Loan Officer Team Training with Irene Duford

In this exciting episode, I have the pleasure of hosting the incredible Valerie Saunders for a chat. We delve into the inner workings of the National Association of Mortgage Brokers, Valerie gives us an insider's perspective, sharing her experiences and insights with warmth and candor. We discuss the mission of NAMB, its impact on the industry, and the opportunities it offers for professional growth. It was a truly enlightening conversation, and I'm confident that our listeners gained a great deal of knowledge about this important organization. Remember, it's all about learning, growing, and succeeding together!

Show Resources:

NAMB.org

Show Highlights:

00:30 - Focus 2024

01:50 - NAMB National 2024

03:30 - Barry Habib

04:45 - “Lists are Just Ways to Put Things Off”

05:45 - Having a Solid Team

06:30 - NAMB Legislative Agenda

10:15 - The Behind the Scenes Work is Getting Done

13:50 -  How to Get Involved

17:20 - A Community Builders Committee

19:30 - NAMBPAC

22:25 - Who Can Join NAMB

25:50 - Strategic Sponsors

31:00 - Certification Opportunities

33:15 - Connect with Valerie

In this episode, we’ve got a fantastic episode for you! My guest is the amazing Michelle Berman, who's been doing wonders helping mortgage officers and real estate agents grow their brands using Instagram. We sit down and dive into Michelle's courses, where she shares her secret sauce on how to leverage the power of Instagram to its fullest. Michelle is a true guru in this field, and her insights are invaluable for anyone looking to give their business a boost. So, get ready to take notes and level up your Instagram game. Trust me, you won't want to miss this one!

Show Resources:

Michelle on Instagram - https://www.instagram.com/bermanmediasocial/

BermanMediaPD.com

Show Highlights:

00:30 - Meet Michelle Berman

04:00 - Beyond The Method™️

08:40 - Why Instagram

13:35 - Everyone with Success Has a Story

19:30 - Avoiding the Disconnect

22:00 - Good to Great by Jim Collins

26:00 - The Beyond The Method™️ Engagement Tracker

27:50 - Using Instagram to Grow Your Business

36:15 - Upcoming Webinars

38:45 - Connect with Michelle

Welcome everyone to another exciting episode of Loan Officer Team Training! Today, we're thrilled to have the insightful Kevin Brierton with us. In this episode, Kevin shares his wealth of knowledge on overcoming obstacles in the loan industry. In the end, it’s about more than mortgage though, it’s all about personal growth. So grab your notepads, because there's no excuse for not being prepared to learn something new today! Let's dive in and empower ourselves with knowledge, together.

Show Resources:

Kevin Brierton-Neo Home Loans

https://kevinbrierton.com/

Kevin's Podcast:  https://podcasts.apple.com/us/podcast/no-excuse-pro-podcast/id1715406548

Show Highlights:

01:00 - Meet Kevin Brierton

04:15 - Mindset Starts in the Morning Routine

08:00 - Morning Media

10:15 - Self Talk is for More than Just Yourself

16:40 - Ask Questions

18:25 - It’s Not Too Late for Intentionality

23:30 - Fear Isn’t Real

25:40 - No Excuse Pro Podcast

28:45 - 3 Keys to Ending Anxiety as a Mortgage Officer

33:00 - The Power of a Handwritten Note

37:50 - The No Excuse Pro Podcast Origin

43:30 - It’s About Personal Growth

44:30 - Helping Set Better Habits

In this episode of "Loan Officer Team Training," I  have a super exciting chat with Luke from Angel AI. We dive deep into the incredible world of data and how it's transforming the mortgage industry and beyond. Luke shares the story behind Angel AI  and how it is helping us serve our customers and clients better through the power of data. We also discuss what’s next for this exceptional tool for Real Estate agents and other businesses across industries. So, buckle up for this data-driven ride, because it's going to be a game-changer!

Show Resources:

https://angelai.com/

Show Highlights:

00:25 - About Luke

01:55 - What is Angel AI

02:30 - Who Angel AI is For?

