Conversations with a Recovering Loan Officer
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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.
Available episodes
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Sep 4, 2023
EP30 - Rachel Tarman: Igniting Change in the Real Estate Industry via Collaboration and Innovation
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 loan amounts - and how these can dramatically impact loan officer compensation. Additionally, Rachel discusses her popular podcast, 'The Real Tea with Rachel', where she interviews top-producing real estate agents from around the country, sharing their unique insights and innovative ideas. Never one to shy away from the big questions, Rachel also delves into the often overlooked practicalities of making money in the real estate and loan industry. She highlights the importance of collaboration and idea-sharing, pushing back against competitive mindsets to foster a supportive and thriving community. If you're interested in learning from an industry expert, this episode is not to be missed! Don't forget to subscribe and share with your peers in the industry.
#RealEstateInsights #RachelTarman #BusinessDevelopment #LoanIndustry #InnovativeIdeas #RealTeaWithRachel #mortgageindustry #SuccessInRealEstate #CommunityCollaboration #IndustryNorms #TopProducingAgents
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Aug 28, 2023
EP29 - Scott Groves Talks Resilience in the Face of Adversity: Thriving as a Loan Officer in Changing Markets
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 listeners to seize opportunities that arise from the departure of others in the field. He also discusses his coaching program and the importance of continuous lead generation. An episode not to miss for anyone in the industry looking to thrive and succeed in changing times.
#LoanOfficers #MortgageIndustry #LeadGeneration #ScottGroves #Coaching #CareerSuccess #IndustryInsights #StayCommitted #ChangingMarkets #ThriveInAdversity
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Aug 21, 2023
EP28 - Craig Davis Talks With Michael About Leadership and Perspective When Running a Business
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 roadmap to results. Michael emphasizes the importance of value provision in achieving financial and personal success and shares his plans to convert podcast content into actionable resources for listeners. The episode concludes with a real-life anecdote from Craig about his transition from a traditional mortgage role to following his purpose and passion in starting Ascend Xperience, Coaching. Tune in to find out more about the journey, the lessons learned, and how you too can find your 'clarity zone'.
#ClarityZone #MindsetMatters #PowerOfClarity #StressVsClarity #PromisePlusPurpose #RoadmapToResults #ValueProvision #PersonalSuccess #FinancialSuccess #PodcastInsights #LifeTransitions #PassionProject #FindYourAlly
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Aug 14, 2023
EP27 - Gibran Nicholas Talks Partnerships and Providing Unique Value to Accomplish Your Goals
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 your life. We also touch on the significant role of the housing industry, the importance of silencing self-doubt, and embracing the courage within. If you're passionate about sales, the housing industry, or simply want to gather some wisdom about overcoming personal and professional challenges, this episode is a must-listen. Check out the full episode, and don't forget to visit our website for the show notes with a direct link to Gibran's book. Subscribe and stay tuned for more insightful conversations!
#StrategicSales #FinancialSuccess #GibranNicholas #StorySellerAdventures #OvercomingObjections #HousingIndustry #SilenceSelfDoubt #EmbraceCourage #Sales #PodcastEpisodes
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Aug 7, 2023
EP26 - Unlocking Success with Geoff Zimpfer: Redefining the Role of Loan Officers in a Shifting Market
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 market, this is an episode you can't afford to miss.
Learn More About Geoff and His Marketing Program: https://www.mortgagemarketinginstitute.com/
#LoanOfficers #RealEstate #MarketShifts #MortgageMarketing #GeoffZimpfer #Partnership #SuccessBlueprint #BusinessStrategy #MarketTrends #BusinessGrowth #Innovation #Leadership #SuccessMindset #IndustryInsights #FinancialServices #MortgageIndustry
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Jul 31, 2023
EP25 - Navigating the Mortgage Industry: An Insightful Conversation with Michael and Taylor
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 making an impact, focusing on VA loans and assisting first-time home buyers. They also reminisce about the evolution of lending technology within the industry. Whether you're a mortgage professional, a novice home buyer, or simply have an interest in financial markets, this episode promises insightful content for everyone. Tune in right away!
