Feeling overwhelmed by all the updates you need to give clients and agents? Let’s simplify it. I’ve learned that turning routine updates into “Just Ask Updates” not only streamlines the process but also helps you generate relational referrals along the way.

The key is to deliver clear communication that assures both clients and agents that everything is on track. Here’s the magic phrase:
“We’re on track for a smooth and flawless closing.”

This phrase addresses what everyone really wants to hear and keeps the call short—just three minutes instead of ten. If questions arise, you can delegate the details to your team while keeping the conversation focused. Then, at the end of the call, ask for the business. For agents, try: “Who have you run into recently that I can help get preapproved?” For clients, use the 3×3 ask: “Could I count on you to refer friends, family, or coworkers looking to buy, sell, or refinance?”

When you combine effective updates with a simple ask, you’ll not only reduce overwhelm but see up to a 20% increase in fundings. Ready to take your updates to the next level? Let’s make it happen.

Did you know that beating 90% of your competition can be boiled down to just two things? It’s not complicated, but it requires focus and consistency. Here’s the game-changer:

1. Show up. Simply by showing up, you automatically eliminate 50% of your competition.
2. Show up with a great attitude. Adding a positive mindset helps you surpass an additional 40% of competitors.

“Attitude’s a choice. It’s not what happens to me, it’s what happens in me.” 

If you’re wondering how to stay consistent and keep your attitude in check, we’ve got you covered. The Loan Officer Breakfast Club, led by industry pros like Frank Garay and Carl White, is designed to help you build habits that win. It’s free and happens every weekday morning—because success starts with showing up.

Ready to take your game to the next level? Watch the full video for insights on consistency, mindset, and how to crush your daily goals.

Let’s face it—getting asked, “What makes you different?” can be a tough question to answer without stumbling or sounding boastful. But here’s a simple, professional way to stand out:

When someone asks why they should work with you, confidently start with:
“What I’m known for is…”

This phrase shifts the focus to your unique strengths and value. For example, I say, “What I’m known for is my ability to help realtor partners make even more money through our real-time referral program.” From there, I ask, “Would you like for me to show you how?” It turns a potential awkward moment into a real conversation about what sets you apart.

If you’re not sure how to define your own “What I’m known for,” send an email to support@loanofficerleadership.com for my list of 101 reasons why realtors should work with you. It’s my gift to you—and it’ll help you position yourself as the go-to choice for your partners.

Start practicing this approach today, and you’ll have your agents saying, “Whoa, tell me more!”

I was just talking with Jared Manley, who added five loans to his pipeline in one week by making one simple change: he started asking for the business. Jared joined my eight-week boot camp with one goal in mind: to master the art of asking. He was making calls, having great conversations, but consistently missing the key step of clearly asking agents and buyers for their business.

Over the weeks, Jared developed the discipline of ending every call with a clear call to action—no exceptions. The results? By week eight, he had skyrocketed to 95% consistency in asking for the business and was seeing results like never before. As Jared said, “Now I don’t get off the phone unless I’ve asked for the business.”

Here’s my challenge to you: When you’re making your calls, don’t just do the work—finish strong. Ask for the business. If you need help with scripts, strategies, or accountability, check out the Loan Officer Success Boot Camp. Click the link and let’s work together to take your results to the next level.

If Jared can do it, you can too.

Tara McCafferty’s story is incredible. Fourteen closings in the next ten days. Sixty-seven percent of them are from a market where she didn’t know a single person. Just 14 weeks ago, she relocated her family from Reno, Nevada, to Jacksonville, Florida, starting completely from scratch—and now she’s thriving.

How did she do it? Consistency and understanding the math. Tara committed to making over 200 outbound calls each week and created a clear plan. Each day has a theme: Mondays for agents, Tuesdays for clients in process, Wednesdays for the database, and so on. By sticking to her plan, taking massive action, and leaning into a supportive community, she built incredible momentum in just a few months.

Tara’s success shows that with focus, discipline, and the right strategy, you can achieve big results—even in a brand-new market. If you’re ready to create your own breakthrough, check out the Loan Officer Success Boot Camp to learn the math, skills, and discipline it takes to win.