Setting Up Automatic Opportunities
Loan Officer Freedom
Carl White
4.9 • 753 Ratings
🗓️ 7 February 2022
⏱️ 25 minutes
🧾️ Download transcript
Summary
Tune in to this episode of Loan Officer Freedom, the top podcast for loan officers nationwide. Today, I’m joined by Kevin Broughton, as we casually chat about two ninja tools that we use in our mortgage business and feel you could benefit from in yours as well.
When I come across something cool or a new strategy that is working for our industry, it’s my goal to be able to share these things with you on this podcast.
Kevin and I talk about a program called Sales Boomerang, where there are a couple tools within that can not only trigger alerts for when a former client has their credit pulled for anything mortgage related, but also a feature that allows you to be notified of opportunities from clients who you can circle back around with for a continued relationship.
You’ll be ready to put these smart gadgets into action after you hear just how advantageous this can be to set yourself up for when you need to be ready to use this built-up database of those who know, like, and trust you.
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Transcript
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| 0:00.0 | Hey, everybody. This is Carl White, broadcasting from the secret headquarters here at the Mortgage Marketing Animals slash Freedom Club. |
| 0:11.4 | And you are listening to Loan Officer Freedom, number one podcast in the world today for loan officers. |
| 0:16.5 | And all because you knew that one day I would have Mr. Kevin Broughton himself up in Plymouth, Michigan. |
| 0:24.7 | How are you? |
| 0:25.5 | I'm good, my friend. |
| 0:26.4 | How are you? |
| 0:27.2 | I'm doing good. |
| 0:28.1 | So today's topic is we thought we'd share a couple of little ninja tools that we use in my office, my mortgage branch. And so I'm a, I'm a branch manager. |
| 0:41.0 | I think everybody knows that. And Kevin is actually one of the three owners of the company. |
| 0:45.3 | And the purpose of doing today's episode is we were getting ready to do a training video for, |
| 0:52.8 | for some of our employees. |
| 0:54.6 | And Kevin started going up some good stuff. |
| 0:56.3 | I thought, man, we need to share this with everybody. |
| 0:58.9 | And so the purpose of this is listen to this one tool that we're going to be talking about, |
| 1:03.4 | which Kevin and I have no ownership in, no affiliate link or anything. |
| 1:06.8 | We're a paying customer. |
| 1:08.2 | But man, it is really, really an awesome thing. |
| 1:11.0 | So the idea is, listen to this, |
| 1:12.4 | and if you think it'd be good in your branch, you know, swipe it. |
| 1:15.4 | And by the way, if you have some good tools that you use, |
| 1:18.7 | I'd appreciate you to share them with us. |
| 1:20.1 | So maybe we could use them in our office. |
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