The Collective Podcast

What Makes a Loan Officer Great w/Kenneth Travis


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On this episode, Kenneth Travis talks about lessons we learned from 2020 and how to apply them to 2021. KT also talks about what will make a great loan officer in 2021. 

2:05 2020 Market volatility 

3:30 2021 opportunities - Keep it simple

7:00 The traits

9:15 Be honest

14:50 Be personable 

18:45 Be reliable 

21:40 Be positive

25:20 Be adaptive

29:00 Be competitive in all things you do

Quotes:

“For 2021, our biggest opportunity is to do it better.”

“Your training should never stop. Keep sharpening your axe.”

“Loan officers like to hide from delivering bad news.”

“Clients would rather have some level of communication, than none at all.”

“We are very blessed to do what we do inside the mortgage world."

Key Takeaways:

Build on all the great business you did in 2020 and invest on becoming more efficient. 

Simplify your business and more importantly your jargon.

Using your tools effectively matters more than the tools you use. 

The longer you wait to deliver bad news the quicker your credibility erodes. 

Treat your customers like human and not a number.  

If you want to remain relevant you will have to adapt to the new world and new tech.


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


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