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Loan Officer Success Partner

Devin Dubuc, Coach Rick Koenig

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The Loan Officer Success Partner Podcast gives you information from a variety of mortgage experts with hands-on knowledge. Premier Lending 3109 Blue Lake Drive, Suite 215 Charlotte, NC 35243 NMLS #238143 Copyright Β© 2025 Premier Lending, Inc. All rights reserved. | AZ Lic# 1002240 For licensing information, please visit the website link: www.nmlsconsumeraccess.org Social Media Links: Facebook: www.instagram.com/thedubucteam Instagram: www.facebook.com/thedubucteam/ YouTube: www.youtube.com/@ ...
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β€œYou have to do the work.” πŸ’₯ That’s the message from Minnesota-based loan officer Allison Larson in this game-changing episode. 🎧 Allison shares how cold calling helped her build powerful realtor relationships and why knowing your numbers is non-negotiable for success. πŸ”₯ Key takeaways: πŸ“ˆ Track your metrics like a CEO πŸ“ž Cold calls still convertβ€”when…
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🚨 β€œI was a refi queen.” But today, Sherry Riano is building a mortgage empire rooted in relationships, coaching, and community. πŸ’₯ In this episode, Sherry dives into how she shifted her entire mindset to go from refi-focused to purchase-drivenβ€”and how YOU can do the same. πŸ§ πŸ’Ό πŸ”‘ Why coaching is non-negotiable in today’s market πŸ”‘ How AI supports your b…
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🚨 Are your goals still on track this year? Or are you just hoping they’ll work out? In this episode, Devin Dubuc and Coach Rick drop πŸ”₯ insights for loan officers who want to finish the year strong. βœ… Reassess your goals at the halfway mark βœ… Set non-negotiables that drive real results βœ… Build agent relationships that fuel growth βœ… Use social media …
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πŸ† LEGENDS COLLIDE: When Sports Icons Become Homeownership Heroes! This conversation will give you CHILLS! Jimmy Ellis (NFL/Boxing legend) and Shawn King are on a mission that goes way beyond sports - they're helping families build generational wealth through innovative homeownership solutions! 🏠πŸ’ͺ Jimmy's journey: Pop Warner β†’ NFL β†’ Boxing β†’ Changin…
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πŸ”₯ Cold calling doesn’t have to feel cold… when you do it right. In this episode, Devin Dubuc and β€œMagic Mike” Cardascia break down what’s really working in today’s mortgage and real estate space. Whether you're new to the game or ready to scale, this conversation is packed with tactical takeaways: βœ… The 5 essential pillars of lead generation βœ… How …
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β€œRetr is Better” πŸ”₯ Tired of clunky CRMs and weak partnerships? Meet Steven Wynands, the engineer-turned-real-estate-disruptor behind Retr β€” the platform transforming how loan officers and realtors work together. πŸ’Όβœ¨ πŸš€ Built to boost relationships, streamline systems, and actually look good doing it 🧠 Backed by user feedback + designed with experienc…
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Meet Nate Carver - the mortgage pro who's literally saving lives while closing deals! 🏠✨ This conversation goes WAY beyond mortgages. From late-night Uber rides that led to rescuing trafficking victims to funding rescue operations nationwide, Nate's story will blow your mind. πŸ”₯ What we're diving into: β€’ How relational lending destroys transactional…
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πŸš€ COMING SOON: The Tech Revolution Every Loan Officer Needs to See! Get ready to meet Brad Brondt - the mortgage industry innovator who's changing the game with Cerberus CRM! πŸ€– Brad started during the 2009 financial crisis (talk about baptism by fire!) and didn't see a paycheck for 6 months. Fast forward to today - he's built a CRM system that's re…
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🚲 β€œI didn’t have a car… or anything.” Ashley Bedford’s story is what hustle really looks like. From riding a bike in Florida at 18 to becoming one of the area’s top-producing loan officers, Ashley shares the raw, unfiltered journey in this episode with Devin Dubuc. πŸ”₯ Key lessons from Ashley’s rise: πŸ“Œ How early challenges built resilience and drive …
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πŸŽ₯ β€œIf we can do it, anybody can.” The Mortgage Dadsβ€”Travis Newton and James Swiftβ€”went from local pros to social media standouts by leaning into authenticity, consistency, and community πŸ’₯ In this episode, they reveal: βœ… How creating 1,000 videos a year changed their business βœ… The 80/20 rule that keeps their content fresh and relatable βœ… How suppor…
