Replays

In this episode of the Loan Officer Breakfast Club, video marketing expert Josh Pitts reveals exactly how LOs can dominate on social media using just their phone. From why short-form video is crushing right now, to the three must-do strategies for building credibility and getting attention, Josh shares a clear and actionable roadmap.

You’ll learn:
• Why “visibility equals credibility” (and how to get both fast)
• What not to say in your videos
• How to turn FAQs into lead-generating posts
• Why Facebook and Instagram still rule for real estate audiences
• The easiest way to start creating video today—with no tech skills

Want help creating great content fast?
Check out the app here: https://shreditapp.com/ and use code LOBC to save 25%.

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

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In today’s market, being great isn’t enough—you have to be first. On this episode of the Loan Officer Breakfast Club, Kevin Broughton drops a game changing insight: we’re not just in the mortgage business anymore—we’re in the I’m First Business. He breaks down why 79% of borrowers go with the first lender they speak to, and what that means for loan officers trying to grow in a competitive market.

Kevin challenges us to reframe our strategy: it’s not about turkey recipes or waiting for rates to drop—it’s about showing up first with value. If you’re not proactively reaching out, someone else is, and they’re winning business you could’ve had. Don’t miss this powerful mindset shift and how to implement it with tools that give you a true edge.

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

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In this episode of the Loan Officer Breakfast Club, Chris Johnstone reveals how the CRM doesn’t just store your data—it actually evaluates your business and identifies what's broken. Even better, it shows you exactly how to fix it with one click. From flagging outdated business listings to boosting your trust and authority online, this tool helps loan officers get found, convert more leads, and stay compliant—all without manual effort.

Want to build a business that works for you, not the other way around? Jump on every Friday at noon ET at http://builditwithchris.com.

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

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In this episode of the Loan Officer Breakfast Club, Owen Lee dives into one of the most overlooked keys to growing your business: real client follow-up. He breaks down why relying solely on email drip campaigns just doesn’t cut it anymore. If you're not calling your past clients or actively monitoring your database for activity, you're leaving money on the table.

Owen explains the importance of building systems that go beyond automation—like scheduling regular check-in calls and setting up alerts to catch when past clients are back in the market. This isn't theory—it’s the kind of actionable strategy that keeps loan officers top-of-mind and earning repeat business.

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

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In this episode of the Loan Officer Breakfast Club, Chelsea Gardner drops a crucial insight that could completely reshape how you run Facebook ads. Spoiler alert: it's not about selling. Chelsea explains how running targeted ads that showcase who you are—not just what you offer—can actually create stronger connections with agents and prospects. Whether it’s a quick clip of your kid’s ballgame or a peek at your backyard garden, it all builds trust.

If you're a loan officer trying to stand out without sounding like a broken sales pitch, this is the episode you need to see.

Get Chelsea’s Meta Ad Targeting Guide here: http://fullyalignedmarketing.com/metaguide

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

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Call reluctance is killing your pipeline—and Kevin Gillespie is here to fix it. In this powerful LOBC session, Kevin dives into the psychology behind why 95% of loan officers hesitate to pick up the phone—and what to do about it. He outlines the science of fear, the role of dopamine in motivation, and shares how to rewire your brain with proven tactics used by top-performing professionals.

You’ll learn:
• Why scripts alone aren’t the answer
• The real role of the subconscious in sabotaging your sales efforts
• How to build confidence and consistency through influence
• Stories of LOs who went from stuck to scaling, including one who jumped from 1 to 17 loans in a year

Don’t miss Kevin’s free webinar on July 30th to dive deeper into the “Crushing Call Reluctance” system: http://callreluctanceclass.com

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

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Struggling to break into tight-knit real estate teams? In today's show, we dive deep into proven strategies for connecting with and becoming the go-to lender for real estate teams, even if they're already working with someone else. Hear firsthand experiences from successful loan officers who leveraged the MoveTube platform to open doors and secure lasting relationships with real estate agents. Plus, learn how MoveTube’s innovative, AI-driven demos with AI Jenny make it easier than ever to showcase your unique value and stand out in a crowded market. Want to experience MoveTube for yourself?

Get your 24/7 AI-driven demo here: https://movetubestudio.com/jenny-lo-demo-registration

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

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Chris Johnstone joined us to reveal how AI Voice can answer your calls, qualify leads, and book appointments—even when you're unavailable. Learn how this powerful tool ensures you're the first lender every lead speaks to, giving you a massive edge in today’s market.

