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Next Level Loan Officers

Next Level Loan Officers

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Next Level Loan Officers brings you in-depth conversations with the top mortgage team leaders, executives and branch managers in the country. We also feature mastermind sessions with influential coaches, consultants, experts and speakers. All so you can build the right team, systems and technology to scale your mortgage team to a hundred million without losing your YOU. The Next Level Loan Officers Podcast is a proud founding member of the REAL Disrupt Podcast Collaborative.
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In this episode of the Next Level Podcast, Shane, Sean and Kyle dive into the exhilarating world of sales and marketing with special guest Darin Rhodes. Discover how the right strategies, paired with effective technology use, can transform your approach to CRM and lead generation! 04:23- The Need for Execution and Strategy in Marketing 10:42 - Appl…
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In this episode, Kyle Draper along with Jonathan Mast talks about how AI can make work and life easier, especially if you find focusing hard. Jonathan gives simple tips on using AI to get things done faster and better. Tune in to learn how you can use AI to help with your projects and become a go-to expert in what you do! 00:00 - Introduction and I…
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In this episode, Shane Kidwell and Sean Zalmanoff tackle the crucial topic of taking well-deserved breaks and establishing firm boundaries in the demanding arena of commission-based work. They deliver powerful insights on how to seamlessly disconnect, ensuring your team has everything under control, so you can recharge without a hitch. 03:16 - Diff…
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In this episode, Kyle Draper introduces Luke Shankula, the CEO and founder of Loans on Demand. They discuss Luke's marketing tactics, specifically his use of two-step posts to generate engagement and leads. Luke explains the strategy behind these posts and how they can be effective in gaming the algorithm and starting conversations with potential c…
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In this week's podcast, Shane Kidwell, Kyle Draper, and Sean Zalmanoff discuss the shifting importance in the mortgage industry and the need for thoughtful staffing decisions. They emphasize the importance of understanding your worth and hiring based on your expertise. The episode also touches on the benefits of hiring contractors and the need for …
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In this week's podcast, Shane Kidwell, Kyle Draper, and Sean Zalmanoff highlight the importance of actively engaging with others on social media, suggesting listeners spend a few minutes daily to genuinely connect by commenting on other people's posts. They share how this strategy can lead to stronger relationships and open up new opportunities. 00…
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In this week's podcast, Shane Kidwell, Kyle Draper, Sean Zalmanoff, and Landon Hale are mixing things up in the mortgage and real estate world with their latest venture. They're focusing on the importance of professionalism, continuous learning, and the strength of the community to navigate the twists and turns of the market. With a lineup of engag…
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In this week's podcast, Shane Kidwell, Kyle Draper, Sean Zalmanoff, and Landon Hale tackle a big question: how can you double your services’ price and still keep your clients happy? You'll hear real-life stories, clever strategies, and personal insights that will make you stop and think, "How can I apply this to my own work?" This episode is packed…
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In this week's podcast episode, Sean Zalmanoff and Landon Hale simplify the process of building your team. They explain why it's crucial to define roles clearly before hiring, why you should stay open-minded when choosing candidates, and why it's smart to invest in early administrative help. Discover how getting involved and ensuring smooth onboard…
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Episode Title: Building Your Dream Team In this week’s podcast episode, Shane Kidwell, Sean Zalmanoff, Landon Hale, and Kyle Draper discuss how hiring the right people can really change the game for your business. They talked about finding hidden gems in the job market, asking quirky questions to see if someone fits your team vibe, and always being…
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In this week’s podcast episode, Sean Zalmanoff and Shane Kidwell discuss strategies for loan officers to build lasting relationships with clients, utilizing technology, social media, and community events, with a focus on engagement beyond the loan closing process. 2:58 – Building Relationships After Closing 10:54 – The Power of Follow-Up 15:16 – Th…
