In this exciting episode, I have the pleasure of hosting the incredible Valerie Saunders for a chat. We delve into the inner workings of the National Association of Mortgage Brokers, Valerie gives us an insider's perspective, sharing her experiences and insights with warmth and candor. We discuss the mission of NAMB, its impact on the industry, and the opportunities it offers for professional growth. It was a truly enlightening conversation, and I'm confident that our listeners gained a great deal of knowledge about this important organization. Remember, it's all about learning, growing, and succeeding together!Show Resources:NAMB.orgShow Highlights:00:30 - Focus 202401:50 - NAMB National 202403:30 - Barry Habib04:45 - “Lists are Just Ways to Put Things Off”05:45 - Having a Solid Team06:30 - NAMB Legislative Agenda10:15 - The Behind the Scenes Work is Getting Done13:50 -  How to Get Involved17:20 - A Community Builders Committee19:30 - NAMBPAC22:25 - Who Can Join NAMB25:50 - Strategic Sponsors31:00 - Certification Opportunities33:15 - Connect with Valerie

In this episode, we’ve got a fantastic episode for you! My guest is the amazing Michelle Berman, who's been doing wonders helping mortgage officers and real estate agents grow their brands using Instagram. We sit down and dive into Michelle's courses, where she shares her secret sauce on how to leverage the power of Instagram to its fullest. Michelle is a true guru in this field, and her insights are invaluable for anyone looking to give their business a boost. So, get ready to take notes and level up your Instagram game. Trust me, you won't want to miss this one!Show Resources:Michelle on Instagram - https://www.instagram.com/bermanmediasocial/BermanMediaPD.comShow Highlights:00:30 - Meet Michelle Berman04:00 - Beyond The Method™️08:40 - Why Instagram13:35 - Everyone with Success Has a Story19:30 - Avoiding the Disconnect22:00 - Good to Great by Jim Collins26:00 - The Beyond The Method™️ Engagement Tracker27:50 - Using Instagram to Grow Your Business36:15 - Upcoming Webinars38:45 - Connect with Michelle

Welcome everyone to another exciting episode of Loan Officer Team Training! Today, we're thrilled to have the insightful Kevin Brierton with us. In this episode, Kevin shares his wealth of knowledge on overcoming obstacles in the loan industry. In the end, it’s about more than mortgage though, it’s all about personal growth. So grab your notepads, because there's no excuse for not being prepared to learn something new today! Let's dive in and empower ourselves with knowledge, together.Show Resources:Kevin Brierton-Neo Home Loanshttps://kevinbrierton.com/Kevin's Podcast:  https://podcasts.apple.com/us/podcast/no-excuse-pro-podcast/id1715406548Show Highlights:01:00 - Meet Kevin Brierton04:15 - Mindset Starts in the Morning Routine08:00 - Morning Media10:15 - Self Talk is for More than Just Yourself16:40 - Ask Questions18:25 - It’s Not Too Late for Intentionality23:30 - Fear Isn’t Real25:40 - No Excuse Pro Podcast28:45 - 3 Keys to Ending Anxiety as a Mortgage Officer33:00 - The Power of a Handwritten Note37:50 - The No Excuse Pro Podcast Origin43:30 - It’s About Personal Growth44:30 - Helping Set Better Habits

In this episode of "Loan Officer Team Training," I  have a super exciting chat with Luke from Angel AI. We dive deep into the incredible world of data and how it's transforming the mortgage industry and beyond. Luke shares the story behind Angel AI  and how it is helping us serve our customers and clients better through the power of data. We also discuss what’s next for this exceptional tool for Real Estate agents and other businesses across industries. So, buckle up for this data-driven ride, because it's going to be a game-changer!Show Resources:https://angelai.com/Show Highlights:00:25 - About Luke01:55 - What is Angel AI02:30 - Who Angel AI is For?06:25 - How Real Estate Agents are Using Angel AI08:15 - How Smart is Angel AI10:00 - How Old is Angel AI11:40 - The Future of Angel AI13:45 - Obstacles to Adopt a Service like Angel AI16:45 - The Power of the Data21:00 - AI is Nothing to Be Scared Of24:25 - Do Not Be Left Behind28:35 - Connect with Luke30:50 - Loan Officer Team Training

