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Free goodwill that will pay in spades
One of the best things you can do for a fellow loan officer is point them toward the right information at the right time. If you know someone who is grinding, frustrated, or just looking for a better way to build their business, this community exists for them. The frameworks, tools, and conversations inside have helped a lot of loan officers build a better business and a better life. If someone comes to mind, share the link with them: https://www.skool.com/level-up-lo/about Thank you for being here. And thank you for helping others find their way here too.
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Welcome - Start Here
You made it. Let's get to work. This community exists for one reason: to take you from wherever you are right now to 10 loans a month, working 25 to 35 hours a week, and making $500k-$1M/yr. Not grinding harder. Working smarter, with a system that actually holds up. Step 1 — Watch The Promise video before anything else. It covers the core philosophy behind everything we do here and what you're actually signing up for. Watch it once. Then watch it again if you need a reminder on your journey. Step 2 — Introduce Yourself. Drop a post in the community. Tell us where you're at, where you want to be, and what's been holding you back. This isn't just a formality, the people in here will become some of your biggest assets. Step 3 — Go through the Classroom. The content in the classroom is the program. Go through it in order, implement as you go, and share your progress. The members who get the most out of this are the ones who treat it like a roadmap, not a resource library. One ask from me: Show up. Engage. Lift other members up when you see them winning. That's what keeps a community like this worth being in. --- If you've got a loan officer friend who's been stuck in the 1–4 range and ready to change that, send them this link: skool.com/level-up-lo And since I've got your attention — if you want the system done for you, DM me. I'll leave it at that. 😄 — Sam
How to Win Open Houses - Part 2 featuring Andrew Chavez
This master piece capped our open house series! Here is what we covered: 1. Why open houses are so effective 2. Mindset to win open houses 3. Open house math 4. What to do after the open house 5. How to conduct the meeting 6. How to follow up after the meeting 7. Establishing your LVP (Lender Value Proposition) 8. How to communicate your LVP 9. Art of story telling
How to Win Open Houses - Part 2 featuring Andrew Chavez
How to Win Open Houses - Part 1 featuring Andrew Chavez
This one was a good one! Here is what we covered: 1. Why open houses are so effective 2. Mindset to win open houses 3. Open house math 4. How to identify the right open house 5. How to schedule your open houses 6. What to bring to the open 7. What to do at the open house Join us next week as Andrew will share what to do AFTER the open house.
How to Win Open Houses - Part 1 featuring Andrew Chavez
4 New Video Categories Are Now Live!
Hey everyone! I just uploaded a fresh series of training videos to the Classroom tab. If you’re looking to scale your production while actually getting your weekends back, these are for you. Here’s the breakdown of videos: 1. My Promise to You: The blueprint to hitting 10 loans/mo within a year, while maintaining a 200–300 BPS margin on a 25–35 hour work week. 2. Hiring a Rockstar Assistant: How to find and hire elite talent so you can stop doing the $15/hr tasks. 3. Lead Conversion Mastery: The exact 4-step process you need to follow to turn your leads into fundings. 4. The Money Models: A deep dive into the structures that allow you to consistently hit those 200–300 BPS targets. How to watch: Head over to the Classroom tab now to dive in. Once you’ve watched, shoot me a DM! I’d love to hear your biggest takeaway and how you're planning to apply it to your pipeline this month.
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10 Loans/Mo - Playbook for LOs
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