Loan Officer Team Training with Irene Duford

The Future of Mortgage Marketing with Mosi Gatling

Tue, 21 Apr 2026 06:00:00 -0600

In this episode of the Loan Officer Team Training Podcast, I sit down with someone who is challenging the way our industry thinks about growth, connection, and opportunity. Mosi Gatling, Senior Vice President of Strategic Growth and Expansion at New American Funding, brings a bold and necessary perspective on how loan officers can expand their reach by truly understanding the communities they serve. This episode is for loan officers, team leaders, and real estate professionals who are ready to evolve their approach, stand out in competitive markets, and build a business that reflects the world we actually live in today. Expect strategic perspective shifts, practical marketing adjustments, and a clear challenge to rethink how you attract and serve your clients.

First Home IQ: https://firsthomeiq.com/ Words Matter-Inclusive Language and marketing for diverse borrowers https://heyzine.com/flip-book/wordsmatter2025

Follow Mosi on Instagram:

https://www.instagram.com/mosigatling_/

Connect with me: My Instagram:

https://www.instagram.com/itsireneduford/

My LinkedIn: https://www.linkedin.com/in/ireneduford/

My Email: irene@loanteamtraining.com

Get Loan Team Training for YOUR team: https://go.loanteamtraining.com/

Why Most Lenders Fail at Networking with Real Estate Agents, with Chris Medellin, Farrell Hogenauer and Irene Duford

Tue, 07 Apr 2026 06:00:00 -0600

🚀 Are you a lender in the Phoenix area who feels like you are hitting a wall in your production? In this episode, we dive deep into why the traditional way of prospecting is failing and how joining a high-level mastermind can provide the community and frameworks you need to scale.

🌟 We explore the massive shift from a scarcity mindset to an abundance mentality, proving that your competitors can actually be your greatest allies. You will hear the incredible story of how one real estate agent used the power of her mastermind group to manifest a meeting with Barbara Corcoran through sheer persistence and the right connections. This conversation highlights why being in the right room is the secret weapon for any professional looking to break through their current ceiling.

📈 Scaling your mortgage business requires more than just working harder. It requires building the right systems and hiring the right support staff. Irene Duford shares her expertise on training loan officer assistants to help you buy back your time and focus on what you do best. We also announce an exclusive new mastermind opportunity in Phoenix specifically for high-producing lenders who are ready to stop being the one doing everything.

Follow Chris

Instagram: https://www.instagram.com/thechrismedellin/

Follow Farrell

Instagram: https://www.instagram.com/azrelo_realtor_and_list_agent/

Connect with me:

My Instagram: https://www.instagram.com/itsireneduford/

The Art of Conscious Communication with Jamie Miller

Tue, 24 Mar 2026 06:00:00 -0600

In this episode of the Loan Officer Team Training Podcast, I sit down with someone who is redefining how professionals communicate in a world that is increasingly transactional. Jamie Miller, communication expert and strategist, joins me to break down what it really takes to create meaningful, trust-driven conversations that convert.

Jamie and I go deep into the art of conscious communication and why most loan officers lose opportunities, not because of rates, but because of how they communicate value. We unpack the psychology behind common client questions, how overthinking disrupts authentic connection, and why small shifts in language can completely transform your outcomes. This is not about scripts. It is about awareness, intention, and precision in how you show up.

This episode is for loan officers, team leaders, and real estate professionals who want to elevate their communication, stand out in competitive markets, and create a client experience that actually feels human. Expect mindset shifts, tactical language strategies, and a new perspective on how to turn everyday conversations into lasting relationships.

Follow Jamie on Instagram: https://www.instagram.com/consciousjamie?igsh=MXY4bGo2emppcXZtNw%3D%3D

Humancon event: https://humancon26.com/

Listen to this Episode: https://loan-officer-team-train.captivate.fm/listen

Connect with me:

My Instagram: https://www.instagram.com/itsireneduford/

My LinkedIn: https://www.linkedin.com/in/ireneduford/

My Email: irene@loanteamtraining.com

Get Loan Team Training for YOUR team: https://go.loanteamtraining.com/

Relationships Over Transactions with Scott Hudspeth

Tue, 17 Feb 2026 06:00:00 -0600

In this episode of the Loan Officer Team Training Podcast, I sit down with someone who has consistently stayed ahead of the curve while keeping relationships at the center of the business. Scott Hudspeth, long time industry leader, founder of MLO Live, and champion of authentic marketing, joins me for a candid and tactical conversation about what actually drives sustainable success in mortgage.

Scott and I unpack the evolution of MLO Live and how technology, especially AI, is reshaping the way loan officers market and communicate. But more importantly, we dig into what has not changed. Relationships still outperform transactions. Consistent communication still wins. And showing up on video still builds trust faster than almost anything else.

We talk openly about overcoming fear in cold calling, managing self-talk in high-pressure sales environments, and why most loan officers overcomplicate outreach when simple connection is often the most powerful strategy. Scott also shares the heart behind the Growth Rooms initiative and his commitment to helping new loan officers and agents build confidence, clarity, and community.

This episode is for loan officers and team leaders who want to stop chasing tactics and start building long-term relevance. Expect practical marketing strategies, mindset shifts that create resilience, and clear direction on how to stay visible, human, and valuable in a rapidly evolving industry.

Reinventing Real Estate, Lauren Lucas Uses AI to Win Time and Trust

Tue, 13 Jan 2026 06:00:00 -0600

In this episode of the Loan Officer Team Training Podcast, I sit down with a guest whose blend of grit and innovation is changing how agents work and connect. Lauren Lucas, a high-achieving real estate agent and practical AI expert, joins the conversation to share a journey that moves from early adversity to being recognized as Rookie of the Year, and then on to leading with purpose and technology.

Lauren and I explore how lived experience fuels her passion for helping others, how mentorship and community have shaped her trajectory, and how a practical approach to AI can free up time and create better client outcomes. We talk about building a real estate team that scales with heart, using AI as a productivity multiplier rather than a buzzword, and embracing failure as a necessary step toward iteration and growth.

This episode is for loan officers, team leaders, and real estate professionals who want tactical thinking and mindset clarity. Expect actionable ideas on integrating AI into daily workflows, practical ways to create supportive communities, and honest reflections on the work it takes to reinvent yourself and lift others along the way.

Empowering Women in Mortgage with Julie Yarbrough

Thu, 11 Dec 2025 06:00:00 -0600

In this episode of the Loan Officer Team Training Podcast, I sit down with someone whose presence and leadership continue to shape the direction of our industry. Julie Yarbrough, a respected force in mortgage lending and a driving voice within the Association of Independent Mortgage Experts, brings both depth and perspective to this conversation.

Julie and I revisit the moment we first connected at a conference and unpack how genuine networking can become the foundation for long-term, trust-based relationships. From there, we explore the core values that drive her business, the remarkable growth of Empire Home Loans, and the intentional leadership approach that has positioned her as a champion for independent mortgage professionals.

We also spotlight the energy and momentum coming out of the Fuse event, along with the transformative impact of the Women's Mortgage Network. Julie brings a refreshing take on collaboration, mentorship, and the power of bridging generational perspectives to elevate the entire industry.

Building Trust in the Mortgage Industry: Insights from Geoff Zimpfer

Thu, 06 Nov 2025 06:00:00 -0600

In this episode of the Loan Officer Team Training Podcast, I had the absolute honor of sitting down with a respected voice in our industry. Geoff Zimpfer, founder of the Mortgage Marketing Institute, and a true leader in helping loan officers and real estate professionals grow through education, connection, and smart marketing.

Geoff brings a wealth of experience and heart to this conversation. We dive into how education builds trust and long-term relationships between Loan Officers and Realtors, the evolving role of AI in marketing, and how mindset truly shapes success, especially when challenges arise.

He also shares practical tips on creating engaging realtor classes, overcoming overthinking, and staying adaptable in a constantly changing industry. Whether you’re a Loan Officer, Team Leader, or just someone passionate about growth, you’ll walk away from this episode inspired and full of actionable ideas.

Geoff's insights remind us that continuous learning, genuine relationships, and a positive outlook are the keys to thriving in this business.

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Follow Geoff:

Instagram: @geoffzimpfer

Linktree: https://linktr.ee/geoffzimpfer

Connect with me:

My Instagram: @itsireneduford

My LinkedIn: Irene Duford

My Email: irene@loanteamtraining.com

Get Loan Team Training for YOUR team: go.loanteamtraining.com

Mastering Content Creation: Insights from Filmmaker Jake Isham's Journey

Wed, 22 Oct 2025 06:00:00 -0600

In this episode of the Loan Officer Team Training Podcast, I had the chance to interview filmmaker and content creator Jake Isham.

We discuss Jake's journey from acting to filmmaking and marketing, emphasizing the importance of content creation for entrepreneurs, particularly loan officers. Jake shares insights on overcoming self-consciousness in front of the camera, the differences between content types like reels and stories, and the power of storytelling in engaging audiences.

He also highlights the compounding interest of consistent content creation and the value of working with a videographer to enhance video quality and delivery.

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Follow Jake:

Instagram: @jakecapturedthis

Website: https://www.jakeisham.com/

Listen to this Episode: https://loan-officer-team-train.captivate.fm/listen

Connect with me:

My Instagram: @itsireneduford

My LinkedIn: Irene Duford

My Email: ireneandkevin@loanteamtraining.com

Get Loan Team Training for YOUR team: go.loanteamtraining.com

The Power of Face-to-Face Networking at NAMB National

Wed, 08 Oct 2025 06:00:00 -0600

In this episode of the Loan Officer Team Training Podcast, guest Ginger Bell and I discuss the upcoming NAMB National Association of Mortgage Brokers.

We explore the exciting events, key sessions, and speakers that attendees can look forward to, as well as the importance of in-person networking.

Ginger shares her role as the Growth Officer and the initiatives of the NAMB Hive, a platform for mortgage professionals to connect and access resources.

Ginger also shares some resources for the use of AI tools to enhance the conference experience and the value of implementing AI.

We encourage Loan Officers and Mortgage Professionals to attend NAMB National, October 17-October 19, 2025, at Caesar's Palace in Las Vegas.

Free Registration: https://namb.org/national/

Follow Ginger:

Instagram: @GingerBell

Facebook: https://www.facebook.com/ginger.bell

LinkedIn: https://www.linkedin.com/in/gingerbell/

Website: Go2Training.com

Listen to this Episode: https://loan-officer-team-train.captivate.fm/listen

Connect with me:

My Instagram: @itsireneduford

My LinkedIn: Irene Duford

My Email: ireneandkevin@loanteamtraining.com

Get Loan Team Training for YOUR team: go.loanteamtraining.com

Building a Resilient Mortgage Career with Jeremy Forcier

Tue, 30 Sep 2025 06:00:00 -0600

In this episode of the Loan Officer Team Training Podcast, I interview Jeremy Forcier, a top producer in the mortgage business. We discuss Jeremy's journey, key habits that contribute to his success, and the importance of self-awareness, belief, and humility. Jeremy shares insights on facing fear and rejection, the significance of tracking performance, and his plans to launch a coaching program focused on building a supportive community. The conversation emphasizes the need for balance in life and the impact of serving others in the business.

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Follow Jeremy Forcier:

Instagram: @jeremyforcier

Website: https://meetjeremy.info/

Connect with me:

Listen to this Episode: https://loan-officer-team-train.captivate.fm/listen

My Instagram: @itsireneduford

My LinkedIn: Irene Duford

My Email: ireneandkevin@loanteamtraining.com

Get Loan Team Training for YOUR team: loanteamtraining.com

The Power of Authenticity in Social Media with Liz Reese

Wed, 20 Aug 2025 04:00:00 -0600

In this episode of Loan Officer Team Training, I chat with Liz Reese, a talented loan officer and content creator, about her inspiring journey with personal branding and social media. Liz opens up about the strategies she uses to engage with clients, build strong relationships, and why being vulnerable can be such a powerful part of your brand.

We talk about the mindset it takes to succeed in this business and how sharing your personal stories can help you truly connect with your audience. Liz reminds us that success is a marathon, not a sprint, and encourages everyone to show up authentically and be genuinely social online. It’s an uplifting, practical conversation that will make you excited to put yourself out there in a real and meaningful way.

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Follow Liz Reese:

Instagram: @loanladyliz

Website: https://linktr.ee/lizreese

Connect with me:

Listen to this Episode: https://loan-officer-team-train.captivate.fm/listen

My Instagram: @itsireneduford

My LinkedIn: Irene Duford

My Email: ireneandkevin@loanteamtraining.com

Chapters

00:00 Introduction to Personal Branding

06:29 Maximizing Efficiency in Content Creation

11:57 Teaching and Empowering Others

17:55 Standing Out in a Saturated Market

23:53 Engaging with Your Audience

34:37 Content Creation Strategies

40:27 Mindset and Self-Talk

46:11 Vulnerability in Branding

47:32 Building Connections and Community in the Loan Industry

48:28 Introduction and Appreciation

Navigating Marketing in the Age of AI with Christy Pessemier

Wed, 06 Aug 2025 04:00:00 -0600

In this episode, I sit down with Christy Pessemier to talk all things copywriting, marketing, and how the landscape is changing—especially with the rise of AI. Christy brings so much wisdom to the table as we dive into why authenticity in your messaging matters now more than ever. We also chat about the StoryBrand framework and how it helps you clearly identify and speak to the problems your clients are really facing.

Christy shares her journey into the world of copywriting and why creating a great client experience is at the heart of everything she does. She offers some fantastic advice for Loan Officers who want to grow their business without losing that human connection. We also touch on the power of gratitude, the role of positive self-talk, and how both can shape your mindset and success. It’s a thoughtful, practical, and encouraging conversation—I think you’ll really enjoy it!

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Follow Christy Pessemier:

Instagram: @christypessemier

Website: ChristyPessemier.com

Connect with me:

Listen to this Episode: https://loan-officer-team-train.captivate.fm/listen

My Instagram: @itsireneduford

My LinkedIn: Irene Duford

My Email: ireneandkevin@loanteamtraining.com

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CHAPTERS

00:00 Introduction and Background

01:57 The Role of Copywriting in Marketing

04:40 The Importance of Authenticity in Messaging

09:56 Utilizing AI in Copywriting

12:29 Understanding the StoryBrand Framework

17:36 Identifying Client Problems

24:02 The Value of One-on-One Coaching

28:36 The Importance of Sharing Your Expertise

31:15 Christy's Journey into Copywriting

33:41 Unreasonable Hospitality and Client Retention

38:07 Building Healthy Routines for Success

43:09 Mindset and the Power of Gratitude

48:57 Encouragement for Loan Officers

The Secret to BREAKTHROUGHS in Life & Business with Chris Medellin

Wed, 23 Jul 2025 05:00:00 -0600

This episode hit different.

I sat down with Chris Medellin, and what started as a conversation about branding and business quickly turned into something much deeper. We talked about what it really takes to break through in your life… not just in your career, but in the way you think, move, and show up every day.

Chris opened up about the habits that used to hold him back, and the moment he decided to make a real change, from hitting rock bottom to building a brand that’s now leading in the mortgage space. We got into everything from fitness and mindset to sobriety and purpose.

This isn’t just about being more productive. It’s about building a life you’re actually proud of.

If you’ve ever felt like you were meant for more, or you're in a season where you know something needs to shift, this conversation is for you.

Some things we unpack in this episode:

The power of routine and physical discipline

Why timing your creativity actually matters

The real reason Chris gave up alcohol, and what changed after

How to build a personal brand that reflects who you really are

What most people get wrong when chasing success.

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Follow Chris Medellin:

Instagram: @thechrismedellin

Website: chrismedellinofficial.com

Connect with me:

Listen to this Episode: https://loan-officer-team-train.captivate.fm/listen

My Instagram: @itsireneduford

My LinkedIn: Irene Duford

My Email: ireneandkevin@loanteamtraining.com

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CHAPTERS

00:00 - Intro

00:30 - Why This Conversation Matters

06:37 - Chris’s Story: From Struggles to Leadership

14:36 - Routines That Built Momentum

17:25 - Discipline Through Fitness

20:25 - When Creativity Peaks

23:35 - Branding That Feels Real

31:30 - Chris’s Sobriety Journey

32:35 - The Influence of Family

35:24 - Choosing to Get Sober

42:50 - What Happens After You Quit

44:27 - The Real Life Transformation

45:48 - Final Thoughts

Transforming Mindsets Around Money with Garrett Gunderson

Wed, 09 Jul 2025 04:00:00 -0600

In this episode, I had the pleasure of talking with Garrett Gunderson, and what a fun and eye-opening conversation it was! Garrett shares his journey from cleaning cars as a young entrepreneur to becoming a well-known financial educator and author. We dive into how our mindset around money can really shape our lives—and how shifting that mindset can lead to more freedom and peace.