In our latest episode, I had a great chat with the amazing Robert Fillyaw. Robert generously gave us an inside look at how his own team operates, sharing the systems and processes they've built to consistently succeed at a high level, even as they continue to grow. If you're looking to create a robust plan and implement effective processes in your own team, this episode is a must-listen. Robert's insights are sure to inspire and guide you on your journey to success.Show Resources:TalkToTheTrainers.comConnect with Robertrfillyaw@hmamortgage.com352-665-1302Show Highlights:00:45 - The Gamechanger for Robert Fillyaw’s Business02:45 - Logistics Specialist Fillyaw04:45 - Making a Map Forward07:30 - Putting Dates On Your Plans11:20 - Acts of Freedom16:00 - Shared Loan Partners20:00 - The Fillyaw Fantastic File Flow22:25 - Taking Process Management Away from Loan Officers24:25 - HMA Mortgage27:30 - That’s What Success Is29:00 - Having a Team that Frees You Up30:35 - Surrounding Yourself with the Right People

In our latest episode, I had the pleasure of chatting with the incredible Tammy Schneider. Tammy brings a wealth of experience to the table, and she shared her insights on how you, as a Loan Officer, can go from making your first hire to building out a full team. We're talking about creating the exact business and legacy YOU want, not just following someone else's idea of success. Tammy's advice is all about making your dreams a reality, so tune in for a conversation that's sure to help you take your team to the next level.Show Resources:TalkToTheTrainers.comThe One Thing: https://a.co/d/7WwULWQThe E-Myth Revisited: https://a.co/d/3kLtXG0The Ideal Team Player: https://a.co/d/9TU2HcvShow Highlights:00:50 - Who is Tammy Schneider01:30 - First, Know What You Want02:45 - Realize You Can’t Do It Alone05:00 - This Is Your Own Journey07:15 - Gary Keller’s “The One Thing”08:20 - Michael Gerber’s “The E-Myth Revisited”09:15 - What are You Really Good At, What Do You Love, What Do You Want to Accomplish10:45 - You Can Have It, Eventually11:50 - What Do I Take Off My Plate Immediately13:20 - Everything is Hire-Outable15:30 - Building a Legacy Takes Time21:45 - Look for Role Models/Examples22:25 - Who Are the Players I’ll Need to Accomplish This23:35 - Building From Here to There25:10 - Becoming a True Business Owner26:25 - Be Honest with People Up Front27:20 - Patrick Lencioni - The Ideal Team Player27:40 - The DISC Profile32:25 - Mapping it All Out33:55 - How Can I Afford that First Hire36:05 - Sharing Your Vision

In this episode host Irene Duford engages in a riveting conversation with guest Jen Conley. The pair delve into the common pitfalls that Loan Officers encounter, particularly the tendency to make inappropriate comparisons and overlook core business fundamentals. Jen highlights the importance of grounding decisions in factual data rather than personal feelings, a strategy that can help Loan Officers sustain and even expand their business amidst challenging market conditions. This insightful discussion offers valuable advice for professionals looking to navigate the complexities of the loan industry.Get Loan Team Training for YOUR Team: loanteamtraining.comShow Highlights:01:00 - Helping Loan Officers Succeed03:00 - Tracking Leads AND Conversions05:00 - Defining a Braindump06:15 - Reasons You’re NOT Meeting Your Goals09:00 - They’re Not Thinking About You, But They Like to Be Thought Of13:10 - Overcoming Contention14:15 - You Don’t Need Them All16:30 - People are People19:45 - They’re Not Referrals, They’re Families22:15 - Holding Them (And Yourself) Accountable24:00 - Doing the Fundamentals25:20 - Focus on the Facts, Not Your Feelings29:30 - The Right Comparisons32:30 - Don’t Let Yourself Forget What Worked34:30 - It’s All About Implementation

