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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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Each week, Commission Breath digs into details of how mortgage brokers & loan officers can scale their business today. Each episode is focussed on being specific with strategies & tactics that work TODAY (not what worked 2, 5, or 10 years ago). Tom & Brandon are in the trenches building their own mortgage business and share what’s working for them. You’ll also hear actionable advice from other top producers in the industry while each interview is built off of 1 specific topic, resulting in t ...
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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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WATCH ▶️ Watch this episode on Youtube *** EPISODE DESCRIPTION In this episode, Brandon and Tom share how you can make it easier for people to refer you, weather that be partners or clients. Brandon and Tom discuss: → Simple ways to look more professional like your contact card, email templates, and calendar links. → Making sharable social media co…
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“Every day from that day on, I was going to do a reel in the morning after I wake up.” 2.5 years later there is not a Monday- Friday of any week that this doesn’t happen. What kind of person does it take to make that commitment? You don’t have to be great at something right out of the gate. But what you do have to be is committed to the journey. If…
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WATCH ▶️ Watch this episode on Youtube *** EPISODE DESCRIPTION In this episode, Tom shares 5 best practices and strategies he's applied to his Instagram videos to increase his views count, which have allowed him to gain 1,500 followers in the last 3 months from more exposure. Tom discusses: → Researching trends and utilizing both written and visual…
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Do you have a FB group? Are you connected to all of those who are in it on Instagram? Leveraging a Facebook group with a substantial membership to prospect on Instagram can be a strategic way to expand your reach and deepen engagement with your audience. But what are some of the simple ways to accomplish this? How do you leverage this data? In this…
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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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WATCH ▶️ Watch this episode on Youtube *** EPISODE DESCRIPTION In this episode, Brandon and Tom go over why building a bigger brand equals a bigger business. They share why they discovered they needed to build a brand and what opportunities have come from it so far. Brandon and Tom discuss: → Why they changed their mind on building a brand, what th…
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WATCH ▶️ Watch this episode on Youtube *** EPISODE DESCRIPTION In this episode, Brandon and Tom are joined by Greg Williamson. Greg is the CRO of Lendesk and the co-founder of Finmo from Calgary, Alberta, and has been in the Canadian mortgage industry for over 25 years. He is also the co-host of the "Lead to Close: The Mortgage Professionals Podcas…
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Two years can transform a world, and it’s time to dive back into that evolution. In the last two years, Instagram has really changed; it's now all about listening to what the audience wants, which is less about slick, perfect videos and more about real, relatable content that brings a breath of fresh air. People are looking for honest stories they …
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WATCH ▶️ Watch this episode on Youtube *** EPISODE DESCRIPTION In this episode, Brandon and Tom go over how to use video to scale your business. In part 2 of a 2 part episode, they focus on how you can use video to increase your lead count. Brandon and Tom discuss: → Specific videos they send to Realtor partners and clients. → Sending weekly videos…
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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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Agents are still asking the age-old question of “should I have a business and a personal account or just one?” The division created by maintaining two distinct Instagram profiles is precisely why numerous agents struggle to achieve success on the platform. The most effective and rapid method to expand your business is by fostering a community on In…
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WATCH ▶️ Watch this episode on Youtube *** EPISODE DESCRIPTION In this episode, Brandon and Tom go over how to use video to scale your business. In part 1 of a 2 part episode, they focus on where video is in their client journey. Brandon and Tom discuss: → How using video has helped build their brand. → How they've improved their communication with…
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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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Ever thought about the crucial intersection between your Instagram strategy and email marketing efforts? Though 'consistency' is key, there's much more beneath the surface. It's not solely about the words you choose; the visuals matter just as much. To ensure your emails are opened and read, they must be visually appealing, engaging, and dynamic. S…
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WATCH ▶️ Watch this episode on Youtube *** EPISODE DESCRIPTION In this episode, Brandon and Tom do a deep dive on what to do if you lose a client, and tactics for how you can create stickier relationships with them so it doesn't happen as often. Brandon and Tom discuss: → How everyone loses clients, and the more clients you have, the more you will …
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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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WATCH ▶️ Watch this episode on Youtube *** EPISODE DESCRIPTION In this episode, Brandon and Tom share how they cover for each other while on vacation, and how you can do the same to allow yourself to rest and recharge while your business keeps moving forward. Brandon and Tom discuss: → How you can establish a "broker buddy" to manage your files and…
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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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WATCH ▶️ Watch this episode on Youtube *** EPISODE DESCRIPTION In this episode, Brandon and Tom are joined by Paul Davidescu. Paul is the Principal Mortgage Broker of Level Up Mortgages from Vancouver, BC, which he founded in 2019. Paul is also the Co-Founder and CEO of Tangoo Entertainment Inc., a a sales training and automation company, and the H…
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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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WATCH ▶️ Watch this episode on Youtube *** EPISODE DESCRIPTION In this episode, Brandon and Tom share their routine of doing a review of their business every other month, and how you can use this tactic to keep yourself on track in your own business. Brandon and Tom discuss: → What they'll continue to focus on from a lead generating perspective. → …
