Tag: Loan Officer Coaching

Episode 153

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

In this episode, I’m pulling back the curtain on my journey into the investor loan space — and specifically, how I closed a $2.1 million cannabis loan in Sacramento, CA.

I’ll walk you through what made this deal unique, the challenges I faced, and how I navigated the ins and outs of a highly regulated, fast-growing market.

If you’re a loan officer looking to break into investor or cannabis lending, or you just want to hear how these deals really get done, this one’s for you.

Need help closing a deal like this? Connect with me at http://workwithlulu.com — I’d be happy to help!

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

If you’re interested in joining a team that supports this kind of personal and professional growth, feel free to schedule a call with me at frankcall.com.

Episode 152

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

In this episode of the Mortgage Loan Officer Podcast, we’re excited to announce that Loan Officer Breakfast Club replays are now available nationwide for free — so no matter where you are, you can plug in and get the inspiration and tactics you need. 

We’ll also touch on the latest mortgage and real estate industry news that every loan officer should be tracking. 

And if you’re a company looking to get in front of a large, highly engaged audience of mortgage professionals, we’re now open for sponsorship opportunities.

To explore getting your brand in front of our community, reach out to frank@themarketinganimals.com. 

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

If you’re interested in joining a team that supports this kind of personal and professional growth, feel free to schedule a call with me at frankcall.com.

Episode 151

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

In this episode of the Mortgage Loan Officer Podcast, I sit down with Chris Johnstone from Mortgage Marketing Animals to talk about the Loan Officer CRM—and more specifically, its powerful built-in AI assistant. 

I share my personal experience of how the assistant scheduled an appointment for me with a client—and I didn’t even realize it was turned on! After speaking with the client (who said we’d already talked), I checked the CRM and discovered the AI assistant had seamlessly converted an inbound text into a booked meeting. 

Chris breaks down how the assistant also handles inbound calls, emails, and texts, helping loan officers convert more opportunities while doing less manual follow-up. 

👉 Want to see it in action? Head over to http://loanofficercrm.ai to learn more. 

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

If you’re interested in joining a team that supports this kind of personal and professional growth, feel free to schedule a call with me at frankcall.com.

Episode 150

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

In this episode of the Mortgage Loan Officer Podcast, I sit down with Steve Kyles to break down the eye-opening numbers from our recent Call Stars Blitz.

The data proves that 18% of the people we have a conversation with—when properly asked for the business—will have a referral for us. That’s nearly 1 in 5 calls leading to a potential deal! 

The numbers don’t lie, and if you’re not leveraging them in your business, you’re leaving money on the table.

Steve and I discuss how to use this powerful stat to maximize your calls, refine your scripts, and create predictable success in your mortgage business. 

Want to learn how to get started with some help? Visit LoanOfficerSuccess.com today! 

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

If you’re interested in joining a team that supports this kind of personal and professional growth, feel free to schedule a call with me at frankcall.com.

Episode 149

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

In this episode of the Mortgage Loan Officer Podcast, I sit down with Steve Kyles to discuss the huge benefits of community and accountability when it comes to staying disciplined and hitting your goals.

If you’re trying to succeed as a loan officer, going at it alone is a mistake!

We break down how surrounding yourself with the right people, having structured accountability, and plugging into a supportive community can make all the difference in your production and consistency.

This is an absolute MUST for loan officers who want to level up and stay on track! Listen in and discover why the most successful originators don’t work in isolation—and how you can start leveraging the power of community today.

Don’t do this business alone! Tune in now and take your mortgage career to the next level.

Want to know more about Call Stars and how to be part of this incredible community? Visit FreedomPlanningCall.com to get started!

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

If you’re interested in joining a team that supports this kind of personal and professional growth, feel free to schedule a call with me at frankcall.com.

Episode 148

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

In this episode of the Mortgage Loan Officer Podcast, I sit down with Casey O’Toole, the creator of Linkybot.ai, a game-changing AI tool designed to help mortgage professionals find, engage with, and set appointments with their ideal prospects on LinkedIn—on autopilot! 

Linkybot.ai seamlessly integrates with the Mortgage Marketing Animals Daily Success Plan and LoanOfficerCRM.ai, making it an absolute no-brainer for loan officers looking to scale their outreach and build relationships with referral partners, real estate agents, and potential borrowers effortlessly. 

If you’re looking for a smarter way to grow your pipeline, fill your calendar with quality appointments, and leverage AI to work for you, this episode is a must-listen! 

Don’t forget to check out LinkyBot at LinkyBot.ai and see how it can revolutionize your marketing efforts!

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

If you’re interested in joining a team that supports this kind of personal and professional growth, feel free to schedule a call with me at frankcall.com.

Episode 147

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

In this episode, I sit down with Steve Kyles to talk about the power of strategic scripting when asking for the business.

A small tweak in your approach can make a massive difference—quadrupling your results with the same effort.

We break down the psychology behind an effective ask, share real-world examples, and give you a simple yet powerful way to increase your conversions. 

If you want to dive deeper into strategic scripting and learn how to implement it in your business, visit FreedomPlanningCall.com.

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

If you’re interested in joining a team that supports this kind of personal and professional growth, feel free to schedule a call with me at frankcall.com.

Episode 146

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

In this episode of the Mortgage Loan Officer Podcast, I sit down with Steve Kyles to tackle one of the toughest parts of our business—handling difficult conversations when a deal is about to be delayed or fall apart, often through no fault of our own.

Steve shares his expert strategies for navigating these situations with confidence, keeping referral partners and clients on board, and even turning bad news into opportunities for stronger relationships. 

This is a must-listen for loan officers at any level! If you want to dive deeper, schedule a call with me at http://frankcall.com.

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

If you’re interested in joining a team that supports this kind of personal and professional growth, feel free to schedule a call with me at frankcall.com.

Episode 145

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

In this episode of the Mortgage Loan Officer Podcast, I interview Kevin Bilberry, CEO of MoveTube, about the revolutionary Listing Trailers 2.0 feature that’s taking the real estate world by storm.

This cutting-edge tool gives real estate agents a far more engaging way to announce new listings on social media, and the response has been incredible.

As a loan officer, learning about tools like this can help you strengthen your partnerships with agents by introducing them to innovative marketing solutions that add real value. 

Visit http://movetube.ai to learn more and discover how you can leverage this game-changing tool to build stronger relationships with your realtor partners.

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

If you’re interested in joining a team that supports this kind of personal and professional growth, feel free to schedule a call with me at frankcall.com.

Episode 144

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

In this episode of the Mortgage Loan Officer Podcast, I sit down with Steve Kyles to discuss the transformative concept of the “Power of One.”

Steve shares how securing just one appointment a day, four days a week, with producing and qualified agents can lead to incredible success in the mortgage industry.

We also dive into real-life examples from students and Network Loan Officers who prove this strategy works.

If you’re ready to simplify your approach and achieve outstanding results, this episode is a must-listen.

Want to explore how this can work for you? Set a time with me at http://frankcall.com. 

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

If you’re interested in joining a team that supports this kind of personal and professional growth, feel free to schedule a call with me at frankcall.com.