In the episode of Loan Officer Team Training, host Irene Duford, along with guest Kenneth Duford, delve into practical strategies for loan officers to optimize their teams and partnerships. The discussion focuses on the importance of consistency in business operations, with an emphasis on the application of checklists to ensure that things happen the same way every time! The duo also underscore the significance of fostering strong relationships not only within the team but also with clients and real estate agents. This episode provides loan officers with actionable insights into enhancing their practices and maximizing their impact through others.Get Loan Team Training for YOUR Team: loanteamtraining.comMotivation by Appreciation Inventory to know each team member's Language of Appreciation:https://shop.appreciationatwork.com/products/the-mba-inventory-basic-2019Show highlights:00:25 - Introducing Kenneth and His Role01:00 - You Have to Have Really Good Help01:50 - The Loan Officer is Too Involved05:00 - Building Team Culture06:20 - Understanding The Loan Team’s Roles08:30 - How Can We Be Better09:45 - Mindset Matters13:15 - Efficient Loan Processes18:45 - Verifying Daily Priorities20:30 - Checklists are Everything22:00 - The Pilot’s Story24:15 - Words Are Very Powerful26:20 - Selling the Power of Your Loan Team27:20 - Asking For Referrals30:35 - Learning How to Make the Calls!33:00 - The Power of Listening34:25 - Motivation by Appreciation Inventory36:00 - A Communication Course, with Processes37:30 - We Call It WOW Training on Purpose

In this insightful episode of the Loan Officer Team Training Podcast, host Irene Duford is joined by special guest, Ginger Bell, an acclaimed entrepreneur and marketing expert. We delve into Ginger’s innovative theory of edu-marketing. Ginger shares her journey of building a successful company focused on helping business owners implement this unique marketing strategy. Listeners can look forward to gaining a deeper understanding of how to leverage edu-marketing to highlight the solutions their businesses offer as opposed to just their services, ultimately driving growth and customer engagement.Get Loan Team Training for YOUR Team: loanteamtraining.comLoan Team Training is Powered by The Mortgage Marketing AnimalsShow highlights:00:20 - Welcome Ginger Bell01:20 - Ginger’s Mortgage Origin03:20 - EduMarketing05:05 - How to Use AI10:00 - Learning AI with Ginger14:10 - Overcoming Privacy Concerns with AI15:50 - Overcoming Scarcity Mentality17:50 - Taking Action with Video Creation22:30 - Selling the Problems You Solve, Not the Services You Sell28:15 - Have a Plan…and Implement It Consistently32:35 - Tightening the Right Budgets35:15 - Loan Team Training37:00 - Always Giving Value38:45 - EduMarketing in the Mortgage Industry41:30 - Working with Gingerhttps://www.edumarketing.comAI Prompt Handbook-Unlock the Secrets of Levering AI in your Marketingby Ginger Bell, Chelsea Gardner and Toni Taylor Gozza: https://a.co/d/ghqS92j

In this episode, we dive into the world of marketing with special guest Chelsea Gardner. Join Irene and Chelsea as they explore Chelsea's successful marketing business and share valuable tips for business owners looking to expand their presence on social media. From effective strategies to engaging content, this episode is packed with actionable advice to help you grow your business online. Tune in to gain valuable insights and take your social media game to the next level.Get Loan Team Training for YOUR Team: loanteamtraining.comLoan Team Training is Powered by The Mortgage Marketing AnimalsShow highlights:00:30 - It All Started in a Pet Shop02:45 - Focusing Your Social Effort04:10 - How Loan Officers Get Serious About Social06:40 - How to Use AI in Your Voice08:05 - The AI Prompt Handbook08:25 - Time Blocking12:55 - Fostering a Successful Mindset14:30 - Journaling16:50 - SelfTalkPlus.com18:00 - Perseverance20:00 - Working Through Fear21:40 - Targeting Your Social Content24:05 - Why Chelsea Gardner Marketing26:00 - Encouragement for Business Owners27:05 - Connect with ChelseaLoan Officer Team Training Podcast Episode #14"Thinking in the Language of Success" with Dr. Shad Helmstetterhttps://podcasts.apple.com/us/podcast/loan-officer-team-training-with-irene-duford/id1649790320?i=1000599535376Chelsea Gardner Marketing: https://chelseagardner.comAI Prompt Handbook-Unlock the Secrets of Levering AI in your Marketingby Ginger Bell, Chelsea Gardner and Toni Taylor Gozza: https://a.co/d/ghqS92jChelsea's Instagram: "@TheChelseaGardner"  https://www.instagram.com/thechelseagardner/

