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Unlock More Deals with This Simple Database Strategy

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Manage episode 478882580 series 3661429
Content provided by Carl White. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Carl White 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.

Are you sitting on a goldmine without even knowing it? In this episode of the Loan Officer Breakfast Club, Chris Johnstone dives deep into one of the most overlooked growth levers in the mortgage industry—your database. Learn how to organize, engage, and convert your contacts using a simple, scalable system powered by AI. Chris breaks down four high-value opportunities sitting right inside your CRM—repeat business, referrals, five-star reviews, and new referral partnerships. Plus, see how custom GPTs are being used to provide immediate value to clients and generate business in real time.

Stick around for wins from the community, tips for new LOs, and insights that can help you get ahead as rates start to shift. If you're looking to stay top-of-mind, build loyalty, and create consistent lead flow, this one’s packed with actionable takeaways.

LIVE Zoom Meeting Access: https://www.BreakfastClubZoom.com

Free Strategy Call for Loan Officers: https://www.MortgageTrainingCall.com

Learn More About Us: https://www.MortgageMarketingAnimals.com

  continue reading

12 episodes

Artwork
iconShare
 
Manage episode 478882580 series 3661429
Content provided by Carl White. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Carl White 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.

Are you sitting on a goldmine without even knowing it? In this episode of the Loan Officer Breakfast Club, Chris Johnstone dives deep into one of the most overlooked growth levers in the mortgage industry—your database. Learn how to organize, engage, and convert your contacts using a simple, scalable system powered by AI. Chris breaks down four high-value opportunities sitting right inside your CRM—repeat business, referrals, five-star reviews, and new referral partnerships. Plus, see how custom GPTs are being used to provide immediate value to clients and generate business in real time.

Stick around for wins from the community, tips for new LOs, and insights that can help you get ahead as rates start to shift. If you're looking to stay top-of-mind, build loyalty, and create consistent lead flow, this one’s packed with actionable takeaways.

LIVE Zoom Meeting Access: https://www.BreakfastClubZoom.com

Free Strategy Call for Loan Officers: https://www.MortgageTrainingCall.com

Learn More About Us: https://www.MortgageMarketingAnimals.com

  continue reading

12 episodes

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