Mortgages. Money. Life.

Our industry is notorious for having the value proposition of "Service, Speed and Low Rates." What if I told you that's your job and not a value that sets you apart?

In this episode we break down how to be truly valuable for your clients and solve problems that they might not even know they have. It takes a lot of questions - good questions - and building that trust with your clients will pay off 10x over. The best part? This is a simply 10-minute conversation that can completely transform your relationships and processes. 

Thanks for tuning in and we hope this makes you and your business 10x more valuable!

When a client comes to you, are you spitting rates and terms at them, or having intentional conversation around money, strategy and what their goals are? 

There's a harsh reality at a very early point in one's Mortgage career that you realize how little our society is taught about real estate, money, mortgages, etc. and if anyone is going to teach it to them, it just might have to be us as Mortgage Advisors. That's where the Cash Flow Priority Model comes into play. 

Teach your clients that paying off the mortgage, most times, SHOULDN'T be their first priority. We walk through the levels of priority and how to frame this to your clients in a way that makes them realize their wealth is nearly untouchable once it becomes home equity. 

Listen, learn, teach, repeat! Thanks for tuning in!

Are you in the weeds of your business and not focusing on the high-level things that you should be as a leader trying to grow a business? This is a pain point of Mortgage Professionals everywhere as they try to maintain control of their business while also trying to focus on growth. Until today...

In this episode, Trevor talks about what it takes to find your "genius zone;" The area that gives you the most return on both investment and energy within your business. How can you identify that for yourself? What's the process to delegate the rest and work toward a business model where that's the ONLY activity you focus on? 

Tune in to this episode of Mortgages. Money. Life. to find out for yourself and work toward a better version of yourself! 

If you're a Mortgage Professional, you've probably created a year-long, 2024 business plan. You've set goals you want to reach, created milestones so you know you're on the right track and are welcoming the new year with a plan to make it happen. 

The problem is, we often wait until the year is over to look back on if we were successful or not - what if we shortened that timeframe to 90 days and reflected on our success 4 times throughout the year? By creating a goal for your next quarter rather than next year, it allows you to adjust and recalibrate in order to reach, and exceed, your business goals. 

Tune in to this episode of Mortgages. Money. Life. and get started on your 90-day business plan today!

"I'm focusing on doing the activities while the market is tough, when business shifts, I'll be in good shape." - Every Loan Officer that doesn't have a plan

During a market when business is slower than usual, how are you keeping your confidence up while still measuring your success? This is the message you NEED to hear right now - redefining what success is, could save your business and your sanity. It's about focusing on the activities, while measuring the success of those activities and readjusting accordingly. It's not going blindly through a dark tunnel in hopes that there's light at the end of it, while you had a flashlight in your hand the whole time. 

During this episode, Trevor talks about how he's coaching his Mortgage Advisors through this time in order to set them up for wins that bring confidence, while they're doing the activities that yield more business. 

Thanks for joining us for Mortgages. Money. Life. This is the podcast for the Mortgage Professional who wants it all! 

First things first; What in the world is a Certified Liability Advisor?

It's changing the conversations you have with clients from "How much do you want to put down for a home?" to "Here are ways your wealth can be safe, generate a return for you, but also be more liquid and accessible than equity in your home." It's helping them realize that paying more on their mortgage every month might NOT be the best use of their money. It's opening the client's mind to more than just a Mortgage.

In this episode, Trevor breaks down the 7 steps or concepts that go in to being a CLA. These 7 steps should be worked into all of your conversations with clients, and once you do, there's no looking back. 

Thanks for listening! 

We hear countless titles for Originators in the Mortgage business . What should we be calling ourselves, and more importantly - WHY? What does a Mortgage Advisor do that a Loan Officer doesn't? And who threw Certified Liability Advisor into the mix? 

During this episode, we break down the differences between levels of professionals and how they're portrayed to the consumer. Trevor shares how much easier it becomes to overcome objections when you have something to talk about other than price or rate, and what those other conversations can be with clients. 

Join us to become one with your career title and fill those big shoes you're standing in, today!

For the modern Mortgage Professional, all you know is being swept up in the "grind," taking no days off and working for money that makes you increasingly more miserable. What if I told you that doesn't have to be the case? What if I told you there's an entirely different side to the industry that creates MORE freedom, makes you MORE money and leads you to a life that's more fulfilling than you could imagine? All we have to do is pivot the way we're approaching the business. Mortgages. Money. Life. is here to help you do just that. 

In this episode, we learn about the background of Trevor Hammond and the climb to being #1 in the country, and why it made him rethink everything. Now, he has built a business he can completely unplug from 150 days out of the year. We'll talk about what it takes to shift your mindset from where you are, to living a life of freedom.