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Next Level Loan Officers

Author: Next Level Loan Officers

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Next Level Loan Officers brings you in-depth conversations with the top mortgage team leaders, executives and branch managers in the country. We also feature mastermind sessions with influential coaches, consultants, experts and speakers. All so you can build the right team, systems and technology to scale your mortgage team to a hundred million without losing your YOU. The Next Level Loan Officers Podcast is a proud founding member of the REAL Disrupt Podcast Collaborative.
106 Episodes
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On this episode, Mike Cuevas The Real Estate Marketing Dude  joins Sean to talk about playing big by creating a consistent brand. Mike also discusses how MLOs need to understand the difference between branding and marketing along with how to leverage it to beat the bigger players in your market. 2:00 Intro to Mike4:00 Bad marketing is better than no marketing8:30 How do you brand to be relevant15:45 Attacking fintech19:40 Be thought of firstQuotes:“It is all about branding to show your differentiation in your local market.” “People don’t care what you charge, they just care that the cost was justified.”“Nobody is going to your website to review homes, they are going to your website to review you.”“Video is a long-term game. You don’t know when your business is going to come, it is just going to come.”“You have to become the Rolls Royce of your market.”Key takeawaysIt is better and more effective to attract business, than chase it. Any type of marketing is better than NO marketing, but strive to do good marketing. Stop trying to compete against billion dollar companies. Video is the fastest way to get your face in front of people at scale. Understanding the difference between branding and marketing is key. Being consistent with your video helps you become more unforgettable than your competition. Being a generalist will not help your brand, but having a niche will. Links:Next Level Loan Officers - www.BecomeNL.comLoan Officer Events - loanofficerevents.comNext Level Coaching Call - https://nl.nextlevello.com/schedule-consultationebk1Ea8h Social Media:Facebook - https://www.facebook.com/NextLevelLoanOfficers/YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQLinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/Text the word: nextlevel to 36260 to download our appThe Next Level Loan Officers Podcast is a proud founding member of the REAL Disrupt Podcast Collaborative. You can check our more awesome podcasts at REALDisrupt.com
On this episode Jason Frazier joins Sean Zalmanoff to discuss how playing small can equal big results. Frazier also talks about value over price and why MLOs should stop selling the mortgage and start selling the dream. 3:30 Playing in the micro10:00 2 dollar a day strategy21:00 Complexity is the enemy of executionQuotes:“You are not going to win in the macro, but you can win in the micro.”“If price over value becomes the narrative in our industry, then we will lose.”“If you are a one loan loan officer, then you will be a one loan loan officer.”“Stop selling the mortgage and start selling the dream.”Key takeawaysIf you are not leading on value then you have no choice but to lead on price. Tech will not replace MLOs, but MLOs who use tech will replace those who don’t. Consumers don’t care about mortgage, they only care about the house. Most marketing is about interrupting patterns, so your content has to grab attention. Links:Next Level Loan Officers - https://nl.nextlevello.com/top-producer-huddleLoan Officer Events - loanofficerevents.comSocial Media:Facebook - https://www.facebook.com/NextLevelLoanOfficers/YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQLinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/Text the word: nextlevel to 36260 to download our appThe Next Level Loan Officers Podcast is a proud founding member of the REAL Disrupt Podcast Collaborative. You can check our more awesome podcasts at REALDisrupt.com
