meta_pixel
Tapesearch Logo
Log in
Loan Officer Freedom

How To Shift From Refi's To Purchase Deals... A Case Study

Loan Officer Freedom

Carl White

Education, Business, How To

4.9753 Ratings

🗓️ 24 October 2022

⏱️ 45 minutes

🧾️ Download transcript

Summary

In this episode, Carl White reviews a case study of how Devin Dubuc and his team have had massive success switching from primarily a "refi shop" to bringing in a large amount of purchase deals.

Devin is a valued member of our exclusive mortgage coaching program, Freedom Club, who has pivoted and found a different way of doing business for success. 

He is sharing how his company is seeing major wins by implementing what we call “loan getting activities” that have been proven to work and are consistently taught within the coaching program.   

Listen in to hear Carl & Devin talk about the secret to being successful through all the changes they’ve seen in their many years in the mortgage industry.  

Pivoting takes a commitment and if you’re ready to make that adjustment in your business, we can help. Schedule a free 60-minute coaching call here.

Transcript

Click on a timestamp to play from that location

0:00.0

Hey, everybody. This is Carl White broadcasting from the communications headquarters here at the Mortgage Marking Animal Slash Freedom Club.

0:11.7

You're listening to Loan Officer Freedom, number one podcast for loan officers today in America.

0:17.1

And all because you knew that someday I would have Mr. Devin,

0:20.8

Dubon himself, Devin Dubok.

0:22.1

Dude, dude, I just-

0:23.5

Debutte, exactly what I said.

0:25.5

You must have misheard me.

0:26.5

So Devin Dubuque and is joining me here today.

0:30.9

Devin, where are you located at, brother?

0:32.8

So I'm out of Dallas-Fort Worth.

0:34.7

Nice area, man.

0:36.3

So you're on the right episode. So what we're going to

0:39.2

talk about the scheduled conversation, which oftentimes totally takes a right or left-hand turn

0:46.8

as we go down here. But the idea that we're talking about is, Devin, you were historically, or last several years, of course,

0:56.7

a refi shop. You guys have committed to focus on the purchase. And we're going to talk about

1:02.9

some of the methods, some of the tools that you've used to do that, some of the systems that you put in

1:08.3

place and the results of doing it. So is that absolutely,

1:13.4

absolutely. If you're here today? Yeah, no, that's that's 100% and thanks for having me on,

1:18.2

Carl, you'll listen to you all the time. My team listens to you. We do the breakfast club calls every

1:23.2

morning and just happy to be here and happy to share what we're doing and some of our successes,

1:28.0

you know, with with others out there that are that are kind of struggling to find that way.

1:32.3

Yeah. Cool. Awesome, man. You're just a nice guy, man. So let's just kind of dive right into

...

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.