123 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
    • 4.8 • 40 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.

    Actions That Matter: The secret to becoming a top producer

    Actions That Matter: The secret to becoming a top producer

    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 90
    3:30 Prepare for the week
    7:40 Don’t cheat on your calendar
    10:05 Actions that matter
    17:05 Market share
    18:00 Working on your business
    Quotes:
    “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 activities
    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
    Know Who You Are and Who You Aren't w/Ashley Courville

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

    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 Ashley
    5:15 Team dynamics
    9:00 Scaling success
    14:55 Changing business models
    17:33 Not being all things to all people
    21:40 Women’s mortgage group
    Quotes
    “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.”
    Takeaways
    If 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.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

    • 31 min
    The Next Level Loan Officers Playbook w/Justin Kautz

    The Next Level Loan Officers Playbook w/Justin Kautz

    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 Justin
    4:35 Using the Playbook
    7:00 Power of planning
    9:55 Lead tracking
    13:00 Managing sales activities
    19:10 Biggest change in your business
    Quotes:
    “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.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
    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

Customer Reviews

4.8 out of 5
40 Ratings

40 Ratings

Justin Meade ,

These guys rock

These guys know everything there is to know in their field. Have worked with Wes personally and he is easily one of the best in his field!

#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.

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