Loan Officer Freedom

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 sit down with Scott Bell, a successful loan officer based in St. George, Utah, who has seen remarkable growth in his business over the past few months. Scott shares his journey from closing just a few loans a month to an impressive 15 deals in December, showcasing a staggering increase in productivity. Join us as they dive into Scott's strategies for success, including: The importance of building relationships with real estate agents, both locally and in other states. How he effectively uses digital communication to maintain connections and grow his referral network. The role of consistent prospecting and follow-up calls in driving business. Insights into his use of CRMs and automation to streamline processes while still prioritizing personal interactions. Don't miss this opportunity to learn from someone who has successfully navigated the challenges of t

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 Steve Kyles discuss the importance of understanding where the majority of business comes from in the mortgage industry, and why focusing on the right strategies can make all the difference in your success. They explore the statistics behind top producers, revealing that a staggering 78% of their business comes from real estate agents, while only 0.2% is generated through social media. They also share valuable insights on how to shift your focus from low-yield strategies to more effective methods that can lead to significant growth. Learn how to measure your success effectively and why it’s crucial to seek guidance from those who are truly excelling in the industry.  Visit getmoreloans.com to schedule a call and learn more about how you can be part of a community that is dedicated to achieving greatness. Schedule a one-on-one free coaching call, click

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 Owen Lee to discuss the current state of interest rates and what consumers can expect in the coming weeks. Owen shares insights on the recent fluctuations in rates, the impact of inflation data, and the upcoming Federal Reserve meeting. He also provides a concise elevator pitch for loan officers to use when clients inquire about rate drops, emphasizing that the market often moves ahead of the Fed's decisions. Learn how to effectively communicate with clients about rate changes and why now might be a great time to act. Tune in for valuable information that can help you navigate the mortgage landscape and make informed decisions! 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, your host, Carl White dives into an inspiring conversation with Athena Pena, a successful loan officer based in Seabrook, Texas. Athena shares her journey of becoming a loan officer, the unique marketing strategies she employs, and her recent venture into writing a book titled "12 Tips Everyone Should Know About Mortgages." Join them as they explore: Athena's target audience and how she effectively distributes her book to home buyers and real estate agents. The innovative design of her book, which serves as a handy tool for networking and client engagement. The importance of consistency in business and how Athena balances her career with homeschooling her children. Tips for new loan officers on building relationships and gaining referrals in a competitive market. Don't miss this episode filled with practical advice and inspiration! If you want to learn more about the strateg

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 Blake VanMeter, a loan officer who has made remarkable strides in just four months after transitioning to a new company. Blake shares his journey from a lead-based business model to self-generating leads, highlighting the challenges and successes he's encountered along the way. Blake's story is a testament to the power of following a proven plan and pushing through fear to achieve success. Whether you're a new loan officer or a seasoned veteran looking to revitalize your approach, this episode is packed with valuable insights and actionable tips. Visit getmoreloans.com to learn more about how you can ramp up your business just like Blake! 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, your hosts, Carl White and Krista Russo dive into the complexities of maintaining work-life balance during the holiday season. They discuss the common dilemma faced by loan officers: how to stay productive while also cherishing time with family and friends. Carl and Krista share their personal experiences and strategies for managing work commitments around Thanksgiving and Christmas. They emphasize the importance of setting clear boundaries, effective time blocking, and focusing on high-impact activities that drive results. Discover how to leverage the quieter holiday season to build relationships and stay connected with clients, all while enjoying the festivities. Visit getmoreloans.com today to schedule your call! Let’s work together to create a strategy that allows you to focus on what truly matters—both in your business and with your family. Schedule a one-on-one free coachin

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 top-producing loan officer Adam Crosley from Crown Mortgage. They dive into the unique challenges and opportunities of working in Northern New York, especially during the colder months and the holiday season. Adam shares his journey of doubling his production in a short period and the importance of having a strong "why" behind his work. They discuss the power of accountability, the significance of personal development, and how to build meaningful relationships in the mortgage industry. Discover how Adam has successfully navigated the ups and downs of the mortgage market, his strategies for prospecting, and the importance of staying proactive during the slower months. Plus, learn about the coaching program Adam leads and how it helps loan officers achieve their goals. visit CarlWhiteAlliance.com to learn about our exclusive accountability group d

