On this episode Kevin Ducey, President of Whiteboard CRM, joins Kenneth and Sean to talk about the current state of the CRM market. Kevin discusses how MLOs are reinvesting their time to building out their CRM, why text capabilities is important, and why using the CRM to focus on the relationship is vital to long-term success. 

2:00 Intro
3:45 The CRM market
6:05 CRM only works if you use it
9:25 Why the CRM is vital to your business
15:05 CRMs are going to take work
17:30 Being personal with your customers
19:05 Focus on features and ease of use

Quotes:

“There are a lot of MLOs reinvesting their time back into building out their CRM.”

“Sometimes you need that reminder to send a text, make that call, send a note so you can get that repeat business.”

“You need to let the CRM do what it is supposed to do so you can focus on the sale activities that you need to do.”

“The access we have to successful loan officers and their campaigns to build out Whiteboard is a big advantage.”

“We have put text at the front of any campaigns to take advantage of the high open rate.”

Links:

Mortgage Success Academy -onedollarmsa.com

Next Level Loan Officers -https://www.nllodigital.com/mortgage-success-offer

Loan Officer Events -loanofficerevents.com

Whiteboard  CRM - whiteboardcrm.com

Social Media:

Facebook -https://www.facebook.com/NextLevelLoanOfficers/

YouTube -https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQ

LinkedIn -https://www.linkedin.com/company/next-level-loan-officers/about/

Text the word: nextlevel to 36260 to download our app

On this episode Kenneth Travis, Sean Zalmanoff, and Kellen Vaughn talk about what having a Next Level Mindset is and how it can help you see opportunities where others can't. Learn how MLOs can adapt to the new norm to come out ahead of their competition.

2:30 Intro to the episode
3:50 Getting out of your routines
5:30 The importance of being a leader in these times
7:10 Be careful what you listen to
10:40 Getting a rolling start
12:30 The importance of choice
19:00 Adapting to the new norm
22:00 You control the message
27:15 One thing MLOs can do right now to improve

“In situations like these that are are stressful, it is easy to get out of your routines.” KV

“Moving forward there are going to be new behaviors.” KT

“You choose to adapt, you choose to go work, you wake up in the morning and choose to be the best version of yourself.” KV

“Build a plan for the next 6-8 weeks as your market begins to open back up.” KT

“Your community is where you office is, the REALTORs you work with and want to work with.” SV

“There is such an opportunity with all the doom and gloom out there to control the message.” SV

Links:

Mortgage Success Academy -onedollarmsa.com

Next Level Loan Officers -https://www.nllodigital.com/mortgage-success-offer

Loan Officer Events -loanofficerevents.com

Social Media:

Facebook -https://www.facebook.com/NextLevelLoanOfficers/

YouTube -https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQ

LinkedIn -https://www.linkedin.com/company/next-level-loan-officers/about/

Text the word: nextlevel to 36260 to download our app

The Next Level Loan Officers Podcast is a proud founding member of the REAL Disrupt Podcast collaborative. You can check out more awesome shows at REALDisrupt.com

In this episode James Duncan of Thrive Mortgage joins Kenneth and Sean to discuss the importance of leadership, controlling the message, and how loan officers should be using their marketing channels to stay out front of their SOI. 

2:20 Intro to James

4:35 The importance of leadership right now

7:30 Originating in a market downturn 

10:55 Controlling the message

13:50 The importance of Social Media

15:25 Setting up Loan Officers for success

19:05 It is not too late to get started

20:25 Quit being scared and put in the work

24:30 Your videos do not need to be perfect 

Quotes from the episode:

“The best thing a leader can do right now is over communicate.”

“In 2020, the real estate industry is going to be a catalyst for getting the economy back on track.”

“Getting more engaged in Social Media right now is an absolute necessity.” 

“Not adding to the fear and being that calm voice of reason right now is critical.”

“If we coach loan officers how to do their own marketing then they don’t have to wait on a marketing department to get their message out.” 

Links:

Mortgage Success Academy -onedollarmsa.com

Next Level Loan Officers -https://www.nllodigital.com/mortgage-success-offer

Loan Officer Events -loanofficerevents.com

James Duncan – http://Mortgage-teacher.com

 Social Media:

 Facebook -https://www.facebook.com/NextLevelLoanOfficers/

 YouTube -https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQ

 LinkedIn -https://www.linkedin.com/company/next-level-loan-officers/about/

 Text the word: nextlevel to 36260 to download our app

The Next Level Loan Officer Podcast is a proud founding member of the REAL Disrupt Podcast Collaborative. You can check out more awesome shows at REALDisrupt.com 

On this episode of the Next Level Loan Officers Podcast, Kenneth and Sean talk with Alysha Boles about her five year journey of growing her business from scratch. 

