Loan Officer Mastermind, Win By Noon

Todd Bookspan

Join Todd Bookspan, Dave Savage, and Deborah Byrd every Friday at 9 AM PST for our weekly mastermind. For the past 10 years, we’ve been hosting conversations with industry leaders, authors, coaches, and sales experts to help you grow. This is your chance to learn and interact with the best of the best!

Episodes

  1. 2d ago ·  Video

    Creating Confidence in Competitive Markets

    In this episode of the Win by Noon Friday Mastermind, Todd Bookspan and the co-host team welcome Kristin Dail, a Dallas-based mortgage advisor with Rate, for a practical conversation on building confidence in a competitive market. Kristin shares how she helps buyers and real estate agents win through better preparation, stronger strategy, and clear communication. She explains why loan officers need to stop relying on rate as their main value proposition, how she trains agents to send buyers earlier in the process, and why getting clients comfortable with the numbers before they shop can prevent fear, hesitation, and contract fallout. Kristin also opens up about a difficult season in 2023 when she almost left the business, and how recommitting to the basics helped her rebuild momentum. She breaks down her weekly rhythm for realtor calls, pipeline review, pre-approval follow-up, past-client touches, and buffer time. You’ll also hear how Kristin uses events, Instagram broadcast channels, technology, AI, and community to grow while protecting her family time and staying focused on the relationships that matter most. If you are a loan officer, mortgage advisor, real estate agent, or mortgage leader looking for a more grounded way to grow in today’s market, this episode is full of practical ideas you can use right away.   Want to catch up on our next episode? Join the live Friday Mastermind: https://winbynoon.com/fridaymastermind/   Connect with Kristin: https://www.rate.com/loan-officers/kristin-dail-488313 Or Follow her on Instagram: https://www.instagram.com/kristin.dail Join Women’s Mortgage Mastermind Facebook Group: https://www.facebook.com/groups/1344529787549733   Follow Todd Bookspan, Dave Savage, and Deborah Byrd on Instagram! Todd Bookspan: https://www.instagram.com/toddbookspan/ Dave Savage: https://www.instagram.com/davesavagecode/ Deborah Byrd: https://www.instagram.com/deborahabyrd/ Check out the Loan Officer Mastermind by Win By Noon podcasts: Spotify Podcast: https://open.spotify.com/show/4WhL8jsD4znkEzC7NWTR6R YouTube Podcast: https://youtube.com/playlist?list=PLARnLPM7ghYnef2sQOMmRZVONk8ahsuip&si=6PUGjDsKh78Y_tXE   Powered by Win By Noon

    57 min

  2. 6d ago ·  Video

    2 Pivotal Habits that Make Competitors Irrelevant

    In this Win by Noon Friday Mastermind, Todd Bookspan is joined by performance coach Jonathan Roach and Dave Savage for a powerful conversation on mindset, energy, gratitude, and persistence in today’s mortgage market. Jonathan shares why every loan officer is their own “head coach,” how to build energy and enthusiasm before serving clients and referral partners, and why the effort-to-results gap is where many careers are either strengthened or stalled. This episode is a reminder to stop spectating on your potential, coach yourself like your best friend, stay consistent in your follow-up, and remember the resilience that has already carried you through hard seasons. Books mentioned in this episode: The Gap and The Gain: The High Achievers’ Guide to Happiness, Confidence, and Success by Dan Sullivan Learn more about Jonathan by visiting his LinkedIn and website: LinkedIn: https://www.linkedin.com/in/jonathan-roche-868a082 Check out Jonathan’s website: https://www.peaklockin.com/   Check out the Loan Officer Mastermind by Win By Noon podcasts: Spotify Podcast: https://open.spotify.com/show/4WhL8jsD4znkEzC7NWTR6R Apple Podcast: https://podcasts.apple.com/ph/podcast/win-by-noon-friday-loan-officer-mastermind/id1896277080 Follow Todd Bookspan, Dave Savage, and Deborah Byrd on Instagram! Todd Bookspan: https://www.instagram.com/toddbookspan/ Dave Savage: https://www.instagram.com/davesavagecode/ Deborad Byrd: https://www.instagram.com/deborahabyrd/   Join the live Friday Mastermind: https://winbynoon.com/fridaymastermind/

    52 min

  3. May 26 ·  Video

    Moneyball Mortgage: Better Questions, Better Conversion, and Better Advice with Justin Padron

