On this episode Daniel De La Torre joins Kellen and Sean to talk about his growth from doing 1 loan in 2015 to 115 in 2021. Daniel discusses the importance of proactive communication, the value of having a loan partner, and how coaching makes your growth easier. 2:20 Intro to Daniel5:05 Daniel’s ATMs9:45 Value of a loan partner14:30 Proactive communicationQuotes:“Communication is key, as we tend to play defense rather than offense.”“You have to start with a mindset change from doing it all yourself to be ok with having a loan partner help you.”“One piece of advice is to get an utilize your CRM.”Key Takeaways:Proactive communication allows your team to not get pulled away from the task at hand.Having a loan partner allows you to do more deals without having to sacrifice quality. Not being able to give up control will hold you back. Large or small, you need to always acknowledge messages you receive. Great book is The Ideal Team Player.Links:Next Level Loan Officers - www.BecomeNL.comLoan Officer Events - loanofficerevents.comNext Level Coaching Call - https://nl.nextlevello.com/schedule-consultationebk1Ea8h Social Media:Facebook - https://www.facebook.com/NextLevelLoanOfficers/YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQLinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/Text the word: nextlevel to 36260 to download our app

Next Level Loan Officers

Zero to 115 - How to scale and grow your business w/Daniel De La Torre

Patrick O&apos;Brien, CEO of LenderLogix joins Kellen to talk about the importance of keeping customers in your ecosystem. Patrick also discusses about how the right technology allows you to have balance in your business. 2:40 QuickQual Tool9:02 Buying back time12:05 Owning the ecosystem16:00 Multi-state prequalsQuotes:“QuickQual came from trying to make a better and easier experience for loan officers, agents, and consumers.”“If you commit to your partners that you are available 24x7, then you won’t be able to scale your business.”“You have the borrower now in your ecosystem and not other competitors.”Key Takeaways:QuickQual allows you more freedom and balance in your life. Technology should make you more effective and not replace what makes you a great LO. Being available 24x7 will end up hurting your business and not help it. Don’t allow your consumers to go to others and risk losing their attention, and possibly their business.Links:Next Level Loan Officers - www.BecomeNL.comLoan Officer Events - loanofficerevents.comNext Level Coaching Call - https://nl.nextlevello.com/schedule-consultationebk1Ea8h Social Media:Facebook - https://www.facebook.com/NextLevelLoanOfficers/YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQLinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/Text the word: nextlevel to 36260 to download our app

Increase Business by Keeping Customers in Your Ecosystem w/Patrick O'Brien

On this episode, KT and Kellen talk about creating a rock solid client experience that will generate more referral business. The guys also discuss their playbook on how they great stickiness with their agents and customers. 2:10 Creating a great client experience12:00 Weekly updates15:25 Banking equityQuotes:“Loan officers usually either have a traffic problem or an operational problem.”“We like to wait until 10 days after closing before giving a client appreciation gift.”“One of the biggest challenges for agents are lenders who don’t pick up their phone.”“When you leave your clients with a truly great experience, they will refer business if you stay in front of them.”Key Takeaways:A lot of loan officers like to hide from tough conversations, that is your opportunity. Create a process that allows you to use sticky points so that you can differentiate yourself.Ask for reviews when you are CTC’d as oppose to when the loan closes. Make sure you are staying in touch with your pre-approved borrowers with a weekly phone call. Every happy client is a potential sales rep for your business. Links:Next Level Loan Officers - www.BecomeNL.comLoan Officer Events - loanofficerevents.comNext Level Coaching Call - https://nl.nextlevello.com/schedule-consultationebk1Ea8h Social Media:Facebook - https://www.facebook.com/NextLevelLoanOfficers/YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQLinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/Text the word: nextlevel to 36260 to download our app

