The Collective Podcast

In this week's episode, Kellen Vaughan and Kenneth Travis sit down with Justin White, the Senior Brand Journalist at UWM. They delve into the significance of content creation in establishing your presence and solidifying your position as an industry authority.

3:44 – Intro to Justin White

6:44 – Tips for Filming Video

20:15 – Final Piece of Advice

Takeaways:

Authenticity trumps appearance when delivering valuable content.

People value content that provides genuine value over superficialities.

Simplicity is key; don't overcomplicate content creation.

Embrace content to establish yourself as an industry authority and foster meaningful connections.

Quotes:

“Whether you’re covering sports or covering mortgages, content really is a great opportunity to get your brand out there.” 

“The mortgage business is a contact sport. The more people that see you and hear your voice the better that is going to be for you in the long run.”

“There are a lot of people out there who will not judge how you look or sound they want to hear what you have to say and if you have valuable things to say that will be beneficial for you and them.”

“My number one tip for people for being on camara is, be yourself and be authentically you.”

“Don’t make this harder than it needs to be.”

“Leverage your resources. As a loan officer you need to prioritize what you need to focus on and delegate the rest.”

“Get over your fear and press record.”

Show Links:

Community Platform: www.BecomeNL.com 

Podcast Partner: https://leadpops.com/mortgage/partners/nextlevel/ 

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/

In this week’s episode Sean Zalmanoff is joined by special guest Dr. Russell Van Maele to delve into the significance of prioritizing your well-being. As a Loan Officer, the demands can be taxing, potentially impacting your health over the long term. This underscores the necessity of examining your health status, enabling you to fully savor life's most important moments and be a present presence for your family throughout the years to come.

1:59 – About Life Force

11:10 – Have to do it yourself

19:04 – Advice

Takeaways:

It's not about merely looking in the right places; it's about expanding our scope. A holistic approach involves considering various factors that contribute to overall health.

Reflecting on life's priorities matters. Ensuring that work-life balance is maintained is crucial for a fulfilling and meaningful existence.

Being an LO is stressful and stress is a significant determinant of health. Acknowledging and addressing stress is essential for overall well-being.

Quotes:

“Getting your labs checked is such a big deal. This is not general healthcare, this is different.”

“I’ll never have the same conversation because everyone has a different goal for their health.”

“When you put the full picture together that’s when you can come up with a real health plan to get somebody optimized and get them better.”

“We call this proactive medicine or preventive care.”

“What would your 80-year-old self tell you do. Do that right now.”

“It’s not just about long years it’s about having quality years longer.”

“I encourage everyone to write down what’s important. No one on their death beds is thinking “I wish I worked more” so write down what really matters.”

“Stress is such a big component to health.”

“I have lost zero clients get upset when I tell them I cant meet after 5:00 because I will be spending time with my kids.”

Show Links:

Community Platform: www.BecomeNL.com 

Podcast Partner: https://leadpops.com/mortgage/partners/nextlevel/ 

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/

In this week’s episode join Kennth Travis and Shane Kidwell as they delve into the final segment of our comprehensive six-part series. This episode centers around the art of in-person meetings and the strategies for nurturing meaningful connections with your referral partners, ultimately fostering increased business opportunities.

1:58 – Recap of the 5,4,3,2,1 Strategy

4:03 – What is a Face-to-Face Meeting

10:33 – Working with Realtors

25:14 – What to do After Meeting People

Takeaways:

Approach conversations as opportunities to cultivate relationships. Every exchange is a chance to plant seeds for future partnerships.

Even on days without pre-scheduled meetings, maintain your effort. Don't give up on your daily activities that contribute to success.

Don't hesitate to ask for business. Confidence in your abilities is crucial for creating lasting partnerships.

Continuous improvement and expertise are essential. Be a professional in your field to secure deals and trust from partners.

Quotes:

“If you want this to be your best year ever, you’re going to have to do thing a little more urgently and with a little more intensity.”

“A true salesman is always looking for ways to make the sale and close the deal and make a connection.”

“If you do the other aspects of the 5,4,3,2,1 that will get you the meetings.”

“The hard part isn’t getting someone to say they will meet you; it's about getting that cold lead and converting that into a lifelong partnership.”      