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 Kristin Simpson dive into the profound impact of words and encouragement, especially as we approach the holiday season. Carl shares an inspiring story from Ron Howard's autobiography about a pivotal moment in Howard's childhood that shaped his future as a legendary director. Discover how a simple comment from the Cowardly Lion actor changed the course of Ron's life and led to a ripple effect that influenced countless others. Carl emphasizes the importance of genuine words of encouragement in our daily interactions, whether with colleagues, friends, or family. Explore the power of positivity and how small gestures can create lasting change. Plus, find out how you can reach out for support and encouragement in your own journey! Don't forget to visit GetMoreLoans.com for more information and support! Schedule a one-on-one free coaching call, click here or

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 Kristin Simpson dive deep into the concept of "crushing your competition" with a fresh perspective. Instead of focusing on external rivals, they explore the real competition we face daily: procrastination, negative thoughts, and our comfort zones. Join them as they discuss: How procrastination can signal tasks that should be delegated. The impact of negative thoughts and the importance of surrounding yourself with positive influences. The necessity of stepping out of your comfort zone to achieve different results. Carl shares personal anecdotes about his journey in business, emphasizing the importance of quick implementation and the power of collaboration. Kristen adds her insights on maintaining a positive mindset and the significance of learning from others. Don't forget to visit getmoreloans.com for more resources and to connect with Carl and Kri

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 dive deep into the current state of the mortgage market, discussing interest rates, market stability, and what to expect as we head into 2025. Owen shares his expert analysis on the impact of recent elections on interest rates and offers valuable strategies for loan officers to prepare for the upcoming year. With the holiday season upon us, he emphasizes the importance of setting clear goals and taking proactive steps to prospect effectively during this quieter time in the industry. Learn how to reverse engineer your financial goals and discover actionable tips to secure leads and grow your business. Whether you're a seasoned loan officer or just starting out, this episode is packed with practical advice to help you excel in the coming year. Visit getmoreloans.com to learn how to get those extra leads you need to boost your success! Connect

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 Kristin Simpson discuss the four essential things you should measure to up your game and achieve more closings. Key Takeaways: Why keeping score is crucial for your business growth. The four metrics that matter: Leads Received, Loans Closed, Hours Worked, and Money Saved. How to identify bottlenecks in your process and improve efficiency. The significance of focusing on controllable factors in a fluctuating market. Whether you're a seasoned loan officer or just starting out, this episode provides valuable insights on how to manage your activities effectively and make informed decisions that lead to greater profitability. Don't forget to visit getmoreloans.com for more resources and to connect with Kristin for personalized guidance! 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, your hosts, Carl White and Steve Kyles share a heartwarming story about a grandfather who helped his granddaughter create a list of qualities to look for in a partner. This list not only guided her through her dating life but also empowered her to make informed decisions about love and relationships. Carl and Steve discuss the importance of focusing on positive attributes and how this practice can shape our intentions and choices. Whether you're a parent, grandparent, or mentor, this episode offers valuable insights on guiding the younger generation in their journey to find meaningful connections. We encourage you to sit down with your children, grandchildren, or any young person in your life to create a list of their own. 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, your host, Carl White sits down with the dynamic husband-and-wife duo, Jing and Hamilton, who have achieved remarkable success in the mortgage industry. Based in Long Island, they recently closed 18 loans totaling $10 million in just one month! Join us as they dive into their journey, exploring how they built their business, the roles they play within their team, and the strategies they use to foster relationships with real estate agents. Hamilton shares his unique approach to business development, while Jing discusses the importance of systems and operations in scaling their success. Key Topics: Achieving 18 loans in a month The roles of Jing and Hamilton in their team Building relationships with real estate agents The importance of consistency in follow-ups Giving back to the community Whether you're a seasoned loan officer or just starting out, this episode is packed wit

