Loan Officer Team Training with Irene Duford

“We don’t want to micromanage but we’ve got to inspect what we expect.”

Richard Smith is the Co-Founder of Remote Assistant Scout, a coach, author, speaker and Mortgage Advisor. He’s also a friend and fellow member of Mortgage Marketing Animals. I’m so excited to share his insight and experience with you in this episode.

Our discussion starts with Richard’s background in mortgage. We talk about the creation of Remote Assistant Scout and his own early adoption of Virtual Assistants, and the best way to build trust and efficiency with a remote 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.

Highlights -

 00:30 - How Richard’s mortgage career began

01:45 - Richard’s Team

04:10 - Richard’s early adoption of Virtual Assistant

07:15 - Richard’s advice for hiring your first VA

11:00 - Remote Assistant Scout, helps you find the perfect VA

14:45 - Building trust with your VA

17:15 - What is LastPass

19:00 - What Richard loves about coaching

20:00 - Richard’s Mortgage Team

23:00 - Overcoming Fear in the market

25:25 - The Importance of Mindset

27:20  - Richard’s routine for success

29:00 - RemoteAssistantScout.com

29:45 - QualifiedAgentList.com

31:25 - The power of Team Training

32:30 - An encouraging word for Loan Officers

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

“Processes create a predictable outcome.”

In this solo episode, I discuss the power of S.W.E.T. “Same way every time” to propel you and your team to the next level of success through delighting clients and customers every single time. We’re all busy, but are you being EFFICIENT?

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.

Highlights -

00:20 - S.W.E.T. - Same Way Every Time

01:00 - The Team Role Exercise

03:30 - How are you TRACKING your tasks and follow-up

04:45 - The details make the difference, for you AND your team

05:25 - Pilots utilize S.W.E.T.

08:20 - Delivering a WOW experience

“People don’t notice what you’re doing, they just notice the outcome.”

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

“I call myself a translator, taking the difficult things we have (in the mortgage industry) and make it where it’s easily learned, understandable and it can be transferred to consumers to help them navigate the process.” 

Ginger Bell is the CEO and Founder of EDUMarketing.com, a skillful educator and good friend. I’m so excited to share her insight and experience with you in this episode.

Our discussion starts with Ginger’s background and breadth of experience. We talk about her time with the Dale Carnegie organization, the power of relationships and how to grow those through podcasting, as well as Ginger’s foray into children’s books.

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.

Highlights -

01:05 - Who is Ginger Bell

05:00 - How to Win Friends & Influence People

08:20 - You’re a Business Owner, The Business of YOU

15:00 - The Power of Relationships

22:10 - The Power of Podcasting

24:00 - How Purpose Helped Ginger Overcame Defeat

28:20 - Mortgage Influencers Podcast

30:00 - New Home Adventure

37:00 - The Importance of Training

39:00 - EDUMarketing.com

Resources:

How to Win Friends and Influence People

EDUMarketing.com

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

“If we’re trusted, at scale, we’ll kill it! Lenders will kill it, Loan Officers will kill it, Realtors will be successful.”

Dave Savage has spent the last three decades in the Mortgage Industry and brings his passion for leveraging technology to this discussion! As the Chief Innovation Officer at Trust Engine and Co-founder of Mortgage Coach, Dave has been helping lenders, Loan Officers and their teams help their clients build wealth and financial freedom through real estate. He’s a friend and an asset to our industry and I’m so happy to have him on the show.

Our discussion starts with Dave’s origin in the mortgage business. We talk about how Mortgage Coach started, the recent birth of Trust Engine, and some things that Dave thinks can help every loan officer listening.

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.

Highlights -

01:30 - How Dave started in Mortgage

04:30 - How did Mortgage Coach start

07:30 - The power of self-talk

12:00 - How does Total Cost Analysis work

16:15 - What is Trust Engine

23:15 - The Four Agreements

31:00 - What we DO with our gifts is what matters

34:00 - The Power of Team

40:45 - TrustEngine.com

41:45 - The Edelman Trust Barometer

43:30 - Encouragement for Loan Officers

46:00 - Review our show & share it with a colleague

Resources:

TrustEngine.com

The Four Agreements: A Practical Guide to Personal Freedom (A Toltec Wisdom Book) https://a.co/d/gfgDFop

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

“We’re only as good as the feelings we’ve left in other people.”

Rachel Tarman is closing loans and opening doors! Rachel is the Business Development Executive for VIP Mortgage in Scottsdale, Arizona and is a great friend. Rachel’s specialty is building and maintaining relationships and that’s the focus of our conversation in this episode.

Our discussion starts with Rachel’s origin in the mortgage business. We talk about how Rachel stays recharged in such a people-first business, and we discuss Rachel’s own podcast, The Real Tea with Rachel.

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.

