Conversations with a Recovering Loan Officer
Join Michael Neef every week on Mondays as he interviews professionals in and around the Mortgage Industry. Our goal is to talk about the challenges that Loan Officers and other business leaders face every day, and ways to overcome those challenges to improve your business.
Episodes
In this engaging episode, we sit down with Rachel Tarman, a leading figure in the world of business development and real estate. Rachel shares her strategies for incentivizing sales teams to target high-value prospects, and how these methods can lead to more successful outcomes for both individuals and businesses. She also explores the value of seemingly small details - such as targeting prospects in metropolitan areas with higher ...
In this engaging episode, we dive deep into the world of loan officers with our special guest, Scott Groves. Scott shares his wisdom and insights on staying committed in the face of adversity, and outlines why even in challenging markets, loan officers are still exceedingly well paid for their work. Referencing his own experiences and those of his coaching clients, Scott provides context to the current industry landscape and urges ...
In this dynamic discussion with Craig Davis, we delve into the power of clarity and the concept of the 'clarity zone'. Craig shares his insights on the invaluable role of mindset in success and how he's leveraging this concept in his newly launched venture, Ascend Xperience. We also discuss his innovative seven-part framework, which includes elements like mind state, stress vs clarity, promise plus purpose, and roadm...
Join us for another episode as we dive into the world of strategic sales and financial success with our exceptional guest, Gibran Nicholas. We unravel the concept of archetypes in sales and how understanding this can help you communicate more effectively with your clients. Gibran shares insights from his book "The StorySeller Adventures" that not only helps you overcome objections but also understand patterns to elevate y...
In this riveting episode, we chat with the extraordinary Geoff Zimpfer, who is transforming the way loan officers approach their role in today's ever-evolving market. Geoff lays out the blueprint for success, revealing how his system empowers loan officers to provide exceptional value to real estate agents, fostering a level of partnership unheard of in the industry. If you want to stay ahead of the curve in this challenging m...
Join Michael and Taylor Briggs in this engaging discussion as they unravel the intricacies of the mortgage and financial services industry. The episode features a seasoned professional sharing his journey of more than a decade in the sector. Find out how he progressed from administrative roles to the fast-paced realm of sales, finding his niche in the mortgage industry. Understand how this expert along with his business partner are...
In their compelling conversation, Chris Sorensen and Michael dissect the future of the mortgage industry, particularly in the context of the expected market shakeout. Sorensen, an industry stalwart, emphasizes the vital role of integration in marketing tech stacks, asserting that isolated tools may lead to ineffective communication. He vividly illustrates the shifting mortgage landscape, predicting a substantial turnover as many lo...
Loan Officers must understand the importance of effective marketing if they are going to be successful in their business. During an interview between Michael Neef and Gilberto from Maverick Media Lab, they discussed strategies such as retargeting campaigns, drip emails and text messages that can help loan officers maintain relationships with real estate agents while building a Rolodex system for future reference. They also talked a...
Join Anna Kara in this inspiring episode as she shares her incredible journey of overcoming obstacles and building a successful mortgage empire from scratch. From humble beginnings, Anna's story is a testament to resilience, determination, and unwavering ambition. Gain valuable insights as she discusses the challenges she faced, strategies for success in the mortgage industry, and personal growth techniques. Get ready to be mo...
Nicole Zukas has been in the industry for decades and has experience in both retail and broker channels, she's run small and large companies, and talks about her experience in this weeks episode.
Our Co-Founder, Matt Doud, chats with Michael Neef about the phycological aspects of business and being in the right mental state to run your business.
As a Consulting COO, my mission is to keep the Founder/CEO’s plate clear of operational details that are important but tend to be a distraction. I want him or her to be able to focus all of their attention, energy, and passion on creating the best product they can and deliv...
Michael and Tammy talk about the value and important of being sincere with your customers and building a personal bond with them.
Tune in as host Michael Neef engages in a discussion with Matthew Boyce, diving deep into the realm of loan origination. Prepare to uncover the value of process and efficiency, where time-saving strategies take center stage. Discover the transformative power of well-honed processes that pave the way for establishing fruitful referral partnerships, seamlessly onboarding new team members, and effortlessly reclaiming valuable moments....
Tawd Frensley from HomeIQ talks about his experience in the Real Estate industry, and how important it is to stay front and center with your borrowers, and engage with them long term.
Ken Perry joins Michael to talk about the importance of know how to do your job, understanding compliance, and how he built a platform to help loan officers learn in a fun and creative way.
Check Out Our Podcast: https://www.preapprovemeapp.com/conversations-with-a-recovering-loan-officer/
Get Started with Pre-Approve Me: https://www.preapprovemeapp.com/
We're not the only Point-Of-Sale provider out there...
It's 2023, if you're in sales, it's expected you have a website, and you probably do have one. That being said, that doesn't mean you have a good one, it's very important to launch a website that engages your customer, provides the information they need, and helps convert them in a non-intrusive way. Anthony and Vinnie Balsamo from Vonk Digital talk about how they launched a company the provides high qualit...
Jeff Bernheisel Talks Marketing and Utilizing AI in Your Business.
Check Out Our Podcast: https://www.preapprovemeapp.com/conversations-with-a-recovering-loan-officer
Get Started with Pre-Approve Me: https://www.preapprovemeapp.com/
We're not the only Point-Of-Sale provider out there, but we are the only ones to provide your borrowers with exactly what they need to get their loan funded in a single, sleek...
Today we're joined by Brian Vieaux from FinLocker. Michael and Brian chat about the purpose behind the products, the problem their trying to solve, and how you as a Loan Officer can you use them to compete with the likes of much larger corporations that you compete against.
Michael chats with Faramarz about is career, how he got into mortgage, and how he has become so successful in it. They talk a lot about the importance of being detailed oriented and creative about how you qualify a customer to make sure you always are able to complete a transaction.
In today's episode Michael talks with Nick Carpenter about how he built his business to suit his life, and to achieve his goals. He chats through the value in finding the right people to do the job, and the importance of recruiting them. They also talk about Nicks unique strategy to realtor partnerships and other industry partnerships.
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