#AI #MortgageIndustry #FutureOfMortgages #KillerInstinct #TechIntegration #MarketingTechStack #BusinessTransformation #IndustryInsights #LoanOfficer #2024Forecast #BusinessTalk #SaaS #Innovation #DigitalTransformation #AIinBusiness #MichaelNeef #ChrisSorensen
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Jul 25, 2023
EP24 - Planning Ahead with Chris Sorensen and Michael Neef: The Future of Mortgages and the Need for a Killer Instinct
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 loan officers are expected to leave the scene by 2024. He also advocates for cultivating a "killer instinct" to successfully navigate the anticipated challenging market conditions. On the flip side, Michael shares aspects of his company's work in customer service. However, it's Sorensen's insightful forecast and industry wisdom that truly captivate the audience. This discussion leaves listeners with a deeper understanding of the impending transformations in the mortgage industry.
#AI #MortgageIndustry #FutureOfMortgages #KillerInstinct #TechIntegration #MarketingTechStack #BusinessTransformation #IndustryInsights #LoanOfficer #2024Forecast #BusinessTalk #SaaS #Innovation #DigitalTransformation #AIinBusiness #MichaelNeef #ChrisSorensen
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Jul 17, 2023
EP23 - Gilberto and Michael Talk Realtor Referrals and the Value of Them
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 about service offered by Maverick Media Lab which helps loan officers get access to those real estate agents so that initial meetings can be set up quickly and efficiently. Finally, it was emphasized that staying on top of calls and appointments is essential for success in the industry; even something as simple as having 3x5 cards filled out after each closing could make all the difference
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Jun 26, 2023
EP22 - From Nothing to Success: Anna Kara's Journey of Triumph and Resilience in the Mortgage Industry
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 motivated and empowered to overcome hurdles and achieve greatness. Tune in and embark on a transformative journey with Anna Kara.
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, modular interface.
Your Borrowers & Realtors will be able to generate Pre-Approval Letters on the fly, Satisfy Conditions, Track their Loan, and much more. Best of all, you can customize ALL of it, from the branding down to the content, what your Borrowers see is entirely up to you.
#Mortgage #mortgagetips #mortgagelife #mortgagerates #Mortgagelender #mortgagebroker #mortgageadvice #mortgagebrokers #mortgagebanker #mortgagebankers #business #businessowner #smallbusiness #videomarketing #marketingstrategy #digitalmarketing #businessideas #businesstips
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Jun 19, 2023
EP21 - Nicole Zukas Talks The Value in Being Sincere and Building Long Term Relationships
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.
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Jun 5, 2023
EP20 - Co-Founder Matt Doud Chats About the Phycological Aspects of Business
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 delivering it to the market. I believe that a business needs a solid foundation on which to grow, but the daily demands of running a business, especially in an early-stage company, force founders and CEOs to be working too much “in the business” and not enough “on the business.” I come alongside these overburdened leaders to create a hedge of protection around them so that they can stay focused on what they do best while knowing that the vital operational details are being handled, and handled well.
If you are struggling to keep your head above water and would…
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May 30, 2023
EP19 - The Importance of Being Sincere with Your Customers with Tammy Hajjar Miller
Michael and Tammy talk about the value and important of being sincere with your customers and building a personal bond with them.
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May 22, 2023
EP18 - Matthew Boyce Talks Process and Efficiency in Loan Originating and How That Saves You Time
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. With the spotlight on the importance of robust processes, you'll gain insights on avoiding costly mistakes and delivering a consistently exceptional customer experience. Get ready for an engaging and enlightening podcast episode that will revolutionize your loan originating journey.
Check Out Our Video 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 w…
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May 15, 2023
EP17 - Tawd Frensley talks with Michael about the value in engaging with borrowers long term
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.
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May 8, 2023
EP16 - Ken from the MortgageCoop talks the importance of having fun doing your job and understanding compliance
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, but we are the only ones to provide your borrowers with exactly what they need to get their loan funded in a single, sleek, modular interface.
Your Borrowers & Realtors will be able to generate Pre-Approval Letters on the fly, Satisfy Conditions, Track their Loan, and much more. Best of all, you can customize ALL of it, from the branding down to the content, what your Borrowers see is entirely up to you.
