Win Now

The New Loan Officer Playbook: Start Fast, Build Systems, and Create More Conversations


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In Season 3, Episode16 of the Win Now Podcast, Todd Bookspan (Win by Noon) and Deborah Byrd (Plug and Play SM) break down the new loan officer playbook.

This episode is built for new loan officers, experienced mortgage advisors who need a reset, Realtors building referral systems, and sales professionals who want to stop overthinking and start creating more conversations.

Todd shares what he would do if he had to start over today after 25 years in the mortgage business. Deborah pushes the conversation toward what actually creates results: taking action before everything is perfectly set up, building an ideal week, documenting your lead follow up process, staying curious on calls, using video to increase trust, and putting yourself in the path of opportunity.

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Win NowBy Todd Bookspan