Garrett also shares some practical steps for managing finances, why it’s so important to teach kids about money early on, and how he uses humor to make financial education more approachable. We talk about the fear and scarcity mindset so many of us deal with, and how having the right support and community can help you break through it. Garrett’s all about helping people heal their relationship with money, and I think you’ll take away some powerful insights from this one!

Episode Resources:

Garrett's questions to ask yourself:

What am I trying to protect, defend, or control?

What's the emotions I feel behind this?

Do I need to accept or what do I need to forgive?

What can I love about this? What can I learn from this?

Connect with Garrett: https://garrettgunderson.com/

Get Loan Team Training for YOUR Team: loanteamtraining.com

Watch my podcast on YouTube: https://youtu.be/NThE1s1GFWM

Follow me on Instagram (https://www.instagram.com/itsireneduford/)

Follow me on LinkedIn (https://www.linkedin.com/in/ireneduford/)

Email: ireneandkevin@loanteamtraining.com

Episode Highlights:

00:00 Introduction to Garrett Gunderson

03:18 Garrett's Journey with Money

08:32 Transforming Mindsets Around Money

12:36 Practical Money Management Strategies

17:39 Healing Money Stories and Legacy Conversations

19:17 Embracing Mistakes as Lessons

20:33 Mindset and Self-Talk Strategies

24:55 Valuing Relationships and Setting Boundaries

27:56 Teaching Financial Literacy to Children

30:43 The Intersection of Comedy and Financial Education

32:12 Navigating Fear and Seeking Support

34:16 Finding Motivation in Tough Times

37:02 Identifying Personal Superpowers

38:25 Coaching and Financial Empowerment

Building a Strong Mortgage Team Culture with Sam May

Wed, 25 Jun 2025 04:00:00 -0600

In this episode, I had a great conversation with Sam May, a seasoned Loan Officer from All Western Mortgage. Sam and I talk about something that doesn’t always get enough attention in our industry—vulnerability—and how being real and open can actually strengthen business relationships and team culture. He shares his journey through the ups and downs of the mortgage world and the lessons he’s learned along the way, especially when it comes to hiring the right people and creating a strong, supportive team.

We also dive into how important it is to truly understand your clients and create an experience that makes them feel seen and supported. Sam talks about the software he developed, called HOMPWR, and how it’s helping to improve the mortgage process in a really smart and innovative way.

We touch on the role AI could play in the future of the industry, the struggle so many of us face with perfectionism, and why community and collaboration matter more than ever. It’s a conversation full of insight and heart—I think you’re really going to enjoy it!

Episode Resources:

Connect with Sam: https://www.instagram.com/loanguysd/

Learn More about HOMPWR: https://www.hompwr.com

Get Loan Team Training for YOUR Team: loanteamtraining.com

Watch my podcast on YouTube: https://youtu.be/Ha94ZZq-Sp0

Follow me on Instagram (https://www.instagram.com/itsireneduford/)

Follow me on LinkedIn (https://www.linkedin.com/in/ireneduford/)

Email: ireneandkevin@loanteamtraining.com

Episode Highlights:

00:00 Introduction and Connection

02:16 Journey into the Mortgage Business

03:40 Building a Strong Team Culture

06:43 Hiring for Success

10:25 The Importance of Tough Conversations

11:48 Setting Expectations with Clients

14:14 The Role of Video in Client Engagement

20:07 Creating a Better Client Experience

21:54 Innovating with Technology in Mortgages

31:52 Embracing Video Communication

34:08 The Evolution of HOMPWR

36:02 AI's Role in the Mortgage Industry

37:59 The Journey of Building a Course

39:50 Overcoming Perfectionism

42:45 The Fear of Releasing Work

45:19 The Importance of Team Dynamics

48:19 Relationship vs. Transactional Business

51:19 The Power of Community and Collaboration

54:24 Work Ethic and Helping Others

Storytelling that Sells (Without Feeling Salesy) with Jessica Van Nuland

Wed, 11 Jun 2025 04:00:00 -0600

In this episode of Loan Officer Team Training, I’m joined by the amazing Jessica Van Nuland to talk all about using Instagram as a powerful marketing tool—especially for loan officers. Jessica shares her story of how she got into Instagram coaching and gives some really helpful tips on how to use storytelling, authentic engagement, and creativity to connect with your audience in a way that feels natural and not salesy.

We also dive into how to create content that really speaks to people, the importance of verification on social platforms, and how to get past that perfectionism that can hold us back from posting in the first place. If you’ve ever felt unsure about showing up on Instagram, this episode is full of encouragement and practical advice to help you get started and stay consistent!

Episode Resources:

Connect with Jessica: https://www.instagram.com/jessvannuland/

Join Forward Academy: https://www.forwardacademy.com

Get Loan Team Training for YOUR Team: loanteamtraining.com

Watch my podcast on YouTube: https://youtu.be/G0F85Gef-8M

Follow me on Instagram (https://www.instagram.com/itsireneduford/)

Follow me on LinkedIn (https://www.linkedin.com/in/ireneduford/)

Email: ireneandkevin@loanteamtraining.com

Episode Highlights:

00:00 Introduction to Jess Van Nuland

01:32 Journey to Becoming an Instagram Coach

02:58 Simplifying Instagram for Beginners

05:40 The Importance of Authenticity on Social Media

08:07 Transitioning from Old to New Video Strategies

11:19 The Power of Success Stories

12:18 Engagement Strategies on Instagram

17:02 Building Real Connections through DMs

23:19 Different Types of Instagram Posts

24:23 Leveraging the Algorithm for Growth

26:16 Rediscovering Creativity through Instagram

29:18 Mental Health and Personal Growth

30:14 The Power of Community and Gratitude

31:04 Overcoming Fear and Building Resilience

33:16 Legacy and Living Without Regrets

35:24 Authenticity in Social Media

37:33 Engagement Strategies for Social Media

39:27 Understanding Instagram Features and Strategies

43:07 The Impact of Instagram Live

46:12 Creating Meaningful Connections Through Content

The Power of Customer Experience for Loan Officers with Trevor York

Thu, 29 May 2025 04:00:00 -0600

In this episode, I sit down with Trevor York—Loan Officer and founder of Lynkspot—for a truly inspiring conversation. Trevor shares his journey through the mortgage industry and talks about how focusing on the customer experience, dialing in your messaging, and using social media effectively can make a huge difference in your business. He walks me through what Lynkspot is all about and how it’s helping loan officers simplify their marketing in one easy-to-use platform.

We also chat about mindset, the ups and downs of growing through adversity, and how personal growth plays a big role in professional success. Trevor opens up about how his family has shaped his perspective, and I just love his genuine passion for helping others in the industry. He reminds us to celebrate the wins—big or small—and to keep lifting each other up. You’re going to walk away from this one feeling encouraged and ready to take action!

Episode Resources:

Learn more about Lynkspot: https://lynkspot.com

Connect with Trevor: https://www.instagram.com/trevyork/

Get Loan Team Training for YOUR Team: loanteamtraining.com

Watch my podcast on YouTube: https://youtu.be/1kEint2d218

Follow me on Instagram: https://www.instagram.com/itsireneduford/

Follow me on LinkedIn https://www.linkedin.com/in/ireneduford/

Email: ireneandkevin@loanteamtraining.com

Episode Highlights:

00:00 Introduction to Trevor York and Lynkspot

02:22 Trevor's Journey as a Loan Officer

04:19 The Birth of Lynkspot

05:15 The Importance of Customer Experience

09:16 The Role of Messaging and Packaging

11:19 Extracting Authenticity in Communication

17:08 Overcoming Challenges in Video Communication

23:16 Understanding Lynkspot's Features and Benefits

30:07 Mindset Matters: Cultivating Positivity

37:27 The Power of Gratitude and Faith

44:24 Strengths and Weaknesses: A Dual Perspective

45:31 Empowering Others: The Ripple Effect of Support

50:12 Learning from Family: The Cycle of Growth

53:06 Closing Thoughts: The Value of Connection and Learning

The Lasting Legacy of Self Talk with Dr. Shad Helmstetter

Wed, 14 May 2025 04:00:00 -0600

In this episode, I had the absolute pleasure of talking with Dr. Shad Helmstetter about the powerful role self-talk plays in both personal development and parenting.

We explored how the words we say to ourselves, and to our children, can shape confidence, self-esteem, and overall well-being.

Dr. Helmstetter shares some fascinating insights into the neuroscience behind self-talk and how it literally programs the brain, for better or worse. Whether you’re a parent or not, this will really hit home.

We also talked about how we, as parents and educators, have a responsibility to help kids develop positive inner dialogue from a young age. Dr. Helmstetter offered practical ways to shift negative thought patterns and even walked through how to teach self-talk to children in everyday life.

The ripple effect of these conversations can be life-changing—not just for our kids, but for future generations.

This episode will speak to you as a parent, leader, or anyone who wants to create lasting impact—starting with the words we use.

It was such a meaningful discussion, and I can’t wait for you to hear it.

Where to get self talk:

https://selftalkplus.com

https://shadhelmstetter.com

Books by Dr. Shad Helmstetter

What To Say When You Talk to Yourself - https://a.co/d/194hJmd

Predictive Parenting-What To Say When You Talk to Your Kids - https://a.co/d/6IOXgmq

Who Are You Really and What Do You Want? - https://a.co/d/9wUQuMn

The Power of Neuroplasticity - https://a.co/d/j9c1qK5

Negative Self Talk and How to Change it - https://a.co/d/ffLdSZY

The Self Talk Solution - https://a.co/d/cNWqxsx

Watch this podcast on YouTube: https://youtu.be/AEgkGMCGaiI

Get Loan Team Training for YOUR Team: https://loanteamtraining.com

Let’s Connect:

Instagram – @itsireneduford

LinkedIn – Irene Duford

Facebook – Loan Team Training

Email – ireneandkevin@loanteamtraining.com

Episode Highlights

00:00 The Power of Self-Talk in Parenting

07:00 Neuroscience of Self-Talk and Its Impact

14:54 Practical Applications of Self-Talk

22:03 Teaching Self-Talk to Children

30:06 The Ripple Effect of Positive Self-Talk

Turning Passion into Presence with Neel Dhingra

Wed, 30 Apr 2025 04:00:00 -0600

Join me as I have a great conversation with Neel Dhingra, a prominent digital creator, entrepreneur, and mortgage industry leader, the founder and CEO of Forward Academy. He has significantly impacted the real estate and mortgage industries by leveraging content marketing and personal branding to grow his business exponentially.

He lives what he teaches.

We talk about the power of personal branding and content marketing, how passion can drive your business forward, and what it really takes to create content that connects.

Neel shares his journey of working in the mortgage business to becoming a leader in personal branding and marketing through content creation, and he really emphasizes the importance of helping others and building a strong, supportive community along the way.

We also get into some of the real challenges that come with shifting market conditions, the mindset needed to push through, and why staying focused on growth is so important.

Plus, Neel gives us a preview of the upcoming Forward Event- a high-energy, in-person conference designed for mortgage and real estate professionals aiming to elevate their personal brands. The upcoming event is scheduled for July 11–12, 2025, in Las Vegas, featuring marketing experts from outside the industry who inject fresh perspectives that work. Neel brings world-class speakers like Chris Do, Dan Martell, Shade Zahrai, Johnny Cupcakes and so many more.

This is an inspiring conversation with so many gold nuggets from Neel you won’t want to miss!

Connect with Neel:

Neel Instagram

The Neel Home Podcast

https://neelhome.com

https://www.youtube.com/c/NeelDhingra

https://www.linkedin.com/in/neelhome

https://www.forwardacademy.com

Get Loan Team Training for YOUR Team: loanteamtraining.com

Watch my podcast on YouTube: https://youtu.be/3DGxFZRqXFA

Follow me on Instagram https://www.instagram.com/itsireneduford/

Follow me on LinkedIn https://www.linkedin.com/in/ireneduford/

Email: ireneandkevin@loanteamtraining.com

Episode Highlights:

00:00 Introduction to Neil Dhingra and Forward Academy

04:38 The Journey of Building a Personal Brand

10:59 Refocusing on Passion and Enthusiasm

14:45 Creative Marketing Strategies in Direct Mail and Social Media

16:37 The Importance of Packaging Your Message

17:43 Implementing Strategies for Success

19:32 Identifying Your Target Audience

22:55 Narrowing Your Focus for Greater Impact

25:08 Engaging with Your Audience on Social Media

30:37 The Fulfillment of Helping Others

33:24 The Impact of Business Success on Personal Lives

34:36 Gaining Freedom Through Teamwork

37:36 Understanding Customer Pain Points

40:36 Flipping Adversity into Advantage

41:43 The Power of Daily Creation

45:00 Building a Strong Team

47:21 Going the Extra Mile for Success

49:34 The Importance of Personal Branding

52:30 Creating a Supportive Community

55:32 Long-Term Strategies for Business Growth

Lead With Your Stories with Roberto Monaco

Thu, 24 Apr 2025 04:00:00 -0600

In this episode, I sit down with Roberto Monaco for a fun and insightful conversation all about the art of effective communication. We dive into why it’s so important to really understand your audience, how storytelling can create deeper connections, and how love and intentionality can completely transform the way we communicate. Roberto and I also talk about the evolution of video marketing, the value of personal growth, and how self-talk plays a big role in overcoming fear. He shares his journey in building Influencology and what makes his Influence from the Front class so powerful—including the idea of collecting and using your own life stories to connect with others. We both encourage you to embrace your experiences and let your story be heard.

Episode Resources:

https://influencingfromthefront.com/

https://www.instagram.com/therobertomonaco/?hl=en

https://influenceology.com/

https://www.youtube.com/@InfluenceOlogy

Get Loan Team Training for YOUR Team: loanteamtraining.com

Watch my podcast on YouTube: https://youtu.be/sn7qtGFx9NA

Follow me on Instagram (https://www.instagram.com/itsireneduford/)

Follow me on LinkedIn (https://www.linkedin.com/in/ireneduford/)

Email: ireneandkevin@loanteamtraining.com

Episode Highlights:

00:00 The Art of Communication

03:13 Understanding Your Audience

05:54 One-to-One vs One-to-Many Presentations

09:12 The Evolution of Video Marketing

12:05 Influencology: A Journey of Passion

15:10 Influence from the Front: A Unique Experience

18:08 Intentional Parenting and Storytelling

20:59 The Importance of Continuous Learning

23:55 The Psychology of Communication

26:50 The Impact of Social Media on Communication

29:53 Training for Success

36:13 The Power of Communication Skills

39:34 Transforming Content into Experiences

42:55 The Heart of Communication

46:37 Collecting Life Stories

51:22 Embracing Your Unique Voice

55:54 Overcoming Fear in Public Speaking

01:01:42 Shifting Mindsets for Effective Communication

Unlocking Loan Success: The Role of a Loan Partner

Tue, 01 Apr 2025 06:00:00 -0600

In this episode of Loan Officer Team Training, I have a special guest — my son, Kenny Duford! Kenny’s a loan partner, and we dive into the ins and outs of loan consultations and why having a dedicated loan partner can make all the difference for loan officers. We chat about his transition from banking to brokering, the importance of clear job descriptions, and how our WOW training program helps loan partners sharpen their skills. Kenny also shares his thoughts on creating a strong team culture, tackling call reluctance, and using checklists to keep the loan process running smoothly. Plus, we cover the power of building genuine client relationships and confidently asking for referrals. It’s a great conversation filled with practical tips to help your loan team thrive!

If you’ve enjoyed this episode please share it with your friends. If you haven’t yet, +Follow the show to ensure you get every episode right away.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Episode Highlights:

00:00 Introduction to Loan Consultation Dynamics

03:19 The Role of a Loan Partner

06:08 Transitioning from Banking to Brokerage

08:58 Defining Roles and Responsibilities

14:10 The WOW Training Overview

17:13 Building Team Culture and Communication

20:16 Overcoming Call Reluctance

22:53 Implementing Checklists for Success

26:04 Enhancing Client Relationships

28:57 Conclusion and Call to Action

Mastering Mortgage Management: Insights from Sophie Lapointe

Tue, 25 Mar 2025 04:00:00 -0600

In this episode of Loan Officer Team Training, I chat with Sophie Lapointe , mortgage broker and owner of Urban Pointe Lending. Sophie shares her inspiring journey in the mortgage industry and how she’s built a strong, successful team. We talk about the importance of systems and automation, and how she’s able to step away for personal vacations while her business runs smoothly. Sophie also opens up about her approach to social media marketing, maintaining a growth mindset, and the daily routines that keep her on track. Plus, we dive into the value of training and supporting your team, and why providing exceptional service to clients is always a top priority.

