

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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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.
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.
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.