Loan Officer Sales Training 5/13/24: Marketing Yourself as a Loan Officer

In this episode of "Loan Officers Sales Training," we delve into the crucial aspect of marketing yourself effectively as a loan officer. With the competitive landscape of the mortgage industry, standing out is paramount, and your personal brand plays a significant role in attracting clients and growing your business.

Join us as we explore actionable strategies and insights to elevate your marketing game. From leveraging social media platforms to building a compelling online presence, we'll uncover practical tips to position yourself as a trusted authority in the mortgage industry.

Discover how to tailor your marketing efforts to target your ideal clients effectively. Whether you're a seasoned loan officer or just starting in the field, this episode equips you with the tools and techniques to amplify your visibility, attract qualified leads, and ultimately boost your success as a loan officer.

Tune in to gain invaluable knowledge and take your marketing efforts to the next level in this competitive landscape.

For more episodes visit:
https://themortgagecalculator.com/Page/Loan-Officer-Sales-Training-Podcast

About The Mortgage Calculator:

The Mortgage Calculator is a licensed Mortgage Lender (NMLS #2377459) that specializes in using technology to enable borrowers to access Conventional, FHA, VA, and USDA Programs, as well as over 5,000 Non-QM mortgage loan programs using alternative income documentation! 

Using The Mortgage Calculator proprietary technology, borrowers can instantly price and quote thousands of mortgage loan programs in just a few clicks. The Mortgage Calculator technology also enables borrowers to instantly complete a full loan application and upload documents to our AI powered software to get qualified in just minutes!

Our team of over 350 licensed Mortgage Loan Originators can assist our customers with Conventional, FHA, VA and USDA mortgages as well as access thousands of mortgage programs using Alternative Income Documentation such as Bank Statement Mortgages, P&L Mortgages, Asset Based Mortgage Programs, No Ratio CDFI Loan Programs, DSCR Investor Mortgages, Commercial Mortgages, Fix and Flip Mortgages and thousands more!

Our Mortgage Loan Originators are trained to be loan consultants to guide borrowers throughout the entire loan process. A licensed Loan Offi

The Mortgage Calculator is a licensed Mortgage Lender (NMLS #2377459) that specializes in using technology to enable borrowers to access Conventional, FHA, VA, and USDA Programs, as well as thousands of Non-QM mortgage loan program variations using alternative income documentation!

Using The Mortgage Calculator proprietary technology, borrowers can instantly price and quote thousands of mortgage loan programs in just a few clicks. The Mortgage Calculator technology also enables borrowers to instantly complete a full loan application and upload documents to our AI powered software to get qualified in just minutes!

Our team of licensed Mortgage Loan Originators can assist our customers with Conventional, FHA, VA and USDA mortgages as well as access thousands of mortgage programs using Alternative Income Documentation such as Bank St

Episode Transcript

Restream recording May 13, 2 (02:10):
So you know, make sure to think
about what it is that you wouldlike to actually, you know,
specialize in, right?
So, you know, some people aremore passionate about
investments.
Some people are passionate abouthelping you know, people get
into homes, right?

(02:31):
Down payment assistanceprograms.
Things like that.
So, you know, you want to findwhat it is that you're
passionate about, and that canhelp your identity, right?
So, obviously a look, a feel butalso, you know, different
sectors and services orlocations, right?
Maybe you are, you know, Alittle bit more local working

(02:52):
with local realtors and youspecialize really in a city and
that's fine.
But definitely find an identityto brand and then create content
accordingly on your socialmedia, right?
Keep that in mind that youshould definitely, you know,
have your social media kind of,you know, matching the entire

(03:14):
brand, right?
Let me see here.
It looks like there's someissues, but me and just on my
gear, hopefully that is a littlebit better there.

(03:35):
Yeah, there we go.
Okay.
All right.
So again, just to go over to ifanybody didn't hear, you know,
find your identity, right?
Find what you want to specializein, create your content
accordingly, attend and sponsorevents, obviously try to do in
your niche, whether it's you'repassionate about investors or,
you know, You know, aninvestment properties or fix and

(03:56):
flips or passionate abouthelping, you know, down payment
assistance, borrowers, get intohomes, whatever it may be now,
when it comes to actuallymarketing yourself again.
Now, this is where we're talkingabout.
Not only are we marketingourself to new people, but we
need.
To be easily searched and weneed to have validation when

(04:18):
people search us, right?
So when people search you, theyshould immediately see all of
your different profiles pop up.
They should see, you know, niceprofessional looking profiles on
everything.
And it should be a validation tothem.
So this is something that a lotof people don't take serious
enough, and we'll talk about iton the next slide as well, as

(04:40):
far as I'm going to give youspecific instructions to those
of you who haven't done it yet.
But this is so important becauseit's not just about getting new
people.
It's about, you know, gettingthe validation for the people
you're already calling the workyou're already doing.
So if you're not.
You know, doing the propermarketing and branding of
yourself, then the calls you'redoing are worth less.