“It’s so important as you’re having conversations with these referral partners that you talk to them as though you’re equals, you’re peers, you’re partners.”

“If you come in from the mindset of, I need them more than they need me you’re going to give up some of your business and personal values.”

“It’s so important to get to know them. Do less talking and do more listening.”

“If you go into that meeting with the intent of taking and not giving, you are going to lose.”

Show Links:

Community Platform: www.BecomeNL.com 

Podcast Partner: https://leadpops.com/mortgage/partners/nextlevel/ 

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/

Tune in as Sean takes the lead in this week's episode, delving into the fifth segment of our comprehensive six-part series centered around the potent 5,4,3,2,1 approach. In this segment, our spotlight is on the immense potential of daily social media posts. Our principle rests in the idea that sharing content at a minimum frequency of twice daily holds the key to transforming your business growth, while also ensuring your continual presence in the thoughts of both previous and prospective clients.

1:20 – Recap of the 5,4,3,2,1 Strategy

6:13 – Posting Cadence

16:08– Recap of Social Posts

Takeaways:

Incorporating video content into your social posts can enhance engagement and capture your audience's attention effectively.

Consistent daily engagement is crucial in moving forward and achieving your goals. Small steps each day make a significant impact over time.

Making ten posts a week requires a well-structured plan. Strategy ensures your posts remain purposeful and effective in conveying your message.

Staying true to yourself is crucial. Authenticity fosters genuine connections and resonates more effectively with your audience.

Having a scripted approach can provide structure without stifling creativity. Consistent ideas flowing smoothly maintain your posting momentum.

Quotes:

“You have to engage with people every single day and continue to move the needle every single day.”

“If you’re going to strategically make 10 posts a week. You have to have a plan in place in order to do that.”

“Got to make sure you do not get muted out. That’s why you need a little leverage of them knowing what you do and building that trust.”

“Want to make sure that they like you and that they know you and you build a report with them.”

“When there are realtors that comment on your stuff. DM them and take the online offline.”

“Have to make sure that you are you in your social posts.”

“If you put good content out Facebook will reward you and put it in front of people.” 

Show Links:

Community Platform: www.BecomeNL.com 

Podcast Partner: https://leadpops.com/mortgage/partners/nextlevel/ 

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/

Join Kellen and Sean for this week’s episode – they’re diving into part 4 of our 6-part series on the powerful 5,4,3,2,1 strategy. In this installment, we're focusing on the essence of meaningful connections – conversations. We believe that having a minimum of three meaningful conversations every day can be a game-changer for your business growth. 

Timestamps:

5:03 – Definition of a Conversation

12:15 – Nate’s Success Story

18:38 – Wrap-Up

Takeaways:

Successful loan officers keep their approach simple and stay consistent with their strategies. Overcomplicating processes or trying something briefly without results can hinder progress.

Consistent effort combined with high-level execution is the key to achieving positive outcomes. Being persistent in your actions will yield tangible results.

The heart of the 5,4,3,2,1 strategy is generating more business consistently by planting seeds for future opportunities.

Understand that achieving meaningful conversations might involve some chasing, silence, and rejection, but staying persistent will lead to success.

Quotes:

“The ones who keep it simple and the ones who keep it consistent. Those are the loan officers who see the tremendous growth.”

“A lot of times people overcomplicate the process or the y do the process for a little bit and don’t see results.” 

“Be consistent with it and execute at a high level and I promise you, you will see results.”

“These are conversations about moving the needle in your business, about getting more business and about presenting yourself to an audience that moves the needle in your business.”

“The real heart of this is to generate more business consistently.”

“We are planting seeds through these conversations for future business.”

“Every conversation you have it worth anywhere from $100-$400.” 

“There's a lot of ways to convey a value proposition to your agents. You got to figure out what the right one is for you.”

Show Links:

Community Platform: www.BecomeNL.com 

Podcast Partner: https://leadpops.com/mortgage/partners/nextlevel/ 

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/

Join Kellen Vaughan and Kenneth Travis in this week's episode as they delve into part three of their six-part series on the 5,4,3,2,1 strategy. This time, the focus is on Network Interactions, exploring the power of connecting with partners through SMS, Messenger, or video, unlocking new possibilities for business growth.

