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Loan Officer Freedom

Hiring Your First Assistant

Loan Officer Freedom

Carl White

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

5743 Ratings

🗓️ 1 December 2025

⏱️ 24 minutes

🧾️ Download transcript

Summary

Episode 602

To map out the exact plan top producers use to grow their business, visit GetMoreLoans.com.

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White.

In this episode, Carl sits down with Jim Reed to break down one of the biggest leaps a loan officer can make in their business: hiring their first assistant and doing it the right way. Jim shares the exact signals that show you are ready, the traps most LOs fall into when they wait too long, and why bringing on support early can often double your capacity faster than any marketing tactic.

Together they unpack what tasks should come off your plate first, how to structure the role for maximum impact, and why a great assistant can create more freedom, more consistency, and more closings. Carl explains how his own business transformed the moment he let go of the busy work and focused his time on the highest value activities that only he could do.

Jim also walks through the mindset shift required to stop thinking like a solo operator and start thinking like a business owner, including how to afford an assistant sooner than you might expect and what qualities matter more than resume experience. Their conversation gives a clear picture of how the right hire becomes a force multiplier for growth.

If you have ever felt buried in tasks, stuck at the same production level, or unsure how to scale without burning out, this episode will show you how a single hire can open the door to more loans, more freedom, and more momentum.

Transcript

Click on a timestamp to play from that location

0:00.0

For those of you listening, you're not going to know this.

0:08.8

For those of you watch this on YouTube, I just came in here to the office and Jimmy and I hooked up real quick.

0:14.7

And I've just got a green screen behind me.

0:16.7

There's no, like we weren't doing anything.

0:19.1

So you see my down and dirty.

0:21.8

This is the back.

0:22.9

This is the green room.

0:23.8

This is the back room.

0:25.0

So anyway, so what we were discussing.

0:27.7

I haven't showered it's Saturday.

0:30.1

And about an hour I'm heading to a cross-country meet.

0:32.4

And I just want to talk to my buddy.

0:34.4

So just so you know why I look like I look.

0:36.2

So what we were discussing

0:37.6

was on loan partners when we hire assistance, do we do we hire a new one that's never done it before,

0:46.2

but but the right personality? Or do we hire one that's already experienced? My take on this,

0:52.5

Jimmy, is Delta doesn't hire people and teach

0:57.3

them how to be pilots. They hire pilots. Classically, you know, from the Air Force or the naval,

1:04.8

you know, Navy aviators. Classically, that's ideally, I always thought kind of what they're looking

1:09.6

for. And the reason why I kind of what they're looking for and the reason why

1:11.0

i kind of like that idea is if i if i hire somebody and it takes me say three months to train them

1:20.1

and then i find out oh this person doesn't have the ability to do this they don't have what it takes

...

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