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Loan Officer Freedom

Keeping Your Clients Engaged

Loan Officer Freedom

Carl White

Education, Business, How To

4.9753 Ratings

🗓️ 27 September 2023

⏱️ 15 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 Steve Kyles discuss the best advice for loan officers when a client chooses another lender after working with them for multiple loans.

They provide valuable insights and strategies for preventing this from happening, including staying top of mind with your past database, identifying the decision maker, and closing for commitment.

Tune in to learn about maintaining strong relationships with your clients and increasing your referral business.

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

Transcript

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0:00.0

Hey, gang, this is Carl White. I am the co-pilot in charge here today as we're circling the globe at the speed of light.

0:18.7

Man.

0:19.0

Here at the Lone Officer Freedom podcast, and it is another beautiful day in paradise.

0:25.8

As I'm circling the globe here with the pilot and command, Mr. Steve Kyle's.

0:29.4

How you doing, Steve?

0:30.0

Man, let's go.

0:31.0

I like it.

0:31.6

The visual is just, man, that makes me feel alive.

0:36.0

Circling the globe.

0:55.0

Circling the globe at the speed of light. So which we are as you're listening to this podcast. That's right. The signals being transmitted to you literally at the speed of light. So really cool. I was going to go down a bunny trail about the speed of light. I go back to my physics days, you know, but going to spare you of that but let me tell you what i am going to do let's talk about it so i had uh

1:00.0

uh i love our loan officer breakfast club uh facebook group page so i think there's i think it's like

1:07.8

18 000 as as we're recording this here,

1:14.7

toward the end of, what is it, 2023.

1:18.1

There's about, I think it's 18,000, something like that,

1:20.2

Lone Officers in there, really super cool group.

1:23.3

And I saw a couple of things that I thought we could address.

1:24.3

Let's talk to it.

1:25.0

So, yeah.

1:31.7

So the first one was, came from a really super nice guy, by the way.

1:40.8

He said, what's your best advice for me when a client who I did his last three loans uses another lender.

1:42.6

Yeah.

1:46.3

So is there any more detail behind that?

...

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