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Loan Officer Freedom

Are you doing sales activity?

Loan Officer Freedom

Carl White

Mortgagemarketinganimals, Business, Loanofficer, Getmoreloans, Freedom, Mortgage, Loanofficercoaching, Carlwhite, Education, How To

5743 Ratings

🗓️ 19 February 2024

⏱️ 31 minutes

🧾️ Download transcript

Summary

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 a crucial topic: the distinction between marketing activity and sales activity.

They discuss the importance of focusing on effective sales activities that lead to closed loans, rather than getting caught up in flashy marketing tactics that may not yield tangible results.

Join them as they share insights and real-life examples to help loan officers navigate the balance between marketing and sales activities for success in the mortgage industry.

Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Transcript

Click on a timestamp to play from that location

0:00.0

Hey, gang, Carl White here, broadcasting in the library here at the Mortgage Marketing Animal's Secret Headquarters.

0:14.3

And you're listening to Lone Officer Freedom, number one podcast in the world today for loan officers.

0:20.0

And I'm joined here today by a dear friend of mine.

0:25.4

We work together.

0:27.1

Super smart lady.

0:28.4

Makes me a better me.

0:29.6

Mrs.

0:30.4

Kristen Simpson herself.

0:32.5

How are you doing Kristen?

0:33.5

Good morning.

0:34.0

I'm doing fantastic.

0:35.9

Thanks for having.

0:36.9

First of all, where are you located at? Let everybody know where you're at. I'm doing fantastic. Thanks for having. What's, what, what's, uh, first of what, where you located at?

0:39.1

Let everybody know where you're at.

0:40.2

I'm outside of Philadelphia, Pennsylvania. Nice, Sarah. Are you from there? I am born and raised. Yep. Every once in a while, my Philly accent will come out. I try to, yeah, yeah, try to keep it at a minimum. Yeah, yeah. Well, we won't jet. Some of my best friends are from Philadelphia, so, which is true. My dear friend, Hakeem, you know Hakeem. I do. Have you ever hooked up with him in Philadelphia by chance, Hakeem? No, I haven't. I haven't had a chance to. I really hope that at some point here we can, there's a lot of, there's a lot of folks up here in this area. Yeah, yeah. Yeah. So if I say I'm from Philly, every once in a while it comes out that way. Yeah.

1:14.4

So, yeah. There's a lot of folks up here in this area. Yeah. Yeah. Yeah. So if I say I'm from Philly, every once in a while it comes out that way. Yeah. So you put two of your room together and it just goes a little crazy. It does. Yeah. Hey, so we were going to talk about one topic, but while we were in the green room, you brought up something else. And so I think I want that to be our topic. And it was knowing the difference

1:29.9

between marketing activity and sales activity. Marketing activity and sales activity. And you

1:37.3

started to describe it a little bit. And you got about three words into it. And I said, stop. Let's hit the record button because

1:45.7

I, something about hearing it for the first time. There's a magic. And if you try to recreate

1:52.3

the conversation, it doesn't come across so well. So, all right. So Kristen, for a loan officer,

1:57.4

what is the difference between marketing activities and sales activities?

2:02.6

And why is it important?

...

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