In this episode of the Loan Officer Team Training podcast, host Irene Duford is joined by guest Alyson Rixner to dive into their goal setting for 2024. Together, they emphasize the power of choosing your focus and outlook for the new year. With their expertise in the industry, Irene and Alyson discuss practical strategies to set attainable goals and motivate listeners to make the most of the opportunities ahead. If you're looking for inspiration and guidance on setting your own goals, this episode is a must-listen.Get Loan Team Training for YOUR Team: loanteamtraining.comLoan Team Training is Powered by The Mortgage Marketing AnimalsShow highlights:01:10 - The Energy of 202402:30 - The Space Between Podcast06:15 - What Excites Alyson in 202409:45 - Alyson’s Personal Goals Process10:55 - Challenging the Team for the New Year11:30 - Looking Forward14:00 - Finding Your Action Steps18:45 - Celebrating Wins21:40 - The Word of the Year - “Balance”24:25 - Visualizing What You Want26:55 - Reflecting in YOUR Way30:50 - “I don’t want that time to impact how I feel about now”32:25 - 2024 is Going to Be a Great Year34:45 - It’s EVEN More Important to Connect With People36:15 - WE Get to Choose

“The Money Comes With The Job When You Do The Right Things”In this episode of Loan Officer Team Training, hosted by Irene Duford with special guest Devin Dubuc, the focus is on "Leading More People with Passion." Devin shares his personal journey to mortgage team leadership, highlighting the importance of positivity and the positive impact your actions can and do have on others. The discussion revolves around how our everyday actions and habits can lead to significant results. Listeners gain insights into actionable strategies for effective leadership and learn how cultivating daily habits can pave the way for long-term success in the mortgage industry.01:50 - Devin’s Mortgage Origin04:30 - Moving into Leadership06:30 - Maximizing Impact Through Leadership08:50 - Learning Lessons Through Hardship11:30 - Success is Not Just Possible, But Doable13:30 - “People need to be well led right now!”15:00 - Devin’s Video & Podcast Strategy20:00 - The Positive Impact of Your Action On Others25:45 - What’s Next for Devin & Team27:10 - Connect with Devin29:15 - “Do What it Takes”Devin’s Concierge Team: (214)261-3355TheDubucTeam.comInstagram - https://www.instagram.com/thedubucteam/Facebook - https://www.facebook.com/thedubucteamYouTube - https://www.youtube.com/@thedubucteam

“We’re in business because of the people who give us business.”Irene Duford brings a solo message to any business leader across industries about the opportunity before you in the next month. We’re all in a thankful sort of spirit this time of year, and we need to ensure that our clients and customers know just how much we appreciate their business and the relationship we’ve built with them.Don’t miss this opportunity to share that thankful spirit and deepen your connection with everyone who continues to help build your business dreams into realities. Hear Irene’s call to action, and then start making your own list and checking it twice!Get Loan Team Training for YOUR Team: loanteamtraining.comLoan Team Training is Powered by The Mortgage Marketing AnimalsShow highlights:00:20 - Appreciation Month01:10 - Calling ALL clients between the Holidays02:05 - Thankful for the Opportunity to Help04:00 - People NEED to Hear from You