(05:02):
You're wasting, you know, notwasting all your time, right?
But some of your time is beingwasted because some of the
people are not going to workwith you because they need that
validation and they didn't seeit when they looked you up.
So what should you do?
Well, you should Google yourselffirst off.
And see what comes up if youhave a not very, you know, if

(05:24):
you have a common name, then youprobably want to put loan
officer.
You know, after it to see whatactually comes up when people
would look you up if you have acommon name.
So, you know, Google yourself,see what comes up.
Is that what should be comingup?
Is that going to make a clientbe, you know, happy and feel,

(05:45):
you know, just safe with doingbusiness with you.
Right.
And so regardless of what comesup, you need to create all of
your online profiles.
We're going to talk about thathere in a moment.
And you should definitely have aprofessional headshot because
again, these are the thingswhere as you're doing them, you
know, they're, they're having acompounding positive effect

(06:07):
because of all the calls thatyou're making and things you're
doing are now more valuable.
So free loan officer profiles,very important here.
Obviously you all need yoursocial media, your Facebook,
Instagram, your LinkedIn, allthis kind of stuff, right?
But there is a article in theknowledge center for those of us

(06:28):
at the mortgage calculatorcalled free loan officer
profiles.
And these are just some of them.
There's more on that as well.
And you should all have aprofile on these sites.
When somebody Googles you, itshould pop up with your, you
know, your mortgage calculatorwebsite will pop up for them to
apply.
That's definitely one of thefirst things.
That's going to pop up and youshould also have your social

(06:51):
media be popping up.
But one of the first thingthat's going to pop up, cause
it's the first website that'sgoing to always pop up on Google
is going to be Zillow, right?
And you can create a free loanofficer profile on Zillow.
So make sure you have a, Makesure you have a nice little
blurb about what it is that youdo or specialize in, and you

(07:13):
should have that on Zillow.
They have a free one onLendingTree, Rate Your Lender,
Find a Mortgage Broker, BiggerPockets, Scotsman's Guide.
These are all free for you tomake.
When somebody Googles you, ifthey see, Instead of, you know,
nothing or a couple things oryour personal Facebook or
something, if they Google youand they're seeing your nice
professional headshot, if theysee consistency on your, your

(07:37):
LinkedIn says you specialize inthis, and so does your Zillow
and your lending tree.
And all this kind of stuff, it'sgoing to make them feel very
comfortable doing business withyou.
It's going to make them want todo business with you because
they're going to say, Oh, wow,they're on Zillow and
LendingTree.
They're on all these officialwebsites.
They're out there.
They can also get reviewed,right?
You want to work with somebodywhere you're like, Oh, well,

(07:58):
they don't want me to give thembad reviews.
I know they're on all thedifferent websites and they're
obviously out there as aprofessional.
So they're going to take care ofme.
Because they don't want me toleave them bad reviews.
If you look somebody up and theydon't have anywhere for you to
leave them reviews, you know,it's a little, little scary,
right?
You don't know what's going tohappen, but when they're, when
you're public, when you're outthere professional on all these
different platforms and theyGoogle you and they see a mix

(08:21):
between these platforms and yoursocial media that also looks
professional, it's all you know,it's all branded in the same
light.
It's definitely going to make abig difference.
So you can jot these down.
Also go into the knowledgecenter.
There's a list of these it'sfree.
If you haven't done this.
Please do so.
I always say this.

(08:41):
If you're serious about being aloan officer, I guess this is
kind of directed towards thenewer people right now.
If you're serious about being aloan officer, you need to do
this right away.
It's going to compound theeffectiveness of the work that
you're going to be doing.
And it's something that needs tobe done.
If you're not serious enough totake a few minutes to go make
free loan officer profiles onall these websites, this is

(09:04):
going to be a Tough business foryou because this is like the ABC
stuff compared to doing loans.
Right?
So take the time, go set theseup.
There's an article in theknowledge center for those of us
at the mortgage calculator.
There's even more.
So make sure you go sign up forthem.
If you haven't again, noexcuses.
It, these are all free.

