Month: September 2023

Episode 86

Welcome to another epic episode of The Mortgage Loan Officer Podcast, with your host, Frank Garay.

On today’s episode, I speak with my dear friend Tammy Schneider about CRM’s.

We don’t go over anyone in particular, but rather a CRM Checklist that you can make use of to evaluate if a CRM you’re looking at, or even currently using, is right for you and your team. 

CRM is an important aspect of the mortgage business. There is NO successful team, branch, or company that doesn’t use one, so making sure you get the right one from the start is critical.

Here’s the free download.

Schedule a one-on-one free coaching call, click here or visit DailySuccessPlan.com.

http://AnimalsCRMChecklist.com

Episode 85

Welcome to another epic episode of The Mortgage Loan Officer Podcast, with your host, Frank Garay.

On today’s episode, I speak to my personal BDR, Bill Crosson.

Many loan officers who are considering getting some help may not be clear on the difference between a VA caller and a BDR.

Well, there is a big difference, if you hire the right person for the right job.

I hope it’s helpful if you’re at a point where you’re looking to take the plunge on getting some serious help.

Tune in today to see what I mean.

Schedule a one-on-one free coaching call, click here or visit DailySuccessPlan.com.

http://loanofficerbreakfastclub.com

Episode 84

Welcome to another epic episode of The Mortgage Loan Officer Podcast, with your host, Frank Garay.

On today’s episode, I speak with a very good friend of mine, Doug Chancellor, owner/operator of SoundFarm Recording Studio.

I’ve personally worked with Doug to create completely unique jingles for my podcast and Loan Officer Breakfast Club.

Jingles are a great way to create memorable marketing material that sticks in the heads of your referral partners and clients.

It’s a greatly underutilized asset that we all should consider getting done. 

Give Doug a call or shoot him an email to get going. You’ll absolutely LOVE it!

Schedule a one-on-one free coaching call, click here or visit DailySuccessPlan.com.

Contact Doug:
707-447-0833
soundfarmrecording@sbcglobal.net

SoundFarmRecording.com
http://loanofficerbreakfastclub.com

Episode 83

Welcome to another epic episode of The Mortgage Loan Officer Podcast, with your host, Frank Garay.

In this episode, I interview Tom Van Dusen with the Processing Center again to further explore best practices in working with contract processing companies.

The thing that stuck out to me was the phrase “processing from the borrower point of view”.

So tune in and see what I’m talking about and be sure to connect with Tom’s company if you’re looking for good contract processing.

Schedule a one-on-one free coaching call, click here or visit DailySuccessPlan.com.

http://processcenter.net
http://loanofficerbreakfastclub.com