Using the 40 Focus Tracker
Loan Officer Freedom
Carl White
4.9 • 753 Ratings
🗓️ 21 March 2022
⏱️ 29 minutes
🧾️ Download transcript
Summary
Welcome back to another episode of Loan Officer Freedom, the #1 podcast nationwide for loan officers. Today, I’m joined once again by my dear friend and top coaching strategist, Kristin Simpson.
We have a lot of proven strategies that we love to share with our members, and it has helped them grow their business to heights they’ve never imagined.
Kristin is sharing a fantastic way to streamline and organize the tracking of communication with qualified agents. In our coaching program resource library, we have a genius way to track communication and outcomes, which we have named the Focus 40 Tracker. It’s what every loan officer needs to be doing in their mortgage business to bring in consistent and ongoing referrals.
On this episode, we chat about where and how to get a qualified agent list, how many you should be calling, what to say on the phone, and your next steps in the process.
Kristin even tells us why we need to “FROG” people…hmmm, that sounds interesting.
Tune in to hear more about it…
Ready to get the scripts and more? Schedule a call today to get access.
Transcript
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| 0:00.0 | Hello, everybody. My name is Carl White, and you are listening to the Loan Officer Freedom, number one podcast in the world today for loan officers. And I'm broadcasting today's episode here in the communications room and the secret headquarters of the mortgage marketing animals |
| 0:22.2 | slash freedom club. And I'm speaking with one of my dear friends, one of my partners at the office, |
| 0:28.4 | Ms. Kristen Simpson coming out of Pennsylvania. How are you doing, Kristen? I'm doing really well, |
| 0:34.3 | Carl. How are you? You are doing really well. So what you, so you're listening to |
| 0:40.4 | the right episode. If you want to hear about follow up. And Kristen came up with this great idea. |
| 0:47.0 | We were just talking about something. She said, you know, Carl, we had to do an episode on the, |
| 0:51.6 | what we call the Focus 40 tracker and follow up and I thought man that is a great idea |
| 0:58.1 | so that's what we're doing here christen just real quick and some people might have heard you |
| 1:01.9 | i think you were on last week if i remember right uh so this is this is uh we'll call this part |
| 1:07.4 | two even though part one and part two is completely separate what you tell everybody everybody, what, what you do over here at the Animal Nation real quick? |
| 1:14.5 | And then we'll get into the topic. |
| 1:17.6 | I do strategy calls. I talk to loan officers all day about where they are in their business |
| 1:23.4 | and what we can do to get them to that next step. What are some scripts and strategies that we can put into place? |
| 1:29.7 | Like, you know, often when somebody calls, it's just because they're looking for a plan. |
| 1:36.4 | And if somebody else is doing something and doing it really well, like Carl, in their business, |
| 1:41.5 | in their own business, in their own branch, well, let's not invent the wheel. Let's just find out what they're doing and replicate it in our own business. What does that look like? Man, that's well said. And it's not like we have a shortcoming of successful people to find out what they're doing and then share that with all the that's all we do is is you know |
| 2:01.8 | we find loan officers across the nation that are just knocked out of the park uh we look at what are |
| 2:07.6 | they doing and we go okay they're doing that we make sure that it's duplicatable make sure other |
| 2:12.3 | people can do it and then we share it with the world so a pretty cool cool thing. So Focus 40 tracker and follow-up. |
| 2:20.0 | Kristen, where do we go from here? What, where do we lead off on this topic? |
| 2:24.3 | Well, you know, when we have our list of 34 Thor's Hammer, real estate agents that we're |
| 2:29.4 | reaching out to, we've got 12 weeks that we're going to call if we have to to get that coffee appointment |
... |
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