How You Can Create a Next Level Client Experience

On this final episode of 2021, Jason Frazier joins Kellen Vaughn to talk about the mindset of a mortgage difference maker. The guys also discuss the recent Next Level Mastermind in Dallas along with the ONE thing that Loan Officers should start doing today that will reap rewards tomorrow.  3:30 Consumer First Mindset 5:40 Be a difference maker 11:50 Building blueprints 16:50 Number one opportunity Quotes: “You can help everyone!” “It is time to break down the barriers of thinking that sales is different than marketing.” “The consumer journey is no longer linear.” “This work isn’t easy. If you’re in this business for legacy, it is going to be hard work.” “Once you understand where your expertise is and where you can help the most people, you triple down on that blueprint.” “The greatest opportunity for loan officers right now is Youtube.” Key Takeaways: A loan officer getting to the consumer first is beneficial for everyone, including the agent.  Build a strong referral network so you can help as many people as possible, even if you are helping them to go somewhere else.  Sales, marketing, being an advisor, and education is all the SAME. The more you understand about your ideal customer, the easier your marketing is and the better your conversions will be.  Don’t market to consumers that you don’t have expertise in helping. Stop doing content that consumers don’t care about.   Links: Next Level Loan Officers - www.BecomeNL.com Loan Officer Events - loanofficerevents.com Next Level Coaching Call - https://nl.nextlevello.com/schedule-consultationebk1Ea8h   Social Media: Facebook - https://www.facebook.com/NextLevelLoanOfficers/ YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQ LinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/  Text the word: nextlevel to 36260 to download our app 

Becoming a Mortgage Difference Maker w/Jason Frazier

 On this episode Shane, Sean, Kellen, and Kenneth discuss the things in your business that will take you from good to great. The coaches also discuss focusing on appreciation is always a good thing and how adaptability will be your superpower in 2022.  2:00 The mastermind 4:15 The one thing 8:30 Appreciation 11:00 Complexity hurts business 14:50 Refining your staff 16:00 You have to be able to adapt Quotes: “Too many people are spending 2020 money without focusing on what makes them successful.” “The key is to appreciate people all of the time.” “The enemy of great is good and the enemy of execution is complexity.” “You have to be adapting and preparing for change.” Key Takeaways: End-of-the-year masterminds are a great way to hit reset and get focused on the new year.  Make sure appreciation is at the top of the list for your business development strategy. Being a giver with your team can lead to people taking advantage of it which will affect your culture.  When running a team, you need to make sure you have the right people in the right job doing the right things at the right time. Links: Next Level Loan Officers - www.BecomeNL.com Loan Officer Events - loanofficerevents.com Next Level Coaching Call - https://nl.nextlevello.com/schedule-consultationebk1Ea8h  Social Media: Facebook - https://www.facebook.com/NextLevelLoanOfficers/ YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQ LinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/  Text the word: nextlevel to 36260 to download our app 

Good is the Enemy of Great

Veteran mortgage pro Jill Underwood joins Kellen Vaughn to discuss how she focuses on the value of her relationships as it relates to her business. Jill also discusses her process of working her database and how being personal creates loyalty with her clients.  2:05 Intro to Jill 6:25 Jill’s baseball card 10:30 Working your database 17:00 Talking to past clients Quotes: “I learned very early in this business, the value of relationships.” “The one thing every LO has to learn is how to take time off and walk away.” “35% of my business comes from my past clients and their referrals.” “When you show that you really care, your client will stay with you and not shop around.” “Our world needs more love and that is my skillset.”  Key Takeaways: You have to find time for yourself and be able to be away from your business.  You need to be consistent with reaching out to your database.  You absolutely should work your database, but your focus should be on your raving fans.  Showing that you care means going beyond their financial situation and being personal.   Links:  Next Level Loan Officers - www.BecomeNL.com Loan Officer Events - loanofficerevents.com Next Level Coaching Call - https://nl.nextlevello.com/schedule-consultationebk1Ea8h   Social Media: Facebook - https://www.facebook.com/NextLevelLoanOfficers/ YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQ LinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/  Text the word: nextlevel to 36260 to download our app  

Having a Database of Relationships, not Transactions w/Jill Underwood

On this episode Todd Reynolds Sean and Shane to talk about how investing during the good times in the industry will set up success during the tough times. Todd also talks about the importance of long-term relationships and being a good business partner. 1:30 Todd’s baseball card2:55 Advice for younger LOs5:25 Not sleeping on the relationships10:15 Making investments in your business14:00 Thrive and survive19:25 Being a business partnerQuotes:“It took me 8 or 9 years to get to the corp office and 2 years to get out of it.”“Last year proved that if you had the database systems in place, you didn’t lose touch of your relationships.”“The things you need when times are good ,are the same things that will get you through when times are tough.”“We made a decision to shift from being just another good mortgage company to being a great business partner.”Key Takeaways:On a top 5 list, relationships are numbers 1-5. Relationships are key. You will move around in your career and you don’t want to have to start over every 3 years. Don’t make the mistake of regretting not making investments in your business. When you take strategic control of your business, you won’t fall into the blame game. The tools that help you thrive in good markets, will help you survive in tough markets. Links:Next Level Loan Officers - www.BecomeNL.comLoan Officer Events - loanofficerevents.comNext Level Coaching Call - https://nl.nextlevello.com/schedule-consultationebk1Ea8h Social Media:Facebook - https://www.facebook.com/NextLevelLoanOfficers/YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQLinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/Text the word: nextlevel to 36260 to download our app

