loan officer

We talk a lot about realtor referral partners for loan officers. But real estate agents aren’t the only people that make great partners for us in this industry. Have you considered partnering with financial advisors? I’ll be honest. I hadn’t. Not until my friend Todd Ballenger gave me the inside scoop on how to work…

You never get a second chance to make a first impression. You’ve heard that line before, right? And it’s true. Sure, you might get the opportunity to make a second impression, but that first impression happens once and only once.  As a loan officer, where are you most likely to make a first impression? Well,…

As a general rule, I don’t do clickbait blog titles, but I might have crossed the line this time. I really do have the best question to ask, but I’ve got some breaking news for you about perfect plans.  There is no perfect plan. So many of us spend our time making a plan, trying…

I’ve got a short, simple, but very powerful message for you. Early in my loan officer career, I found myself working like 50, 60, 70 hours a week. And here’s the funny thing. My coworkers encouraged me to work those kinds of hours. They patted me on the back and said things like, “Hey Carl,…

What if I told you I had a short, sweet, and simple script that will most likely bring you more success and help you close more loans than any other one thing you could do? Would you want me to share it with you? It would be my pleasure. This script is so simple, so…

Whether you’re just opening up a mortgage branch, or you already have a high-level branch, who doesn’t want to maximize their profits? I’ve been running a branch for years and years and have one of the largest branches in the nation. I should know everything by now, right? Not even close. I recently sat down…

Would you like a list of 40 rockstar realtors who are going to send you consistent referrals all year long? All it takes is 3 Excel spreadsheets and 12 weeks of hard (but fun) work. How does that sound? Pretty cool, right? In my last post, I shared how my friend Kristen Simpson and I…

Oh no! The sky is falling! Meteors are crashing to earth! And, oh yeah, rates are rising a little bit.  The word on the street is that it’s going to be a rough year, so buckle up.  I’ll be honest. It’s kind of funny to me that everyone’s talking about these “high” rates. High? Sure,…

Would you like a list of 40 rockstar realtors who are going to send you consistent referrals all year long? All it takes is 3 Excel spreadsheets and 12 weeks of hard (but fun) work. How does that sound? Pretty cool, right? In my last post, I shared how my friend Kristen Simpson and I…

There’s never a bad time for reflection, to evaluate the things you’re doing as a loan officer and see if you’re doing your absolute best. Is there anything you could change that would give you even better results in the year ahead? I made a list of five reflection questions to ask yourself. These are…