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🎀 β€œYou got to do it with joy.” From the sportscaster mic to the mortgage desk, Adam Neft proves that authenticity, passion, and community are game-changers in this business. In this episode, Devin Dubuc uncovers the marketing and mindset moves that have made Adam a standout LO. πŸ† Here’s what you’ll learn: πŸ’‘ How to brand mortgage products in relatab…
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🏠 MARKET REALITY CHECK 🏠 The headlines are saying there are 500K more sellers than buyers nationwide, but what's ACTUALLY happening on the ground? Our latest episode breaks down: βœ… Why Charlotte homes are still appreciating 2-4% annually βœ… Days on market: 39-44 days (vs 90-130 pre-2019!) βœ… The difference between data models vs real market activity …
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πŸ’‘ β€œSocial media in 2025 is your business card.” πŸ’‘ In this high-impact episode, Devin Dubuc sits down with Coach Rick Koenig to break down the mindset and methods of top-tier loan originators. Here’s what separates the pros from the pack: βœ… Deep product knowledge & guideline mastery βœ… Building real trustβ€”not just surface connections βœ… Leveraging soc…
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"No likes? No problem. The right people are still watching" πŸ‘€πŸ”₯ In this fire episode, we sit down with Dan Smrokowski of WinSocial to break down what real success on social media looks like for loan officers and mortgage pros. Spoiler alert: it's not about going viral β€” it’s about being visible, consistent, and authentic. πŸš€ Why 1:1 relationship-buil…
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🎯 STOP getting paralyzed by too many "good ideas" If your mortgage business isn't where it needs to be, you don't need another shiny object strategy. You need to master the FOUNDATION first: βœ… Your database (past clients, friends, family) βœ… Google presence (reviews + visibility) βœ… Social media power hour (be SOCIAL, not just present) Coach Rick bre…
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β€œThis is an investment in your financial future.” πŸ’°πŸ‡ΊπŸ‡Έ In this powerful episode, we sit down with Kobi Rex of Premier Lending, a mortgage expert with deep roots in military service and a passion for helping veterans and families achieve homeownership. 🏑 βœ… Discover how Kobi’s military background fuels his mission to serve the veteran community. βœ… Lea…
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β€œAI won’t replace youβ€”but someone using it might.” In this episode, Devin Dubuc and Toni Taylor dive into how AI is transforming the mortgage industryβ€”not by replacing humans, but by enhancing relationships. πŸ€πŸ’‘ Here’s what you’ll learn: πŸ”§ How to streamline your workflow with AI tools like Zapier & FinLocker πŸ’¬ Why human interaction still reigns, eve…
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Join host Devin Dubuc as he spotlights Jerry Holcomb from Premier Lending, a seasoned loan officer who transitioned from IBM mainframe development to helping families build generational wealth through homeownership since 2003. In this comprehensive episode, Jerry shares his passion-driven approach to lending and breaks down game-changing strategies…
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"Trust is built in small cap promises.” Are you still waiting for referrals to grow your business? That strategy might not cut it for the next gen loan officer. In this game-changing episode, Devin Dubuc and Brian Vieaux break down: ➑️ Why showing up physically and digitally is no longer optional ➑️ How early trust-building boosts long-term custome…
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β€œFailure is not an option.” That’s the mindset Laura Witte lives byβ€”and it’s what helped her rise as one of Georgia’s top female mortgage originators. πŸ’Ό In this inspiring episode, Laura shares: βœ”οΈ How her early struggles shaped her mission βœ”οΈ Why she founded Truth and Lending to promote fairness βœ”οΈ The mindset shifts that changed everything βœ”οΈ How …
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πŸ“’ NEW EPISODE ALERT: The Coach's Corner is back with Devin and Rick dropping gems on building a sustainable mortgage business! Are you waiting until you're desperately short-staffed to start recruiting? Big mistake! In today's episode, we break down why you should ALWAYS be interviewing for key positions - even when you don't have immediate opening…
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Ever wonder how top loan officers deliver exceptional service WITHOUT burning out? Meet @LoneGuySD (Sam May), the creator of HomPwr - the mortgage tool built BY loan officers FOR loan officers. In this power-packed episode, Sam reveals: β€’ Why confusion kills mortgage deals (and how his tool creates clarity) β€’ The "11-minute legend" method that gets…
