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The Mortgage Calculator Mortgage Loan Officer Training Series covers an in depth training for new and experienced MLOs on different loan types. Our program features live demos to not only structure a loan, but also the specific setup of a loan file in an LOS system such as Encompass. Both new and experienced Loan Officers and Mortgage Brokers can learn new tips and tricks for loans, new loan products, non traditional mortgage programs and much more! For more info visit https://themortgagecal ...
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Interviews with successful loan originators, team members, branch managers and others with great ideas THAT WORK 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. Irene brings almost 3 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!
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Welcome to the Loan Officer Sales Training podcast with The Mortgage Calculator, where we equip you with the strategies and techniques needed to skyrocket your sales production in the competitive world of lending. Whether you're a seasoned loan officer or just starting your career, this podcast is your go-to resource for mastering the art of lead generation, effective calls, and follow-up strategies that drive results. Here's a glimpse of what you can expect: 1. Lead Generation Mastery: Disc ...
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In this episode of "Loan Officer Sales Training," we delve into a powerful concept that can revolutionize your approach to building and maintaining client relationships: the Flywheel Concept. Just as a flywheel gains momentum with each rotation, your business can gain momentum with each positive interaction and transaction. Join us as we explore ho…
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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…
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Welcome to "Loan Officer Training," your trusted resource for mastering the intricacies of mortgage lending. In this episode, we're tackling the calculation of non-QM (Non-Qualified Mortgage) self-employed income using Real Estate Investment (REI) rental income. Join us as we explore the specific methods and documentation required to accurately ass…
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Welcome to "Mastering Text Communication for Loan Officers," a pivotal addition to our Loan Officer Sales Training series. In today's digital age, text messaging has become a fundamental tool for loan officers to communicate with clients efficiently and effectively. This podcast is your guide to leveraging text communication to enhance client relat…
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Welcome to "How to Manage Clients' Expectations," a crucial installment in our Loan Officer Sales Training series. In the world of lending, understanding and effectively managing clients' expectations can make or break a deal. Join us as we dive deep into the strategies, techniques, and insights necessary to navigate this critical aspect of client …
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Welcome to "Loan Officer Training," your premier destination for mastering the intricacies of mortgage lending. In this episode, we're focusing on the method of calculating non-QM (Non-Qualified Mortgage) self-employed income through asset utilization. Join us as we delve into the specific techniques and documentation required to accurately assess …
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Unlock the power of reciprocation in your loan officer journey! In this episode of "Loan Officer Sales Training," we delve into the art of using reciprocation to build stronger relationships, win clients, and close deals effectively. Join us as we explore proven strategies, real-life examples, and actionable tips to leverage reciprocation in your s…
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In the fast-paced world of mortgage lending, maintaining motivation is key to success. Join us on Loan Officer Sales Training as we delve into the art of staying motivated as a loan officer. In this episode, we explore effective strategies and techniques to keep your spirits high and your productivity soaring. From setting meaningful goals to culti…
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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. Michel…
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In this episode of "Loan Officer Sales Training," we explore the dynamic landscape of the mortgage industry and the importance of embracing change. Hosted by Kyle Hiersche, this episode offers valuable insights and practical strategies for loan officers seeking to adapt and thrive in an ever-evolving market. Join us as we discuss the key drivers of…
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In this episode, we dive into the art of follow-up calls and unveil proven strategies for loan officers to maximize their effectiveness. Hosted by Kyle Hiersche, this engaging discussion explores the importance of follow-up calls in nurturing client relationships and driving loan conversions. Join us as we uncover the secrets to crafting compelling…
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Welcome to "Loan Officer Training," your ultimate resource for mastering the nuances of mortgage lending. In this episode, we tackle the intricacies of calculating non-QM (Non-Qualified Mortgage) self-employed income using bank statements. Join us as we delve into the specific methods and documentation required to accurately assess the income of se…
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In this episode, we delve into the art of building successful partnerships with realtors to enhance your advertising efforts as a loan officer. Hosted by Kyle Hiersche, this insightful discussion explores effective strategies for leveraging the expertise of real estate professionals to amplify your marketing campaigns. Join us as we uncover the ben…
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Welcome to "Loan Officer Training," where we delve into the intricacies of mortgage lending. In this episode, we tackle the essential topic of calculating income for self-employed borrowers, according to guidelines set by Fannie Mae and Freddie Mac. Join us as we explore the specific methods and documentation required to accurately assess the incom…
