meta_pixel
Tapesearch Logo
Log in
Loan Officer Freedom

3 Skills Every Loan Officer Should Master

Loan Officer Freedom

Carl White

Education, Business, How To

4.9753 Ratings

🗓️ 10 November 2020

⏱️ 36 minutes

🧾️ Download transcript

Summary

What does the job of a Loan Officer entail?

As Loan Officers it is our job to make the phone ring. We bring in the business and our TEAM helps us structure the loans and take the applications all the way to closing (all while we're steadily brining in more business).

On this episode of Loan Officer Freedom, Mike and I will share 4 best practices and 3 skills you need to master whether you're a Loan Officer, Mortgage Broker, or a Producing or Non-Producing Branch Manager.

Want to chat about even more strategies and solutions like this? Schedule a time to chat with us at LoanOfficerStrategyCall.com.

Transcript

Click on a timestamp to play from that location

0:00.0

Hello, everybody. This is Carl White, broadcasting from the secret headquarters here at the Mortgage Marketing Animals slash Freedom Club. And you are listening to Loan Officer Freedom, number one podcast in the world today for loan officers. So we get the, got the most reviews, the most downloads uh the most awesomeness uh there's some

0:22.7

other good podcast right some some my dear friends mine have other podcast just not as good as this one though

0:29.3

no i'm just kidding it's uh we're very grateful to be uh number one and we appreciate you guys

0:33.3

helping us do that so i'm joined today uh by my wingman mr michael Michael Cardacia. How you doing my brother? You know what, Carl, I can't complain and I probably wouldn't want to, man. It's going too good over here. Yeah, life is good, man. It's, it's very rewarding helping people out, isn't it? I love it, man. Yeah, there's nothing I'd rather be doing. Yeah. Well, it shows by the results that we that you get.

0:54.8

So all right.

0:55.5

So what we're doing on this episode, something a little bit different is we're going

0:59.5

to call this episode the grab bag that we're just going to, Mike and I are just going

1:03.9

to shoot some ideas back and forth that are going to be likely, totally unrelated.

1:09.2

And think of it like as some of our, I don't know, best ideas or some of our

1:13.0

aha moments or grab bag, bag of ahas, you know, whatever, just some different things we had. So

1:20.9

that's not a good topic, Mike? Oh, this is going to be awesome, man. I'm so stoked to do this one

1:25.0

with you. All right, cool. All right. Well, let's jump into it.

1:28.1

So first one, let's talk about, man, there's a great thing. And I don't think we've ever mentioned this on all the episodes that we've done here in the podcast. I don't think we've mentioned this. It's what's called the halfway survey.

1:42.2

A halfway survey. So the idea of the halfway survey, you know, Mike,

1:46.6

there's some really cool programs that once a loan is closed, like this, this program sends out a

1:53.1

thing, hey, you know, have we earned your five star rating? If so, give it to us. If not, hey,

1:58.3

we're sorry. And that's got a fatal flaw. What's that? The fatal flaw is that

2:07.2

if we wait until we're done with the loan and then we send out, how do we do? And they reply back,

2:15.4

hey, you didn't get a five star. You got maybe a three. In fact, maybe even a two. There's nothing we can do about it. Right. It's too late. It's like, well, crap, what? Oh, you wanted me to do what? Well, hell, why didn't you tell me you wanted me to do that? I didn't know you wanted me to do that. Like, whatever that thing is, whatever they're not happy about. It's like, hell, I didn't even know.

2:38.1

Right. Why didn't you tell me? Right. They didn't tell us because we didn't ask them.

2:42.3

Right. So the halfway survey, don't wait until the end to ask how you're doing. Halfway through,

2:56.2

we send out a little survey, we adapt we call the halfway survey and basically it's like how we doing and this would go out like whatever

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Carl White, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Carl White and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.