Business Planning 2022
Loan Officer Freedom
Carl White
4.9 • 753 Ratings
🗓️ 27 December 2021
⏱️ 42 minutes
🧾️ Download transcript
Summary
Have you given 2022 some thought? It’s time to start planning for your annual business goals.
Matt Vance joins me in this eye-opening episode of Loan Officer Freedom, the #1 podcast nationwide for loan officers today.
So, how do we come up with realistic goals for the new year? For Matt, it’s having an idea of where he wants to be and what he wants his business to look like. One key factor in mapping this out is making sure his team is structured with a successful ratio, so transactions become a smooth process for all parties involved.
I also share insight on how to go into a new year thinking about business plans with what is called ‘reverse engineering’. I start off by asking myself what is it that I want to happen and follow that with what will that cost me. I’ll break it down for ya’ here…tune in.
Transcript
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| 0:00.0 | Everybody, this is Carl White, broadcasting from the secret headquarters here at the |
| 0:12.0 | Mortgage Marketing Animal slash Freedom Club. |
| 0:14.3 | And you're listening to Loan Officer Freedom, number one podcast in the world today for loan |
| 0:18.4 | officers. |
| 0:19.8 | And wow, here we are at the beginning of the year. |
| 0:23.2 | And so we're going to call this one business planning 2022. And I've got a good friend of mine, |
| 0:31.1 | one of the leaders in the Freedom Club, Mr. Matt Vance at a New Hampshire. How you doing, my brother? |
| 0:36.2 | Hello. I'm doing great. How are you? |
| 0:39.3 | You know, it's good. It's good to have you on here, brother. So what part of New Hampshire? Yeah. |
| 0:46.1 | So kind of the southern part. I'm in a small town located next to Manchester, New Hampshire, |
| 0:52.5 | which is our largest city, which is like |
| 0:55.6 | 120,000. My town is maybe like 25,000 on a good day. Wow. Dude, my neighbor's about 45 minutes north of |
| 1:04.2 | Boston. Yeah, the subdivision next door to where I live over here has $25,000. So that's cool. |
| 1:11.7 | Yeah. |
| 1:12.7 | So, and Matt, give us a little background here. |
| 1:15.8 | Banker, broker, loan officer, branch manager. |
| 1:18.3 | Give us a little background here. |
| 1:20.0 | Yeah. |
| 1:20.3 | So I'm a broker owner. |
| 1:22.4 | Right now, it's just me and two support people. |
| 1:26.1 | We've been in business for, wow, right at three years now. |
| 1:31.0 | Um, but I've been in lending, mostly as a, um, retail loan officer since 2001. |
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