Welcome to another podcast episode of the Loan Officer Marketing with your host Chris Johnstone.

In this episode, we sit down with Edwin Oquendo to dive into his experience with the Concierge Program for Loan Officers and how it's helped him scale his business. Edwin shares how he’s been able to focus on what he does best—engaging clients and closing deals—by outsourcing his cold outreach to the concierge team. The program books approximately 10 qualified appointments per week, allowing him to maintain a 75% show rate and expand into new markets like Marion County without pre-existing relationships.

Edwin provides insights into how the Concierge Program works, with the team making around 300 calls per month to past clients and qualified agents, managing his CRM, and handling follow-ups. He also shares his strategic shift from two-step to longer single appointments, leveraging the “double tap” method for no-shows and considering a transition from Zoom to phone calls for higher connection rates.

In addition, Edwin talks about his success habits, including the importance of tracking numbers, giving the system time to work, and staying prepared with research tools like Redder. Whether you're a loan officer looking to scale your business or simply curious about the benefits of a concierge system, this episode is packed with actionable insights.

Tune in to learn how Edwin is using The Loan Officer CRM and the Concierge Program to consistently grow his business and build lasting relationships with clients and agents.

Loan Officer CRM - www.locrmdemo.com

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