06:25 - How Real Estate Agents are Using Angel AI

08:15 - How Smart is Angel AI

10:00 - How Old is Angel AI

11:40 - The Future of Angel AI

13:45 - Obstacles to Adopt a Service like Angel AI

16:45 - The Power of the Data

21:00 - AI is Nothing to Be Scared Of

24:25 - Do Not Be Left Behind

28:35 - Connect with Luke

30:50 - Loan Officer Team Training

In our latest episode, I had a great chat with the amazing Robert Fillyaw. Robert generously gave us an inside look at how his own team operates, sharing the systems and processes they've built to consistently succeed at a high level, even as they continue to grow. If you're looking to create a robust plan and implement effective processes in your own team, this episode is a must-listen. Robert's insights are sure to inspire and guide you on your journey to success.

Show Resources:

TalkToTheTrainers.com

Connect with Robert

[email protected]

352-665-1302

Show Highlights:

00:45 - The Gamechanger for Robert Fillyaw’s Business

02:45 - Logistics Specialist Fillyaw

04:45 - Making a Map Forward

07:30 - Putting Dates On Your Plans

11:20 - Acts of Freedom

16:00 - Shared Loan Partners

20:00 - The Fillyaw Fantastic File Flow

22:25 - Taking Process Management Away from Loan Officers

24:25 - HMA Mortgage

27:30 - That’s What Success Is

29:00 - Having a Team that Frees You Up

30:35 - Surrounding Yourself with the Right People

In our latest episode, I had the pleasure of chatting with the incredible Tammy Schneider. Tammy brings a wealth of experience to the table, and she shared her insights on how you, as a Loan Officer, can go from making your first hire to building out a full team. We're talking about creating the exact business and legacy YOU want, not just following someone else's idea of success. Tammy's advice is all about making your dreams a reality, so tune in for a conversation that's sure to help you take your team to the next level.

Show Resources:

TalkToTheTrainers.com

The One Thing: https://a.co/d/7WwULWQ

The E-Myth Revisited: https://a.co/d/3kLtXG0

The Ideal Team Player: https://a.co/d/9TU2Hcv

Show Highlights:

00:50 - Who is Tammy Schneider

01:30 - First, Know What You Want

02:45 - Realize You Can’t Do It Alone

05:00 - This Is Your Own Journey

07:15 - Gary Keller’s “The One Thing”

08:20 - Michael Gerber’s “The E-Myth Revisited”

09:15 - What are You Really Good At, What Do You Love, What Do You Want to Accomplish

10:45 - You Can Have It, Eventually

11:50 - What Do I Take Off My Plate Immediately

13:20 - Everything is Hire-Outable

15:30 - Building a Legacy Takes Time

21:45 - Look for Role Models/Examples

22:25 - Who Are the Players I’ll Need to Accomplish This

23:35 - Building From Here to There

25:10 - Becoming a True Business Owner

26:25 - Be Honest with People Up Front

27:20 - Patrick Lencioni - The Ideal Team Player

27:40 - The DISC Profile

32:25 - Mapping it All Out

33:55 - How Can I Afford that First Hire

36:05 - Sharing Your Vision

In this episode host Irene Duford engages in a riveting conversation with guest Jen Conley. The pair delve into the common pitfalls that Loan Officers encounter, particularly the tendency to make inappropriate comparisons and overlook core business fundamentals. Jen highlights the importance of grounding decisions in factual data rather than personal feelings, a strategy that can help Loan Officers sustain and even expand their business amidst challenging market conditions. This insightful discussion offers valuable advice for professionals looking to navigate the complexities of the loan industry.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Show Highlights:

01:00 - Helping Loan Officers Succeed

03:00 - Tracking Leads AND Conversions

05:00 - Defining a Braindump

06:15 - Reasons You’re NOT Meeting Your Goals

09:00 - They’re Not Thinking About You, But They Like to Be Thought Of

13:10 - Overcoming Contention

14:15 - You Don’t Need Them All

16:30 - People are People

19:45 - They’re Not Referrals, They’re Families

22:15 - Holding Them (And Yourself) Accountable

24:00 - Doing the Fundamentals

25:20 - Focus on the Facts, Not Your Feelings

29:30 - The Right Comparisons

32:30 - Don’t Let Yourself Forget What Worked

34:30 - It’s All About Implementation

In the episode of Loan Officer Team Training, host Irene Duford, along with guest Kenneth Duford, delve into practical strategies for loan officers to optimize their teams and partnerships. The discussion focuses on the importance of consistency in business operations, with an emphasis on the application of checklists to ensure that things happen the same way every time! 

