Producer Spotlight: Meet Jason Frazier

Posted on February 25, 2021

Jason Frazier usually laughs as he says he was born into the mortgage industry. It's true, but the story seems a little outrageous.

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Topics: Producer Spotlight, LO Tips

Industry Spotlight: Meet Hammer Hemler

Posted on February 12, 2021

A career in sales doesn’t get any grittier than hustling Electrolux vacuum cleaners door-to-door. If you can succeed there, you can succeed anywhere. Hammer Helmer is a perfect example. He parlayed his vacuum experience to mortgage origination success and then to life as a mortgage executive before creating a company which helps originators succeed. That path—20 years in the making—is the culmination of his many successes and setbacks in the industry.    

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Topics: Producer Spotlight, Industry News, LO Tips

Dana Dodd: The ABCs of Being a Successful Lender

Posted on November 20, 2020

Mortgages are what Dana Dodd knows. As a senior at Colorado State University, she interned for a wholesaler as a part-time receptionist. After graduation, she continued worked her way through the wholesale ranks until she landed at Wachovia.

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Topics: Producer Spotlight, LO Tips

Whiteboard Interview with Kellen Vaughan: Certified Mortgage Advisor

Posted on November 12, 2020

In the mortgage industry CMA doesn’t stand for the Country Music Awards. It also doesn’t stand for certified medical assistant or a certified management accountant.

In fact, in our industry CMA means something totally new. The crew at Next Level Loan Officers partnered with MBS HIghway to create a course called Certified Mortgage Advisor , also known simply as CMA. Did you ask yourself why these already busy professionals would do that? We did too.
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Topics: Producer Spotlight

Facebook + Whiteboard CRM: How Ryan Speltz Finds Success

Posted on October 28, 2020

At Whiteboard, we love to dive deep with our customers, discover their successes, and then share the information with everyone. We hope to inspire you to find your own path to success. That is why we’re introducing you to Ryan Speltz.  

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Topics: Producer Spotlight

A Personal Touch: Why David Rodriguez Uses Whiteboard CRM

Posted on August 26, 2020

You may not know David Rodriguez, but he is driven to create a culture of communications between his team and his customers and partners. That's why he uses a CRM to facilitate the communication and keep them all on- track. 

Knowing that his customers are the fuel keeping his Colorado Springs business running at full speed, he has embraced Whiteboard CRM's Playbook and is excited about the decisions he's made during the last few months.  

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Topics: Producer Spotlight

Mortgage Marketing Chat with Andrew Pawlak of leadPops

Posted on August 19, 2020

As a professional in the mortgage industry there's little doubt that you've heard about leadPops and how they help you capture leads from the traffic already flowing to your website. 

The more leads you are able to capture, the more you'll be able to convert into customers and the more your business will grow. But what do you do if that's not happening?

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Topics: Producer Spotlight

Choosing a Mortgage CRM: How Shane Kidwell Made His Choice

Posted on July 15, 2020

Have you ever wondered how implementing a mortgage-specific CRM will benefit you? Well, if you ask Shane Kidwell, owner of Dwell Mortgage and co-founder of Next Level Loan Officers, his answer is simple. It’s time. He gets to use his time more efficiently on the tasks that are most important.

“I can always make more money,” Shane said. “I can do more deals, I can get more creative, I can buy more leads, get new relationships – whatever! I can open secondary businesses that can support your primary job. You can’t get your time back.”

Keep reading to learn more about Shane (or check out the video below) to gain insight on how he went from part-time to part of the top one percent, how working with coaches changed his career path, and his thoughts on picking the right CRM for his team. 

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Topics: Producer Spotlight

Mortgage Mom Radio: How Debbie Marcoux Branded Herself & Thrived

Posted on June 9, 2020

The early 2000s were boom years for lenders. A healthy economy, low interest rates, and rapidly increasing home values paved the way for record homeownership. Loan officers had more business than they could handle. It was an ideal environment to make mistakes, learn from them, and keep getting better.

Then the bubble burst, taking the lending industry with it.

“We were all in the heyday of mortgage. Then, obviously, we all got humbled.”

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Topics: Producer Spotlight

Isabel Williams: On Following Your Passion & Not the Trends

Posted on March 24, 2020

What motivates your team to show up on a Saturday when it’s not required? Florida Loan Officer Isabel Williams shares how staying true to her mission of “helping people of color increase ownership inside of my community” motivates her partners and processors to be all the way bought in. Listen to why Isabel isn't pursuing re-fi business and how rescuing deals has become what she was meant to do.

"It's about helping people who had been turned down. Taking them from crying about losing their house to crying about getting into their new home.”

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Topics: Producer Spotlight

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