The Loan Officer Podcast

11 Steps to Success EVERY Loan Officer Needs to Embrace | Ep. 565

Aug 8, 2025
Discover the 11 essential steps every loan officer needs to thrive, from tracking daily habits to crafting a solid business plan. Get insights on networking effectively and the power of storytelling in the modern mortgage landscape. Expect humor and personal growth tips, alongside a unique look at Rum Springa and its significance. Coaches and events play a crucial role in building relationships, while social media strategies can elevate your presence in the industry.
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ADVICE

Track Your Day To Change Habits

  • Track your activity for 30 consecutive days in 30-minute increments to know your baseline.
  • Use that data to identify habits to create or eliminate before changing behavior.
ADVICE

Dominate The One-To-One Daily

  • Do your core job: talk to one person who needs and wants your product every day.
  • Schedule and attend at least one meeting daily with someone who can refer consistent business.
ADVICE

Use Proven Scripts

  • Learn and rehearse proven scripts for outbound calls and meetings before making calls.
  • Use scripts top producers use to increase your confidence and results.
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