged Facebook communities, and profitable 5-day challenges. Connect with Alina FB: https://www.facebook.com/AlinaVincentPhoto/ FB Group: https://www.facebook.com/groups/BusinessOwnersWhoThinkBig Books: https://www.amazon.com/dp/B09CG1YV5P Learn more about your ad choices. Visit megaphone.fm/adchoices

D.O. breaks down the nine essential strategies that can help you scale your mortgage business and potentially triple your income. From mindset shifts to practical systems, this episode delivers the blueprint for explosive growth in your mortgage career.

Meet and learn from four of your fellow Real Estate Team OS listeners who share 2024 wins and 2025 game plans with you.Each person shares what's ahead in 2025, the state of their real estate business today, and what they've learned and implemented from guests on the show.A few themes in this special year-end episode:- People power (and supporting systems)- Content creation (and audience attraction)- Mortgage partners (and client experience)Listen to Ep 050 of Real Estate Team OS with:Jonathan CampbellCEO and Owner of Jon Campbell Team brokered by REAL in Bethlehem, Pennsylvania- Why market conditions weren't his biggest challenge in starting his real estate career in 2007- What makes his team's productivity (45-50 transactions per agent per year) possible- How he runs his agent recruiting conversations to find likable and coachable people- How they set granular, bi-weekly goals for the year ahead- https://www.instagram.com/jsooup/- https://www.instagram.com/joncampbellteamJennifer StaatsOwner of Staats Solutions and Director of Ops with Digital Maverick and ez Home Search- How she discovered real estate operations as a passion and skill- Two categories of agents and teams who need a stronger focus on operations- Why the right systems (and/or people) are necessary for growth and scale- The main areas and activities she's evaluating as part of annual business planning- https://www.instagram.com/jennifertherealtor/Brandon DoyleRealtor with Doyle Real Estate Team with RE/MAX Results in Maple Grove, MN- How The Customer Experience Podcast and Chief Evangelist led him to Real Estate Team OS- Why they doubled back into a father-and-son real estate team after growing agent count- Learning from more people in a real estate team than the CEO and team leader- How his YouTube channel on smart home technology helps his real estate business- https://linktr.ee/brandondoylemnKim Robert SchieldknechtBroker/Owner of Transaction Alliance, an independent brokerage in Cincinnati, OH- Things to look for, expect, and value in a mortgage partner- Why real estate franchise and brokerage brands aren't as important as personal agent brands- Why Real Estate Team OS is "the best show in the real estate business" (and what else he's watching)- The brokerage model that's led to start-up costs being covered and profitability in the first year - https://jointransactionalliance.com/Episodes mentioned by these four guests:- 002 Laurie Finkelstein Reader https://www.realestateteamos.com/episode/laurie-finkelstein-reader-people-over-profits- 027 Grant Wise https://www.realestateteamos.com/episode/real-estate-team-performance-marketing-grant-wise- Inside The Laughton Team with George Laughton https://www.realestateteamos.com/episode/inside-laughton-team-phoenix-george-laughton- Inside Whissel Realty with Kyle Whissel https://www.realestateteamos.com/episode/inside-whissel-realty-ceo-team-leader-kyle-whissel- FUBCON Session with Tom Ferry https://www.realestateteamos.com/episode/tom-ferry-differentiation-accountability- FUBCON Session with Mike Simonsen (Altos Research) https://www.realestateteamos.com/episode/mike-simonsen-altos-research-real-time-data- Inside Whissel Realty series https://www.youtube.com/playlist?list=PLCJiXNo93cVqQmwl4tTOQYebBkBoL6ipz- Inside The Laughton Team series https://www.youtube.com/playlist?list=PLCJiXNo93cVr9Oc0ptse5z6Vaq5l0T1kAMake Real Estate Team OS part of your 2025 game plan! Get instant access to seven subscriber-only episodes and email-exclusive insights every week: https://realestateteamos.com/subscribe

