On this episode, Sean Z and Kellen discuss the three hot topics that loan officers can use to start teaching agents today. The guys talk about how agents want this education to help grow their business and how you becoming a subject matter expert only adds to your value proposition when it comes to creating more agent relationships. 1:45 Educating agents 5:00 Market education 11:55 Product education 17:27 Efficiency education Takeaways: Agents want more education on the mortgage side of the hous...
Feb 09, 2023•21 min•Season 1Ep. 193
On this episode, Kevin Ducey joins Shane to talk about how loan officers can weather bad markets with multiple streams of income. Kevin and Shane also discuss the importance of leadership, sales, investing in others, and how making an impact helps others make a bigger impact. 2:05 Kevin’s story 9:45 The 5 Next Level Keys 12:00 Making an impact 14:35 Multiple streams of income Takeaways: Don’t focus on units and volume, focus on families in homes. If you help people you can watch the help others....
Feb 07, 2023•25 min•Season 1Ep. 192
On this episode, KT and Shane talk about how loan officers can win simply be executing at a higher level than the competition. The guys also discuss why goals don't matter if you can't measure them, why talk is cheap, and how proper planning will prevent piss poor performance. 1:37 Executing at a high level 6:10 Goals need to measured 9:40 Talk is cheap 11:40 Prioritizing and planning 15:44 Take and embrace feedback Takeaways: If you execute at a high level for a long period of time, you will ha...
Feb 02, 2023•20 min•Season 1Ep. 191
On this episode Carlos Tejero joins Kellen Vaughn to talk about how he has found success in a down market by doubling down on social media marketing. Carlos talks how his social media strategy and blocking out the noise allowed him to do build a team to do more business. 2:00 Intro to Carlos 4:40 Power of social media 7:00 Referral partner offline 10:15 Best type of content 12:45 The importance of the team 15:15 Key positions for support 17:20 Block out the noise Takeaways: Social Media continue...
Jan 31, 2023•21 min•Season 1Ep. 190
On this episode Joe Wilson, founder of Social Coach, joins Kellen to talk about how consistency beats perfection when it comes to social media. The guys talk about getting over the hump of starting, how messaging consistency wins business, and how taking actions can make you tens of thousands of dollars. 1:30 Different times 4:08 Excuses and perfection 8:50 Getting started 10:40 Consistent message 13:30 Social Coach 20:00 Being aware of blindspots Takeaways: You can always find reasons to not do...
Jan 26, 2023•24 min•Season 1Ep. 189
On this episode Nikkie Bickham joins Sean Z to share her Power 90 Success story and how it helped her branch become number 4 in the company. Nikkie talks about how she has built momentum through tracking, focused on relationship building by taking the online offline, and how ATMs have allowed her to grow while others contracted. 1:30 Intro to Nikkie 4:00 Power 90 Success 8:15 Relationships matter 11:00 Actions That Matters 14:45 Build momentum through tracking Takeaways: Power 90 can absolutely ...
Jan 24, 2023•22 min•Season 1Ep. 188
On this episode Coach Bill Hart joins Sean Z to discuss how LOs need to Assume the Relationship as they build their database. Coach Bill also discusses the massive opportunities mortgage professionals have in front of them simply by seeing 4 out of 10 LOs leave the business. 1:25 Intro to Coach Bill Hart 4:50 Assume the relationship 9:30 The weak are leaving 12:55 Database is your bank Takeaways: In the last 30yrs, one thing that hasn’t changed in this business is the importance of relationships...
Jan 17, 2023•23 min•Season 1Ep. 187
On this episode Kellen and KT talk about how basic disciplines can help loan officers overcome their fears of failing. The guys also talk about being referable, likable, and how this will be the year of the conversion skillset. 1:50 Being fearful 6:40 Selling vs marketing 10:35 Being referable 12:45 Having a conversion skillset 15:35 Going back to basic disciplines Takeaways: There are better days ahead so don’t dwell on the negativity of the current market. At the end of the day a lot of origin...
Jan 12, 2023•21 min•Season 1Ep. 186
On this episode Sean Z and Shane talk about how their power conversations are the number one strategy to drive results. The guys will go into examples, scripts, and tactics for loan officers to be successful in their conversations with consumers. 3:20 Back to basics 6:40 Power conversations 10:05 Setting the tone 20:40 Don’t make the process about you Takeaways: Setting expectations as part of your intake process is one of the best things you can do for your business. Develop a framework for you...
Jan 10, 2023•29 min•Season 1Ep. 185
On this episode Shane and Kellen give you the three pillars that LOs need to do to find success in a changing market. The guys talk about being expert, getting comfortable with being uncomfortable, and the power of being a connector in your market. 3:22 Be a master of your craft 7:40 Get uncomfortable 11:05 Large networks create large incomes 16:10 Recap Takeaways: Knowing your product inside and out can make all the difference in your business. Strive to have excellence in understanding your gu...
