The Math Behind Hiring a Caller: One Role That Can Add 15 Closings a Month

Loan Officer Freedom

Carl White

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

5 • 743 Ratings

🗓️ 20 August 2025

⏱️ 26 minutes

🔗️ Recording | iTunes | RSS

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Summary

Episode 575

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White.

In this episode, Carl sits down with co-host Kristin Simpson to break down the real math behind hiring a dedicated caller. They share how one simple role can put you in front of hundreds of top-producing agents every year without you having to make a single cold call yourself.

You’ll hear why even just one appointment a day can add up to massive closings, how to find callers in the right places without overpaying, and the exact scripts and meeting structures that convert Zoom appointments into steady referrals.
If you’ve ever wondered whether bringing on a caller is worth the cost, this conversation shows how the numbers stack up in a way that can completely change your pipeline.

Want to see how many meetings you really need each month to hit your closing goals? Grab your free custom plan at DailySuccessPlan.com.

Transcript

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0:00.0	So do you know who Holly Walther is?
0:11.0	Who doesn't know that name?
0:12.1	She's a rock star.
0:13.6	She's absolutely amazing.
0:15.0	So for our listeners, a loan officer, used to live in Atlanta or the Atlanta area, and just recently, recently,
0:23.3	not too long ago, moved to the St. Augustine area. So really got it going on, has for years,
0:30.4	you know, just super nice person, a great marketer, great business person, so just a really good person to hang out with.
0:39.5	Anyway, we were on the horn. We were doing a Zoom meeting the other day, just kind of bouncing
0:43.7	ideas back and forth. And she just hired an individual that's going to be primarily doing her
0:52.7	calling. Like calling her, so let me clarify, she's going to be doing kind of like a business
0:59.9	development rep, you know, that they're going to be, she's going to be, one of the things she's
1:04.7	going to be doing is calling top producing real estate agents to set appointments with Holly.
1:12.8	And they're going to do it in two primary locations, still back in the Atlanta area,
1:17.2	because that's where she's from.
1:19.9	And then so in the St. Augustine area, she wants to build her business up up there,
1:23.3	up there.
1:24.1	And we were just bouncing some numbers back and forth.
1:26.2	And she was asking me,
1:35.0	hey, how profitable is it having a caller? So I got out my calculator and punched in some numbers.
1:42.5	This is remarkable. So you got your, you got your duct tape to duct tape. You got your duct tape your head on your shoulders here because this. I'm ready.
1:45.4	This mic could do some explosions here.
1:47.7	So it's unbelievable numbers.
	...

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