On this episode Rebecca Foote joins Sean and KT to discuss how her purchase business has skyrocketed due to her focus on education. Rebecca also talks about her business model, YouTube strategy, and her advantage in the market by being a member of Next Level. 2:10 Intro Rebecca 7:54 The baseball card 12:00 Using education to grow 17:12 Youtube strategy 18:15 Team makeup 22:00 Next Level advantage Quotes: “Why I love Next Level is that I get to brainstorm with other people that I would normally n...
Mar 02, 2022•28 min•Season 1Ep. 134
On this episode Stephanie Donnell joins KT and Sean to talk about being thrown into the mix of being a Loan Officer after being an LOA. Stephanie also discusses how she took what she knew from other LOs to invest in her business Day 1, joining Next Level and building a relationship focused business. 3:00 Intro to Stephanie 8:30 zero to 32 million 12:45 Investment mindset 15:40 Joining Next Level 20:00 2022 Goals Quotes: “I just realized the business I wanted to have was relationship based.” “I a...
Feb 23, 2022•31 min•Season 1Ep. 133
On this episode Daniel De La Torre joins Kellen and Sean to talk about his growth from doing 1 loan in 2015 to 115 in 2021. Daniel discusses the importance of proactive communication, the value of having a loan partner, and how coaching makes your growth easier. 2:20 Intro to Daniel 5:05 Daniel’s ATMs 9:45 Value of a loan partner 14:30 Proactive communication Quotes: “Communication is key, as we tend to play defense rather than offense.” “You have to start with a mindset change from doing it all...
Feb 17, 2022•22 min•Season 1Ep. 132
Patrick O'Brien, CEO of LenderLogix joins Kellen to talk about the importance of keeping customers in your ecosystem. Patrick also discusses about how the right technology allows you to have balance in your business. 2:40 QuickQual Tool 9:02 Buying back time 12:05 Owning the ecosystem 16:00 Multi-state prequals Quotes: “QuickQual came from trying to make a better and easier experience for loan officers, agents, and consumers.” “If you commit to your partners that you are available 24x7, then you...
Feb 09, 2022•20 min•Season 1Ep. 131
On this episode, KT and Kellen talk about creating a rock solid client experience that will generate more referral business. The guys also discuss their playbook on how they great stickiness with their agents and customers. 2:10 Creating a great client experience 12:00 Weekly updates 15:25 Banking equity Quotes: “Loan officers usually either have a traffic problem or an operational problem.” “We like to wait until 10 days after closing before giving a client appreciation gift.” “One of the bigge...
Jan 12, 2022•21 min•Season 1Ep. 130
On this final episode of 2021, Jason Frazier joins Kellen Vaughn to talk about the mindset of a mortgage difference maker. The guys also discuss the recent Next Level Mastermind in Dallas along with the ONE thing that Loan Officers should start doing today that will reap rewards tomorrow. 3:30 Consumer First Mindset 5:40 Be a difference maker 11:50 Building blueprints 16:50 Number one opportunity Quotes: “You can help everyone!” “It is time to break down the barriers of thinking that sales is di...
Dec 29, 2021•24 min•Season 1Ep. 129
On this episode Shane, Sean, Kellen, and Kenneth discuss the things in your business that will take you from good to great. The coaches also discuss focusing on appreciation is always a good thing and how adaptability will be your superpower in 2022. 2:00 The mastermind 4:15 The one thing 8:30 Appreciation 11:00 Complexity hurts business 14:50 Refining your staff 16:00 You have to be able to adapt Quotes: “Too many people are spending 2020 money without focusing on what makes them successful.” “...
Dec 01, 2021•21 min•Season 1Ep. 128
Veteran mortgage pro Jill Underwood joins Kellen Vaughn to discuss how she focuses on the value of her relationships as it relates to her business. Jill also discusses her process of working her database and how being personal creates loyalty with her clients. 2:05 Intro to Jill 6:25 Jill’s baseball card 10:30 Working your database 17:00 Talking to past clients Quotes: “I learned very early in this business, the value of relationships.” “The one thing every LO has to learn is how to take time of...