“The brain believes the programs it has that are strongest, it doesn’t make any difference whether they’re true or not.”I am passionate about successful self talk and every class I teach has it.  Every person I coach learns about it because it is so impactful when we use the language of success.This week I checked off a bucket list item.  I had my long time mentor in Self Talk, Dr. Shad Helmstetter, from the Self Talk Institute as a guest. His book, "What to Say When You Talk to Yourself." changed the trajectory of my life and the life of my family. I cannot wait to share him and his message with you.It's great when you meet someone who is exactly who you thought they would be. Dr. Shad is one of the most affirming men I have ever had the honor to meet. The conversation off the mic after the recording made my year. No matter who you are, you need to hear that you have value and really matter. It couldn't have come at a better time for me.It was a lesson once again in going for what you want and believing it can happen.  Don't hold back. Go for it! Good things will happen. If you’ve enjoyed this episode please leave us a 5 star review, share it with everyone you know and colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.  This episode is for anyone who wants to improve their self talk.Get Loan Team Training for YOUR Team: loanteamtraining.comLoan Team Training is Powered by The Mortgage Marketing AnimalsShow highlights:00:40 - How Irene manifested this interview02:00 - What is self talk07:55 - Lessons from the Nursery - No one is born to fail09:50 - The Success/Failure Imagination Experiment13:30 - Irene’s Father’s story15:00 - Parenting with self-talk19:00 - The evolution of self-talk20:20 - Thinking in the Language of Success24:05 - Secondhand Self-talk27:30 - Self-Talk is backed by SCIENCE31:50 - “How will I know it’s working”34:30 - Starting with Self-Talk+41:10 - The First Class example42:00 - What’s next for Dr. Shad45:00 - Weight loss self-talk49:00 - “What to Say When You Talk To Yourself”50:55 - “Self talk has made THE difference in my life”53:55 - Check the links for Dr. Shad’s workWhere to get self talk:selftalkplus.comBooks by Dr. Shad HelmstetterWhat To Say When You Talk to YourselfPredictive Parenting-What To Say When You Talk to Your KidsWho Are you really and What Do You Want?

In this episode, I'm joined by Valerie Saunders, President of NAMB (National Association of Mortgage Brokers). Valerie is a dynamic individual and a self-described "overachieving volunteer". We discuss her own career journey, as well as the many things NAMB offers its members and the industry at large.If you want to attend NAMB Focus 2024 this January, remember to use promo code FOCUS24 for free registration to the event in Kissimmee, FL. https://namb.org/focus/Contact Valerie: president@namb.orgIf you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.Get Loan Team Training for YOUR Team: loanteamtraining.comLoan Team Training is Powered by The Mortgage Marketing AnimalsShow Highlights:01:30 - What is NAMB05:55 - “A Volunteering Overachiever”13:30 - Overcoming fear of public speaking15:20 - “People need somebody to ask questions to”20:00 - The need for team training27:00 - There are SO many aspects to the mortgage industry30:20 - How Valerie helps ensure a good mindset34:15 - Valerie’s morning routine36:25 - NAMB Focus 202441:15 - “Adapt and overcome! It’s going to be better.”46:20 - NAMB.org (use FOCUS24 promo code)

In this solo episode, we discuss contacting your past clients to ensure they’re not JUST past clients, but current and future clients as well as endless sources of referrals.We start discussing the quarterly method and the best ways to frame the conversation. We also discuss the necessity of ASKING for the referral, remember the client is always on your mind but you are not always on their mind.If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.Get Loan Team Training for YOUR Team: loanteamtraining.comLoan Team Training is Powered by The Mortgage Marketing AnimalsShow Highlights:00:25 - Calling past clients01:45 - Appreciation Conversations02:35 - You’re thinking about THEM03:50 - Ask for Referral07:40- There’s ALWAYS a reason to call08:15 - They’re not JUST past clients09:05 - Share the show with colleagues or friends who would benefit

“Great Salespeople know that they’re blessing people.” Irene Duford is the guest this week as we share a previously recorded conversation with the hosts of Loan Officer Success, Mike Cardascia and Erica Homefield. We do a deep dive into what coaching looks like for me. We discuss how I coach on things like: the one thing you need to tweak to get more business, how to effectively better your mindset, and how I help my clients build a team.  Tune in to hear why coaching might be just what you need to take the next step towards your business’ success.If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.Get Loan Team Training for YOUR Team: loanteamtraining.comLoan Team Training is Powered by The Mortgage Marketing AnimalsShow Highlights:00:15 - “What we say to ourselves, really matters!”02:00 - How Irene helps people get the results they’re looking for05:00 - The Queen of self talk05:45 - What’s holding YOU back07:45 - Building new habits with systems and processes11:00 - Our biggest obstacle, fear13:10 - Hiring the RIGHT people14:00 - WOW Team Training15:35 - Client Conversion Training15:55 - LoanTeamTraining.com16:40 - Where do you START training new hires19:30 - “Great salespeople knows they’re blessing people.”20:30 - “Be committed, and just do it.”

