Where can I find previous coaching calls?

Join today's coaching call to see how my loan officers conduct loan selection meetings. This meeting is designed to: 1. Reduce the chance of clients shopping once under contract 2. Increase your margins 3. Make the closing process smoother Today at 12pm central time. Click on the Weekly Coaching on top of the community page to join. See you there.

I took @Sam Abazari Lead Tracker and collaborated with Claude to make some updates: -Added the normal lead 8 lead sources you may be used to from Coaching - RLTR, PF, BUS etc -In the lead sheet, the 4 statuses (Working, Preapproved, Dead and Funded) change the cell color. So you can focus on the Working and Preapproved to see who you need to follow up with -To make the numbers correct, say you pre-approved someone and they went somewhere else (Sucks but happens). You still have to keep them as Pre-approved vs moving to Dead otherwise the percentages aren't correct. They were "Pre-approvable", which is really what we should optimize for; engaged leads. Hope you find it useful!

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.