The Daily Success Plan: A Loan Officer's Return to Production

Loan Officer Freedom

Carl White

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

5 • 743 Ratings

🗓️ 10 June 2024

⏱️ 34 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 sits down with Richard Smith, a seasoned loan officer who has recently jumped back into personal production after years as a branch manager.

Richard discusses his strategy of reaching out to new referral partners, utilizing a qualified agent list, and hiring a virtual assistant to schedule appointments with real estate agents.

Through consistent follow-ups and building new relationships, Richard has seen a significant increase in referrals and pre-approved clients.

The conversation highlights the importance of desire, consistency, and effective mortgage marketing strategies in the success of loan officers.

Don't miss out on Richard's journey back to personal production and the strategies that are already yielding results.

Tune in now and discover how you can elevate your loan officer game with proven tactics and a burning desire for success.

Find out more about qualified agent lists at QualifiedAgentList.com and explore virtual assistant solutions at RemoteAssistantScout.com.

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

Transcript

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0:00.0	So has it feel to be a case study?
0:13.8	That's awesome.
0:15.8	I've never been a case study before.
0:18.5	Well, now your wife told me that you've been a case study for quite some time.
0:22.6	Okay, I believe that. Hey, is this microphone okay? I've got different microphones. My microphone, okay?
0:29.4	Yeah, it sounds real good. All right, cool. So I'm talking to Richard Smith. And so, so how long you, how long you've been a loan officer?
0:42.5	Like all told, like, when did you start?
0:45.3	How long ago was that?
0:46.2	So I started about 20-ish years ago.
0:50.9	Okay.
0:51.6	So.
0:52.2	And then you were a, so, like a, you were the producer. Yep. So. And then you were a sole, like a, you were the, you were the producer. Yep.
0:58.0	How long did you do that for before you became a branch manager? Like, how long did you do that
1:01.8	before you became a branch manager of at least one other loan officer that was closing more than just
1:07.4	one loan every six months? Like, when did you go? I would say, gosh, 10 years I produced on my own, then became a branch manager.
1:20.6	Which did you prefer?
1:23.6	Like which, which, which did, which did, which did, which did, and maybe be preferred one at one point that in the book yeah
1:31.0	sometimes look at this as chapters you know we go through these different chapters right
1:34.9	which which did did did you prefer one over the other it's an interesting question because
1:40.0	looking back over over 20 years of doing both the where I'm at now I prefer being a loan officer
1:52.6	yeah yeah I've always thought you know there's really two ways you know to make a bunch of
1:58.8	money in the mortgage business one is to be a loan officer and one is to be a branch manager.
	...

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