The duo also underscore the significance of fostering strong relationships not only within the team but also with clients and real estate agents. This episode provides loan officers with actionable insights into enhancing their practices and maximizing their impact through others.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Motivation by Appreciation Inventory to know each team member's Language of Appreciation:

https://shop.appreciationatwork.com/products/the-mba-inventory-basic-2019

Show highlights:

00:25 - Introducing Kenneth and His Role

01:00 - You Have to Have Really Good Help

01:50 - The Loan Officer is Too Involved

05:00 - Building Team Culture

06:20 - Understanding The Loan Team’s Roles

08:30 - How Can We Be Better

09:45 - Mindset Matters

13:15 - Efficient Loan Processes

18:45 - Verifying Daily Priorities

20:30 - Checklists are Everything

22:00 - The Pilot’s Story

24:15 - Words Are Very Powerful

26:20 - Selling the Power of Your Loan Team

27:20 - Asking For Referrals

30:35 - Learning How to Make the Calls!

33:00 - The Power of Listening

34:25 - Motivation by Appreciation Inventory

36:00 - A Communication Course, with Processes

37:30 - We Call It WOW Training on Purpose

In this insightful episode of the Loan Officer Team Training Podcast, host Irene Duford is joined by special guest, Ginger Bell, an acclaimed entrepreneur and marketing expert. We delve into Ginger’s innovative theory of edu-marketing. Ginger shares her journey of building a successful company focused on helping business owners implement this unique marketing strategy. Listeners can look forward to gaining a deeper understanding of how to leverage edu-marketing to highlight the solutions their businesses offer as opposed to just their services, ultimately driving growth and customer engagement.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Show highlights:

00:20 - Welcome Ginger Bell

01:20 - Ginger’s Mortgage Origin

03:20 - EduMarketing

05:05 - How to Use AI

10:00 - Learning AI with Ginger

14:10 - Overcoming Privacy Concerns with AI

15:50 - Overcoming Scarcity Mentality

17:50 - Taking Action with Video Creation

22:30 - Selling the Problems You Solve, Not the Services You Sell

28:15 - Have a Plan…and Implement It Consistently

32:35 - Tightening the Right Budgets

35:15 - Loan Team Training

37:00 - Always Giving Value

38:45 - EduMarketing in the Mortgage Industry

41:30 - Working with Ginger

https://www.edumarketing.com

AI Prompt Handbook-Unlock the Secrets of Levering AI in your Marketing

by Ginger Bell, Chelsea Gardner and Toni Taylor Gozza: https://a.co/d/ghqS92j

In this episode, we dive into the world of marketing with special guest Chelsea Gardner. Join Irene and Chelsea as they explore Chelsea's successful marketing business and share valuable tips for business owners looking to expand their presence on social media. From effective strategies to engaging content, this episode is packed with actionable advice to help you grow your business online. Tune in to gain valuable insights and take your social media game to the next level.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Show highlights:

00:30 - It All Started in a Pet Shop

02:45 - Focusing Your Social Effort

04:10 - How Loan Officers Get Serious About Social

06:40 - How to Use AI in Your Voice

08:05 - The AI Prompt Handbook

08:25 - Time Blocking

12:55 - Fostering a Successful Mindset

14:30 - Journaling

16:50 - SelfTalkPlus.com

18:00 - Perseverance

20:00 - Working Through Fear

21:40 - Targeting Your Social Content

24:05 - Why Chelsea Gardner Marketing

26:00 - Encouragement for Business Owners

27:05 - Connect with Chelsea

Loan Officer Team Training Podcast Episode #14

"Thinking in the Language of Success" with Dr. Shad Helmstetter

https://podcasts.apple.com/us/podcast/loan-officer-team-training-with-irene-duford/id1649790320?i=1000599535376

Chelsea Gardner Marketing: https://chelseagardner.com

AI Prompt Handbook-Unlock the Secrets of Levering AI in your Marketing

by Ginger Bell, Chelsea Gardner and Toni Taylor Gozza: https://a.co/d/ghqS92j

Chelsea's Instagram: "@TheChelseaGardner"  https://www.instagram.com/thechelseagardner/