Podcast
The Mortgage Pro Podcast with Eric Braun
Hosted by Eric Braun · EN
Made by mortgage pros, for mortgage pros, to develop better mortgage pros.
10episodes
Episodes
Newest firstAll episodes
Grow & Solidify: Turning Listing Agents into Referral Partners & Market Updates
Feb 7, 202500:19:40Tap to summarizeWelcome back to the Grow & Solidify Podcast, hosted by Eric Braun! In this episode, Eric shares powerful strategies for loan officers to turn listing agents into referral partners and provide value through consistent market updates. What You’ll Learn in This Episode: How to effectively convert listing agents into referral partners. The importance of strong communication, problem-solving, and always improving your skills. Why showing up is the most critical factor in building relationships. How every transaction presents an opportunity to grow your network. 8 Listing Agent Touchpoints to Secure a 1-on-1 Meeting: Offer Call – Set your buyer's offer apart and create a strong first impression. Contract Call – Follow up once the fully executed contract is received. Social Media Connection – Add the listing agent, send a DM, and engage with their content. Appraisal Back Call – Keep the agent in the loop with timely updates. Rate Lock Outreach – Notify the agent when you're about to lock the rate. Clear to Close Call – Share the good news and ask if they will be attending closing. Closing Attendance – Show up, take a photo with the agent, and post it to reinforce the connection. 1-on-1 Meeting – Follow up with the agent post-closing and schedule a lunch meeting to solidify the relationship. Solidify Strategy: Sending Market Updates Keep clients and referral partners informed with timely market updates through text and email. Use industry headlines, rate changes, and housing market trends to craft valuable updates. Leverage AI tools (like ChatGPT) to generate content by summarizing relevant news articles in a clear, engaging format. The frequency of updates should be driven by noteworthy industry events. Whether you're a seasoned loan officer or just starting, this episode is packed with actionable insights to help you build lasting relationships and grow your business. Subscribe for more episodes and expert tips to level up your career!
Transcribe →Grow and Solidify: Networking Events & Maintaining Referral Partner Relationships
Dec 6, 202400:31:45Tap to summarizeWelcome back to the Grow and Solidify series, hosted by Eric Braun! In this episode, Eric dives deep into actionable strategies for loan officers to strengthen and expand referral partner relationships by attending networking events and making impactful connections. What You’ll Learn in This Episode: How to schedule and choose the most valuable networking events to attend. Why it’s essential to reach out beforehand, send invites, and research attendees. Tips on starting conversations with new people (not just sticking to those you already know). The right questions to ask potential referral partners to open doors without pitching. Smart ways to keep track of names and faces and keep track of potential connections. How often to call your current referral partners and maintain those relationships. Pro tips for staying updated on referral partners’ activities (like their Zillow listings and open houses). Key Takeaways: Stay Professional: Avoid partaking in drinking at events to ensure a sharp and professional presence. Be Proactive: Keep referral partners updated to demonstrate reliability and professionalism. Build at Scale: Learn how to grow your network and maintain relationships systematically for long-term success. Whether you’re a seasoned loan officer or just starting out, this episode is packed with insights to help you grow your business through strategic relationship-building. Subscribe for more episodes and tips to level up your career!
Transcribe →Grow and Solidify: Social Media / Referral Partner Facebook Group
Nov 22, 202400:11:36Tap to summarizeIn this inaugural episode of the "Grow and Solidify" series, Eric Braun, host of the "Mortgage Pro Podcast," explores strategies to expand and strengthen your business. He discusses how to grow by acquiring new referral partners through social media, using it as a virtual networking tool to initiate conversations that can be transitioned offline. For solidifying existing relationships, Eric highlights the value of private Facebook groups as a goldmine for loan officers to deepen connections with current referral partners. Enjoy this episode packed with practical tips to boost your business success!
