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Beyond Mortgage

Beyond Mortgage

Written by: Dan Trinidad
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The Beyond Mortgage Podcast features inspiring conversations with business leaders in and outside the mortgage industry, sharing how they play hard today, while building the life and business they want decades from now. Hosted by Dan Trinidad, entrepreneur, coach and founder of Partners Mortgage, you'll learn how to play the long game in business and life! Economics
Episodes
  • Why We Shouldn't Abdicate Our Success to Covid w/Jen Du Plessis (Part 2)
    Jan 14 2021

    We're in a covid cocoon right now and many people have made the mistake of putting their business fundamentals on pause. We have one of two choices, we can let this pandemic stop us from growing, or we can work on ourselves, nurture our relationships, strengthen our safety net, and come out of this stronger.

    If we get into concentration and focus now, we are guaranteed to always be in momentum under any market condition.

    What are some of the key areas loan officers have been overlooking because of the pandemic and the busy refi market? Why is it so important to nurture relationships with Realtor partners right now?

    In this episode, mortgage industry author, speaker, consultant, and entrepreneur Jen Du Plessis talks about how we can be more intentional about the fundamentals of our business.

    Three Things You'll Learn In This Episode

    • How to take ownership for not nurturing your relationships:

      Many loan officers could have done a better job at keeping in touch with their Realtor business partners this year, and we should own that. When we do reach out, it's okay to admit that. It's more honest and authentic, and people will appreciate it.

    • Why we have to have a database of people we like:

      The majority of your deals next year are in the loans you've done before, not just for repeat business, but for referrals. That's why we need to stay in touch with our database of past clients. The problem is, we're often held back from getting in touch with our database because of one or two people we don't like. Remove those people from your database so that you want to get in touch with everyone else.

    • How to interrupt bad habits:

      Creating better habits is the key to growing through the covid crisis. We have to recognize a bad habit and shift by replacing it with a good habit. If we gamify our ability to stick to good habits, we can make positive changes.

    Guest Bio:

    Jen is an author, speaker, consultant, and entrepreneur in the mortgage industry. She is also the principal and Kinetic Spark Consulting. Jennifer began her career in 1983. A veteran of the industry, she has served in multiple high-level management roles, holds a Commercial Lending Certificate, is a Certified Instructor for VAR, and sits on various boards both in and out of the lending industry. Jennifer attended Colorado State University as well as the Denver Institute of Technology with a concentration in Construction Design/Architecture. She has been featured in the Washington Post, the Washington Times, and on Good Morning America, and was recognized in Loan Origination Magazine's Top 200 Loan Originators in the USA in 2012, putting her in the top 1% of all loan originators in the country. She has transitioned from traditional mortgage lending and is continuing to pursue her speaking and coaching passion.


    For more information visit https://www.jenduplessis.com/, text STRATEGY TO 66866 to schedule a consultation, and download 7 Strategies to Transform Your Business Mindset here.

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    26 mins
  • Loan Officer Burnout & Psychological Effects of a High-Volume Market w/Jen Du Plessis (Part 1)
    Jan 7 2021

    The momentum of the current real estate market has created unprecedented production for mortgage professionals, but this short-term gain cannot be confused with long-term sustainability.

    The LOs that don't have the safety net of a solid business underneath that momentum are not only at risk of a collapse, they are also experiencing significantly higher rates of burnout.

    People simply weren't prepared for the rapid ramp-up of a low-interest market and while the volumes have been great, we can't overlook the negative impacts. Even in an incredible market, we can't ignore the challenges loan officers are facing.

    What are some of the specific things that are leading to the massive burnout we're seeing in our industry?

    How can we mitigate the emotional and psychological effects of this market?

    In this episode, mortgage industry author, speaker, consultant, and entrepreneur Jen Du Plessis returns to Beyond Mortgage. She talks about common mistakes people are making in this high production market, and how she's coaching people around them.

    Three Things You'll Learn In This Episode

    • The challenges presented by a really good market:

    Loan officers experienced an explosion in production. If you haven't formulated an actual business practice, you'll end up reacting, and not actually concentrating on sustainable business practices. Not only is this leading to burnout, it also means this short-term success will eventually collapse and hurt you in the long run.

    • How to build a more balanced life:

    We have a tendency to build the business to make it the strongest part of our lives, then allow for everything else to form around it. We need to invert that and make our health and relationships the center and the strong part, and build the business around those fundamentals.

    • The connection between the virtual workplace and burnout:

    Human beings don't just communicate with words, we also communicate non-verbally. When the world shifted into a virtual workspace, we were cut off from a huge portion of what makes us communicate more effectively. To counter this, we should never do a call without video, we should always position ourselves in the center of the screen, and be more animated when we talk.

    Guest Bio:

    Jen is an author, speaker, consultant, and entrepreneur in the mortgage industry. She is also the principal at Kinetic Spark Consulting. Jennifer began her career in 1983. A veteran of the industry, she has served in multiple high-level management roles, holds a Commercial Lending Certificate, is a Certified Instructor for VAR, and sits on various boards both in and out of the lending industry. Jennifer attended Colorado State University as well as the Denver Institute of Technology with a concentration in Construction Design/Architecture. She has been featured in the Washington Post, the Washington Times, and on Good Morning America, and was recognized in Loan Origination Magazine's Top 200 Loan Originators in the USA in 2012, putting her in the top 1% of all loan originators in the country. She has transitioned from traditional mortgage lending and is continuing to pursue her speaking and coaching passion.

    For more information visit https://www.jenduplessis.com/, text STRATEGY TO 66866 to schedule a consultation, and download 7 Strategies to Transform Your Business Mindset here.

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    25 mins
  • Why Balance is Impossible Without Boundaries w/Christine Beckwith (Part 2)
    Dec 31 2020

    Many people in our industry experience a tug of war between their businesses and their health and key relationships.

    The problem isn't that the business is too demanding, it's that there's no boundary around the things that matter. When there's no protection around our health and our families, the job will always impose on them.

    It's possible to accomplish big things in business without sacrificing family. We have to create the life we want by protecting what we value most, and building our businesses around it.

    That way, there's never a conflict between our families and our businesses.

    What are some of the practical ways we can set boundaries between business and life? How do we keep ourselves in a positive headspace?

    In this episode, award-winning mortgage leader and the President, COO, and Master Coach at 20/20 Vision for Success Coaching, Christine Beckwith returns. She talks about how she's managed to balance her career with health and family.

    Three Things You'll Learn In This Episode

    • Why coaching is necessary for new LOs:

    Our industry is missing quality training for brand new people. New LOs are lacking the coaching that can help them translate their drive and ambition into successful businesses. New people don't just need to be taught sales, they also have to learn how to build solid businesses.

    • How to balance our businesses with our lives:

    Define the things that matter to you in your life, like family and health, and then build protection around them so that the job cannot impose on those areas. Put your health and key relationships on the calendar first, then build the business around them.

    • The power of boundaries:

    Balance doesn't happen by default. We have to prepare for the life we want to live, invest in it, and set boundaries around it. That way if anything starts to take us out of those boundaries, we can quickly come back to what's important.

    Guest Bio:

    Christine Beckwith is an award-winning mortgage industry executive sales leader, best-selling author, sought-after public speaker, and the President, COO, and Master Coach at 20/20 Vision for Success Coaching. She's also a news anchor and public columnist. Christine's accolades include 'NAWRB "Best Woman Owned Business in Banking", "Most Powerful Women in Banking 2019", and "Most Connected Mortgage Pro" 2018 & 2019.

    For more information visit https://visionyoursuccess.net/

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    18 mins
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