Loan Officer Team Training with Irene Duford: Recent Episodes
Irene Duford, Loan Team Training
Interviews with successful loan originators, team members, branch managers and others who have secrets to share to help us all nurture and develop a success mindset.
This is a show for Mortgage Industry pros looking to build a successful team. Irene brings almost 4 decades of experience in the industry to you and your team through this weekly podcast. Subscribe today and share with colleagues who would find value!
In this episode of the Loan Officer Team Training Podcast, I sit down with someone who has built a reputation for helping mortgage professionals elevate both their business and their mindset. Shawn Kaplan, top-producing loan officer, leader, and founder of Content Creator University, joins me for a conversation packed with practical strategies for growth, leadership, and long-term success.
Shawn shares his journey from growing up on a farm in Vermont to becoming a respected voice in the mortgage industry. Along the way, he learned that success is rarely about talent alone. Instead, it is built through repetition, discipline, and a commitment to personal development. We explore why mindset is the foundation of everything, how daily habits shape performance, and why people ultimately become what they practice.
This episode is for loan officers, team leaders, and entrepreneurs who want to strengthen their mindset, improve their execution, and build a business that continues to grow regardless of market conditions. Expect practical leadership lessons, proven growth strategies, and a fresh perspective on what it takes to win in today's environment.
Follow Shawn:
Instagram: https://www.instagram.com/theshawnkaplan/
Learn More About Content Creator University:
https://mailstat.us/tr/t2/8f5fdda/qajqabnstfrbic/3/https://marketingwithkap.com/join?mc_cid=5cee7ed1bb&mc_eid=UNIQID
Doc: Shawn Kaplan | 10 Things I Wish I Could Go Back and Do Differently Fifty Hires Later:
https://drive.google.com/file/d/1h5rzNsWJnS4SRGoeX0bHl49njIGXYGQu/view?usp=sharing
Connect with me:
My Instagram:https://www.instagram.com/itsireneduford/
My Email:irene@loanteamtraining.com
Get Loan Team Training for YOUR team:https://go.loanteamtraining.com/
In this episode of the Loan Officer Team Training Podcast, I sit down with someone whose story is a powerful reminder that when life falls apart, mindset determines whether you stay stuck in the loss or rise through the lesson.
Lani Fisher, real estate professional, community builder, and advocate for small, consistent improvements, joins me for an inspiring and deeply personal conversation about resilience, gratitude, and the grit it takes to transform both your business and your life.
This episode is for loan officers, real estate professionals, and entrepreneurs who are ready to stop waiting for life to get easier and start building strength through consistent growth. Expect honest reflections on adversity, practical systems for success, and a powerful reminder that small, intentional shifts can change everything.
Follow Lani on Instagram: https://www.instagram.com/lanifisherhomes/
My Instagram: https://www.instagram.com/itsireneduford/
MyEmail: irene@loanteamtraining.com
Get Loan Team Training for YOUR team:
https://go.loanteamtraining.com/
Visit loanteamtraining.com to learn how we can help your team wow clients and close more loans. #realestate #loanofficer #mindset #resilience
In this episode of the Loan Officer Team Training Podcast, I sit down with someone who is challenging the way our industry thinks about growth, connection, and opportunity. Mosi Gatling, Senior Vice President of Strategic Growth and Expansion at New American Funding, brings a bold and necessary perspective on how loan officers can expand their reach by truly understanding the communities they serve. This episode is for loan officers, team leaders, and real estate professionals who are ready to evolve their approach, stand out in competitive markets, and build a business that reflects the world we actually live in today. Expect strategic perspective shifts, practical marketing adjustments, and a clear challenge to rethink how you attract and serve your clients.
First Home IQ: https://firsthomeiq.com/ Words Matter-Inclusive Language and marketing for diverse borrowers https://heyzine.com/flip-book/wordsmatter2025
Follow Mosi on Instagram:
https://www.instagram.com/mosigatling_/
Connect with me: My Instagram:
https://www.instagram.com/itsireneduford/
My LinkedIn: https://www.linkedin.com/in/ireneduford/
My Email: irene@loanteamtraining.com
Get Loan Team Training for YOUR team: https://go.loanteamtraining.com/
đ Are you a lender in the Phoenix area who feels like you are hitting a wall in your production? In this episode, we dive deep into why the traditional way of prospecting is failing and how joining a high-level mastermind can provide the community and frameworks you need to scale.
đ We explore the massive shift from a scarcity mindset to an abundance mentality, proving that your competitors can actually be your greatest allies. You will hear the incredible story of how one real estate agent used the power of her mastermind group to manifest a meeting with Barbara Corcoran through sheer persistence and the right connections. This conversation highlights why being in the right room is the secret weapon for any professional looking to break through their current ceiling.
đ Scaling your mortgage business requires more than just working harder. It requires building the right systems and hiring the right support staff. Irene Duford shares her expertise on training loan officer assistants to help you buy back your time and focus on what you do best. We also announce an exclusive new mastermind opportunity in Phoenix specifically for high-producing lenders who are ready to stop being the one doing everything.
Follow Chris
Instagram: https://www.instagram.com/thechrismedellin/
Follow Farrell
Instagram: https://www.instagram.com/azrelo_realtor_and_list_agent/
Connect with me:
My Instagram: https://www.instagram.com/itsireneduford/
In this episode of the Loan Officer Team Training Podcast, I sit down with someone who is redefining how professionals communicate in a world that is increasingly transactional. Jamie Miller, communication expert and strategist, joins me to break down what it really takes to create meaningful, trust-driven conversations that convert.
Jamie and I go deep into the art of conscious communication and why most loan officers lose opportunities, not because of rates, but because of how they communicate value. We unpack the psychology behind common client questions, how overthinking disrupts authentic connection, and why small shifts in language can completely transform your outcomes. This is not about scripts. It is about awareness, intention, and precision in how you show up.
This episode is for loan officers, team leaders, and real estate professionals who want to elevate their communication, stand out in competitive markets, and create a client experience that actually feels human. Expect mindset shifts, tactical language strategies, and a new perspective on how to turn everyday conversations into lasting relationships.
Follow Jamie on Instagram: https://www.instagram.com/consciousjamie?igsh=MXY4bGo2emppcXZtNw%3D%3D
Humancon event: https://humancon26.com/
Listen to this Episode: https://loan-officer-team-train.captivate.fm/listen
Connect with me:
My Instagram: https://www.instagram.com/itsireneduford/
My LinkedIn: https://www.linkedin.com/in/ireneduford/
My Email: irene@loanteamtraining.com
Get Loan Team Training for YOUR team: https://go.loanteamtraining.com/
In this episode of the Loan Officer Team Training Podcast, I sit down with someone who has consistently stayed ahead of the curve while keeping relationships at the center of the business. Scott Hudspeth, long time industry leader, founder of MLO Live, and champion of authentic marketing, joins me for a candid and tactical conversation about what actually drives sustainable success in mortgage.
Scott and I unpack the evolution of MLO Live and how technology, especially AI, is reshaping the way loan officers market and communicate. But more importantly, we dig into what has not changed. Relationships still outperform transactions. Consistent communication still wins. And showing up on video still builds trust faster than almost anything else.
We talk openly about overcoming fear in cold calling, managing self-talk in high-pressure sales environments, and why most loan officers overcomplicate outreach when simple connection is often the most powerful strategy. Scott also shares the heart behind the Growth Rooms initiative and his commitment to helping new loan officers and agents build confidence, clarity, and community.
This episode is for loan officers and team leaders who want to stop chasing tactics and start building long-term relevance. Expect practical marketing strategies, mindset shifts that create resilience, and clear direction on how to stay visible, human, and valuable in a rapidly evolving industry.
In this episode of the Loan Officer Team Training Podcast, I sit down with a guest whose blend of grit and innovation is changing how agents work and connect. Lauren Lucas, a high-achieving real estate agent and practical AI expert, joins the conversation to share a journey that moves from early adversity to being recognized as Rookie of the Year, and then on to leading with purpose and technology.
Lauren and I explore how lived experience fuels her passion for helping others, how mentorship and community have shaped her trajectory, and how a practical approach to AI can free up time and create better client outcomes. We talk about building a real estate team that scales with heart, using AI as a productivity multiplier rather than a buzzword, and embracing failure as a necessary step toward iteration and growth.
This episode is for loan officers, team leaders, and real estate professionals who want tactical thinking and mindset clarity. Expect actionable ideas on integrating AI into daily workflows, practical ways to create supportive communities, and honest reflections on the work it takes to reinvent yourself and lift others along the way.
In this episode of the Loan Officer Team Training Podcast, I sit down with someone whose presence and leadership continue to shape the direction of our industry. Julie Yarbrough, a respected force in mortgage lending and a driving voice within the Association of Independent Mortgage Experts, brings both depth and perspective to this conversation.
Julie and I revisit the moment we first connected at a conference and unpack how genuine networking can become the foundation for long-term, trust-based relationships. From there, we explore the core values that drive her business, the remarkable growth of Empire Home Loans, and the intentional leadership approach that has positioned her as a champion for independent mortgage professionals.
We also spotlight the energy and momentum coming out of the Fuse event, along with the transformative impact of the Women's Mortgage Network. Julie brings a refreshing take on collaboration, mentorship, and the power of bridging generational perspectives to elevate the entire industry.
In this episode of the Loan Officer Team Training Podcast, I had the absolute honor of sitting down with a respected voice in our industry. Geoff Zimpfer, founder of the Mortgage Marketing Institute, and a true leader in helping loan officers and real estate professionals grow through education, connection, and smart marketing.
Geoff brings a wealth of experience and heart to this conversation. We dive into how education builds trust and long-term relationships between Loan Officers and Realtors, the evolving role of AI in marketing, and how mindset truly shapes success, especially when challenges arise.
He also shares practical tips on creating engaging realtor classes, overcoming overthinking, and staying adaptable in a constantly changing industry. Whether youâre a Loan Officer, Team Leader, or just someone passionate about growth, youâll walk away from this episode inspired and full of actionable ideas.
Geoff's insights remind us that continuous learning, genuine relationships, and a positive outlook are the keys to thriving in this business.
Follow Geoff:
Instagram: @geoffzimpfer
Linktree: https://linktr.ee/geoffzimpfer
Connect with me:
My Instagram: @itsireneduford
My LinkedIn: Irene Duford
My Email: irene@loanteamtraining.com
Get Loan Team Training for YOUR team: go.loanteamtraining.com
In this episode of the Loan Officer Team Training Podcast, I had the chance to interview filmmaker and content creator Jake Isham.
We discuss Jake's journey from acting to filmmaking and marketing, emphasizing the importance of content creation for entrepreneurs, particularly loan officers. Jake shares insights on overcoming self-consciousness in front of the camera, the differences between content types like reels and stories, and the power of storytelling in engaging audiences.
He also highlights the compounding interest of consistent content creation and the value of working with a videographer to enhance video quality and delivery.
Follow Jake:
Instagram: @jakecapturedthis
Website: https://www.jakeisham.com/
Listen to this Episode: https://loan-officer-team-train.captivate.fm/listen
Connect with me:
My Instagram: @itsireneduford
My LinkedIn: Irene Duford
My Email: ireneandkevin@loanteamtraining.com
Get Loan Team Training for YOUR team: go.loanteamtraining.com
In this episode of the Loan Officer Team Training Podcast, guest Ginger Bell and I discuss the upcoming NAMB National Association of Mortgage Brokers.
We explore the exciting events, key sessions, and speakers that attendees can look forward to, as well as the importance of in-person networking.
Ginger shares her role as the Growth Officer and the initiatives of the NAMB Hive, a platform for mortgage professionals to connect and access resources.
Ginger also shares some resources for the use of AI tools to enhance the conference experience and the value of implementing AI.
We encourage Loan Officers and Mortgage Professionals to attend NAMB National, October 17-October 19, 2025, at Caesar's Palace in Las Vegas.
Free Registration: https://namb.org/national/
Follow Ginger:
Instagram: @GingerBell
Facebook: https://www.facebook.com/ginger.bell
LinkedIn: https://www.linkedin.com/in/gingerbell/
Website: Go2Training.com
Listen to this Episode: https://loan-officer-team-train.captivate.fm/listen
Connect with me:
My Instagram: @itsireneduford
My LinkedIn: Irene Duford
My Email: ireneandkevin@loanteamtraining.com
Get Loan Team Training for YOUR team: go.loanteamtraining.com
In this episode of the Loan Officer Team Training Podcast, I interview Jeremy Forcier, a top producer in the mortgage business. We discuss Jeremy's journey, key habits that contribute to his success, and the importance of self-awareness, belief, and humility. Jeremy shares insights on facing fear and rejection, the significance of tracking performance, and his plans to launch a coaching program focused on building a supportive community. The conversation emphasizes the need for balance in life and the impact of serving others in the business.
Follow Jeremy Forcier:
Instagram: @jeremyforcier
Website: https://meetjeremy.info/
Connect with me:
Listen to this Episode: https://loan-officer-team-train.captivate.fm/listen
My Instagram: @itsireneduford
My LinkedIn: Irene Duford
My Email: ireneandkevin@loanteamtraining.com
Get Loan Team Training for YOUR team: loanteamtraining.com
In this episode of Loan Officer Team Training, I chat with Liz Reese, a talented loan officer and content creator, about her inspiring journey with personal branding and social media. Liz opens up about the strategies she uses to engage with clients, build strong relationships, and why being vulnerable can be such a powerful part of your brand.
We talk about the mindset it takes to succeed in this business and how sharing your personal stories can help you truly connect with your audience. Liz reminds us that success is a marathon, not a sprint, and encourages everyone to show up authentically and be genuinely social online. Itâs an uplifting, practical conversation that will make you excited to put yourself out there in a real and meaningful way.
Follow Liz Reese:
Instagram: @loanladyliz
Website: https://linktr.ee/lizreese
Connect with me:
Listen to this Episode: https://loan-officer-team-train.captivate.fm/listen
My Instagram: @itsireneduford
My LinkedIn: Irene Duford
My Email: ireneandkevin@loanteamtraining.com
Chapters
00:00 Introduction to Personal Branding
06:29 Maximizing Efficiency in Content Creation
11:57 Teaching and Empowering Others
17:55 Standing Out in a Saturated Market
23:53 Engaging with Your Audience
34:37 Content Creation Strategies
40:27 Mindset and Self-Talk
46:11 Vulnerability in Branding
47:32 Building Connections and Community in the Loan Industry
48:28 Introduction and Appreciation
In this episode, I sit down with Christy Pessemier to talk all things copywriting, marketing, and how the landscape is changingâespecially with the rise of AI. Christy brings so much wisdom to the table as we dive into why authenticity in your messaging matters now more than ever. We also chat about the StoryBrand framework and how it helps you clearly identify and speak to the problems your clients are really facing.
Christy shares her journey into the world of copywriting and why creating a great client experience is at the heart of everything she does. She offers some fantastic advice for Loan Officers who want to grow their business without losing that human connection. We also touch on the power of gratitude, the role of positive self-talk, and how both can shape your mindset and success. Itâs a thoughtful, practical, and encouraging conversationâI think youâll really enjoy it!
Follow Christy Pessemier:
Instagram: @christypessemier
Website: ChristyPessemier.com
Connect with me:
Listen to this Episode: https://loan-officer-team-train.captivate.fm/listen
My Instagram: @itsireneduford
My LinkedIn: Irene Duford
My Email: ireneandkevin@loanteamtraining.com
â
CHAPTERS
00:00 Introduction and Background
01:57 The Role of Copywriting in Marketing
04:40 The Importance of Authenticity in Messaging
09:56 Utilizing AI in Copywriting
12:29 Understanding the StoryBrand Framework
17:36 Identifying Client Problems
24:02 The Value of One-on-One Coaching
28:36 The Importance of Sharing Your Expertise
31:15 Christy's Journey into Copywriting
33:41 Unreasonable Hospitality and Client Retention
38:07 Building Healthy Routines for Success
43:09 Mindset and the Power of Gratitude
48:57 Encouragement for Loan Officers
This episode hit different.
I sat down with Chris Medellin, and what started as a conversation about branding and business quickly turned into something much deeper. We talked about what it really takes to break through in your life⊠not just in your career, but in the way you think, move, and show up every day.
Chris opened up about the habits that used to hold him back, and the moment he decided to make a real change, from hitting rock bottom to building a brand thatâs now leading in the mortgage space. We got into everything from fitness and mindset to sobriety and purpose.
This isnât just about being more productive. Itâs about building a life youâre actually proud of.
