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From Assistant to Agent Magnet: How Melissa Booked Meetings with Zero Track Record

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Manage episode 508334187 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://podcastplayer.com/legal.

Melissa transitioned from loan officer assistant to full-time LO in early 2025—and what she’s done in just a few months is nothing short of impressive. In this episode, she shares how she booked meetings with agents even without a personal production track record.

Her strategy? Walking. Literally.

Melissa invited agents to join her for morning walks—not pitch sessions, just casual, intentional conversations. By taking interest in their business, asking questions like “What’s one thing you’d change in your process right now?” and simply listening, she built trust and connection. These “walks” led to relationships. The relationships led to referrals. And now she’s already a top producer.

This episode is a must-watch for any LO starting fresh or struggling to connect with agents.

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

116 episodes

Artwork
iconShare
 
Manage episode 508334187 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://podcastplayer.com/legal.

Melissa transitioned from loan officer assistant to full-time LO in early 2025—and what she’s done in just a few months is nothing short of impressive. In this episode, she shares how she booked meetings with agents even without a personal production track record.

Her strategy? Walking. Literally.

Melissa invited agents to join her for morning walks—not pitch sessions, just casual, intentional conversations. By taking interest in their business, asking questions like “What’s one thing you’d change in your process right now?” and simply listening, she built trust and connection. These “walks” led to relationships. The relationships led to referrals. And now she’s already a top producer.

This episode is a must-watch for any LO starting fresh or struggling to connect with agents.

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

116 episodes

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