SummaryIn this conversation, Keith Dabols and Alan Fornis discuss the schedule and activities for a mortgage loan originator. Alan suggests that a typical schedule for prospecting would be from 9:00 AM to 11:30 AM, followed by a lunch break and then scheduling appointments from 1:30 PM to 3:30 PM. They also discuss the importance of staying active and productive on weekends, even if not hosting an open house. Alan shares some of the tools he uses, such as Calendly for scheduling and Vulkan 7 for lead generation. They also talk about the importance of relationships and surrounding yourself with like-minded individuals. Alan shares his journey of leaving a comfortable job in Corona to pursue bigger opportunities in Orange County. He emphasizes the importance of stepping out of comfort zones and continuously learning and growing. Alan highlights the significance of knowing the area you want to market and becoming an expert in it. He also discusses the importance of phone skills and building relationships with clients through genuine conversations. Alan attributes his success to his faith, support system, and maintaining a healthy work-life balance.
Takeaways
A mortgage loan originator's schedule should include dedicated time for prospecting, such as calling leads or door knocking.It is important to stay active and productive on weekends, even if not hosting an open house.Tools like Calendly and Vulkan 7 can be helpful for managing schedules and generating leads.Building relationships and surrounding yourself with like-minded individuals is crucial for success in the mortgage industry. Stepping out of your comfort zone and pursuing bigger opportunities can lead to personal and professional growth.Becoming an expert in the area you want to market is crucial for success in real estate.Developing strong phone skills and building genuine relationships with clients can lead to higher success rates in appointments and listings.Having faith, a supportive network, and maintaining a healthy work-life balance are essential for long-term success in the real estate industry.Sound Bites
Chapters
00:00Introduction and Background
02:52Favorite Steakhouse
05:37Taking a Leap of Faith
09:59Moving to Orange County
14:52Expanding Vision and Market Knowledge
22:34Faith and Trial and Error
22:52Putting God First in Business
23:50Having Blind Faith
24:30Entering a New Market
25:07Targeting a Specific Area
25:35Innovative Marketing Strategies
27:58The Power of Branding
28:58Appreciating the Journey
29:58Learning from Experience
30:39Showing Value to Clients
31:37Faith and Works
31:49Hope Isn't a Plan
34:00Trimming the Fat in Relationships
35:26The Importance of a Support System
36:51Finding Balance in Life
40:23Prioritizing Health and Fitness
44:50Being a Mentor and Leaving a Contribution
46:21Creating a Schedule
47:27Monday through Friday
49:17Weekend Productivity
49:37Managing Social Media
50:25Using Opus Clips
51:00Helpful Apps and Tools
52:28Vulcan 7 Dialer
53:24Alan's Contact Information
55:23Introduction
55:24The Importance of Methodical Review