Jan 05, 2023•20 min•Season 1Ep. 184
On this episode Sean Z and KT talk about their transition to from retail to the broker channel. Shane also joins to discuss with the guys about how you need to know what you want for your life and to be hyper-focused on your reasons for making a change. 1:45 Reason to transition 8:35 Margin compression 11:40 Wanting something different 15:10 Vision for your life 18:05 You have to know what you want Takeaways: The LO and who you are plugged in with is what makes the difference in success between ...
Jan 03, 2023•22 min•Season 1Ep. 183
On this episode KT and Kellen talk about the three things that every loan officer should be doing at the end of the year. CRM and data can be a differentiator for your prospecting and relationship building in 2023. 2:00 Number 1: Referrals 8:15 Audit your MSAs 11:05 Number 2: Submissions 14:30 Number 3: Sharing with agents Takeaways: Pull your closed loan report at the end of the year to see your top referral partners. Make sure you are spending time with the right partners. Appreciate the relat...
Dec 29, 2022•21 min•Season 1Ep. 182
On this episode Shane and Sean Z discuss their success blueprint to starting their weeks. The guys discuss how they plan, create their goals, how to create anchors, and tactics that make sure their work week ends in success. 1:30 How we start 5:30 Planning days 10:00 Getting your recharge 13:05 Anchors 18:25 Battle regret Takeaways: We design our time around the goals that matter. Pick a day that works for you to start planning your next week. Scheduling helps you stay committed to your actions....
Dec 27, 2022•22 min•Season 1Ep. 181
On this episode Sean Z and Kellen talk about how the Next Level Community can help Loan Officers, no matter where they are in their business. You will learn about some of the best things we offer to help Loan Officers find success in their 90 day season. 2:05 The sum of your tribe 5:15 Recession opportunities 8:20 Where we can help 12:35 Power of the Community Takeaways: Having a scarcity mentality will hold you back. There is no better example than learning from someone who has been in your sho...
Dec 27, 2022•23 min•Season 1Ep. 180
Sometimes it only takes one simple action to create a massive opportunity. On this episode KT and Shane look back at how their humble beginnings helped shaped their successful businesses. The guys talk about taking advantage of the opportunities in front of them, adding value to agents, and how simple actions can make a big difference. 1:56 Opportunity 4:38 Being humble 9:08 Control what you can control 11:15 Simple actions 18:30 Getting plugged in Takeaways: Every wall equals an adjustment. Jus...
Dec 20, 2022•25 min•Season 1Ep. 179
On this episode Shane and KT talk about how they are closing out 2022. The guys also talk about reflecting back to learn where you should invest more, doing an audit of where you spent your resources, and the opportunity to be an educator in 2023. 2:00 Closing out the year with reflection 7:05 Auditing everything 11:30 Did you invest enough 14:08 Season of education 18:30 The place for resources Takeaways: Everyone deserves to take time to reflect. You need to be real and ask yourself if did you...
Dec 15, 2022•22 min•Season 1Ep. 178
On this episode Blake Brewer joins Sean Z to talk about the Legacy Letter Challenge. Blake shares his story about getting his father's letter just hours after his father's death and how that drove Blake on his mission to help 1 million dads write at least one well written, meaningful, lasting Legacy Letter to their children. 1:19 Blake’s story 9:04 The mission 13:50 Building confidence in your children 17:35 Legacy Letter Challenge Takeaways: Writing a letter to your children is one of the best ...
Dec 12, 2022•20 min•Season 1Ep. 177
On this episode Frazier hosts a super episode which is a combination of Next Level's Top 5 most downloaded episodes. Below you will see the key takeaways for each episode along with a link the full length version. Actions That Matter: The secret to becoming a top producer 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 alw...
Dec 08, 2022•59 min•Season 1Ep. 176
On this episode mortgage veteran and entrepreneur Ron Bergum joins Shane & KT to talk about how training, taking action and a winners mindset will allow you to dominate this market. Ron shares his expertise from his 38+ years of experience in sales and market shifts, to help loan officers get unstuck and be successful. This is a jam packed episode that you will not want to miss. 1:40 Intro to Ron Bergum 9:25 Start right with your mindset 15:00 Embrace the process 18:47 Winners win, always 23...
Nov 29, 2022•40 min•Season 1Ep. 175
On this episode Shawn Mortensen of Jungo joins KT to talk about having a CRM can not only enhance your production it will also protect your database in a refi boom. Shawn also talks about how it is important for a Loan Officer to have control over their data with a shifting market and moves happening between lenders. 1:30 Intro to Shawn and Jungo 6:45 There is no CRM easy button 10:05 Database is portfolio management 15:15 Buying back your time 20:25 Connecting with Jungo Takeaways: Your tools a...