If you’ve enjoyed this episode please share it with your friends. If you haven’t yet, +Follow the show to ensure you get every episode right away.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Sophie on Instagram: https://www.instagram.com/sophie.loans/

Episode Highlights:

00:00 Introduction to Urban Pointe Lending

02:59 Team Dynamics and Structure

07:29 Vacation Planning and Team Management

09:27 The Importance of Systems and Automation

11:35 Leveraging Social Media for Business Growth

15:06 Adapting to New Marketing Strategies

18:17 Navigating the Changing Real Estate Landscape

23:17 The Power of Content Creation

25:21 Building Connections and Collaboration

29:07 Embracing Change and Growth

33:40 Mindset and Daily Routines

38:33 Learning and Development in Business

Tech, Teamwork, and Tactics: Kei Kullberg’s Secrets to Success

Tue, 18 Mar 2025 04:00:00 -0600

In this episode of the Loan Officer Team Training Podcast, I sit down with Kei Kullberg, a seasoned mortgage professional, to talk about his journey in the industry. We dive into the power of having solid systems and processes, how technology can boost efficiency, and why hiring the right people is key to building a strong team. Kei shares his thoughts on the value of a loan partner, effective marketing strategies (including video content), and the mindset shifts that help overcome fear and self-doubt. He also highlights the importance of self-awareness and delegation in achieving long-term success in the mortgage business.

If you’ve enjoyed this episode please share it with your friends. If you haven’t yet, +Follow the show to ensure you get every episode right away.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Episode Resources:

Mel Robbins - The Let Them Theory - https://a.co/d/fdBQypU

Kei Kullberg on Instagram - https://www.instagram.com/kei_themortgageguy

Episode Highlights:

00:00 Introduction to Kei Kullberg

02:55 Kai's Journey in the Mortgage Business

05:25 The Importance of Systems and Processes

07:59 Tech Stack for Efficiency

10:28 Building a Successful Team

12:45 The Role of a Loan Partner

17:43 Marketing Strategies and Video Content

20:45 Mindset and Overcoming Fear

23:06 Personal Growth and Health

26:06 Final Thoughts and Resources

The Evolution of Team Structure in Mortgage Business With Spencer Stott

Tue, 11 Mar 2025 04:00:00 -0600

In this episode , I interview Spencer Stott, a seasoned Broker/Owner from Utah about the evolution of his team structure and the importance of having a fantastic reliable team in the mortgage business. Spencer shares his journey from working solo to building a successful team that allows him to enjoy more freedom and focus on relationship building. He discusses the roles within his team, the significance of training, and the mindset required for success. Our conversation emphasizes the value of investing in a team and the impact of accountability and a daily success plan to achieve business goals while having freedom to bring in more loans.

If you’ve enjoyed this episode please share it with your friends. If you haven’t yet, +Follow the show to ensure you get every episode right away.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Episode Highlights:

00:00 Introduction to Team Dynamics in Mortgage Business

02:37 Evolution of Spencer's Team Structure

04:50 The Importance of Team Roles

07:23 Transitioning Team Members for Growth

09:52 Building Relationships Through Education

12:28 Champion Mindset and Daily Routines

21:03 The Power of Handwritten Notes

21:43 Daily Success Plan: Building Relationships

22:48 The Shift to Virtual Meetings

23:14 Accountability Through Virtual Assistance

26:12 Investing in Team and Growth

27:25 The Importance of Teamwork

29:59 Overcoming Financial Fears in Hiring

32:29 Transforming Costs into Investments

34:11 Finding Freedom Through Team Support

36:14 Navigating Market Challenges

38:00 Encouragement for Loan Officers

If SOMEBODY Is Doing It, Why Not ME? with Tammy Saul

Thu, 06 Feb 2025 04:00:00 -0600

In this episode, I sit down with Tammy Saul to explore the mindset of success and the power of believing in yourself. Tammy shares her journey in the mortgage industry, overcoming cancer and how adopting the mantra, If somebody is doing it, why not me?, has fueled her growth and achievements. We’ll discuss overcoming self-doubt, setting big goals, and taking the necessary steps to reach them. If you’ve ever wondered what it takes to break through barriers and achieve more, this conversation will inspire you to step up and go after what you want with confidence.

Episode Resources:

https://federalhillmortgage.com/tammy-saul/

The Compound Effect by Darren Hardy - https://store.darrenhardy.com/collections/frontpage/products/the-compound-effect

Episode Highlights:

00:00 Introduction to Tammy Saul's Journey

01:25 Overcoming Challenges: A Cancer Diagnosis

03:40 The Power of Commitment and Mindset

11:18 Daily Operations: Delegation and Team Dynamics

18:34 Referrals vs. Leads: A Strategic Approach

25:15 Finding Your Comfort Zone in Business

27:10 The Importance of Organization and Process

29:47 Navigating Hiring Challenges

31:21 Finding the Right Fit: Team Dynamics

33:13 Building a Strong Team Structure

35:23 Trusting Your Instincts in Hiring

37:00 Understanding Your Hiring Style

38:10 The Importance of Role Clarity

39:35 Mindset Matters: The Power of Self-Talk

40:05 The Law of Attraction in Business

43:13 Resilience in the Face of Rejection

46:52 Efficiency in Client Interactions

49:41 Teaching Values to the Next Generation

Leadership Matters with Richard Smith

Tue, 10 Dec 2024 04:00:00 -0600

In this episode of Loan Officer Team Training, I talk with Richard Smith, owner & CEO of Remote Assistant Scout, about the importance of strong leadership in remote work environments, especially when it comes to hiring and managing virtual assistants. Richard and I dive into key topics like effective communication, building trust, creating a positive culture, and the step-by-step process of bringing virtual assistants onto your team. He also shares insights from his chapter in the book we co-authored- Leadership Matters, highlighting how great leadership can boost productivity and strengthen team dynamics.

If you’ve enjoyed this episode please share it with your friends. If you haven’t yet, +Follow the show to ensure you get every episode right away.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Episode Resources:

https://remote-assistant-scout-1.phonesites.com

https://www.linkedin.com/in/rsmithcrown

Leadership Matters book: https://a.co/d/09PZVj7

https://leadershipmatters.us

https://aneedwefeed.org

Show Highlights:

00:00 - Leadership Matters

01:45 - Leading Remotely

02:55 - Work Less, Grow More

05:05 - Clarity and Consistency in Communication

08:05 - Fostering Trust Virtually

16:15 - Building Culture with a Remote Team

18:35 - Managing Time Zone Differences

21:20 - Remote Assistance Scout

23:40 - Managing Without Micromanaging

What Separates a Good Loan Officer Team from a GREAT Loan Officer Team

Tue, 26 Nov 2024 04:00:00 -0600

In this solo episode of Loan Officer Team Training, I break down what truly separates a good Loan Officer Team from a GREAT one. We’ll explore the key habits, that elevate top performers in the industry. Today, I share actionable tips to help you take your career to the next level. Whether you’re just starting out or striving to improve, this episode will provide valuable insights to help you stand out as a great loan officer who consistently delivers exceptional results.

If you’ve enjoyed this episode please share it with your friends. If you haven’t yet, +Follow the show to ensure you get every episode right away.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Watch my Podcast on YouTube

Follow me on Instagram

Follow me on LinkedIn

Follow me on Facebook

Email: ireneandkevin@loanteamtraining.com

Show Highlights:

00:00 - What TRULY Sets Us Apart

00:40 - Same Way Every Time

01:23 - The Power of Checklists

02:10 - Follow Up

02:55 - Use the Phone

03:55 - Learning to Listen

07:35 - The Words We Use Matter

09:10 - The Value of Handwritten Notes

10:25 - Say Thank You to Your Clients & Partners

Masterclass Compilation: Highlights from RJ Baxter, Hamilton Lao, Chelsea Gardner & Kevin Brierton

Mon, 11 Nov 2024 04:00:00 -0600

In this special "Masterclass Compilation" episode of Loan Officer Team Training, I’ve gathered some powerful and insightful moments from my conversations with four exceptional performers in their fields: RJ Baxter, Hamilton Lao, Chelsea Gardner & Kevin Brierton. I am thankful to call each one of these guests a friend and have had the good fortune to coach and or work with them over the years. Their experience and advice is applicable across industries, but for Loan Officers & their teams working in a difficult market they are invaluable. Whether you're new to the series or looking to revisit key lessons, this episode offers a concentrated dose of wisdom that can elevate your career and personal growth. Tune in to learn from the best and take your skills to the next level!

If you’ve enjoyed this episode please share it with your friends. If you haven’t yet, +Follow the show to ensure you get every episode right away.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Episode Highlights:

From “Discovering You ARE Good Enough with RJ Baxter” episode 20

00:00 - RJ’s experience as a Freedom Club “Beta Test” member

02:15 - “I remember seeing a significant increase in business in just the first 90 days”

04:15 - What were RJ’s early goals when he started coaching

06:05 - RJ’s Podcast - Real Estate Agent Superstars

06:50 - RJ’s Team

08:30 - Defining the ROLE

12:10 - The impact of WOW Team Training for RJ’s Loan partner

From “Turning Rejection into Relationships with Hamilton Lao” episode 35

13:30 - Putting people in a place where they can help people

17:30 - An Agent Calling Machine

18:10 - The No-Laptop vacation

20:30 - Getting the RIGHT Help

From “Motivation For Marketing with Chelsea Gardner” episode 47

23:20 - How Loan Officers Get Serious About Social

25:40 - How to Use AI in Your Voice

27:15 - The AI Prompt Handbook

27:40 - Time Blocking

From “No Excuses with Kevin Brierton” episode 54

29:30 - Mindset Starts in the Morning Routine

33:25 - Morning Media

36:30 - Self Talk is for More than Just Yourself

Leadership Matters: A Discussion with the Authors

Mon, 28 Oct 2024 04:00:00 -0600

In this special bonus episode, I’m sharing a recent discussion I was invited to join with on the Laugh, Lend & Eat Podcast! Host Fobby Naghmi and co-host Ginger Bell invited in guests Joe Wilson, Founder & CEO of SocialCoach, Don Hastings, Founder of Senior Solutions Today, and me, Irene Duford, Founder of Loan Team Training. We dive into the importance of leadership, mentorship, and the power of listening. Each guest brings their unique experience to the table, discussing how leadership is a journey filled with challenges, adaptability, and the constant need for personal development.

If you’ve enjoyed this episode please share it with your friends. If you haven’t yet, +Follow the show to ensure you get every episode right away.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Episode Highlights

00:00 Introduction to Leadership Matters

03:30 The Journey of Writing a Book

06:25 Personal Stories of Leadership

09:35 The Importance of Humility in Leadership

12:15 Self-Leadership and Personal Development

15:25 Navigating Failure and Adaptability

19:50 The Role of Mentorship in Leadership

24:15 Building Relationships and Trust

27:10 The Power of Listening as a Leader

30:25 Reflections on Writing and Growth

34:00 Conclusion and Final Thoughts

Purchase copies of the book here: https://leadershipmatters.us/ to support the Leadership Matters Book and Project.

The Power of Educating Clients with Mike Hajjar

Tue, 22 Oct 2024 04:00:00 -0600

In this episode of Loan Officer Team Training, I’m joined by Mike Hajjar to explore the power of educating clients and how it can transform your business. Mike shares his insights on why taking the time to educate clients about the loan process not only builds trust but also empowers them to make informed decisions. We’ll discuss practical strategies for clear communication, simplifying complex topics, and creating a better client experience. Whether you’re a loan officer or in any client-facing role, this episode will inspire you to embrace education as a key tool for building stronger relationships and achieving long-term success.

If you’ve enjoyed this episode please share it with your friends. If you haven’t yet, +Follow the show to ensure you get every episode right away.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Show Highlights:

00:00 - Introduction

01:30 - Mike’s Business

05:25 - #1 Purchase Branch

07:40 - What the Heck is a HECM Loan?

13:40 - The Power of Educating Clients

17:25 - Overcoming Imposter Syndrome

21:40 - Become a Student

31:40 - Setting up Systems for Success

34:15 - Same Way Every Time SWET

35:40 - LoanTeamTraining.com

Re-Wire Your Programming: The Power of Positive Self Talk with Irene Duford

Mon, 14 Oct 2024 04:00:00 -0600

In this solo episode, I share a presentation I gave at the 50th Annual NAMB event, where I dive into the transformative power of positive self-talk and how it can help you re-wire your mental programming for success. Drawing on both personal experience and research, I’ll explain how the thoughts we repeat to ourselves shape our mindset, performance, and overall well-being. I’ll share practical techniques for shifting negative self-talk into empowering, positive affirmations that can boost confidence and resilience. Whether you’re looking to overcome self-doubt or simply strengthen your mindset, this episode offers actionable steps to help you harness the power of positive self-talk and unlock your full potential.

If you gained something valuable from this episode, I'd appreciate it if you would share it with your colleagues and friends in the mortgage industry who could benefit. If you’re not already, follow the show to ensure you get every episode right away!

Let me know what you thought and/or what topics I should go deeper on in my next episode!

#LoanOfficerTeamTraining #LoanTeamTraining #selftalk #mentalprogram

Get Loan Team Training for YOUR Team: loanteamtraining.com

Episode Highlights:

00:00 - Introduction

02:00 - Giving You the Tools for Success

03:50 - How to Stop Worrying & Start Living by Dale Carnegie

04:30 - What to Say When You Talk To Yourself

05:00 - The Cost of Negativity

06:00 - Your Programming

08:55 - Baby Sister

10:45 - Dealing With Bad Programming

14:10 - Your Programs Will Fight Back

16:05 - Spreading the Language of Success in Your Team

16:55 - LOSelfTalk.com

18:00 - Your Thoughts Drive Emotions, Emotions Drive Your Actions, Actions Drive Results

19:50 - It’s Learning a New Language

20:10 - Self Talk+

22:45 - The Pain of Regret or the Pride of Action

23:45 - Self Talk Makes Dreams Come True

27:25 - Loan Team Training

33:20 - A Self Talk Legacy

How Jing Builds a Great Team by Learning the Skill of Hiring the Right People

Tue, 08 Oct 2024 04:00:00 -0600

In this episode, I’m joined by Jing Ren to discuss the intricacies of the hiring process and what it takes to build a successful team. Jing shares her journey of hiring, from identifying the right candidates to fostering an environment where new team members can thrive. We’ll explore the challenges, lessons learned, and key strategies for attracting and retaining top talent. Whether you’re expanding your team or refining your hiring practices, this episode provides practical insights to help you navigate the journey of hiring with confidence and clarity.

If you gained something valuable from this episode, I'd appreciate it if you would share it with your colleagues and friends in the mortgage industry who could benefit.

Let me know what you thought and/or what topics I should go deeper on in my next episode!

#LoanOfficerTeamTraining #LoanTeamTraining #JingRen #hiring

Get Loan Team Training for YOUR Team: loanteamtraining.com

Episode Highlights:

00:00 - Introduction

01:40 - Jing’s Mortgage Origins

03:55 - Training the Staff

05:00 - DISC Personality

05:50 - The Discomfort of Team Leadership

11:20 - The Power of a Positive Culture

13:50 - The Journey of Hiring

17:50 - Jing’s Team

26:30 - Jing’s Loan Partners

27:20 - Maintaining Culture with Remote Work

30:20 - Learning to Let Go

35:05 - Training Loan Partners to Support the Loan Officer

39:35 - The Power of a Trainer

40:45 - Dr. Butler Script

44:50 - “They Had All the Answers”

We’re Here to Be Helpers with Alyson Rixner

Wed, 02 Oct 2024 04:00:00 -0600

In this episode of Loan Officer Team Training, I sit down with Alyson Rixner to talk about the NAR changes that are affecting homebuyers, sellers, Mortgage Loan Officers and Real Estate Agents. But more broadly, we discuss the core value that drives her work, especially in times of trial or changes: being a helper.

Alyson shares how this mindset shapes her approach to leadership, team building, and client relationships, and how it can make a profound impact in the mortgage industry. We’ll discuss the importance of empathy, service, and genuinely caring for others as key elements in creating long-lasting success. Whether you’re leading a team or working directly with clients, this conversation will inspire you to embrace the role of a helper in everything you do.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Connect with Alyson and her team: https://orlickigroup.com/

Show Highlights:

00:00 - Introduction

01:45 - The Questions We Now Need to Ask

05:40 - When to Ask

07:15 - Educating the Homebuyer

10:15 - Compensation and Concessions are Different

13:15 - Thinking in Advance

14:30 - Sharing a Divorce Attorney

16:25 - It’s Harder to Do Our Jobs Now

17:35 - Helping Referral Partners Navigate This

19:50 - Align with the Right People

21:15 - We’re Here to Be Helpers

Everybody is Fascinating with Hamilton Lao

Tue, 24 Sep 2024 04:00:00 -0600

In this episode, I’m joined by Hamilton Lao, Business Development Rep for the Jing Mortgage Team, to explore how he’s turned “call reluctance” to “call acceptance” and is helping people everyday by building relationships.