3:25 Intro to Alysha
5:20 5 year Journey
9:35 Stepping outside of your box
15:45 Where do you want your growth to come from
17:10 Going from 9 units in a year to 9 units in a week
19:20 The importance of leadership
20:35 Producing in a small market
22:50 The tactics

Quotes from episode:

“It is really easy to quickly shift and forget what you’re good at when you’re starting from scratch.”

“I decided I wasn’t going to sit back and only learn from one example.”

“You have to broaden your circle and open your mind to see that there is not only one way to do this business.”

“When you’re new and you don’t have a leader mentoring you, you really are putting the risk on your clients.”

“If I partnered with someone who didn’t appreciate the way I worked, I was never going to meet their expectations.”

Links:

Mortgage Success Academy -onedollarmsa.com

Next Level Loan Officers -https://www.nllodigital.com/mortgage-success-offer

Loan Officer Events -loanofficerevents.com

Social Media:

Facebook -https://www.facebook.com/NextLevelLoanOfficers/

YouTube -https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQ

LinkedIn -https://www.linkedin.com/company/next-level-loan-officers/about/

Alysha Facebook: https://www.facebook.com/LenderAlysha/

Text the word: nextlevel to 36260 to download our app

The Next Level Loan Officers Podcast is a proud founding member of the REAL Disrupt Podcast Collaborative. You can check our more awesome podcasts at REALDisrupt.com

In this episode Jason Frazier joins Sean to discuss how Loan Officers can be successful and make an impact with their marketing in times of crisis. Sean and Jason also cover how now is the time to be a mortgage expert, an advisor, and someone who can be a positive voice in your community. 

2:15 - Introduction

3:50 - Marketing during a crisis

6:00 - Audit your marketing automation

7:30 - Help your clients plan

9:30 - Take advantage of the opportunity

12:30 - Interest based content

14:05 - What content matters right now

18:20 - Information, Education, & Value

19:25 - Share your stories & be remembered 

Quotes from the episode:

“There is nothing wrong with making money when you are doing the right thing.”

“Now is the time for you to be a mortgage expert and an advisor to help your clients strategize.” 

“Your content should speak to your audience’s situation if you want to make an impact.”

“Consolidate the information that is already out there and put it in a blog post, newsletter, or video.”

“Now is time to double down on community content.”

“At the end of the day all you should care about as a loan officer, is getting consumers attention and having them consume your content.”

 Links:

Mortgage Success Academy -onedollarmsa.com

Next Level Loan Officers -https://www.nllodigital.com/mortgage-success-offer

Loan Officer Events -loanofficerevents.com

Social Media:

Facebook -https://www.facebook.com/NextLevelLoanOfficers/

YouTube -https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQ

LinkedIn -https://www.linkedin.com/company/next-level-loan-officers/about/

Jason Facebook – https://www.facebook.com/fraziercio

Jason Linkedin – https://www.linkedin.com/in/realestatecio

Jason Instagram – https://www.instagram.com/mortgagex

Text the word: nextlevel to 36260 to download our app

Part two of Alan Christian’s interview focuses on using his success to create a blueprint from starting to build a brand in a new market from scratch.  

3:00  Strategy Recap

4:50  Starting with mapping your community

7:05  Making connections & creating a presence

12:50 Business posting strategy

17:30 Hiding the salesman

20:30 Lead with a story

22:10 Don’t over complicate it

25:30 Attract instead of chase

“I’m creating a presence at places in the local community using Social Media.”

 “In addition to liking and commenting on local businesses, I am the only guy who added a picture in the comments.”

“When I’m posting, it’s not about business. It is about something that is uplifting and positive, or whatever the community thinks is cool.”

“I’m piggybacking on other businesses social media postings.”

“You need to think about the pain points of the consumers in your market and create content that matches the life they are living.”
 
 Links:

Mortgage Success Academy - onedollarmsa.com

Next Level Loan Officers - https://www.nllodigital.com/mortgage-success-offer

Loan Officer Events - loanofficerevents.com

Social Media:

Facebook - https://www.facebook.com/NextLevelLoanOfficers/

YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQ

LinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/

Alan Christian Facebook - https://www.facebook.com/alanchristianmortgageteam/

Text the word: nextlevel to 36260 to download our app

Alan Christian joins KT and Sean to update on them on how he has built a very successful brand using video. 
 
2:40 Introduction to Alan

4:00 2019 Recap

8:20 Video to help manage your time

10:00 Getting comfortable being on video

13:15 Taking the online offline

17:05 Being the digital mayor

19:40 Don’t overthink your content

22:10 Commit to execute on an idea

24:45 Be real and not scripted
 
 “When I started doing 1 to 1 video with clients and referral partners, I was exponentially able to grow my business.”

“When I stopped thinking about what I look like on video and focused on it being about my clients, making videos got a lot easier.”

“I am only on Facebook right now, but the engagement I have created has been great.”

“Because of my videos, agent’s perception was that I was too big and too busy to talk to them. That is why it is so important to take the online offline.”
 