The Thrive and Survive Mindset w/Todd Reynolds

Mike Cuevas joins Shane Kidwell to talk about future-proofing your business by building a strong personal brand. Mike discusses where the opportunities are, why not marketing is a death sentence, and how leaning into who you are will attract business.   1:50 Is your brand a difference-maker? 4:25 Understanding your audience 6:50 Best practices for marketing 8:25 Personal brand building 14:45 Future-proofing your brand 18:30 Authenticity wins 22:00 Competing with the big box lenders 24:20 Marketing and advertising  Quotes:  “You have to ask yourself. What really makes someone hire you?” “Personal brand is the future of our business.” “Branding is all about communication, period.” “The best part about building your personal brand is that every single person has one.” “Your brand is who you are.” “Are you building a future-proof brand?”  Key Takeaways:  People hire you for how you do, not what you do.  If you don’t focus on a personal brand, you will be out of business.  You must educate your audience in the way and on the platforms that is best for them.  Branding is how you communicate and how your message is related to other people.  A great personal brand will organically attract the people you want to do business with.  Consistent communication to your audience over time is how you build a personal brand for your business.  Creating a great brand is about leaning into who you are.  Major lenders will never be able to create a personal brand, that is your opportunity.   Links:  Next Level Loan Officers - www.BecomeNL.com Loan Officer Events - loanofficerevents.com Next Level Coaching Call - https://nl.nextlevello.com/schedule-consultationebk1Ea8h   Social Media: Facebook - https://www.facebook.com/NextLevelLoanOfficers/ YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQ LinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/ Text the word: nextlevel to 36260 to download our app 

Future-proof: Decoding the Personal Brand w/Mike Cuevas

On this episode Sean, Shane, Kellen, and KT give you the blueprint to measuring referral partner success. The coaches discuss metrics, marketing, finding the right fit, and finding the true value of a relationship. 2:15 Referral partners metrics12:00 Knowing your audience18:20 Agent marketing22:05 Partnering with the right agent25:00 Middle tier agentsQuotes:“This year we need to work to get 2 years better.”“At the end of the day, I want to work with people who align with my business.”“Spend time with your ALL-IN relationships.”“Loan Officers over market to agents all the time, when less is more.”“Following agents on Social Media is a great way to find the ones you want to work with and what matters to them.”“The most important thing that Loan Officers can do is work with agents who will respect you.”Key Takeaways:You need to measure your referral partner metrics and rank them accordingly. Ask yourself what you want in a new referral partnership outside of just production. A low amount of good relationships are better than a high amount of bad relationships. Not every agent is a good fit!You don’t need to focus on the “A-List” agents to build a successful business relationship. Ask yourself what the value of the relationship allows you to do in your business or personal life. Appraisers and title reps are great sources to find the RIGHT agents.Links:Next Level Loan Officers - www.BecomeNL.comLoan Officer Events - loanofficerevents.comNext Level Coaching Call - https://nl.nextlevello.com/schedule-consultationebk1Ea8h Social Media:Facebook - https://www.facebook.com/NextLevelLoanOfficers/YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQLinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/Text the word: nextlevel to 36260 to download our app

Focus On Your ALL-IN Agent Relationships!