Hamilton shares his approach to building relationships and discovering the unique stories behind every client and colleague he meets. We’ll dive into his role on the team, the skills that make him successful, and how seeing the fascinating side of people can open doors in business and beyond. Whether you're looking to strengthen your networking game or better understand the human side of your work, this episode offers valuable insights into connecting with others on a deeper level.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry or anyone you know who can benefit from this information. Visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Episode Highlights:

00:00 - Introducing Hamilton

02:25 - Disproving Limiting Beliefs

03:10 - Hamilton’s Story

05:45 - Humans of New York

06:25 - Everybody is Fascinating

08:25 - Students of Success

11:10 - Relying on Tact

13:20 - The Power of Emotional Intelligence

16:05 - Hamilton the Teacher

19:10 - A Partner that Sees More in You

21:05 - A Supportive Spouse

23:45 - Everything Can Be Answered with Love

28:45 - The Law of Reciprocation

31:10 - Focusing on the Helpful

32:30 - Helping Those that Need Help

36:40 - Cold Calling

38:40 - Always Developing Ourselves

39:45 - Creating a WOW Experience

41:15 - Working Through Call Reluctance

46:20 - Cold Calling Real Estate Professionals

48:00 - Be Yourself

49:30 - Business Development Rep

52:15 - Always Preparing

54:30 - Planting Seeds

58:10 - The Human Component

01:00:00 - Connect with Hamilton

Connect with Hamilton & his team: https://www.facebook.com/jingsmortgageteam

Masterclass Compilation: Highlights from René Rodriguez, Tyler Osby, Alyson Rixner and Dr. Shad Helmstetter

Mon, 02 Sep 2024 04:00:00 -0600

In this special "Masterclass Compilation" episode of Loan Officer Team Training, I’ve gathered some of the most powerful and insightful moments from my conversations with four exceptional experts: René Rodriguez, Tyler Osby, Alyson Rixner, and Dr. Shad Helmstetter. Each segment is packed with actionable advice and strategies, covering topics like effective communication, mindset mastery, leadership, and personal development. Whether you're new to the series or looking to revisit key lessons, this episode offers a concentrated dose of wisdom that can elevate your career and personal growth. Tune in to learn from the best and take your skills to the next level!

Get Loan Team Training for YOUR Team: loanteamtraining.com

Episode Highlights:

00:00 - Introduction

From “Thinking in the Language of Success with Dr. Shad Helmstetter” Episode 14

01:30 - Lessons from the Nursery - No one is born to fail

03:20 - The Success/Failure Imagination Experiment

07:00 - Irene’s Father’s story

08:30 - Parenting with self-talk

From “The Process Will Support You with Alyson Rixner” Episode 33

11:00 - Your Process Needs to Support Your Business Model

14:25 - Start With Why by Simon Sinek

15:15 - The Process Reflects YOU!

18:30 - Create. Test. Iterate! Your Process is Organic

From “Unlocking Your Own Purpose with René Rodriguez” Episode 10

20:20 - What drives René Rodriguez? Having an impact on people

23:20 - Habits that René uses to make success not just possible but doable

24:45 - “It’s not about the content, it’s the application that matters”

26:25 - “We’re shaped in the difficult times.”

From “How “Because I Wanted To” Became Enough with Tyler Osby” Episode 29

31:00 - The Power of a Positive attitude in the workplace

36:00 - How “Because I Want To” Became Enough

Passing On Your Knowledge with Ginger Bell

Mon, 05 Aug 2024 04:00:00 -0600

In this episode, I sit down with Ginger Bell to discuss the profound impact of using video to share knowledge and build a lasting legacy. Ginger and I explore how Loan Officers, Real Estate Agents, and professionals across industries can harness the power of video to educate, inspire, and connect with their audience and client base. We'll share practical tips for creating engaging content, overcoming the fear of being on camera, and using video as a tool to preserve and pass on your expertise.

Whether you're looking to enhance your personal brand or leave a meaningful legacy, this episode is packed with valuable insights to help you make a lasting impression.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Episode Highlights:

00:30 - Meet Ginger Bell

01:00 - EduMarketing

03:15 - Podcasts

05:10 - Book Publication

12:00 - Action Conquers Fear

18:30 - It Doesn’t Always Have To Be About Mortgages

22:30 - Irene’s History with Video

25:50 - Passing on Your Knowledge

30:20 - Get Your Story Out There

32:00 - Video is the New Public Speaking

32:45 - We’re So Hard On Ourselves

Connect with Ginger and her team: https://www.edumarketing.com

Harmonies of Hope: An Opportunity to Give Back

Mon, 29 Jul 2024 04:00:00 -0600

In this special episode of Loan Officer Team Training, I’m joined by my grandson, Aaron Christensen, to discuss Harmonies of Hope, an inspiring charity fundraising event benefiting the Grief Center of New Mexico. Aaron shares the heartfelt mission behind the event, which aims to provide support and resources to those coping with loss. We'll delve into the details of the event, including the powerful stories of those who have been helped by the center, and how music and community play a vital role in healing. Join us for an uplifting conversation about making a difference, the importance of compassionate support, and how you can get involved in this meaningful cause.

To join the mission of Harmonies of Hope by making a donation or buying a ticket to the August 17th event visit this link: HarmoniesofHope.info

00:25 - A Special Program

01:00 - Harmonies of Hope

02:05 - The Grief Center

05:00 - Connecting with the Community

07:25 - Aiding Those in the Grieving People

09:20 - The Harmonies of Hope 2024 Event

10:40 - An Ambitious Goal

11:20 - A Preview of The Event

12:10 - How To Get Involved

16:00 - Join in the Giving

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Episode Resources:

GriefNM.org

HarmoniesofHope.info

The Man Who Saved My Life, Who Might Save Yours: Dr. Russell Teames

Mon, 22 Jul 2024 04:00:00 -0600

In this heartfelt episode, I share the incredible story of Dr. Russell Teames, the man I genuinely credit for saving my quality of life and who just might save yours as well. We explore his groundbreaking work, his approach to patient care, and the lessons I've learned from my personal experience with him. Dr. Teames discusses his innovative techniques and the importance of holistic health in our high-stress industry. This episode is not just about my journey; it's about the transformative power of exceptional care and how prioritizing your health can lead to professional and personal success for you or anyone. Tune in for an inspiring and potentially life-changing conversation.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Episode Highlights:

00:25 - Not Your Typical Episode

01:20 - A Personal Trainer For the Brain

06:30 - Stress Management

08:15 - Working with Dr. Teames

11:05 - How Irene Found Dr. Teames

14:05 - Using Tomorrow’s Energy Today

17:25 - “I Will Not Work Like I Did Before”

18:45 - Repairing a Pinched Nerve

25:25 - Committing to Not Push Yourself

28:15 - What Can You Do To Help Yourself

34:50 - Connect with Dr. Teames

37:25 - Dr. Teames World Class Team

39:40 - The Neuro Reset Podcast

Episode Resources:

https://desertbrainandspine.com

Negative Self Talk and How to Change it by Dr. Shad Helmstetter - https://a.co/d/h9n7Vfn

The Five Languages of Appreciation in the Workplace

Tue, 09 Jul 2024 04:00:00 -0600

In this solo episode, I delve into "The Five Languages of Appreciation in the Workplace" and how understanding and implementing them can transform your team's dynamics. Drawing from the popular book, I explain each language of appreciation—words of affirmation, acts of service, tangible gifts, quality time, and physical touch—and provide practical examples of how to apply them in a professional setting. By recognizing and valuing your team's unique preferences for appreciation, you can boost morale, enhance productivity, and create a more cohesive and motivated work environment. Join me as I share actionable insights to foster a culture of appreciation that drives success.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

00:30 - The Five Languages of Appreciation in the Workplace

01:30 - Why This Matters for Business

02:45 - Words of Affirmation

05:55 - Quality Time

08:50 - Acts of Service

12:55 - Tangible Gifts

15:55 - Physical Touch

16:30 - Using the Action Checklist

22:35 - Shop.AppreciationAtWork.com

23:10 - A Personal Realization

25:25 - The Five Love Languages

The Five Languages of Appreciation: https://a.co/d/aoN2awD

The Five Love Languages: How to Express Heartfelt Commitment to Your Mate https://a.co/d/04iQ0qT4

Thriving in the Cyclical Loan Industry with Youssef Abdelhalim

Tue, 02 Jul 2024 04:00:00 -0600

In this episode, I have an enlightening conversation with Youssef Abdelhalim about thriving in the ever-changing, cyclical loan industry. Youssef brings his wealth of knowledge and experience to discuss strategies for staying resilient and adaptable through market fluctuations. We’ll cover how to get out of a downward emotional spiral, build systems and processes that make fans out of your clients and bring in referral business no matter what the market is doing. Tune in to gain practical tips and insights that will help you navigate the industry’s ups and downs, ensuring long-term success for you and your team.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

00:15 - Meet Youssef

03:15 - Handling the Shift in the Market

05:30 - Getting Out of the Woe is Me Phase

08:00 - The Loan Strategy Call

09:25 - The Cyclical Nature of the Loan Industry

13:15 - What Youssef Does to Bring In More Business

18:30 - Handwritten Notes

21:30 - Get Comfortable with Being Uncomfortable

26:15 - The Power of Positivity

30:50 - Youssef’s Audacious Goal

35:25 - Self Talk

How Do You Hire a Great Loan Partner with Irene Duford

Mon, 17 Jun 2024 04:00:00 -0600

In this episode of Loan Officer Team Training, I guide you through the crucial steps of hiring a great Loan Partner.

Drawing from my extensive experience as an Originator and Loan Officer Coach, I'll share the key qualities to look for, effective interview techniques, and tips for creating an onboarding process that sets your new team member up for success. Whether you're hiring your first Loan Partner or looking to refine your hiring strategy, this episode offers valuable insights and practical advice to help you find and retain top talent, ensuring your team's success and growth.

Don’t miss the resource lists I mention, leave us a comment at LoanTeamTraining.com with your email address and we will send them to you.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

00:15 - Listen to Episode 57 If You Missed It

00:35 - Define the Job Description

01:50 - Know Exactly Who You’re Looking For

05:15 - Video Advertisement

05:50 - Hiring Resource List

06:20 - WiseHire

07:00 - The Interview Process

07:55 - Asking for Business

11:00 - Testing the Loan Partner

13:05 - The Filter Questions

14:50 - List of Hiring Questions to Ask

15:35 - Testing is a Necessity

16:25 - Finalists

17:15 - AppreciationAtWork.com

18:10 - The Five Languages of Appreciation in the Workplace by Gary Chapman

& Paul White

The Five Languages of Appreciation: https://a.co/d/aoN2awD

Consistency Creates Success with Glenn Geraci

Mon, 10 Jun 2024 04:00:00 -0600

In this episode, I sit down with Glenn Geraci to explore the powerful impact of consistency on achieving success in the mortgage industry, and beyond. Glenn shares his expert insights and personal experiences on how maintaining consistent habits, practices, and communication can drive your team toward excellence. We'll discuss actionable strategies to develop and sustain consistency in your daily operations, ensuring long-term growth and success. Tune in to discover how embracing consistency can transform your team's performance and elevate your business to new heights.

01:35 - Glenn’s Mindset Pre Coaching

03:25 - Overcoming Call Reluctance

04:35 - Call Stars

06:10 - It’s Not About You

08:15 - Thoughts Create Emotions, Emotions Create Actions

09:50 - Family Influences

12:00 - Glenn’s Growth

15:55 - It’s Step by Step

19:55 - Self-Talk

24:45 - The Speed Will Come When You Have the Consistency

25:10 - Glenn’s Why’s

28:45 - AI’s Impact

30:00 - Everyone Has Their Own Superpower

33:55 - WOW Training

35:15 - The Daily Success Plan

No One Expects Perfect, But We Can Strive for Awesome with Roberto Monaco

Mon, 03 Jun 2024 04:00:00 -0600

“In America you can do just about anything you want to do (for a career), so you should love what you do!”

Today's guest has had a profound impact on me and my family, and I’m excited to have him on the show. Roberto Monaco is an educator, coach, public speaker and a friend who’s got so much to share with each of you.

We open up with the event that brought us together and changed how love is at the center of everything Roberto does, and how Roberto overcomes his own limiting beliefs.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Find Roberto’s InfluenceOlogy: https://www.influenceology.com/

00:45 - The event that changed Irene’s life (and introduced her to Roberto)

01:55 - What is Influenceology?

05:33 - When did Roberto know that he wanted to teach people how to influence for good?

06:55 - Roberto sets a goal to work for Tony Robbins

10:00 - Why love is at the center of everything Roberto does

14:33 - Become a great leader, your goals have to be beyond your own pocketbook

16:50 - Love is the answer to every question

18:30 - Difference between being perfect & being awesome

20:29 - How Roberto overcomes limiting beliefs

23:45 - Roberto’s self-talk routine

25:30 - Best leaders are also students

26:00 - How has having a team made a difference

30:00 - Roberto’s thoughts on Loan Team Training

33:30 - You can’t communicate in the same way to different people

36:05 - If Roberto could do it over again, what would he do differently?

38:28 - What is Roberto excited to be working on right now?

40:40 - Words of encouragement for business owners

The Structure of a Good Loan Team with Kenny Duford

Mon, 27 May 2024 04:00:00 -0600

In this episode, I'm joined by my son, Kenny Duford, to delve into the essentials of building a successful loan team. We'll share insights on the key roles that make up an effective team, how to ensure seamless communication and collaboration, and the strategies we've implemented to foster a culture of excellence. Whether you're just starting to build your team or looking to refine your current structure, this episode is packed with practical tips and real-world examples to help you create a powerhouse team that delivers outstanding results.

00:40 - Structuring a Loan Team

03:45 - The Evolving Role of a Loan Partner

05:45 - Building Job Boundaries

07:05 - Building Trust with Your Team

08:30 - The Next Step in the Process

11:30 - The Processor

12:30 - The Benefit of a Full Team

19:10 - Treating Every Client with the Same Care

22:10 - You Can’t Hide Behind Emails

23:50 - The Cost of a Smaller Team

26:05 - The Investment of Buying Your Time

29:50 - Contact Irene or Kevin

30:30 - Client Conversion Training

To ask questions, email us irene@loanteamtraining.com or kenny@loanteamtraining.com

And see all of our classes here https://www.loanteamtraining.com

Behind the Scenes of NAMB with President Valerie Saunders

Mon, 22 Apr 2024 04:00:00 -0600

In this exciting episode, I have the pleasure of hosting the incredible Valerie Saunders for a chat. We delve into the inner workings of the National Association of Mortgage Brokers, Valerie gives us an insider's perspective, sharing her experiences and insights with warmth and candor. We discuss the mission of NAMB, its impact on the industry, and the opportunities it offers for professional growth. It was a truly enlightening conversation, and I'm confident that our listeners gained a great deal of knowledge about this important organization. Remember, it's all about learning, growing, and succeeding together!

Show Resources:

NAMB.org

Show Highlights:

00:30 - Focus 2024

01:50 - NAMB National 2024

03:30 - Barry Habib

04:45 - “Lists are Just Ways to Put Things Off”

05:45 - Having a Solid Team

06:30 - NAMB Legislative Agenda

10:15 - The Behind the Scenes Work is Getting Done

13:50 - How to Get Involved

17:20 - A Community Builders Committee

19:30 - NAMBPAC

22:25 - Who Can Join NAMB

25:50 - Strategic Sponsors

31:00 - Certification Opportunities

33:15 - Connect with Valerie

Beyond the Method with Michelle Berman

Mon, 15 Apr 2024 04:00:00 -0600

In this episode, we’ve got a fantastic episode for you! My guest is the amazing Michelle Berman, who's been doing wonders helping mortgage officers and real estate agents grow their brands using Instagram. We sit down and dive into Michelle's courses, where she shares her secret sauce on how to leverage the power of Instagram to its fullest. Michelle is a true guru in this field, and her insights are invaluable for anyone looking to give their business a boost. So, get ready to take notes and level up your Instagram game. Trust me, you won't want to miss this one!

