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Loan Officer Marketing Podcast - Chris Interviews Todd Bookspan

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Manage episode 449842944 series 3343997
Contenuto fornito da Chris Johnstone. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Chris Johnstone o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Welcome to another podcast episode of the Loan Officer Marketing with your host Chris Johnstone.

Join Todd Bookspan on the Loan Officer Marketing Podcast as he shares powerful strategies for loan officers, covering mindset, time management, database leverage, and AI tools to boost efficiency and business growth. Don’t miss these essential insights!

Watch as Chris speaks with Todd about…

  • Positive Mindset & Consistent Execution: Todd Bookspan shares how top loan officers stay focused on what they can control, maintaining a positive outlook and sticking to their plan, even during market shifts.
  • Time Management & Productivity: Learn how disciplined time management and saying “no” to distractions enable loan officers to prioritize their most impactful activities, structuring routines for peak productivity.
  • Leveraging AI & Database for Efficiency: Discover how conversational AI can streamline communications and free up time, while regular check-ins with past clients and referral partners help drive ongoing business growth.

And MORE!

Please drop us a 5-star rating and review to support us so we can keep bringing you top-value podcast episodes.

  continue reading

165 episodi

Artwork
iconCondividi
 
Manage episode 449842944 series 3343997
Contenuto fornito da Chris Johnstone. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Chris Johnstone o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Welcome to another podcast episode of the Loan Officer Marketing with your host Chris Johnstone.

Join Todd Bookspan on the Loan Officer Marketing Podcast as he shares powerful strategies for loan officers, covering mindset, time management, database leverage, and AI tools to boost efficiency and business growth. Don’t miss these essential insights!

Watch as Chris speaks with Todd about…

  • Positive Mindset & Consistent Execution: Todd Bookspan shares how top loan officers stay focused on what they can control, maintaining a positive outlook and sticking to their plan, even during market shifts.
  • Time Management & Productivity: Learn how disciplined time management and saying “no” to distractions enable loan officers to prioritize their most impactful activities, structuring routines for peak productivity.
  • Leveraging AI & Database for Efficiency: Discover how conversational AI can streamline communications and free up time, while regular check-ins with past clients and referral partners help drive ongoing business growth.

And MORE!

Please drop us a 5-star rating and review to support us so we can keep bringing you top-value podcast episodes.

  continue reading

165 episodi

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In this episode of Loan Officer Launch , Chris Johnstone, breaks down the seven most profitable pathways to grow your mortgage business using AI—without chasing cold leads or spending a dime on ads. Discover how automation and AI can help you scale referral-based relationships, generate high-quality leads, and transform your brand's online presence. What You’ll Learn: The 7 Loan Officer Launches that can double your monthly deals through referral-based marketing. How AI automates follow-ups, email sequences, and text messages to nurture and convert leads effortlessly. Brand Authority Boost: Get more 5-star reviews, better Google rankings, and a stronger social media presence using AI. If you’re a mortgage professional looking to close more deals with less effort, this is the game-changer you’ve been waiting for. Tune in now!…
 
Welcome to another podcast episode of the Loan Officer Marketing with your host Chris Johnstone. In this episode of the Loan Officer Marketing Podcast, we sit down with Dan Habib from MBS Highway/Highway.ai to unpack the latest market updates, explore the transformative role of AI in the mortgage industry, and gain valuable insights for loan officers navigating today’s challenges. This episode is packed with actionable insights you won’t want to miss! Watch as Chris speaks with Dan about… The Federal Reserve’s Recent Rate Cut and Its Impact on the Bond Market: How the recent 25 bps cut and reduced 2024 projections impact mortgage rates and affordability. How AI Is Reshaping Customer Interactions and Streamlining Processes in the Mortgage Space: The game-changing role of AI in lead qualification, client interactions, and process automation. Practical Advice for Loan Officers to Build Trust, Increase Conversions, and Nurture Realtor Relationships: Tips to build trust, boost conversions, and strengthen realtor relationships in today’s market. And MORE! Connect with Dan Habib: LinkedIn - https://www.linkedin.com/in/thedanhabib Instagram - https://www.instagram.com/thedanhabib/ Please drop us a 5-star rating and review to support us so we can keep bringing you top-value podcast episodes.…
 
