Mortgage Coaching

Two experienced mortgage branch managers ask and answer questions about becoming a successful loan officer.

How would you like to make an additional $100k in personal W2 income? That’s exactly what Taylor Briggs from Chesapeake, Virginia has done over the past two years. He and his business partner run a lending firm as part of their parent company, and their recent success has been noteworthy. He recently sent me a…

One of my favorite ways to get new, creative ideas flowing for my mortgage business is to brainstorm with a genius. Mr. Ralph Watkins, my dear friend and long-time business partner, fits the bill. Ralph is a mortgage entrepreneur extraordinaire, and he’s the one who got me into the mortgage business 24 years ago. Neither…

One of the keys to success in the mortgage industry is having the ability to think of ideas outside the box—and then implement them. My friend Sarah Cox is doing just that with her VA home buyer event. Sarah has been in the mortgage business since 2002. She’s done a lot within the industry—servicing, processing,…

Just because the mortgage market isn’t what it used to be doesn’t mean you can’t have great success as a loan officer right now. I sat down with my dear friend, Kristin Simpson, recently to talk about just that. If anyone knows loan officers, it’s Kristin. She talks to an average of 15 loan officers…

Loan officers on the whole are having a rough go of it right now. But it doesn’t have to be that way. My dear friend and partner, Steve Kyles, and I know a whole lot of loan officers who are having their best year ever. It doesn’t have to be hard. We’re passionate about addressing…

Recently I asked the members of our Loan Officer Breakfast Club this question: what’s your biggest concern? They had so many amazing questions that I’ve turned them into several posts (here, here, and here), and they just keep coming. Before I dive into the questions, I want to take a minute to stress that this…

We could all use a really cool way to connect with realtors, right? My dear friend, Paul Dolan, has a great idea to do just that. He calls it the Virtual Holiday Exchange. They tested it over the last few weeks of 2022, and it had phenomenal results.  Paul has been with our Freedom Club…

This is Part 3 of a 4-part series where I’m answering frequently-asked questions from my fellow loan officers. These are actual questions that were asked in our Loan Officer Breakfast Club. If you missed Part 1 or Part 2, be sure to check them out. Now is not the time to slack off as a…