Show Resources:

Michelle on Instagram - https://www.instagram.com/bermanmediasocial/

BermanMediaPD.com

Show Highlights:

00:30 - Meet Michelle Berman

04:00 - Beyond The Method™️

08:40 - Why Instagram

13:35 - Everyone with Success Has a Story

19:30 - Avoiding the Disconnect

22:00 - Good to Great by Jim Collins

26:00 - The Beyond The Method™️ Engagement Tracker

27:50 - Using Instagram to Grow Your Business

36:15 - Upcoming Webinars

38:45 - Connect with Michelle

No Excuses with Kevin Brierton

Mon, 08 Apr 2024 04:00:00 -0600

Welcome everyone to another exciting episode of Loan Officer Team Training! Today, we're thrilled to have the insightful Kevin Brierton with us. In this episode, Kevin shares his wealth of knowledge on overcoming obstacles in the loan industry. In the end, it’s about more than mortgage though, it’s all about personal growth. So grab your notepads, because there's no excuse for not being prepared to learn something new today! Let's dive in and empower ourselves with knowledge, together.

Show Resources:

Kevin Brierton-Neo Home Loans

https://kevinbrierton.com/

Kevin's Podcast: https://podcasts.apple.com/us/podcast/no-excuse-pro-podcast/id1715406548

Show Highlights:

01:00 - Meet Kevin Brierton

04:15 - Mindset Starts in the Morning Routine

08:00 - Morning Media

10:15 - Self Talk is for More than Just Yourself

16:40 - Ask Questions

18:25 - It’s Not Too Late for Intentionality

23:30 - Fear Isn’t Real

25:40 - No Excuse Pro Podcast

28:45 - 3 Keys to Ending Anxiety as a Mortgage Officer

33:00 - The Power of a Handwritten Note

37:50 - The No Excuse Pro Podcast Origin

43:30 - It’s About Personal Growth

44:30 - Helping Set Better Habits

Processing the Power of Data with Luke from Angel AI

Mon, 01 Apr 2024 04:00:00 -0600

In this episode of "Loan Officer Team Training," I have a super exciting chat with Luke from Angel AI. We dive deep into the incredible world of data and how it's transforming the mortgage industry and beyond. Luke shares the story behind Angel AI and how it is helping us serve our customers and clients better through the power of data. We also discuss what’s next for this exceptional tool for Real Estate agents and other businesses across industries. So, buckle up for this data-driven ride, because it's going to be a game-changer!

Show Resources:

https://angelai.com/

Show Highlights:

00:25 - About Luke

01:55 - What is Angel AI

02:30 - Who Angel AI is For?

06:25 - How Real Estate Agents are Using Angel AI

08:15 - How Smart is Angel AI

10:00 - How Old is Angel AI

11:40 - The Future of Angel AI

13:45 - Obstacles to Adopt a Service like Angel AI

16:45 - The Power of the Data

21:00 - AI is Nothing to Be Scared Of

24:25 - Do Not Be Left Behind

28:35 - Connect with Luke

30:50 - Loan Officer Team Training

Building the Plan and the Process with Robert Fillyaw

Mon, 25 Mar 2024 04:00:00 -0600

In our latest episode, I had a great chat with the amazing Robert Fillyaw. Robert generously gave us an inside look at how his own team operates, sharing the systems and processes they've built to consistently succeed at a high level, even as they continue to grow. If you're looking to create a robust plan and implement effective processes in your own team, this episode is a must-listen. Robert's insights are sure to inspire and guide you on your journey to success.

Show Resources:

TalkToTheTrainers.com

Connect with Robert

rfillyaw@hmamortgage.com

352-665-1302

Show Highlights:

00:45 - The Gamechanger for Robert Fillyaw’s Business

02:45 - Logistics Specialist Fillyaw

04:45 - Making a Map Forward

07:30 - Putting Dates On Your Plans

11:20 - Acts of Freedom

16:00 - Shared Loan Partners

20:00 - The Fillyaw Fantastic File Flow

22:25 - Taking Process Management Away from Loan Officers

24:25 - HMA Mortgage

27:30 - That’s What Success Is

29:00 - Having a Team that Frees You Up

30:35 - Surrounding Yourself with the Right People

How to Hire REALLY Great People with Tammy Schneider

Mon, 18 Mar 2024 04:00:00 -0600

In our latest episode, I had the pleasure of chatting with the incredible Tammy Schneider. Tammy brings a wealth of experience to the table, and she shared her insights on how you, as a Loan Officer, can go from making your first hire to building out a full team. We're talking about creating the exact business and legacy YOU want, not just following someone else's idea of success. Tammy's advice is all about making your dreams a reality, so tune in for a conversation that's sure to help you take your team to the next level.

Show Resources:

TalkToTheTrainers.com

The One Thing: https://a.co/d/7WwULWQ

The E-Myth Revisited: https://a.co/d/3kLtXG0

The Ideal Team Player: https://a.co/d/9TU2Hcv

Show Highlights:

00:50 - Who is Tammy Schneider

01:30 - First, Know What You Want

02:45 - Realize You Can’t Do It Alone

05:00 - This Is Your Own Journey

07:15 - Gary Keller’s “The One Thing”

08:20 - Michael Gerber’s “The E-Myth Revisited”

09:15 - What are You Really Good At, What Do You Love, What Do You Want to Accomplish

10:45 - You Can Have It, Eventually

11:50 - What Do I Take Off My Plate Immediately

13:20 - Everything is Hire-Outable

15:30 - Building a Legacy Takes Time

21:45 - Look for Role Models/Examples

22:25 - Who Are the Players I’ll Need to Accomplish This

23:35 - Building From Here to There

25:10 - Becoming a True Business Owner

26:25 - Be Honest with People Up Front

27:20 - Patrick Lencioni - The Ideal Team Player

27:40 - The DISC Profile

32:25 - Mapping it All Out

33:55 - How Can I Afford that First Hire

36:05 - Sharing Your Vision

Focus on the Facts, Not Your Feelings with Jen Conley

Mon, 11 Mar 2024 04:00:00 -0600

In this episode host Irene Duford engages in a riveting conversation with guest Jen Conley. The pair delve into the common pitfalls that Loan Officers encounter, particularly the tendency to make inappropriate comparisons and overlook core business fundamentals. Jen highlights the importance of grounding decisions in factual data rather than personal feelings, a strategy that can help Loan Officers sustain and even expand their business amidst challenging market conditions. This insightful discussion offers valuable advice for professionals looking to navigate the complexities of the loan industry.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Show Highlights:

01:00 - Helping Loan Officers Succeed

03:00 - Tracking Leads AND Conversions

05:00 - Defining a Braindump

06:15 - Reasons You’re NOT Meeting Your Goals

09:00 - They’re Not Thinking About You, But They Like to Be Thought Of

13:10 - Overcoming Contention

14:15 - You Don’t Need Them All

16:30 - People are People

19:45 - They’re Not Referrals, They’re Families

22:15 - Holding Them (And Yourself) Accountable

24:00 - Doing the Fundamentals

25:20 - Focus on the Facts, Not Your Feelings

29:30 - The Right Comparisons

32:30 - Don’t Let Yourself Forget What Worked

34:30 - It’s All About Implementation

Getting the Most Out of Your Loan Partner with Kenneth Duford

Mon, 26 Feb 2024 04:00:00 -0600

In the episode of Loan Officer Team Training, host Irene Duford, along with guest Kenneth Duford, delve into practical strategies for loan officers to optimize their teams and partnerships. The discussion focuses on the importance of consistency in business operations, with an emphasis on the application of checklists to ensure that things happen the same way every time!

The duo also underscore the significance of fostering strong relationships not only within the team but also with clients and real estate agents. This episode provides loan officers with actionable insights into enhancing their practices and maximizing their impact through others.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Motivation by Appreciation Inventory to know each team member's Language of Appreciation:

https://shop.appreciationatwork.com/products/the-mba-inventory-basic-2019

Show highlights:

00:25 - Introducing Kenneth and His Role

01:00 - You Have to Have Really Good Help

01:50 - The Loan Officer is Too Involved

05:00 - Building Team Culture

06:20 - Understanding The Loan Team’s Roles

08:30 - How Can We Be Better

09:45 - Mindset Matters

13:15 - Efficient Loan Processes

18:45 - Verifying Daily Priorities

20:30 - Checklists are Everything

22:00 - The Pilot’s Story

24:15 - Words Are Very Powerful

26:20 - Selling the Power of Your Loan Team

27:20 - Asking For Referrals

30:35 - Learning How to Make the Calls!

33:00 - The Power of Listening

34:25 - Motivation by Appreciation Inventory

36:00 - A Communication Course, with Processes

37:30 - We Call It WOW Training on Purpose

Selling the Problems You Solve with Ginger Bell

Mon, 19 Feb 2024 04:00:00 -0600

In this insightful episode of the Loan Officer Team Training Podcast, host Irene Duford is joined by special guest, Ginger Bell, an acclaimed entrepreneur and marketing expert. We delve into Ginger’s innovative theory of edu-marketing. Ginger shares her journey of building a successful company focused on helping business owners implement this unique marketing strategy. Listeners can look forward to gaining a deeper understanding of how to leverage edu-marketing to highlight the solutions their businesses offer as opposed to just their services, ultimately driving growth and customer engagement.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Show highlights:

00:20 - Welcome Ginger Bell

01:20 - Ginger’s Mortgage Origin

03:20 - EduMarketing

05:05 - How to Use AI

10:00 - Learning AI with Ginger

14:10 - Overcoming Privacy Concerns with AI

15:50 - Overcoming Scarcity Mentality

17:50 - Taking Action with Video Creation

22:30 - Selling the Problems You Solve, Not the Services You Sell

28:15 - Have a Plan…and Implement It Consistently

32:35 - Tightening the Right Budgets

35:15 - Loan Team Training

37:00 - Always Giving Value

38:45 - EduMarketing in the Mortgage Industry

41:30 - Working with Ginger

https://www.edumarketing.com

AI Prompt Handbook-Unlock the Secrets of Levering AI in your Marketing

by Ginger Bell, Chelsea Gardner and Toni Taylor Gozza: https://a.co/d/ghqS92j

Motivation For Marketing with Chelsea Gardner

Mon, 12 Feb 2024 04:00:00 -0600

In this episode, we dive into the world of marketing with special guest Chelsea Gardner. Join Irene and Chelsea as they explore Chelsea's successful marketing business and share valuable tips for business owners looking to expand their presence on social media. From effective strategies to engaging content, this episode is packed with actionable advice to help you grow your business online. Tune in to gain valuable insights and take your social media game to the next level.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Show highlights:

00:30 - It All Started in a Pet Shop

02:45 - Focusing Your Social Effort

04:10 - How Loan Officers Get Serious About Social

06:40 - How to Use AI in Your Voice

08:05 - The AI Prompt Handbook

08:25 - Time Blocking

12:55 - Fostering a Successful Mindset

14:30 - Journaling

16:50 - SelfTalkPlus.com

18:00 - Perseverance

20:00 - Working Through Fear

21:40 - Targeting Your Social Content

24:05 - Why Chelsea Gardner Marketing

26:00 - Encouragement for Business Owners

27:05 - Connect with Chelsea

Loan Officer Team Training Podcast Episode #14

"Thinking in the Language of Success" with Dr. Shad Helmstetter

https://podcasts.apple.com/us/podcast/loan-officer-team-training-with-irene-duford/id1649790320?i=1000599535376

Chelsea Gardner Marketing: https://chelseagardner.com

AI Prompt Handbook-Unlock the Secrets of Levering AI in your Marketing

by Ginger Bell, Chelsea Gardner and Toni Taylor Gozza: https://a.co/d/ghqS92j

Chelsea's Instagram: "@TheChelseaGardner" https://www.instagram.com/thechelseagardner/

2024: You Get to Choose with Alyson Rixner

Wed, 10 Jan 2024 04:00:00 -0600

In this episode of the Loan Officer Team Training podcast, host Irene Duford is joined by guest Alyson Rixner to dive into their goal setting for 2024. Together, they emphasize the power of choosing your focus and outlook for the new year. With their expertise in the industry, Irene and Alyson discuss practical strategies to set attainable goals and motivate listeners to make the most of the opportunities ahead. If you're looking for inspiration and guidance on setting your own goals, this episode is a must-listen.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Show highlights:

01:10 - The Energy of 2024

02:30 - The Space Between Podcast

06:15 - What Excites Alyson in 2024

09:45 - Alyson’s Personal Goals Process

10:55 - Challenging the Team for the New Year

11:30 - Looking Forward

14:00 - Finding Your Action Steps

18:45 - Celebrating Wins

21:40 - The Word of the Year - “Balance”

24:25 - Visualizing What You Want

26:55 - Reflecting in YOUR Way

30:50 - “I don’t want that time to impact how I feel about now”

32:25 - 2024 is Going to Be a Great Year

34:45 - It’s EVEN More Important to Connect With People

36:15 - WE Get to Choose

Leading More People with Passion with Devin Dubuc

Tue, 05 Dec 2023 04:00:00 -0600

“The Money Comes With The Job When You Do The Right Things”

In this episode of Loan Officer Team Training, hosted by Irene Duford with special guest Devin Dubuc, the focus is on "Leading More People with Passion." Devin shares his personal journey to mortgage team leadership, highlighting the importance of positivity and the positive impact your actions can and do have on others. The discussion revolves around how our everyday actions and habits can lead to significant results. Listeners gain insights into actionable strategies for effective leadership and learn how cultivating daily habits can pave the way for long-term success in the mortgage industry.

01:50 - Devin’s Mortgage Origin

04:30 - Moving into Leadership

06:30 - Maximizing Impact Through Leadership

08:50 - Learning Lessons Through Hardship

11:30 - Success is Not Just Possible, But Doable

13:30 - “People need to be well led right now!”

15:00 - Devin’s Video & Podcast Strategy

20:00 - The Positive Impact of Your Action On Others

25:45 - What’s Next for Devin & Team

27:10 - Connect with Devin

29:15 - “Do What it Takes”

Devin’s Concierge Team: (214)261-3355

TheDubucTeam.com

Instagram - https://www.instagram.com/thedubucteam/

Facebook - https://www.facebook.com/thedubucteam

YouTube - https://www.youtube.com/@thedubucteam

‘Tis the Season to Thank Your Clients

Fri, 24 Nov 2023 04:00:00 -0600

“We’re in business because of the people who give us business.”

Irene Duford brings a solo message to any business leader across industries about the opportunity before you in the next month. We’re all in a thankful sort of spirit this time of year, and we need to ensure that our clients and customers know just how much we appreciate their business and the relationship we’ve built with them.

Don’t miss this opportunity to share that thankful spirit and deepen your connection with everyone who continues to help build your business dreams into realities. Hear Irene’s call to action, and then start making your own list and checking it twice!

Get Loan Team Training for YOUR Team: loanteamtraining.com

Show highlights:

00:20 - Appreciation Month

01:10 - Calling ALL clients between the Holidays

02:05 - Thankful for the Opportunity to Help

04:00 - People NEED to Hear from You

Thinking in the Language of Success with Dr. Shad Helmstetter

Mon, 13 Nov 2023 04:00:00 -0600

“The brain believes the programs it has that are strongest, it doesn’t make any difference whether they’re true or not.”

I am passionate about successful self talk and every class I teach has it. Every person I coach learns about it because it is so impactful when we use the language of success.

This week I checked off a bucket list item. I had my long time mentor in Self Talk, Dr. Shad Helmstetter, from the Self Talk Institute as a guest. His book, "What to Say When You Talk to Yourself." changed the trajectory of my life and the life of my family. I cannot wait to share him and his message with you.

It's great when you meet someone who is exactly who you thought they would be. Dr. Shad is one of the most affirming men I have ever had the honor to meet. The conversation off the mic after the recording made my year. No matter who you are, you need to hear that you have value and really matter. It couldn't have come at a better time for me.

It was a lesson once again in going for what you want and believing it can happen. Don't hold back. Go for it! Good things will happen.

If you’ve enjoyed this episode please leave us a 5 star review, share it with everyone you know and colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more. This episode is for anyone who wants to improve their self talk.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Show highlights:

00:40 - How Irene manifested this interview

02:00 - What is self talk

07:55 - Lessons from the Nursery - No one is born to fail

09:50 - The Success/Failure Imagination Experiment

13:30 - Irene’s Father’s story

15:00 - Parenting with self-talk

19:00 - The evolution of self-talk

20:20 - Thinking in the Language of Success

24:05 - Secondhand Self-talk

27:30 - Self-Talk is backed by SCIENCE

31:50 - “How will I know it’s working”

34:30 - Starting with Self-Talk+

41:10 - The First Class example

42:00 - What’s next for Dr. Shad

45:00 - Weight loss self-talk

49:00 - “What to Say When You Talk To Yourself”

50:55 - “Self talk has made THE difference in my life”

53:55 - Check the links for Dr. Shad’s work

Where to get self talk:

selftalkplus.com

Books by Dr. Shad Helmstetter

What To Say When You Talk to Yourself

Predictive Parenting-What To Say When You Talk to Your Kids

Who Are you really and What Do You Want?