Welcome to another podcast episode of the Loan Officer Marketing with your host Chris Johnstone. In this episode of the Loan Officer Marketing Podcast, Rob Miller shares his incredible journey of scaling his loan volume to an impressive 67 loans in a single month. From leveraging cutting-edge AI tools to fostering strong relationships with real estate agents, Rob reveals the strategies and systems that have propelled his success. Whether you're looking to grow your loan business or refine your processes, this episode is packed with actionable insights you won’t want to miss! Watch as Chris speaks with Rob about… From 6 to 67 Loans: Rob Miller’s AI-Powered Growth Strategy: Discover how Rob Miller skyrocketed his loan volume from 6-9 loans per month to 67 in September by leveraging AI tools, proactive database outreach, and streamlined workflows. Mastering Purchases and Refinances: Learn his unique approach to balancing purchase and refinance business, including locking clients in at optimal rates before market changes. Building Agent Relationships and Streamlining for Success: Gain insights into building strong real estate agent relationships and maximizing efficiency with targeted communication and automation. And MORE! Please drop us a 5-star rating and review to support us so we can keep bringing you top-value podcast episodes.…
 
Tony Umholtz's $2 Billion Success Story: From NFL Kicker to Mortgage Powerhouse Welcome to another podcast episode of the Loan Officer Marketing with your host Chris Johnstone. In this episode of the Loan Officer Marketing Podcast, we dive into the inspiring journey of Tony Umholtz, who transitioned from a career in football to becoming a top-producing mortgage banker. Watch as Chris speaks with Tony about… From Field Goals to Financial Goals: Tony's journey from playing for the Giants, Patriots, and Titans to closing $12 million in mortgage production in his first year. Staying in the Game: Why Tony chose mortgage banking over a return to the NFL and how he has surpassed $2 billion in career production. Diversifying for Success: Insights into Tony's diversified business model, working with real estate agents, builders, financial planners, and even celebrities. Winning Strategies with Financial Planners: How Tony leverages his finance background to build strong referral partnerships. Advice for Loan Officers: Tips on diversification, adaptability, and creating a daily success plan for long-term growth. And MORE! Please drop us a 5-star rating and review to support us so we can keep bringing you top-value podcast episodes. Follow us on Instagram for daily mortgage inspiration - https://www.instagram.com/_chrisjohnstone_…
 
Welcome to another podcast episode of the Loan Officer Marketing with your host Chris Johnstone. Join Todd Bookspan on the Loan Officer Marketing Podcast as he shares powerful strategies for loan officers, covering mindset, time management, database leverage, and AI tools to boost efficiency and business growth. Don’t miss these essential insights! Watch as Chris speaks with Todd about… Positive Mindset & Consistent Execution: Todd Bookspan shares how top loan officers stay focused on what they can control, maintaining a positive outlook and sticking to their plan, even during market shifts. Time Management & Productivity: Learn how disciplined time management and saying “no” to distractions enable loan officers to prioritize their most impactful activities, structuring routines for peak productivity. Leveraging AI & Database for Efficiency: Discover how conversational AI can streamline communications and free up time, while regular check-ins with past clients and referral partners help drive ongoing business growth. And MORE! Please drop us a 5-star rating and review to support us so we can keep bringing you top-value podcast episodes.…
 
Welcome to the Loan Officer Marketing Podcast! In today’s episode, hosts Chris Johnstone and Carl White are joined by Jennifer Woodland, a standout in our concierge program, for an in-depth chat on appointment setting. They’ll reveal powerful strategies to help loan officers make the most of their time and increase closings by building valuable realtor connections. Jenn brings firsthand insights on how her team connects with past clients, pre-approved buyers, and top-notch real estate agents to set up high-value appointments that lead to real growth. Watch as Chris Johnstone and Carl White speaks with Jennifer about… Why realtor referrals are gold and how to secure them. How to effectively set appointments with past clients and agents. Proven ways to stay energized and motivated while making calls The game-changing role of tech and automation in appointment setting. Plus, Jenn shares eye-opening stats comparing closing ratios for social media leads versus realtor referrals—and reveals why investing in agent relationships is the smartest way for loan officers to spend their time. Want to take your appointment setting to the next level? Visit http://loappointments.com/ and learn how our concierge program can help you reach your goals! Please drop us a 5-star rating and review to support us so we can keep bringing you top-value podcast episodes.…
 
