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May 13, 2019

So, you’ve made a list of your expectations for yourself, your team, or your employer. You’ve spoken with your boss or team and set a date for when those expectations should be met – and guess what? That day is here. You’ve made the decision, you’ve dealt with your fears. What’s next?

In this three-part...


Sep 29, 2017

Meeting with agents you don’t know can be kind of scary, right?

What do you say? How do you make the RIGHT impression? Should there be a call to action at the end of the meeting? <Insert a million other questions that’ll run through your mind when you’re preparing for that initial meeting>

On the next episode of...


Jul 14, 2017

All too often, we see Loan Officers swing and miss when it comes to successfully building referral partner relationships with top agents in their area.

The thing is – what you do before you get up to bat is just as important as what you do when you’re getting ready to swing.

On the next episode of Loan Officer...


Jun 20, 2017

Most loan officers tend to shy away from calling their past database because they either don’t know what to say or because they think it has been “too long” and it’ll seem “weird” if they call now.

On the next episode of Loan Officer Online Offline, Carl White and Chris Johnstone chat about how to overcome...