Links:

Mortgage Success Academy - onedollarmsa.com

Next Level Loan Officers - https://www.nllodigital.com/mortgage-success-offer

Loan Officer Events - loanofficerevents.com

Social Media:

Facebook - https://www.facebook.com/NextLevelLoanOfficers/

YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQ

LinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/

Alan Christian Facebook - https://www.facebook.com/alanchristianmortgageteam/

Text the word: nextlevel to 36260 to download our app

Take a ride in the time machine back to 1 year ago as Alan Christian discusses how he is having the best time ever in his career after to committing to reinventing himself. And tune in NEXT WEEK as Alan discusses the how his decisions are impacting him now, 1 year later.

3:15 - Auditing your business
5:00 - Reinventing yourself
6:30 - Taking the wrong advice
8:55 - You are not as important as you think you are
11:00 - The importance of having a quality team
12:30 - Going through a shift
13:40 - Getting uncomfortable
15:05 - Leveraging video and social media
18:10 - Getting back on track
20:30 - Looking at the results
25:00 - The power of being known

“I needed to draw a line in the sand, recreate myself, look at my systems and processes and look at what I’m great at.”

“Some things that may have been great 10 years ago are not cutting edge today and I needed to learn some new things so I could change my business.”

“I am having more fun and am more excited than I have ever been in my business.”

“The best opportunities we have is being present in our business.”

“You can start growing too fast which can cause you to lose your referral relationships.”

“Organically I was putting myself out there and people started to respond when I saw them in the community.”

Links:

Mortgage Success Academy - onedollarmsa.com

Next Level Loan Officers - https://www.nllodigital.com/mortgage-success-offer

Loan Officer Events - loanofficerevents.com

Social Media:

Facebook - https://www.facebook.com/NextLevelLoanOfficers/

YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQ

LinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/

Alan Christian Facebook - https://www.facebook.com/alanchristianmortgageteam/

Text the word: nextlevel to 36260 to download our app

In this episode Kenneth Travis and Sean Zalmanoff go in-depth about the 90 Day Season.

3:00 Time management challenges
5:00 Making time for things that are important
6:36 Could you hire to grow?
7:40 Having an intentional focus on the road ahead
9:45 Tracking your success
12:00 What is the 90 day season
15:40 What needs to happen to course correct
17:50 Picking one thing to do
19:05 Developing new habits
22:04 Mapping it out
24:25 Informed optimism & valley of despair
26:45 Giving up right before you achieve success

“Before you know it, Loan Officers are living in the roller coaster of mortgage lending, with good month and bad months.”

“Most people will drastically overestimate what they can get done in a year.”

“If you want to have success you need to be able to break down your goals in measurable increments.”

“What is the one or two marketing tasks that you are going to have to get hot on, so you can add one or two more deals.”

“Sometimes you have to do these tasks consistently for 90 days before you see a change or lift in your business”

“If you had a clear plan of where you are going every 90 days, you will be in a completely different position than without it.”

“You can see how easy success can come, IF you are willing to put in the work.”

Links:

Mortgage Success Academy - onedollarmsa.com

Next Level Loan Officers - https://www.nllodigital.com/mortgage-success-offer

Loan Officer Events - loanofficerevents.com

Social Media:

Facebook - https://www.facebook.com/NextLevelLoanOfficers/

YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQ

LinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/

Text the word: nextlevel to 36260 to download our app

On this episode Raquel Borras joins Kenneth and Sean to talk about how she created a brand on LinkedIn by owning who she is and putting herself out there to attract the right business connections.

3:33 - Building a brand

5:28 - Having a plan with your content

7:18 - Get out the instant ROI mindset

8:25 - Don’t under estimate the power of telling stories

9:58 - Go the opposite of what everyone else is doing

11:08 - Mapping out your content ahead of time

12:48 - Creating content in the moment

13:53 - Leveraging LinkedIn in a different way

17:18 - Putting yourself out there

18:48 - Owning who you are and who you aren’t

20:05 - Attracting the people you want to work with

Quotes

“You need to show your personal side to have a brand that connects with people”

“People want to hear your experiences and your stories”

“Do the type of content that feels right for you”

“I built a brand around being natural and real-time”

“If I can have people support be when I am being vulnerable, then I can do anything”

“ If you can be you from the beginning you will connect with the right people on Social Media”

 Links

Mortgage Success Academy -onedollarmsa.com

Next Level Loan Officers -https://www.nllodigital.com/mortgage-success-offer

Loan Officer Events -loanofficerevents.com

Social Media:

Facebook -https://www.facebook.com/NextLevelLoanOfficers/

YouTube -https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQ

LinkedIn -https://www.linkedin.com/company/next-level-loan-officers/about/

Raquel Borras LinkedIn - https://www.linkedin.com/in/raquel-borras-9a846697/

Text the word: nextlevel to 36260 to download our app