If youâve ever felt like you were meant for more, or you're in a season where you know something needs to shift, this conversation is for you.
Some things we unpack in this episode:
The power of routine and physical discipline
Why timing your creativity actually matters
The real reason Chris gave up alcohol, and what changed after
How to build a personal brand that reflects who you really are
What most people get wrong when chasing success.
Follow Chris Medellin:
Instagram: @thechrismedellin
Website: chrismedellinofficial.com
Connect with me:
Listen to this Episode: https://loan-officer-team-train.captivate.fm/listen
My Instagram: @itsireneduford
My LinkedIn: Irene Duford
My Email: ireneandkevin@loanteamtraining.com
â
CHAPTERS
00:00 - Intro
00:30 - Why This Conversation Matters
06:37 - Chrisâs Story: From Struggles to Leadership
14:36 - Routines That Built Momentum
17:25 - Discipline Through Fitness
20:25 - When Creativity Peaks
23:35 - Branding That Feels Real
31:30 - Chrisâs Sobriety Journey
32:35 - The Influence of Family
35:24 - Choosing to Get Sober
42:50 - What Happens After You Quit
44:27 - The Real Life Transformation
45:48 - Final Thoughts
In this episode, I had the pleasure of talking with Garrett Gunderson, and what a fun and eye-opening conversation it was! Garrett shares his journey from cleaning cars as a young entrepreneur to becoming a well-known financial educator and author. We dive into how our mindset around money can really shape our livesâand how shifting that mindset can lead to more freedom and peace.
Garrett also shares some practical steps for managing finances, why itâs so important to teach kids about money early on, and how he uses humor to make financial education more approachable. We talk about the fear and scarcity mindset so many of us deal with, and how having the right support and community can help you break through it. Garrettâs all about helping people heal their relationship with money, and I think youâll take away some powerful insights from this one!
Episode Resources:
Garrett's questions to ask yourself:
What am I trying to protect, defend, or control?
What's the emotions I feel behind this?
Do I need to accept or what do I need to forgive?
What can I love about this? What can I learn from this?
Connect with Garrett: https://garrettgunderson.com/
Get Loan Team Training for YOUR Team: loanteamtraining.com
Watch my podcast on YouTube: https://youtu.be/NThE1s1GFWM
Follow me on Instagram (https://www.instagram.com/itsireneduford/)
Follow me on LinkedIn (https://www.linkedin.com/in/ireneduford/)
Follow us on Facebook: (https://www.facebook.com/LoanTeamTraining)
Email: ireneandkevin@loanteamtraining.com
Episode Highlights:
00:00 Introduction to Garrett Gunderson
03:18 Garrett's Journey with Money
08:32 Transforming Mindsets Around Money
12:36 Practical Money Management Strategies
17:39 Healing Money Stories and Legacy Conversations
19:17 Embracing Mistakes as Lessons
20:33 Mindset and Self-Talk Strategies
24:55 Valuing Relationships and Setting Boundaries
27:56 Teaching Financial Literacy to Children
30:43 The Intersection of Comedy and Financial Education
32:12 Navigating Fear and Seeking Support
34:16 Finding Motivation in Tough Times
37:02 Identifying Personal Superpowers
38:25 Coaching and Financial Empowerment
In this episode, I had a great conversation with Sam May, a seasoned Loan Officer from All Western Mortgage. Sam and I talk about something that doesnât always get enough attention in our industryâvulnerabilityâand how being real and open can actually strengthen business relationships and team culture. He shares his journey through the ups and downs of the mortgage world and the lessons heâs learned along the way, especially when it comes to hiring the right people and creating a strong, supportive team.
We also dive into how important it is to truly understand your clients and create an experience that makes them feel seen and supported. Sam talks about the software he developed, called HOMPWR, and how itâs helping to improve the mortgage process in a really smart and innovative way.
We touch on the role AI could play in the future of the industry, the struggle so many of us face with perfectionism, and why community and collaboration matter more than ever. Itâs a conversation full of insight and heartâI think youâre really going to enjoy it!
Episode Resources:
Connect with Sam: https://www.instagram.com/loanguysd/
Learn More about HOMPWR: https://www.hompwr.com
Get Loan Team Training for YOUR Team: loanteamtraining.com
Watch my podcast on YouTube: https://youtu.be/Ha94ZZq-Sp0
Follow me on Instagram (https://www.instagram.com/itsireneduford/)
Follow me on LinkedIn (https://www.linkedin.com/in/ireneduford/)
Follow us on Facebook: (https://www.facebook.com/LoanTeamTraining)
Email: ireneandkevin@loanteamtraining.com
Episode Highlights:
00:00 Introduction and Connection
02:16 Journey into the Mortgage Business
03:40 Building a Strong Team Culture
06:43 Hiring for Success
10:25 The Importance of Tough Conversations
11:48 Setting Expectations with Clients
14:14 The Role of Video in Client Engagement
20:07 Creating a Better Client Experience
21:54 Innovating with Technology in Mortgages
31:52 Embracing Video Communication
34:08 The Evolution of HOMPWR
36:02 AI's Role in the Mortgage Industry
37:59 The Journey of Building a Course
39:50 Overcoming Perfectionism
42:45 The Fear of Releasing Work
45:19 The Importance of Team Dynamics
48:19 Relationship vs. Transactional Business
51:19 The Power of Community and Collaboration
54:24 Work Ethic and Helping Others
In this episode of Loan Officer Team Training, Iâm joined by the amazing Jessica Van Nuland to talk all about using Instagram as a powerful marketing toolâespecially for loan officers. Jessica shares her story of how she got into Instagram coaching and gives some really helpful tips on how to use storytelling, authentic engagement, and creativity to connect with your audience in a way that feels natural and not salesy.
We also dive into how to create content that really speaks to people, the importance of verification on social platforms, and how to get past that perfectionism that can hold us back from posting in the first place. If youâve ever felt unsure about showing up on Instagram, this episode is full of encouragement and practical advice to help you get started and stay consistent!
Episode Resources:
Connect with Jessica: https://www.instagram.com/jessvannuland/
Join Forward Academy: https://www.forwardacademy.com
Get Loan Team Training for YOUR Team: loanteamtraining.com
Watch my podcast on YouTube: https://youtu.be/G0F85Gef-8M
Follow me on Instagram (https://www.instagram.com/itsireneduford/)
Follow me on LinkedIn (https://www.linkedin.com/in/ireneduford/)
Follow us on Facebook: (https://www.facebook.com/LoanTeamTraining)
Email: ireneandkevin@loanteamtraining.com
Episode Highlights:
00:00 Introduction to Jess Van Nuland
01:32 Journey to Becoming an Instagram Coach
02:58 Simplifying Instagram for Beginners
05:40 The Importance of Authenticity on Social Media
08:07 Transitioning from Old to New Video Strategies
11:19 The Power of Success Stories
12:18 Engagement Strategies on Instagram
17:02 Building Real Connections through DMs
23:19 Different Types of Instagram Posts
24:23 Leveraging the Algorithm for Growth
26:16 Rediscovering Creativity through Instagram
29:18 Mental Health and Personal Growth
30:14 The Power of Community and Gratitude
31:04 Overcoming Fear and Building Resilience
33:16 Legacy and Living Without Regrets
35:24 Authenticity in Social Media
37:33 Engagement Strategies for Social Media
39:27 Understanding Instagram Features and Strategies
43:07 The Impact of Instagram Live
46:12 Creating Meaningful Connections Through Content
In this episode, I sit down with Trevor YorkâLoan Officer and founder of Lynkspotâfor a truly inspiring conversation. Trevor shares his journey through the mortgage industry and talks about how focusing on the customer experience, dialing in your messaging, and using social media effectively can make a huge difference in your business. He walks me through what Lynkspot is all about and how itâs helping loan officers simplify their marketing in one easy-to-use platform.
We also chat about mindset, the ups and downs of growing through adversity, and how personal growth plays a big role in professional success. Trevor opens up about how his family has shaped his perspective, and I just love his genuine passion for helping others in the industry. He reminds us to celebrate the winsâbig or smallâand to keep lifting each other up. Youâre going to walk away from this one feeling encouraged and ready to take action!
Episode Resources:
Learn more about Lynkspot: https://lynkspot.com
Connect with Trevor: https://www.instagram.com/trevyork/
Get Loan Team Training for YOUR Team: loanteamtraining.com
Watch my podcast on YouTube: https://youtu.be/1kEint2d218
Follow me on Instagram: https://www.instagram.com/itsireneduford/
Follow me on LinkedIn https://www.linkedin.com/in/ireneduford/
Follow us on Facebook: https://www.facebook.com/LoanTeamTraining
Email: ireneandkevin@loanteamtraining.com
Episode Highlights:
00:00 Introduction to Trevor York and Lynkspot
02:22 Trevor's Journey as a Loan Officer
04:19 The Birth of Lynkspot
05:15 The Importance of Customer Experience
09:16 The Role of Messaging and Packaging
11:19 Extracting Authenticity in Communication
17:08 Overcoming Challenges in Video Communication
23:16 Understanding Lynkspot's Features and Benefits
30:07 Mindset Matters: Cultivating Positivity
37:27 The Power of Gratitude and Faith
44:24 Strengths and Weaknesses: A Dual Perspective
45:31 Empowering Others: The Ripple Effect of Support
50:12 Learning from Family: The Cycle of Growth
53:06 Closing Thoughts: The Value of Connection and Learning
In this episode, I had the absolute pleasure of talking with Dr. Shad Helmstetter about the powerful role self-talk plays in both personal development and parenting.
We explored how the words we say to ourselves, and to our children, can shape confidence, self-esteem, and overall well-being.
Dr. Helmstetter shares some fascinating insights into the neuroscience behind self-talk and how it literally programs the brain, for better or worse. Whether youâre a parent or not, this will really hit home.
We also talked about how we, as parents and educators, have a responsibility to help kids develop positive inner dialogue from a young age. Dr. Helmstetter offered practical ways to shift negative thought patterns and even walked through how to teach self-talk to children in everyday life.
The ripple effect of these conversations can be life-changingânot just for our kids, but for future generations.
This episode will speak to you as a parent, leader, or anyone who wants to create lasting impactâstarting with the words we use.
It was such a meaningful discussion, and I canât wait for you to hear it.
Where to get self talk:
https://selftalkplus.com
https://shadhelmstetter.com
Books by Dr. Shad Helmstetter
What To Say When You Talk to Yourself - https://a.co/d/194hJmd
Predictive Parenting-What To Say When You Talk to Your Kids - https://a.co/d/6IOXgmq
Who Are You Really and What Do You Want? - https://a.co/d/9wUQuMn
The Power of Neuroplasticity - https://a.co/d/j9c1qK5
Negative Self Talk and How to Change it - https://a.co/d/ffLdSZY
The Self Talk Solution - https://a.co/d/cNWqxsx
Watch this podcast on YouTube: https://youtu.be/AEgkGMCGaiI
Get Loan Team Training for YOUR Team: https://loanteamtraining.com
Letâs Connect:
Instagram â @itsireneduford
LinkedIn â Irene Duford
Facebook â Loan Team Training
Email â ireneandkevin@loanteamtraining.com
Episode Highlights
00:00 The Power of Self-Talk in Parenting
07:00 Neuroscience of Self-Talk and Its Impact
14:54 Practical Applications of Self-Talk
22:03 Teaching Self-Talk to Children
30:06 The Ripple Effect of Positive Self-Talk
Join me as I have a great conversation with Neel Dhingra, a prominent digital creator, entrepreneur, and mortgage industry leader, the founder and CEO of Forward Academy. He has significantly impacted the real estate and mortgage industries by leveraging content marketing and personal branding to grow his business exponentially.
He lives what he teaches.
We talk about the power of personal branding and content marketing, how passion can drive your business forward, and what it really takes to create content that connects.
Neel shares his journey of working in the mortgage business to becoming a leader in personal branding and marketing through content creation, and he really emphasizes the importance of helping others and building a strong, supportive community along the way.
We also get into some of the real challenges that come with shifting market conditions, the mindset needed to push through, and why staying focused on growth is so important.
Plus, Neel gives us a preview of the upcoming Forward Event- a high-energy, in-person conference designed for mortgage and real estate professionals aiming to elevate their personal brands. The upcoming event is scheduled for July 11â12, 2025, in Las Vegas, featuring marketing experts from outside the industry who inject fresh perspectives that work. Neel brings world-class speakers like Chris Do, Dan Martell, Shade Zahrai, Johnny Cupcakes and so many more.
This is an inspiring conversation with so many gold nuggets from Neel you wonât want to miss!
Connect with Neel:
Neel Instagram
The Neel Home Podcast
https://neelhome.com
https://www.youtube.com/c/NeelDhingra
https://www.linkedin.com/in/neelhome
https://www.forwardacademy.com
Get Loan Team Training for YOUR Team: loanteamtraining.com
Watch my podcast on YouTube: https://youtu.be/3DGxFZRqXFA
Follow me on Instagram https://www.instagram.com/itsireneduford/
Follow me on LinkedIn https://www.linkedin.com/in/ireneduford/
Follow us on Facebook: https://www.facebook.com/LoanTeamTraining
Email: ireneandkevin@loanteamtraining.com
Episode Highlights:
00:00 Introduction to Neil Dhingra and Forward Academy
04:38 The Journey of Building a Personal Brand
10:59 Refocusing on Passion and Enthusiasm
14:45 Creative Marketing Strategies in Direct Mail and Social Media
16:37 The Importance of Packaging Your Message
17:43 Implementing Strategies for Success
19:32 Identifying Your Target Audience
22:55 Narrowing Your Focus for Greater Impact
25:08 Engaging with Your Audience on Social Media
30:37 The Fulfillment of Helping Others
33:24 The Impact of Business Success on Personal Lives
34:36 Gaining Freedom Through Teamwork
37:36 Understanding Customer Pain Points
40:36 Flipping Adversity into Advantage
41:43 The Power of Daily Creation
45:00 Building a Strong Team
47:21 Going the Extra Mile for Success
49:34 The Importance of Personal Branding
52:30 Creating a Supportive Community
55:32 Long-Term Strategies for Business Growth
In this episode, I sit down with Roberto Monaco for a fun and insightful conversation all about the art of effective communication. We dive into why itâs so important to really understand your audience, how storytelling can create deeper connections, and how love and intentionality can completely transform the way we communicate. Roberto and I also talk about the evolution of video marketing, the value of personal growth, and how self-talk plays a big role in overcoming fear. He shares his journey in building Influencology and what makes his Influence from the Front class so powerfulâincluding the idea of collecting and using your own life stories to connect with others. We both encourage you to embrace your experiences and let your story be heard.
Episode Resources:
https://influencingfromthefront.com/
https://www.instagram.com/therobertomonaco/?hl=en
https://influenceology.com/
https://www.youtube.com/@InfluenceOlogy
Get Loan Team Training for YOUR Team: loanteamtraining.com
Watch my podcast on YouTube: https://youtu.be/sn7qtGFx9NA
Follow me on Instagram (https://www.instagram.com/itsireneduford/)
Follow me on LinkedIn (https://www.linkedin.com/in/ireneduford/)
Follow us on Facebook: (https://www.facebook.com/LoanTeamTraining)
Email: ireneandkevin@loanteamtraining.com
Episode Highlights:
00:00 The Art of Communication
03:13 Understanding Your Audience
05:54 One-to-One vs One-to-Many Presentations
09:12 The Evolution of Video Marketing
12:05 Influencology: A Journey of Passion
15:10 Influence from the Front: A Unique Experience
18:08 Intentional Parenting and Storytelling
20:59 The Importance of Continuous Learning
23:55 The Psychology of Communication
26:50 The Impact of Social Media on Communication
29:53 Training for Success
36:13 The Power of Communication Skills
39:34 Transforming Content into Experiences
42:55 The Heart of Communication
46:37 Collecting Life Stories
51:22 Embracing Your Unique Voice
55:54 Overcoming Fear in Public Speaking
01:01:42 Shifting Mindsets for Effective Communication
In this episode of Loan Officer Team Training, I have a special guest â my son, Kenny Duford! Kennyâs a loan partner, and we dive into the ins and outs of loan consultations and why having a dedicated loan partner can make all the difference for loan officers. We chat about his transition from banking to brokering, the importance of clear job descriptions, and how our WOW training program helps loan partners sharpen their skills. Kenny also shares his thoughts on creating a strong team culture, tackling call reluctance, and using checklists to keep the loan process running smoothly. Plus, we cover the power of building genuine client relationships and confidently asking for referrals. Itâs a great conversation filled with practical tips to help your loan team thrive!
