Loan Officer Team Training with Irene Duford

“When you can do things you enjoy doing, you’re going to be happier!”

This episode features our first returning guest, Kenny Duford, a Loan Partner for Paul Dolan of the Dolan Mortgage Team. This time our conversation is focused on his career as a Loan Partner, and the impact that position can bring to YOUR business.

We start with the decision to MOVE to the position of Loan Partner, the different personalities that lead to different roles in a Loan Officer’s team and then discuss the steps you can take to hire the right partner and build a better team than ever before.

If you’ve enjoyed this episode please leave us a 5 star review, share it with everyone you know and colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more. This episode is for anyone who wants to grow their mortgage business by building the right team.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Show highlights:

01:00 - Kenny’s Mortgage Origin story

02:25 - Commission vs. Salary

05:25 - Compensation/Benefits package for Loan Partner

07:50 - How to trust a Loan Partner with your clients

11:15 - Learning to work with a new Loan Partner

14:25 - How a Loan Partner makes themselves indispensable

15:45 - The joy of being a Loan Partner

16:30 - Seeing the process AS a homebuyer

17:00 - The Power of Process

18:30 - What’s a habit for success that works for Kenny

19:45 - Lessons from Kenny’s team

22:00 - Appreciate your PEOPLE

24:30 - A book recommendation for loan teams

27:30 - 1 key to hiring the RIGHT Loan Partner

30:35 - Client Conversion Training

33:00 - The next Client Conversion Training session

Hamilton Lao is the Business Development Rep for Jing’s Mortgage Team, as well as a coaching client and friend of mine. I’m excited to share his story and insights with you in this episode.

We start talking about his teaching background, his transition to mortgage and how he learned to build reframe rejections as on-ramps for relationships.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Find The Secret Sauce Podcast: https://youtube.com/@SecretSaucewithHamiltonLao

Show Highlights:

01:30 - Hamilton’s mortgage origin

04:00 - Hamilton’s evolving role in his team

06:15 - Community Events as a launch pad

09:50 - Making the calls

11:45 - Secret Sauce Podcast

17:45 - Putting people in a place where they can help people

23:30 - The No-Laptop vacation

31:00 - Becoming a Broker

34:30 - Building a Milestone Mindset

39:30 - Receiving and Perceiving Rejection

45:30 - Would you change anything about your path

46:30 - Encouragement for Sales Pros

In this solo episode, we discuss the key steps to getting your team aligned with your own expectations.

We start talking about our own process and the WOW Service Time expectations, the WOW Standards of Tracking the Loan Process and finish up talking about how revisiting these systems can benefit even a seasoned Loan Team.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Show Highlights:

00:25 - WOW Service Time Expectations

00:50 - Know what your task is, know what the time expectation is

04:45 - WOW Team Training

07:25 - WOW Standards of Tracking the Loan Process

09:40 - The System Works (if you work it)

13:00 - LoanTeamTraining.com

13:35 - Thank you’s and Feedback request

Alyson Rixner is the President of the Orlicki Group, and a good friend who’s got a lot to teach us about process and systems. I’m excited to share her story and insights with you in this episode.

We start talking about what your process IS, or should be, talk through how Alyson systematized her own business, and share the simple formula for more sales and better customer service, no matter what industry you are in.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Connect with Alyson and her team: https://orlickigroup.com/

Show Highlights:

01:50 - Your Process Needs to Support Your Business Model

04:55 - Start With Why by Simon Sinek

06:00 - The Process Reflects YOU!

09:35 - Create. Test. Iterate! Your Process is Organic

11:35 - How Do You Systematize

14:00 - “If it’s on your mind, your mind isn’t clear.”

18:00 - You Don’t Need a Process Guru

21:00 - Building the Process is the COMPANY’s Process, Not Yours

30:00 - Sometimes you have to let one client go, so you can serve three others.

33:45 - Here’s What I Have. Here’s How it Benefits You. Here’s What I Want You To Do Next.

40:55 - How Having a Process Led to More Revenue

44:00 - You don’t need experienced team members to build a process

45:45 - Buy into YOUR OWN process

“When you hire the right people, and train them the right way, it’s like buying ink to print $100 bills.”

Carl White is the owner and founder of The Mortgage Marketing Animals and The Freedom Club, as well as a good friend and mentor of mine, who’s got a lot to teach us about process and people. I’m excited to share this discussion with you in this episode.

We start by talking about the creation of the Freedom Club, discuss my own training processes and programs as well as the power of positivity in your team and life.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Connect with Carl and his team: https://mortgagemarketinganimals.com/

Show Highlights:

03:10 - The creation of the Freedom Club

05:15 - Loan Team Training

10:15 - Hiring new team members

14:15 - Onboarding Checklist

25:40 - The Power of Positivity

28:00 - Irene’s Training plan

32:30 - Who can help me train my loan officers

“When you make a core change, you want that to impact your life in ALL ways.”

Alyson Rixner is the President of the Orlicki Group, and a good friend who’s got a lot to teach us about energy and mindset. I’m excited to share her story and insights with you in this episode.