Visibility is the name of the game.Getting out there, talking to people, networking, being strategically active across offline and online… selling yourself and your business.Consistently.That's the #1 game you need to play.Mortgage broking is the task you do once you sell yourself and win the client.Therefore mortgage broking… is the #2 game.Yet, most mortgage brokers spend 80-90% of their time doing mortgage broking, and only 10-20% of the time getting out there.In this episode of Mortgage Broker Acceleration, I expose why many brokers are hiding behind the laptop (instead of getting out there) and the psychology of why visibility wins over experience or expertise. I share why digital is actually much harder than old-school, and the overreliance on technology, automations and software is damaging your lead flow and client experience.Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

Most brokers are what I call “variety store brokers”.A bit like a $2 shop or department store.You can walk inside and get pretty much anything.Everything is ok, but nothing is special.Access to resi, commercial, asset finance, SMSF, insurance and more.Helping first home buyers, investors, PAYG, self-employed, and more.Now to most brokers this sounds great, to be able to help everyone.But there's a problem (actually multiple problems and challenges with this).In this episode of Mortgage Broker Acceleration, I outline these problems, how they affect every area of a mortgage business, and what brokers should do instead.For those who are more advanced and/or want to become the one-stop-shop and do it properly, I share the 4 main points you need to be successful.Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

If you don't have 3-4 key referral partners each sending you at least one qualified referral every week, that results in at least $5m per month in settled loans… then you are doing referral partners wrong.I've been helping brokers for over 16 years, and it's a fact that most brokers don't have true key referral partners… they just have a bunch of people in their network who they know.Who they catch up with, go for coffee and lunch, and spend time in meetings with good intentions and promises… but no real action.That real estate agent, accountant or financial planner who says they'd love to work together and send referrals… but hasn't… and probably never will.The bad news is that it's not their fault… it's yours.You failed to win them over properly and drive the relationship forward.The good news is you can fix it with existing partners, get them referring, or you can start fresh from scratch if your current referral partners don't make the grade (they are not all created equal and you can 100% fire them).In this episode of Mortgage Broker Acceleration, I tell you exactly what's going on with your referral partners, why it's happening, and how to think about fixing it. Instead of wasting time on coffee meetings, I'll give you the 6 things you should do instead to build serious referral partnerships.Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

At every mortgage industry event, you'll hear discussions about building a team.You'll hear everyone talking about hiring a loan processor, outsourcing and offshoring, hiring a credit analyst (or parabroker), client services manager, perhaps a marketing person… and of course hiring loan writers or brokers.That's fine, but the problem is it's one-dimensional… and results in slow growth and bottlenecks in a mortgage business.I've been a solo operator as a broker and in business. I've also had a team of two dozen staff (in Australia and overseas), with a full stack that allowed me to step away from the business for 6-months with very little input.I've worked with solo brokers, and brokers with teams of brokers / credit / admin / ops, etc. Most of them scratching their heads wondering why they are working so hard and not growing as quickly as they want, despite the team in place.In this episode of Mortgage Broker Acceleration, I make you aware of the Supported Broker Trap and how to avoid or escape it. I reveal the 5 biggest Team Flaws I see in mortgage businesses, plus the “If This Then” secrets to improve your thinking on Team Design.Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

We all want to get our clients amazing results.The problem is, the biggest challenge in all of that, is often the clients themselves!As a broker, you know that a client who takes action and follows through will get a better deal and save more money, buy that new home sooner, acquire an investment property, and so on.i.e. they'll get the result they want!But… many clients still drag their heels, delay things, don't get the docs back, forget things, don't follow through… and ultimately fail to get the result they want.Frustrating… and borderline ridiculous… right!!!No, it's just human nature.Enter the solution… Client Hypnosis.In this episode of Mortgage Broker Acceleration, I share what Client Hypnosis is and how it will help you and your clients get better and faster outcomes (with less stress and overwhelm, and without having to follow-up and hound your client a thousand times)… by doing the exact opposite to what most brokers are doing. Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