If youâve enjoyed this episode please share it with your friends. If you havenât yet, +Follow the show to ensure you get every episode right away.
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Episode Highlights:
00:00 Introduction to Loan Consultation Dynamics
03:19 The Role of a Loan Partner
06:08 Transitioning from Banking to Brokerage
08:58 Defining Roles and Responsibilities
14:10 The WOW Training Overview
17:13 Building Team Culture and Communication
20:16 Overcoming Call Reluctance
22:53 Implementing Checklists for Success
26:04 Enhancing Client Relationships
28:57 Conclusion and Call to Action
In this episode of Loan Officer Team Training, I chat with Sophie Lapointe , mortgage broker and owner of Urban Pointe Lending. Sophie shares her inspiring journey in the mortgage industry and how sheâs built a strong, successful team. We talk about the importance of systems and automation, and how sheâs able to step away for personal vacations while her business runs smoothly. Sophie also opens up about her approach to social media marketing, maintaining a growth mindset, and the daily routines that keep her on track. Plus, we dive into the value of training and supporting your team, and why providing exceptional service to clients is always a top priority.
If youâve enjoyed this episode please share it with your friends. If you havenât yet, +Follow the show to ensure you get every episode right away.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Sophie on Instagram: https://www.instagram.com/sophie.loans/
Episode Highlights:
00:00 Introduction to Urban Pointe Lending
02:59 Team Dynamics and Structure
07:29 Vacation Planning and Team Management
09:27 The Importance of Systems and Automation
11:35 Leveraging Social Media for Business Growth
15:06 Adapting to New Marketing Strategies
18:17 Navigating the Changing Real Estate Landscape
23:17 The Power of Content Creation
25:21 Building Connections and Collaboration
29:07 Embracing Change and Growth
33:40 Mindset and Daily Routines
38:33 Learning and Development in Business
In this episode of the Loan Officer Team Training Podcast, I sit down with Kei Kullberg, a seasoned mortgage professional, to talk about his journey in the industry. We dive into the power of having solid systems and processes, how technology can boost efficiency, and why hiring the right people is key to building a strong team. Kei shares his thoughts on the value of a loan partner, effective marketing strategies (including video content), and the mindset shifts that help overcome fear and self-doubt. He also highlights the importance of self-awareness and delegation in achieving long-term success in the mortgage business.
If youâve enjoyed this episode please share it with your friends. If you havenât yet, +Follow the show to ensure you get every episode right away.
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Episode Resources:
Mel Robbins - The Let Them Theory - https://a.co/d/fdBQypU
Kei Kullberg on Instagram - https://www.instagram.com/kei_themortgageguy
Episode Highlights:
00:00 Introduction to Kei Kullberg
02:55 Kai's Journey in the Mortgage Business
05:25 The Importance of Systems and Processes
07:59 Tech Stack for Efficiency
10:28 Building a Successful Team
12:45 The Role of a Loan Partner
17:43 Marketing Strategies and Video Content
20:45 Mindset and Overcoming Fear
23:06 Personal Growth and Health
26:06 Final Thoughts and Resources
In this episode , I interview Spencer Stott, a seasoned Broker/Owner from Utah about the evolution of his team structure and the importance of having a fantastic reliable team in the mortgage business. Spencer shares his journey from working solo to building a successful team that allows him to enjoy more freedom and focus on relationship building. He discusses the roles within his team, the significance of training, and the mindset required for success. Our conversation emphasizes the value of investing in a team and the impact of accountability and a daily success plan to achieve business goals while having freedom to bring in more loans.
If youâve enjoyed this episode please share it with your friends. If you havenât yet, +Follow the show to ensure you get every episode right away.
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Episode Highlights:
00:00 Introduction to Team Dynamics in Mortgage Business
02:37 Evolution of Spencer's Team Structure
04:50 The Importance of Team Roles
07:23 Transitioning Team Members for Growth
09:52 Building Relationships Through Education
12:28 Champion Mindset and Daily Routines
21:03 The Power of Handwritten Notes
21:43 Daily Success Plan: Building Relationships
22:48 The Shift to Virtual Meetings
23:14 Accountability Through Virtual Assistance
26:12 Investing in Team and Growth
27:25 The Importance of Teamwork
29:59 Overcoming Financial Fears in Hiring
32:29 Transforming Costs into Investments
34:11 Finding Freedom Through Team Support
36:14 Navigating Market Challenges
38:00 Encouragement for Loan Officers
In this episode, I sit down with Tammy Saul to explore the mindset of success and the power of believing in yourself. Tammy shares her journey in the mortgage industry, overcoming cancer and how adopting the mantra, If somebody is doing it, why not me?, has fueled her growth and achievements. Weâll discuss overcoming self-doubt, setting big goals, and taking the necessary steps to reach them. If youâve ever wondered what it takes to break through barriers and achieve more, this conversation will inspire you to step up and go after what you want with confidence.
Episode Resources:
https://federalhillmortgage.com/tammy-saul/
The Compound Effect by Darren Hardy - https://store.darrenhardy.com/collections/frontpage/products/the-compound-effect
Episode Highlights:
00:00 Introduction to Tammy Saul's Journey
01:25 Overcoming Challenges: A Cancer Diagnosis
03:40 The Power of Commitment and Mindset
11:18 Daily Operations: Delegation and Team Dynamics
18:34 Referrals vs. Leads: A Strategic Approach
25:15 Finding Your Comfort Zone in Business
27:10 The Importance of Organization and Process
29:47 Navigating Hiring Challenges
31:21 Finding the Right Fit: Team Dynamics
33:13 Building a Strong Team Structure
35:23 Trusting Your Instincts in Hiring
37:00 Understanding Your Hiring Style
38:10 The Importance of Role Clarity
39:35 Mindset Matters: The Power of Self-Talk
40:05 The Law of Attraction in Business
43:13 Resilience in the Face of Rejection
46:52 Efficiency in Client Interactions
49:41 Teaching Values to the Next Generation
In this episode of Loan Officer Team Training, I talk with Richard Smith, owner & CEO of Remote Assistant Scout, about the importance of strong leadership in remote work environments, especially when it comes to hiring and managing virtual assistants. Richard and I dive into key topics like effective communication, building trust, creating a positive culture, and the step-by-step process of bringing virtual assistants onto your team. He also shares insights from his chapter in the book we co-authored- Leadership Matters, highlighting how great leadership can boost productivity and strengthen team dynamics.
If youâve enjoyed this episode please share it with your friends. If you havenât yet, +Follow the show to ensure you get every episode right away.
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Episode Resources:
https://remote-assistant-scout-1.phonesites.com
https://www.linkedin.com/in/rsmithcrown
Leadership Matters book: https://a.co/d/09PZVj7
https://leadershipmatters.us
https://aneedwefeed.org
Show Highlights:
00:00 - Leadership Matters
01:45 - Leading Remotely
02:55 - Work Less, Grow More
05:05 - Clarity and Consistency in Communication
08:05 - Fostering Trust Virtually
16:15 - Building Culture with a Remote Team
18:35 - Managing Time Zone Differences
21:20 - Remote Assistance Scout
23:40 - Managing Without Micromanaging
In this solo episode of Loan Officer Team Training, I break down what truly separates a good Loan Officer Team from a GREAT one. Weâll explore the key habits, that elevate top performers in the industry. Today, I share actionable tips to help you take your career to the next level. Whether youâre just starting out or striving to improve, this episode will provide valuable insights to help you stand out as a great loan officer who consistently delivers exceptional results.
If youâve enjoyed this episode please share it with your friends. If you havenât yet, +Follow the show to ensure you get every episode right away.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Watch my Podcast on YouTube
Follow me on Instagram
Follow me on LinkedIn
Follow me on Facebook
Email: ireneandkevin@loanteamtraining.com
Show Highlights:
00:00 - What TRULY Sets Us Apart
00:40 - Same Way Every Time
01:23 - The Power of Checklists
02:10 - Follow Up
02:55 - Use the Phone
03:55 - Learning to Listen
07:35 - The Words We Use Matter
09:10 - The Value of Handwritten Notes
10:25 - Say Thank You to Your Clients & Partners
In this special "Masterclass Compilation" episode of Loan Officer Team Training, Iâve gathered some powerful and insightful moments from my conversations with four exceptional performers in their fields: RJ Baxter, Hamilton Lao, Chelsea Gardner & Kevin Brierton. I am thankful to call each one of these guests a friend and have had the good fortune to coach and or work with them over the years. Their experience and advice is applicable across industries, but for Loan Officers & their teams working in a difficult market they are invaluable. Whether you're new to the series or looking to revisit key lessons, this episode offers a concentrated dose of wisdom that can elevate your career and personal growth. Tune in to learn from the best and take your skills to the next level!
If youâve enjoyed this episode please share it with your friends. If you havenât yet, +Follow the show to ensure you get every episode right away.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Episode Highlights:
From âDiscovering You ARE Good Enough with RJ Baxterâ episode 20
00:00 - RJâs experience as a Freedom Club âBeta Testâ member
02:15 - âI remember seeing a significant increase in business in just the first 90 daysâ
04:15 - What were RJâs early goals when he started coaching
06:05 - RJâs Podcast - Real Estate Agent Superstars
06:50 - RJâs Team
08:30 - Defining the ROLE
12:10 - The impact of WOW Team Training for RJâs Loan partner
From âTurning Rejection into Relationships with Hamilton Laoâ episode 35
13:30 - Putting people in a place where they can help people
17:30 - An Agent Calling Machine
18:10 - The No-Laptop vacation
20:30 - Getting the RIGHT Help
From âMotivation For Marketing with Chelsea Gardnerâ episode 47
23:20 - How Loan Officers Get Serious About Social
25:40 - How to Use AI in Your Voice
27:15 - The AI Prompt Handbook
27:40 - Time Blocking
From âNo Excuses with Kevin Briertonâ episode 54
29:30 - Mindset Starts in the Morning Routine
33:25 - Morning Media
36:30 - Self Talk is for More than Just Yourself
In this special bonus episode, Iâm sharing a recent discussion I was invited to join with on the Laugh, Lend & Eat Podcast! Host Fobby Naghmi and co-host Ginger Bell invited in guests Joe Wilson, Founder & CEO of SocialCoach, Don Hastings, Founder of Senior Solutions Today, and me, Irene Duford, Founder of Loan Team Training. We dive into the importance of leadership, mentorship, and the power of listening. Each guest brings their unique experience to the table, discussing how leadership is a journey filled with challenges, adaptability, and the constant need for personal development.
If youâve enjoyed this episode please share it with your friends. If you havenât yet, +Follow the show to ensure you get every episode right away.
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Episode Highlights
00:00 Introduction to Leadership Matters
03:30 The Journey of Writing a Book
06:25 Personal Stories of Leadership
09:35 The Importance of Humility in Leadership
12:15 Self-Leadership and Personal Development
15:25 Navigating Failure and Adaptability
19:50 The Role of Mentorship in Leadership
24:15 Building Relationships and Trust
27:10 The Power of Listening as a Leader
30:25 Reflections on Writing and Growth
34:00 Conclusion and Final Thoughts
Purchase copies of the book here: https://leadershipmatters.us/ to support the Leadership Matters Book and Project.
In this episode of Loan Officer Team Training, Iâm joined by Mike Hajjar to explore the power of educating clients and how it can transform your business. Mike shares his insights on why taking the time to educate clients about the loan process not only builds trust but also empowers them to make informed decisions. Weâll discuss practical strategies for clear communication, simplifying complex topics, and creating a better client experience. Whether youâre a loan officer or in any client-facing role, this episode will inspire you to embrace education as a key tool for building stronger relationships and achieving long-term success.
If youâve enjoyed this episode please share it with your friends. If you havenât yet, +Follow the show to ensure you get every episode right away.
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Show Highlights:
00:00 - Introduction
01:30 - Mikeâs Business
05:25 - #1 Purchase Branch
07:40 - What the Heck is a HECM Loan?
13:40 - The Power of Educating Clients
17:25 - Overcoming Imposter Syndrome
21:40 - Become a Student
31:40 - Setting up Systems for Success
34:15 - Same Way Every Time SWET
35:40 - LoanTeamTraining.com
In this solo episode, I share a presentation I gave at the 50th Annual NAMB event, where I dive into the transformative power of positive self-talk and how it can help you re-wire your mental programming for success. Drawing on both personal experience and research, Iâll explain how the thoughts we repeat to ourselves shape our mindset, performance, and overall well-being. Iâll share practical techniques for shifting negative self-talk into empowering, positive affirmations that can boost confidence and resilience. Whether youâre looking to overcome self-doubt or simply strengthen your mindset, this episode offers actionable steps to help you harness the power of positive self-talk and unlock your full potential.
If you gained something valuable from this episode, I'd appreciate it if you would share it with your colleagues and friends in the mortgage industry who could benefit. If youâre not already, follow the show to ensure you get every episode right away!
Let me know what you thought and/or what topics I should go deeper on in my next episode!
LoanOfficerTeamTraining #LoanTeamTraining #selftalk #mentalprogram
Get Loan Team Training for YOUR Team: loanteamtraining.com
Episode Highlights:
00:00 - Introduction
02:00 - Giving You the Tools for Success
03:50 - How to Stop Worrying & Start Living by Dale Carnegie
04:30 - What to Say When You Talk To Yourself
05:00 - The Cost of Negativity
06:00 - Your Programming
08:55 - Baby Sister
10:45 - Dealing With Bad Programming
14:10 - Your Programs Will Fight Back
16:05 - Spreading the Language of Success in Your Team
16:55 - LOSelfTalk.com
18:00 - Your Thoughts Drive Emotions, Emotions Drive Your Actions, Actions Drive Results
19:50 - Itâs Learning a New Language
20:10 - Self Talk+
22:45 - The Pain of Regret or the Pride of Action
23:45 - Self Talk Makes Dreams Come True
27:25 - Loan Team Training
33:20 - A Self Talk Legacy
In this episode, Iâm joined by Jing Ren to discuss the intricacies of the hiring process and what it takes to build a successful team. Jing shares her journey of hiring, from identifying the right candidates to fostering an environment where new team members can thrive. Weâll explore the challenges, lessons learned, and key strategies for attracting and retaining top talent. Whether youâre expanding your team or refining your hiring practices, this episode provides practical insights to help you navigate the journey of hiring with confidence and clarity.
If you gained something valuable from this episode, I'd appreciate it if you would share it with your colleagues and friends in the mortgage industry who could benefit.
Let me know what you thought and/or what topics I should go deeper on in my next episode!
LoanOfficerTeamTraining #LoanTeamTraining #JingRen #hiring
Get Loan Team Training for YOUR Team: loanteamtraining.com
Episode Highlights:
00:00 - Introduction
01:40 - Jingâs Mortgage Origins
03:55 - Training the Staff
05:00 - DISC Personality
05:50 - The Discomfort of Team Leadership
11:20 - The Power of a Positive Culture
13:50 - The Journey of Hiring
17:50 - Jingâs Team
26:30 - Jingâs Loan Partners
27:20 - Maintaining Culture with Remote Work
30:20 - Learning to Let Go
35:05 - Training Loan Partners to Support the Loan Officer
39:35 - The Power of a Trainer
40:45 - Dr. Butler Script
44:50 - âThey Had All the Answersâ
In this episode of Loan Officer Team Training, I sit down with Alyson Rixner to talk about the NAR changes that are affecting homebuyers, sellers, Mortgage Officers and Real Estate Agents. But more broadly, we discuss the core value that drives her work, especially in times of trial or changes: being a helper.
Alyson shares how this mindset shapes her approach to leadership, team building, and client relationships, and how it can make a profound impact in the mortgage industry. Weâll discuss the importance of empathy, service, and genuinely caring for others as key elements in creating long-lasting success. Whether youâre leading a team or working directly with clients, this conversation will inspire you to embrace the role of a helper in everything you do.
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Connect with Alyson and her team: https://orlickigroup.com/
Show Highlights:
00:00 - Introduction
01:45 - The Questions We Now Need to Ask
05:40 - When to Ask
07:15 - Educating the Homebuyer
10:15 - Compensation and Concessions are Different
13:15 - Thinking in Advance
14:30 - Sharing a Divorce Attorney
16:25 - Itâs Harder to Do Our Jobs Now
17:35 - Helping Referral Partners Navigate This
19:50 - Align with the Right People
21:15 - Weâre Here to Be Helpers
In this episode, Iâm joined by Hamilton Lao, Business Development Rep for the Jing Mortgage Team, to explore how heâs turned âcall reluctanceâ to âcall acceptanceâ and is helping people everyday by building relationships.
