The Collective Podcast
The Collective Coaching presents in-depth conversations with the nation's leading mortgage team leaders, executives, and branch managers, delivered to you every two weeks. We also feature mastermind sessions with influential coaches, consultants, experts, and speakers. All so you can build the right team, systems, and technology to scale your team to a hundred million without losing your YOU. The Collective Coaching Podcast is a proud founding member of the REAL Disrupt Podcast Collaborative.
The Collective Podcast
The Loan Officer's Guide: Mastering Agent Outreach for Success
In this podcast, Kellen Vaughan and Sean Zalmanoff uncover the importance of effective agent outreach and the impact it can have on your success as a loan officer. They discuss the significance of segmenting agents based on their time and dedication, and why narrowing down your universe of potential clients is crucial to managing your energy efficiently.
3:30 – Kellen’s Agent Plan
6:23 – Sean’s Agent Plan
9:50 – Low Effort, High Impact Strategy
16:40 – Wrap Up
Takeaways:
Segment your agents into how much time and dedication it takes for them.
It’s important to narrow your universe down to something manageable. Then take that universe and divide it up into how you want to spend your energy.
Too little time with the wrong agents and too much time with the wrong agents is a waste of time in your business.
If you are not casting your marketing net to them then there is no other way that they will ever raise their hand and say they are interested in working with you.
Quotes:
“There has never been another time in their career with so many loan officers reaching out and trying to get in front of them.”
“I can’t be all things to all agents and go after all of them at the same time.”
“You can’t be high tough, high impact to every single individual person.”
“Details matter, what do you do, do it consistently.”
“Gotta cast this net and be consistent with it and the goal is to stay in front of them.”
“Sometimes you have to be really direct and ask to get their business and referral.”
“Be bold and ask for the business.”
“Make sure that time is spent as efficient as possible.”
Show Links:
Community Platform: www.BecomeNL.com
Podcast Partner: https://leadpops.com/mortgage/partners/nextlevel/
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/