If your mortgage business relies on the trail income to pay all expenses and be profitable… this is lazy and poor business practice.In fact, you might have a cash haemorrhaging business and not be aware of it.Unfortunately the financial literacy of many brokers is not up to scratch.I've seen it.The percentage of brokers who don't know their numbers, key drivers, KPI's, profit… is scary.The percentage of brokers who run their business by taking revenue in, paying bills, and the rest is left for them… with no finger on the pulse of projections, cash, profit… essentially relying on their accountant and looking at a P&L once a quarter or year… is scary.The amount of brokers, with teams, writing $5-15m per month, that don't realise they aren't really making any money (i.e. their business isn't viable, or would be better off closing the doors and just collecting trail)... is scary.In this episode of Mortgage Broker Acceleration, I talk about money maths. Covering the concept of a Trail Book Management business vs a New Loan Writing business, and why each must be standalone profitable. I share why volume and number of deals is an irrelevant method of keeping score and success (and the only two metrics that really matter). Finally, the 5 things you need to do to take control of your money and future.UPDATE: Starting this month you may have already noticed something different about the podcast.After over 200 episodes alongside the man, the myth, the legend… Mr Ash Playsted… after loads of insights, discussions and laughs… we've decided to go our separate ways in business and part ways as great friends.I'm excited to continue the podcast solo… bringing you a new flavour… with the latest insights and strategies from my work with ambitious brokers and high performing mortgage businesses. I think you'll enjoy it… and I know your business will thank you for it.So, keep listening… and let's get into it.Enjoy.Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

Every broker reading this, is losing deals, money and profit… guaranteed.Why?Because leads and clients are dropping off. They get stuck, stalled or ‘go cold' during the process. Brokers often don't even realise this is happening.Poor conversions… think it's normal.Loads of AIP's that don't go anywhere or have to be reworked… think it's normal.Losing deals at the 11th hour to lender retention teams… think it's normal.Making matters worse, I see brokers actively trying to improve their process and system… thinking it's improving and making a difference… but it's actually making things worse!The result is a lot of work being done and not getting paid.Not cool.In this episode of Mortgage Broker Acceleration, I talk through our Flow Maximisation tool, including the 12 Workflow Sins you need to avoid… to stop losing deals, doing work and not getting the reward for it.UPDATE: Starting this month you may have noticed something different about the podcast.After over 200 episodes alongside the man, the myth, the legend… Mr Ash Playsted… after loads of insights, discussions and laughs… we've decided to go our separate ways in business and part ways as great friends.I'm excited to continue the podcast solo… bringing you a new flavour… with the latest insights and strategies from my work with ambitious brokers and high performing mortgage businesses. I think you'll enjoy it… and I know your business will thank you for it.So, keep listening… and let's get into it.Enjoy.Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

Marketing is the one thing I get asked about the most… unfortunately.I say unfortunately because it's the #1 thing most brokers think will solve their problems, but it's usually the last thing that actually will.It's the single biggest waste of time and money I see in the industry.Time and money spent on websites, digital marketing, social media, content, newsletters, and the list goes on and on.Marketing itself isn't a waste of time and money. Far from it. It's the way brokers (and mortgage business owners) approach it that's wasteful and wrong.In this episode of Mortgage Broker Acceleration, I share why all marketing is not created equal; there's what makes you feel good, and there's what works. If you'd prefer to stop wasting your time and money, I suggest you listen in.UPDATE: Starting this month you'll notice something different about the podcast.After over 200 episodes alongside the man, the myth, the legend… Mr Ash Playsted… after loads of insights, discussions and laughs… we've decided to go our separate ways in business and part ways as great friends.I'm excited to continue the podcast solo… bringing you a new flavour… with the latest insights and strategies from my work with ambitious brokers and high performing mortgage businesses. I think you'll enjoy it… and I know your business will thank you for it.So, keep listening… and let's get into it.Enjoy.Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

From $40M plateau to $100M+ producer!

If I only had 7 minutes to share the most important secrets to success as a mortgage broker and business owner… what would I say?Well I gave myself the challenge.Look back over my 20 years in this industry and the 200+ episodes of this podcast (over 70 hours of content!) and start the clock.In this episode of Mortgage Broker Acceleration, I go through 7 key insights from reviewing everything and running it through my filter of working with ambitious and successful brokers right now.UPDATE: Starting this month you'll notice something different about the podcast.After over 200 episodes alongside the man, the myth, the legend… Mr Ash Playsted… after loads of insights, discussions and laughs… we've decided to go our separate ways in business and part ways as great friends.I'm excited to continue the podcast solo… bringing you a new flavour… with the latest insights and strategies from my work with ambitious brokers and high performing mortgage businesses. I think you'll enjoy it… and I know your business will thank you for it.So, keep listening… and let's get into it.Enjoy.Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