Nov 22, 2022•24 min•Season 1Ep. 174
On this episode, Sean Z and Kellen talk about how loving the cards you were dealt is one of the greatest keys to success. The guys also discuss how you need to fill your bucket to be fulfilled, the importance of being happy with your decisions, and how failure is often the result of not recognizing the need to change. 1:40 Loving the cards you’re dealt 5:05 Filling your bucket 8:35 Success is in the eye of the beholder 11:30 Execute at the highest level 14:40 Content Creator Live Takeaways: Thos...
Nov 17, 2022•19 min•Season 1Ep. 173
On this episode Shane and Sean Z discuss the season of change in the mortgage industry and talk about how being a connector will position you for long-term success. The guys also discuss creating renewable resources for your business, changing your perspective based on current conditions, and dispel the myth that you are no important. 1:55 Season of change 4:25 You are important 8:00 Being a connector through events 16:15 You have to adapt to changes 19:00 Renewable resources 21:05 Power of clar...
Nov 11, 2022•25 min•Season 1Ep. 172
In this episode Megan Marsh joins Shane and KT to share her journey of empowering mortgage professionals with expert knowledge and training. Megan also discusses her passion for helping others, creating multiple income streams, and how her Mortgage Broker Fast Track training came to be. 4:00 Megan’s journey 9:55 Helping others in the industry 13:54 Knowledge is power 16:20 Broker fast track 20:15 Replace want with should 23:45 Value of coaching & community Takeaways: This business isn’t easy...
Oct 27, 2022•30 min•Season 1Ep. 171
On this episode Kellen and Sean Z talk about being hyper-focused on where you are spending your time. The guys discuss giving yourself some grace, but also be honest with yourself if you are truly putting in the effort to create the prosperity you want in your life. 1:45 Saying no 4:35 Effort in dollars out 8:37 Money making activities 11:30 Winning is for the pros 14:45 Prosperity is a choice Takeaways: Every time you say yes to something, you are saying no to something else. We are all challen...
Oct 25, 2022•18 min•Season 1Ep. 170
On this episode Todd Belmond, Principal of the Scotsman Guide, joins Sean Z to talk about all the commercial and non-qm opportunities loan originators have to grow their business. Todd also discusses the 25yr history of the Scotsman Guide and how they have always been focused on being the best resource for loan originators. 1:15 Intro to Scotsman Guide 4:33 Commercial lending opportunities 9:40 Non-QM opportunities 18:45 The evolution of the housing industry Takeaways: The platform is 100% free ...
Oct 13, 2022•26 min•Season 1Ep. 169
On this episode Shane and Sean Z discuss how now is the best time to hit reset to design the business you want. The guys also discuss being honest with yourself, rules to approaching change, and how you need to define the position or need before hiring a person or picking a product. 1:50 Best time to hit reset 2:40 Defining the position first 5:35 Being open to coaching 8:15 Mapping out what is important 12:05 Take time to design the business you want. Takeaways: Don’t hire and then find a posit...
Oct 11, 2022•16 min•Season 1Ep. 168
On this episode Deborah Byrd joins Kellen and KT to discuss why loan officers need to embrace the done is better than perfect mindset. Deborah also discusses how she helps loan officers create content, be successful with their posts, and why market share will be won by those who are move visible. 2:45 Intro to Deborah 9:10 Breaking through objections 15:18 Done is better than perfect 21:45 What is the best social strategy Takeaways: Sometimes your path in the mortgage industry finds you as oppos...
Oct 06, 2022•28 min•Season 1Ep. 167
On this episode Kellen and Sean Z talk about all the opportunities you have to educate your sphere. The guys also discuss how understanding market dynamics and getting in front of bad news will allow you to be an expert in the eyes of your clients and referral partners. 1:35 Negative news 4:30 Getting in front of bad news 8:50 Educate your sphere 12:45 Fighting against perception Takeaways: The talking heads give you ammo every single day to educate customers. Being a mortgage expert means knowi...
Oct 04, 2022•15 min•Season 1Ep. 166
On this episode, KT, Sean Z, and Kellen discuss the launch of the new Next Level platform. The guys go into the detail about the impact and value the new community brings it's members along with how the platform will bring together a distraction free environment for loan officers to build a better business. 1:44 Community impact 4:25 The platform 10:00 The community explained 16:20 The loan officers we work with 20:22 Community wrap up Takeaways: Coaching is great, but creating a community of pe...
Sep 29, 2022•22 min•Season 1Ep. 165
On this episode Sean Zalmanoff talks about his recent business decision and the process he took to decide on his move. Sean also discusses how reading certain books gave him a different thought process, how being thoughtful helps you plan properly, and why taking the time to map out your path is the only way to know you made the right move. 1:00 Big announcement 5:05 Time for a change 8:45 Being thoughtful about change 11:34 Excited for the future 13:30 Don’t chase Takeaways: Reading the right b...
Sep 28, 2022•15 min•Season 1Ep. 164
