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Ep 17 | How to Increase Loan Volume: The Right Plan to Drive Massive Results with Kelly Marsh

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Manage episode 457482360 series 3627645
Content provided by Tim Braheem. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tim Braheem or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, Tim Braheem sits down with Mega-Producer and Leader Kelly Marsh of Cornerstone Mortgage. Kelly candidly shares her struggles with a significant drop in volume for 2022, how it negatively affected her team, and impacted her mindset.

Determined to thrive in 2023, Kelly shares how she resolved those issues, re-engineered her business, shifted her mindset and created an action plan centered around powerfully connecting and serving her Realtors and past Clients.

YOU WILL LEARN

- The Successful Lunch & Learn Strategy to Attract Realtors

- Why the Right Mindset is Critical

- How to Best Nurture and Generate Business from Past Clients

- Importance of One-on-One in Managing Staff

- Why Gratitude is a Critical Component to Success

WHO IS KELLY MARSH

Kelly has more than 25 years of experience in the mortgage industry. Kelly has been recognized annually by Scotsman Guide for Most Closed Loans, Top Purchase and Refinance Volume, and Top Dollar Volume. Her industry experience and vast knowledge has been featured in the Santa Barbara News-Press, Santa Barbara Independent, the trade journal Origination News, and other publications. Additionally, Kelly regularly facilitates seminars for real estate professionals.

ABOUT TIM BRAHEEM

With more than 25 years of experience as a highly successful mortgage professional, industry leader, educator, and life coach, Tim Braheem is committed to engaging with people on a deep level and helping them uncover the barriers they have placed in the way of having the level of success they deserve in both their business and personal lives.

➡️ JOIN NOW

THE LOAN ATLAS ► https://go.theloanatlas.com/membership

➡️ SUBSCRIBE

YOUTUBE ► https://www.youtube.com/@LoanAtlas

➡️ FOLLOW THE LOAN ATLAS

Instagram ► https://www.instagram.com/theloanatlas/

➡️ FOLLOW TIM BRAHEEM

Instagram ► https://www.instagram.com/tbraheem/

LinkedIn ► https://www.linkedin.com/in/timbraheem

  continue reading

68 episodes

Artwork
iconShare
 
Manage episode 457482360 series 3627645
Content provided by Tim Braheem. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tim Braheem or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, Tim Braheem sits down with Mega-Producer and Leader Kelly Marsh of Cornerstone Mortgage. Kelly candidly shares her struggles with a significant drop in volume for 2022, how it negatively affected her team, and impacted her mindset.

Determined to thrive in 2023, Kelly shares how she resolved those issues, re-engineered her business, shifted her mindset and created an action plan centered around powerfully connecting and serving her Realtors and past Clients.

YOU WILL LEARN

- The Successful Lunch & Learn Strategy to Attract Realtors

- Why the Right Mindset is Critical

- How to Best Nurture and Generate Business from Past Clients

- Importance of One-on-One in Managing Staff

- Why Gratitude is a Critical Component to Success

WHO IS KELLY MARSH

Kelly has more than 25 years of experience in the mortgage industry. Kelly has been recognized annually by Scotsman Guide for Most Closed Loans, Top Purchase and Refinance Volume, and Top Dollar Volume. Her industry experience and vast knowledge has been featured in the Santa Barbara News-Press, Santa Barbara Independent, the trade journal Origination News, and other publications. Additionally, Kelly regularly facilitates seminars for real estate professionals.

ABOUT TIM BRAHEEM

With more than 25 years of experience as a highly successful mortgage professional, industry leader, educator, and life coach, Tim Braheem is committed to engaging with people on a deep level and helping them uncover the barriers they have placed in the way of having the level of success they deserve in both their business and personal lives.

➡️ JOIN NOW

THE LOAN ATLAS ► https://go.theloanatlas.com/membership

➡️ SUBSCRIBE

YOUTUBE ► https://www.youtube.com/@LoanAtlas

➡️ FOLLOW THE LOAN ATLAS

Instagram ► https://www.instagram.com/theloanatlas/

➡️ FOLLOW TIM BRAHEEM

Instagram ► https://www.instagram.com/tbraheem/

LinkedIn ► https://www.linkedin.com/in/timbraheem

  continue reading

68 episodes

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