Hamilton shares his approach to building relationships and discovering the unique stories behind every client and colleague he meets. Weâll dive into his role on the team, the skills that make him successful, and how seeing the fascinating side of people can open doors in business and beyond. Whether you're looking to strengthen your networking game or better understand the human side of your work, this episode offers valuable insights into connecting with others on a deeper level.
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry or anyone you know who can benefit from this information. Visit LoanTeamTraining.com for more.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Episode Highlights:
00:00 - Introducing Hamilton
02:25 - Disproving Limiting Beliefs
03:10 - Hamiltonâs Story
05:45 - Humans of New York
06:25 - Everybody is Fascinating
08:25 - Students of Success
11:10 - Relying on Tact
13:20 - The Power of Emotional Intelligence
16:05 - Hamilton the Teacher
19:10 - A Partner that Sees More in You
21:05 - A Supportive Spouse
23:45 - Everything Can Be Answered with Love
28:45 - The Law of Reciprocation
31:10 - Focusing on the Helpful
32:30 - Helping Those that Need Help
36:40 - Cold Calling
38:40 - Always Developing Ourselves
39:45 - Creating a WOW Experience
41:15 - Working Through Call Reluctance
46:20 - Cold Calling Real Estate Professionals
48:00 - Be Yourself
49:30 - Business Development Rep
52:15 - Always Preparing
54:30 - Planting Seeds
58:10 - The Human Component
01:00:00 - Connect with Hamilton
Connect with Hamilton & his team: https://www.facebook.com/jingsmortgageteam
In this special "Masterclass Compilation" episode of Loan Officer Team Training, Iâve gathered some of the most powerful and insightful moments from my conversations with four exceptional experts: RenĂ© Rodriguez, Tyler Osby, Alyson Rixner, and Dr. Shad Helmstetter. Each segment is packed with actionable advice and strategies, covering topics like effective communication, mindset mastery, leadership, and personal development. Whether you're new to the series or looking to revisit key lessons, this episode offers a concentrated dose of wisdom that can elevate your career and personal growth. Tune in to learn from the best and take your skills to the next level!
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry or anyone you know who can benefit from this information. Visit LoanTeamTraining.com for more.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Episode Highlights:
00:00 - Introduction
From âThinking in the Language of Success with Dr. Shad Helmstetterâ Episode 14
01:30 - Lessons from the Nursery - No one is born to fail
03:20 - The Success/Failure Imagination Experiment
07:00 - Ireneâs Fatherâs story
08:30 - Parenting with self-talk
From âThe Process Will Support You with Alyson Rixnerâ Episode 33
11:00 - Your Process Needs to Support Your Business Model
14:25 - Start With Why by Simon Sinek
15:15 - The Process Reflects YOU!
18:30 - Create. Test. Iterate! Your Process is Organic
From âUnlocking Your Own Purpose with RenĂ© Rodriguezâ Episode 10
20:20 - What drives René Rodriguez? Having an impact on people
23:20 - Habits that René uses to make success not just possible but doable
24:45 - âItâs not about the content, itâs the application that mattersâ
26:25 - âWeâre shaped in the difficult times.â
From âHow âBecause I Wanted Toâ Became Enough with Tyler Osbyâ Episode 29
31:00 - The Power of a Positive attitude in the workplace
36:00 - How âBecause I Want Toâ Became Enough
In this episode, I sit down with Ginger Bell to discuss the profound impact of using video to share knowledge and build a lasting legacy. Ginger and I explore how Loan Officers, Real Estate Agents, and professionals across industries can harness the power of video to educate, inspire, and connect with their audience and client base. We'll share practical tips for creating engaging content, overcoming the fear of being on camera, and using video as a tool to preserve and pass on your expertise.
Whether you're looking to enhance your personal brand or leave a meaningful legacy, this episode is packed with valuable insights to help you make a lasting impression.
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry or anyone you know who can benefit from this information. Visit LoanTeamTraining.com for more.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Episode Highlights:
00:30 - Meet Ginger Bell
01:00 - EduMarketing
03:15 - Podcasts
05:10 - Book Publication
12:00 - Action Conquers Fear
18:30 - It Doesnât Always Have To Be About Mortgages
22:30 - Ireneâs History with Video
25:50 - Passing on Your Knowledge
30:20 - Get Your Story Out There
32:00 - Video is the New Public Speaking
32:45 - Weâre So Hard On Ourselves
Connect with Ginger and her team: https://www.edumarketing.com
In this special episode of Loan Officer Team Training, Iâm joined by my grandson, Aaron Christensen, to discuss Harmonies of Hope, an inspiring charity fundraising event benefiting the Grief Center of New Mexico. Aaron shares the heartfelt mission behind the event, which aims to provide support and resources to those coping with loss. We'll delve into the details of the event, including the powerful stories of those who have been helped by the center, and how music and community play a vital role in healing. Join us for an uplifting conversation about making a difference, the importance of compassionate support, and how you can get involved in this meaningful cause.
To join the mission of Harmonies of Hope by making a donation or buying a ticket to the August 17th event visit this link: HarmoniesofHope.info
00:25 - A Special Program
01:00 - Harmonies of Hope
02:05 - The Grief Center
05:00 - Connecting with the Community
07:25 - Aiding Those in the Grieving People
09:20 - The Harmonies of Hope 2024 Event
10:40 - An Ambitious Goal
11:20 - A Preview of The Event
12:10 - How To Get Involved
16:00 - Join in the Giving
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Episode Resources:
GriefNM.org
HarmoniesofHope.info
In this heartfelt episode, I share the incredible story of Dr. Russell Teames, the man I genuinely credit for saving my quality of life and who just might save yours as well. We explore his groundbreaking work, his approach to patient care, and the lessons I've learned from my personal experience with him. Dr. Teames discusses his innovative techniques and the importance of holistic health in our high-stress industry. This episode is not just about my journey; it's about the transformative power of exceptional care and how prioritizing your health can lead to professional and personal success for you or anyone. Tune in for an inspiring and potentially life-changing conversation.
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry or anyone you know who can benefit from this information. Visit LoanTeamTraining.com for more.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Episode Highlights:
00:25 - Not Your Typical Episode
01:20 - A Personal Trainer For the Brain
06:30 - Stress Management
08:15 - Working with Dr. Teames
11:05 - How Irene Found Dr. Teames
14:05 - Using Tomorrowâs Energy Today
17:25 - âI Will Not Work Like I Did Beforeâ
18:45 - Repairing a Pinched Nerve
25:25 - Committing to Not Push Yourself
28:15 - What Can You Do To Help Yourself
34:50 - Connect with Dr. Teames
37:25 - Dr. Teames World Class Team
39:40 - The Neuro Reset Podcast
Episode Resources:
https://desertbrainandspine.com
Negative Self Talk and How to Change it by Dr. Shad Helmstetter - https://a.co/d/h9n7Vfn
In this solo episode, I delve into "The Five Languages of Appreciation in the Workplace" and how understanding and implementing them can transform your team's dynamics. Drawing from the popular book, I explain each language of appreciationâwords of affirmation, acts of service, tangible gifts, quality time, and physical touchâand provide practical examples of how to apply them in a professional setting. By recognizing and valuing your team's unique preferences for appreciation, you can boost morale, enhance productivity, and create a more cohesive and motivated work environment. Join me as I share actionable insights to foster a culture of appreciation that drives success.
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Get Loan Team Training for YOUR Team: loanteamtraining.com
00:30 - The Five Languages of Appreciation in the Workplace
01:30 - Why This Matters for Business
02:45 - Words of Affirmation
05:55 - Quality Time
08:50 - Acts of Service
12:55 - Tangible Gifts
15:55 - Physical Touch
16:30 - Using the Action Checklist
22:35 - Shop.AppreciationAtWork.com
23:10 - A Personal Realization
25:25 - The Five Love Languages
The Five Languages of Appreciation: https://a.co/d/aoN2awD
The Five Love Languages: How to Express Heartfelt Commitment to Your Mate https://a.co/d/04iQ0qT4
In this episode, I have an enlightening conversation with Youssef Abdelhalim about thriving in the ever-changing, cyclical loan industry. Youssef brings his wealth of knowledge and experience to discuss strategies for staying resilient and adaptable through market fluctuations. Weâll cover how to get out of a downward emotional spiral, build systems and processes that make fans out of your clients and bring in referral business no matter what the market is doing. Tune in to gain practical tips and insights that will help you navigate the industryâs ups and downs, ensuring long-term success for you and your team.
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Get Loan Team Training for YOUR Team: loanteamtraining.com
00:15 - Meet Youssef
03:15 - Handling the Shift in the Market
05:30 - Getting Out of the Woe is Me Phase
08:00 - The Loan Strategy Call
09:25 - The Cyclical Nature of the Loan Industry
13:15 - What Youssef Does to Bring In More Business
18:30 - Handwritten Notes
21:30 - Get Comfortable with Being Uncomfortable
26:15 - The Power of Positivity
30:50 - Youssefâs Audacious Goal
35:25 - Self Talk
In this episode of Loan Officer Team Training, I guide you through the crucial steps of hiring a great loan partner. Drawing from my extensive experience, I'll share the key qualities to look for, effective interview techniques, and tips for creating an onboarding process that sets your new team member up for success. Whether you're hiring your first loan partner or looking to refine your hiring strategy, this episode offers valuable insights and practical advice to help you find and retain top talent, ensuring your team's success and growth.
Donât miss the resource lists I mention, leave us a comment at LoanTeamTraining.com with your email address!
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Get Loan Team Training for YOUR Team: loanteamtraining.com
00:15 - Listen to Episode 57 If You Missed It
00:35 - Define the Job Description
01:50 - Know Exactly Who Youâre Looking For
05:15 - Video Advertisement
05:50 - Hiring Resource List
06:20 - WiseHire
07:00 - The Interview Process
07:55 - Asking for Business
11:00 - Testing the Loan Partner
13:05 - The Filter Questions
14:50 - List of Hiring Questions to Ask
15:35 - Testing is a Necessity
16:25 - Finalists
17:15 - AppreciationAtWork.com
18:10 - The Five Languages of Appreciation in the Workplace by Gary Chapman
& Paul White
The Five Languages of Appreciation: https://a.co/d/aoN2awD
In this episode, I sit down with Glen Geraci to explore the powerful impact of consistency on achieving success in the mortgage industry, and beyond. Glen shares his expert insights and personal experiences on how maintaining consistent habits, practices, and communication can drive your team toward excellence. We'll discuss actionable strategies to develop and sustain consistency in your daily operations, ensuring long-term growth and success. Tune in to discover how embracing consistency can transform your team's performance and elevate your business to new heights.
01:35 - Glennâs Mindset Pre Coaching
03:25 - Overcoming Call Reluctance
04:35 - Call Stars
06:10 - Itâs Not About You
08:15 - Thoughts Create Emotions, Emotions Create Actions
09:50 - Family Influences
12:00 - Glennâs Growth
15:55 - Itâs Step by Step
19:55 - Self-Talk
24:45 - The Speed Will Come When You Have the Consistency
25:10 - Glennâs Whyâs
28:45 - AIâs Impact
30:00 - Everyone Has Their Own Superpower
33:55 - WOW Training
35:15 - The Daily Success Plan
âIn America you can do just about anything you want to do (for a career), so you should love what you do!â
Today's guest has had a profound impact on me and my family, and Iâm excited to have him on the show. Roberto Monaco is an educator, coach, public speaker and a friend whoâs got so much to share with each of you.
We open up with the event that brought us together and changed how love is at the center of everything Roberto does, and how Roberto overcomes his own limiting beliefs.
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Find Robertoâs InfluenceOlogy: https://www.influenceology.com/
00:45 - The event that changed Ireneâs life (and introduced her to Roberto)
01:55 - What is Influenceology?
05:33 - When did Roberto know that he wanted to teach people how to influence for good?
06:55 - Roberto sets a goal to work for Tony Robbins
10:00 - Why love is at the center of everything Roberto does
14:33 - become a great leader, your goals have to be beyond your own pocketbook
16:50 - Love is the answer to every question
18:30 - difference between being perfect & being awesome
20:29 - How Roberto overcomes limiting beliefs
23:45 - Robertoâs self-talk routine
25:30 - best leaders are also students
26:00 - How has having a team made a difference
30:00 - Robertoâs thoughts on Loan Team Training
33:30 - You canât communicate in the same way to different people
36:05 - If Roberto could do it over again, what would he do differently?
38:28 - What is Roberto excited to be working on right now?
40:40 - Words of encouragement for business owners
In this episode, I'm joined by my son, Kenny Duford, to delve into the essentials of building a successful loan team. We'll share insights on the key roles that make up an effective team, how to ensure seamless communication and collaboration, and the strategies we've implemented to foster a culture of excellence. Whether you're just starting to build your team or looking to refine your current structure, this episode is packed with practical tips and real-world examples to help you create a powerhouse team that delivers outstanding results.
00:40 - Structuring a Loan Team
03:45 - The Evolving Role of a Loan Partner
05:45 - Building Job Boundaries
07:05 - Building Trust with Your Team
08:30 - The Next Step in the Process
11:30 - The Processor
12:30 - The Benefit of a Full Team
19:10 - Treating Every Client with the Same Care
22:10 - You Canât Hide Behind Emails
23:50 - The Cost of a Smaller Team
26:05 - The Investment of Buying Your Time
29:50 - Contact Irene or Kevin
30:30 - Client Conversion Training
To ask questions, email us irene@loanteamtraining.com or kenny@loanteamtraining.com
And see all of our classes here https://www.loanteamtraining.com
In this exciting episode, I have the pleasure of hosting the incredible Valerie Saunders for a chat. We delve into the inner workings of the National Association of Mortgage Brokers, Valerie gives us an insider's perspective, sharing her experiences and insights with warmth and candor. We discuss the mission of NAMB, its impact on the industry, and the opportunities it offers for professional growth. It was a truly enlightening conversation, and I'm confident that our listeners gained a great deal of knowledge about this important organization. Remember, it's all about learning, growing, and succeeding together!
Show Resources:
NAMB.org
Show Highlights:
00:30 - Focus 2024
01:50 - NAMB National 2024
03:30 - Barry Habib
04:45 - âLists are Just Ways to Put Things Offâ
05:45 - Having a Solid Team
06:30 - NAMB Legislative Agenda
10:15 - The Behind the Scenes Work is Getting Done
13:50 - How to Get Involved
17:20 - A Community Builders Committee
19:30 - NAMBPAC
22:25 - Who Can Join NAMB
25:50 - Strategic Sponsors
31:00 - Certification Opportunities
33:15 - Connect with Valerie
In this episode, weâve got a fantastic episode for you! My guest is the amazing Michelle Berman, who's been doing wonders helping mortgage officers and real estate agents grow their brands using Instagram. We sit down and dive into Michelle's courses, where she shares her secret sauce on how to leverage the power of Instagram to its fullest. Michelle is a true guru in this field, and her insights are invaluable for anyone looking to give their business a boost. So, get ready to take notes and level up your Instagram game. Trust me, you won't want to miss this one!
Show Resources:
Michelle on Instagram - https://www.instagram.com/bermanmediasocial/
BermanMediaPD.com
Show Highlights:
00:30 - Meet Michelle Berman
04:00 - Beyond The Methodâąïž
08:40 - Why Instagram
13:35 - Everyone with Success Has a Story
19:30 - Avoiding the Disconnect
22:00 - Good to Great by Jim Collins
26:00 - The Beyond The Methodâąïž Engagement Tracker
27:50 - Using Instagram to Grow Your Business
36:15 - Upcoming Webinars
38:45 - Connect with Michelle
Welcome everyone to another exciting episode of Loan Officer Team Training! Today, we're thrilled to have the insightful Kevin Brierton with us. In this episode, Kevin shares his wealth of knowledge on overcoming obstacles in the loan industry. In the end, itâs about more than mortgage though, itâs all about personal growth. So grab your notepads, because there's no excuse for not being prepared to learn something new today! Let's dive in and empower ourselves with knowledge, together.
