My BIGGEST regret when I first started as an LO

Ask any Loan Officer about the biggest regret they had when they first started, and you’re gonna hear things like:

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Not networking enough, not nurturing my connections, overlooking my networks, etc…

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But I got my start in this industry as a telemarketer for a small mortgage brokerage where I was making over 10,000 cold calls (minimum)...

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Being friendly and building relationships was the easy part.

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Matter of fact, I quickly became the top telemarketer in the country. 

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I could say “hi, how are you?” in 20+ languages with near perfect annunciation to build hyper quick rapport in the first 30 seconds of every call.

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But when it finally came time to be a Loan Officer and do the job, I wish I would’ve done this one thing sooner…

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Systematize. 

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There’s something to be said about having a system for every scenario, and if you’ve been to any of my virtual masterclasses, then you know how much importance I place on that.

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Now, I’ve got a system for just about anything. Like…

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5-steps for effective Realtor engagement.

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Leveraging cold out-reach.

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Leveraging your closed database.

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Annual mortgage reviews.

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Leveraging financial advisors as huge referral sources.

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How to run initial loan consultations to reduce rate shoppers.

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Reverse engineering business goals.

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Leveraging AI and social media to generate consistent homebuyer leads.

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Buying back 20 hours of your week through a Loan Assistant…

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As you can see, I’ve built quite the library. 

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Now don’t get me wrong, I don’t mean I wish I would’ve had these day 1 on the job…

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That would mean time machines would have to be real.

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I obviously have been able to build these from my years of experience…

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I just mean I wish I would’ve started writing it down as soon as I cracked one.

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Running a coaching program has really shown me how much I’ve grown as a professional because it’s forced me to reflect and document every step of my journey. 

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It’s shown me the power of having a robust system in place, not just for myself but for teaching others. 

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This is the foundation of my coaching philosophy now.

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And it’s a foundation I encourage you to start building for yourself if you haven’t already.

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But if you don’t feel like you’ve got any kind of refined processes or a strategy to streamline and you want in on that pot of gold…

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You can always join us over here in the GO! Community.

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And keep an eye out for all those free masterclasses I host.