On this episode Shane Kidwell and Sean Zalmanoff talk about the stories originators tell themselves and how it shapes their business. The guys also discuss the journey through a scarcity or abundance mindset and how that decision is entirely up to you. 2:25 Focus on the mindset9:00The story you tell yourself the most15:00 Scarcity and abundanceQuotes:“Things that you want are things that you do and if you really wanted it, you would do it.”“The story you tell yourself the most is the story you believe the most.”“If you are not becoming the person you want in business and in life, you can change that.”“What if the story became that you are the least important member of your team?’Key takeawaysDecisions and choice are entirely up to you and nobody else. You shape your mindset with your decisions but don’t kid yourself on why the decision you did. The story you tell yourself is the story you become. If you don’t live in scarcity, your life will be full of abundance and prosperity. Links:Mortgage Success Academy -onedollarmsa.comNext Level Loan Officers - https://www.nllodigital.com/mortgage-success-offerLoan Officer Events - loanofficerevents.comSocial Media:Facebook - https://www.facebook.com/NextLevelLoanOfficers/YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQLinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/Text the word: nextlevel to 36260 to download our appThe Next Level Loan Officers Podcast is a proud founding member of the REAL Disrupt Podcast Collaborative. You can check our more awesome podcasts at REALDisrupt.com
On this episode Francie Martinez joins Kellen and Shane to talk about her transition from Real Estate to Lending. Francie also discusses the best practices and tactics to attract agents and build long-lasting relationships. 4:15 Intro to Francie8:30 Agent to lender transition15:35 Best advice to attract new referral relationships27:00 What would you tell your younger selfQuotes:“Good times and bad, there will always be Real Estate sold.”“If you are serious about building a business, then you will do what needs to be done.”“A lot of the value is in assurance and ease of process.”“Get really clear with who you want to work with.”“It is ok to ask for business.”Key takeawaysWhen times are tough you HAVE to be good at what you do. Don’t let your ego stop you from having success. Willing to do the mechanical tasks in the beginning builds the path for you to focus on the important tasks later. Agents and lenders timelines often do not match up so you need to understand your partners and what they do. Getting a rescue deal is sometimes your only shot at getting to show your value. Getting an agents attention is easier if you are putting well educated borrowers in the market. Getting to new agents is a great source is because they are hungry and you can build loyalty. Links:Mortgage Success Academy -onedollarmsa.comNext Level Loan Officers - https://www.nllodigital.com/mortgage-success-offerLoan Officer Events - loanofficerevents.comSocial Media:Facebook - https://www.facebook.com/NextLevelLoanOfficers/YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQLinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/Text the word: nextlevel to 36260 to download our appThe Next Level Loan Officers Podcast is a proud founding member of the REAL Disrupt Podcast Collaborative. You can check our more awesome podcasts at REALDisrupt.com
On this episode Matt DeLuzio joins Kellen Vaughn to discuss the current threats to Loan Officers in 2021. Matt also discusses how he competes against builders, why knowledge is power, the importance of being an advisor, and how he keeps his referral partners happy. 2:19 Intro to Matt4:15 What are the threats6:45 Competing against builders17:50 Staying in front of your referral partners22:00 Rate and market quick takeQuotes:“Inventory is low and probably will be for a long time.”“How do you become an advisor? You have to have more information.”“If we are serving people well, we will continually be referred.”“Order takers are not going to advise and they are not going to do the math.”“I can always sleep at night when I know that I am advising my clients well.”Key takeawaysIt is very difficult at times to compete with builders due to incentives. If you are going to show your value as a loan officer, you have to be an advisor. You can win deals by asking questions that other Loan Officers aren’t. Play the long-game with your business and you will build better long-term referral relationships.Building trust will sustain your business over time.Links:Mortgage Success Academy -onedollarmsa.comNext Level Loan Officers - https://www.nllodigital.com/mortgage-success-offerLoan Officer Events - loanofficerevents.comSocial Media:Facebook - https://www.facebook.com/NextLevelLoanOfficers/YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQLinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/Text the word: nextlevel to 36260 to download our appThe Next Level Loan Officers Podcast is a proud founding member of the REAL Disrupt Podcast Collaborative. You can check our more awesome podcasts at REALDisrupt.com