Learn more: http://loanofficercrm.ai/

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

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In this episode of the Loan Officer Breakfast Club, Owen Lee breaks down the major legislative win that’s flying under the radar but could have massive implications for your business. Trump’s recently passed “big beautiful bill” quietly delivers game-changing tax advantages for homebuyers — and smart loan officers will be the first to use this in their messaging to borrowers and agents.

Owen outlines how permanent mortgage insurance deductibility, a 50% increase in the mortgage interest deduction cap, and a boost in SALT tax deductibility make this bill a huge opportunity for mortgage professionals — especially those in high-cost or high-tax markets. Watch to learn how to turn policy into pipeline.

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

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In this episode of the Loan Officer Breakfast Club, Owen Lee unpacks the buzz around the newly approved VantageScore 4.0 and what it really means for the mortgage industry. While Fannie and Freddie have greenlit its use without requiring new infrastructure, Owen points out that this headline news comes with a ton of unanswered questions. From how LLPA grids will adapt, to AUS compatibility, to mortgage insurance pricing and correspondent lender adoption—nothing is clearly defined yet.

If you're a loan officer trying to understand how (and when) VantageScore might impact your daily work, this breakdown is essential viewing. Owen doesn't just report the change—he explains why the practical rollout is far more complex than the announcement makes it seem.

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

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In this episode, Brandon Barnum of Raving Referrals reveals the two biggest reasons most loan officers don’t step up to do realtor presentations—despite knowing it’s a powerful way to grow their business. The first? They don’t have great, compelling content. The second? They don’t know how to fill the room. Brandon’s turnkey solution solves both problems—and the results speak for themselves.

If you’ve ever wanted to stand out, build instant trust with agents, and turn one event into a referral machine, this is the opportunity you’ve been waiting for. Visit http://ravingreferrals.com/trainer and use code LOBC for added perks when signing up to become a certified trainer.

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

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In this episode, Carl White drops a game-changing mindset: “Our noise is someone else’s signal.” For loan officers, the noise is constant — emails, texts, file fires, and admin tasks that interrupt the real work of growing your pipeline.

But here’s the shift: what feels like a distraction to you might be exactly the kind of work someone else thrives on. The key is to either delegate the noise or handle it at the appropriate time — not during your protected prospecting hours, your signal time.

Want help structuring your day so your signal comes first? Book a time to go over “The Perfect Day” with us at http://dailysuccessplan.com.

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

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Joanne Johansen, affectionately dubbed the "Connecticut Crusher," just delivered back-to-back career-high months in loan closings—outside of the COVID refi boom. With 13 closings in both June and July, she’s projecting over $4.5 million in volume per month. Carl saw her burning desire. Steve recognized she made a clear decision to level up. And Frank pointed out something rare: Joanne is coachable—even after 30 years in the business.

What changed? Joanne shares it wasn’t about doing more of the same—it was about doing things she never did before: time-blocked prospecting, building a capable team, and following up relentlessly. Whether you’re stuck at a few closings a month or looking to break through a plateau, her story gives you a roadmap.

Need help putting this into action? We’ve got you covered at https://www.DailySuccessPlan.com.

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

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In this episode of the Loan Officer Breakfast Club, Allison Johnston breaks down two standout scenarios that every loan officer should know. First, she introduces a rare but valid perpetual homeowners insurance policy—a one-time, fully paid premium with no expiration or renewal—unlike anything most underwriters have seen. She shares how her team at Success Mortgage Partners successfully got this unconventional case approved and closed, demonstrating the value of digging deeper instead of defaulting to "no."

Next, Allison tackles a common challenge: borrowers with variable income. From navigating future income sources like pensions and Social Security to understanding what documentation really matters, she walks through her strategy for making these deals work—even when other lenders turn them down. This is a must-watch if you're looking to close more complex deals and gain an edge in tough markets.

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

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In this powerful session from the Loan Officer Breakfast Club, Carl White delivers a reality check every loan officer needs midyear: Are your current tools, team, and systems truly helping you—or quietly holding you back? Carl walks through a tactical approach to taking inventory of your business, identifying true assets that drive growth versus liabilities that drain time and money. Whether you're closing 2 loans or 20, this episode will help you spot hidden bottlenecks and clarify your next best steps for the second half of the year. A must-watch for any loan officer serious about growth.

Need help identifying and leveraging your true business assets? Visit http://freedomplanningcall.com/

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

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