Win By Noon Friday Loan Officer Mastermind

At the midpoint of 2026, loan officers have a choice: drift through summer or use halftime to reset, refocus, and recommit. In this episode of the Win by Noon Friday Mastermind, Todd Bookspan, Deborah Byrd, and Dave Savage are joined by Michael Regan for a practical conversation on what is working right now for mortgage professionals. Michael shares a simple but powerful framework built around mindset, skill set, and tool set. He explains why many loan officers do not need more ideas or more tools. They need to review their data, prune what is no longer working, and execute the fundamentals with more consistency. The group discusses the K-shaped reality in today’s housing market, why some producers are thriving while others feel stuck, how to run a halftime business review, and how to use the KISS framework: Keep, Improve, Start, Stop. You’ll also hear how to identify “sucker branches” in your business, including referral relationships or activities that look productive but quietly drain your time and capacity. The second half is still ahead. This episode will help you step back onto the field with a clearer plan. 🔗 Links mentioned in this episode: Building Champions Experience: https://www.buildingchampions.com/bce Check out Michael Regan's Building Bigger Lives Podcast on these platforms: YouTube: https://www.youtube.com/channel/UCKELF7Qkhb7gWyxxVGGfVpw  Spotify: https://open.spotify.com/show/7bVy2Ofm24QJsiGyR6qz9W  Apple Podcast: https://podcasts.apple.com/us/podcast/building-bigger-lives/id1727039575  Win Now podcast episode on productivity: https://youtu.be/jf31l1Mjk8E Join the live Friday Mastermind: https://winbynoon.com/fridaymastermind/  Join the Win By Noon Mastermind Facebook Group: https://www.facebook.com/groups/WinByNoonUserMastermindGroup/ Subscribe for weekly mortgage mastermind conversations designed to help loan officers build stronger habits, better systems, and more consistent production. Follow Todd Bookspan, Dave Savage, and Deborah Byrd on Instagram! Todd Bookspan: https://www.instagram.com/toddbookspan/  Dave Savage: https://www.instagram.com/davesavagecode/ Deborah Byrd: https://www.instagram.com/deborahabyrd/ If you missed any of the previous Mastermind episodes, you can watch/listen to them from our YouTube playlist, Spotify, or Apple Podcasts. YouTube: https://youtube.com/playlist?list=PLARnLPM7ghYnef2sQOMmRZVONk8ahsuip&si=6PUGjDsKh78Y_tXE Spotify Podcast: https://open.spotify.com/show/4WhL8jsD4znkEzC7NWTR6R Apple Podcast: https://podcasts.apple.com/ph/podcast/win-by-noon-friday-loan-officer-mastermind/id1896277080   Powered by Win By Noon  

In this Win by Noon Friday Mastermind episode, Todd Bookspan is joined by Deborah Byrd and Jeremy Forcier for a practical conversation on how loan officers can turn everyday client conversations into more trust, better follow-up, stronger content, and more referral opportunities. Jeremy shares his framework for taking one question, objection, or market concern and using it across multiple channels, including video, email, text, social media, realtor updates, landing pages, and autoresponders. You’ll hear how to identify the conversations worth repeating, how to separate real objections from perceived objections, why proactive education improves conversion, and how one simple Zoom script can turn a phone call into a stronger client experience. Jeremy also shares the weekly activity standards he tracks, including points of contact, meaningful face-to-face meetings, gratitude touches, mass communication, and business-related social posts. For loan officers and mortgage professionals who want practical ways to create more opportunities from the conversations they are already having, this episode is packed with usable ideas. 🔗 Links mentioned in the episode: If you haven’t yet, you can follow Jeremy on Instagram: https://www.instagram.com/jeremyforcier/ Explore Jeremy's coaching program and download his free tracker: RIZEco website: https://rizeco.com/ RIZEco YouTube channel: https://www.youtube.com/@RIZEcoTV Landing page Jeremy created through Manus ai: https://iranconflict-jeremyforcier.manus.space/ How to turn 1 loan app into weeks of content: https://www.instagram.com/p/DWj4aSfAXBY/?img_index=1 Win by Noon Journal Prompt today:  https://www.instagram.com/p/DZfjh27mlvV/   Join the live Friday Mastermind: https://winbynoon.com/fridaymastermind/   Follow Todd Bookspan, Dave Savage, and Deborah Byrd on Instagram! Todd Bookspan: https://www.instagram.com/toddbookspan/ Dave Savage: https://www.instagram.com/davesavagecode/ Deborah Byrd: https://www.instagram.com/deborahabyrd/   If you missed any of the previous Mastermind episodes, you can watch/listen to them from our YouTube playlist, Spotify, or Apple Podcast. Youtube: https://youtube.com/playlist?list=PLARnLPM7ghYnef2sQOMmRZVONk8ahsuip&si=6PUGjDsKh78Y_tXE Spotify Podcast: https://open.spotify.com/show/4WhL8jsD4znkEzC7NWTR6R Apple Podcast: https://podcasts.apple.com/ph/podcast/win-by-noon-friday-loan-officer-mastermind/id1896277080   Powered by Win By Noon