(09:26):
It takes minutes to set theseup.
Now marketing and branding toolshere just to kind of go over.
Obviously business cards aregreat.
Remember those of us at themortgage calculator on your
promotions tab, if you go to myprofile and go to promotions.
You have your business cardsalready designed there for you
as well as some differentbrochures and advertisements and

(09:49):
stuff like that.
Now banners here.
So I talked about this on theopen house trainings and some of
these things.
Some of you may have heard metalk about this before.
Super important here.
I do recommend that if you are alocal person that's doing
business locally, you invest acouple bucks into a tablecloth,
right?
A custom tablecloth can be, youknow, 50 bucks, something like

(10:12):
that.
And even a pop up banner can be,you know, 250 bucks or something
like that.
But the tablecloth for sure,because any events you go to any
open house, you go to justhaving a custom tablecloth with
your name on it or logo on it,or Whatever it is separates you
apart from everyone else, youknow, way worth the 50,

(10:36):
especially because you're thentake it to hundreds of events,
right?
The same tablecloth and a pop upbanner too, that that makes it
even more official.
So every single event you go toevery open house, and I would
also get a little folding tableyou know, to, to just carry with
you.
So everywhere you go, you gotyour folding table, your
tablecloth to put over it.
And your little pop up bannerand your business cards and

(10:58):
flyers to set out on the table.
Right.
And you are just a mobile youknow, marketing machine there
for, you know, total of what, 50bucks for a tablecloth and maybe
250 bucks for a banner.
50 bucks for a table or 20 bucksor whatever it is.
Right?
So we're talking serious, lowcosts for something that you can
carry with you, keeping your caror your trunk at all times

(11:19):
easily.
And you can just use it over andover again for, you know, 10
years.
Right?
So super great investment that Irecommend everybody does Photo
booths.
So this is something that we'vedone at previous events.
You can, you know, set up aniPad and have some of the
programs that will allow them tobasically turn an iPad or phone

(11:39):
into a photo booth.
Right.
And what happens is, you know,you put that up at an event
somewhere and to get the photos,they enter their phone number or
email and opt in, right?
And so that's a cool way tocollect people's info.
Also, we've talked about thisbefore here on this training
billboards billboards are reallycool now because there's digital
billboards and they do haveadvertising where you can

(12:03):
purchase, you know, as littleas, you know, 200 or, you know,
maybe it's 250 minimum orsomething like that, but
essentially it's almost likeFacebook ads, right?
You can choose a small amount ofmoney that you want to spend and
choose where.
Those ads go.
And so that's always a greattool there.
And you know, again, we'vetalked about it before, as far

(12:26):
as when you get the billboardup, you want to definitely take
a picture of it.
Cause it's almost worth more foryou to post on your social media
and stuff like that, than it isfor it to be even be on the
billboard itself.
Right.
So you want to try to get a, apicture of it there.
And then of course, going toevents, always great sponsoring

(12:46):
events.
Always great throwing eventswe've talked about here.
Fun.
Great.
But definitely, you know,something that's that's pretty
difficult.
Right?
So that is it here for today.
Just kind of a reminder foreverybody who might've seen us
talk about some of this stuffbefore.
Again, this is the big takeawayhere today.

(13:09):
The free loan officer profiles.
I know there's probably some ofyou who even heard this before,
but haven't got around to doingthis yet.
It's free.
It takes minutes.
There's a spreadsheet with theactual links in the knowledge
center at the mortgagecalculator.
So pull that up.
Take the few minutes here today.
Make all these profiles.
I promise it's going to help youimmensely and it's going to make

(13:31):
sure that you're getting themost out of your time.
And maybe you're buying leads.
I mean, I wouldn't be investinga ton of money into leads and
not have these set up becausewhen those leads you're buying.
Start wanting to do businesswith you.
They're going to Google you andyou're either going to look
amazing, like a professionalthat they can trust or somebody
that they can't even find atall.

(13:53):
Right.
So it will make a bigdifference.
I definitely recommend that asthe takeaway for here today.
So with that being said, we'llgo ahead and wrap it up.
Remember we were doing thisdaily, but now we are just doing
it weekly.
So we are doing this everyMonday at 12 PM Eastern for our
loan officer sales training.
So we'll be back next week witha new topic.

(14:14):
Appreciate you tuning in.
We will see you on Monday, 12 PMEastern for the next episode of
the loan officer sales trainingwith the mortgage calculator.