Welcome to another podcast episode of the Loan Officer Marketing with your host Chris Johnstone. In today’s episode, we sit down with powerhouse Loan Officer Vickie Lasher, who shares her incredible journey back into the industry after a year and a half break. Vickie reveals her step-by-step prospecting approach and the true value of staying connected to clients over the long term. Watch as Chris speaks with Vickie about… Vickie’s return to the industry led to a $3.2 million closing month, powered by the MMA & Call Stars strategies. Learn the value of consistent outreach, including reconnecting with past clients to create fresh refinance opportunities. Get Vickie's top tips on daily prospecting routines and how persistence in making calls can turn “no’s” into a thriving loan pipeline. And MORE! Please drop us a 5-star rating and review to support us so we can keep bringing you top-value podcast episodes.…
 
Welcome to another podcast episode of the Loan Officer Marketing with your host Chris Johnstone. In this episode, your host Chris Johnstone welcomes Frank Garay from the Loan Officer Breakfast Club! They dive deep into the incredible resources available for loan officers, including the daily coaching sessions that have transformed the way professionals in the industry connect and grow. Discover the power of the Loan Officer Breakfast Club, where you can access 30 minutes of free coaching every weekday. Frank shares insights on the community's growth, the engaging "Objection of the Day" segment, and how loan officers are overcoming challenges together. Don't miss out on the fun and camaraderie that makes the Breakfast Club a unique and essential resource for loan officers everywhere! Drop us a 5-star review on Apple podcast and be sure to subscribe for more amazing episodes!…
 
Welcome to another podcast episode of the Loan Officer Marketing with your host Chris Johnstone. In this episode, your host, Chris Johnstone and Kyle Guldenpfennig dive deep into the strategies fueling Kyle’s impressive growth in the mortgage industry. Starting the year at 3-4 loans per month, Kyle now averages 7-8 and has ambitious plans to hit 16 loans monthly in the next 6-9 months. He shares insights on how technology, automation, and mindset have been game-changers, including his use of LO CRM for streamlined follow-ups, automated voicemails, and targeted communication for leads from Zillow and other online platforms. Scaling Loan Production: Kyle Guldenpfennig shares his journey from averaging 3-4 loans per month at the beginning of the year to consistently closing 7-8 deals monthly, with plans to reach 16 loans per month within the next 6-9 months. Technology & Automation as Game-Changers: Discover how Kyle leverages LO CRM to automate follow-ups, voicemails, and targeted communication for online leads, maximizing efficiency and staying top-of-mind for Zillow prospects and beyond. Mindset & Future Innovations: Kyle emphasizes the power of an abundance mindset in growing his business and discusses exciting AI advancements, including smart glasses, to streamline mortgage services further. And MORE! Drop us a 5-star review on Apple podcast and be sure to subscribe for more amazing episodes!…
 
Welcome to another podcast episode of the Loan Officer Marketing with your host Chris Johnstone. In this episode, your host Chris Johnstone is joined by Andrew Cebulskie, President of Lynx Financial Group. Watch as Chris speaks with Andrew about… How Andrew added 8 new deals to his pipeline in one week by consistently following the DSP. Why protecting your calendar and being intentional about making calls is crucial for success. Regularly calling past clients and pre-approved prospects keeps you top-of-mind for referrals. And MORE! Drop us a 5-star review on Apple podcast and be sure to subscribe for more amazing episodes!…
 
Welcome to another podcast episode of the Loan Officer Marketing with your host Chris Johnstone. Looking to boost your mortgage business? Building strong, lasting relationships with real estate agents is key to growing your pipeline. In this episode, we’ll show you how Loan Officer CRM simplifies the entire process—automating your outreach, scheduling appointments, and tracking success—so you can close more deals without wasting time on manual tasks. Tune in to learn how you can leverage this powerful tool to streamline your efforts and drive real results! We’ll learn how to: Add qualified real estate agents to your CRM Automate outreach and follow-up Leverage the power dialer for efficient calling Use a proven follow-up system Build lasting relationships with agents Track success and refine your strategy And More! Drop us a 5-star review on Apple podcast and be sure to subscribe for more amazing episodes!…
 