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 Nathan Carver, a successful loan officer who has experienced remarkable growth in his business over the past year. Nathan shares his journey of personal and professional development, including his commitment to donate $15,000 to a nonprofit organization that is close to his heart. Discover how Nathan's strong "why" has fueled his motivation to close loans consistently and how he has successfully expanded his business across two states—Texas and Florida. He discusses the importance of building relationships with real estate agents, leveraging technology for efficiency, and the power of consistency in achieving success. Key topics covered in this episode: Nathan's commitment to charitable giving and its impact on his business Strategies for building a referral network in multiple states The importance of follow-up and communication in the loan

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 chats with Kambi Heywood, a seasoned loan officer from Cranbrook, BC, Canada. With 27 years of experience in the industry, Kambi shares her journey of transformation, going from closing 2-4 loans a month to an impressive 9-10, and her ambitious goal of reaching 15 deals per month. In this episode, Cambie discusses: Her passion for snowboarding and how it connects her with her family. The importance of gratitude in her daily routine and how it shapes her mindset. The role of agency in her success and how it empowers her to positively impact those around her. The significance of the "Axe of Freedom" and how it has helped her streamline her business activities. Tips for conducting meaningful annual mortgage reviews and fostering client relationships. Her vision for giving back to the mortgage community and supporting her team. Cambie's story is a testament

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 fluctuations in stock market futures, the rise of Bitcoin, and what it all means for mortgage rates in the coming months. They explore the concept of the "red wave trade" and how consumer confidence plays a crucial role in the housing market. Owen shares his insights on how the election results are influencing the bond market and interest rates. As they analyze the emotional aspects of home buying, Carl and Owen emphasize the importance of staying proactive in marketing and prospecting, regardless of political outcomes.  Tune in now and get ready to make the most of the upcoming market opportunities! Don't miss out on Owen's expert market updates—connect with him on LinkedIn at Owen Lee. 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, your hosts, Carl White and his partner Chris Johnstone dive deep into the world of appointment setting with Jennifer Woodland, a key player in our concierge program. They explore the most effective ways for loan officers to maximize their time and increase their closings through strategic realtor referrals. Jenn shares insights on how her team reaches out to past clients, pre-approved buyers, and qualified real estate agents to set appointments that lead to more business. Key topics include: The importance of realtor referrals and how to secure them The process of setting appointments with past clients and agents Tips for maintaining energy and motivation while making calls The role of technology and automation in appointment setting Discover the surprising statistics on closing ratios for social media leads versus realtor referrals, and learn why building relationships wi

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 Kevin Broughton dive deep into the essential ingredients for success in the mortgage business. Just like a great soup needs the right ingredients, your mortgage business requires key elements to thrive, especially as we approach 2025. Join us as they discuss: The importance of building a strong team and overcoming the mindset of "doing it all yourself." How internal resources, like a deal desk and underwriter advocates, can streamline your processes and save you time. The critical role of technology in enhancing your business and staying competitive in a rapidly changing market. The significance of effective training and ensuring it aligns with your goals. The value of a supportive culture that prioritizes collaboration and mutual success. Whether you're a seasoned loan officer or just starting out, this episode is packed with insights that can help

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 dives into an innovative concept called the "Truth Score," created by our guest, Kevin Broughton. This unique self-assessment tool is designed to help loan officers and sales professionals evaluate their daily performance based on five key components: Tenacity, Ritual, Unwavering Commitment, Tracking, and Art. Kevin shares how he grades himself each day and the importance of being honest in this process. He emphasizes the need for a daily ritual and unwavering commitment to achieve success in the mortgage industry. Additionally, he discusses the significance of tracking leads and maintaining a positive attitude in the workplace. Want to implement the Truth Score in your own life? Kevin has created a handy Excel spreadsheet to help you track your scores! Visit KevinTruthScore.com to get your copy and start your journey toward greater accountability and succ

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 Jami discuss the staggering differences in closing ratios between social media leads and realtor referrals, emphasizing the need for effective prospecting strategies. Discover the three essential groups of real estate agents that every loan officer should focus on: pre-coffee, post-coffee, and the coveted Focus 40. Learn how to prioritize your calls, maximize your follow-ups, and leverage existing relationships to generate more referrals. Want more loans? Visit wantmoreloans.com to set up your free coaching call! Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.