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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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WATCH ▶️ Watch this episode on Youtube *** EPISODE DESCRIPTION In this episode, Brandon and Tom share a step-by-step guide on how you can build your business using Instagram and it's features. Brandon and Tom discuss: → How you can utilize Instagram broadcast channels and/or close friends to grow your business. → How this can work for both referral…
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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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As a lender do you really understand your task as a content creator on Instagram? Do you know how to shift from being a content consumer to someone who is focused on CONNECTION through content? One of the most important pieces to how to leverage Instagram is understanding how to connect and there is a unique strategy that allows you to USE strong r…
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WATCH ▶️ Watch this episode on Youtube *** EPISODE DESCRIPTION In this episode, Tom shares the opportunity that Mortgage Brokers have right now with making long form content like podcasting, and how you can use long form content to build your brand. Tom discusses: → What you need to know about podcasting. → Why you should be doing it. → And why he …
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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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How many of you listening to this have ever asked, “should I have a business and personal account separately?” It is the age-old question that even after almost 10 years in the business is STILL something I hear weekly from clients. There is one of you, and there is one account. In this episode I got the immense pleasure of interviewing former Exec…
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WATCH ▶️ Watch this episode on Youtube *** EPISODE DESCRIPTION In this episode, Brandon and Tom are joined by Josh Miszk. Josh is the Founder and President of Brokeredge from Mississauga, Ontario, a CRM that helps you to easily create a client journey and automatically track your deals, with minimal input from the user. Josh is here to discuss: → W…
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WATCH ▶️ Watch this episode on Youtube *** EPISODE DESCRIPTION In this episode, Brandon and Tom share how you can build strong referral relationships with Realtors by generating leads for them, in part 2 of a 2 part episode. Brandon and Tom discuss: → The real time referral loop/referral program. → List assist actions and webinars. → And leveraging…
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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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WATCH ▶️ Watch this episode on Youtube *** EPISODE DESCRIPTION In this episode, Brandon and Tom share the basics of how you can build a strong referral relationships with Realtors, in part 1 of a 2 part episode. Brandon and Tom discuss: → Communication commitments and lead tracking. → Using budgeting as a value add. → And offer assists to stand out…
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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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WATCH ▶️ Watch this episode on Youtube *** EPISODE DESCRIPTION In this episode, Brandon and Tom share 2 frameworks that can help you earn more by working less, starting wth foundational pieces and then habits to layer in to maximize efficiency. Brandon and Tom discuss: → Calendar auditing, time blocking, templates and checklists. → Morning routines…
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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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WATCH ▶️ Watch this episode on Youtube *** EPISODE DESCRIPTION In this episode, Brandon and Tom share 5 strategies you can use in a rate declining market to reactivate older business or gain new business. Brandon and Tom discuss: → How you implement rate insurance for your clients. → How you can utilize social media. → And what they've found to be …
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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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WATCH ▶️ Watch this episode on Youtube *** EPISODE DESCRIPTION In this episode, Brandon and Tom share how to map your 2024 business plan, and also a special offer for listeners. Brandon and Tom discuss: → 6 steps they've used in mapping out the new year. → What you should be factoring in for goal setting. → And what you should consider in your mark…
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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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WATCH ▶️ Watch this episode on Youtube *** In this episode, Brandon and Tom share key lessons they've learned in 2023, and how they plan to use them going into 2024. Brandon and Tom discuss: → 6 big lessons they've learned this year. → What has and hasn't worked in their business. → And why you should consider doing this in your business. *** CONNE…
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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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Have you ever “almost” posted something, but then stopped out of fear of what someone might think or say? It is important to know why you are posting, and who you are posting for. It is also important to remember that you are not going to be for everyone, and that is ok too. Sharing vulnerable or challenging content can foster deeper connections an…
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WATCH ▶️ Watch this episode on Youtube *** EPISODE DESCRIPTION In this episode, Brandon and Tom are joined by Jason Henneberry. Jason is an entrepreneurial junkie from Duncan, BC, with a passion for helping real estate and mortgage pros attract and convert more clients. He’s the creator and co-founder of several widely implemented tech and finance …
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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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It is no secret that Instagram is my platform of choice, but why? Is Instagram really the platform that can do it all? The truth is that sales calls are a necessity in our business, regardless of how we generate them, but Instagram can give us the opportunity to alleviate the “salesy” feeling from both the ask for the appointment, and the actual ca…
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WATCH ▶️ Watch this episode on Youtube *** EPISODE DESCRIPTION In this episode, Brandon and Tom are joined by Ryan Day, a Real Estate Investment Success Manager at Calvert Home Mortgage from Calgary, Alberta. Calvert Home Mortgage is a Mortgage Investment Company (MIC) which started in 1975, and today lends in Alberta and Ontario. Ryan is here to d…
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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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WATCH ▶️ Watch this episode on Youtube *** EPISODE DESCRIPTION In this episode, Tom shares how 1 simple change he's made has doubled his business this year, and how you can do it too. Tom discusses: → How you can optimize your weekly schedule to fit your life. → How to block time in your calendar and what to start with. → And his accountability sys…
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