The Collective Podcast
The Collective Coaching presents in-depth conversations with the nation's leading mortgage team leaders, executives, and branch managers, delivered to you every two weeks. We also feature mastermind sessions with influential coaches, consultants, experts, and speakers. All so you can build the right team, systems, and technology to scale your team to a hundred million without losing your YOU. The Collective Coaching Podcast is a proud founding member of the REAL Disrupt Podcast Collaborative.
The Collective Podcast
Three Things That Every Loan Officer Should Be Doing
On this episode KT and Kellen talk about the three things that every loan officer should be doing at the end of the year. CRM and data can be a differentiator for your prospecting and relationship building in 2023.
2:00 Number 1: Referrals
8:15 Audit your MSAs
11:05 Number 2: Submissions
14:30 Number 3: Sharing with agents
Takeaways:
Pull your closed loan report at the end of the year to see your top referral partners.
Make sure you are spending time with the right partners.
Appreciate the relationships that you enjoy working with.
Pull your loan submissions that didn’t close.
Be the CRM for your agents and create some stickiness in your relationship.
Quotes:
“Your future self will thank you for taking action today.”
“I like growing with young agents.”
“How many deals go by where the listing agent doesn’t get any love from the lender?”
“We are in a market where you have to be strategic.”
Show Links:
Community Platform: www.BecomeNL.com
Strategy Call: www.NLStrategyCall.com
Podcast Partner: https://mortgage.leadpops.com/nextlevel/
Social Media:
Facebook - https://www.facebook.com/NextLevelLoanOfficers/
YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQ
LinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/