Transcribe →Dream Builders
Jul 16, 202400:36:26Tap to summarize🎙️ Billy shares his inspiring goal of helping 50 families in 50 states achieve the American Dream of homeownership. 🏡 From creating Instagram content and sending DMs to documenting each family's journey, Billy's approach was all about connecting with realtors and clients organically. Even though he managed to reach families in seven or eight states, his story highlights the power of documenting your journey. 📲 Tune in to hear more about his mission, the importance of authentic content creation, and his current role at Aceland Mortgage. 🌍✨ #TheMortgageProPodcast
Transcribe →Crafting Connections
Jun 11, 202400:36:20Tap to summarizeIn this episode, Sean and Eric discussed their work preferences and locations. They also shared their plans for a podcast, agreeing to keep it under 30 minutes and avoiding politics and religion. The conversation touched on their personal backgrounds and experiences, emphasizing the importance of hard work and resilience. They also discussed the significance of building relationships, particularly through social media, for business growth. The meeting ended with a strategic discussion about the importance of content and connection in their podcast.
Transcribe →Influence Unleashed
May 29, 202400:44:48Tap to summarize🎙️ New Podcast Episode! 🎙️ Join Eric and Rene as they dive into personal and professional development, reflecting on their past encounters and Rene's profound impact on the mortgage industry. 🏡💼 Rene shares insights from his journey as an author, keynote speaker, and influencer, emphasizing the power of influence in business and leadership. 🌟 Key discussion points: The importance of influencing others 🤝 Overcoming fear and choosing the hard path 🧗♂️ Creating valuable content 📚 Being an 'alpha' in group settings 🐺 Tune in for an empowering conversation full of actionable insights and inspiration! 🚀
Transcribe →Building Wealth in Real Estate
Dec 1, 202300:37:09Tap to summarizeOllie and Eric discussed their experiences in the loan industry, focusing on the importance of building relationships and offering long-term strategies. Both agreed on the value of paying for mentorship and doing due diligence in finding the right mentor. They emphasized the importance of building a purchase business as a stable foundation, regardless of market changes, and highlighted the value of learning from influential figures in the field, like Alex Hormozi. They also discussed a business proposition for a branding event in San Diego. Towards the end, they talked about the potential for future collaborations, including regular discussions about the state of New York real estate.
Transcribe →Paid and Organic Social Strategies
Nov 18, 202300:55:26Tap to summarizeEric and Cache discuss the importance of having a podcast and using social media to promote their mortgage business. Eric shares his experience of moving from California to Texas and Colorado and growing his mortgage business, focusing on attracting agents and staying in touch with past contacts through social media. They emphasize the value proposition for referral partners, such as real estate agents and loan officers, and the need for clear communication and clear communication with agents. Cache shares his experiences with teaching classes for loan officers and emphasizes the benefits of using events as an attraction rather than a promotion. They consider hiring a shared loan officer (LLO) to tap into their shared CRM system. The conversation also touches on social media platforms like Instagram, Tiktok, and Facebook to reach out to potential clients and build relationships.
Transcribe →Building A Well Rounded Business
Nov 14, 202300:44:53Tap to summarizeRebecca and Eric discuss the importance of understanding clients' fears and concerns and using logic and logic to address them in the mortgage industry. They emphasize the need for a mindset of finding the problem and fixing it on the front-end to solve problems that originators don't even know they can solve. Eric shares his experience working as a financial planner and focusing on problem-solving, while Rebecca shares her experience as a mortgage broker in Clarksville, Tennessee. They discuss the challenges of marketing to pre-approval clients and the challenges faced in the current market, emphasizing the need to build relationships with realtors and treating them as partners rather than just clients. They also discuss the shift in the market and partnering with the right people with the necessary skills and experience to succeed.
Transcribe →Genuine Relationships
Nov 3, 202300:33:05Tap to summarizeEric and Jimmy had a conversation about their backgrounds and experiences in the mortgage industry. Jimmy shared his journey from finance in corporate America to focusing on credit repair, and his observations on New York residents moving to New Jersey. They discussed the importance of effective communication and the strategies for generating business. Jimmy emphasized the value of community involvement and relationship building, and Eric agreed, highlighting the importance of diversifying strategies. They also touched on financial planning and advisement for clients, and the importance of authentic relationships with referral partners. The conversation ended with a discussion on building relationships, loan officer processes, and the value of coaching. They recommended books like 'The Go-Giver' and 'Give and Take' by Adam Grant for those interested in building a referral-based business.
Transcribe →