Ready to dive deeper into raw, unfiltered stories? Subscribe today for exclusive contents and upcoming episode alerts of the www.OnTheEdgePodcast.com In this episode, mortgage industry veteran Skip Willcox opens up about his journey from loan origination to wholesale leadership. Between displaying his impressive Star Wars collection and sharing invaluable mortgage insights, Skip breaks down the complexities of wholesale lending and reveals how he transformed years of experience into a thriving sales training business. Don't miss this power-packed hour where we tackle the distinctions between retail and wholesale mortgages, broker relationships, and how mortgage professionals can leverage their unique B2B and B2C skill sets. New Full Episodes every THURSDAY at 10:00 am. Clips are released throughout the week. Join our community: Facebook Group: @ontheedgepodcast Facebook Page: @MeetScottGroves Locals: https://reddotbluestate.locals.com/ Instagram: @ScottLGroves #MortgageIndustry #SalesTraining #WholesaleLending ------------ Quickly- I'm Scott Groves - Husband, Father, Loan Officer, Coach, Author, Podcaster, and Blue Belt in Brazilian Jiu-Jitsu. I gave up boxing, where I was 5-0 in amateur fights, when I turned 40. BJJ is safer for old men than getting punched in the head :-) You can find out everything about me HERE: www.LinkTr.ee/ScottLGroves This podcast is paid for and brought to you by.... by me, Scott Groves :-) Because I think these kind of long form conversations are valuable, I pay for 100% of the production of this show out of my pocket. This channel is FAR from monetization and because of the subject matter, may never be monetized. I am a Mortgage Loan Officer & Loan Officer Coach in real life. It's the money that I earn, from helping home-buyers and home-owners obtain home-loans, that pays for this show. If you, your friends, or your family are looking for a home loan from an honest Loan Officer, please contact me at Scott@ScottGrovesTeam.com or find all my links to connect HERE: www.LinkTr.ee/ScottLGroves I can do the loan for you (our team is licensed in 8 states) - OR - I can refer you to an amazing loan officer in the state where you're searching. ON WITH THE SHOW!!! New Full Episodes are released every THURSDAY at 10:00am and clips are released frequently throughout the week. SO MAKE SURE YOU SUBSCRIBE!!! ------------- Thank you for checking out the Podcast. We're building our community AS WE SPEAK and would love it if you checked us out in one of our communities: On The Edge Podcast Community & Facebook Group on Facebook: https://www.facebook.com/groups/ontheedgepodcast/ On The Edge Podcast Page on Facebook: https://www.facebook.com/MeetScottGroves On The Edge Podcast on Locals: https://reddotbluestate.locals.com/ Instagram: www.Instagram.com/ScottLGroves ------------ www.OnTheEdgePodcast.com ------------ Don't care for YouTube and prefer listening instead? We got you covered wherever podcasts are found: Apple Podcasts: www.bit.ly/oteapple Google Podcasts: www.bit.ly/otegoogle Spotify: www.bit.ly/otespotify Breaker: www.bit.ly/otebreaker Radio Public: www.bit.ly/oteradio Pocket Casts: www.bit.ly/otepocket Anchor: www.bit.ly/oteanchor ----------- Do YOU or SOMEBODY YOU KNOW want to be featured in the podcast? Questions, inquiries, booking a show? Any topics or people you'd like us to cover? Send us an email: scott@ontheedgepodcast.com ----------- Spread the word and help us out! It doesn't cost a thing to hit that Like Button, Subscribe, and turn on the notification bell. Comments are appreciated and will be responded to! Doing any of these things tells the YouTube Algorithm that you like what you see and helps others find us as well! -----------