The Power of Neuroplasticity

Negative Self Talk and How to Change it

The Self Talk Solution

Adapt and Overcome with Valerie Saunders

Wed, 25 Oct 2023 04:00:00 -0600

In this episode, I'm joined by Valerie Saunders, President of NAMB (National Association of Mortgage Brokers). Valerie is a dynamic individual and a self-described "overachieving volunteer". We discuss her own career journey, as well as the many things NAMB offers its members and the industry at large.

If you want to attend NAMB Focus 2024 this January, remember to use promo code FOCUS24 for free registration to the event in Kissimmee, FL. https://namb.org/focus/

Contact Valerie: president@namb.org

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Show Highlights:

01:30 - What is NAMB

05:55 - “A Volunteering Overachiever”

13:30 - Overcoming fear of public speaking

15:20 - “People need somebody to ask questions to”

20:00 - The need for team training

27:00 - There are SO many aspects to the mortgage industry

30:20 - How Valerie helps ensure a good mindset

34:15 - Valerie’s morning routine

36:25 - NAMB Focus 2024

41:15 - “Adapt and overcome! It’s going to be better.”

46:20 - NAMB.org (use FOCUS24 promo code)

They’re Not Just PAST Clients with Irene Duford

Tue, 17 Oct 2023 04:00:00 -0600

In this solo episode, we discuss contacting your past clients to ensure they’re not JUST past clients, but current and future clients as well as endless sources of referrals.

We start discussing the quarterly method and the best ways to frame the conversation. We also discuss the necessity of ASKING for the referral, remember the client is always on your mind but you are not always on their mind.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Show Highlights:

00:25 - Calling past clients

01:45 - Appreciation Conversations

02:35 - You’re thinking about THEM

03:50 - Ask for Referral

07:40- There’s ALWAYS a reason to call

08:15 - They’re not JUST past clients

09:05 - Share the show with colleagues or friends who would benefit

Feel the Fear and Do it Anyway

Tue, 03 Oct 2023 04:00:00 -0600

“Great Salespeople know that they’re blessing people.”

Irene Duford is the guest this week as we share a previously recorded conversation with the hosts of Loan Officer Success, Mike Cardascia and Erica Homefield. We do a deep dive into what coaching looks like for me. We discuss how I coach on things like: the one thing you need to tweak to get more business, how to effectively better your mindset, and how I help my clients build a team. Tune in to hear why coaching might be just what you need to take the next step towards your business’ success.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Show Highlights:

00:15 - “What we say to ourselves, really matters!”

02:00 - How Irene helps people get the results they’re looking for

05:00 - The Queen of self talk

05:45 - What’s holding YOU back

07:45 - Building new habits with systems and processes

11:00 - Our biggest obstacle, fear

13:10 - Hiring the RIGHT people

14:00 - WOW Team Training

15:35 - Client Conversion Training

15:55 - LoanTeamTraining.com

16:40 - Where do you START training new hires

19:30 - “Great salespeople knows they’re blessing people.”

20:30 - “Be committed, and just do it.”

Overcoming Fear with Jen Conley

Wed, 20 Sep 2023 04:00:00 -0600

“As I change, people don’t always like my change. But I gotta be okay with that because I want to be better!”

Today's guest is a firecracker and I’m excited to have her back on the show. Jen Conley and I met more than a decade ago, and have grown in the business alongside each other. Jen had me on her podcast just as we were launching this one, and I wanted to share that discussion with you today. Jen and I share our own insights and experiences in overcoming fear in our business and personal lives.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Show Highlights:

03:30 - The origin of the Freedom Club

12:00 - Why people get stuck in fear

17:40 - Our thoughts create our emotions, our emotions create our actions, our actions create our results

23:15 - Focus on what I can control

27:40 - You can change your mental state

31:20 - LoanTeamTraining.com

Living in This Season with Adriana Bates

Tue, 29 Aug 2023 04:00:00 -0600

“If something is important to me, it has to be important enough that I prioritize it on my calendar and make it happen.”

Adriana Bates is the owner and founder of Clear Mortgage. She’s also a loving wife, mother and a friend I’ve known and coached for years. I’m excited to share her story and insights with you in this episode.

We start talking about motivation, discuss the trials of having a young family and harmonizing them with your work life. We discuss a few inspirational books and podcasts, and then learn how to enjoy every season of our life. This is a great conversation with a dynamic leader, don’t miss it!

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Connect with Adriana and her team: https://www.clearkc.com/our-team/adriana-bates/

Show Resources:

Think Positive - Daily Affirmations

Discipline is Destiny

The E-Myth Revisited

Show Highlights:

01:30 - The secret to Adriana’s motivation

02:45 - Adriana’s family life

06:30 - “I’m the one that missed out!”

09:00 - Adriana’s journey to mortgage

10:45 - Think Positive: Daily Affirmations podcast

13:00 - The role fitness plays in mindset

16:00 - Lessons learned through hardship

19:15 - Discipline is Destiny by Ryan Holiday

21:30 - Giving our families our best

26:50 - “Fear comes from a lack of knowing”

35:00 - “Nobody has ARRIVED”

37:00 - The E-Myth Revisited

38:35 - Enjoying every season of life

42:40 - “Journeys are hard for me when I’m forcing myself to do something I really hate”

43:45 - Encouragement for those in today’s market

How to Handle Conflict in Today’s Market with Alyson Rixner

Tue, 22 Aug 2023 04:00:00 -0600

“If you go to surgery you certainly don’t want the doctor to be worried about the surgery!”

Alyson Rixner is the President of the Orlicki Group, and a good friend who’s got a lot to teach us about process and systems. I’m excited to share her story and insights with you in this episode.

We start talking about what your process IS, or should be, talk through how Alyson systematized her own business, and share the simple formula for more sales and better customer service, no matter what industry you are in.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Connect with Alyson and her team: https://orlickigroup.com/

Show Highlights:

01:15 - The emotions in the Housing Market today

03:30 - How does the Orlicki Group manage emotions

05:10 - Positive self-talk is emotional management

07:45 - the importance of emotional intelligence

10:55 - Delivering what you promise

14:00 - Managing “broken promises”

22:10 - The formula for managing conflict

24:50 - Compassion is key

27:00 - Human Relations for Business

28:25 - “A losing situation where everyone won in the end.”

32:55 - “We learn more from our mistakes than we do from our wins”

Revisiting The Power of a Loan Partner with Kenny Duford

Thu, 10 Aug 2023 04:00:00 -0600

“When you can do things you enjoy doing, you’re going to be happier!”

This episode features our first returning guest, Kenny Duford, a Loan Partner for Paul Dolan of the Dolan Mortgage Team. This time our conversation is focused on his career as a Loan Partner, and the impact that position can bring to YOUR business.

We start with the decision to MOVE to the position of Loan Partner, the different personalities that lead to different roles in a Loan Officer’s team and then discuss the steps you can take to hire the right partner and build a better team than ever before.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Show highlights:

01:00 - Kenny’s Mortgage Origin story

02:25 - Commission vs. Salary

05:25 - Compensation/Benefits package for Loan Partner

07:50 - How to trust a Loan Partner with your clients

11:15 - Learning to work with a new Loan Partner

14:25 - How a Loan Partner makes themselves indispensable

15:45 - The joy of being a Loan Partner

16:30 - Seeing the process AS a homebuyer

17:00 - The Power of Process

18:30 - What’s a habit for success that works for Kenny

19:45 - Lessons from Kenny’s team

22:00 - Appreciate your PEOPLE

24:30 - A book recommendation for loan teams

27:30 - 1 key to hiring the RIGHT Loan Partner

30:35 - Client Conversion Training

33:00 - The next Client Conversion Training session

Turning Rejection into Relationships with Hamilton Lao

Tue, 01 Aug 2023 04:00:00 -0600

Hamilton Lao is the Business Development Rep for Jing’s Mortgage Team, as well as a coaching client and friend of mine. I’m excited to share his story and insights with you in this episode.

We start talking about his teaching background, his transition to mortgage and how he learned to build reframe rejections as on-ramps for relationships.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Find The Secret Sauce Podcast: https://youtube.com/@SecretSaucewithHamiltonLao

Show Highlights:

01:30 - Hamilton’s mortgage origin

04:00 - Hamilton’s evolving role in his team

06:15 - Community Events as a launch pad

09:50 - Making the calls

11:45 - Secret Sauce Podcast

17:45 - Putting people in a place where they can help people

23:30 - The No-Laptop vacation

31:00 - Becoming a Broker

34:30 - Building a Milestone Mindset

39:30 - Receiving and Perceiving Rejection

45:30 - Would you change anything about your path

46:30 - Encouragement for Sales Pros

Having the Right Expectations for Your Team

Thu, 27 Jul 2023 04:00:00 -0600

In this solo episode, we discuss the key steps to getting your team aligned with your own expectations.

We start talking about our own process and the WOW Service Time expectations, the WOW Standards of Tracking the Loan Process and finish up talking about how revisiting these systems can benefit even a seasoned Loan Team.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Show Highlights:

00:25 - WOW Service Time Expectations

00:50 - Know what your task is, know what the time expectation is

04:45 - WOW Team Training

07:25 - WOW Standards of Tracking the Loan Process

09:40 - The System Works (if you work it)

13:00 - LoanTeamTraining.com

13:35 - Thank you’s and Feedback request

The Process Will Support You with Alyson Rixner

Thu, 13 Jul 2023 04:00:00 -0600

Alyson Rixner is the President of the Orlicki Group, and a good friend who’s got a lot to teach us about process and systems. I’m excited to share her story and insights with you in this episode.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Connect with Alyson and her team: https://orlickigroup.com/

Show Highlights:

01:50 - Your Process Needs to Support Your Business Model

04:55 - Start With Why by Simon Sinek

06:00 - The Process Reflects YOU!

09:35 - Create. Test. Iterate! Your Process is Organic

11:35 - How Do You Systematize

14:00 - “If it’s on your mind, your mind isn’t clear.”

18:00 - You Don’t Need a Process Guru

21:00 - Building the Process is the COMPANY’s Process, Not Yours

30:00 - Sometimes you have to let one client go, so you can serve three others.

33:45 - Here’s What I Have. Here’s How it Benefits You. Here’s What I Want You To Do Next.

40:55 - How Having a Process Led to More Revenue

44:00 - You don’t need experienced team members to build a process

45:45 - Buy into YOUR OWN process

Hiring the Right Team is Buying Ink to Print $100 Bills with Carl White

Thu, 29 Jun 2023 04:00:00 -0600

“When you hire the right people, and train them the right way, it’s like buying ink to print $100 bills.”

Carl White is the owner and founder of The Mortgage Marketing Animals and The Freedom Club, as well as a good friend and mentor of mine, who’s got a lot to teach us about process and people. I’m excited to share this discussion with you in this episode.

We start by talking about the creation of the Freedom Club, discuss my own training processes and programs as well as the power of positivity in your team and life.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Connect with Carl and his team: https://mortgagemarketinganimals.com/

Show Highlights:

03:10 - The creation of the Freedom Club

05:15 - Loan Team Training

10:15 - Hiring new team members

14:15 - Onboarding Checklist

25:40 - The Power of Positivity

28:00 - Irene’s Training plan

32:30 - Who can help me train my loan officers

Growth is What It’s All About with Alyson Rixner

Tue, 20 Jun 2023 04:00:00 -0600

“When you make a core change, you want that to impact your life in ALL ways.”

Alyson Rixner is the President of the Orlicki Group, and a good friend who’s got a lot to teach us about energy and mindset. I’m excited to share her story and insights with you in this episode.

We start by talking about how Alyson is part of a Florida-based business that she manages from Manhattan! We cover her own personal growth, keys to changing your mindset for the better and more.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Connect with Alyson and her team: https://orlickigroup.com/

Resources Mentioned:

selftalkplus.com
Alan Mind app - https://apps.apple.com/us/app/alan-mind-daily-journal/id1439590239
The Orlicki Group realtor mindset videos - https://www.youtube.com/playlist?list=PLp1CkTEfXrPpIuYi_YMoTlL-U96Ga77b2
5 minute journal app: https://apps.apple.com/us/app/5-minute-journal-self-care/id1062945251
Kwik Brain App: https://apps.apple.com/us/app/kwik-brain-universe/id1555309060

Show Highlights:

00:40 - How Alyson became part of a Florida-based business FROM Manhattan

02:40 - How Alyson met Irene

06:00 - “You can never grow in one area without growing as a whole

08:30 - Alyson’s Daily Mindset Practices

10:05 - The Magnitude of Gratitude

12:55 - Energy Work

16:25 - When we’re quiet is when we’re able to be clear

19:40 - How being intentional with her mindset has improved Alyson’s life

23:00 - The negative mindset that’s hurting the Mortgage Industry

26:15 - How to break out of a negative mindset

29:30 - The Power of Full Engagement

33:00 - Breaking old programming

39:15 - “I want to be as uncomfortable as possible”

42:25 - “Social Media is a snapshot of the BEST of everyone’s life”

50:00 - The truth about comparing yourself to others

55:00 - The continually changing nature of the market

57:15 - Self Talk

1:02:00 - Resources for a Good Mindset

1:03:45 - Alyson’s YouTube channel

1:05:45 - Encouragement for Business Owners

1:10:00 - Goodbyes & resources

“You Really Have to Care To Begin With” with Tom Pessemier

Tue, 13 Jun 2023 04:00:00 -0600

“The best money spent is the money you invest in yourself, I think that helps you be better for other people too!”

Tom Pessemier is a friend and an award winning Mortgage Officer residing in Richmond, VA, who’s got a lot to teach us about connections and relationships. I’m excited to share his story and insights with you in this episode.

We start by talking about how Tom discovered the Mortgage industry, discuss his own passion for helping veterans, and how to ask for referrals from not only realtors but any member of your community!

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Connect with Tom and his team: https://edgehomefinance.com

Show Highlights:

00:40 - How Tom found the Mortgage Industry

01:45 - How Tom builds relationships

03:20 - Tom, the Connector

06:00 - How to ask for referrals in your community

11:30 - When we ask, we’re really giving

13:30 - Tom’s morning routine

16:30 - The need for “small steps” - Atomic Habits

20:30 - Tom’s interest in Veterans

23:20 - One “secret” VA Tip

28:30 - Working Through Fear

32:50 - Getting a great loan partner BACK

37:30 - How Important is Training for your team

42:00 - Tom’s Veteran’s Day activities

45:40 - Words of Encouragement for Business Leaders

47:00 - Goodbyes

How “Because I Wanted To” Became Enough with Tyler Osby

Tue, 30 May 2023 04:00:00 -0600

”Nothing is as bad or as good as it seems.”

Tyler Osby is a friend and a dynamic Mortgage Officer who’s built a HUGE library of client reviews that buoy his online reputation and fuel his business. I’m excited to share his story and insights with you in this episode.

We start by talking about how Tyler discovered the Mortgage industry, discuss his own mindset shifts that have led to success and how to build an amazing reputation online that can fuel your own business.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Connect with Tyler and his team: http://applywithtyler.com/

Show Highlights:

00:30 - How Tyler found the Mortgage Business

05:00 - The difference training makes in launching a career

11:10 - The Power of a Positive attitude in the workplace

16:00 - How “Because I Want To” Became Enough

26:00 - Our Stumbling Blocks are Self-Created

30:00 - Self-Talk is CENTRAL to Good Training

35:45 - How Tyler Built and Maintains a Team

47:10 - Scott Galloway - “Nothing is as Bad or Good as it Seems”

55:00 - How Tyler Built a Library of Great Client Reviews

1:06:45 - Thank You and Reviews

"Same Way Every Time" SWET'ing the Details with Nikki Hampton - Replay

Tue, 23 May 2023 04:00:00 -0600

”It’s not just a job, take pride in your work!”

Nikki Hampton is a font of information and a firecracker of a person. She and I met when her Loan Officer, Shawn Ireland, sent her for training and we’ve been fast friends since.

We start with the importance and power of winning as a team, discuss the steps to keeping a positive mindset and the difference between training your staff and training your staff the RIGHT way.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Connect with Shawn Ireland and his team: https://www.linkedin.com/in/shawnireland/

04:40 - How Nikki and Irene met

07:28 - Nikki’s evolving role

09:20 - Winning as a team

13:45 - It’s not JUST a job, take pride in your work

20:03 - Nikki is “the ultimate firefighter”

24:52 - Knowledge is power

27:05 - One thing Nikki does to keep a positive mindset

31:05 - The importance of self-talk

35:30 - Our thoughts create our emotions, our emotions create our actions, our actions create our results

37:20 - What Loan Officers need to know about training their staff the RIGHT way

41:25 - The power of Loan Team Training

45:35 - Goodbyes

How to Bring on a New Loan Assistant

Tue, 16 May 2023 04:00:00 -0600

“Remember, NOW is the time to build systems and processes!”