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Meet Denise Panza, who went from kindergarten teacher to LinkedIn mortgage superstar writing loans in 15 states! On today's Loan Officer Success Partner podcast, Denise shares: β€’ How getting her salary cut unexpectedly launched her 30-year mortgage career β€’ Why she's earned business from complete strangers who recognize her from LinkedIn β€’ Her simp…
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Stop sending boring "HBD" comments! πŸŽ‚ In today's Coach's Corner, Coach Rick and Devin break down how one simple birthday video message can transform your social media game and get you in front of more real estate agents. The algorithm loves it when you: β€’ Send personalized video messages instead of generic text β€’ Connect via DMs (not just wall post…
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Change is comingβ€”are you ready to thrive? πŸ’₯ In this powerful episode, Mr. Dooboo and Coach Rick break down the shifts shaking up the mortgage worldβ€”and how YOU can stay ahead. πŸ”₯ Here’s what you’ll walk away with: ➑️ Why embracing change is the #1 skill in today’s market ➑️ How tech enhances (not replaces) real relationships 🀝 ➑️ What to look for in…
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Is your company helping you growβ€”or holding you back? In today’s volatile mortgage market, who you align with matters more than ever. πŸ” Devin Dubuc and Coach Rick Koenig unpack how to evaluate your company’s support, leadership, and culture so you’re not left behind when the next shift hits. πŸ“ˆ Your growth depends on the people behind you. πŸ‘‰ Hit the…
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From custom subwoofers to leading product at Zillow?! 🎯 In this episode, Devin sits down with Joey Martin, a tech-savvy entrepreneur whose wild career path spans from bending rebar to scaling Zillow’s NYC office to 180+ employees. πŸ”§ How car audio taught him to engineer for precision 🏒 What it was like launching Premier Agent in NYC 🀝 Why most busin…
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Mastering the Art of Follow-Up in Real Estate πŸ“ž In this insightful episode, Devin Dubuc and Coach Rick explore the key role of follow-up calls, technology, and social media in building lasting client relationships. Discover how consistent engagement and genuine interactions can transform your real estate business. 🎧 Tune in now to elevate your clie…
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Your Next Deal Is Already in Your Database! In this Coaches Corner episode, Devin Dubuc and Coach Rick break down proven strategies for staying top of mind in the mortgage business. βœ… Reconnect with past clients βœ… Leverage tech tools to find lost contacts βœ… Make personal outreach a habit βœ… Ask for referrals the right way βœ… Strengthen agent and part…
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"You don’t have to go at it alone." In this episode, Devin Dubuc sits down with Jack Mann, a rising force in the mortgage world, to talk sales, trust, teamwork, and growth. Jack shares how consistent communication, daily practice, and support systems have shaped his success as a loan officerβ€”from North Carolina to Birmingham. Whether you’re new to …
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Follow-up isn't just a stepβ€”it’s the key to success in real estate and mortgages! In this episode, Devin Dubuc and Coach Rick Koenig dive into the power of client engagement, the art of future casting, and why a personal touch makes all the difference. Learn how structured follow-ups, transparent communication, and consistent outreach can turn lead…
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In this conversation, Devin Dubuc and Coach Rick dive into the power of Customer Relationship Management (CRM) systems in real estate and beyond. From streamlining communication to boosting accountability, the right CRM can be a game-changer for business growth. πŸ’¬ β€œThe best CRM? The one you’ll use.” πŸ”— Build stronger relationships through personaliz…
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From hairdressing to leading in the mortgage industry, Chastity Dyer shares how relationships, discipline, and a strong mindset fuel success. In this insightful conversation with Devin Dubuc, she breaks down the power of lead generation, networking, and consistency in a competitive market. πŸ’¬ β€œEvery lead is a gold nugget.” πŸ“² β€œOur phone is our moneym…
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πŸ”₯ NEW EPISODE ALERT! πŸ”₯ Join us as we welcome mortgage tech legend Derrick Doss, founder of mloflo, to the Loan Officer Success Partner podcast! In this value-packed episode, Derrick reveals how the right CRM system can transform your mortgage business from chaotic to streamlined. Learn how mloflo combines point-of-sale functionality, processing wor…
