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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.
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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
On this episode, Scott Schang, partner of BuyWise Mortgage and founder of FindMyWayHome.com joins Sean Zalmanoff to discuss the power of hyperlocal content. Scott will talk about how most of your competition will not put in the time to put out hyperlocal content and that is how you can win local business and referral partners. 1:55 Having a Consumer Direct Focus4:45 Bring laser focused8:30 Evolution of content16:50 Tools that create a great experience27:15 Tightening your netQuotes“I have never considered myself as a sales person, I am an educator.”“When you are doing consumer direct, you aren’t generating leads, you’re generating referrals.”“Content marketing is an absolute goldmine.”“The single best place to start to create content is by looking in your sent folder.”“When you go hyperlocal, you are talking about your community, instead of talking mortgages.”Key TakeawayHow to grow a blog that gets over 10,000 hits per monthConsumers sometimes want to read content that solves their problems. If you want the results you need to commit to doing the work. Most of your competition will not put in the time to put out hyperlocal content. Stop being selfish with your experience and expertise and share with the world. Don’t go for the money grab at the expense of your relationships. Don’t spend money on tools unless you have a plan to use them.Links:Mortgage Success Academy -onedollarmsa.comNext Level Loan Officers - https://www.nllodigital.com/mortgage-success-offerLoan Officer Events - loanofficerevents.comScott Schang - FindMyWayHome.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/Scott Schang Facebook - https://www.facebook.com/FMWHome 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, Kenneth, Sean, and Alan recap their biggest takeaways from the Top Producers Huddle Mastermind in Nashville. Key takeaways include looking to the future, knowing your why, scaling, turning down business, and understanding what you sacrifice. 1:25 The TPH Mastermind3:20 Takeaways4:00 Knowing your why5:50 Having a system and process7:10 Scaling11:15 Turning down business14:35 Being known18:45 Looking to the future20:00 Know what you have to sacrificeQuotes:“We work so hard to become happy that sometimes we become miserable.”“Sometimes you have to turn business away.”“Make hay when you can, but it is easy to get sidetracked.”“Time is the number one commodity that we get in life.”“We all have to have a level of contentment with the level of business that you can manage.”Key TakeawaysThe importance of knowing your why so you can work to be happy. Easiest way to deal with capacity is having the right processes and systems in place. Scaling your business right now is an absolute necessity. Growing your business will mean that sometimes you need to turn business away.What can you do better to improve in the next 10 years. Know what you have to give up to get where you want to go. Is it worth it?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 Broker Owner of LA Lending, Chasity Graff, joins KT and Sean to talk about how she is building the perfect loan process for her business. Chasity discusses the importance of finding your business family, training your team, developing system/processes, using social media as a business tool, and how coaching can take you where you want to go. 1:30 Introduction to Chasity3:00 What is working now6:00 Important changes8:40 You have to train your people11:00 Investing in coaching14:00 Buying back your time15:45 Successful social media marketing Quotes:“I feel like what I am setting up for my business right now is gold.” “I am in the process of building out the perfect loan process with the right people.”“You get annoyed when those you hire don’t do it your way, but how do they know what your way is if you don’t train them?”“Why reinvent the wheel when you can hire coaches who have done it before you.’“I have always used Facebook as a business tool as opposed to a social tool.”“Other business models are not my enemy. My enemy starts with a Q.”Takeaways:Models do not matter as much as execution. Your company doesn’t have to pay for the tools needed to increase your business. Having effective communication can lift or sink your team.  You need to give the tools and scripts so they don’t have to think. You need to have a process for training the people that you bring on. Write down all your tasks and delegate those that you do not want to do. Do not overlook the critical nature of developing proper systems and processes. 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/Jamie Facebook - https://www.facebook.com/lalending 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 Jamie Cavanaugh joins Sean and KT to talk about how Loan Officers cannot let the refi boom make them lose their focus on business building activities. Jamie talks about the importance of having a process so that sales activities are the only thing loan officers are doing every day. 2:25 - Who is Jamie Cavanaugh 8:00 - How should MLOs look at the current market15:20 - Give value without an ask18:50 - The importance of having a process23:00 - Letting your business skyrocket Quotes“We are working in a very reactive environment right now.'“If you want to survive in this business you have to focus on the long game.”“The best thing you can do right now is to give value without an ask.”“Sales activities are the highest and best use of a Loan Officers time.”“The $400 an hour sales activities need to be left to the sales folks and let the ops folks do their thing.”TakeawaysMLOs cannot lose focus on business building activities. Refis are good business, but focusing on your long-term purchase business is keyIf you let your marketing suffer you are letting your business suffer. Great opportunity to grab marketshare as other MLOs lose focus. Giving value to your agent network without asking for anything in return is an easy way to win relationships and business. Understand the difference between sales activities and ops activities. 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/Jamie Facebook - https://www.facebook.com/jamie.king.142Text 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 interviews Next Level founder and coach, Kenneth Travis. KT is a 17yr mortgage veteran and Marine Corps Veteran who had a drive and passion to succeed going all the way back to high school. KT talks about how he built his business, the importance of focusing on creating a team environment, and how now is the best time to create new Realtor relationships. 02:25 KT introduction06:15 Building Trademark Mortgage09:00 What drives you14:20 The Next Level difference21:15 What Loan Officers should be focused on Quotes:“Right out of the Marine Corps I had a passion and a drive to be successful”“Fake it until you make just does not work for who I am.”“If we all look back in our lives there is a moment that defines who we are or who we are gong to be.”“We are known for giving more in value than what we take in payment.”“It is the men and women that are in our coaching group is what makes our community valuable.”“You need to love on your people.”“Now is a great time to create new referral relationships because other loan officers are focused on refis.”Key Takeaways:Making money is about having freedom to expand in other areas of your life. Being in the trenches allows you to see market changes as they happen and allows you to help MLOs from that experience. Training a team allows you to work ON your business as opposed to IN your business. Make sure you select the coaching program that is focused on your success and not theirs.Being in a community of like minded mortgage professionals can make all the difference. You need to make sure you love on your team and make sure they feel appreciated. With all the volume happening now make sure you do not forget about your referral partners.Links:Mortgage Success Academy -onedollarmsa.com Next 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 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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