On this episode Ashley Courville joins Sean Zalmanoff to discuss how she balances being full-time mom and a high producing branch manager. Ashley also talks about her mission with building a team of women, how they help her give a great client experience, and how she focuses on being present with her children. 3:00 - Intro Ashley7:30 - 2020 Lookback12:05 - Mantra with kids17:30 - Having a team23:10 - Talking to your younger selfQuotes:“It is important to me to be a full-time, present mom.”“Our hope is to give our children a better life than we had.”“I don’t want to be the best, instead I want the best around me and that is what my team has done for me.”“I want to be able to walk way from my business and it not impact my client experience.”“The number one reason I created my team is to give other working women a place to grow and make money.”Key takeawaysYou have to manage your time as efficiently as you can. Having a mantra not only helps you but it also helps those around you. Doing a high amount of volume will always come with a sacrifice and having a team helps with that. Having a strong team allows you to give a consistent client experience no matter who is at the office.Surround yourself with people who help you succeed and build an environment you will be proud of. Links:Mortgage Success Academy -onedollarmsa.comNext Level Loan Officers - https://www.nllodigital.com/mortgage-success-offerLoan Officer Events - loanofficerevents.comSocial Media:Facebook - https://www.facebook.com/NextLevelLoanOfficers/YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQLinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/Text the word: nextlevel to 36260 to download our appThe Next Level Loan Officers Podcast is a proud founding member of the REAL Disrupt Podcast Collaborative. You can check our more awesome podcasts at REALDisrupt.com
On this episode Eric Braun joins Sean and Shane to discuss how the mortgage industry changed his life. Eric also talks about being married to the process, hiring the right people, putting on events you control, and having a non-negotiable mentality to execute. 3:40 Intro to Eric7:30 Keys to Eric’s success13:05 The process16:30 Finding the right fit20:15 Brew-RE EventsQuotes:“The mortgage industry has changed my life and I am forever indebted to it.”“People don’t want to give their life savings to someone who is unauthentic.”“When you focus on everyone else, you divorce yourself from the result and marry yourself to the process.”“When you add people to your team, they have to have complete buy-in.”“No matter what is in front of me, I have get results.”Key takeawaysThe problem in our industry is everyone defaults back to what we have always done. You have to have a value proposition that is a true differentiator. Consistency with putting out content is a long-game tactic but will pay off in the end. Write down your mission and then build content that puts out that message. When building your team, find someone who devotes theirselves to mastery. Having the mentality of “I execute” is paramount when running a business. Links:Mortgage Success Academy -onedollarmsa.comNext Level Loan Officers - https://www.nllodigital.com/mortgage-success-offerLoan Officer Events - loanofficerevents.comSocial Media:Facebook - https://www.facebook.com/NextLevelLoanOfficers/YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQLinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/Text the word: nextlevel to 36260 to download our appThe Next Level Loan Officers Podcast is a proud founding member of the REAL Disrupt Podcast Collaborative. You can check our more awesome podcasts at REALDisrupt.com
On this episode Jeff Lagoni joins Kellen and Sean to talk about makeup of Jeff’s team and how it changed the course of his business. Jeff also discusses about how trusting your team allows you to love what you do even more. 4:35 Background on Jeff8:25 Team makeup11:50 Jeff’s role in the team16:46 Empowering your teamQuotes:“Back in the day, I felt like I was on house arrest.”“My clients are now my team.”“Clarity is power.”“If they can do 80% as good as you do, it’s ok.”Key takeawaysHaving a team allows you to be flexible. Teams work best as a collaboration as opposed to a boss/employee.Having a strong team will enable you to focus on relationships. You have to give your team permission to fail. Your team will be better than you if you know how to hire right. If you’re not making mistakes, then you’re not trying.Links:Mortgage Success Academy -onedollarmsa.comNext Level Loan Officers - https://www.nllodigital.com/mortgage-success-offerLoan Officer Events - loanofficerevents.comSocial Media:Facebook - https://www.facebook.com/NextLevelLoanOfficers/YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQLinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/Text the word: nextlevel to 36260 to download our appThe Next Level Loan Officers Podcast is a proud founding member of the REAL Disrupt Podcast Collaborative. You can check our more awesome podcasts at REALDisrupt.com
