Lending Forward

By Atlantic Bay Mortgage GroupBusiness Entrepreneurship News

Lending Forward episodes

January 19, 2022Lend Me A Hand Coach
Today I’m speaking with one of the superstars of Atlantic Bay Mortgage Group, Internal Coach Jeff Verry. Jeff has been coaching mortgage bankers to help them attain their goals since September of 2018. Founded in 1996, Atlantic Bay Mortgage Group® is a privately owned mortgage lender headquartered in Virginia Beach, Va. Atlantic Bay has been recognized as a Top 100 Mortgage Company in America, Best Mortgage Company, Most Enjoyable Place to Work, and an Inc. 500 Fastest Growing Company.
Jeff’s path to coaching at Atlantic Bay began about 18 years ago when he was a mortgage originator, and began being tapped by management for increasing levels of responsibility. It was just a few years ago that he was asked to head up a mentorship of internal mortgage professionals at Atlantic Bay, where he built his coaching stable from 6 people to 21 people in about four months.
Jeff truly enjoys his work and lives and breathes coaching every day. Join us as we discuss how coaching can benefit just about anyone in search of career improvement, time management, or fine-tuning their work/life balance.
Discussion Points:
Introduction and Jeff’s many steps up in his career that led to his present success as a coach
How did Jeff know that this path was even possible in his career?
What it takes to be a coach - it’s not for everyone
Jeff reveals what his role as a coach can provide for the mortgage bankers in need of direction
What is Jeff’s big success story he would like to share with us?
Taylor asks, “Who coaches the coach?”
Closing question: How are YOU lending it forward, Jeff?
Resources/Links:
Jeff Verry on Atlantic Bay Website
Jeff Verry LinkedIn
Taylor Ellard LinkedIn
Atlantic Bay Mortgage Group
20 min
January 13, 2022Financial Freedom Blueprint Pt. 1
If you listened to our recent episode “Inside Tina Caul’s Entrepreneurial Mind” I promised that we would be doing a multi-episode series with Tina about planning your future financial wealth and freedom. Today Tina is with us again for Part I of that series.
Tina Caul has been in the real estate business for 20 years, personally sold over 2000 homes, and ranks in the top 1% of realtors in the U.S. As Founder of Caul Group Residential Powered by eXp Realty (sometimes referred to as the “Amazon” of real estate,) she heads up the largest and fastest-growing residential real estate brokerage in North America. Located in Raleigh-Durham NC, her team is ranked #1 in the state of NC and SC.
Tina's passion is helping agents "Think Bigger" by letting go of their limiting beliefs. Tina gave a 2019 TEDx talk, was featured on HGTV, and has won multiple top awards in her field. Her specialty is coaching other realtors to increase income FAST, remove limiting beliefs, have ownership in your brokerage, and partner with top agents locally and nationally to create multiple streams of income.
Lending Forward is a weekly podcast hosted by Taylor Ellard and powered by Atlantic Bay Mortgage Group. We bring you raw stories from real people in the mortgage industry. We're covering what's next in lending, forward-thinking, and reflecting on lessons learned from Mortgage Bankers, Realtors, Financial Advisors, Coaches, and more! How are you lending it forward?
Founded in 1996, Atlantic Bay Mortgage Group® is a privately owned mortgage lender headquartered in Virginia Beach, Va. Atlantic Bay has been recognized as a Top 100 Mortgage Company in America, Best Mortgage Company, Most Enjoyable Place to Work, and an Inc. 500 Fastest Growing Company.
Discussion Points:
What were Tina’s “game-changer” moments early on that spurred her interest and involvement in real estate investing and financial planning?
Some of Tina’s tips for saving for your future
Why you should be able to afford THREE of whatever you’re considering purchasing
Tell us some of the things you learned while working with a money manager, that you still use today?
What are the “right” places and ways to invest?
How do you define financial wellness?
Now that you have made it this far, what’s next for your financial future?
Join us for Part II with Tina where we will be doing a deep dive on passive income streams
Resources/Links:
Book: Unshakeable by Tony Robbins
Caul Group/eXp Realty
Caul Group on FB
Caul Group on YouTube
Tina Caul on Instagram
Taylor Ellard LinkedIn
Atlantic Bay Mortgage Group
19 min
January 05, 2022Inside Tina Cauls' Entrepreneurial Mind
If you’re in real estate and you haven’t heard Tina Caul speak, you’re in for a treat on today’s episode.
Tina Caul has been in the real estate business for 20 years, personally sold over 2000 homes, and ranks in the top 1% of realtors in the U.S. As Founder of Caul Group Residential Powered by eXp Realty (sometimes referred to as the “Amazon” of real estate,) she heads up the largest and fastest-growing residential real estate brokerage in North America. Located in Raleigh-Durham NC, her team is ranked #1 in the state of NC and SC.
Tina's passion is helping agents "Think Bigger" by letting go of their limiting beliefs. Tina gave a 2019 TEDx talk, was featured on HGTV, and has won multiple top awards in her field. Her specialty is coaching other realtors to increase income FAST, remove limiting beliefs, have ownership in your brokerage, and partner with top agents locally and nationally to create multiple streams of income.