    Justin Padron joins Todd Bookspan, Deborah Byrd, and Dave Savage on the Win by Noon Loan Officer Mastermind to share what is working right now for mortgage professionals who want to grow in a challenging market. Justin breaks down his “Moneyball Mortgage” approach to advising buyers, including how he uses seller concessions, buydown strategies, purchase price comparisons, and live mortgage presentations to help clients see the full financial picture. The conversation also covers lead conversion, rate shoppers, Realtor partner follow-up, listing agent outreach, team structure, delegation, morning routines, and how to reinvent your mortgage business by improving the opportunities already in front of you. This episode is a practical listen for loan officers who want to stop competing only on rate and start becoming the trusted advisor buyers and agents remember. Join the live Friday Mastermind: https://winbynoon.com/fridaymastermind/   Follow Todd Bookspan, Dave Savage, and Deborah Byrd on Instagram! Todd Bookspan: https://www.instagram.com/toddbookspan/ Dave Savage: https://www.instagram.com/davesavagecode/ Deborad Byrd: https://www.instagram.com/deborahabyrd/     Check out the Loan Officer Mastermind by Win By Noon podcasts: Spotify Podcast: https://open.spotify.com/show/4WhL8jsD4znkEzC7NWTR6R   Apple Podcast: https://podcasts.apple.com/ph/podcast/win-by-noon-friday-loan-officer-mastermind/id1896277080

    55 min

  4. May 15 ·  Video

    The 5 Truths of Getting to the Next Level with Kevin Kauffman

    Kevin Kauffman joins Todd Bookspan, Dave Savage, and Deborah Byrd for a powerful conversation on what it really takes for loan officers and real estate professionals to grow. Kevin shares his five truths of getting to the next level, including why most sales professionals do not have a lead problem, why your database is your business, and why your calendar is the most honest version of your business plan. The conversation also explores relationship building, masterminds, personal invitations, curiosity in the age of AI, discipline, database conversion, and how to add value to referral partners without making every interaction transactional. This episode is especially valuable for mortgage professionals who want to build stronger Realtor relationships, create more meaningful database conversations, and stop chasing easy when deeper work is what creates long-term growth.

    1h 4m
  5. Make the Impossible, Possible with Sean Herrero

    May 8 ·  Video

    Make the Impossible, Possible with Sean Herrero

    In this episode of the Win by Noon Friday Mastermind, Sean Herrero joins Todd Bookspan, Dave Savage, and Deborah Byrd for a powerful conversation on mindset, decisive action, and building a mortgage business through service, courage, and one-to-many communication. Sean shares how the phrase “I wonder if…” has shaped his growth, why loan officers need to stop waiting until they feel ready, and how uncomfortable goals can create the pressure needed to perform. The group also discusses open house strategy, market update videos, agent webinars, personal accountability, and what it really means to be a mortgage advisor instead of an order taker. This episode is a challenge for every mortgage professional who knows what to do but has been waiting to take action.

    1h 1m

  6. May 5 ·  Video

    The Secret Pocket of Power with Kimberly Ryan

    In this Win by Noon Friday Mastermind, Todd Bookspan, Dave Savage, and Deborah Byrd welcome Kimberly Ryan, real estate leader, coach, mentor, speaker, and founder of Lions and Legends, for a powerful conversation on potential, identity, focus, and brave action. Kimberly shares why so many professionals live beneath their potential, how the “readiness myth” keeps people stuck, why your calendar is one of your greatest tools for eliminating distraction, and how one brave action can change your trajectory. This episode is for mortgage and real estate professionals who know there is more in them and are ready to activate it.

    1 hr

  7. May 5 ·  Video

    3 Moves Loan Officers Need Right Now to Finish Q2 Strong

    In this episode of the Win By Noon Friday Mastermind, Todd Bookspan, Dave Savage, Deborah Dubois, and Jeremy Forcier break down the real reason loan officers struggle—execution, not knowledge. Jeremy shares his 4P Framework (Position, Prepare, Perform, Protect) and practical strategies to improve client conversations, increase conversions, and stand out in today’s market. If you’re ready to stop overthinking and start winning, this episode is for you.

    1h 2m

  8. May 4

    Modern Mortgage Summit Top Take Aways & Taking Action Plan

    In this episode, we break down the biggest takeaways from the Modern Mortgage Summit and what they mean for loan officers right now. From the growing trust gap to the rise of AI-powered consumers, this conversation covers what top producers are doing to stay relevant and win more business. You will learn why consistency is the real problem for most loan officers, how storytelling is replacing traditional marketing, and what small changes can create a better client experience. If you want practical insights you can apply immediately, this episode delivers.

    1 hr
  9. Win By Noon: 5 Winning Plays Top Loan Officers Use to Dominate

    May 4

    Win By Noon: 5 Winning Plays Top Loan Officers Use to Dominate

    What does it take to close 40+ loans a month in today’s market? In this episode, Todd Bookspan, Dave Savage, and Deborah Bird sit down with top producer Matt Adler to break down the five daily strategies driving elite performance. You’ll learn: How to structure your day for maximum productivity Why practice separates top producers The importance of tracking the right numbers How relationships create long-term growth If you want more consistency, more clarity, and more closings—this episode is your blueprint.

    59 min
  • 9 Episodes

About

Join Todd Bookspan, Dave Savage, and Deborah Byrd every Friday at 9 AM PST for our weekly mastermind. For the past 10 years, we’ve been hosting conversations with industry leaders, authors, coaches, and sales experts to help you grow. This is your chance to learn and interact with the best of the best!

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