3:08 – Recap of 5,4,3,2,1 strategy

4:18 – Network Interactions

15:48 – Final Thoughts

Takeaways:

The key to achieving great results lies in consistently applying effort and strategies over time. It's not just a one-time effort, but the dedication to keep doing it consistently that yields success.

Texting and Messenger provide a convenient way to have conversations, especially when phone calls and emails may not be the most suitable option for both parties.

A CRM can be an invaluable asset for maintaining network interactions. It helps streamline communication and keeps important contacts organized.

Focus on engaging with individuals who can truly contribute to your business growth. Meaningful conversations are key to developing fruitful partnerships. 

Quotes:

“It’s doing these things consistently overtime that is going to produce a great result.”

“I bet most loan officers came in the morning at 9 am and knocked out the 5,4,3,2,1 strategy and then went home for the day. They would probably find more success in that one hour of work than they currently do with what they are doing right now.”

“I have had more meaningful conversations via Facebook Messenger with realtor referral partners that I do not currently operate with than I have any other type of communication.”

“People feel more inclined to engage and reply when it’s a Facebook Messenger message.”

“It’s so much easier to text to have a conversation.” 

“One of the best features of a CRM is to have these network interactions.”

“My success in messaging has come from the one liner messages.”

Show Links:

Community Platform: www.BecomeNL.com 

Podcast Partner: https://leadpops.com/mortgage/partners/nextlevel/ 

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/

In this week’s episode Sean Zalmanoff sits down with guest realtor Dawn Griffin to uncover powerful insights on cultivating and expanding your relationships within the industry. Tune in to discover how to effectively move the needle with your partners and achieve remarkable growth in your real estate journey.

2:18 – How Dawn got into the Business

7:48 – Q&A Begins

20:48 – Wrap-Up

Takeaways:

Staying in constant communication with partners is crucial. Maintaining an active presence helps originators remain top-of-mind when referrals are needed.

Loan Officers shouldn't be disheartened by negative responses or lack of immediate referrals. The focus should be on consistently delivering exceptional experiences to clients.

Earning realtor loyalty is tied directly to the experiences clients have. Positive feedback and repeated good experiences lead to more referrals and long-term loyalty.

Realtors are receiving more calls than ever from originators. So it’s important to stand out and provide value in order to differentiate yourself from the competition. 

Quotes:

“A lot or realtors are taught that they need to hand out three business cards which is not true.”

“My business started growing because I created a blog online and then people started emailing me.”

“When you gain trust and do a great job you work your way to the top of the referral list.”

"We got to create value for our partners."

“It’s really important to stay in front of your partners.”

“It’s what the clients say about the experience. If our clients are having repeatedly good experiences, then you will get the referral.”

“When someone else messes up you get the chance to help but getting loyalty is making sure the clients experience is flawless.”

“If the client is happy, we will refer you all day long.”

“Treat your clients like gold and don’t let them forget you.”

Show Links:

Community Platform: www.BecomeNL.com 

Podcast Partner: https://leadpops.com/mortgage/partners/nextlevel/ 

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/

In this week’s episode Next Level Co-Founders Kellen Vaughan and Shane Kidwell delve into the powerful realm of Social Interactions as a key growth strategy for your business. Building on the previous episode, they emphasize the significance of maintaining a strong presence in front of your audience while fostering meaningful connections to enhance referral relationships. The 5,4,3,2,1 strategy continues with a focus on authenticity and engagement, urging LOs not to overcomplicate matters. Tune in to gain valuable insights on leveraging social interactions for business success in this second installment of their six-part series.

2:18 – 5,4,3,2,1 breakdown

3:31 – Definition of having a Social Interaction

10:23 – Staying Relevant

13:20 – Simplify the Process

Takeaways:

Don't overcomplicate social interactions; keep them simple, engaging, and authentic.

Consistency is key; once you start engaging with people, keep it going to see continuous growth.

Genuine interactions matter more than mere emotional reactions on social media platforms.

Treat social interactions as essential ingredients in your business recipe, like salt and pepper.

Value the quality of interactions over the quantity; impactful interactions make a difference.

Quotes:

“Your definition of having a social interaction is going to change as you develop in your career.”