#Mortgage #mortgagetips #mortgagelife #mortgagerates #Mortgagelender #mortgagebroker #mortgageadvice #mortgagebrokers #mortgagebanker #mortgagebankers #business #businessowner #sm…
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May 1, 2023
EP15 - The Importance of a Good Website with Vonk Digital
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 quality, affordable websites for loan officers, and the important features a website should have.
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Apr 24, 2023
EP14 - Jeff Bernheisel Talks Marketing and Utilizing AI in Your Business
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, modular interface.
Your Borrowers & Realtors will be able to generate Pre-Approval Letters on the fly, Satisfy Conditions, Track their Loan, and much more. Best of all, you can customize ALL of it, from the branding down to the content, what your Borrowers see is entirely up to you.
#Mortgage #mortgagetips #mortgagelife #mortgagerates #Mortgagelender #mortgagebroker #mortgageadvice #mortgagebrokers #mortgagebanker #mortgagebankers #business #businessowner #smallbusiness #videomarketing #marketingstrategy #digitalmarketing #businessideas #businesstips
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Apr 17, 2023
EP13 - Brian Vieaux & Michael Neef talk about using Technology to Compete with the Big Dogs
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.
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Apr 10, 2023
EP12 - The Importance and Impact of Doing Quality Work, not Cheap Work
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.
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Apr 3, 2023
EP11 - Attracting Industry Partners in Unique Ways w/ Nick Carpenter
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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Mar 27, 2023
EP10 - Christopher Griffith Talks About Training Loan Officers and Providing Value to Customers
In today's episode Michael talks with Christopher Griffith on how he built a VA training platform for Loan Officers who want to improve on their ability to help out veterans, as well as building a mortgage business that utilizes debt strategically to build wealth.
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Mar 20, 2023
EP9 - Roxana Chats About the Value in Growing Relationships to Build a Business
We had a great talk with Roxana Elbahou where she chats about the value in building relationships to build a business. She also touches on how she has built her business, and some of her plans for growing it.
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Mar 13, 2023
EP8 - Can You Use Scarcity in Sales to Increase Lead Quality?
Bob Friel chats with Michael about his sales process and how he uses scarcity to increase lead quality. Bob talks about how he'd rather find 10 high quality customers than 100 low quality customers, and some of his tech he uses to run his business.
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Mar 6, 2023
EP7 - The Value in Understanding Your Partners Business w/ Joe Shaw
Joe Shaw talks to Michael about his carrier and how/why he went from working in real estate to becoming a loan officer. He also chats about the value in understanding your partners business and how you can relate with them.
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Feb 27, 2023
EP6 - The Importance of Work Life Balance w/ Mark MacInerney
Michael and Mark sit down and talk about the value and importance of a good work life balance, and how Mark has managed to tackle the issues caused by constant work initiatives.
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Feb 20, 2023
EP5 - Valuable Long Term Marketing Strategies with James Polinori and Michael Neef
Michale Neef sits down with James Polinori, to chat about marketing initiatives, and ways to build lasting marketing initiatives.
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Feb 13, 2023
EP4 - Michael Neef & Michael Farrel Chat About Surviving the Current Market
Michael Neef and Michael Farrel chat about surviving the current market and how to engage with realtors by continuing to communicate with them, and by making it clear that you're then for them when it's needed.
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Feb 6, 2023
EP3 - The Value of Finding the Right Tools to Run Your Business w/ Todd Harrington
Michael Neef and Todd Harrington sit down and chat about Todd's introduction into the industry, how he built his business, and stays organized. Todd also goes over important technology solutions that you can use to increase your productivity, and likelihood of finding good realtor partners while still protecting your personal/family time.
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Jan 30, 2023
EP2 - Michael & Ryan Chat About Taking Your Business from 0 to 100 on a Budget
Join Michael Neef & Ryan Ehler as they sit down and chat about starting a business and what it takes to produce great video marketing content. Ryan will also go over how you can take your business from zero to a hundred with little to no budget.
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Jan 23, 2023
EP1 - Interviewing Real Estate Expert, Scott Tuttle, to Learn How He Built His Business
In this interview we talk to Scott Tuttle, a part of a top producing Real Estate team in Central Oregon. Scott shares insight about this market, how he built his business and some tips to help Loan officers connect with Real Estate agents.
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