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Loan Officer Prospecting: Why Your “Problem” Is Just a Symptom

Every now and then, I’ll ask a loan officer a simple question: “What’s your biggest problem right now?” Most of the time, the answer sounds like this: “I don’t have enough closings.” And I get it. That feels like the problem. But it’s not the problem. It’s the symptom. Why “Not Enough Closings” Isn’t the

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Loan Officer Scripting: Why Practice Leads to More Closings

Every Monday, Meg and Jennifer run a members-only session called Dialed In. It’s simple. This past Monday, Meg asked a question that I love: “How about some wins?” Within minutes, the chat lit up. Here’s what came in: Now here’s the important part. None of that happened because they felt motivated. It happened because they

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Loan Officer Productivity: Why the Basics Close More Loans

I want to kick off this blog post with a quick win that highlights something we talk about constantly with loan officers: productivity. One of our newest members, Chris O’Neill from Trinity, Florida (basically my neighbor right down the road), joined us just 10 days ago. This week he sent in his reflection from the

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Loan Officer Production Goals: Why “Realistic” Is Holding You Back

I hate the R word. Not rates.Not renters. The one I’m talking about is “realistic.” Because I hear it constantly when I talk with loan officers about their loan officer production goals. I’ll ask: “A year from today… what would make you happy with your progress?” And almost every time, the response sounds like: “You

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