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Welcome to another enlightening episode of "Loan Episodes Sales Training"! In this installment, we're diving deep into the world of event utilization for loan officers. Hosted by Kyle Hiersche, this episode is your ultimate guide to leveraging events as a strategic tool to boost your lending business. Join us as we uncover the untapped potential of…
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Join us on "Loan Officer Sales Training" for an insightful episode on email marketing strategies tailored specifically for loan officers. Hosted by Kyle Hiersche, this episode dives deep into the world of email marketing and its effectiveness in the lending industry. Tune in as we explore proven strategies for building targeted email lists, craftin…
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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, …
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In this episode of "Loan Officer Sales Training," we explore the dynamic landscape of the mortgage industry and the importance of embracing change. Hosted by Kyle Hiersche, this episode offers valuable insights and practical strategies for loan officers seeking to adapt and thrive in an ever-evolving market. Join us as we discuss the key drivers of…
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Join us for an enlightening episode of "Loan Officer Sales Training" as we delve into the world of mortgage products. Hosted by Kyle Hiersche, this episode serves as a comprehensive guide to help loan officers and borrowers alike understand the various mortgage options available in today's market. Tune in as we break down the different types of mor…
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In this episode of "Loan Officer Sales Training," we tackle a common challenge faced by many professionals: the fear of making phone calls. Hosted by Kyle Hiersche, this episode provides practical strategies and techniques to help loan officers overcome call anxiety and excel in their sales efforts. Join us as we delve into the root causes of call …
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Welcome to "Loan Officer Training," where we delve into the essential skills and knowledge needed to excel in the lending industry. In this episode titled "How to Clear Corporation Document Conditions (Articles of Incorporation, Certificate of Good Standing)," we'll explore the crucial steps involved in ensuring that corporation documents meet the …
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In this episode, we delve into the essential topic of bringing value to the marketplace. Hosted by Kyle Hiersche, this episode explores actionable strategies for professionals seeking to stand out and thrive in today's competitive landscape. Join us as we discuss the importance of understanding market needs, identifying opportunities for innovation…
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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 dis…
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In this episode of "Loan Officers Sales Training," we're diving deep into the world of commercial lending with a focus on effective prospecting techniques. Whether you're a seasoned loan officer or new to the commercial lending arena, mastering the art of prospecting is essential for success. Join us as we explore a range of strategies designed to …
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Welcome to another enlightening episode of the "Loan Officer Training" podcast series. In this episode, we delve into the intricacies of structuring HELOC Combo Loans, offering invaluable insights for loan officers navigating the complexities of home equity lending. Join us as we explore the strategies and best practices for effectively structuring…
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Welcome to "Loan Officers Sales Training"! In this insightful episode, titled "How to Prospect For 2nd Mortgages," we delve into the strategies and tactics essential for identifying and engaging potential clients seeking second mortgage solutions. Join us as we explore a range of effective prospecting methods tailored to the unique needs and prefer…
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Welcome to the "Loan Officer Training" podcast series, your go-to resource for mastering the intricacies of the lending world. In this episode, we embark on a journey through the realm of Automated Valuation Models (AVMs), Collateral Data Aggregation (CDAs), Desktop Appraisals, and Alternative Valuations. Join us as we decode these essential tools …
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Welcome to "Loan Officers Sales Training"! In this enlightening episode, titled "How to Prospect For Reverse Mortgages," we explore the nuanced art of identifying and engaging potential clients for reverse mortgage products. Join us as we uncover a range of proven strategies designed to connect with seniors seeking financial solutions for their ret…
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Join us on "Loan Officers Sales Training" for an insightful episode titled "How to Prospect For Fix & Flips." In this session, we'll unlock the secrets to successful fix and flip prospecting strategies. Whether you're a seasoned loan officer or new to the game, understanding the intricacies of this niche market is essential for success. We'll delve…
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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 …
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Welcome back to "Loan Officer Sales Training," where we bring you real-world inspiration and insights to fuel your success in the lending industry. In this fourth installment of our "MLO Success Stories" series, we continue to showcase the journeys of top-performing Mortgage Loan Officers (MLOs) who have achieved remarkable success in their careers…
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Welcome back to "Loan Officer Sales Training," where we bring you the insights and expertise you need to thrive in the competitive world of lending. In this special episode, we're thrilled to host a distinguished guest: a seasoned loan officer with a wealth of experience and success in the industry. Join us as we sit down with our special guest to …
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Welcome back to "Loan Officer Sales Training," the podcast dedicated to empowering loan officers with the skills and knowledge to excel in their profession. In this episode, we delve into one of the most critical aspects of success in the lending industry: time management. Being a loan officer is demanding, with countless tasks, client meetings, an…
