Loan Officer Marketing with Chris Johnstone

Chris Johnstone
Loan Officer Marketing with Chris Johnstone

This podcast is designed to bring you the systems, habits and secrets that top-performing professionals use to build a life of wealth and freedom. Each episode is packed with the lessons learned, systems and knowledge that each guest has used to create a successful business and life. To subscribe and get email updates on new episodes and trainings visit: www.loanofficerwealth.com To get a free 25-minute video training program that shows you how to fill your calendar with qualified sales appointments, automatically visit: www.chriswebinar.com Join our new Facebook group to become part of our community of top producers! Join Our Facebook Group: https://www.facebook.com/groups/connectionincdigitalmarketingmastermind Facebook - https://www.facebook.com/cwjohnstone Instagram - https://www.instagram.com/_chrisjohnstone_/ LinkedIn - https://www.linkedin.com/groups/14111919/ TikTok - https://www.tiktok.com/@chrisjohnstone_

  1. SEP 20

    How Edwin Oquendo Drives Massive Growth with Concierge Services and The Loan Officer CRM

    Welcome to another podcast episode of the Loan Officer Marketing with your host Chris Johnstone. In this episode, we sit down with Edwin Oquendo to dive into his experience with the Concierge Program for Loan Officers and how it's helped him scale his business. Edwin shares how he’s been able to focus on what he does best—engaging clients and closing deals—by outsourcing his cold outreach to the concierge team. The program books approximately 10 qualified appointments per week, allowing him to maintain a 75% show rate and expand into new markets like Marion County without pre-existing relationships. Edwin provides insights into how the Concierge Program works, with the team making around 300 calls per month to past clients and qualified agents, managing his CRM, and handling follow-ups. He also shares his strategic shift from two-step to longer single appointments, leveraging the “double tap” method for no-shows and considering a transition from Zoom to phone calls for higher connection rates. In addition, Edwin talks about his success habits, including the importance of tracking numbers, giving the system time to work, and staying prepared with research tools like Redder. Whether you're a loan officer looking to scale your business or simply curious about the benefits of a concierge system, this episode is packed with actionable insights. Tune in to learn how Edwin is using The Loan Officer CRM and the Concierge Program to consistently grow his business and build lasting relationships with clients and agents. Loan Officer CRM - www.locrmdemo.com Drop us a 5-star review on Apple podcast and be sure to subscribe for more amazing episodes!

    31 min
4.8
out of 5
15 Ratings

About

This podcast is designed to bring you the systems, habits and secrets that top-performing professionals use to build a life of wealth and freedom. Each episode is packed with the lessons learned, systems and knowledge that each guest has used to create a successful business and life. To subscribe and get email updates on new episodes and trainings visit: www.loanofficerwealth.com To get a free 25-minute video training program that shows you how to fill your calendar with qualified sales appointments, automatically visit: www.chriswebinar.com Join our new Facebook group to become part of our community of top producers! Join Our Facebook Group: https://www.facebook.com/groups/connectionincdigitalmarketingmastermind Facebook - https://www.facebook.com/cwjohnstone Instagram - https://www.instagram.com/_chrisjohnstone_/ LinkedIn - https://www.linkedin.com/groups/14111919/ TikTok - https://www.tiktok.com/@chrisjohnstone_

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