The podcast “Lending Forward,” hosted by Taylor Ellard, is brought to you by Atlantic Bay Mortgage Group®. Founded in 1996, Atlantic Bay Mortgage Group® is a privately owned mortgage lender headquartered in Virginia Beach, Va. Atlantic Bay has been recognized as a Top 100 Mortgage Company in America, Best Mortgage Company, Most Enjoyable Place to Work, and an Inc. 500 Fastest Growing Company.
Discussion Points:
Tina tells us about where she started out and how she grew her business exponentially
The things Tina did daily to get where she is now
Why so passionate (and generous) about helping others?
Books that Tina recommends
What do Tina’s days look like NOW, when she can structure it the way she likes
How role playing is one of the most important things Tina coaches
Practice your script for the 40 objections of buyers and sellers
A performer herself, Tina enjoys coaching people on the “performance” of sales
How to handle that little drunk monkey on your shoulder, named “fear”
What’s next in Tina’s entrepreneurial world?
How are YOU lending it forward?
Resources/Links:
Caul Group/eXp Realty
Caul Group on FB
Caul Group on YouTube
Tina Caul on Instagram
Taylor Ellard LinkedIn
Atlantic Bay Mortgage Group
25 min
January 04, 2022Prospecting with the Follow-Up Queen
In this episode I will begin a nine-part monthly series with the “Follow Up Queen” Athena Captain. Athena brings a refreshingly brutal transparency to the sharing of her experience, both in success and failure, making her a very relatable sales coach. She teaches 9 fundamental strategies to creating and maintaining a sales referral engine.
Named one of the Top 50 Women Making a Difference in 2020, Athena Captain believes that leadership is only effective if it comes from a genuine desire to serve, and from hard-won experience. Athena teaches her 9-Step System to help others develop their own referral-based businesses. She has successfully coached and led sales teams in real estate for over twenty years. Within her community, Athena is a Co-Founder of the Savannah Station Equine Therapy Program, in honor of her daughter Savannah, and Athena is a board member of Oklahoma Family Network.
Founded in 1996, Atlantic Bay Mortgage Group® is a privately owned mortgage lender headquartered in Virginia Beach, Va. Atlantic Bay has been recognized as a Top 100 Mortgage Company in America, Best Mortgage Company, Most Enjoyable Place to Work, and an Inc. 500 Fastest Growing Company.
Discussion Points:
How Athena got started in the sales and real estate industry
If someone is just breaking in to the lending industry, how can they get started with your system?
How the little voice in our heads can hold us back from doing follow up calls
The statistics regarding sales follow-up calls might surprise you
How can a seasoned professional benefit from your system?
What percentage of a business plan should be about follow up?
How can people prepare for success before beginning your 9-step follow up system?
When calling leads that didn’t result in a sale, what should you say to them?
Offering education and value in your follow up system
Closing question: How are YOU lending it forward, Athena?
Resources/Links:
Athena Captain Website
Athena Captain on FB
Athena Captain on Twitter
Athena Captain LinkedIn
Taylor Ellard LinkedIn
Atlantic Bay Mortgage Group
22 min
December 16, 2021Humble Branding
Today I’m speaking with “Coach” Kyle Draper, social media expert and host of the podcast “The Social Media Mindset.” In this episode, we will be discussing Kyle’s strategies that realtors and lenders can use to gain credibility and trust through the content they share on the most appropriate social media platform for their target clientele.
Kyle’s interesting path to coaching began as a youth pastor in Plano, Texas, and morphed into working in a multi-million dollar roofing business with his father. His a-ha moment came one day while his shoes were melting on the blazing hot roof he was working on, and he realized that most realtors and lenders are not great with social media. Kyle had a lot of knowledge about how to “do” social media to share with the realtors and lenders he crossed paths with in that family home improvement business.
Discussion Points:
Introduction and Kyle’s background
Where and how should a mortgage banker begin to market and brand themselves?
Kyle’s number one piece of advice to people when starting to create content for social media
The 6 “Pillars of Content” to consider when creating for social media:
Family
Passions
Business Education
Daily Life
Local Community
Closing question: How are YOU lending it forward, Kyle?
Resources/Links:
Kyle Draper Website
Kyle Draper Facebook
Kyle Draper Instagram
Kyle Draper LinkedIn
Kyle Draper YouTube
Chelsea Peitz Podcast
The Social Media Mindset Podcast
Taylor Ellard LinkedIn
Atlantic Bay Mortgage Group
27 min

About Lending Forward

From the publisher's feed

Lending Forward is the home for real discussions about the industry we love. Hear first-hand accounts every other week from the people at the heart of the business – Mortgage Bankers, Realtors, Financial Advisors, Coaches, and more – as they cultivate transparency around the future of lending.