Show Resources:
Kevin Brierton-Neo Home Loans
https://kevinbrierton.com/
Kevin's Podcast: https://podcasts.apple.com/us/podcast/no-excuse-pro-podcast/id1715406548
Show Highlights:
01:00 - Meet Kevin Brierton
04:15 - Mindset Starts in the Morning Routine
08:00 - Morning Media
10:15 - Self Talk is for More than Just Yourself
16:40 - Ask Questions
18:25 - Itâs Not Too Late for Intentionality
23:30 - Fear Isnât Real
25:40 - No Excuse Pro Podcast
28:45 - 3 Keys to Ending Anxiety as a Mortgage Officer
33:00 - The Power of a Handwritten Note
37:50 - The No Excuse Pro Podcast Origin
43:30 - Itâs About Personal Growth
44:30 - Helping Set Better Habits
In this episode of "Loan Officer Team Training," I have a super exciting chat with Luke from Angel AI. We dive deep into the incredible world of data and how it's transforming the mortgage industry and beyond. Luke shares the story behind Angel AI and how it is helping us serve our customers and clients better through the power of data. We also discuss whatâs next for this exceptional tool for Real Estate agents and other businesses across industries. So, buckle up for this data-driven ride, because it's going to be a game-changer!
Show Resources:
https://angelai.com/
Show Highlights:
00:25 - About Luke
01:55 - What is Angel AI
02:30 - Who Angel AI is For?
06:25 - How Real Estate Agents are Using Angel AI
08:15 - How Smart is Angel AI
10:00 - How Old is Angel AI
11:40 - The Future of Angel AI
13:45 - Obstacles to Adopt a Service like Angel AI
16:45 - The Power of the Data
21:00 - AI is Nothing to Be Scared Of
24:25 - Do Not Be Left Behind
28:35 - Connect with Luke
30:50 - Loan Officer Team Training
In our latest episode, I had a great chat with the amazing Robert Fillyaw. Robert generously gave us an inside look at how his own team operates, sharing the systems and processes they've built to consistently succeed at a high level, even as they continue to grow. If you're looking to create a robust plan and implement effective processes in your own team, this episode is a must-listen. Robert's insights are sure to inspire and guide you on your journey to success.
Show Resources:
TalkToTheTrainers.com
Connect with Robert
rfillyaw@hmamortgage.com
352-665-1302
Show Highlights:
00:45 - The Gamechanger for Robert Fillyawâs Business
02:45 - Logistics Specialist Fillyaw
04:45 - Making a Map Forward
07:30 - Putting Dates On Your Plans
11:20 - Acts of Freedom
16:00 - Shared Loan Partners
20:00 - The Fillyaw Fantastic File Flow
22:25 - Taking Process Management Away from Loan Officers
24:25 - HMA Mortgage
27:30 - Thatâs What Success Is
29:00 - Having a Team that Frees You Up
30:35 - Surrounding Yourself with the Right People
In our latest episode, I had the pleasure of chatting with the incredible Tammy Schneider. Tammy brings a wealth of experience to the table, and she shared her insights on how you, as a Loan Officer, can go from making your first hire to building out a full team. We're talking about creating the exact business and legacy YOU want, not just following someone else's idea of success. Tammy's advice is all about making your dreams a reality, so tune in for a conversation that's sure to help you take your team to the next level.
Show Resources:
TalkToTheTrainers.com
The One Thing: https://a.co/d/7WwULWQ
The E-Myth Revisited: https://a.co/d/3kLtXG0
The Ideal Team Player: https://a.co/d/9TU2Hcv
Show Highlights:
00:50 - Who is Tammy Schneider
01:30 - First, Know What You Want
02:45 - Realize You Canât Do It Alone
05:00 - This Is Your Own Journey
07:15 - Gary Kellerâs âThe One Thingâ
08:20 - Michael Gerberâs âThe E-Myth Revisitedâ
09:15 - What are You Really Good At, What Do You Love, What Do You Want to Accomplish
10:45 - You Can Have It, Eventually
11:50 - What Do I Take Off My Plate Immediately
13:20 - Everything is Hire-Outable
15:30 - Building a Legacy Takes Time
21:45 - Look for Role Models/Examples
22:25 - Who Are the Players Iâll Need to Accomplish This
23:35 - Building From Here to There
25:10 - Becoming a True Business Owner
26:25 - Be Honest with People Up Front
27:20 - Patrick Lencioni - The Ideal Team Player
27:40 - The DISC Profile
32:25 - Mapping it All Out
33:55 - How Can I Afford that First Hire
36:05 - Sharing Your Vision
In this episode host Irene Duford engages in a riveting conversation with guest Jen Conley. The pair delve into the common pitfalls that Loan Officers encounter, particularly the tendency to make inappropriate comparisons and overlook core business fundamentals. Jen highlights the importance of grounding decisions in factual data rather than personal feelings, a strategy that can help Loan Officers sustain and even expand their business amidst challenging market conditions. This insightful discussion offers valuable advice for professionals looking to navigate the complexities of the loan industry.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Show Highlights:
01:00 - Helping Loan Officers Succeed
03:00 - Tracking Leads AND Conversions
05:00 - Defining a Braindump
06:15 - Reasons Youâre NOT Meeting Your Goals
09:00 - Theyâre Not Thinking About You, But They Like to Be Thought Of
13:10 - Overcoming Contention
14:15 - You Donât Need Them All
16:30 - People are People
19:45 - Theyâre Not Referrals, Theyâre Families
22:15 - Holding Them (And Yourself) Accountable
24:00 - Doing the Fundamentals
25:20 - Focus on the Facts, Not Your Feelings
29:30 - The Right Comparisons
32:30 - Donât Let Yourself Forget What Worked
34:30 - Itâs All About Implementation
In the episode of Loan Officer Team Training, host Irene Duford, along with guest Kenneth Duford, delve into practical strategies for loan officers to optimize their teams and partnerships. The discussion focuses on the importance of consistency in business operations, with an emphasis on the application of checklists to ensure that things happen the same way every time!
The duo also underscore the significance of fostering strong relationships not only within the team but also with clients and real estate agents. This episode provides loan officers with actionable insights into enhancing their practices and maximizing their impact through others.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Motivation by Appreciation Inventory to know each team member's Language of Appreciation:
https://shop.appreciationatwork.com/products/the-mba-inventory-basic-2019
Show highlights:
00:25 - Introducing Kenneth and His Role
01:00 - You Have to Have Really Good Help
01:50 - The Loan Officer is Too Involved
05:00 - Building Team Culture
06:20 - Understanding The Loan Teamâs Roles
08:30 - How Can We Be Better
09:45 - Mindset Matters
13:15 - Efficient Loan Processes
18:45 - Verifying Daily Priorities
20:30 - Checklists are Everything
22:00 - The Pilotâs Story
24:15 - Words Are Very Powerful
26:20 - Selling the Power of Your Loan Team
27:20 - Asking For Referrals
30:35 - Learning How to Make the Calls!
33:00 - The Power of Listening
34:25 - Motivation by Appreciation Inventory
36:00 - A Communication Course, with Processes
37:30 - We Call It WOW Training on Purpose
In this insightful episode of the Loan Officer Team Training Podcast, host Irene Duford is joined by special guest, Ginger Bell, an acclaimed entrepreneur and marketing expert. We delve into Gingerâs innovative theory of edu-marketing. Ginger shares her journey of building a successful company focused on helping business owners implement this unique marketing strategy. Listeners can look forward to gaining a deeper understanding of how to leverage edu-marketing to highlight the solutions their businesses offer as opposed to just their services, ultimately driving growth and customer engagement.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Loan Team Training is Powered by The Mortgage Marketing Animals
Show highlights:
00:20 - Welcome Ginger Bell
01:20 - Gingerâs Mortgage Origin
03:20 - EduMarketing
05:05 - How to Use AI
10:00 - Learning AI with Ginger
14:10 - Overcoming Privacy Concerns with AI
15:50 - Overcoming Scarcity Mentality
17:50 - Taking Action with Video Creation
22:30 - Selling the Problems You Solve, Not the Services You Sell
28:15 - Have a PlanâŠand Implement It Consistently
32:35 - Tightening the Right Budgets
35:15 - Loan Team Training
37:00 - Always Giving Value
38:45 - EduMarketing in the Mortgage Industry
41:30 - Working with Ginger
https://www.edumarketing.com
AI Prompt Handbook-Unlock the Secrets of Levering AI in your Marketing
by Ginger Bell, Chelsea Gardner and Toni Taylor Gozza: https://a.co/d/ghqS92j
In this episode, we dive into the world of marketing with special guest Chelsea Gardner. Join Irene and Chelsea as they explore Chelsea's successful marketing business and share valuable tips for business owners looking to expand their presence on social media. From effective strategies to engaging content, this episode is packed with actionable advice to help you grow your business online. Tune in to gain valuable insights and take your social media game to the next level.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Loan Team Training is Powered by The Mortgage Marketing Animals
Show highlights:
00:30 - It All Started in a Pet Shop
02:45 - Focusing Your Social Effort
04:10 - How Loan Officers Get Serious About Social
06:40 - How to Use AI in Your Voice
08:05 - The AI Prompt Handbook
08:25 - Time Blocking
12:55 - Fostering a Successful Mindset
14:30 - Journaling
16:50 - SelfTalkPlus.com
18:00 - Perseverance
20:00 - Working Through Fear
21:40 - Targeting Your Social Content
24:05 - Why Chelsea Gardner Marketing
26:00 - Encouragement for Business Owners
27:05 - Connect with Chelsea
Loan Officer Team Training Podcast Episode #14
"Thinking in the Language of Success" with Dr. Shad Helmstetter
https://podcasts.apple.com/us/podcast/loan-officer-team-training-with-irene-duford/id1649790320?i=1000599535376
Chelsea Gardner Marketing: https://chelseagardner.com
AI Prompt Handbook-Unlock the Secrets of Levering AI in your Marketing
by Ginger Bell, Chelsea Gardner and Toni Taylor Gozza: https://a.co/d/ghqS92j
Chelsea's Instagram: "@TheChelseaGardner" https://www.instagram.com/thechelseagardner/
In this episode of the Loan Officer Team Training podcast, host Irene Duford is joined by guest Alyson Rixner to dive into their goal setting for 2024. Together, they emphasize the power of choosing your focus and outlook for the new year. With their expertise in the industry, Irene and Alyson discuss practical strategies to set attainable goals and motivate listeners to make the most of the opportunities ahead. If you're looking for inspiration and guidance on setting your own goals, this episode is a must-listen.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Loan Team Training is Powered by The Mortgage Marketing Animals
Show highlights:
01:10 - The Energy of 2024
02:30 - The Space Between Podcast
06:15 - What Excites Alyson in 2024
09:45 - Alysonâs Personal Goals Process
10:55 - Challenging the Team for the New Year
11:30 - Looking Forward
14:00 - Finding Your Action Steps
18:45 - Celebrating Wins
21:40 - The Word of the Year - âBalanceâ
24:25 - Visualizing What You Want
26:55 - Reflecting in YOUR Way
30:50 - âI donât want that time to impact how I feel about nowâ
32:25 - 2024 is Going to Be a Great Year
34:45 - Itâs EVEN More Important to Connect With People
36:15 - WE Get to Choose
âThe Money Comes With The Job When You Do The Right Thingsâ
In this episode of Loan Officer Team Training, hosted by Irene Duford with special guest Devin Dubuc, the focus is on "Leading More People with Passion." Devin shares his personal journey to mortgage team leadership, highlighting the importance of positivity and the positive impact your actions can and do have on others. The discussion revolves around how our everyday actions and habits can lead to significant results. Listeners gain insights into actionable strategies for effective leadership and learn how cultivating daily habits can pave the way for long-term success in the mortgage industry.
01:50 - Devinâs Mortgage Origin
04:30 - Moving into Leadership
06:30 - Maximizing Impact Through Leadership
08:50 - Learning Lessons Through Hardship
11:30 - Success is Not Just Possible, But Doable
13:30 - âPeople need to be well led right now!â
15:00 - Devinâs Video & Podcast Strategy
20:00 - The Positive Impact of Your Action On Others
25:45 - Whatâs Next for Devin & Team
27:10 - Connect with Devin
29:15 - âDo What it Takesâ
Devinâs Concierge Team: (214)261-3355
TheDubucTeam.com
Instagram - https://www.instagram.com/thedubucteam/
Facebook - https://www.facebook.com/thedubucteam
YouTube - https://www.youtube.com/@thedubucteam
âWeâre in business because of the people who give us business.â
Irene Duford brings a solo message to any business leader across industries about the opportunity before you in the next month. Weâre all in a thankful sort of spirit this time of year, and we need to ensure that our clients and customers know just how much we appreciate their business and the relationship weâve built with them.
Donât miss this opportunity to share that thankful spirit and deepen your connection with everyone who continues to help build your business dreams into realities. Hear Ireneâs call to action, and then start making your own list and checking it twice!
Get Loan Team Training for YOUR Team: loanteamtraining.com
Loan Team Training is Powered by The Mortgage Marketing Animals
Show highlights:
00:20 - Appreciation Month
01:10 - Calling ALL clients between the Holidays
02:05 - Thankful for the Opportunity to Help
04:00 - People NEED to Hear from You
âThe brain believes the programs it has that are strongest, it doesnât make any difference whether theyâre true or not.â
I am passionate about successful self talk and every class I teach has it. Every person I coach learns about it because it is so impactful when we use the language of success.
This week I checked off a bucket list item. I had my long time mentor in Self Talk, Dr. Shad Helmstetter, from the Self Talk Institute as a guest. His book, "What to Say When You Talk to Yourself." changed the trajectory of my life and the life of my family. I cannot wait to share him and his message with you.
It's great when you meet someone who is exactly who you thought they would be. Dr. Shad is one of the most affirming men I have ever had the honor to meet. The conversation off the mic after the recording made my year. No matter who you are, you need to hear that you have value and really matter. It couldn't have come at a better time for me.
It was a lesson once again in going for what you want and believing it can happen. Don't hold back. Go for it! Good things will happen.
If youâve enjoyed this episode please leave us a 5 star review, share it with everyone you know and colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more. This episode is for anyone who wants to improve their self talk.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Loan Team Training is Powered by The Mortgage Marketing Animals
Show highlights:
00:40 - How Irene manifested this interview
02:00 - What is self talk
07:55 - Lessons from the Nursery - No one is born to fail
09:50 - The Success/Failure Imagination Experiment
13:30 - Ireneâs Fatherâs story
15:00 - Parenting with self-talk
19:00 - The evolution of self-talk
20:20 - Thinking in the Language of Success
24:05 - Secondhand Self-talk
27:30 - Self-Talk is backed by SCIENCE
31:50 - âHow will I know itâs workingâ
34:30 - Starting with Self-Talk+
41:10 - The First Class example
42:00 - Whatâs next for Dr. Shad
45:00 - Weight loss self-talk
49:00 - âWhat to Say When You Talk To Yourselfâ
50:55 - âSelf talk has made THE difference in my lifeâ
53:55 - Check the links for Dr. Shadâs work
Where to get self talk:
selftalkplus.com
Books by Dr. Shad Helmstetter
What To Say When You Talk to Yourself
Predictive Parenting-What To Say When You Talk to Your Kids
Who Are you really and What Do You Want?
The Power of Neuroplasticity
Negative Self Talk and How to Change it
The Self Talk Solution
In this episode, I'm joined by Valerie Saunders, President of NAMB (National Association of Mortgage Brokers). Valerie is a dynamic individual and a self-described "overachieving volunteer". We discuss her own career journey, as well as the many things NAMB offers its members and the industry at large.
If you want to attend NAMB Focus 2024 this January, remember to use promo code FOCUS24 for free registration to the event in Kissimmee, FL. https://namb.org/focus/
Contact Valerie: president@namb.org
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Loan Team Training is Powered by The Mortgage Marketing Animals
Show Highlights:
01:30 - What is NAMB
05:55 - âA Volunteering Overachieverâ
13:30 - Overcoming fear of public speaking
15:20 - âPeople need somebody to ask questions toâ
20:00 - The need for team training
27:00 - There are SO many aspects to the mortgage industry
30:20 - How Valerie helps ensure a good mindset
34:15 - Valerieâs morning routine
36:25 - NAMB Focus 2024
41:15 - âAdapt and overcome! Itâs going to be better.â
46:20 - NAMB.org (use FOCUS24 promo code)
In this solo episode, we discuss contacting your past clients to ensure theyâre not JUST past clients, but current and future clients as well as endless sources of referrals.
We start discussing the quarterly method and the best ways to frame the conversation. We also discuss the necessity of ASKING for the referral, remember the client is always on your mind but you are not always on their mind.
