SE01 E24 MASTERING RELATIONSHIPS IN MORTGAGE LENDING :LOAN OFFICER’S LIFE | Carly Roberts episode artwork

EPISODE · Feb 16, 2026 · 37 MIN

SE01 E24 MASTERING RELATIONSHIPS IN MORTGAGE LENDING :LOAN OFFICER’S LIFE | Carly Roberts

from Lend and Lead · host Sam Abazari

In this conversation, Carly Roberts shares her insights on being a successful builder loan officer, emphasizing the importance of building strong relationships with sales reps and clients. She discusses her unique approach to client interactions, the significance of work-life balance, and the strategies that have led to her impressive capture rate. Carly also reflects on her journey into the mortgage industry and offers valuable advice for aspiring loan officers.I hope you enjoy this episode! Give it a like, share, and subscribe to not miss the content coming your way weekly. – Sam and the Lend & Lead podcast teamConnect with Sam Abazari on LinkedIn: https://www.linkedin.com/in/samabazari/ Visit the Level Up LO community: https://www.skool.com/level-up-lo/about?ref=2cb859523a28420d8762609bd56c7694Listen to Lend & Lead on these podcast platforms: Spotify: https://open.spotify.com/show/1RQyoXtGzt5yOC9TZjYvBk Apple Podcasts: https://podcasts.apple.com/us/podcast/lend-and-lead/id1832440770 Amazon Podcasts: https://music.amazon.com/podcasts/9605275b-9baf-4ea7-a6a5-14740bfc92ff/lend-and-lead#loanofficer #mortgagebroker #realestateprofessionals #leadgeneration #salescoaching #mortgageloans #mortgagetips #realtorrelationships #loansales #lendingindustry #closemoredeals #usrealestate #mortgagecareer #referralstrategies #loanofficercommunity #lendandleadLend & Lead is a podcast for loan officers who want to grow, win more business, and stay ahead in today’s mortgage market. Hosted by Sam Abazari, each episode features honest conversations, practical sales tips, and real stories from the front lines of lending. Whether you’re new to the industry or a seasoned pro, you’ll find ideas you can actually use - from building stronger realtor partnerships to generating more consistent leads and getting to the closing table faster. Sam also runs the Level Up LO community, where he shares free content and tools to help loan officers take action and level up their results. Tune in weekly, and get the support, strategy, and mindset you need to lead in your market; no fluff, just what works.

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SE01 E24 MASTERING RELATIONSHIPS IN MORTGAGE LENDING :LOAN OFFICER’S LIFE | Carly Roberts

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