Nov 24, 2021•25 min•Season 1Ep. 127
On this episode Todd Reynolds Sean and Shane to talk about how investing during the good times in the industry will set up success during the tough times. Todd also talks about the importance of long-term relationships and being a good business partner. 1:30 Todd’s baseball card 2:55 Advice for younger LOs 5:25 Not sleeping on the relationships 10:15 Making investments in your business 14:00 Thrive and survive 19:25 Being a business partner Quotes: “It took me 8 or 9 years to get to the corp off...
Nov 10, 2021•27 min•Season 1Ep. 126
Mike Cuevas joins Shane Kidwell to talk about future-proofing your business by building a strong personal brand. Mike discusses where the opportunities are, why not marketing is a death sentence, and how leaning into who you are will attract business. 1:50 Is your brand a difference-maker? 4:25 Understanding your audience 6:50 Best practices for marketing 8:25 Personal brand building 14:45 Future-proofing your brand 18:30 Authenticity wins 22:00 Competing with the big box lenders 24:20 Marketing...
Nov 03, 2021•31 min•Season 1Ep. 125
On this episode Sean, Shane, Kellen, and KT give you the blueprint to measuring referral partner success. The coaches discuss metrics, marketing, finding the right fit, and finding the true value of a relationship. 2:15 Referral partners metrics 12:00 Knowing your audience 18:20 Agent marketing 22:05 Partnering with the right agent 25:00 Middle tier agents Quotes: “This year we need to work to get 2 years better.” “At the end of the day, I want to work with people who align with my business.” “S...
Oct 27, 2021•31 min•Season 1Ep. 124
On this episode, Frazier joins Sean Zalmanoff to talk about being on a mission of relevancy for the mortgage industry. Frazier and Sean also discuss AIME's recent event, marketing strategies, being a tech-enhanced loan officer, and the massive opportunities that loan officers have in front of them. 1:15 Intro to Frazier 2:30 The mission of relevancy 5:15 AIME and Fuse recap 12:00 Power 90 13:40 Marketing strategies 21:00 Using tech wisely 25:00 This is your time Quotes: “We want this business to...
Oct 21, 2021•28 min•Season 1Ep. 123
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 w...
Sep 01, 2021•23 min•Season 1Ep. 122
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 work...
Aug 18, 2021•31 min•Season 1Ep. 121
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 ...
Aug 04, 2021•24 min•Season 1Ep. 120
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 pa...
Jul 28, 2021•24 min•Season 1Ep. 119
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 ha...
Jul 21, 2021•20 min•Season 1Ep. 118
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 fallou...
Jul 15, 2021•18 min•Season 1Ep. 117
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 close...
Jul 07, 2021•18 min•Season 1Ep. 116
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 Ta...
Jun 30, 2021•20 min•Season 1Ep. 116
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 ea...
Jun 23, 2021•25 min•Season 1Ep. 115
On this episode Sean talks with Scott Thompson about building a business that fits what you enjoy doing. Scott talks about his consumer direct focus along with scaling what he is good at. 3:00 Intro to Scott 8:00 Coaching 11:50 If you could go back.. 16:00 Hiring 20:00 Online to the offline Quotes: “Everyone you hire is going to create revenue, one way or another.” “You are going to make some bad hires.” “At the end of 10 or 20 years, how much farther will you be if you ran 5 miles faster.” “Do ...
Jun 16, 2021•24 min•Season 1Ep. 114
On this episode Kenneth, Shane, and Sean discuss what they would have different in their business after experiencing the last 12 months. The guys also talk about how doing the opposite of the competition will help you win business and grow market share. 1:47 Rewind 12 months 9:30 Being proactive 13:44 Opposite of the competition Quotes: “Hope is not a strategy. You have to have a plan in place.” “When you need the staff, it is usually too late.” “It is all about what can I do to increase market ...