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Welcome to another insightful episode of the "Loan Officer Training" podcast series. In this episode, we delve into the intricacies of Optoutprescreen.com and Trigger Leads, essential components in the loan officer's toolkit. Join us as we uncover the significance of these tools in the lending landscape and how they can impact your strategies as a …
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Welcome to "Loan Officer Sales Training," where we equip loan officers with the tools and techniques needed to excel in their profession. In this episode series, titled "How to Get Loans From Your Sphere," we focus on one of the most valuable assets in a loan officer's toolkit: their sphere of influence. Hosted by seasoned industry professionals, e…
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Welcome to "Loan Officer Sales Training," your ultimate resource for loan officers seeking to excel in the world of lending. In this episode, "How to Get Mortgage Leads on Facebook," we explore the power of social media, specifically Facebook, as a lead generation tool for mortgage professionals. Join us as we dive into effective strategies and tac…
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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 followin…
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Welcome to another enlightening episode of "Loan Officer Sales Training." Today, we're tackling a topic that can significantly boost your business: utilizing open houses as a loan officer. Join us as we explore innovative strategies and proven techniques to leverage open houses as a powerful tool for generating leads and building connections within…
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In this exciting episode of "Loan Officer Sales Training," we're thrilled to welcome a special guest loan officer to the show. Join us as we sit down with a seasoned industry expert who brings a wealth of knowledge and experience to the table. Our guest shares invaluable insights, success stories, and practical strategies that have propelled their …
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Welcome to another insightful episode of "Loan Officer Training." In this edition, titled "How to Calculate W2 Wage Income for Loan Officers," we dive deep into the essential process of calculating W2 wage income for loan evaluations. Hosted by seasoned professionals in the mortgage industry, we explore the intricacies of assessing and verifying wa…
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Welcome to "Loan Officer Sales Training," where we equip mortgage professionals with the tools they need to excel in their careers. In this episode, we explore the vital topic of community engagement. As a loan officer, your success hinges on your ability to connect with and serve your local community effectively. Join us as we delve into actionabl…
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In this episode of "Loan Officer Training," we delve into the essential topic of calculating variable income crucial for loan evaluations. Hosted by Kyle Hiersche, we navigate through the intricacies of assessing sources like commission, overtime, bonus, and more. Join us as we uncover practical methodologies and expert insights tailored specifical…
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In this episode of Loan Officer Sales Training, we delve into the essential art of building strategic partnerships. Whether you're a seasoned professional or just starting, forming strategic alliances can be a game-changer in the mortgage industry. Join us as we explore the ins and outs of cultivating meaningful connections with real estate agents,…
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Welcome to "How to Get Mortgage Referrals," a crucial episode within the "Loan Officer Sales Training" podcast series. In this episode, we delve into the art and science of generating valuable mortgage referrals, a cornerstone of success for loan officers in the competitive world of lending. Hosted by industry experts and seasoned loan officers, th…
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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 person…
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Welcome to Loan Officer Sales Training! In this episode, we're tackling a crucial aspect of loan officer success: unapologetic prospecting. Prospecting is the cornerstone of building a thriving mortgage business, yet many loan officers struggle with hesitation or fear of rejection. It's time to break free from those barriers and embrace a mindset o…
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Welcome to Loan Officer Sales Training! In this special episode, we're thrilled to welcome a distinguished guest: Evan Alterman, sharing his insightful MLO stories. Join us as we delve into the experiences and wisdom of Evan, a seasoned mortgage loan officer. From memorable client interactions to navigating challenging scenarios, Evan will offer va…
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In this episode, we tackle the intricate process of maintaining compliance while disputing appraisal valuations. Join our panel of experts as they dissect the complexities of navigating appraisal disputes within the lending landscape. From dissecting regulatory guidelines to offering practical strategies for effective dispute resolution, this episo…
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Welcome to another enlightening episode of Loan Officer Sales Training! Today, we're diving into a crucial aspect of the lending business: building strong partnerships with realtors. Collaborating effectively with real estate agents can be a game-changer for loan officers, opening doors to new clients and opportunities. But navigating this relation…
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In this episode of "Loan Officer Training," we tackle the intricate process of maintaining compliance and effectively disputing appraisal valuations. Join our industry experts as they delve into the complexities of handling appraisal discrepancies in the lending process. From understanding regulatory requirements to implementing best practices for …
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