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In today's Coaches Corner, Devin and Rick reveal how to tap into your biggest untapped resource - your past client database! Did you know? Up to 70% of top producers' referrals come from their database and circle of influence. Yet so many of us leave this goldmine untouched! Key takeaways: β€’ How to reconnect with clients you haven't spoken to in YE…
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πŸ† Attention Loan Officers! Want to stand out from the crowd and win over top-tier real estate agents? 🀝 In this week's Coach's Corner, Devin and Coach Rick break down the ultimate strategy for building killer relationships with high-performing agents. Learn why consistent follow-up isn't just importantβ€”it's EVERYTHING. Key Takeaways: βœ… Target agent…
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πŸ“£ NEW EPISODE ALERT! 🏠 On this episode of Loan Officer Success Partner, host Devin Dubuc sits down with Miami's mortgage maven Rafael Amaro to discuss how he's become one of Premier Lending's top producers! Rafael shares his journey and reveals: β€’ Why he made the move to Premier Lending β€’ How he's closing loans others can't β€’ The game-changing 3.5%…
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MortgageCon 2025 just wrapped, and Coach Rick is bringing you the latest market insights you can't afford to miss! Join us as we break down Barry Habib's market forecast, revealing why smart buyers are making moves NOW instead of waiting for lower rates. Key takeaways: Why waiting for lower rates could cost your clients $30,800 in equity The real i…
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Meet Rick Loveall, the mortgage industry's "Ray Donovan" and resident tequila expert! πŸ₯ƒ From an accidental start in '87 to becoming a top branch manager, Rick shares his journey from art school student to mortgage fixer. Now he's launching "Mortgages & Margaritas" - a fresh take on real estate content where top agents talk business over premium teq…
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πŸ“ˆ Meet Dom Arias, the 6'7" former basketball player turned mortgage industry rising star! From growing up with 13 siblings to closing deals in Nebraska, Dom shares how his family values and competitive spirit drive his success. In this episode, Dom reveals: β€’ His unique path from California to Nebraska β€’ How his first-responder mindset translates t…
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πŸ“± Ready to unlock your database's FULL potential? Industry veteran Scott Hudspeth drops some serious knowledge about the "Law of 23" - every person in your database has 23 friends, family & coworkers ready to refer you... if they remember who you are! πŸ”‘ Key takeaways from this power chat: β€’ Create referral experiences, not just transactions β€’ Focus…
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🎯 Want to connect with top-producing real estate agents but don't know where to start? In this week's #CoachsCorner, we're breaking down: β€’ How to find agents doing 8+ deals/year β€’ Making that first call (without being awkward!) β€’ The FROG technique that builds instant rapport β€’ Why relationship-building beats cold leads "Everything comes back to r…
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🏠 Meet Bobby Zapol, the former pastry chef turned mortgage expert who's revolutionizing the lending game in Maryland! From managing $5M restaurants to guiding families through their home buying journey, Bobby brings his signature hospitality mindset to every transaction. His secret sauce? 100 calls a day, daily success planning, and treating every …
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Ever wonder why some loan officers connect instantly with realtors while others struggle? In this week's Coach's Corner, Devin and Coach Rick dive deep into discovering your authentic "why" - the story that drives everything you do. πŸ”‘ Key takeaways: β€’ Your "why" can double your connection rate with potential partners β€’ How to dig deeper than just "…
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Meet Pedro Maldonado, the visionary behind Su Casa Loans who's transforming the mortgage industry for Hispanic families 🏠✨ From learning English at 19 to becoming a top-performing loan officer, Pedro's journey is proof that dedication to community can create real change. His team doesn't just process loans - they spend months (sometimes years!) hel…
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Join Devin Dubuc and Coach Rick as they break down how to create an effective business plan in just 15 minutes. Learn how to set achievable goals, create non-negotiable time blocks, and transform your mortgage business in 2025. Plus, get access to their exclusive one-page business plan template! --------------- Premier Lending 3109 Blue Lake Drive,…
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