Loan Officer Online Offline

So, you’ve made a list of your expectations for yourself, your team, or your employer. You’ve spoken with your boss or team and set a date for when those expectations should be met – and guess what? That day is here. You’ve made the decision, you’ve dealt with your fears. What’s next? In this three-part series, we talk with Adriana Bates, a Loan Officer and Branch Manager, about the steps she took when it was time for her to make a transition. We’ll take out all the guesswork with her detailed guide about what to do and when to do it, and how to make that tough decision. Here’s a taste of what we’ll go over in part 2 – • How to deal with the Fear of making a change in your business. • Setting up a backup plan. • How to be transparent about you transition and why it’s better for your clients. • How to really sell your team and promote YOU Inc. We’ll also talk about how to keep your successful momentum going while putting yourself in a better situation.

Meeting with agents you don’t know can be kind of scary, right? What do you say? How do you make the RIGHT impression? Should there be a call to action at the end of the meeting? On the next episode of Loan Officer Online Offline, Carl White and Chris Johnstone address all of those questions, plus give you a detailed road map of exactly what to do and say during the meetings to build realtor relationships that actually produce referrals! Here’s what you’ll learn in this episode: A step-by-step plan for meeting with agents The do’s and don’ts of agent meetings How to set the tone of your meetings to create engagement Call to action planning and scripting The power of choosing who you do business with

All too often, we see Loan Officers swing and miss when it comes to successfully building referral partner relationships with top agents in their area. The thing is – what you do before you get up to bat is just as important as what you do when you’re getting ready to swing. On the next episode of Loan Officer Online Offline, Carl White and Chris Johnstone showcase their combined approach to building referral partner relationships that’ll give you a unique edge above the competition and help you get “in front” of agents before you’ve even met! Here’s what you’ll learn in this episode: Referral marketing – putting a plan in place How to qualify agents for optimal results Setting the stage for creating new relationships 4 ways to influence by interaction Facebook ad content for targeting top agents

Most loan officers tend to shy away from calling their past database because they either don’t know what to say or because they think it has been “too long” and it’ll seem “weird” if they call now. On the next episode of Loan Officer Online Offline, Carl White and Chris Johnstone chat about how to overcome both of those roadblocks by sharing the exact plan Carl uses to market to his database, which consistently generates 1-3 leads per month per 100 people in his database! Here’s what you’ll learn in this episode: Calling your past database: who to call, when to call & how often Scripts for calling – what to say & topics to avoid Key phrases that act as psychological triggers How to create a know, like & trust dynamic with clients 2 resources that’ll help keep you on track and save time

What happens when you combine the most effective online and offline marketing strategies and incorporate them into your business? A little something we like to call marketing magic. The Loan Officer Online Offline podcast series was created by Chris Johnstone (online marketing expert) and Carl White (offline marketing expert) to share their "best of both worlds" approach for upping your marketing game to the next level.  The premiere episode kicks off with a step-by-step online database marketing strategy that will set you apart from the competition, increase your exposure, and produce real results you can take to the bank! Here’s what you’ll learn in this episode: Online database marketing: Setup, Implementation, & Results How to bring the human element into your marketing materials The #1 topic to avoid that will alienate half your database Emailing and texting – how often is too often? Optimizing your database marketing to save time and energy No database? The cool thing about this strategy is that y