On this episode, John Israel of Mr. Thank You joins Kellen, Shane, and KT to talk about the power of showing appreciation. John talks about how being deliberate with showing appreciation can help you build a strong business. John also discusses how the intent behind being grateful can not only change your mindset but make you relevant long-term to your network. 2:50 Intro to John5:50 Mr. Thank You Project11:15 VOW Framework17:05 Loyalty and retention25:00 Becoming more human28:20 Changing your attitude Quotes:“What you appreciate, appreciates you back.”“Nobody starts a relationship hopping it is going to end.”“If you put out scarcity, you will get scarcity back.”“The VOW framework is what I think about before I write a letter to somebody.”“It is important that you are relevant to the relationships you have and not do the transaction.”“How do you become somebody, your clients don’t want to live without.”Key takeawaysThe experience you give your clients and partners has to match up with what you are putting out in the world. How much more business could you get if you put focus on appreciation as opposed the deals you lost. Lack of appreciation are the reasons most partnerships and relationships fall apart. When you have conversations with intent you become relevant to your audience. Thank you card are unexpected and thus will stand out. You become more competitive when you become more human.Links:Mortgage Success Academy -onedollarmsa.comNext Level Loan Officers - https://www.nllodigital.com/mortgage-success-offerLoan Officer Events - loanofficerevents.comSocial Media:Facebook - https://www.facebook.com/NextLevelLoanOfficers/YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQLinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/Text the word: nextlevel to 36260 to download our appThe Next Level Loan Officers Podcast is a proud founding member of the REAL Disrupt Podcast Collaborative. You can check our more awesome podcasts at REALDisrupt.com
On this episode Kellen, Shane, and Sean talk about Power Conversations. The guys discuss the importance of setting expectations of both your referral partners and your clients. 3:00 What are power conversations?12:25 Resetting the mindset14:33 The intake processQuotes“It is really hard to be good, fast, AND cheap!”“If you say yes to everything, you are saying no to something.”“The second you value yourself more than the transaction, your whole world changes.”“I am looking for the blindspots. It is the things you don’t know, you don’t know.”Key takeawaysPower conversations are about setting expectations early and oftenIt is about your system and not their system.You have set your boundaries with your referral partners otherwise you will get trampled on. You will close more deals by aligning with the right people in your business. When you dictate the process you are in the best position to control your success. Links:Mortgage Success Academy -onedollarmsa.comNext Level Loan Officers - https://www.nllodigital.com/mortgage-success-offerLoan Officer Events - loanofficerevents.comSocial Media:Facebook - https://www.facebook.com/NextLevelLoanOfficers/YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQLinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/Text the word: nextlevel to 36260 to download our appThe Next Level Loan Officers Podcast is a proud founding member of the REAL Disrupt Podcast Collaborative. You can check our more awesome podcasts at REALDisrupt.com
On this tactical episode, Shane, Sean Z, KT, and Kellen talk about their strategies for creating successful referral relationships. Hear how the Next Level Coaches have created a strong UVP in their respective markets. 3:00 Finding referral partners6:15 Finding your UVP11:30 Marketing company first15:00 Top Producer HuddleQuotes“If you care about referral relationships, you have to stay in front of your agents.”“Newsflash: You have to have a unique value proposition.”“Create real reasons to follow up with your agents.”“Everything you do is marketing. Don’t think about yourself as a lender.”Key takeawayDon’t ride the refi boom to a long-term bust.Don’t assume your agents will remember you if you have them on autopilot. What you are you doing in your market to provide ultimate value to your referral partners. You have to look at your referral relationships as an investmentLook at tools like homebotHelp your agents with Marketing. Period. 
