126 Folgen
Loans On Demand Podcast Luke Shankula
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- Wirtschaft
From Facebook Ads to the latest/greatest CRM, I’m sharing everything a modern Loan Officer needs to thrive in the 21st century.
I share everything I learn about Mortgage marketing - ad platforms, automated follow up, referral strategies, sales/conversion tips, team building strategies, and building the mindset of a champion so that you too can defy the odds and win.
This show is for Loan Officers and mortgage brokers who understand that technology will either crush their business or transform it. We tell the stories of countless Loan Officers who have adapted and transformed their business models to dominate in this digital era.
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126: Cindy Ertman - Steps, Systems, and Killer Scripts to Make You a 7-Figure Producer for Decades
This week, we're joined by Cindy Ertman. Cindy is the CEO & Founder of The Defining Difference, a mortgage coaching and training company, from Manhattan Beach, California, and also the Mortgage and Strategy Coach at RMP Mortgage Manhattan Beach. Over her 30+ years in the mortgage industry, Cindy has been a top 100 originator in the US for over a decade and a top 100 mortgage executive for 5 years, personal yearly production of over $200 million, and run a $1.2 billion branch and a region for a national mortgage bank. Also a success coach, speaker, trainer, and best-selling author, Cindy has now dedicated her life to empowering the growth of others and her coaching company, The Defining Difference, empowers leaders and originators to make outcome driven choices that result in increased production, greater income and better quality of life.
Cindy is here to discuss:→ The pillars that have made her successful for over 30 years in the mortgage industry, including building systems and teams, adapting to market changes, and the importance of client and referral connection.→ Multiple successful scripts for finding business with clients and referral partners, asking clarifying questions, leveraging existing networks (CRM), and expanding your market. → The importance of putting words to your expertise, systemizing your differentiator and value propositions, and her 10 step communication plan that has won her business.
Cindy Ertman's Website: www.cindyertman.com
Cindy Ertman's Facebook: @CindyErtmanNow
Cindy Ertman's Instagram: @cindyertman
Cindy Ertman's LinkedIn: @CindyErtman
Cindy Ertman's YouTube: @CindyErtman
Learn more about the Direct to Consumer LO Accelerator here.
Loans On Demand Website: www.loansondemand.io
Loans On Demand YouTube: @LoansOnDemand
Loans On Demand Instagram: @loansondemand
Luke Shankula's Facebook: @LukeShankula
Luke Shankula's LinkedIn: @LukeShankula
Luke Shankula's Instagram: @lukeshankula -
125: Spencer Dusebout - Leveraging Data to Improve Client Retention and Close More Loans
This week, we're joined by Spencer Dusebout. Spencer is the CEO and Founder of Aidium from Boulder, Colorado, a mortgage CRM software with intelligent automation. A serial entrepreneur, Spencer is a sought after public speaker, who has given multiple TED talks as well as spoken at many regional conferences.
Spencer is here to discuss:→ Loan Officers and Brokerages having to embrace technology to stay competitive and offer a better client experience.→ The long-term value of a client and the importance of communication in creating connection.→ Leveraging data to improve client retention and make the most of the leads you already have.
Aidium Website: www.thinkaidium.com
Aidium LinkedIn: @Aidium
Aidium Facebook: @Aidium
Spencer Dusebout's LinkedIn: @SpencerDusebout
Learn more about the Direct to Consumer LO Accelerator here.
Loans On Demand Website: www.loansondemand.io
Loans On Demand YouTube: @LoansOnDemand
Loans On Demand Instagram: @loansondemand
Luke Shankula's Facebook: @LukeShankula
Luke Shankula's LinkedIn: @LukeShankula
Luke Shankula's Instagram: @lukeshankula -
124: Mike Hajjar - Diversifying Your Referral Partners and Sticking to the Fundamentals
This week, we're joined by Mike Hajjar, CMPS. Mike is a Mortgage Advisor and Branch Manager at Landmark Mortgage Planners DBA (a division of American Financial Network Inc.) from the Detroit Metropolitan Area in Michigan, who's been in the industry since 2005. Mike is a mortgage planning specialist that's built his business on integrity, transparency, and trust.
Mike is here to discuss:→ Transitioning from consumer direct to a more referral based business, and creating a successful hybrid mortgage business model.→ How you need to have both sales skills, ethical practices, and genuine interactions to have long term success and growth.→ Blending traditional sales approaches with digital/social media to stay current and deliver a faceted approach.
Mike Hajjar's Website: www.afncorp.com/web/mikehajjar
Mike Hajjar's Facebook: @MikeHajjar
Mike Hajjar's LinkedIn: @MikeHajjar
Mike Hajjar's Instagram: @mikehajjar_mortgage
Learn more about the Direct to Consumer LO Accelerator here.