Welcome to another podcast episode of the Loan Officer Marketing with your host Chris Johnstone. In this episode, your host Chris Johnstone dives into the incredible success story of Ryan Pope, who booked 50 appointments in just three weeks. We’ll break down his winning strategies, including how he made 494 calls, had 190 conversations, and turned those into 35 kept appointments and 2 applications—all in a new market! Learn how Ryan’s Daily Success Plan of 2 hours of high-value prospecting, consistency in follow-ups, and authentic relationship-building with qualified agents transformed his business. Plus, discover how Loan Officer CRM automation, from appointment reminders to follow-up systems, boosted his efficiency and conversion rates. And more! Drop us a 5-star review on Apple podcast and be sure to subscribe for more amazing episodes!…
 
Welcome to another podcast episode of the Loan Officer Marketing with your host Chris Johnstone. In this episode, your host Chris Johnstone sits down with Al Hensling, ranked #25 on Scotsman Guide's Top Originators list, to discuss the keys to long-term success in the mortgage industry. In this episode, we discuss: - Building a Referral-Based Business: Al Hensling emphasizes the importance of building long-term relationships with referral partners and clients, viewing the mortgage industry as relationship-driven rather than transactional. Innovative Networking: Al shares his unique approach to networking, including hosting events in his personal "man cave" and utilizing it as a venue for local real estate groups, helping him create deeper connections with referral partners. Leveraging AI and Technology: Al discusses how his team integrates AI into their processes to streamline tasks, enhance communication with clients, and improve overall efficiency, allowing his team to focus on higher-value work. And more! Drop us a 5-star review on Apple podcast and be sure to subscribe for more amazing episodes!…
 
Welcome to another podcast episode of the Loan Officer Marketing with your host Chris Johnstone. In this episode, we sit down with Edwin Oquendo to dive into his experience with the Concierge Program for Loan Officers and how it's helped him scale his business. Edwin shares how he’s been able to focus on what he does best—engaging clients and closing deals—by outsourcing his cold outreach to the concierge team. The program books approximately 10 qualified appointments per week, allowing him to maintain a 75% show rate and expand into new markets like Marion County without pre-existing relationships. Edwin provides insights into how the Concierge Program works, with the team making around 300 calls per month to past clients and qualified agents, managing his CRM, and handling follow-ups. He also shares his strategic shift from two-step to longer single appointments, leveraging the “double tap” method for no-shows and considering a transition from Zoom to phone calls for higher connection rates. In addition, Edwin talks about his success habits, including the importance of tracking numbers, giving the system time to work, and staying prepared with research tools like Redder. Whether you're a loan officer looking to scale your business or simply curious about the benefits of a concierge system, this episode is packed with actionable insights. Tune in to learn how Edwin is using The Loan Officer CRM and the Concierge Program to consistently grow his business and build lasting relationships with clients and agents. Loan Officer CRM - www.locrmdemo.com Drop us a 5-star review on Apple podcast and be sure to subscribe for more amazing episodes!…
 
Welcome to another podcast episode of the Loan Officer Marketing with your host Chris Johnstone. In this episode, your host Chris Johnstone dives into the world of artificial intelligence with expert Megan Anderson from highway.ai. Join us as they discuss how prompt engineering is revolutionizing the mortgage industry and marketing strategies. Key Points Covered: Understanding the basics of prompt engineering in AI The importance of context and task definition in prompts Exploring prompt stacking and its applications Choosing the right AI platform: ChatGPT vs. Gemini The impact of AI on customer experience and business processes Megan's new AI course, the AI Advantage, for beginners in AI Don't miss out on this insightful conversation with Megan Anderson and discover how AI can transform your business processes and marketing strategies. For more information and to access Megan's AI course, visit IamMeganAnderson.com . Drop us a 5-star review on Apple podcast and be sure to subscribe for more amazing episodes!…
 
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