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Loan Officer Breakfast Club

Loan Officer Breakfast Club

Written by: Carl White
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Scripts, Industry News, and Strategies all delivered by Frank Garay, Carl White, Steve Kyles in an interactive Zoom type call where you can hear other loan officers throughout the country share their thoughts and what's working in today's market. Whether you are a new or seasoned loan officer, this daily podcast is just what you need to start your day!(c) 2024 Careers Economics Personal Success
Episodes
  • How Loan Officers Can Use Realtor Events to Build Trust, Referrals, and a Stronger Pipeline
    May 5 2026

    LIVE Zoom Meeting Access: https://www.BreakfastClubZoom.com
    Free Strategy Call for Loan Officers: https://www.90DayMapout.com
    Learn More About Us: https://www.MortgageMarketingAnimals.com

    In this episode of the Loan Officer Breakfast Club, Mark Massa shares how leveraged realtor events became one of the biggest relationship-building tools in his business. From quarterly happy hours to client appreciation events, family photo sessions, Friendsgiving dinners, and holiday parties, Mark breaks down how consistent, personal events keep him in front of referral partners and help turn relationships into real production.

    You'll also hear from Jacob Phillips, who shares how getting back to the basics, following the playbook, and making the calls helped him create his biggest volume month ever. Even more importantly, Jacob opens up about how setting better boundaries at home made him a better husband, father, and loan officer.

    If you're a loan officer looking for practical ways to deepen referral relationships, create more consistency, and build a business that supports your life instead of taking it over, this is a conversation worth watching.

    Want to learn more and go deeper with us? Reach out here: http://mmanextlevel.com

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    40 mins
  • How One Loan Officer Grew 38% by Tracking the Right Activities
    May 4 2026

    LIVE Zoom Meeting Access: https://www.BreakfastClubZoom.com
    Free Strategy Call for Loan Officers: https://www.90DayMapout.com
    Learn More About Us: https://www.MortgageMarketingAnimals.com

    On this episode of Loan Officer Breakfast Club, Jodie Hendrickson shares how she's up 38% this year after nearly 29 years in the mortgage business. The big shift? Getting intentional, tracking her daily activity, and leaning into the uncomfortable work of pursuing new Realtor relationships instead of staying cozy with the same referral partners.

    Jim Reed breaks down why "boring" systems often pay the best, including the power of tracking meetings, outbound conversations, handwritten notes, referrals, credit pulls, and locked loans. You'll also hear real wins from loan officers turning open house follow-up, past-client relationships, and long-term Realtor nurturing into new referrals and accepted offers.

    If you're a loan officer who wants more consistency, better accountability, and a clearer path to more business, this conversation is packed with practical takeaways.

    Want more info? Visit: http://mmanextlevel.com

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    38 mins
  • AI Is Becoming the Third Referral Partner for Loan Officers
    May 1 2026

    LIVE Zoom Meeting Access: https://www.BreakfastClubZoom.com
    Free Strategy Call for Loan Officers: https://www.90DayMapout.com
    Learn More About Us: https://www.MortgageMarketingAnimals.com

    In this episode of Loan Officer Breakfast Club, Chris Johnstone walks loan officers through a practical AI readiness quiz designed to show exactly where AI can create the biggest impact in their mortgage business right now.

    The conversation focuses on real implementation, not shiny-object AI. Chris breaks down how loan officers can use AI to improve lead follow-up, convert more existing opportunities, stay in front of past clients and referral partners, build local authority, create value-based newsletters, and even position themselves to be recommended by tools like ChatGPT, Claude, and Gemini when consumers search for mortgage help.

    You'll also hear why AI-powered follow-up may be the missing link in converting leads that usually fall through the cracks, how weekly market content can train AI to recognize you as the local mortgage expert, and why most of the industry is still early enough that simply implementing one AI strategy can put you ahead of the curve.

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    47 mins
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