On this episode, Kenneth Travis talks about lessons we learned from 2020 and how to apply them to 2021. KT also talks about what will make a great loan officer in 2021. 2:05 2020 Market volatility 3:30 2021 opportunities - Keep it simple7:00 The traits9:15 Be honest14:50 Be personable 18:45 Be reliable 21:40 Be positive25:20 Be adaptive29:00 Be competitive in all things you doQuotes:“For 2021, our biggest opportunity is to do it better.”“Your training should never stop. Keep sharpening your axe.”“Loan officers like to hide from delivering bad news.”“Clients would rather have some level of communication, than none at all.”“We are very blessed to do what we do inside the mortgage world."Key Takeaways:Build on all the great business you did in 2020 and invest on becoming more efficient. Simplify your business and more importantly your jargon.Using your tools effectively matters more than the tools you use. The longer you wait to deliver bad news the quicker your credibility erodes. Treat your customers like human and not a number.  If you want to remain relevant you will have to adapt to the new world and new tech.Links:Mortgage Success Academy -onedollarmsa.comNext Level Loan Officers - https://www.nllodigital.com/mortgage-success-offerLoan Officer Events - loanofficerevents.comSocial Media:Facebook - https://www.facebook.com/NextLevelLoanOfficers/YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQLinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/Text the word: nextlevel to 36260 to download our appThe Next Level Loan Officers Podcast is a proud fou
On this episode Michael Cox of the Mortgage Nerds joins Sean Zalmanoff to talk about marketing, relationships, building a strong brand, and having an abundance mindset.  Mike also talks about how MLOs should have a marketing first, mortgage seconds philosophy when building their business. 1:45 Intro to Mike4:00 Making that decision to move6:30 The mortgage nerd philosophy7:40 Building a team10:50 Dealing with challenges12:50 The strength of a relationships14:00 The mortgage nerds brand19:10 Diversify your marketing21:00 Putting marketing firstQuotes:“I’m a firm believer in creating strong strategic relationships.”“Not everyone should be a broker owner.”“If you miss a loan closing that hurts your brand.”“You want to work for a company that allows you to create your own brand.”“Your a marketing company first, but happen to do mortgages.”Key Takeaways:If you decide to move to a new company make sure to do it for the right reasons.You don’t know what you don’t know. You need to constantly be learning. Having a community of loan officers is a great support system. Once you build a brand, make sure you protect it. Having a strong brand enables you to have more freedom with your business. Don’t worry about giving away your secrets, because most MLOs won’t do it anyway. Links:Mortgage Success Academy -onedollarmsa.comNext Level Loan Officers - https://www.nllodigital.com/mortgage-success-offerLoan Officer Events - loanofficerevents.comSocial Media:Facebook - https://www.facebook.com/NextLevelLoanOfficers/YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQLinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/Text the word: nextlevel to 36260 to download our appThe Next Level Loan Officers Podcast is a proud founding member of the REAL Disrupt Podcast Collaborative. You can check our more awesome podcasts at REALDisrupt.com
On this episode 14yr Mortgage Veteran Shah Tehrany, President of Madison Mortgage, joins Sean to talk about how he is scaling his business for growth. Shah goes into his team structure that is currently closing 50 million and 100 units and is building to hit 500 units a month. 1:30 Intro to Shah4:25 How do you scale?8:10 What drove Shah’s growth12:20 Find the right lending partner16:40 Team structure20:30 Building for growth from Day 1Quotes:“You have to ask yourself if you really want to scale your business?”“Once you get to 200, 300 units it isn’t challenging to get to 1000. At that point it is all about people.”“Focus on growing your team intelligently.”“The business and industry is evolving, so speed is an important variable.”Key Takeaways:It is hard to scale your business if you are doing all the work with origination. You have to be there for your people when you decide to build a team. Your lifestyle and what is best for you will dictate to what level to scale your business. In a wholesale it is about finding true partners. Those that are nimble will be the ones that do well in the next decade. Having SOPs in place is non negotiable. Links:Mortgage Success Academy -onedollarmsa.comNext Level Loan Officers - https://www.nllodigital.com/mortgage-success-offerLoan Officer Events - loanofficerevents.comSocial Media:Facebook - https://www.facebook.com/NextLevelLoanOfficers/YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQLinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/Text the word: nextlevel to 36260 to download our appThe Next Level Loan Officers Podcast is a proud founding member of the REAL Disrupt Podcast Collaborative. You can check our more awesome podcasts at REALDisrupt.com