“Once you start engaging with people, don’t stop. It will keep growing.”

“These should be interactions not an emotion. Don’t just like something on Facebook be engaging with someone.”

“Take the online offline.” 

“The goal of this is staying relevant and you need to be where your audience is.”

“Make sure what you are posting is engaging, and authentic. And do it with consistency.” 

“The best sales people are relatable.”

Show Links:

Community Platform: www.BecomeNL.com 

Podcast Partner: https://leadpops.com/mortgage/partners/nextlevel/ 

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/

Join Next Level Coaches and Co-Founders, Kenneth Travis and Sean Zalmanoff, as they share powerful insights on driving loan applications and closing deals in their latest episode. Learn actionable strategies to become an invaluable resource for your agents, providing them with the necessary value and education for success.

2:28 – Sean’s Strategy to Stand Out

12:48 – Inside the Community

13:32 – Power of Handwritten Notes

Takeaways:

Don't passively wait for loans to come in; you need to take action and stay proactive to be successful in the industry.

Staying relevant and visible is crucial, especially in an era where the industry is experiencing increased calls and interactions.

Two effective weekly strategies to stand out are sending rate emails and providing valuable information on how to get offers accepted.

To succeed, it's important to become a habit for realtors, where they consistently send deals your way.

Educating real estate agents and providing them with valuable information is a significant opportunity for growth and differentiation.

Going the extra mile by writing handwritten notes to realtors every week can help establish a stronger connection and make a lasting impression.

Quotes:

“You can’t be a flamingo. Sticking your head in the sand and waiting for loans to come in is not going to serve you.”

“There has never been a time in the industry where realtors have been receiving more calls and interactions. You have to differentiate yourself from the competition.”

“In order for us to be successful we need to become our realtors’ habit. When they have a deal it’s a habit for them to send it to you.”

“Best opportunity we have is to educate real estate agents.”

“What are you teaching above and beyond that is differentiating you from other loan officers.”

“Arm them with the information that they need.” 

“Educating and giving them something they haven’t heard before.”

Show Links:

Community Platform: www.BecomeNL.com 

Podcast Partner: https://leadpops.com/mortgage/partners/nextlevel/ 

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/

In this week’s episode, hosts Kellen Vaughan and Shane Kidwell dive into the crucial concept of non-negotiables and the impact of focusing on the actions that truly matter in the world of loan officers. Through insightful discussions and personal experiences, they unveil the transformative power of intentional seasons and highlight the importance of consistent execution. From the foundational steps of the initial 90-day season to the advanced strategies of the power-packed second season, this episode is a goldmine of wisdom for both aspiring and seasoned loan officers. This is part one of a six part series on actions that matter.

7:26 – Definition of Actions that Matter

9:34 – Foundation 90

13:14 – Power 90

19:26 – Elevate 90

Takeaways:

The lessons you gain from your failures can be more powerful than sticking to what has worked in the past.

Understanding what actions are ineffective is just as important as discovering what actions yield results.

Like lifting weights in a gym, progress in your loan officer journey requires consistent effort and action.

The average loan officer spends minimal time on meaningful actions, highlighting the need to focus on high-impact tasks.

By consistently showing up and executing essential actions, you can build a solid foundation for an extraordinary career.

The art of winning lies in taking action, as execution trumps empty promises and plans.

The individuals who engage and interact the most are more likely to receive a higher number of loan applications.

While accidental farmers may yield results, those who approach their work intentionally and purposefully will experience even greater growth.

Quotes:

“What we’ve learned not to do is almost equally as important as what we’ve learned to do.”

“The average loan officer spends less than 15 minutes a week doing actions that matter.”

“That consistency is what separates those that will have an incredible career in this industry.”

“You need to have muscle memory in your business. Foundation 90 builds those sustainable actions and muscle memory.”

“The problem isn’t lack of ideas the problem is lack of consistent action on these ideas.”

“The art of winning is executing.”

“Execution is more important than you talking about how you are going to execute.”

“Those who have the most interactions, and most conversations are going to be the ones that have the most applications.” 

Show Links:

Community Platform: www.BecomeNL.com 

Podcast Partner: https://leadpops.com/mortgage/partners/nextlevel/ 

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/