mortgage loan officer

As loan officers, we’re always looking for ways to get home loan leads, right? But do we really need more leads, or do we need to work on the ones we already have? That’s the big question. To answer it, you have to figure out what you’re currently doing (or not doing) with the leads…

I recently sat down with my dear friend, Steve Kyles, one of the top branch managers in the nation and a partner in the Freedom Club, to answer some questions our fellow loan officers asked in our Loan Officer Deal Desk Facebook page.  One of the questions was: what are the daily disciplines you do…

When it comes to balancing purchases and refinances in your mortgage business, what’s the sweet spot? For me, it’s 70% purchases and 30% refis.  Even in 2020, when rates were dirt low, I didn’t try to pull my refinances down to 30%; I just tried to up my game on my purchases. If I hear…

My friend Adam Crosley has built a really solid team, and it has made all the difference in his mortgage business. Adam is a producing branch manager in upstate New York, but the majority of the production is his. He just brought on his first two loan officers this year, trained them, and got them…

When people ask me how it feels to work just four days a week and bring in (way) more than a million dollars each year in personal income, I say, “It’s awesome, and I highly recommend it.” My friend, Matt Vance, lives and works in a beautiful town called Bedford, New Hampshire. He was a…

In my previous post {add link to that post}, I shared the first 4 of 9 ways to make mo’ money as a loan officer. Remember: “more money” is like going from a little bit of money to a little bit more; “mo’ money” is like an exponential increase. A quick review on how to…

As a successful loan officer committed to serving others, my goal is to help you close more loans while grooving through life. I’m all about grooving instead of grinding. If you’re grinding, you’re doing it wrong.  There are always more ways to make money as a loan officer. I’ll share 4 in this post and…

I sat down recently with my dear friend, Scotty Hudspeth, to discuss making work optional. It’s all about waking up in the morning and having the freedom to say, “I don’t have to go to work, but I want to go to work.” Scotty reminded me of a time I asked Perry Belcher, who was…

I recently sat down with my great friend, Steve Kyles, for a candid conversation about closing more loans in less time. We talked about how to get stuff done.  The first step to getting things done is knowing we’re worthy of greatness, worthy of the income. In the past, and sometimes still today, I sabotage…