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Beyond The Rate Sheet

Podcast by Carl White and Jason Perkins

English

Business

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About Beyond The Rate Sheet

Welcome to Beyond the Rate Sheet, your resource for industry insights and innovative strategies to improve your origination business. This podcast is designed to help loan officers in revolutionizing their business improving your performance in every way. Each episode features in-depth discussions on an array of topics, from marketing strategies to technology integration, regulatory compliance to customer service, and everything in between. We bring you exclusive interviews with industry leaders, veterans, and innovative disruptors, all sharing valuable experiences and practical tips that you can implement right away.

All episodes

7 episodes

episode The Secrets of a Successful Loan Officer artwork

The Secrets of a Successful Loan Officer

Welcome to Beyond the Rate Sheet, hosted by Jason Perkins and Carl White. In this episode of Beyond the Rate Sheet, hosts Jason Perkins and Carl White are joined by special guest Angelo Datsaris, a top producing loan officer from Charlotte. The conversation dives into Angelo's expertise and the valuable insights he brings to the table. Angelo's knowledge, wisdom, and successful business-building strategies are highlighted, making this episode a must-listen for anyone in the mortgage industry. Tune in to learn from Angelo and engage in a lively discussion with the hosts. Don't forget to subscribe to the Beyond the Rate Sheet Podcast so you'll never miss an episode! Join us on the Loan Officer Breakfast Club zoom meetings here [https://mortgagemarketinganimals.com/loan-officer-breakfast-club/].

3 Oct 2023 - 45 min
episode Mastering Communication: The Teach, Tell, Touch, Sell Formula artwork

Mastering Communication: The Teach, Tell, Touch, Sell Formula

Welcome to Beyond the Rate Sheet, hosted by Jason Perkins and Carl White. In this episode, Carl and Jason discuss a formula called "teach, tell, touch, sell" that can be used in communications to avoid being salesy and build relationships with clients. They explore the balance between teaching and asking for business, as well as how much personal information to share. This formula can be applied to various communication channels such as text, email, and videos. Tune in to learn how to effectively engage with clients without coming across as too sales-oriented. Don't forget to subscribe to the Beyond the Rate Sheet Podcast so you'll never miss an episode! Join us on the Loan Officer Breakfast Club zoom meetings here [https://mortgagemarketinganimals.com/loan-officer-breakfast-club/].

19 Sep 2023 - 10 min
episode The Importance of Working on Your Business artwork

The Importance of Working on Your Business

Welcome to Beyond the Rate Sheet, hosted by Jason Perkins and Carl White. In this episode of Beyond the Rate Sheet, co-hosts Carl White and Jason Perkins interview Brian Marchin, a successful loan officer from Albany, New York. Brian shares his journey in the industry and discusses how he has grown his business by cutting through the noise and overcoming adversity. He highlights his effective use of Bonzo and his personalized approach to conversations and relationships. Tune in to learn from Brian's trailblazing strategies and insights. Don't forget to subscribe to the Beyond the Rate Sheet Podcast so you'll never miss an episode! Join us on the Loan Officer Breakfast Club zoom meetings here [https://mortgagemarketinganimals.com/loan-officer-breakfast-club/].

12 Sep 2023 - 35 min
En fantastisk app med et enormt stort udvalg af spændende podcasts. Podimo formår virkelig at lave godt indhold, der takler de lidt mere svære emner. At der så også er lydbøger oveni til en billig pris, gør at det er blevet min favorit app.
En fantastisk app med et enormt stort udvalg af spændende podcasts. Podimo formår virkelig at lave godt indhold, der takler de lidt mere svære emner. At der så også er lydbøger oveni til en billig pris, gør at det er blevet min favorit app.
Rigtig god tjeneste med gode eksklusive podcasts og derudover et kæmpe udvalg af podcasts og lydbøger. Kan varmt anbefales, om ikke andet så udelukkende pga Dårligdommerne, Klovn podcast, Hakkedrengene og Han duo 😁 👍
Podimo er blevet uundværlig! Til lange bilture, hverdagen, rengøringen og i det hele taget, når man trænger til lidt adspredelse.

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