On this episode, Frazier joins Sean Zalmanoff to talk about being on a mission of relevancy for the mortgage industry. Frazier and Sean also discuss AIME&apos;s recent event, marketing strategies, being a tech-enhanced loan officer,  and the massive opportunities that loan officers have in front of them. 1:15 Intro to Frazier2:30 The mission of relevancy5:15 AIME and Fuse recap12:00 Power 9013:40 Marketing strategies21:00 Using tech wisely25:00 This is your timeQuotes:“We want this business to endure and not be taken over by the headset jockeys.”“Advisors in this industry understand that one size fits all does not exist in our industry.”“AIME is about leveling up the entire mortgage broker community.”“The opportunity lies with LOs who can bridge the gap efficiently between the offline and online COVID world.”“The more that you’re omnipresent, the better opportunity you have at conversion.”“This next decade is going to be won by the experts.”“Now is the best time ever to be in the mortgage industry because there is so much opportunity.”Key Takeaways:Technology needs to be a tool to enhance the modern LO, not replace them. The LOs need to have a focus on being relevant to the modern consumer or risk being forgotten. Mortgage events that don’t include everyday professionals will eventually fade into obscurity.2020 was a unicorn event and you cannot base your business strategy on how you did business. The consumer journey is not linear and you have to adjust your messaging to be where they are. Awareness is always your first marketing step. Links:Next Level Loan Officers - www.BecomeNL.comLoan Officer Events - loanofficerevents.comNext Level Coaching Call - https://nl.nextlevello.com/schedule-consultationebk1Ea8h Social Media:Facebook - https://www.facebook.com/NextLevelLoanOfficers/YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQLinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/Text the word: nextlevel to 36260 to download our app

A Mission of Relevancy and Opportunity w/Jason Frazier

Know your worth! On this episode, Shane, Sean, and Kellen talk about Power 90 and how it will shape your life and business for the better. The guys discuss why focusing on actions that matter, will allow you freedom, give you less stress, and allow you to take your origination to the next level. 2:00 Power 903:30 Prepare for the week7:40 Don’t cheat on your calendar10:05 Actions that matter17:05 Market share18:00 Working on your businessQuotes:“Most loan officers don’t prepare for their week, they fall into their week.”“If you don’t know what your worth per hour is, then you are probably underpaying yourself.”“You need to ask yourself what proactive activities have you done to move the needle forward in your business.”“In the mortgage world, the name of the game is market share.”“The Loan Officer with the most friends and creates the best relationships, makes the most money.”Key Takeaways:In Power 90 the goal is to have a strategic thought process in how you prepare for your week.If you don’t understand your worth you will not know what tasks you can delegate and offload. Being a proactive loan officer will always get you farther quicker, than being a reactive loan officer. As long as you have a solid team, it doesn’t matter who does your actions items.Checking in once a week as a “stress check” allows you to help with creating a great experience. If you are a one man band, your first hire shouldn’t be marketing it should be someone that gets you out of non-money-making activitiesLinks:Next Level Loan Officers - www.BecomeNL.comLoan Officer Events - loanofficerevents.comNext Level Coaching Call - https://nl.nextlevello.com/schedule-consultationebk1Ea8h Social Media:Facebook - https://www.facebook.com/NextLevelLoanOfficers/YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQLinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/Text the word: nextlevel to 36260 to download our app

Actions That Matter: The secret to becoming a top producer

On this episode Ashley Courville joins KT and Kellen to talk about the importance knowing who you want to be in the mortgage business. Ashely also talks about changing models, scaling her business for success, and creating the woman’s group inside of Next Level. 2:15 Intro to Ashley5:15 Team dynamics9:00 Scaling success14:55 Changing business models17:33 Not being all things to all people21:40 Women’s mortgage groupQuotes“My number one goal this year was to grow my business 30% while working 30 hours a week.”“Before I joined Next Level, I was an average  loan officer, working 60 hours a week.”“I get to live my life the way I want, because my team got real efficient with what we do."“Why would I want to chase a client that isn’t a fit for the way I do business.”“You have to have tough conversations with agents. Not everyone should own a house.”“Work-life balance is very different for women in mortgage than men.”TakeawaysIf you’re working too much, you need to invest in your business so you can work less. If you want to grow your business without killing yourself with your time, you need to invest in a team.Double down on communication and let your clients and partners tell you when it is too much. You need to be able to define who you want to work with and the clients you want to work for. You have to say no so that you can say yes to the right people. Go after business that fits your system. Know who you are and who you are not.If you are a woman with kids, your life looks very different on a daily basis compared to most men in this industry. Links:Next Level Loan Officers - www.BecomeNL.comLoan Officer Events - loanofficerevents.comNext Level Coaching Call - https://nl.nextlevello.com/schedule-consultationebk1Ea8h Social Media:Facebook - https://www.facebook.com/NextLevelLoanOfficers/YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQLinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/Text the word: nextlevel to 36260 to download our app