Why Your Passion is Key to Building a Scalable Business w/Jennifer BeestonOn this episode of the Next Level Loan Officers Podcast, Top 1% originator Jennifer Beeston, joins Sean to talk about how she has built a scalable business. Jennifer talks about how she has gone from 70miilion to over 200 million in volume, how she uses YouTube to get to the consumer first, how she creates her content, and finding her passion. 1:25 Introduction to Jennifer3:45 Utilizing YouTube9:00 You just have to start10:30 Find a niche15:00 Consumer direct gives you freedom19:50 Scalable business is keyQuotes:“The money gets empty after you have been in the business for 13yrs and so you have to find a passion.”“You need to put your head down and put in the work.”“My content is based off of real world situations and what people are asking me all the time.”“If we can just be real and blunt about the process then that is all the content we need.”“Best thing for your business is to be passionate and true to yourself.”Key Takeaways:YouTube is a great way to reach consumers with an answer to their questions. Social Media marketing is a proactive way to reach the younger generation. Consistency with video is important. You don’t have to be agent dependent if you go directly to the consumer. Consumers just want to understand the process with no bullshit. Being consumer direct allows you to say goodbye to bad realtors. Links:Mortgage Success Academy -onedollarmsa.comNext Level Loan Officers - https://www.nllodigital.com/mortgage-success-offerLoan Officer Events - loanofficerevents.comSocial Media:Facebook - https://www.facebook.com/NextLevelLoanOfficers/YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQLinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/Text the word: nextlevel to 36260 to download our appThe Next Level Loan Officers Podcast is a proud founding member of the REAL Disrupt Podcast Collaborative. You can check our more awesome podcasts at REALDisrupt.com
On this episode KT and Sean talk about knowing your numbers as way to properly scale your business. KT and Sean also discuss how understanding your market is the key to picking the right niche for the long-game.1:30 Appreciate the gift of 20203:00 Living in the Chaos6:00 Knowing your numbers10:30 Jack of all trades, master of none15:00 Collateral damage19:00 Competing with FintechQuotes:“Would you pay someone $120 an hour for someone to pull credit?”“You are stunting your growth if you are not willing to invest in yourself.”“You are not as important as you think you are in your business.”“You can learn how to be an advisor so you don’t have to be all about price.”Key Takeaways:Not only should you know your numbers but you need to know YOUR number. Knowing your hourly rate allows you to know what you need to delegate. Pick the right niche and understand your market.Don’t overvalue your worth to the detriment of your business. Links:Mortgage Success Academy -onedollarmsa.comNext Level Loan Officers - https://www.nllodigital.com/mortgage-success-offerLoan Officer Events - loanofficerevents.comSocial Media:Facebook - https://www.facebook.com/NextLevelLoanOfficers/YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQLinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/Text the word: nextlevel to 36260 to download our appThe Next Level Loan Officers Podcast is a proud founding member of the REAL Disrupt Podcast Collaborative. You can check our more awesome podcasts at REALDisrupt.com
On this episode Skylar Welch joins Sean and KT to talk about her journey from LOA to owning her own mortgage brokerage. Skylar also discusses how fear can be a great driver, how being consistent with communications and a focus on the follow up will help you build a successful origination business. 2:15 Introduction to Skylar7:00 Moving from LOA to LO10:00 Not letting fear hold you back13:05 Being consistent and following up17:15 Building and controlling your own brand21:30 Don’t be afraid to have hard conversationsQuotes:“When you start you need to let everyone know in your network what you do.”“I introduced myself to every agents in the state of Maine.”“Half of my business this year is from past client referrals.”“This job is not easy if you are not self motivatedand don’t have drive.”“Being consistent pays off and will always pay off.”Key Takeaways:Don’t be shy to tell your personal network what you do as a loan officer.Go after newer agents and help them grow their business so you can grow together. Being scared to grow helps light a fire under you.You aren’t going to build a pipeline by waiting for the phone to ring. All the money is in the follow up.Don’t be chicken little. Be a problem solver. Links:Mortgage Success Academy -onedollarmsa.comNext Level Loan Officers - https://www.nllodigital.com/mortgage-success-offerLoan Officer Events - loanofficerevents.comSocial Media:Facebook - https://www.facebook.com/NextLevelLoanOfficers/YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQLinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/Text the word: nextlevel to 36260 to download our appThe Next Level Loan Officers Podcast is a proud founding member of the REAL Disrupt Podcast Collaborative. You can check our more awesome podcasts at REALDisrupt.com