In this episode, I talk through my own experience bringing on a new Loan Assistant, and how YOU can prepare yourself and your team now for a new addition, instead of waiting until you’re facing a necessary replacement.

Our discussion starts with our team’s loss, the holes we found were now empty and how we built and have maintained systems to help any new team member reach their potential.

00:30 - A Heartbreaking Loss

02:09 - What to do now?

03:30 - The solution? Training and Systems

05:45 - A Problem Solving Formula

06:55 - The Benefits of Cross-Training

08:10 - CAPTURE the training in audio or video

12:10 - Daily Team Huddle

12:45 - Don’t Wait to Build Systems & Processes

13:40 - LoanTeamTraining.com

Go to LoanTeamTraining.com to sign your team up for a class today!

Building Your Team Virtually with Richard Smith

Tue, 09 May 2023 04:00:00 -0600

“We don’t want to micromanage but we’ve got to inspect what we expect.”

Richard Smith is the Co-Founder of Remote Assistant Scout, a coach, author, speaker and Mortgage Advisor. He’s also a friend and fellow member of Mortgage Marketing Animals. I’m so excited to share his insight and experience with you in this episode.

Our discussion starts with Richard’s background in mortgage. We talk about the creation of Remote Assistant Scout and his own early adoption of Virtual Assistants, and the best way to build trust and efficiency with a remote team.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Highlights -

00:30 - How Richard’s mortgage career began

01:45 - Richard’s Team

04:10 - Richard’s early adoption of Virtual Assistant

07:15 - Richard’s advice for hiring your first VA

11:00 - Remote Assistant Scout, helps you find the perfect VA

14:45 - Building trust with your VA

17:15 - What is LastPass

19:00 - What Richard loves about coaching

20:00 - Richard’s Mortgage Team

23:00 - Overcoming Fear in the market

25:25 - The Importance of Mindset

27:20 - Richard’s routine for success

29:00 - RemoteAssistantScout.com

29:45 - QualifiedAgentList.com

31:25 - The power of Team Training

32:30 - An encouraging word for Loan Officers

Go to LoanTeamTraining.com to sign your team up for a class today!

How to Be Busy AND Efficient

Tue, 02 May 2023 04:00:00 -0600

“Processes create a predictable outcome.”

In this solo episode, I discuss the power of S.W.E.T. “Same way every time” to propel you and your team to the next level of success through delighting clients and customers every single time. We’re all busy, but are you being EFFICIENT?

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Highlights -

00:20 - S.W.E.T. - Same Way Every Time

01:00 - The Team Role Exercise

03:30 - How are you TRACKING your tasks and follow-up

04:45 - The details make the difference, for you AND your team

05:25 - Pilots utilize S.W.E.T.

08:20 - Delivering a WOW experience

“People don’t notice what you’re doing, they just notice the outcome.”

Go to LoanTeamTraining.com to sign your team up for a class today!

You Have a Purpose with Ginger Bell

Tue, 25 Apr 2023 04:00:00 -0600

“I call myself a translator, taking the difficult things we have (in the mortgage industry) and make it where it’s easily learned, understandable and it can be transferred to consumers to help them navigate the process.”

Ginger Bell is the CEO and Founder of EDUMarketing.com, a skillful educator and good friend. I’m so excited to share her insight and experience with you in this episode.

Our discussion starts with Ginger’s background and breadth of experience. We talk about her time with the Dale Carnegie organization, the power of relationships and how to grow those through podcasting, as well as Ginger’s foray into children’s books.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Highlights -

01:05 - Who is Ginger Bell

05:00 - How to Win Friends & Influence People

08:20 - You’re a Business Owner, The Business of YOU

15:00 - The Power of Relationships

22:10 - The Power of Podcasting

24:00 - How Purpose Helped Ginger Overcame Defeat

28:20 - Mortgage Influencers Podcast

30:00 - New Home Adventure

37:00 - The Importance of Training

39:00 - EDUMarketing.com

Resources:

How to Win Friends and Influence People

EDUMarketing.com

Go to LoanTeamTraining.com to sign your team up for a class today!

My Advice Makes a Difference with Dave Savage

Tue, 18 Apr 2023 04:00:00 -0600

“If we’re trusted, at scale, we’ll kill it! Lenders will kill it, Loan Officers will kill it, Realtors will be successful.”

Dave Savage has spent the last three decades in the Mortgage Industry and brings his passion for leveraging technology to this discussion! As the Chief Innovation Officer at Trust Engine and Co-founder of Mortgage Coach, Dave has been helping lenders, Loan Officers and their teams help their clients build wealth and financial freedom through real estate. He’s a friend and an asset to our industry and I’m so happy to have him on the show.

Our discussion starts with Dave’s origin in the mortgage business. We talk about how Mortgage Coach started, the recent birth of Trust Engine, and some things that Dave thinks can help every loan officer listening.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Highlights -

01:30 - How Dave started in Mortgage

04:30 - How did Mortgage Coach start

07:30 - The power of self-talk

12:00 - How does Total Cost Analysis work

16:15 - What is Trust Engine

23:15 - The Four Agreements

31:00 - What we DO with our gifts is what matters

34:00 - The Power of Team

40:45 - TrustEngine.com

41:45 - The Edelman Trust Barometer

43:30 - Encouragement for Loan Officers

46:00 - Review our show & share it with a colleague

Resources:

TrustEngine.com

The Four Agreements: A Practical Guide to Personal Freedom (A Toltec Wisdom Book) https://a.co/d/gfgDFop

Go to LoanTeamTraining.com to sign your team up for a class today!

Relationships are EVERYTHING with Rachel Tarman

Tue, 11 Apr 2023 04:00:00 -0600

“We’re only as good as the feelings we’ve left in other people.”

Rachel Tarman is closing loans and opening doors! Rachel is the Business Development Executive for VIP Mortgage in Scottsdale, Arizona and is a great friend. Rachel’s specialty is building and maintaining relationships and that’s the focus of our conversation in this episode.

Our discussion starts with Rachel’s origin in the mortgage business. We talk about how Rachel stays recharged in such a people-first business, and we discuss Rachel’s own podcast, The Real Tea with Rachel.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Highlights -

00:35 - Rachel’s origin in the mortgage business

02:00 - What’s a day like for Rachel

03:15 - The Power of Relationships

04:30 - Rachel’s favorite part of the business

06:55 - One daily habit or routine for success

11:30 - How does Rachel stay recharged

18:40 - The myth of being “naturally positive”

19:50 - Rachel’s Business Development Course

23:20 - How to get in touch with Rachel if interested in Business Development - TrainMyBDR.com

23:55 - Overcoming Fear

30:15 - The ROI on training your team

31:40 - Rachel’s book suggestions

36:15 - The Real Tea with Rachel

41:55 - A word of encouragement

44:00 - Review the show & share it with a colleague who would benefit

44:45 - LoanTeamTraining.com

Books Rachel mentioned:

Never Eat Alone - https://a.co/d/6juhJLp

The Last Lecture - https://a.co/d/7SBIBor

Go to LoanTeamTraining.com to sign your team up for a class today!

We are ALL Content Creators with Joel Sharpton

Wed, 05 Apr 2023 04:00:00 -0600

“If you own a business. You have to talk about your business.”

Joel Sharpton was referred to me as THE expert to help me launch my podcast and I’ve found that to be perfectly true. Joel joins me in this episode to discuss my own podcast launch and experiences, as well as how ANY business owner and especially Mortgage Officers should recognize themselves as content creators in today’s market.

Our discussion starts with Joel’s background and love for the podcast medium, we talk about specific ideas for any Loan Officer or team to launch their own show, and we end up talking about roads not travelled in each of our careers.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Highlights -

02:00 - What’s so great about producing podcasts

05:30 - Finding a Struggle You LOVE

08:05 - Lessons Learned from Failure

13:45 - Podcasting will make you a Connector

16:00 - “I am a content creator.” Yes, YOU too

19:00 - Ideas for a Loan Officer to create a podcast

30:00 - What makes podcasting different from video marketing

33:50 - Getting feedback on your content

38:55 - The Power of Repurposing

40:50 - What would Irene do differently

45:15 - What would Joel do differently

49:25 - Working with Joel to launch Irene’s show

52:00- How to read from teleprompter or script more naturally

56:30 - Give us a review if you’ve enjoyed this podcast!

Go to LoanTeamTraining.com to sign your team up for a class today!

Discovering You ARE Good Enough with RJ Baxter

Tue, 28 Mar 2023 04:00:00 -0600

”I remember seeing a significant increase in the first 90 days.”

RJ Baxter has been a friend for more than a decade and for much of that time, I’ve been his coach as well. Watching his family grow, while he has grown personally and professionally has been a highlight for me, and I’m excited to have him on the show to share his story.

Our discussion starts with his experience as one of the Freedom Club’s “Beta Testers”. We cover the goals he had at the start of his coaching & the changes he’s made because of it. Finally, we discuss the thing RJ would do differently if he was starting over today.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Highlights -

01:35 - RJ’s experience as a Freedom Club “Beta Test” member

02:50 - “I remember seeing a significant increase in business in just the first 90 days”

04:50 - What were RJ’s early goals when he started coaching

06:40 - RJ’s Podcast - Real Estate Agent Superstars

07:25 - RJ’s Team

09:25 - Defining the ROLE

13:00 - The impact of WOW Team Training for RJ’s Loan partner

17:00 - Client Conversion Training Virtual Event

19:45 - Self-Talk

22:15 - SelfTalkPlus.com

23:45 - What would RJ do differently

27:30 - Share the show with colleagues

Go to LoanTeamTraining.com to sign your team up for a class today!

Learning From a Master with Carl White

Tue, 21 Mar 2023 04:00:00 -0600

“You think having an assistant is expensive, but NOT having one is what’s costing you!”

Carl White HAD to be my first guest on The Loan Team Training podcast. He and I are GREAT friends and he’s been a wonderful mentor to me in my career, including the very importance of the team you build for yourself, and who you spend time with even when you’re off the clock. In this episode, I replay my very first interview with a little context of my introduction to Carl.

Our discussion starts with Loan Officers biggest mistake when they hire a team. Bringing in a new person & then leaving them alone! “Here’s your desk, here’s your stuff, get started.”

Along the way, we talk about surviving a down market by “putting more ore on the belt” and end with hard earned lessons and the bruises they sometimes leave.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Highlights -

00:55 - Introduction to Carl White

02:55 - The Power of One Decision

06:55 - Irene’s ONE SHOT

09:00 - IT WORKED!

12:15 - “Tell me a little about the podcast…”

13:51 - The biggest mistake LO’s make

14:50 - The mistake of waiting to hire

16:05 - Pressure Makes Diamonds

22:40 - How to know you have the right assistant?

25:50 - “They’re not rejecting me, they’re rejecting YOU!”

27:10 - We’re all not the same. Tasks, abilities & aptitudes all differ.

30:30 - “But I can’t afford an assistant!”

31:25 - In a down market, “Put more ore on the belt!”

33:20 - Get into your prospecting BUBBLE!

35:50 - “Don’t give someone a 75 mile head start in a 79 mile race.”

38:50 - Simplicity aids implementation

41:45 - “Humility is a learned skill, & it’s almost never through positive things!”

45:00 - Goodbyes

46:00 - Enjoyed this? Leave us a 5 star review and visit LoanTeamTraining.com

The Power of a Loan Partner with Kenny Duford

Tue, 14 Mar 2023 04:00:00 -0600

“When you can do things you enjoy doing, you’re going to be happier!”

Get Loan Team Training for YOUR Team: loanteamtraining.com

Show highlights:

01:00 - Kenny’s Mortgage Origin story

02:25 - Commission vs. Salary

05:25 - Compensation/Benefits package for Loan Partner

07:50 - How to trust a Loan Partner with your clients

11:15 - Learning to work with a new Loan Partner

14:25 - How a Loan Partner makes themselves indispensable

15:45 - The joy of being a Loan Partner

16:30 - Seeing the process AS a homebuyer

17:00 - The Power of Process

18:30 - What’s a habit for success that works for Kenny

19:45 - Lessons from Kenny’s team

22:00 - Appreciate your PEOPLE

24:30 - A book recommendation for loan teams

27:30 - 1 key to hiring the RIGHT Loan Partner

30:35 - Client Conversion Training

33:00 - The next Client Conversion Training session

Three Ways to Reduce Stress as a Loan Officer

Tue, 07 Mar 2023 04:00:00 -0600

Irene Duford gives you a private coaching session in this week’s episode, as we discuss the top three ways to limit your stress as a loan Officer.

From making time for your most important activities, utilizing your staff properly to training that staff, Irene has a plan of action for you and your team that can help even out those highs and lows.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Links mentioned:

LoanTeamTraining.com

TalktotheTrainers.com

Show highlights:

00:16 - Block Time for Building & Strengthening Relationships

02:14 - Don’t Do Everything Yourself

04:27 - Have Your Staff Attend Training Courses

05:00 - Recap

06:50 - Feedback

If You Don’t Prepare, You Can’t Climb the Mountain with David Holland

Tue, 28 Feb 2023 04:00:00 -0600

David Holland is a top loan officer, a friend and colleague who has a TON to share with you today from his own experience building Holland Mortgage. I cannot wait to share this episode with you.

We start with David’s origins in his grandparent’s basement, discuss David’s own team and how he put it together, and discuss the necessity of putting the right people in the right place for your business.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Links mentioned:

The Slight Edge: https://a.co/d/73wHil4

Call Reluctance: https://a.co/d/8nIry4y

Who Moved My Cheese: https://a.co/d/eGpfdKA

The 12 Week Year: https://a.co/d/1V8RZYL

Show highlights:

00:40 - David’s origin story

02:20 - What David loves most about the Mortgage Industry

02:50 - Holland Mortgage

04:40 - One Daily habit for success that David employs

06:10 - David’s milestone goal

08:00 - “The Slight Edge”

08:45 - David’s experience with the Freedom Club

11:00 - How David built his team

12:30 - The power of WOW Training

17:15 - How much responsibility do David’s Loan Partners handle?

18:00 - The beginning of the Freedom Club

19:45 - The fear of rejection

20:10 - “Call Reluctance” by Carl White and Kevin Gillespie

20:45 - “Who Moved My Cheese”

20:55 - “12 Week Year”

21:05 - The power of delegation

24:15 - The right person in the right position

30:00 - Culture Fit is almost as important as experience

35:00 - David’s next goal

37:50 - Words of Wisdom for today’s market

Working Harder on the Right Things with Youssef Abdelhalim

Tue, 21 Feb 2023 04:00:00 -0600

“You can’t implement EVERYTHING you’re learning!”

Youssef Abdelhalim is a great Loan Officer, a good man and someone I’ve had the good fortune to coach over the last few years. From 2019 to 2021 he more than doubled his business by training his team and most importantly, changing his own mindset and expectations.

We start with Youssef’s background and training, discuss the magic of overcoming limiting beliefs, and the importance of focusing on the RIGHT things, instead of just working harder in general to overcome obstacles and grow your business.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Show highlights:

01:00 - Youssef’s background

01:55 - Youssef’s training experience

03:15 - What Youssef loves most about the loan business

05:50 - Youssef joins the Freedom Club

07:10 - Overcoming limiting beliefs

08:52 - What the Freedom Club did for Youssef

10:35 - You can’t implement EVERYTHING you’re learning

13:30 - The importance of Youssef’s team

17:30 - How Do Loan Officers get in their teams way

19:05 - What Loan Teams are missing

22:45 - Working harder vs Working Hard on the Right Things

24:05 - Biggest benefit from this development Youssef has done

26:00 - The power of Loan Team Training

26:45 - Advice for Loan Officers in this shifting market

Thinking in the Language of Success with Dr. Shad Helmstetter

Tue, 14 Feb 2023 04:00:00 -0600

“The brain believes the programs it has that are strongest, it doesn’t make any difference whether they’re true or not.”

I am passionate about successful self talk and every class I teach has it. Every person I coach learns about it because it is so impactful when we use the language of success.