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This week's podcast features Sean Zalmanoff and Blake Brewer discussing the Legacy Letter Challenge. Blake recounts receiving a letter from his father shortly after his passing, a moment that inspired him to embark on a mission: helping one million fathers compose at least one impactful, well-crafted Legacy Letter for their children. 👉 https://www.…
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Catch Sean Zalmanoff and Shane Kidwell on this week's podcast as they share real stories from their first year running mortgage companies. Learn how they tackled challenges, built trust with clients, and dealt with changing mortgage rates. If you're just starting, this episode is full of tips and tricks you don't want to miss! 01:00 – Reflecting on…
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Join Sean Zalmanoff and Shane Kidwell in this week's podcast. They share simple yet powerful tips for turning leads into loyal clients. Learn how to keep in touch with market updates, make your services stand out, and build trust every step of the way. Perfect for anyone looking to grow in the mortgage industry! 00:40 – Seasons of a Mortgage Client…
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Join Shane Kidwell and Sean Zalmanoff in this week's episode as they break down parts of a client and parts of a transaction to help everybody work on their business as they move forward into the new year. Listen up as they talk about strategy over ideas, the importance of price transparency, and effective online engagement to transform your approa…
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Join Sean Zalmanoff and Kenneth Travis in this week's episode as they dive into Goal Planning and Actions That Matter (ATMs). Carefully planning your actions for the short and long term has a huge impact on your success. It's the deliberate actions and measured steps that pave the way to your success. 05:17 – Progress, Not Perfection 06:53 – Planni…
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Join Kellen Vaughan and Kenneth Travis in this week’s episode as they discuss the power your mindset has on your success. They explore the idea that positivity not only shapes your personal growth but also plays a pivotal role in attracting people and business opportunities. Tune in to discover how cultivating a positive outlook can become your sec…
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In this episode, Kellen Vaughan and Sean Zalmanoff explore how the power of conversations can shape your success in 2024 and beyond. Opportunities are out there in today’s market, but you have to have these meaningful conversations in order to obtain them. 2:24 – Consistently Win 7:34 – Winners Plan 12:24 – Doom Spending Takeaways: In today's compe…
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In this week’s episode Sean Zalmanoff and Kenneth Travis share their insights into their 2024 strategy and the proactive steps they're taking to ensure a successful year ahead. Discover why it's crucial to start planning your next season now, before it's too late. Stay tuned for valuable discussions and actionable tips on achieving your goals in th…
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In this week’s episode join Sean Zalmanoff and Kenneth Travis as they go over the importance of tripling down your efforts during today’s market. With realtors beginning to experience the market's challenges, now is the perfect opportunity to proactively engage with them and showcase the value you bring to the table. 4:38 – Two Main Areas to Focus …
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In this episode join Kenneth Travis and Kellen Vaughan as they go over budget friendly ways to go out and generate new partnerships. This is a great time to start implementing new processes and strategies that won't break the bank so when the market does turn around you will be ready. 2:38 – Handwritten Notecards 6:23 – Getting Client Reviews 10:23…
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In this week's episode, Shane Kidwell is joined by special guest Luke Shankula, a master of converting online leads. Luke shares his proven strategies for online lead conversion without holding anything back. Tune in to learn from Luke's insights and elevate your success in closing online leads. 3:01 – Luke's Background 16:20 – Long Play vs Short P…
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Join Kenneth Travis and Shane Kidwell as they discuss the topics you need to master in your business in order to succeed. With realtors now experiencing challenges that loan officers have known for some time, it's crucial to be present and offer valuable education and support to your agents in order to gain referrals. 3:36 – Diversifying 8:55 – Str…
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Join hosts Kellen Vaughan and Kenneth Travis in this episode as they delve into the art of hosting realtor events. Hosting successful events doesn't need to be complex. Once you've cracked the code for success, you can easily replicate these classes, making a significant impact on your business growth. Tune in for practical insights and strategies …
