120 episodes

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. The Next Level Loan Officers Podcast is a proud founding member of the REAL Disrupt Podcast Collaborative.

Next Level Loan Officers Next Level Loan Officers

    • Arts
    • 4.9 • 38 Ratings

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. The Next Level Loan Officers Podcast is a proud founding member of the REAL Disrupt Podcast Collaborative.

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

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

    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 Ryan
    10:00 Growing production and recruiting
    13:40 Agent relationships
    17:20 Bringing value and coaching
    Quotes:
    “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.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

    • 23 min
    How to Make Your Business Run Like Clockwork

    How to Make Your Business Run Like Clockwork

    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 Patrick
    5:50 Quick Qual
    9:30 Getting more time
    14:30 Lenderlogix tools
    17:30 Final thoughts
    Quotes:
    “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.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

    • 20 min
    Wells Fargo Credit News: How it impacts your borrowers!

    Wells Fargo Credit News: How it impacts your borrowers!

    On this episode David Luna of MEC sits with Sean and Kellen to discuss how the Wells Fargo Personal Line of Credit news can impact your borrowers. David also discusses the market outlook and the opportunities that Loan Officers have in front of them right now. 
    2:30 Market outlook
    5:35 Wells Fargo Personal Line of Credit
    12:32 MEC
    Quotes:
    “Wells Fargo’s closure of personal line of credit could hit people’s credit scores by 50 to 60 points.”
    “The industry needs to be more proactive with the fallout of Wells Fargo’s closure of personal lines of credit.”
    “In 2023 you will need to fasten your seatbelts because it is going to be a crazy year in the market.”
    Key Takeaways:
    Rates are likely to be lower going into the fall. 
    Pay attention to borrowers who have a Wells Fargo personal line of credit, as credit scores and DTI will be affected. 
    Take this opportunity to become an expert on the Wells Fargo news to advise your clients. 
    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

    • 17 min
    Are You Able to Take Time Off? w/John Picinic

    Are You Able to Take Time Off? w/John Picinic

    On this episode John Picinic joins Kellen to talk about the importance of taking time off. John talks about how you will only can take quality time off if you have a team to support you. 
    3:30 Freeing up time
    9:00 Supporting your business while you’re gone
    12:00 Downside of taking time off
    15:00 Enjoying the future
    Quotes:
    “You find out who your real referral partners are, when you take time away with your family.”
    “At the end of the day, agents want their clients taken care of and the loan closed on time.”
    “I always take full responsibility when things go wrong.”
    Key Takeaways:
    Email is a time suck and if you can delegate that you can operate at a higher level. 
    Building relationships with your referral partners is key to keeping them close.
    If you want to take time off, you need to make sure your team communication is solid. 
    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

    • 17 min
    The Best Investment is in Yourself w/Tyler Hodgson

    The Best Investment is in Yourself w/Tyler Hodgson

    On this episode Tyler Hodgson joins Sean to talk about his journey from CPA to MLO. Tyler also discusses how investing in culture and yourself is crucial to your overall success.
    3:00 Intro to Tyler
    5:40 CPA to MLO
    11:15 Importance of culture
    13:35 Looking back
    17:25 Looking forward
    Quotes:
    “When I started the company, I wanted to be able to give back to others and give back to my team.”
    “I am driven to see others succeed and help others get success.”
    “Hire sooner and volume will follow.”
    Key Takeaways:
    Your culture should be about helping others in some way, shape, or form. 
    You have to find that balance between growing too fast and too slow. 
    Building a team sooner rather than later is the key. 
    Always invest in your business when you have the means to do so. 
    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

    • 20 min
    Creating an Exceptional Experience w/Shawn Richard

    Creating an Exceptional Experience w/Shawn Richard

    On this episode Shawn Richard joins Kellen and Sean to talk about how he has built his business around creating an exceptional experience. Shawn goes into the importance of the client concierge position and how that plays a crucial role in creating a memorable brand that generates referrals. 
    2:33 Intro to Shawn
    7:40 Customer service from the team
    11:00 Client concierge
    14:30 Creating an exceptional experience
    19:20 The stats
    Quotes:
    “My first mistake was thinking that being a loan officer was easier than it was and not putting in the work.”
    “It is rare these days that companies want to perform on a high level where people are compelled to come back and bring others.”
     “I want to give great service, but honestly I want to create an exceptional experience.”
    Key Takeaways: 
    Absorb knowledge from those who are better than you.
    Be so good that people want to come back to you.
    Buy back your time and create a great experience by hiring a client concierge.  
    Strive to create an experience where they remember you long after the transaction is done. 
    People appreciate good service, but they will always remember a great experience.
    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

    • 24 min

Customer Reviews

4.9 out of 5
38 Ratings

38 Ratings

#MortgagesByKenny ,

Found NLLO

I love that I found NLLO and looking forward to learning more from the coaches. The coaches are down to Earth and are real and approachable unlike some other coaching. If your not a member your missing a great opportunity.

Mark Teevee ,

Top players sharing top advice

Love listening to this podcast. I’m not a loan officer but I’m in equipment financing and the advice here is totally transferable. It’s awesome.

Cyneth C ,

Loan Officer

So blessed to have found you. Feeling more empowered after catching up with previous podcast. Thank you

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