It was a lesson once again in going for what you want and believing it can happen. Don't hold back. Go for it! Good things will happen.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Show highlights:

00:40 - How Irene manifested this interview

02:00 - What is self talk

07:55 - Lessons from the Nursery - No one is born to fail

09:50 - The Success/Failure Imagination Experiment

13:30 - Irene’s Father’s story

15:00 - Parenting with self-talk

19:00 - The evolution of self-talk

20:20 - Thinking in the Language of Success

24:05 - Secondhand Self-talk

27:30 - Self-Talk is backed by SCIENCE

31:50 - “How will I know it’s working”

34:30 - Starting with Self-Talk+

41:10 - The First Class example

42:00 - What’s next for Dr. Shad

45:00 - Weight loss self-talk

49:00 - “What to Say When You Talk To Yourself”

50:55 - “Self talk has made THE difference in my life”

53:55 - Check the links for Dr. Shad’s work

Where to get self talk:

selftalkplus.com

Books by Dr. Shad Helmstetter

What To Say When You Talk to Yourself

Predictive Parenting-What To Say When You Talk to Your Kids

Who Are you really and What Do You Want?

The Power of Neuroplasticity

Negative Self Talk and How to Change it

The Self Talk Solution

The Loan Assistant Mortgage Training Bootcamp with Irene Duford

Tue, 07 Feb 2023 04:00:00 -0600

It’s a solo show this week, as Irene dives deep into the details of her Loan Assistant Mortgage Training Bootcamp. Learn how you and your team can benefit from proper training, systems and the confidence that comes from having that support and foundation.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Show highlights:

00:15 - Have you gotten FORMAL training?

00:45 - Irene’s training experience (or lack thereof)

02:15 - Irene got by with a little help from her friends

02:45 - Loan Assistant Mortgage Training Boot Camp

05:00 - The benefit to the Loan Officer of a well trained staff

09:45 - How to register your team for the Bootcamp, or any course from Loan Team Training - LoanTeamTraining.com

10:10 - Go out and make it happen today

11:30 - Share the show with friend or colleague who would benefit & review the show wherever you listen

The Reward is in the Consistency with Toni Taylor

Tue, 31 Jan 2023 04:00:00 -0600

“You can’t have anything stored in your head or on your desk it’s worthless there. It has to be in the systems.”

Toni Taylor is a Coach, an Originator, a Mom a wife and a great friend. Toni and her team at Interconnect Mortgage are killing it and she brings that organizational knowledge to us in this episode. She’s had a big impact on me and I’m so thankful to share her and her message with you all!

We start with Toni’s intro to the business, discuss the importance of systems and the power of preparing for emergencies at EVERY position.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Show highlights:

01:00 - Tori’s origin story

03:00 - Tori’s current team

04:45 - Same Way Every Time!

07:40 - Prepared for Emergencies

11:15 - Advice for Sloan Officers, looking to hire

17:45 - The necessity of training

23:40 - It’s never too late to train someone

25:10 - Situational Leadership

30:50 - a tip for loan officers

Sorting the Puzzle Pieces of Team Building with Tammy Schneider

Tue, 24 Jan 2023 04:00:00 -0600

‘Any part of the loan business is “hire-out-able”.’

Tammy Schneider is a coach and friend whose superpower is hiring, and she's here today to share her secrets with you! Tammy is the co-founder of Mortgage Marketing Animals and the Jelly to Carl White's Peanut Butter. She’s had a big impact on me and I’m so thankful to share her and her message with you all!

We start with the creation of Mortgage Marketing Animals, discuss The Freedom Club's system for hiring and the power of putting people in an area of their own genius.

“You’re not going to grow your business, unless you’ve got the help you need.”

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Discprofilelink.com

Show highlights:

00:25 - How Tammy & Irene met

01:30 - Tammy’s Mortgage Marketing Animals origin story

03:20 - The Freedom Club

05:38 - How Tammy hired and trained her early staff

07:40 - The power of Disc assessment

13:50 - The Freedom Club Hiring System

17:45 - Recognizing your “genius”, replacing everything else

21:50 - The Cost of Inaction

27:30 - Training your staff

32:30 - The team of Mortgage Marketing Animals

Unlocking Your Own Purpose with René Rodriguez

Tue, 17 Jan 2023 04:00:00 -0600

“How do you make change on a broad scale that doesn’t destroy people in the process?”

René Rodriguez is a speaker, coach and friend who teaches 1000’s of people every year how to bring their own story to life in the work that they do, and the messages they deliver. He’s also a podcast host and best selling author of “Amplify Your Influence” available everywhere now. He’s had a big impact on me and I’m so thankful to share him and his message with you all!

We start with habits for success, discuss the power of a team with the right dynamics and our obligation to share our gifts.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Find everything René and his team offer: MeetRene.com

Clearer, Closer, Better: How Successful People See the World: https://a.co/d/4dEsO07

Show highlights:

01:13 - What drives René Rodriguez? Having an impact on people

04:10 - Habits that René uses to make success not just possible but doable

05:40 - “It’s not about the content, it’s the application that matters”

07:15 - “We’re shaped in the difficult times.”

09:50 - The power of René’s team

13:45 - True team dynamics at work - intense real-time communication

15:30 - Steps to Rene’s success

17:12 - René’s routines

18:55 - Vacation pre-planning

20:05 - René says the most RELEVANT book is the one to read next

22:00 - AMPLIFII™ events and opportunities at MeetRene.com

23:30 - Unlocking your own purpose & obligation to share our gift

26:15 - René’s advice for Loan Officers or anyone who’s looking to grow

Better Processes Make Better Businesses with Steve Kyles

Tue, 10 Jan 2023 04:00:00 -0600

“Your support staff isn’t a liability they’re a profit center when trained the right way!”

Steve Kyles is a partner with Mortgage Marketing Animals, one of the top mortgage coaching programs in the country for Loan Officers as well as a top-producing branch manager at SMP. He is also the host and founder of the energetic and value-packed Loan Officer Leadership Podcast, one of the top podcasts for Loan Officers across the nation. He’s a friend and a fun podcast guest to boot!

We start with the power of systems, discuss putting the right people in the right place and ask WHO can you add to help grow to the next level.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Hear more from Steve: http://loanofficerleadership.com/

Show highlights:

00:45 - Loan Team Training according to Steve Kyles

01:55 - About Steve Kyles and Loan Officer Leadership podcast

03:50 - How Steve’s team uses systems to ensure it’s the Same Way Every Time

07:00 - Getting the RIGHT team in the RIGHT place

11:15 - Training isn’t the best use of Loan Officer’s time

12:27 - The little guy on your shoulder

14:19 - Learning the RIGHT way

15:30 - Steve’s advice for loan officers

16:45 - Who can you add to grow to the next level

18:25 - Callstars

"Same Way Every Time" SWET'ing the Details with Nikki Hampton

Tue, 03 Jan 2023 04:00:00 -0600

”It’s not just a job, take pride in your work!”

Nikki Hampton is a font of information and a firecracker of a person. She and I met when her Loan Officer, Shawn Ireland, sent her for training and we’ve been fast friends since.

We start with the importance and power of winning as a team, discuss the steps to keeping a positive mindset and the difference between training your staff and training your staff the RIGHT way.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Connect with Shawn Ireland and his team: https://www.linkedin.com/in/shawnireland/

00:40 - How Nikki and Irene met

03:28 - Nikki’s evolving role

05:20 - Winning as a team

09:45 - It’s not JUST a job, take pride in your work

16:03 - Nikki is “the ultimate firefighter”

20:52 - Knowledge is power

23:05 - One thing Nikki does to keep a positive mindset

27:05 - The importance of self-talk

31:30 - Our thoughts create our emotions, our emotions create our actions, our actions create our results

33:20 - What Loan Officers need to know about training their staff the RIGHT way

37:25 - The power of Loan Team Training

41:35 - Goodbyes

Stop Talking About Things, Let’s Do It with Frank Garay

Tue, 27 Dec 2022 04:00:00 -0600

“You can achieve amazing things in this business. If you have a plan, and help, you can do anything!”

Frank Garay has been a public voice in the mortgage and real estate space for almost 20 years, and his experience in the industry goes back even further. He’s also full of excitement and one of the best motivators around. He's got so much to share with each of you.

We open up talking about “Think Big, Work Small” where Irene first discovered Frank, discuss Frank’s journey into corporate life, and celebrate not having to reinvent the wheel when we can share ideas with top performers.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

LoanOfficerBreakfastClub

Shoot the Breeze with Frank Garay

00:32 - “Think Big, Work Small”

06:25 - Frank’s start as a Loan Officer

10:55 - Exploring Corporate America

16:20 - “You can do amazing things in this business, if you have a plan, and you have help”

18:00 - You do not have to figure everything out on your own!

25:40 - How Frank is intentional with his mindset

30:00 -Callstars

35:00 - Stop talking about, let’s do it!

Playing “All In” with Dr. Chris Christensen

Tue, 20 Dec 2022 04:00:00 -0600

“There’s no way you’re going to achieve much in life without sacrificing something.”

Today's guest is a successful dentist and business, a great husband and father and a wonderful son in law to me. Dr. Chris Christensen joins me to discuss his own journey into dentistry and how investing in himself and his team has changed his business for the better. He's got so much to share with each of you.

We open up with the story of why Chris chose dentistry, talk about how COVID was a reset for many businesses and how our thoughts create emotions, emotions create actions and actions create results.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Contact Dr. Chris Christensen

Comfort Dental Cottonwood

9401 Coors Blvd. NW

Albuquerque, NM 87114

505-890-2773

01:08 - Why Dentistry?

04:07 - What success habits did dental school give Chris?

08:05 - The shift for Chris & family

08:57 - The $2 Story

12:10 - Dr. Christensen’s new practice

14:20 - the influence of Chris father

15:40 - What would you change?

20:40 - Success comes down to knowing what you want & being clear about it

21:44 - Dentistry through COVID

24:30 - how did Chris train his staff & team?

28:00 - SWET - Same Way Every Time

29:05 - How does Chris invest in himself?

35:00 - If you’re not investing in yourself you’re going to stay right where you are

38:30 - The power of self talk

41:25 - Something that’s helping Chris as a businessman & family man

44:30 - Chris’ exposure to the Freedom Club

No One Expects Perfect, But We Can Strive for Awesome with Roberto Monaco

Tue, 13 Dec 2022 04:00:00 -0600

“In America you can do just about anything you want to do (for a career), so you should love what you do!”

We open up with the event that brought us together and changed how love is at the center of everything Roberto does, and how Roberto overcomes his own limiting beliefs.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

Find Roberto’s InfluenceOlogy: https://www.influenceology.com/

00:45 - The event that changed Irene’s life (and introduced her to Roberto)

01:55 - What is Influenceology?

05:33 - When did Roberto know that he wanted to teach people how to influence for good?

06:55 - Roberto sets a goal to work for Tony Robbins

10:00 - Why love is at the center of everything Roberto does

14:33 - become a great leader, your goals have to be beyond your own pocketbook

16:50 - Love is the answer to every question

18:30 - difference between being perfect & being awesome

20:29 - How Roberto overcomes limiting beliefs

23:45 - Roberto’s self-talk routine

25:30 - best leaders are also students

26:00 - How has having a team made a difference

30:00 - Roberto’s thoughts on Loan Team Training

33:30 - You can’t communicate in the same way to different people

36:05 - If Roberto could do it over again, what would he do differently?

38:28 - What is Roberto excited to be working on right now?

40:40 - Words of encouragement for business owners

Doing What Needs Done with Jen Conley

Tue, 06 Dec 2022 04:00:00 -0600

Sometimes, it just comes down to doing what needs done.

Today's guest is a firecracker and I’m excited to have her on the show. Jen Conley and I met more than a decade ago, and have grown in the business alongside each other. Jen Conley is a great loan officer, a fantastic coach and a resource of great insight for anyone trying to build consistent habits. She's got so much to share with each of you.

We open up with what COVID taught us, talk about the power of a team and fantastic customer service, and how anything is possible when you break it down into small actions!

Find Jen’s podcast at https://loanofficerunplugged.com/

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

00:50 - Who is Jen Conley?

02:00 - COVID taught us you don’t have to just work where you live

04:40 - How Jen & Irene met

08:07 - You just have to do what needs done

10:05 - “The chick-fil-a of the mortgage business”

13:04 - The hardest thing for Jen to do in the Freedom Club

15:00 - Irene’s promise to herself

18:22 - What’s the one thing about having a great team that makes a difference?

21:45 - How do you manage time BEFORE you build your team?

22:30 - Use an alarm system to create a habit

24:30 - Breaking big problems into little pieces

27:20 - What’s a habit that makes Jen successful?

31:00 - “Queen of the hard to do loans”

31:55 - a down market is when generational wealth is made

36:00 - Thank you & Goodbyes

Building Relationships with Mary Carroll

Tue, 29 Nov 2022 04:00:00 -0600

A real estate agent coaching loan officers on how to build relationships with real estate agents.

Today's guest has been a top producer for 27 years, has been a friend for years and I'm excited to talk with her. Mary Carroll is a great realtor, a fantastic coach and capable of impacting people directly and powerfully. She's got so much to share with each of you.

We open up with the story of how and why Mary entered coaching, talk about the power of a team and good leaders, and talk about some of our favorite books to boot!

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

00:22 - A little about Mary

01:40 - Irene’s gift of building an accepting community!

04:45 - When did Mary know she wanted to be a coach?

08:20 - Carl White as a leader

11:50 - Thoughts on the market

13:05 - How does Mary recharge?

16:35 - How has having a team made a difference?

19:55 - Time for Transparency

23:07 - Why Irene is passionate about support & education

25:00 - Loan Assistance Mortgage Training Boot Camp

29:50 - Client Conversion Training

31:35 - A book that’s had a big influence on Mary

33:30 - Irene’s favorite book

Building Patterns for Success with Kenny Duford

Tue, 22 Nov 2022 04:00:00 -0600

“Having a repeatable process, a checklist to use every time is one of the most important details we talk about“

My second guest has been a delight to me for years and I’m excited to share him with you all. Kenny Duford is my son and an excellent Loan Partner & Coach in our Traning company. He’s got a natural ability to explain complex concepts simply and I know it’ll come across here in this discussion.

We open up with the origin of Kenny’s entry to the business discussing mindset, training and the LoanTeamTraining.com courses in depth.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Get Loan Team Training for YOUR Team: loanteamtraining.com

00:39 - Kenny Duford’s Loan Officer Origin Story

01:25 - What Kenny LOVES about being a Loan Partner

03:35 - How do you maintain the right mindset?

04:45 - How important is team training?

06:50 - What are the biggest takeaways for support staff?

08:05 - What was Kenny’s training like?

10:45 - What is IN Loan Team Training?

13:20 - How staff can get referrals W/O feeling “salesy”

17:10 - Client Conversion Training

20:45 - Loan Assistant Mortgage Training Boot Camp - Mortgage 101

22:00 - LoanTeamTraining.com

22:30 - How is working with family?

25:45 - What are some of the steps Kenny took to bring success?

28:45 - What habit or routine makes a difference for Kenny?

31:12 - What’s Kenny excited about right NOW?

“You Are Who You Spend Time With” with Carl White, Mortgage Marketing Animals & The Freedom Club

Tue, 15 Nov 2022 04:00:00 -0600

“You think having an assistant is expensive, but NOT having one is what’s costing you!”

Our discussion starts with Loan Officers biggest mistake when they hire a team. Bringing in a new person & then leaving them alone! “Here’s your desk, here’s your stuff, get started.”

Along the way, we talk about surviving a down market by “putting more ore on the belt” and end with hard earned lessons and the bruises they sometimes leave.

If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.

Find more from Carl at: https://www.linkedin.com/in/marketinganimals/

Highlights -

01:25 - “Tell me a little about the podcast…”

02:59 - The biggest mistake LO’s make

04:00 - The mistake of waiting to hire

05:15 - Pressure Makes Diamonds

11:50 - How to know you have the right assistant?

15:00 - “They’re not rejecting me, they’re rejecting YOU!”

16:20 - We’re all not the same. Tasks, abilities & aptitudes all differ.

19:40 - “But I can’t afford an assistant!”

20:36 - In a down market, “Put more ore on the belt!”

22:30 - Get into your prospecting BUBBLE!

25:00 - “Don’t give someone a 75 mile head start in a 79 mile race.”

28:00 - Simplicity aids implementation

31:00 - “Humility is a learned skill, & it’s almost never through positive things!”

34:10 - Goodbyes

35:10 - Enjoyed this? Leave us a 5 star review and visit LoanTeamTraining.com

Introduction to Loan Officer Team Training with Irene Duford

Thu, 13 Oct 2022 04:00:00 -0600

Interviews with successful loan originators, team members, branch managers and others who have secrets to share to help us all nurture and develop a success mindset.

This is a show for Mortgage Industry pros looking to build a successful team, as well as anyone looking to be inspired toward action and success! Irene brings almost 4 decades of experience in the industry to you and your team through this weekly podcast. Subscribe today and share with colleagues who would find value!

Get Loan Team Training for YOUR Team: loanteamtraining.com