On this episode, Todd Bitter joins KT and Sean to talk about his methodology as a solo Loan Officer who has closed 270 units for 85million year-to-date. Todd explains how having a laser focused origination niche of purchase, above 680, conventional loans allows him to do what he does. 5:30 Intro to Todd7:00 What does closing 270 look like11:05 Having a laser focused niche 20:50 Work hard now so I can relax laterQuotes:To be a one man operation you have to time block. Find out what you are the best at and focus on that. I am going to break a 100 million this year as a one man band and I didn’t think this was going to be possible. Quit measuring yourself against others and do what makes you happy. Key Takeaways:It is ok to say no to loans that you don’t want to do. Being organized and managing your time allows you to not have to work and have flexibility. Having a laser focused niche that you don’t deviate from allows you to be super efficient. Don’t copy a model, build a model around what you like to do. Be proud of the business you do if you are making the money you want and you are happy. Links:Mortgage Success Academy -onedollarmsa.comNext Level Loan Officers - https://www.nllodigital.com/mortgage-success-offerLoan Officer Events - loanofficerevents.comSocial Media:Facebook - https://www.facebook.com/NextLevelLoanOfficers/YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQLinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/Text the word: nextlevel to 36260 to download our appThe Next Level Loan Officers Podcast is a proud founding member of the REAL Disrupt Podcast Collaborative. You can check our more awesome podcasts at REALDisrupt.com
On this episode Matt DeLuzio joins Kenneth Travis to talk about understanding how to create a successful business by having a continuous improvement mentality, hiring the right people to make the best use of your time, and setting the right expectations with everyone you deal with. 5:00 Challenges for MLOs right now9:30 You don’t have to be the jack of all trades13:00 Hiring for the right reasons21:35 Advice for MLOs that are trying to grow28:40 The importance of setting expectations Quotes: Who you know will get you there and what you know will keep you there.  You can’t be constantly working in the business but never on your business.  We are in this business to continue to learn and succeed.  In order to keep generating business you can’t spend your time chasing conditions.  Key Takeaways: There is always something for Loan Officers to learn to make them better.  You have to have the mentality to invest in yourself.  If you can’t step away from your business then you don’t have a business, you have a job.  You need to step back and figure out what is the first hire to make you the most effective. The people you hire have to be additive to where you are able to generate more business.  Sometimes you have to be willing to lose something to gain more.   Links:Mortgage Success Academy - onedollarmsa.comNext Level Loan Officers - https://www.nllodigital.com/mortgage-success-offerLoan Officer Events - loanofficerevents.com Social Media:Facebook - https://www.facebook.com/NextLevelLoanOfficers/YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQLinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/  Text the word: nextlevel to 36260 to download our app The Next Level Loan Officers Podcast is a proud founding member of the REAL Disrupt Podcast Collaborative. You can check our more awesome podcasts at REALDisrupt.com
On this episode Wes Wyrick joins Kenneth Travis to talk about how he has achieved success by letting go, trusting his team, and creating a routine that allows him to own his day. 1:30 CMA4:30 Routine is key8:40 What his team looks like10:35 Sacrifice of a solo show14:15 What is the difference today19:25 Spending time with your familyQuotes“I program myself to own the day, each day.”“We look at every transaction as having two customers. Our borrowers and Realtors.“When you run a solo show you will sacrifice time with others.”“I measure value by dollars, but also by time, connections with kids, and memories made.”“I had a manager, but I did not have a leader.”Key Takeaways:Creating a routine can be key to set up a successful day.Having key players on your team allows you to always be there without having to actually be there. There is a max amount business you can do without sacrificing time in important areas of your life. There is nothing wrong about working less and making more money because you scaled your business. Following a manager as opposed to a leader can be a detriment to your business. Links:Mortgage Success Academy -onedollarmsa.comNext Level Loan Officers - https://www.nllodigital.com/mortgage-success-offerLoan Officer Events - loanofficerevents.comSocial Media:Facebook - https://www.facebook.com/NextLevelLoanOfficers/YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQLinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/Text the word: nextlevel to 36260 to download our appThe Next Level Loan Officers Podcast is a proud founding member of the REAL Disrupt Podcast Collaborative. You can check our more awesome podcasts at REALDisrupt.com
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