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Loan Team Training is Powered by The Mortgage Marketing Animals
Show Highlights:
00:25 - Calling past clients
01:45 - Appreciation Conversations
02:35 - Youâre thinking about THEM
03:50 - Ask for Referral
07:40- Thereâs ALWAYS a reason to call
08:15 - Theyâre not JUST past clients
09:05 - Share the show with colleagues or friends who would benefit
âGreat Salespeople know that theyâre blessing people.â
Irene Duford is the guest this week as we share a previously recorded conversation with the hosts of Loan Officer Success, Mike Cardascia and Erica Homefield. We do a deep dive into what coaching looks like for me. We discuss how I coach on things like: the one thing you need to tweak to get more business, how to effectively better your mindset, and how I help my clients build a team. Tune in to hear why coaching might be just what you need to take the next step towards your businessâ success.
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Loan Team Training is Powered by The Mortgage Marketing Animals
Show Highlights:
00:15 - âWhat we say to ourselves, really matters!â
02:00 - How Irene helps people get the results theyâre looking for
05:00 - The Queen of self talk
05:45 - Whatâs holding YOU back
07:45 - Building new habits with systems and processes
11:00 - Our biggest obstacle, fear
13:10 - Hiring the RIGHT people
14:00 - WOW Team Training
15:35 - Client Conversion Training
15:55 - LoanTeamTraining.com
16:40 - Where do you START training new hires
19:30 - âGreat salespeople knows theyâre blessing people.â
20:30 - âBe committed, and just do it.â
âAs I change, people donât always like my change. But I gotta be okay with that because I want to be better!â
Today's guest is a firecracker and Iâm excited to have her back on the show. Jen Conley and I met more than a decade ago, and have grown in the business alongside each other. Jen had me on her podcast just as we were launching this one, and I wanted to share that discussion with you today. Jen and I share our own insights and experiences in overcoming fear in our business and personal lives.
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Loan Team Training is Powered by The Mortgage Marketing Animals
Show Highlights:
03:30 - The origin of the Freedom Club
12:00 - Why people get stuck in fear
17:40 - Our thoughts create our emotions, our emotions create our actions, our actions create our results
23:15 - Focus on what I can control
27:40 - You can change your mental state
31:20 - LoanTeamTraining.com
âIf something is important to me, it has to be important enough that I prioritize it on my calendar and make it happen.â
Adriana Bates is the owner and founder of Clear Mortgage. Sheâs also a loving wife, mother and a friend Iâve known and coached for years. Iâm excited to share her story and insights with you in this episode.
We start talking about motivation, discuss the trials of having a young family and harmonizing them with your work life. We discuss a few inspirational books and podcasts, and then learn how to enjoy every season of our life. This is a great conversation with a dynamic leader, donât miss it!
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Connect with Adriana and her team: https://www.clearkc.com/our-team/adriana-bates/
Show Resources:
Think Positive - Daily Affirmations
Discipline is Destiny
The E-Myth Revisited
Loan Team Training is Powered by The Mortgage Marketing Animals
Show Highlights:
01:30 - The secret to Adrianaâs motivation
02:45 - Adrianaâs family life
06:30 - âIâm the one that missed out!â
09:00 - Adrianaâs journey to mortgage
10:45 - Think Positive: Daily Affirmations podcast
13:00 - The role fitness plays in mindset
16:00 - Lessons learned through hardship
19:15 - Discipline is Destiny by Ryan Holiday
21:30 - Giving our families our best
26:50 - âFear comes from a lack of knowingâ
35:00 - âNobody has ARRIVEDâ
37:00 - The E-Myth Revisited
38:35 - Enjoying every season of life
42:40 - âJourneys are hard for me when Iâm forcing myself to do something I really hateâ
43:45 - Encouragement for those in todayâs market
âIf you go to surgery you certainly donât want the doctor to be worried about the surgery!â
Alyson Rixner is the President of the Orlicki Group, and a good friend whoâs got a lot to teach us about process and systems. Iâm excited to share her story and insights with you in this episode.
We start talking about what your process IS, or should be, talk through how Alyson systematized her own business, and share the simple formula for more sales and better customer service, no matter what industry you are in.
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Connect with Alyson and her team: https://orlickigroup.com/
Loan Team Training is Powered by The Mortgage Marketing Animals
Show Highlights:
01:15 - The emotions in the Housing Market today
03:30 - How does the Orlicki Group manage emotions
05:10 - Positive self-talk is emotional management
07:45 - the importance of emotional intelligence
10:55 - Delivering what you promise
14:00 - Managing âbroken promisesâ
22:10 - The formula for managing conflict
24:50 - Compassion is key
27:00 - Human Relations for Business
28:25 - âA losing situation where everyone won in the end.â
32:55 - âWe learn more from our mistakes than we do from our winsâ
âWhen you can do things you enjoy doing, youâre going to be happier!â
This episode features our first returning guest, Kenny Duford, a Loan Partner for Paul Dolan of the Dolan Mortgage Team. This time our conversation is focused on his career as a Loan Partner, and the impact that position can bring to YOUR business.
We start with the decision to MOVE to the position of Loan Partner, the different personalities that lead to different roles in a Loan Officerâs team and then discuss the steps you can take to hire the right partner and build a better team than ever before.
If youâve enjoyed this episode please leave us a 5 star review, share it with everyone you know and colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more. This episode is for anyone who wants to grow their mortgage business by building the right team.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Loan Team Training is Powered by The Mortgage Marketing Animals
Show highlights:
01:00 - Kennyâs Mortgage Origin story
02:25 - Commission vs. Salary
05:25 - Compensation/Benefits package for Loan Partner
07:50 - How to trust a Loan Partner with your clients
11:15 - Learning to work with a new Loan Partner
14:25 - How a Loan Partner makes themselves indispensable
15:45 - The joy of being a Loan Partner
16:30 - Seeing the process AS a homebuyer
17:00 - The Power of Process
18:30 - Whatâs a habit for success that works for Kenny
19:45 - Lessons from Kennyâs team
22:00 - Appreciate your PEOPLE
24:30 - A book recommendation for loan teams
27:30 - 1 key to hiring the RIGHT Loan Partner
30:35 - Client Conversion Training
33:00 - The next Client Conversion Training session
Hamilton Lao is the Production Coordinator of Intercontinental Capital Group, as well as a student and friend of mine. Iâm excited to share his story and insights with you in this episode.
We start talking about his teaching background, his transition to mortgage and how he learned to build reframe rejections as on-ramps for relationships.
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Find The Secret Sauce Podcast: https://youtube.com/@SecretSaucewithHamiltonLao
Loan Team Training is Powered by The Mortgage Marketing Animals
Show Highlights:
01:30 - Hamiltonâs mortgage origin
04:00 - Hamiltonâs evolving role in his team
06:15 - Community Events as a launch pad
09:50 - Making the calls
11:45 - Secret Sauce Podcast
17:45 - Putting people in a place where they can help people
23:30 - The No-Laptop vacation
31:00 - Becoming a Broker
34:30 - Building a Milestone Mindset
39:30 - Receiving and Perceiving Rejection
45:30 - Would you change anything about your path
46:30 - Encouragement for Sales Pros
In this solo episode, we discuss the key steps to getting your team aligned with your own expectations.
We start talking about our own process and the WOW Service Time expectations, the WOW Standards of Tracking the Loan Process and finish up talking about how revisiting these systems can benefit even a seasoned Loan Team.
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Loan Team Training is Powered by The Mortgage Marketing Animals
Show Highlights:
00:25 - WOW Service Time Expectations
00:50 - Know what your task is, know what the time expectation is
04:45 - WOW Team Training
07:25 - WOW Standards of Tracking the Loan Process
09:40 - The System Works (if you work it)
13:00 - LoanTeamTraining.com
13:35 - Thank youâs and Feedback request
Alyson Rixner is the President of the Orlicki Group, and a good friend whoâs got a lot to teach us about process and systems. Iâm excited to share her story and insights with you in this episode.
We start talking about what your process IS, or should be, talk through how Alyson systematized her own business, and share the simple formula for more sales and better customer service, no matter what industry you are in.
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Connect with Alyson and her team: https://orlickigroup.com/
Loan Team Training is Powered by The Mortgage Marketing Animals
Show Highlights:
01:50 - Your Process Needs to Support Your Business Model
04:55 - Start With Why by Simon Sinek
06:00 - The Process Reflects YOU!
09:35 - Create. Test. Iterate! Your Process is Organic
11:35 - How Do You Systematize
14:00 - âIf itâs on your mind, your mind isnât clear.â
18:00 - You Donât Need a Process Guru
21:00 - Building the Process is the COMPANYâs Process, Not Yours
30:00 - Sometimes you have to let one client go, so you can serve three others.
33:45 - Hereâs What I Have. Hereâs How it Benefits You. Hereâs What I Want You To Do Next.
40:55 - How Having a Process Led to More Revenue
44:00 - You donât need experienced team members to build a process
45:45 - Buy into YOUR OWN process
âWhen you hire the right people, and train them the right way, itâs like buying ink to print $100 bills.â
Carl White is the owner and founder of The Mortgage Marketing Animals and The Freedom Club, as well as a good friend and mentor of mine, whoâs got a lot to teach us about process and people. Iâm excited to share this discussion with you in this episode.
We start by talking about the creation of the Freedom Club, discuss my own training processes and programs as well as the power of positivity in your team and life.
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Connect with Carl and his team: https://mortgagemarketinganimals.com/
Loan Team Training is Powered by The Mortgage Marketing Animals
Show Highlights:
03:10 - The creation of the Freedom Club
05:15 - Loan Team Training
10:15 - Hiring new team members
14:15 - Onboarding Checklist
25:40 - The Power of Positivity
28:00 - Ireneâs Training plan
32:30 - Who can help me train my loan officers
âWhen you make a core change, you want that to impact your life in ALL ways.â
Alyson Rixner is the President of the Orlicki Group, and a good friend whoâs got a lot to teach us about energy and mindset. Iâm excited to share her story and insights with you in this episode.
We start by talking about how Alyson is part of a Florida-based business that she manages from Manhattan! We cover her own personal growth, keys to changing your mindset for the better and more.
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Connect with Alyson and her team: https://orlickigroup.com/
Resources Mentioned:
- selftalkplus.com
- Alan Mind app - https://apps.apple.com/us/app/alan-mind-daily-journal/id1439590239
- The Orlicki Group realtor mindset videos - https://www.youtube.com/playlist?list=PLp1CkTEfXrPpIuYi_YMoTlL-U96Ga77b2
- 5 minute journal app: https://apps.apple.com/us/app/5-minute-journal-self-care/id1062945251
- Kwik Brain App: https://apps.apple.com/us/app/kwik-brain-universe/id1555309060
Loan Team Training is Powered by The Mortgage Marketing Animals
Show Highlights:
00:40 - How Alyson became part of a Florida-based business FROM Manhattan
02:40 - How Alyson met Irene
06:00 - âYou can never grow in one area without growing as a whole
08:30 - Alysonâs Daily Mindset Practices
10:05 - The Magnitude of Gratitude
12:55 - Energy Work
16:25 - When weâre quiet is when weâre able to be clear
19:40 - How being intentional with her mindset has improved Alysonâs life
23:00 - The negative mindset thatâs hurting the Mortgage Industry
26:15 - How to break out of a negative mindset
29:30 - The Power of Full Engagement
33:00 - Breaking old programming
39:15 - âI want to be as uncomfortable as possibleâ
42:25 - âSocial Media is a snapshot of the BEST of everyoneâs lifeâ
50:00 - The truth about comparing yourself to others
55:00 - The continually changing nature of the market
57:15 - Self Talk
1:02:00 - Resources for a Good Mindset
1:03:45 - Alysonâs YouTube channel
1:05:45 - Encouragement for Business Owners
1:10:00 - Goodbyes & resources
âThe best money spent is the money you invest in yourself, I think that helps you be better for other people too!â
Tom Pessemier is a friend and an award winning Mortgage Officer residing in Richmond, VA, whoâs got a lot to teach us about connections and relationships. Iâm excited to share his story and insights with you in this episode.
We start by talking about how Tom discovered the Mortgage industry, discuss his own passion for helping veterans, and how to ask for referrals from not only realtors but any member of your community!
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Connect with Tom and his team: https://edgehomefinance.com
Loan Team Training is Powered by The Mortgage Marketing Animals
Show Highlights:
00:40 - How Tom found the Mortgage Industry
01:45 - How Tom builds relationships
03:20 - Tom, the Connector
06:00 - How to ask for referrals in your community
11:30 - When we ask, weâre really giving
13:30 - Tomâs morning routine
16:30 - The need for âsmall stepsâ - Atomic Habits
20:30 - Tomâs interest in Veterans
23:20 - One âsecretâ VA Tip
28:30 - Working Through Fear
32:50 - Getting a great loan partner BACK
37:30 - How Important is Training for your team
42:00 - Tomâs Veteranâs Day activities
45:40 - Words of Encouragement for Business Leaders
47:00 - Goodbyes
âNothing is as bad or as good as it seems.â
Tyler Osby is a friend and a dynamic Mortgage Officer whoâs built a HUGE library of client reviews that buoy his online reputation and fuel his business. Iâm excited to share his story and insights with you in this episode.
We start by talking about how Tyler discovered the Mortgage industry, discuss his own mindset shifts that have led to success and how to build an amazing reputation online that can fuel your own business.
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Connect with Tyler and his team: http://applywithtyler.com/
Loan Team Training is Powered by The Mortgage Marketing Animals
Show Highlights:
00:30 - How Tyler found the Mortgage Business
05:00 - The difference training makes in launching a career
11:10 - The Power of a Positive attitude in the workplace
16:00 - How âBecause I Want Toâ Became Enough
26:00 - Our Stumbling Blocks are Self-Created
30:00 - Self-Talk is CENTRAL to Good Training
35:45 - How Tyler Built and Maintains a Team
47:10 - Scott Galloway - âNothing is as Bad or Good as it Seemsâ
55:00 - How Tyler Built a Library of Great Client Reviews
1:06:45 - Thank You and Reviews
âItâs not just a job, take pride in your work!â
Nikki Hampton is a font of information and a firecracker of a person. She and I met when her Loan Officer, Shawn Ireland, sent her for training and weâve been fast friends since.
We start with the importance and power of winning as a team, discuss the steps to keeping a positive mindset and the difference between training your staff and training your staff the RIGHT way.
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Connect with Shawn Ireland and his team: https://www.linkedin.com/in/shawnireland/
Loan Team Training is Powered by The Mortgage Marketing Animals
04:40 - How Nikki and Irene met
07:28 - Nikkiâs evolving role
09:20 - Winning as a team
13:45 - Itâs not JUST a job, take pride in your work
20:03 - Nikki is âthe ultimate firefighterâ
24:52 - Knowledge is power
27:05 - One thing Nikki does to keep a positive mindset
31:05 - The importance of self-talk
35:30 - Our thoughts create our emotions, our emotions create our actions, our actions create our results
37:20 - What Loan Officers need to know about training their staff the RIGHT way
41:25 - The power of Loan Team Training
45:35 - Goodbyes
âRemember, NOW is the time to build systems and processes!â
In this episode, I talk through my own experience bringing on a new Loan Assistant, and how YOU can prepare yourself and your team now for a new addition, instead of waiting until youâre facing a necessary replacement.
Our discussion starts with our teamâs loss, the holes we found were now empty and how we built and have maintained systems to help any new team member reach their potential.
00:30 - A Heartbreaking Loss
02:09 - What to do now?
03:30 - The solution? Training and Systems
05:45 - A Problem Solving Formula
06:55 - The Benefits of Cross-Training
08:10 - CAPTURE the training in audio or video
12:10 - Daily Team Huddle
12:45 - Donât Wait to Build Systems & Processes
13:40 - LoanTeamTraining.com
Go to LoanTeamTraining.com to sign your team up for a class today!
Loan Team Training is Powered by The Mortgage Marketing Animals
âWe donât want to micromanage but weâve got to inspect what we expect.â
Richard Smith is the Co-Founder of Remote Assistant Scout, a coach, author, speaker and Mortgage Advisor. Heâs also a friend and fellow member of Mortgage Marketing Animals. Iâm so excited to share his insight and experience with you in this episode.
Our discussion starts with Richardâs background in mortgage. We talk about the creation of Remote Assistant Scout and his own early adoption of Virtual Assistants, and the best way to build trust and efficiency with a remote team.