Olympian's don't spend their lives training and preparing to win a Silver or Bronze.They go for the maximum result.They go for Gold.Most mortgage business owners, on the other hand, spend their lives building and operating their businesses… without a specific result in mind.They just want to help people and earn a living.Very few actually think about the End Game… let alone maximising it (and bringing it forward).Contrary to popular misguided opinions these days…The whole point of business is to make money.And that money drives the life you want.Now you can certainly have a purpose driven business that delivers amazing outcomes for clients and makes a difference in the community, and you can have fun with your team along the way… but…Your #1 priority should be driving towards a goal, an End Game, that “gold medal” result (which in business is passive income and asset value creation).In this episode of Mortgage Broker Acceleration, we discuss this concept of defining your End Game and introduce key strategies in The Earnings Matrix and The Multiplier Matrix. Whether your ideal End Game is 1-year or 10-years away, you need to understand this now.Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your hosts, Carl White dive deep into the common traits of top producers in the mortgage industry with Kevin Broughton. Join us as we explore the three essential components for success: Product Knowledge: Understanding the ins and outs of mortgage products is crucial, but how do you balance learning with prospecting? Focus and Daily Success Plans: Discover the importance of having a structured daily plan and how to eliminate distractions to maximize productivity. Mindset of a Champion: Learn how to cultivate a winning mindset, overcome self-limiting beliefs, and embrace accountability to achieve your goals. Kevin shares his insights from over a thousand one-on-one conversations with loan officers, emphasizing that success is engineered, not just a matter of luck. They also discuss the significance of surrounding yourself with the right people and the power of community in driving success. Don't forget to check out the Loan Officer Breakfast Club for more resources and support in your journey! Learn how to close an extra five loans a month at GetMoreLoans.com Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

A lot of our clients are using acquisitions as a strategy in their mortgage businesses.We help them think clearly, make the right decisions, and maximise the opportunities.Many mergers and acquisitions are ill thought out, and leave a lot of money on the table due to incomplete strategies and under-resourced businesses.There are two different types to consider:Trail book acquisition - simply buying a client list and trail income.Mortgage business acquisition - more complex involving purchase of a client list and trail income, but also systems, key staff, referral partnerships, branding, offices and so on.Both can be used effectively, depending on the desired outcome.Both require the right strategy and tactics to make them worthwhile.If you don't have a sound strategy (and reason) to acquire loan books and/or businesses, you can quickly have your head under water… physically stretched for time and also financially.In this episode of Mortgage Broker Acceleration, we discuss the key factors to consider in this space. Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

Do you want to get off the tools?Work more ‘on' your business rather than ‘in' it?I hear this like a broken record.A throw away statement.Often from brokers who have no intention or desire to do it.Being a mortgage broker, helping clients and writing loans… is easy.And most brokers love it.Building and operating a mortgage business… is hard.And most brokers hate it (or aren't good at it).I find it bizarre that most are trying to run away from the very thing they are good at and enjoy… and towards something that is tough, a completely different skill set, and something they will not enjoy.So, instead of following the masses, the first question to ask is:Why get off the tools? (a seemingly simple, but deep and complex question)And then second, if the decision and goal is to remove yourself from writing loans, the question becomes:How to get off the tools? (a simple solution, but deep and complex tactics)In this episode of Mortgage Broker Acceleration, we discuss the concept and desire for getting off the tools properly, so you can ask yourself the right questions, make the right decisions, and then act with clarity and intent (and not do something you'll regret!).Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

Bigger is not always better; it's what you do with it that counts.So they say.This could be the most crass or cliche way to start an email ever.But, there's an appropriate analogy here for a mortgage business.I assure you.Because in business…Bigger is not always better; it's the profit and value creation that counts.But unfortunately… most brokers focus on the wrong things:Growing a bigger business and team.Writing more and more loans.Winning awards and following passion projects.Adding technology, complexity and moving parts.Digital marketing and social media.Often to the detriment of making a profit and/or creating value.In fact.A lot of brokers, even the “successful” ones (I put successful in quote marks because the industry rewards the wrong things, measuring success incorrectly):Don't know what a profitable mortgage business looks like.Don't even know if their business is profitable or not.Don't understand their end-game or purpose (income vs value).Don't have the right model to suit their goals.Don't look at their numbers or focus on making money.In this episode of Mortgage Broker Acceleration, we discuss the concept of having a profitable mortgage business model, and the dangers of being caught (or stuck) in the middle.Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

Featuring expert insights from John Jeanmonod of Angel Oak, this discussion highlights how embracing non-QM solutions can significantly boost a loan officer's business while helping more borrowers achieve homeownership.