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In this week’s episode join Kellen Vaughan and Sean Zalmanoff as they discuss the most cost effective ATM they focus on to move the needle in their business. If you do this for 30 days, you will be guaranteed to see results. 1:24 – What Next Level Is About 5:44 – First ATM to Implement 17:06 – Second ATM Coming Soon Takeaways: Handwritten notes hol…
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In this week’s episode Kenneth Travis and Kellen Vaughan discuss the things you can take action on now to help prepare you for the upcoming months. They emphasize the significance of seizing the current opportunities to build valuable industry relationships, ultimately setting the stage for success when the market rebounds. 5:30 – Hold the Line 8:1…
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In this week’s episode Shane Kidwell and Sean Zalmanoff discuss the blocking and tackling of how to perfect and recruit the perfect agent relationship. They emphasize that despite challenging market conditions, success and business growth are achievable through consistency and the implementation of straightforward strategies. 6:30 – Waiting to See …
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Join Kellen Vaughan and Sean Zalmanoff in this week’s episode as they show you effective techniques for maintaining strong connections with your past clients. Learn how staying engaged with past clients can significantly boost your opportunities for securing refinances, generating referrals, and ultimately fueling the growth of your mortgage busine…
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In this episode, hosts Shane Kidwell and Sean Zalmanoff explore the journey of regaining self-confidence. They dive into the essential components of rebuilding assurance amidst challenging markets—highlighting the significance of dedicated effort and the establishment of a structured routine that paves the way for future success. 4:03 – Make Your B…
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In this week's episode, Kellen Vaughan and Kenneth Travis sit down with Justin White, the Senior Brand Journalist at UWM. They delve into the significance of content creation in establishing your presence and solidifying your position as an industry authority. 3:44 – Intro to Justin White 6:44 – Tips for Filming Video 20:15 – Final Piece of Advice …
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In this week’s episode Sean Zalmanoff is joined by special guest Dr. Russell Van Maele to delve into the significance of prioritizing your well-being. As a Loan Officer, the demands can be taxing, potentially impacting your health over the long term. This underscores the necessity of examining your health status, enabling you to fully savor life's …
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In this week’s episode join Kennth Travis and Shane Kidwell as they delve into the final segment of our comprehensive six-part series. This episode centers around the art of in-person meetings and the strategies for nurturing meaningful connections with your referral partners, ultimately fostering increased business opportunities. 1:58 – Recap of t…
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Tune in as Sean takes the lead in this week's episode, delving into the fifth segment of our comprehensive six-part series centered around the potent 5,4,3,2,1 approach. In this segment, our spotlight is on the immense potential of daily social media posts. Our principle rests in the idea that sharing content at a minimum frequency of twice daily h…
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Join Kellen and Sean for this week’s episode – they’re diving into part 4 of our 6-part series on the powerful 5,4,3,2,1 strategy. In this installment, we're focusing on the essence of meaningful connections – conversations. We believe that having a minimum of three meaningful conversations every day can be a game-changer for your business growth. …
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Join Kellen Vaughan and Kenneth Travis in this week's episode as they delve into part three of their six-part series on the 5,4,3,2,1 strategy. This time, the focus is on Network Interactions, exploring the power of connecting with partners through SMS, Messenger, or video, unlocking new possibilities for business growth. 3:08 – Recap of 5,4,3,2,1 …
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In this week’s episode Sean Zalmanoff sits down with guest realtor Dawn Griffin to uncover powerful insights on cultivating and expanding your relationships within the industry. Tune in to discover how to effectively move the needle with your partners and achieve remarkable growth in your real estate journey. 2:18 – How Dawn got into the Business 7…
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In this week’s episode Next Level Co-Founders Kellen Vaughan and Shane Kidwell delve into the powerful realm of Social Interactions as a key growth strategy for your business. Building on the previous episode, they emphasize the significance of maintaining a strong presence in front of your audience while fostering meaningful connections to enhance…