Loans On Demand Website: www.loansondemand.io
Loans On Demand YouTube: @LoansOnDemand
Loans On Demand Instagram: @loansondemand
Luke Shankula's Facebook: @LukeShankula
Luke Shankula's LinkedIn: @LukeShankula
Luke Shankula's Instagram: @lukeshankula -
123: Michelle Berman-Mikel - How to Take Your Social Media From Being Consumed to Building Connection
This week, we're joined by Michelle Berman-Mikel. Michelle is CEO, Founder & Creator of Beyond the Method™ and Berman Media PD, Inc. from Phoenix, Arizona, which teaches Realtors and Loan Officers how to delve into the minds of ideal clients, leveraging crucial data to turn Instagram from a casual platform into a dynamic, lead-generating powerhouse. Michelle is also a national speaker and the host of the "Coffee and Questions" podcast, which explores the intersections of psychology, social media savvy, and business acumen.
Michelle is here to discuss:→ Tactics used in her Beyond the Method™ coaching to help Loan Officers build better connections on Instagram and other social media platforms and utilize leverage.→ The non-negotiables of content you should be posting (value and lifestyle), how connection is more important than volume, and personalizing communication.→ How to get hyper-local on Instagram, and the amount of touch points you need to be able to convert a lead.
Berman Media PD Website: www.michelle-berman.mykajabi.com
Michelle Berman-Mikel's Instagram: @bermanmediasocial
Michelle Berman-Mikel's LinkedIn: @MichelleBermanMikel
Michelle Berman-Mikel's YouTube: @michellebermanmikel
Coffee & Questions Podcast: @Coffee&QuestionsPodcast
Learn more about the Direct to Consumer LO Accelerator here.
Loans On Demand Website: www.loansondemand.io
Loans On Demand YouTube: @LoansOnDemand
Loans On Demand Instagram: @loansondemand
Luke Shankula's Facebook: @LukeShankula
Luke Shankula's LinkedIn: @LukeShankula
Luke Shankula's Instagram: @lukeshankula -
122: Ronda Hickey - Tips From a LO Unicorn That Funds 500 Loans a Year
Today, we're joined by Ronda Hickey. Ronda is a Senior Mortgage Banker at Flat Branch Home Loans from Newton County, Missouri, who's been in the mortgage industry since 2005. Ronda, an industry unicorn who is great at underwriting and also a master of sales, has a yearly personal production range between 450-500 loans, while also managing a team and raising 5 kids.
Ronda is here to discuss:→ How she manages her time in her business, keeps detailed notes on clients, and has boundaries for her personal life.→ Value adds you can give to Realtors, niching your referral ask, and where to find business and gain market share.→ How overwhelming your client with too much information can lose you deals, and why it's important to say "how", not "no".
Flat Branch Home Loans Website: www.fbhl.com
Ronda Hickey's Email: rhickey@fbhl.com
Ronda Hickey's Facebook: @RondaHickey
Ronda Hickey's LinkedIn: @RondaHickey
Learn more about the Direct to Consumer LO Accelerator here.
Loans On Demand Website: www.loansondemand.io
Loans On Demand YouTube: @LoansOnDemand
Loans On Demand Instagram: @loansondemand
Luke Shankula's Facebook: @LukeShankula
Luke Shankula's LinkedIn: @LukeShankula
Luke Shankula's Instagram: @lukeshankula -
121: Kahren Oxner - The Mindset You Need to Become a Successful Loan Officer
Today, we're joined by Kahren Oxner. Kahren is a Producing Branch Manager at UMortgage from Wilsonville, Oregon, and is also the Pacific Northwest Regional VP. After buying her first home at the age of 21, she has turned a double major of Finance and Marketing into a 23+ year mortgage career.
Kahren is here to discuss:→ Utilizing Level Up Sales Coaching for her LOs and emphasizing exposure to different coaching styles and strategies across different teams, and leaning into what you're best at.→ The curse of knowledge when teaching, acquiring new skills from underwriting to video and social media, and prioritizing action over perfection.→ Being authentic and embracing failure, tying your self-worth to success, building relationships and collaboration, and staying proactive in your business and being consistent.
Kahren Oxner's Website: www.kahrenoxner.com
Kahren Oxner's LinkedIn: @KahrenOxner
Kahren Oxner's Instagram: @kahreno
Learn more about the Direct to Consumer LO Accelerator here.
Loans On Demand Website: www.loansondemand.io
Loans On Demand YouTube: @LoansOnDemand
Loans On Demand Instagram: @loansondemand
Luke Shankula's Facebook: @LukeShankula
Luke Shankula's LinkedIn: @LukeShankula
Luke Shankula's Instagram: @lukeshankula
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