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Highlights -
00:30 - How Richardâs mortgage career began
01:45 - Richardâs Team
04:10 - Richardâs early adoption of Virtual Assistant
07:15 - Richardâs advice for hiring your first VA
11:00 - Remote Assistant Scout, helps you find the perfect VA
14:45 - Building trust with your VA
17:15 - What is LastPass
19:00 - What Richard loves about coaching
20:00 - Richardâs Mortgage Team
23:00 - Overcoming Fear in the market
25:25 - The Importance of Mindset
27:20 - Richardâs routine for success
29:00 - RemoteAssistantScout.com
29:45 - QualifiedAgentList.com
31:25 - The power of Team Training
32:30 - An encouraging word for Loan Officers
Go to LoanTeamTraining.com to sign your team up for a class today!
Loan Team Training is Powered by The Mortgage Marketing Animals
âProcesses create a predictable outcome.â
In this solo episode, I discuss the power of S.W.E.T. âSame way every timeâ to propel you and your team to the next level of success through delighting clients and customers every single time. Weâre all busy, but are you being EFFICIENT?
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Highlights -
00:20 - S.W.E.T. - Same Way Every Time
01:00 - The Team Role Exercise
03:30 - How are you TRACKING your tasks and follow-up
04:45 - The details make the difference, for you AND your team
05:25 - Pilots utilize S.W.E.T.
08:20 - Delivering a WOW experience
âPeople donât notice what youâre doing, they just notice the outcome.â
Go to LoanTeamTraining.com to sign your team up for a class today!
Loan Team Training is Powered by The Mortgage Marketing Animals
âI call myself a translator, taking the difficult things we have (in the mortgage industry) and make it where itâs easily learned, understandable and it can be transferred to consumers to help them navigate the process.â
Ginger Bell is the CEO and Founder of EDUMarketing.com, a skillful educator and good friend. Iâm so excited to share her insight and experience with you in this episode.
Our discussion starts with Gingerâs background and breadth of experience. We talk about her time with the Dale Carnegie organization, the power of relationships and how to grow those through podcasting, as well as Gingerâs foray into childrenâs books.
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Highlights -
01:05 - Who is Ginger Bell
05:00 - How to Win Friends & Influence People
08:20 - Youâre a Business Owner, The Business of YOU
15:00 - The Power of Relationships
22:10 - The Power of Podcasting
24:00 - How Purpose Helped Ginger Overcame Defeat
28:20 - Mortgage Influencers Podcast
30:00 - New Home Adventure
37:00 - The Importance of Training
39:00 - EDUMarketing.com
Resources:
How to Win Friends and Influence People
EDUMarketing.com
Go to LoanTeamTraining.com to sign your team up for a class today!
Loan Team Training is Powered by The Mortgage Marketing Animals
âIf weâre trusted, at scale, weâll kill it! Lenders will kill it, Loan Officers will kill it, Realtors will be successful.â
Dave Savage has spent the last three decades in the Mortgage Industry and brings his passion for leveraging technology to this discussion! As the Chief Innovation Officer at Trust Engine and Co-founder of Mortgage Coach, Dave has been helping lenders, Loan Officers and their teams help their clients build wealth and financial freedom through real estate. Heâs a friend and an asset to our industry and Iâm so happy to have him on the show.
Our discussion starts with Daveâs origin in the mortgage business. We talk about how Mortgage Coach started, the recent birth of Trust Engine, and some things that Dave thinks can help every loan officer listening.
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Highlights -
01:30 - How Dave started in Mortgage
04:30 - How did Mortgage Coach start
07:30 - The power of self-talk
12:00 - How does Total Cost Analysis work
16:15 - What is Trust Engine
23:15 - The Four Agreements
31:00 - What we DO with our gifts is what matters
34:00 - The Power of Team
40:45 - TrustEngine.com
41:45 - The Edelman Trust Barometer
43:30 - Encouragement for Loan Officers
46:00 - Review our show & share it with a colleague
Resources:
TrustEngine.com
The Four Agreements: A Practical Guide to Personal Freedom (A Toltec Wisdom Book) https://a.co/d/gfgDFop
Go to LoanTeamTraining.com to sign your team up for a class today!
Loan Team Training is Powered by The Mortgage Marketing Animals
âWeâre only as good as the feelings weâve left in other people.â
Rachel Tarman is closing loans and opening doors! Rachel is the Business Development Executive for VIP Mortgage in Scottsdale, Arizona and is a great friend. Rachelâs specialty is building and maintaining relationships and thatâs the focus of our conversation in this episode.
Our discussion starts with Rachelâs origin in the mortgage business. We talk about how Rachel stays recharged in such a people-first business, and we discuss Rachelâs own podcast, The Real Tea with Rachel.
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Highlights -
00:35 - Rachelâs origin in the mortgage business
02:00 - Whatâs a day like for Rachel
03:15 - The Power of Relationships
04:30 - Rachelâs favorite part of the business
06:55 - One daily habit or routine for success
11:30 - How does Rachel stay recharged
18:40 - The myth of being ânaturally positiveâ
19:50 - Rachelâs Business Development Course
23:20 - How to get in touch with Rachel if interested in Business Development - TrainMyBDR.com
23:55 - Overcoming Fear
30:15 - The ROI on training your team
31:40 - Rachelâs book suggestions
36:15 - The Real Tea with Rachel
41:55 - A word of encouragement
44:00 - Review the show & share it with a colleague who would benefit
44:45 - LoanTeamTraining.com
Books Rachel mentioned:
Never Eat Alone - https://a.co/d/6juhJLp
The Last Lecture - https://a.co/d/7SBIBor
Go to LoanTeamTraining.com to sign your team up for a class today!
Loan Team Training is Powered by The Mortgage Marketing Animals
âIf you own a business. You have to talk about your business.â
Joel Sharpton was referred to me as THE expert to help me launch my podcast and Iâve found that to be perfectly true. Joel joins me in this episode to discuss my own podcast launch and experiences, as well as how ANY business owner and especially Mortgage Officers should recognize themselves as content creators in todayâs market.
Our discussion starts with Joelâs background and love for the podcast medium, we talk about specific ideas for any Loan Officer or team to launch their own show, and we end up talking about roads not travelled in each of our careers.
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Loan Team Training is Powered by The Mortgage Marketing Animals
Highlights -
02:00 - Whatâs so great about producing podcasts
05:30 - Finding a Struggle You LOVE
08:05 - Lessons Learned from Failure
13:45 - Podcasting will make you a Connector
16:00 - âI am a content creator.â Yes, YOU too
19:00 - Ideas for a Loan Officer to create a podcast
30:00 - What makes podcasting different from video marketing
33:50 - Getting feedback on your content
38:55 - The Power of Repurposing
40:50 - What would Irene do differently
45:15 - What would Joel do differently
49:25 - Working with Joel to launch Ireneâs show
52:00- How to read from teleprompter or script more naturally
56:30 - Give us a review if youâve enjoyed this podcast!
Go to LoanTeamTraining.com to sign your team up for a class today!
âI remember seeing a significant increase in the first 90 days.â
RJ Baxter has been a friend for more than a decade and for much of that time, Iâve been his coach as well. Watching his family grow, while he has grown personally and professionally has been a highlight for me, and Iâm excited to have him on the show to share his story.
Our discussion starts with his experience as one of the Freedom Clubâs âBeta Testersâ. We cover the goals he had at the start of his coaching & the changes heâs made because of it. Finally, we discuss the thing RJ would do differently if he was starting over today.
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Loan Team Training is Powered by The Mortgage Marketing Animals
Highlights -
01:35 - RJâs experience as a Freedom Club âBeta Testâ member
02:50 - âI remember seeing a significant increase in business in just the first 90 daysâ
04:50 - What were RJâs early goals when he started coaching
06:40 - RJâs Podcast - Real Estate Agent Superstars
07:25 - RJâs Team
09:25 - Defining the ROLE
13:00 - The impact of WOW Team Training for RJâs Loan partner
17:00 - Client Conversion Training Virtual Event
19:45 - Self-Talk
22:15 - SelfTalkPlus.com
23:45 - What would RJ do differently
27:30 - Share the show with colleagues
Go to LoanTeamTraining.com to sign your team up for a class today!
âYou think having an assistant is expensive, but NOT having one is whatâs costing you!â
Carl White HAD to be my first guest on The Loan Team Training podcast. He and I are GREAT friends and heâs been a wonderful mentor to me in my career, including the very importance of the team you build for yourself, and who you spend time with even when youâre off the clock. In this episode, I replay my very first interview with a little context of my introduction to Carl.
Our discussion starts with Loan Officers biggest mistake when they hire a team. Bringing in a new person & then leaving them alone! âHereâs your desk, hereâs your stuff, get started.â
Along the way, we talk about surviving a down market by âputting more ore on the beltâ and end with hard earned lessons and the bruises they sometimes leave.
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Loan Team Training is Powered by The Mortgage Marketing Animals
Highlights -
00:55 - Introduction to Carl White
02:55 - The Power of One Decision
06:55 - Ireneâs ONE SHOT
09:00 - IT WORKED!
12:15 - âTell me a little about the podcastâŠâ
13:51 - The biggest mistake LOâs make
14:50 - The mistake of waiting to hire
16:05 - Pressure Makes Diamonds
22:40 - How to know you have the right assistant?
25:50 - âTheyâre not rejecting me, theyâre rejecting YOU!â
27:10 - Weâre all not the same. Tasks, abilities & aptitudes all differ.
30:30 - âBut I canât afford an assistant!â
31:25 - In a down market, âPut more ore on the belt!â
33:20 - Get into your prospecting BUBBLE!
35:50 - âDonât give someone a 75 mile head start in a 79 mile race.â
38:50 - Simplicity aids implementation
41:45 - âHumility is a learned skill, & itâs almost never through positive things!â
45:00 - Goodbyes
46:00 - Enjoyed this? Leave us a 5 star review and visit LoanTeamTraining.com
âWhen you can do things you enjoy doing, youâre going to be happier!â
This episode features our first returning guest, Kenny Duford, a Loan Partner for Paul Dolan of the Dolan Mortgage Team. This time our conversation is focused on his career as a Loan Partner, and the impact that position can bring to YOUR business.
We start with the decision to MOVE to the position of Loan Partner, the different personalities that lead to different roles in a Loan Officerâs team and then discuss the steps you can take to hire the right partner and build a better team than ever before.
If youâve enjoyed this episode please leave us a 5 star review, share it with everyone you know and colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more. This episode is for anyone who wants to grow their mortgage business by building the right team.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Loan Team Training is Powered by The Mortgage Marketing Animals
Show highlights:
01:00 - Kennyâs Mortgage Origin story
02:25 - Commission vs. Salary
05:25 - Compensation/Benefits package for Loan Partner
07:50 - How to trust a Loan Partner with your clients
11:15 - Learning to work with a new Loan Partner
14:25 - How a Loan Partner makes themselves indispensable
15:45 - The joy of being a Loan Partner
16:30 - Seeing the process AS a homebuyer
17:00 - The Power of Process
18:30 - Whatâs a habit for success that works for Kenny
19:45 - Lessons from Kennyâs team
22:00 - Appreciate your PEOPLE
24:30 - A book recommendation for loan teams
27:30 - 1 key to hiring the RIGHT Loan Partner
30:35 - Client Conversion Training
33:00 - The next Client Conversion Training session
Irene Duford gives you a private coaching session in this weekâs episode, as we discuss the top three ways to limit your stress as a loan Officer.
From making time for your most important activities, utilizing your staff properly to training that staff, Irene has a plan of action for you and your team that can help even out those highs and lows.
If youâve enjoyed this episode please leave us a 5 star review, share it with everyone you know and colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more. This episode is for anyone who wants to grow their mortgage business by building the right team.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Links mentioned:
LoanTeamTraining.com
TalktotheTrainers.com
Loan Team Training is Powered by The Mortgage Marketing Animals
Show highlights:
00:16 - Block Time for Building & Strengthening Relationships
02:14 - Donât Do Everything Yourself
04:27 - Have Your Staff Attend Training Courses
05:00 - Recap
06:50 - Feedback
David Holland is a top loan officer, a friend and colleague who has a TON to share with you today from his own experience building Holland Mortgage. I cannot wait to share this episode with you.
We start with Davidâs origins in his grandparentâs basement, discuss Davidâs own team and how he put it together, and discuss the necessity of putting the right people in the right place for your business.
If youâve enjoyed this episode please leave us a 5 star review, share it with everyone you know and colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more. This episode is for anyone who wants to grow their mortgage business by building the right team.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Links mentioned:
The Slight Edge: https://a.co/d/73wHil4
Call Reluctance: https://a.co/d/8nIry4y
Who Moved My Cheese: https://a.co/d/eGpfdKA
The 12 Week Year: https://a.co/d/1V8RZYL
Loan Team Training is Powered by The Mortgage Marketing Animals
Show highlights:
00:40 - Davidâs origin story
02:20 - What David loves most about the Mortgage Industry
02:50 - Holland Mortgage
04:40 - One Daily habit for success that David employs
06:10 - Davidâs milestone goal
08:00 - âThe Slight Edgeâ
08:45 - Davidâs experience with the Freedom Club
11:00 - How David built his team
12:30 - The power of WOW Training
17:15 - How much responsibility do Davidâs Loan Partners handle?
18:00 - The beginning of the Freedom Club
19:45 - The fear of rejection
20:10 - âCall Reluctanceâ by Carl White and Kevin Gillespie
20:45 - âWho Moved My Cheeseâ
20:55 - â12 Week Yearâ
21:05 - The power of delegation
24:15 - The right person in the right position
30:00 - Culture Fit is almost as important as experience
35:00 - Davidâs next goal
37:50 - Words of Wisdom for todayâs market
âYou canât implement EVERYTHING youâre learning!â
Youssef Abdelhalim is a great Loan Officer, a good man and someone Iâve had the good fortune to coach over the last few years. From 2019 to 2021 he more than doubled his business by training his team and most importantly, changing his own mindset and expectations.
We start with Youssefâs background and training, discuss the magic of overcoming limiting beliefs, and the importance of focusing on the RIGHT things, instead of just working harder in general to overcome obstacles and grow your business.
If youâve enjoyed this episode please leave us a 5 star review, share it with everyone you know and colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more. This episode is for anyone who wants to grow their mortgage business by doing the right activities, including improving their self talk.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Loan Team Training is Powered by The Mortgage Marketing Animals
Show highlights:
01:00 - Youssefâs background
01:55 - Youssefâs training experience
03:15 - What Youssef loves most about the loan business
05:50 - Youssef joins the Freedom Club
07:10 - Overcoming limiting beliefs
08:52 - What the Freedom Club did for Youssef
10:35 - You canât implement EVERYTHING youâre learning
13:30 - The importance of Youssefâs team
17:30 - How Do Loan Officers get in their teams way
19:05 - What Loan Teams are missing
22:45 - Working harder vs Working Hard on the Right Things
24:05 - Biggest benefit from this development Youssef has done
26:00 - The power of Loan Team Training
26:45 - Advice for Loan Officers in this shifting market
âThe brain believes the programs it has that are strongest, it doesnât make any difference whether theyâre true or not.â
I am passionate about successful self talk and every class I teach has it. Every person I coach learns about it because it is so impactful when we use the language of success.
This week I checked off a bucket list item. I had my long time mentor in Self Talk, Dr. Shad Helmstetter, from the Self Talk Institute as a guest. His book, "What to Say When You Talk to Yourself." changed the trajectory of my life and the life of my family. I cannot wait to share him and his message with you.
It's great when you meet someone who is exactly who you thought they would be. Dr. Shad is one of the most affirming men I have ever had the honor to meet. The conversation off the mic after the recording made my year. No matter who you are, you need to hear that you have value and really matter. It couldn't have come at a better time for me.
It was a lesson once again in going for what you want and believing it can happen. Don't hold back. Go for it! Good things will happen.
If youâve enjoyed this episode please leave us a 5 star review, share it with everyone you know and colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more. This episode is for anyone who wants to improve their self talk.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Loan Team Training is Powered by The Mortgage Marketing Animals
Show highlights:
00:40 - How Irene manifested this interview
02:00 - What is self talk
07:55 - Lessons from the Nursery - No one is born to fail
09:50 - The Success/Failure Imagination Experiment
13:30 - Ireneâs Fatherâs story
15:00 - Parenting with self-talk
19:00 - The evolution of self-talk
20:20 - Thinking in the Language of Success
24:05 - Secondhand Self-talk
27:30 - Self-Talk is backed by SCIENCE
31:50 - âHow will I know itâs workingâ
34:30 - Starting with Self-Talk+
41:10 - The First Class example
42:00 - Whatâs next for Dr. Shad
45:00 - Weight loss self-talk
49:00 - âWhat to Say When You Talk To Yourselfâ
50:55 - âSelf talk has made THE difference in my lifeâ
53:55 - Check the links for Dr. Shadâs work
Where to get self talk:
selftalkplus.com
Books by Dr. Shad Helmstetter
What To Say When You Talk to Yourself
Predictive Parenting-What To Say When You Talk to Your Kids
Who Are you really and What Do You Want?
