Next Level Loan Officers

Conquer the Math for Success!

July 26, 2022 Next Level Loan Officers Season 1 Episode 151
Next Level Loan Officers
Conquer the Math for Success!
Show Notes

On this episode Shane and Sean talk about how the divide and conquer strategy is critical for your growth. They also break down how to delegate your duties, setting expectations, and how to set up your first critical hire. 

1:30 The divide and conquer conversation

6:30 Delegation

10:05 Your first hire 

14:45 Don’t compare yourself to others

18:00 Set expectations and upsell your staff


“Right now is a great time to reset the talent on your team.”

“Your first hire should always be a loan partner.”

“You have to know what your specific value proposition is before you hire help.”

“Where you are at in your business is going to be different than anyone else.”

Key Takeaways:

Balanced loan officers are not built to do everything in the process. 

If you have to over engineer your systems and processes to catch your team from making mistakes, you have the wrong team members. 

There is a lot of talent our there that can help you grow your business. 

Now is the perfect time to build the business that you want. 

Never talk bad about any person who your customers or partners will have contact with. It will set them up for failure.

Show Links:

Strategy Call:  

Free download: 

Social Media:

Facebook -

YouTube -

LinkedIn -