Jun 03, 2021•19 min•Season 1Ep. 113
On this episode industry expert, Barry Habib, joins Kellen and Shane to discuss all the housing bubble talk. Barry also discusses housing supply, rate outlook, current state of the market, and how to be effective as a mortgage advisor by removing friction. 3:05 Housing bubble? 10:55 Rate outlook 17:10 Refi market 20:55 Non linear growth 26:00 Being effective 29:00 Certified Mortgage Advisor Quotes: “Prices increasing does not mean that there is a housing bubble.” “Slower economic activity means ...
May 26, 2021•39 min•Season 1Ep. 112
On this episode the Next Level Coaches recap the recent Fort Lauderdale event. Sean, KT, Kellen, and Shane talk about their takeaways along with a focus on working on your business as opposed to in your business. 2:35 Sean recap 6:05 KT recap 8:45 Shane recap 11:15 Kellen recap 13:45 Leverage where you're important Quotes: “The fellowship at our events are the number one reason why I feel refreshed after one of our events.” “We are here to teach strategies that help in today’s market.” “What we ...
May 12, 2021•18 min•Season 1Ep. 111
On this episode Brett May joins Kenneth to discuss how insurance can be a value add to your process. Kenneth will talk about having the right insurance partner opens more channels to provide value and create a seamless experience above what your competition does. Quotes: “If you’re giving them quality service and referring them to high level people, that makes you look a lot better.” “We always get an insurance quote for our clients.” “One of the worst things for a client is to end up with bad i...
May 05, 2021•19 min•Season 1Ep. 110
On this episode Ryan Speltz joins Sean and Shane to talk about having a disciplined approach to growing your business. Ryan also discusses the advantages of using video and not getting caught up in the shiny object syndrome. 3:30 Intro to Ryan 10:30 Power of coaching 13:36 Adjusting to your situation 17:50 Video advantages 25:00 Final thoughts Quotes: “If you didn’t have a record year, you probably weren’t doing the right things.” “I am not building a business for the next 20 minutes, I’m buildi...
Apr 28, 2021•29 min•Season 1Ep. 109
On this episode Kevin Ducey, President of Whiteboard CRM, joins Kellen and KT to talk about the value of CRMs. Kevin discusses the mistakes, challenges, and advantages when using a CRM along with how to make any CRM successful for your business. 5:00 CRM mistakes 10:30 Using your CRM 13:10 CRM advantages 18:15 Expectations Quotes: “When you move to a CRM you have to understand that it isn’t going to be easy.” “If you don’t like the feel of your CRM, you probably won’t use it.” “Your CRM will be ...
Apr 21, 2021•30 min•Season 1Ep. 108
On this episode Shane, Kenneth, and Kellen give you a behind the scenes look at their upcoming NLLO Live event and mastermind. The guys also share some personal stories and the WHY behind what they do. 3:15 NLLO LIVE expectations 10:00 BTS of a mastermind Quotes: “Our mastermind is about growing your business from zero to hero.” - Shane “You will walk out of our event with a different mindset of a Loan Officer.” - Kellen “Loan Officers are our worst enemy.” - Kenneth Key takeaways NLLO Live is a...
Apr 14, 2021•19 min•Season 1Ep. 107
On this episode, Mike Cuevas The Real Estate Marketing Dude joins Sean to talk about playing big by creating a consistent brand. Mike also discusses how MLOs need to understand the difference between branding and marketing along with how to leverage it to beat the bigger players in your market. 2:00 Intro to Mike 4:00 Bad marketing is better than no marketing 8:30 How do you brand to be relevant 15:45 Attacking fintech 19:40 Be thought of first Quotes: “It is all about branding to show your diff...
Apr 07, 2021•25 min•Season 1Ep. 106
