Your Secret Weapon: Leveraging Credit Unions for Steady Referrals

Loan Officer Freedom

Carl White

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

5 • 743 Ratings

🗓️ 16 April 2025

⏱️ 10 minutes

🔗️ Recording | iTunes | RSS

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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 shares valuable insights on how loan officers can tap into the often-overlooked resource of credit unions for referrals.

Inspired by a question from Glenn, a successful loan officer from Long Beach, California, Carl discusses the importance of building partnerships with credit union leaders and offers a strategic approach to help them protect their member relationships.

Discover how to position yourself as a trusted mortgage partner, the benefits of reaching out to credit unions, and actionable steps to create a steady stream of referrals that can feed your pipeline for years.

Don't miss this opportunity to learn how to do things differently and achieve more in your loan officer career!

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

Transcript

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0:00.0	Ahoi there.
0:08.3	Carl White here.
0:09.6	Welcome back to loan officer freedom, often imitated, but never duplicated.
0:16.5	The number one podcast for loan officers in America that want more of good and less of bad,
0:22.7	right? Who doesn't want that? So, hey, today I want to share with you something that came
0:27.4	from a text message that I got from one of my private clients, one of my alliance members,
0:35.7	a super cool guy out of Long Beach, California, Glenn
0:39.3	Salmow. And Glenn, very successful loan officer. And he asked me a great question. He shot me over
0:46.5	a quick text. Hey, Carl, I got a quick question for you. And I'm going to share this with you
0:53.0	because I think this can really unlock a big opportunity for you
0:56.5	and you'll be glad that you listen to this episode today.
0:59.5	So, all right, here's what Glenn texted me.
1:02.2	So he said, and I'm going to read it verbatim here.
1:04.9	And I got Glenn, Glenn said, being the totally cool person, he said, absolutely you can share this.
1:09.9	So I am.
1:11.6	He said, hey, Carl, good morning. A member of my church is the CEO of a credit union here. And what's a good
1:21.6	approach for her? What type of business should I be looking for from a credit union? Like, in other words, hey, I've got
1:29.4	somebody, you know, goes to my church, I casually know them. They're the CEO of a local credit union.
1:35.9	You know, how can I help them and how can they help me? Right. Great question, right?
1:41.4	Glenn knows something. Oh, he knows a lot of things. But one of the things he knows
1:45.0	it's it's all about who you're hanging out with, right? That's a really, really, really big deal.
1:50.2	So here's what I told Glenn. I said, and again, I'm just going to read the text that I sent to him.
	...

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