Know Who You Are and Who You Aren't w/Ashley Courville

On this episode Justin Kautz joins Kellen to talk about the Next Level Loan Officer Playbook. Justin talks about how the playbook allows him to manage his day, track leads, and make sure business opportunities do not go to waste. 2:45 Intro to Justin4:35 Using the Playbook7:00 Power of planning9:55 Lead tracking13:00 Managing sales activities19:10 Biggest change in your businessQuotes:“If you don’t plan to run the day, the day will run you.”“Most loan officers spend less than 15 minutes a week focusing on money making activities.”“We built this playbook specifically around the needs we hear from loan officers during our coaching.”“I make sure to keep track of my circle so I know who drives traffic and where my business is coming from.”“Every lead counts, so don’t let them fall through the cracks.”Key Takeaways:Using the planner helps you plan your day efficiently and be more productive. If you don’t have a clearly defined plan on how you are going to run your day, you can fall into the trap of being reactive. If you’re not tracking your leads efficiently, you are simply throwing time and money away. Keeping track of the channels that drive business allows you to level up to see maximum gains. You work hard to drive traffic and cultivate business. Don’t let your hard work go to waste or to other lenders because you weren’t managing your business effectively. Links:Next Level Loan Officers - www.BecomeNL.comLoan Officer Events - loanofficerevents.comNext Level Coaching Call - https://nl.nextlevello.com/schedule-consultationebk1Ea8h Social Media:Facebook - https://www.facebook.com/NextLevelLoanOfficers/YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQLinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/Text the word: nextlevel to 36260 to download our app

The Next Level Loan Officers Playbook w/Justin Kautz

On this episode, Ryan Riddle joins Sean Z to discuss how he started from nothing to doing over a 100million in production. Ryan also talks about how planting seeds early and often allowed him to recruit well and create solid referral relationships over time. 1:12 Intro to Ryan10:00 Growing production and recruiting13:40 Agent relationships17:20 Bringing value and coachingQuotes:“I didn’t want to be the average age of a Loan Officer at 55, doing my three loans a month to just bring home a paycheck.”“When you are recruiting you have to decide if you are just trying to fill a seat or bring value to that seat.”“I am nobody special. I barely made it through high school, I don’t have a degree, I wanted to create something special.”“This business isn’t worth it, to just scrape along.”Key Takeaways:We all have the same 24 hours in a day, it is what you do with it that matters. When you are just starting out, having an amazing work ethic can balance out your lack of knowledge. Growing your business takes time, so you should be planting seeds every day. Your potential for growth is maximized when you create layers to your business. Don’t be afraid to take risks. Links:Next Level Loan Officers - www.BecomeNL.comLoan Officer Events - loanofficerevents.comNext Level Coaching Call - https://nl.nextlevello.com/schedule-consultationebk1Ea8h Social Media:Facebook - https://www.facebook.com/NextLevelLoanOfficers/YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQLinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/Text the word: nextlevel to 36260 to download our app

The Long Game: Planting Seeds for Your Future w/Ryan Riddle

On this episode, Shane talks about the tools he uses to give him balance and increase his dollars per hour. Shane also invites Patrick O’Brien of LenderLogix to talk about how his suite of tools helps MLOs increase time and profit. 2:15 Intro to Patrick5:50 Quick Qual9:30 Getting more time14:30 Lenderlogix tools17:30 Final thoughtsQuotes:“Simplicity equals profitability.”“At the end of the day, time and profit are two of the most important things in our business.”“The people that will have longevity in this business, will have balance in their life.”“One of the goals of Next Level is to increase your dollar per hour.”Key Takeaways:Most mainstream mortgage technology is not great. The Quick Qual tool allows you to have more freedom in your life by empowering your borrowers to make changes. Don’t spend time on reactive tasks that don’t make you any real money. You need solid tools because the arm race for staff is not sustainable. You want to keep borrowers in your ecosystem by giving them any tools they could possibly need. Links:Next Level Loan Officers - www.BecomeNL.comLoan Officer Events - loanofficerevents.comNext Level Coaching Call - https://nl.nextlevello.com/schedule-consultationebk1Ea8h Social Media:Facebook - https://www.facebook.com/NextLevelLoanOfficers/YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQLinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/Text the word: nextlevel to 36260 to download our app

How to Make Your Business Run Like Clockwork

Next Level Loan Officers brings you in-depth conversations with the top mortgage team leaders, executives and branch managers in the country. We also feature mastermind sessions with influential coaches, consultants, experts and speakers. All so you can build the right team, systems and technology to scale your mortgage team to a hundred million without losing your YOU.

hubhopper

Next Level Loan Officers

hubhopper