Mastering Your Elevator Pitch To Get More Referrals

Loan Officer Freedom

Carl White

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

5 • 743 Ratings

🗓️ 30 June 2025

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

🧾️ 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 host, Carl White, breaks down the one conversation skill that can instantly boost your referrals—your elevator pitch.

He shares a simple, proven 3-part formula that helps you introduce yourself with clarity, confidence, and impact—whether you're at a mixer, on a Zoom, or standing on the sidelines at a soccer game.

Carl explains why most loan officers miss the mark in their first 15 seconds—and how to turn those forgettable intros into door-opening moments.

You’ll hear real-world examples you can swipe, plus tips on tailoring your pitch for social media, referral partners, and borrower convos alike.

If you’ve ever stumbled when someone asked, “So, what do you do?”—this episode will fix that for good.

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

Transcript

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0:00.0	How to nail your first impressions as a loan officers?
0:10.0	Hey gang, Carl White here.
0:11.5	You're listening to the Loan Officer Freedom podcast.
0:15.6	And hey, I'm going to hit you with a bit of a truth bomb here.
0:29.9	If you can't clearly explain what you do in 15 seconds or less, you're probably leaving deals on the table.
0:39.2	And I'm telling you, every day you're walking past opportunities, not because you're not good enough at your job, but because people just don't get what you do or they don't understand why they should work with you. And this is both
0:46.2	as your clients or your real estate agents or your other referral partners. They need to know why
0:52.9	they would refer to you. So today I'm going
0:55.1	to show you a very simple framework to fix that, and it's where we're diving deep into, we're going to be
1:02.8	diving deep into this into this week's Mortgage Marketing Animals class. And, but I want to give you,
1:08.5	like, a little preempt or if I may say so a little teaser to it so but
1:14.4	this is going to be very useful so the problem is most loan officers blow it in like the first 15 seconds
1:20.0	when they meet somebody or they introduce themselves to a professional group like the real estate
1:26.5	association or the chamber of Commerce meeting.
1:29.0	And where they blow it is typically what I've seen is they either ramble with a laundry lit.
1:35.9	And they call this like the elevator speech, right?
1:38.2	Now, we both know that we're not actually, you know, in an elevator likely.
1:43.3	It's more like, you know, you're at a real estate association event or you're at a kid's
1:48.0	soccer game or you go to, you pop in on an open house or a network breakfast or even a
1:54.9	quick Zoom call.
1:56.4	And so the mistake that a lot of people make is they ramble with a laundry list of features, you know,
2:02.3	like, well, I do FHA, well, I do VA, I do conventional, I do jumbo, I do refis, I do purchase,
	...

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