Go Deeper:Tune into my Mortgage Business Mastery podcast, dropping new episodes every Tuesday. This solo show answers questions from brokers, submitted via my Instagram page, diving deep into what you want to know. Stay ahead of the game with the insights shared in every episode. If you're a broker looking to up your game, this podcast is for you.https://ashborland.com/soloLearn More On Instagram:Follow me on Instagram for practical short video tutorials on systems and processes to boost your sales and marketing as a mortgage broker. The content here is different from YouTube and highly valuable for advisors. https://ashborland.com/instagram Free Course:Check out the Free Mortgage Marketing Blueprint, a comprehensive seven-step course designed to help mortgage brokers build a solid and robust marketing system for their brokerage. This course covers everything you need to know to succeed.https://ashborland.com/blueprintPodcast Interview Series:Listen to the Mortgage Mavericks podcast, where I interview the best and brightest in the business. They share their stories and insights, with new episodes released every Thursday.https://ashborland.com/mavericksLet's Connect: Feel free...

Tim Braheem Interviews Sam RosenblattWith over 28 years in the Mortgage Business, Sam Rosenblatt brings a wealth of practical experience and knowledge to this conversation with Tim. Sam is a master of implementing systems and processes to expedite his workflow. He has been recognized by Scotsman Guide as one of the Top 200 Originators in America having closed over 6,000 units at over $2 Billion in production.You Will Learn: Why high level goal setting and emulating successful originators is your key to achieving greatness.How to leverage simple hires to increase your availability and productivity.How servicing a specific market segment can make you a community go to.The importance of having a well maintained and monitored CRM.What you should be doing right now to increase your loan volume in today's market.Who is Sam Rosenblatt?Sam is a Sales Manager for USA Mortgage out of Saint Michaels, Maryland. Sam believes that buying a home is a major life event, likely the largest purchase a person will make. His chief focus is getting people into a mortgage that not only meets their needs today but also brings them long-term financial security. Sam prides himself on his ability to tackle unique lending situations and saving loans close to being denied by another lender. When he's not doing loans, Sam is extremely involved in his community, serving on the board of both LifeBridge Health and the Jemicy School in Maryland. Brought to you by The Loan Atlas For more information on how to join the largest community of like-minded originators, visit theloanatlas.com

Go Deeper:Tune into my Mortgage Business Mastery podcast, dropping new episodes every Tuesday. This solo show answers questions from brokers, submitted via my Instagram page, diving deep into what you want to know. Stay ahead of the game with the insights shared in every episode. If you're a broker looking to up your game, this podcast is for you.https://ashborland.com/soloLearn More On Instagram:Follow me on Instagram for practical short video tutorials on systems and processes to boost your sales and marketing as a mortgage broker. The content here is different from YouTube and highly valuable for advisors. https://ashborland.com/instagram Free Course:Check out the Free Mortgage Marketing Blueprint, a comprehensive seven-step course designed to help mortgage brokers build a solid and robust marketing system for their brokerage. This course covers everything you need to know to succeed.https://ashborland.com/blueprintPodcast Interview Series:Listen to the Mortgage Mavericks podcast, where I interview the best and brightest in the business. They share their stories and insights, with new episodes released every Thursday.https://ashborland.com/mavericksLet's Connect: Feel free...

Today Tim and Jean talk with Joseph Flannery, the Founder and CEO of SELFi, and hte head of mortgage for Radius.Joseph wasn't happy with how his clients were being treated as "numbers" so he decided to take action and so he started his own lending business.  His goal: be true to his clients and give them the best experience possible!If you'd like to connect with Joseph, you can reach him at joseph.flannery@selfi.comConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White is joined by his friend Mark Pfeiffer to discuss the concept of Green Time and Red Time. They share their personal experiences with tracking their daily activities and how it has transformed their mindset and productivity. They emphasize the importance of being honest with oneself and consistently dedicating time to prospecting and building relationships. Whether you're just starting out or looking to improve your business, this episode offers valuable insights and practical tips for maximizing your success in the mortgage industry. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.