Highlights -

00:35 - Rachel’s origin in the mortgage business

02:00 - What’s a day like for Rachel

03:15 - The Power of Relationships

04:30 - Rachel’s favorite part of the business

06:55 - One daily habit or routine for success

11:30 - How does Rachel stay recharged

18:40 - The myth of being “naturally positive”

19:50 - Rachel’s Business Development Course

23:20 - How to get in touch with Rachel if interested in Business Development - TrainMyBDR.com

23:55 - Overcoming Fear

30:15 - The ROI on training your team

31:40 - Rachel’s book suggestions

36:15 - The Real Tea with Rachel

41:55 - A word of encouragement

44:00 - Review the show & share it with a colleague who would benefit

44:45 - LoanTeamTraining.com

Books Rachel mentioned:

Never Eat Alone - https://a.co/d/6juhJLp

The Last Lecture - https://a.co/d/7SBIBor

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

“If you own a business. You have to talk about your business.”

Joel Sharpton was referred to me as THE expert to help me launch my podcast and I’ve found that to be perfectly true. Joel joins me in this episode to discuss my own podcast launch and experiences, as well as how ANY business owner and especially Mortgage Officers should recognize themselves as content creators in today’s market.

Our discussion starts with Joel’s background and love for the podcast medium, we talk about specific ideas for any Loan Officer or team to launch their own show, and we end up talking about roads not travelled in each of our careers.

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.

Highlights -

02:00 - What’s so great about producing podcasts

05:30 - Finding a Struggle You LOVE

08:05 - Lessons Learned from Failure

13:45 - Podcasting will make you a Connector

16:00 - “I am a content creator.” Yes, YOU too

19:00 - Ideas for a Loan Officer to create a podcast

30:00 - What makes podcasting different from video marketing

33:50 - Getting feedback on your content

38:55 - The Power of Repurposing

40:50 - What would Irene do differently

45:15 - What would Joel do differently

49:25 - Working with Joel to launch Irene’s show

52:00- How to read from teleprompter or script more naturally

56:30 - Give us a review if you’ve enjoyed this podcast!

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

”I remember seeing a significant increase in the first 90 days.”

RJ Baxter has been a friend for more than a decade and for much of that time, I’ve been his coach as well. Watching his family grow, while he has grown personally and professionally has been a highlight for me, and I’m excited to have him on the show to share his story.

Our discussion starts with his experience as one of the Freedom Club’s “Beta Testers”. We cover the goals he had at the start of his coaching & the changes he’s made because of it. Finally, we discuss the thing RJ would do differently if he was starting over today.

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.

Highlights -

01:35 - RJ’s experience as a Freedom Club “Beta Test” member

02:50 - “I remember seeing a significant increase in business in just the first 90 days”

04:50 - What were RJ’s early goals when he started coaching

06:40 - RJ’s Podcast - Real Estate Agent Superstars

07:25 - RJ’s Team

09:25 - Defining the ROLE

13:00 - The impact of WOW Team Training for RJ’s Loan partner

17:00 - Client Conversion Training Virtual Event

19:45 - Self-Talk

22:15 - SelfTalkPlus.com

23:45 - What would RJ do differently

27:30 - Share the show with colleagues

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

“You think having an assistant is expensive, but NOT having one is what’s costing you!”

Carl White HAD to be my first guest on The Loan Team Training podcast. He and I are GREAT friends and he’s been a wonderful mentor to me in my career, including the very importance of the team you build for yourself, and who you spend time with even when you’re off the clock. In this episode, I replay my very first interview with a little context of my introduction to Carl.

Our discussion starts with Loan Officers biggest mistake when they hire a team. Bringing in a new person & then leaving them alone! “Here’s your desk, here’s your stuff, get started.”

Along the way, we talk about surviving a down market by “putting more ore on the belt” and end with hard earned lessons and the bruises they sometimes leave.

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.

Highlights -

00:55 - Introduction to Carl White

02:55 - The Power of One Decision

06:55 - Irene’s ONE SHOT

09:00 - IT WORKED!

12:15 - “Tell me a little about the podcast…”

13:51 - The biggest mistake LO’s make

14:50 - The mistake of waiting to hire

16:05 - Pressure Makes Diamonds

22:40 - How to know you have the right assistant?

25:50 - “They’re not rejecting me, they’re rejecting YOU!”

27:10 - We’re all not the same. Tasks, abilities & aptitudes all differ.

30:30 - “But I can’t afford an assistant!”

31:25 - In a down market, “Put more ore on the belt!”

33:20 - Get into your prospecting BUBBLE!

35:50 - “Don’t give someone a 75 mile head start in a 79 mile race.”

38:50 - Simplicity aids implementation

41:45 - “Humility is a learned skill, & it’s almost never through positive things!”

45:00 - Goodbyes

46:00 - Enjoyed this? Leave us a 5 star review and visit LoanTeamTraining.com

“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

Irene Duford gives you a private coaching session in this week’s episode, as we discuss the top three ways to limit your stress as a loan Officer.

From making time for your most important activities, utilizing your staff properly to training that staff, Irene has a plan of action for you and your team that can help even out those highs and lows.

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

Links mentioned:

LoanTeamTraining.com

TalktotheTrainers.com

Show highlights:

00:16 - Block Time for Building & Strengthening Relationships

02:14 - Don’t Do Everything Yourself

04:27 - Have Your Staff Attend Training Courses

05:00 - Recap

06:50 - Feedback