This Loan Officer Coaching Course is focused on teaching Loan Officers and even Mortgage Branch Managers how to more effectively utilize the tools and resources available to them to establish and expand their personal brand online among realtors as well as help you improve your cold calling skills for better returns not to mention how to handle your face to face meetings. Example calls, voice mail messages and even contact lists of agents and more are provided. This course wants you to reach at least 10 closings a month within 6 months for non team based LO's and more if you are a team based LO. I will also provide a growing number of Q&A Videos where I will answer your specific questions 5 at a time as follow up content. You will also find example phone calls, voice messages and more in the coming weeks. *There are 3 negative reviews of this course, all of which came from random people that completed 0% of the course. I have brought this to the attention of Udemy and waiting on a resolution.
Once you have completed the course, email Jason for a certificate of completion which you can post to your social media, linkedin, etc and show mortgage banks you are ready to be a rainmaker. If you are looking to make a change from your current bank to someplace different (within the US only), contact Jason for FREE placement help. With many relationships at top mortgage companies offering top pay and support, he can help make sure you go somewhere worth being.
Formerly the Director Of Business Development for a National Private Mortgage Lender where I developed the branch from 0 to an avg of 35 units closed monthly within 6 months with further consistent growth into 60 units closed. Avg volume was $18 million a quarter. This was all done for one loan officer who was a producing branch manager. I am now an independent business development consultant where I am hired by mortgage banks to help expand their brand and production volume through online marketing, direct relationship building, loan officer coaching and more.
Why using a CRM is vital to the long term growth of your business as a Loan Officer. Invest in your CRM today for dividends in the future.
Researching agents using Social Media to learn more about them to give you better results in your cold calls.
This is a brief article on your CRM with a link to Hubspot.
Get your copy of Mass Planer using this link ( http://dirtyleopard.com/mass-planner ) It is the best social media automation tool on the net. I teach you how to use it.
Part 2 - Get your copy of Mass Planer using this link ( http://dirtyleopard.com/mass-planner ) It is the best social media automation tool on the net. I teach you how to use it.
An article on how I handle cold calls to get the meeting
This is an example of a voicemail message I would leave that has generated referrals all on its own. When you're leaving 25 VM's a day or more, you want it to have some power and not quick to be deleted. Change the script to whatever your strongest strengths are. Fast Turn Around? Can you close 500 credit score FHA? What is the best thing you can offer?
What topics of discussion and generally most important to an agent. It may not be what you think...
Matching an agent in their tone and energy for early cold call connections.
What to consider when gauging your interest in an agent during your discovery.
You may have power you didn't realize you had in attracting agents to do business with you.
Methods for getting your face to face meeting scheduled with realtors.
Dont cost yourself a relationship before you've started it.
The first 3 steps of your face to face meeting with realtors.
The last 3 steps of your face to face meeting with agents.
Earn trust and respect from realtors by staying true to them and yourself.
How to turn a job well done into additional referrals. Each closed deal could potentially become 3+ referrals.
Added value are things like connections you have with other people that could benefit the realtors business.
A realtor call with a new agent at a prestigious brokerage. She went from too busy to being able to come to the office. Not an exciting call but one I happened to have recorded.
A broker call that ended up becoming a meeting with 6 agents at the same time. If you talk to a broker, they typically have a weekly sales meeting that you can make a presentation to for 10-15 minutes.In this case I didnt think to ask but it worked out.
Very nice agent. Not a difficult call but the message I want to send with you listening to these calls is that I'm pretty much myself. I'm not a cloned sales guy regurgitating scripts. I try and have a conversation with realtors. I laugh, joke and try to be comfortable while making them comfortable.
This is an agent that once told me they werent interested and very happy with their lender of many years. I had the notes in my CRM. I typically call my not interested list every few months because as this call shows, you never know.
Every 5 to 10 questions proposed by enrolled loan officers will be answered in the form of an additional video lecture.
How to save a deal from stubborn collection agencies not wanting to release collections from a credit report.
Download your State Realtor Contact Excel List
How to utilize the weekly tracker template. A very lucrative and informative pain in the butt for Loan Officers.
The benefits of Time Blocking and how to set it up in Outlook.
Formerly the Director Of Business Development for a National Private Mortgage Lender where I developed the branch from 0 to an avg of 35 units closed monthly with some months exceeding 60 units closed. Avg volume was $18 million a quarter. This was all done for one loan officer who was a producing branch manager. I am now an independent business development consultant where I am hired by mortgage banks to help expand their brand and production volume through online marketing, direct relationship building, loan officer coaching and more.
In 2014 I signed a new client of which I transitioned from doing 85% Refinance business into 95% purchase business and doubling their production over their previous year in 2015. They have just renewed their agreement with me through 2017.
UPDATE June, 2017: I am no longer an independent consultant as I have accepted a position as the Vice President Of Sales for Sagamore Home Mortgage. I will be developing branch offices around the Greater Cincinnati Tri-State Area. If you're looking to make a move in the area, connect with me.