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Join Next Level Coaches and Co-Founders, Kenneth Travis and Sean Zalmanoff, as they share powerful insights on driving loan applications and closing deals in their latest episode. Learn actionable strategies to become an invaluable resource for your agents, providing them with the necessary value and education for success. 2:28 – Sean’s Strategy to…
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In this week’s episode, hosts Kellen Vaughan and Shane Kidwell dive into the crucial concept of non-negotiables and the impact of focusing on the actions that truly matter in the world of loan officers. Through insightful discussions and personal experiences, they unveil the transformative power of intentional seasons and highlight the importance o…
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In this podcast, Kellen Vaughan and Sean Zalmanoff uncover the importance of effective agent outreach and the impact it can have on your success as a loan officer. They discuss the significance of segmenting agents based on their time and dedication, and why narrowing down your universe of potential clients is crucial to managing your energy effici…
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In this episode, Kenneth Travis and Shane Kidwell dive into the topic of the intake call and its immense power in building trust with potential buyers. They discuss how these conversations can be used to confront the truth and establish a strong foundation of trust that can ultimately lead to successful business relationships. 2:00 – Myth Buyers ar…
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In this week's episode, join Kenneth Travis and Sean Zalmanoff as they discuss the crucial role of follow-up strategies in building strong relationships with realtors. It’s important to focus on what makes you different from other originators and show realtors the benefits they have working with you and helping them see their blind spots in their b…
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In this week's episode, Kenneth Travis and Kellen Vaughan discuss an important aspect of achieving success - embracing discomfort. They highlight the significance of enduring hardships in today's market, so that when the market improves, you will already be that much more ahead of your competition. 4:30 – KTs Race Day 19:27 – Lessons Learned 26:36 …
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In this week's episode, Shane Kidwell and Sean Zalmanoff, co-founders of Next Level, share their insights on how to engage in more organic conversations and attract additional applications during an unstable market. They introduce their 3, 2, 1 Strategy, which involves focusing on specific actions that matter and making them non-negotiables in your…
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In this episode, Kenneth Travis and Sean Zalmanoff talk about the importance of trusting the process in order to achieve success. There is a process that needs to be followed in order to become great, and it requires a willingness to put in the work and do the less exciting tasks that no one sees. 1:18 – ATMs 6:30 – KT’s Early Days of Building a Te…
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On this episode, Dan Munford Branch Manager of Benchmark Mortgage, joins Shane Kidwell and Kellen Vaughan to talk about how to add value to your database. Dan discusses how to categorize your database into 5-star groups to determine what you can do to provide value for them. 2:08 – Dan Munford’s Background 3:28 – Database 4:36 – Meet with Your Data…
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On this episode, Kellen Vaughan and Sean Zalmanoff talk about getting back to basics. You have to be willing to do what other loan officers are unwilling to do. Doing some simple tasks, such as picking up the phone, can be the difference between success and failure. 3:43 – back to basics 10:53 – generational phone adverse 11:18 – power of conversat…
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On this episode Shane Kidwell and Sean Zalmanoff discuss the industry lies vs the industry truths. There is still a lot of business to be had in today’s market. Be high class and provide a high-class experience and you will not just succeed you will build the base to thrive within months in the industry. 2:45 Hitting Reset 3:05 The Changing Market …
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The market doesn’t have to dictate your success if you take action to reset what is important. On this episode Shane and Sean Z discuss the three steps you can take today to reset your success in a down market. 1:30 The tough reality 4:30 Planting seeds 6:30 Hitting reset 9:35 Events 15:36 Making an impact 19:45 Education Takeaways: You are buildin…
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Using a tool like ChatGPT when used properly can increase the sum of your income. On this episode Kellen and Sean Z discuss the opportunities ChatGPT creates and how they both are using the AI tool. 1:30 Creating an impact for the future 4:40 Using ChatGPT 11:00 Examples of using AI 14:30 The importance of prompts 18:20 Use AI as an opportunity Tak…
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