We start by talking about how Alyson is part of a Florida-based business that she manages from Manhattan! We cover her own personal growth, keys to changing your mindset for the better and more.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Connect with Alyson and her team: https://orlickigroup.com/

Resources Mentioned:

• selftalkplus.com
• Alan Mind app - https://apps.apple.com/us/app/alan-mind-daily-journal/id1439590239
• The Orlicki Group realtor mindset videos - https://www.youtube.com/playlist?list=PLp1CkTEfXrPpIuYi_YMoTlL-U96Ga77b2
• 5 minute journal app: https://apps.apple.com/us/app/5-minute-journal-self-care/id1062945251
• Kwik Brain App:  https://apps.apple.com/us/app/kwik-brain-universe/id1555309060

Show Highlights:

00:40 - How Alyson became part of a Florida-based business FROM Manhattan

02:40 - How Alyson met Irene

06:00 - “You can never grow in one area without growing as a whole

08:30 - Alyson’s Daily Mindset Practices

10:05 - The Magnitude of Gratitude

12:55 - Energy Work

16:25 - When we’re quiet is when we’re able to be clear

19:40 - How being intentional with her mindset has improved Alyson’s life

23:00 - The negative mindset that’s hurting the Mortgage Industry

26:15 - How to break out of a negative mindset

29:30 - The Power of Full Engagement

33:00 - Breaking old programming

39:15 - “I want to be as uncomfortable as possible”

42:25 - “Social Media is a snapshot of the BEST of everyone’s life”

50:00 - The truth about comparing yourself to others

55:00 - The continually changing nature of the market

57:15 - Self Talk

1:02:00 - Resources for a Good Mindset

1:03:45 - Alyson’s YouTube channel

1:05:45 - Encouragement for Business Owners

1:10:00 - Goodbyes & resources

“The best money spent is the money you invest in yourself, I think  that helps you be better for other people too!”

Tom Pessemier is a friend and an award winning Mortgage Officer residing in Richmond, VA, who’s got a lot to teach us about connections and relationships. I’m excited to share his story and insights with you in this episode.

We start by talking about how Tom discovered the Mortgage industry, discuss his own passion for helping veterans, and how to ask for referrals from not only realtors but any member of your community!

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Connect with Tom and his team: https://edgehomefinance.com

Show Highlights:

00:40 - How Tom found the Mortgage Industry

01:45 - How Tom builds relationships

03:20 - Tom, the Connector

06:00 - How to ask for referrals in your community

11:30 - When we ask, we’re really giving

13:30 - Tom’s morning routine

16:30 - The need for “small steps” - Atomic Habits

20:30 - Tom’s interest in Veterans

23:20 - One “secret” VA Tip

28:30 - Working Through Fear

32:50 - Getting a great loan partner BACK

37:30 - How Important is Training for your team

42:00 - Tom’s Veteran’s Day activities

45:40 - Words of Encouragement for Business Leaders

47:00 - Goodbyes

”Nothing is as bad or as good as it seems.”

Tyler Osby is a friend and a dynamic Mortgage Officer who’s built a HUGE library of client reviews that buoy his online reputation and fuel his business. I’m excited to share his story and insights with you in this episode.

We start by talking about how Tyler discovered the Mortgage industry, discuss his own mindset shifts that have led to success and how to build an amazing reputation online that can fuel your own business.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Connect with Tyler and his team: http://applywithtyler.com/

Show Highlights:

00:30 - How Tyler found the Mortgage Business

05:00 - The difference training makes in launching a career

11:10 - The Power of a Positive attitude in the workplace

16:00 - How “Because I Want To” Became Enough

26:00 - Our Stumbling Blocks are Self-Created

30:00 - Self-Talk is CENTRAL to Good Training

35:45 - How Tyler Built and Maintains a Team

47:10 - Scott Galloway - “Nothing is as Bad or Good as it Seems”

55:00 - How Tyler Built a Library of Great Client Reviews

1:06:45 - Thank You and Reviews

”It’s not just a job, take pride in your work!”

Nikki Hampton is a font of information and a firecracker of a person. She and I met when her Loan Officer, Shawn Ireland, sent her for training and we’ve been fast friends since.

We start with the importance and power of winning as a team, discuss the steps to keeping a positive mindset and the difference between training your staff and training your staff the RIGHT way.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Connect with Shawn Ireland and his team: https://www.linkedin.com/in/shawnireland/

04:40 - How Nikki and Irene met

07:28 - Nikki’s evolving role

09:20 - Winning as a team

13:45 - It’s not JUST a job, take pride in your work

20:03 - Nikki is “the ultimate firefighter”

24:52 - Knowledge is power

27:05 - One thing Nikki does to keep a positive mindset

31:05 - The importance of self-talk

35:30 - Our thoughts create our emotions, our emotions create our actions, our actions create our results

37:20 - What Loan Officers need to know about training their staff the RIGHT way

41:25 - The power of Loan Team Training

45:35 - Goodbyes

“Remember, NOW is the time to build systems and processes!”

In this episode, I talk through my own experience bringing on a new Loan Assistant, and how YOU can prepare yourself and your team now for a new addition, instead of waiting until you’re facing a necessary replacement.

Our discussion starts with our team’s loss, the holes we found were now empty and how we built and have maintained systems to help any new team member reach their potential.

00:30 - A Heartbreaking Loss

02:09 - What to do now?

03:30 - The solution? Training and Systems

05:45 - A Problem Solving Formula

06:55 - The Benefits of Cross-Training

08:10 - CAPTURE the training in audio or video

12:10 - Daily Team Huddle

12:45 - Don’t Wait to Build Systems & Processes

13:40 - LoanTeamTraining.com

Go to LoanTeamTraining.com to sign your team up for a class today!