“As I change, people don’t always like my change. But I gotta be okay with that because I want to be better!”Today's guest is a firecracker and I’m excited to have her back on the show. Jen Conley and I met more than a decade ago, and have grown in the business alongside each other. Jen had me on her podcast just as we were launching this one, and I wanted to share that discussion with you today. Jen and I share our own insights and experiences in overcoming fear in our business and personal lives.If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.Get Loan Team Training for YOUR Team: loanteamtraining.comLoan Team Training is Powered by The Mortgage Marketing AnimalsShow Highlights:03:30 - The origin of the Freedom Club12:00 - Why people get stuck in fear17:40 - Our thoughts create our emotions, our emotions create our actions, our actions create our results23:15 - Focus on what I can control27:40 - You can change your mental state31:20 - LoanTeamTraining.com

“If something is important to me, it has to be important enough that I prioritize it on my calendar and make it happen.”Adriana Bates is the owner and founder of Clear Mortgage. She’s also a loving wife, mother and a friend I’ve known and coached for years. I’m excited to share her story and insights with you in this episode.We start talking about motivation, discuss the trials of having a young family and harmonizing them with your work life. We discuss a few inspirational books and podcasts, and then learn how to enjoy every season of our life. This is a great conversation with a dynamic leader, don’t miss it!If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.Get Loan Team Training for YOUR Team: loanteamtraining.comConnect with Adriana and her team: https://www.clearkc.com/our-team/adriana-bates/Show Resources:Think Positive - Daily AffirmationsDiscipline is DestinyThe E-Myth RevisitedLoan Team Training is Powered by The Mortgage Marketing AnimalsShow Highlights:01:30 - The secret to Adriana’s motivation02:45 - Adriana’s family life06:30 - “I’m the one that missed out!”09:00 - Adriana’s journey to mortgage10:45 - Think Positive: Daily Affirmations podcast13:00 - The role fitness plays in mindset16:00 - Lessons learned through hardship19:15 - Discipline is Destiny by Ryan Holiday21:30 - Giving our families our best26:50 - “Fear comes from a lack of knowing”35:00 - “Nobody has ARRIVED”37:00 - The E-Myth Revisited38:35 - Enjoying every season of life42:40 - “Journeys are hard for me when I’m forcing myself to do something I really hate”43:45 - Encouragement for those in today’s market

“If you go to surgery you certainly don’t want the doctor to be worried about the surgery!”Alyson Rixner is the President of the Orlicki Group, and a good friend who’s got a lot to teach us about process and systems. I’m excited to share her story and insights with you in this episode.We start talking about what your process IS, or should be, talk through how Alyson systematized her own business, and share the simple formula for more sales and better customer service, no matter what industry you are in.If you’ve enjoyed this episode please leave us a 5 star review, share it with colleagues or friends in the Mortgage industry who can benefit and visit LoanTeamTraining.com for more.Get Loan Team Training for YOUR Team: loanteamtraining.comConnect with Alyson and her team: https://orlickigroup.com/Loan Team Training is Powered by The Mortgage Marketing AnimalsShow Highlights:01:15 - The emotions in the Housing Market today03:30 - How does the Orlicki Group manage emotions05:10 - Positive self-talk is emotional management07:45 - the importance of emotional intelligence10:55 - Delivering what you promise14:00 - Managing “broken promises”22:10 - The formula for managing conflict24:50 - Compassion is key27:00 - Human Relations for Business28:25 - “A losing situation where everyone won in the end.”32:55 - “We learn more from our mistakes than we do from our wins”