The Power of Neuroplasticity
Negative Self Talk and How to Change it
The Self Talk Solution
Itâs a solo show this week, as Irene dives deep into the details of her Loan Assistant Mortgage Training Bootcamp. Learn how you and your team can benefit from proper training, systems and the confidence that comes from having that support and foundation.
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Loan Team Training is Powered by The Mortgage Marketing Animals
Show highlights:
00:15 - Have you gotten FORMAL training?
00:45 - Ireneâs training experience (or lack thereof)
02:15 - Irene got by with a little help from her friends
02:45 - Loan Assistant Mortgage Training Boot Camp
05:00 - The benefit to the Loan Officer of a well trained staff
09:45 - How to register your team for the Bootcamp, or any course from Loan Team Training - LoanTeamTraining.com
10:10 - Go out and make it happen today
11:30 - Share the show with friend or colleague who would benefit & review the show wherever you listen
âYou canât have anything stored in your head or on your desk itâs worthless there. It has to be in the systems.âÂ
Toni Taylor is a Coach, an Originator, a Mom a wife and a great friend. Toni and her team at Interconnect Mortgage are killing it and she brings that organizational knowledge to us in this episode. Sheâs had a big impact on me and Iâm so thankful to share her and her message with you all!
We start with Toniâs intro to the business, discuss the importance of systems and the power of preparing for emergencies at EVERY position.
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Loan Team Training is Powered by The Mortgage Marketing Animals
Show highlights:
01:00 - Toriâs origin story
03:00 - Toriâs current team
04:45 - Same Way Every Time!
07:40 - Prepared for Emergencies
11:15 - Advice for Sloan Officers, looking to hire
17:45 - The necessity of training
23:40 - Itâs never too late to train someone
25:10 - Situational Leadership
30:50 - a tip for loan officers
âAny part of the loan business is âhire-out-ableâ.â
Tammy Schneider is a coach and friend whose superpower is hiring, and she's here today to share her secrets with you! Tammy is the co-founder of Mortgage Marketing Animals and the Jelly to Carl White's Peanut Butter. Sheâs had a big impact on me and Iâm so thankful to share her and her message with you all!
We start with the creation of Mortgage Marketing Animals, discuss The Freedom Club's system for hiring and the power of putting people in an area of their own genius.
âYouâre not going to grow your business, unless youâve got the help you need.â
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Discprofilelink.com
Loan Team Training is Powered by The Mortgage Marketing Animals
Show highlights:
00:25 - How Tammy & Irene met
01:30 - Tammyâs Mortgage Marketing Animals origin story
03:20 - The Freedom Club
05:38 - How Tammy hired and trained her early staff
07:40 - The power of Disc assessment
13:50 - The Freedom Club Hiring System
17:45 - Recognizing your âgeniusâ, replacing everything else
21:50 - The Cost of Inaction
27:30 - Training your staff
32:30 - The team of Mortgage Marketing Animals
âHow do you make change on a broad scale that doesnât destroy people in the process?â
RenĂ© Rodriguez is a speaker, coach and friend who teaches 1000âs of people every year how to bring their own story to life in the work that they do, and the messages they deliver. Heâs also a podcast host and best selling author of âAmplify Your Influenceâ available everywhere now. Heâs had a big impact on me and Iâm so thankful to share him and his message with you all!
We start with habits for success, discuss the power of a team with the right dynamics and our obligation to share our gifts.
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Find everything René and his team offer: MeetRene.com
Clearer, Closer, Better: How Successful People See the World: https://a.co/d/4dEsO07
Loan Team Training is Powered by The Mortgage Marketing Animals
Show highlights:
01:13 - What drives René Rodriguez? Having an impact on people
04:10 - Habits that René uses to make success not just possible but doable
05:40 - âItâs not about the content, itâs the application that mattersâ
07:15 - âWeâre shaped in the difficult times.â
09:50 - The power of RenĂ©âs team
13:45 - True team dynamics at work - intense real-time communication
15:30 - Steps to Reneâs success
17:12 - RenĂ©âs routines
18:55 - Vacation pre-planning
20:05 - René says the most RELEVANT book is the one to read next
22:00 - AMPLIFIIâą events and opportunities at MeetRene.com
23:30 - Unlocking your own purpose & obligation to share our gift
26:15 - RenĂ©âs advice for Loan Officers or anyone whoâs looking to grow
âYour support staff isnât a liability theyâre a profit center when trained the right way!â
Steve Kyles is a partner with Mortgage Marketing Animals, one of the top mortgage coaching programs in the country for Loan Officers as well as a top-producing branch manager at SMP. He is also the host and founder of the energetic and value-packed Loan Officer Leadership Podcast, one of the top podcasts for Loan Officers across the nation. Heâs a friend and a fun podcast guest to boot!
We start with the power of systems, discuss putting the right people in the right place and ask WHO can you add to help grow to the next level.
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Hear more from Steve: http://loanofficerleadership.com/
Loan Team Training is Powered by The Mortgage Marketing Animals
Show highlights:
00:45 - Loan Team Training according to Steve Kyles
01:55 - About Steve Kyles and Loan Officer Leadership podcast
03:50 - How Steveâs team uses systems to ensure itâs the Same Way Every Time
07:00 - Getting the RIGHT team in the RIGHT place
11:15 - Training isnât the best use of Loan Officerâs time
12:27 - The little guy on your shoulder
14:19 - Learning the RIGHT way
15:30 - Steveâs advice for loan officers
16:45 - Who can you add to grow to the next level
18:25 - Callstars
âItâs not just a job, take pride in your work!â
Nikki Hampton is a font of information and a firecracker of a person. She and I met when her Loan Officer, Shawn Ireland, sent her for training and weâve been fast friends since.
We start with the importance and power of winning as a team, discuss the steps to keeping a positive mindset and the difference between training your staff and training your staff the RIGHT way.
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Connect with Shawn Ireland and his team: https://www.linkedin.com/in/shawnireland/
Loan Team Training is Powered by The Mortgage Marketing Animals
00:40 - How Nikki and Irene met
03:28 - Nikkiâs evolving role
05:20 - Winning as a team
09:45 - Itâs not JUST a job, take pride in your work
16:03 - Nikki is âthe ultimate firefighterâ
20:52 - Knowledge is power
23:05 - One thing Nikki does to keep a positive mindset
27:05 - The importance of self-talk
31:30 - Our thoughts create our emotions, our emotions create our actions, our actions create our results
33:20 - What Loan Officers need to know about training their staff the RIGHT way
37:25 - The power of Loan Team Training
41:35 - Goodbyes
âYou can achieve amazing things in this business. If you have a plan, and help, you can do anything!â
Frank Garay has been a public voice in the mortgage and real estate space for almost 20 years, and his experience in the industry goes back even further. Heâs also full of excitement and one of the best motivators around. He's got so much to share with each of you.
We open up talking about âThink Big, Work Smallâ where Irene first discovered Frank, discuss Frankâs journey into corporate life, and celebrate not having to reinvent the wheel when we can share ideas with top performers.
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Get Loan Team Training for YOUR Team: loanteamtraining.com
LoanOfficerBreakfastClub
Shoot the Breeze with Frank Garay
Loan Team Training is Powered by The Mortgage Marketing Animals
00:32 - âThink Big, Work Smallâ
06:25 - Frankâs start as a Loan Officer
10:55 - Exploring Corporate America
16:20 - âYou can do amazing things in this business, if you have a plan, and you have helpâ
18:00 - You do not have to figure everything out on your own!
25:40 - How Frank is intentional with his mindset
30:00 -Callstars
35:00 - Stop talking about, letâs do it!
âThereâs no way youâre going to achieve much in life without sacrificing something.â
Today's guest is a successful dentist and business, a great husband and father and a wonderful son in law to me. Dr. Chris Christensen joins me to discuss his own journey into dentistry and how investing in himself and his team has changed his business for the better. He's got so much to share with each of you.
We open up with the story of why Chris chose dentistry, talk about how COVID was a reset for many businesses and how our thoughts create emotions, emotions create actions and actions create results.
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Contact Dr. Chris Christensen
Comfort Dental Cottonwood
9401 Coors Blvd. NW
Albuquerque, NM 87114
505-890-2773
Loan Team Training is Powered by The Mortgage Marketing Animals
01:08 - Why Dentistry?
04:07 - What success habits did dental school give Chris?
08:05 - The shift for Chris & family
08:57 - The $2 Story
12:10 - Dr. Christensenâs new practice
14:20 - the influence of Chris father
15:40 - What would you change?
20:40 - Success comes down to knowing what you want & being clear about it
21:44 - Dentistry through COVID
24:30 - how did Chris train his staff & team?
28:00 - SWET - Same Way Every Time
29:05 - How does Chris invest in himself?
35:00 - If youâre not investing in yourself youâre going to stay right where you are
38:30 - The power of self talk
41:25 - Something thatâs helping Chris as a businessman & family man
44:30 - Chrisâ exposure to the Freedom Club
âIn America you can do just about anything you want to do (for a career), so you should love what you do!â
Today's guest has had a profound impact on me and my family, and Iâm excited to have him on the show. Roberto Monaco is an educator, coach, public speaker and a friend whoâs got so much to share with each of you.
We open up with the event that brought us together and changed how love is at the center of everything Roberto does, and how Roberto overcomes his own limiting beliefs.
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Find Robertoâs InfluenceOlogy: https://www.influenceology.com/
Loan Team Training is Powered by The Mortgage Marketing Animals
00:45 - The event that changed Ireneâs life (and introduced her to Roberto)
01:55 - What is Influenceology?
05:33 - When did Roberto know that he wanted to teach people how to influence for good?
06:55 - Roberto sets a goal to work for Tony Robbins
10:00 - Why love is at the center of everything Roberto does
14:33 - become a great leader, your goals have to be beyond your own pocketbook
16:50 - Love is the answer to every question
18:30 - difference between being perfect & being awesome
20:29 - How Roberto overcomes limiting beliefs
23:45 - Robertoâs self-talk routine
25:30 - best leaders are also students
26:00 - How has having a team made a difference
30:00 - Robertoâs thoughts on Loan Team Training
33:30 - You canât communicate in the same way to different people
36:05 - If Roberto could do it over again, what would he do differently?
38:28 - What is Roberto excited to be working on right now?
40:40 - Words of encouragement for business owners
Sometimes, it just comes down to doing what needs done.
Today's guest is a firecracker and Iâm excited to have her on the show. Jen Conley and I met more than a decade ago, and have grown in the business alongside each other. Jen Conley is a great loan officer, a fantastic coach and a resource of great insight for anyone trying to build consistent habits. She's got so much to share with each of you.
We open up with what COVID taught us, talk about the power of a team and fantastic customer service, and how anything is possible when you break it down into small actions!
Find Jenâs podcast at https://loanofficerunplugged.com/
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Loan Team Training is Powered by The Mortgage Marketing Animals
00:50 - Who is Jen Conley?
02:00 - COVID taught us you donât have to just work where you live
04:40 - How Jen & Irene met
08:07 - You just have to do what needs done
10:05 - âThe chick-fil-a of the mortgage businessâ
13:04 - The hardest thing for Jen to do in the Freedom Club
15:00 - Ireneâs promise to herself
18:22 - Whatâs the one thing about having a great team that makes a difference?
21:45 - How do you manage time BEFORE you build your team?
22:30 - Use an alarm system to create a habit
24:30 - Breaking big problems into little pieces
27:20 - Whatâs a habit that makes Jen successful?
31:00 - âQueen of the hard to do loansâ
31:55 - a down market is when generational wealth is made
36:00 - Thank you & Goodbyes
A real estate agent coaching loan officers on how to build relationships with real estate agents.
Today's guest has been a top producer for 27 years, has been a friend for years and I'm excited to talk with her. Mary Carroll is a great realtor, a fantastic coach and capable of impacting people directly and powerfully. She's got so much to share with each of you.
We open up with the story of how and why Mary entered coaching, talk about the power of a team and good leaders, and talk about some of our favorite books to boot!
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Loan Team Training is Powered by The Mortgage Marketing Animals
00:22 - A little about Mary
01:40 - Ireneâs gift of building an accepting community!
04:45 - When did Mary know she wanted to be a coach?
08:20 - Carl White as a leader
11:50 - Thoughts on the market
13:05 - How does Mary recharge?
16:35 - How has having a team made a difference?
19:55 - Time for Transparency
23:07 - Why Irene is passionate about support & education
25:00 - Loan Assistance Mortgage Training Boot Camp
29:50 - Client Conversion Training
31:35 - A book thatâs had a big influence on Mary
33:30 - Ireneâs favorite book
âHaving a repeatable process, a checklist to use every time is one of the most important details we talk aboutâ
My second guest has been a delight to me for years and Iâm excited to share him with you all. Kenny Duford is my son and an excellent Loan Partner & Coach in our Traning company. Heâs got a natural ability to explain complex concepts simply and I know itâll come across here in this discussion.
We open up with the origin of Kennyâs entry to the business discussing mindset, training and the LoanTeamTraining.com courses in depth.
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Get Loan Team Training for YOUR Team: loanteamtraining.com
Loan Team Training is Powered by The Mortgage Marketing Animals
00:39 - Kenny Dufordâs Loan Officer Origin Story
01:25 - What Kenny LOVES about being a Loan Partner
03:35 - How do you maintain the right mindset?
04:45 - How important is team training?
06:50 - What are the biggest takeaways for support staff?
08:05 - What was Kennyâs training like?
10:45 - What is IN Loan Team Training?
13:20 - How staff can get referrals W/O feeling âsalesyâ
17:10 - Client Conversion Training
20:45 - Loan Assistant Mortgage Training Boot Camp - Mortgage 101
22:00 - LoanTeamTraining.com
22:30 - How is working with family?
25:45 - What are some of the steps Kenny took to bring success?
28:45 - What habit or routine makes a difference for Kenny?
31:12 - Whatâs Kenny excited about right NOW?
âYou think having an assistant is expensive, but NOT having one is whatâs costing you!â
Carl White HAD to be my first guest on The Loan Team Training podcast. He and I are GREAT friends and heâs been a wonderful mentor to me in my career, including the very importance of the team you build for yourself, and who you spend time with even when youâre off the clock.
Our discussion starts with Loan Officers biggest mistake when they hire a team. Bringing in a new person & then leaving them alone! âHereâs your desk, hereâs your stuff, get started.â
Along the way, we talk about surviving a down market by âputting more ore on the beltâ and end with hard earned lessons and the bruises they sometimes leave.
If youâve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.
Find more from Carl at: https://www.linkedin.com/in/marketinganimals/
Highlights -
01:25 - âTell me a little about the podcastâŠâ
02:59 - The biggest mistake LOâs make
04:00 - The mistake of waiting to hire
05:15 - Pressure Makes Diamonds
11:50 - How to know you have the right assistant?
15:00 - âTheyâre not rejecting me, theyâre rejecting YOU!â
16:20 - Weâre all not the same. Tasks, abilities & aptitudes all differ.
19:40 - âBut I canât afford an assistant!â
20:36 - In a down market, âPut more ore on the belt!â
22:30 - Get into your prospecting BUBBLE!
25:00 - âDonât give someone a 75 mile head start in a 79 mile race.â
28:00 - Simplicity aids implementation
31:00 - âHumility is a learned skill, & itâs almost never through positive things!â
34:10 - Goodbyes
35:10 - Enjoyed this? Leave us a 5 star review and visit LoanTeamTraining.com
Interviews with successful loan originators, team members, branch managers and others who have secrets to share to help us all nurture and develop a success mindset. This is a show for Mortgage Industry pros looking to build a successful team, as well as anyone looking to be inspired toward action and success! Irene brings almost 4 decades of experience in the industry to you and your team through this weekly podcast. Subscribe today and share with colleagues who would find value! Get Loan Team Training for YOUR Team: https://www.loanteamtraining.com/wow-livestream-workshop.htm (https://www.loanteamtraining.com/wow-livestream-workshop.htm)