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How Loan Officers Can Approach Working With Top Agents

I get a lot of questions from loan officers just starting out in the business. One that I’ve been hearing a lot lately is this: How do I land the big referral partners, just two or three realtors who will send me a whole lot of business? My friend Ralph Wakins and I have a…

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How Loan Officers Can Map Out Their Work/Life Balance Destination

Tony and Michelle Moore are extraordinarily successful, humble people. They’re both producing branch managers at The Mortgage Firm, and they know what it’s like to go from $0 to a whole bunch of money. I sat down with Tony recently to talk about how their amazing success as loan officers came about.  It feels wonderful,…

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How a Loan Officer Lost Everything and Got it All Back

My dear friend, Rayce Robinson, has been in the mortgage business since 2001 and has a genuine rags-to-riches story. He’s one of the leaders in our Freedom Club and has been a great inspiration to me for a lot of years.  He’s based in Orlando, and in 2008-2009 when the housing market crashed, there wasn’t…

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How to Make a Record Month Your New Normal as a Loan Officer

Loan officer careers are flourishing right now with interest rates at an all-time low. A lot of our Freedom Club and Mortgage Marketing Animals members are doing 3x and 4x their usual number of loans. We’re hearing stories of people who normally close just 3 or 4 loans a month closing 10 or 15 or…

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How to Quadruple Your Income In A Year Like This Loan Officer

I met Scott Griffin at the beginning of 2016. Scott is a mortgage broker located in Los Angeles who is knocking it out of the park in one of the most competitive markets on earth. He’s a humble guy who’s letting me share his recent numbers to inspire others to believe they can do the…

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Loan Officers: How to Leverage Refis into Long-Term Realtor Relationships

Refinancing rates are at an all-time low right now, but a lot of loan officers really hate refis. They think they’re a waste of time. Are they right? I sat down recently with my dear friend, Paul Dolan, the co-branch manager (with his wife, Andrea) of Home Vantage Mortgage in Seattle, to discuss this very…

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How Loan Officers Can Overcome Call Reluctance

Loan officers will pay big money not to have to pick up the phone, but they’re just not getting results. If you want to be a top producer in the mortgage industry, you have to spend time on the phone, plain and simple. Why do loan officers have call reluctance? Because they’re afraid of being…

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How One Simple Action Will Make You Wealthy As a Loan Officer

Matt Enfield is a brand new loan officer out in Utah who listened to our podcast, then took my advice to just start asking for business. He closed 7 loans (over $2 million) in his first full month licensed, and sent me a Facebook message to thank me. So we sat down recently for a…

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How To Achieve Loan Officer Freedom

Chris Haynes, a loan officer out of Nashville, Tennessee, closed 54 loans in personal production last month, and that’s par for the course for him. He’s been increasing his numbers on a progressive schedule for quite a while now. As rates go up at some point, his numbers aren’t going to go down. Chris is…

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The Best Marketing Tool to Get Referral Leads From Agents

There are all kinds of marketing tools out there that loan officers can use. How do you know which ones work best? If you’re looking to drive traffic to your website and get more likes and followers for your content, you can focus on lead generation. There’s nothing wrong with that, but it’s no substitution…