Loan Officer Mastermind

In this Win by Noon Friday Mastermind, Todd Bookspan is joined by performance coach Jonathan Roach and Dave Savage for a powerful conversation on mindset, energy, gratitude, and persistence in today’s mortgage market.

Jonathan shares why every loan officer is their own “head coach,” how to build energy and enthusiasm before serving clients and referral partners, and why the effort-to-results gap is where many careers are either strengthened or stalled.

This episode is a reminder to stop spectating on your potential, coach yourself like your best friend, stay consistent in your follow-up, and remember the resilience that has already carried you through hard seasons.

Books mentioned in this episode:The Gap and The Gain: The High Achievers’ Guide to Happiness, Confidence, and Success by Dan Sullivan

Learn more about Jonathan by visiting his LinkedIn and website:

LinkedIn: https://www.linkedin.com/in/jonathan-roche-868a082 Check out Jonathan’s website: https://www.peaklockin.com/

Check out the Loan Officer Mastermind by Win By Noon podcasts:

Spotify Podcast: https://open.spotify.com/show/4WhL8jsD4znkEzC7NWTR6R Apple Podcast: https://podcasts.apple.com/ph/podcast/win-by-noon-friday-loan-officer-mastermind/id1896277080

Follow Todd Bookspan, Dave Savage, and Deborah Byrd on Instagram!

Todd Bookspan: https://www.instagram.com/toddbookspan/ Dave Savage: https://www.instagram.com/davesavagecode/ Deborad Byrd: https://www.instagram.com/deborahabyrd/

Join the live Friday Mastermind: https://winbynoon.com/fridaymastermind/

Justin Padron joins Todd Bookspan, Deborah Byrd, and Dave Savage on the Win by Noon Loan Officer Mastermind to share what is working right now for mortgage professionals who want to grow in a challenging market.

Justin breaks down his “Moneyball Mortgage” approach to advising buyers, including how he uses seller concessions, buydown strategies, purchase price comparisons, and live mortgage presentations to help clients see the full financial picture.

The conversation also covers lead conversion, rate shoppers, Realtor partner follow-up, listing agent outreach, team structure, delegation, morning routines, and how to reinvent your mortgage business by improving the opportunities already in front of you.

This episode is a practical listen for loan officers who want to stop competing only on rate and start becoming the trusted advisor buyers and agents remember.

Join the live Friday Mastermind: https://winbynoon.com/fridaymastermind/

Follow Todd Bookspan, Dave Savage, and Deborah Byrd on Instagram!

Todd Bookspan: https://www.instagram.com/toddbookspan/

Dave Savage: https://www.instagram.com/davesavagecode/

Deborad Byrd: https://www.instagram.com/deborahabyrd/

Check out the Loan Officer Mastermind by Win By Noon podcasts:

Spotify Podcast:

https://open.spotify.com/show/4WhL8jsD4znkEzC7NWTR6R

Apple Podcast:

https://podcasts.apple.com/ph/podcast/win-by-noon-friday-loan-officer-mastermind/id1896277080

Kevin Kauffman joins Todd Bookspan, Dave Savage, and Deborah Byrd for a powerful conversation on what it really takes for loan officers and real estate professionals to grow.

Kevin shares his five truths of getting to the next level, including why most sales professionals do not have a lead problem, why your database is your business, and why your calendar is the most honest version of your business plan.

The conversation also explores relationship building, masterminds, personal invitations, curiosity in the age of AI, discipline, database conversion, and how to add value to referral partners without making every interaction transactional.

This episode is especially valuable for mortgage professionals who want to build stronger Realtor relationships, create more meaningful database conversations, and stop chasing easy when deeper work is what creates long-term growth.

In this episode of the Win by Noon Friday Mastermind, Sean Herrero joins Todd Bookspan, Dave Savage, and Deborah Byrd for a powerful conversation on mindset, decisive action, and building a mortgage business through service, courage, and one-to-many communication.

Sean shares how the phrase “I wonder if…” has shaped his growth, why loan officers need to stop waiting until they feel ready, and how uncomfortable goals can create the pressure needed to perform. The group also discusses open house strategy, market update videos, agent webinars, personal accountability, and what it really means to be a mortgage advisor instead of an order taker.

This episode is a challenge for every mortgage professional who knows what to do but has been waiting to take action.

In this Win by Noon Friday Mastermind, Todd Bookspan, Dave Savage, and Deborah Byrd welcome Kimberly Ryan, real estate leader, coach, mentor, speaker, and founder of Lions and Legends, for a powerful conversation on potential, identity, focus, and brave action.

Kimberly shares why so many professionals live beneath their potential, how the “readiness myth” keeps people stuck, why your calendar is one of your greatest tools for eliminating distraction, and how one brave action can change your trajectory.

This episode is for mortgage and real estate professionals who know there is more in them and are ready to activate it.

In this episode of the Win By Noon Friday Mastermind, Todd Bookspan, Dave Savage, Deborah Dubois, and Jeremy Forcier break down the real reason loan officers struggle—execution, not knowledge.

Jeremy shares his 4P Framework (Position, Prepare, Perform, Protect) and practical strategies to improve client conversations, increase conversions, and stand out in today’s market.

If you’re ready to stop overthinking and start winning, this episode is for you.

In this episode, we break down the biggest takeaways from the Modern Mortgage Summit and what they mean for loan officers right now.

From the growing trust gap to the rise of AI-powered consumers, this conversation covers what top producers are doing to stay relevant and win more business.

You will learn why consistency is the real problem for most loan officers, how storytelling is replacing traditional marketing, and what small changes can create a better client experience.

If you want practical insights you can apply immediately, this episode delivers.

What does it take to close 40+ loans a month in today’s market?

In this episode, Todd Bookspan, Dave Savage, and Deborah Bird sit down with top producer Matt Adler to break down the five daily strategies driving elite performance.

You’ll learn:

• How to structure your day for maximum productivity

• Why practice separates top producers

• The importance of tracking the right numbers

• How relationships create long-term growth

If you want more consistency, more clarity, and more closings—this episode is your blueprint.