In this episode of the Win by Noon Friday Mastermind, Todd Bookspan and the co-host team welcome Kristin Dail, a Dallas-based mortgage advisor with Rate, for a practical conversation on building confidence in a competitive market. Kristin shares how she helps buyers and real estate agents win through better preparation, stronger strategy, and clear communication. She explains why loan officers need to stop relying on rate as their main value proposition, how she trains agents to send buyers earlier in the process, and why getting clients comfortable with the numbers before they shop can prevent fear, hesitation, and contract fallout. Kristin also opens up about a difficult season in 2023 when she almost left the business, and how recommitting to the basics helped her rebuild momentum. She breaks down her weekly rhythm for realtor calls, pipeline review, pre-approval follow-up, past-client touches, and buffer time. You’ll also hear how Kristin uses events, Instagram broadcast channels, technology, AI, and community to grow while protecting her family time and staying focused on the relationships that matter most. If you are a loan officer, mortgage advisor, real estate agent, or mortgage leader looking for a more grounded way to grow in today’s market, this episode is full of practical ideas you can use right away.   Want to catch up on our next episode? Join the live Friday Mastermind: https://winbynoon.com/fridaymastermind/   Connect with Kristin: https://www.rate.com/loan-officers/kristin-dail-488313 Or Follow her on Instagram: https://www.instagram.com/kristin.dail Join Women’s Mortgage Mastermind Facebook Group: https://www.facebook.com/groups/1344529787549733   Follow Todd Bookspan, Dave Savage, and Deborah Byrd on Instagram! Todd Bookspan: https://www.instagram.com/toddbookspan/ Dave Savage: https://www.instagram.com/davesavagecode/ Deborah Byrd: https://www.instagram.com/deborahabyrd/ Check out the Loan Officer Mastermind by Win By Noon podcasts: Spotify Podcast: https://open.spotify.com/show/4WhL8jsD4znkEzC7NWTR6R YouTube Podcast: https://youtube.com/playlist?list=PLARnLPM7ghYnef2sQOMmRZVONk8ahsuip&si=6PUGjDsKh78Y_tXE   Powered by Win By Noon

In this Win by Noon Friday Mastermind, Todd Bookspan is joined by performance coach Jonathan Roach and Dave Savage for a powerful conversation on mindset, energy, gratitude, and persistence in today’s mortgage market. Jonathan shares why every loan officer is their own “head coach,” how to build energy and enthusiasm before serving clients and referral partners, and why the effort-to-results gap is where many careers are either strengthened or stalled. This episode is a reminder to stop spectating on your potential, coach yourself like your best friend, stay consistent in your follow-up, and remember the resilience that has already carried you through hard seasons. Books mentioned in this episode:The Gap and The Gain: The High Achievers’ Guide to Happiness, Confidence, and Success by Dan Sullivan Learn more about Jonathan by visiting his LinkedIn and website: LinkedIn: https://www.linkedin.com/in/jonathan-roche-868a082 Check out Jonathan’s website: https://www.peaklockin.com/   Check out the Loan Officer Mastermind by Win By Noon podcasts: Spotify Podcast: https://open.spotify.com/show/4WhL8jsD4znkEzC7NWTR6R Apple Podcast: https://podcasts.apple.com/ph/podcast/win-by-noon-friday-loan-officer-mastermind/id1896277080 Follow Todd Bookspan, Dave Savage, and Deborah Byrd on Instagram! Todd Bookspan: https://www.instagram.com/toddbookspan/ Dave Savage: https://www.instagram.com/davesavagecode/ Deborad Byrd: https://www.instagram.com/deborahabyrd/   Join the live Friday Mastermind: https://winbynoon.com/fridaymastermind/

Justin Padron joins Todd Bookspan, Deborah Byrd, and Dave Savage on the Win by Noon Loan Officer Mastermind to share what is working right now for mortgage professionals who want to grow in a challenging market. Justin breaks down his “Moneyball Mortgage” approach to advising buyers, including how he uses seller concessions, buydown strategies, purchase price comparisons, and live mortgage presentations to help clients see the full financial picture. The conversation also covers lead conversion, rate shoppers, Realtor partner follow-up, listing agent outreach, team structure, delegation, morning routines, and how to reinvent your mortgage business by improving the opportunities already in front of you. This episode is a practical listen for loan officers who want to stop competing only on rate and start becoming the trusted advisor buyers and agents remember. Join the live Friday Mastermind: https://winbynoon.com/fridaymastermind/   Follow Todd Bookspan, Dave Savage, and Deborah Byrd on Instagram! Todd Bookspan: https://www.instagram.com/toddbookspan/ Dave Savage: https://www.instagram.com/davesavagecode/ Deborad Byrd: https://www.instagram.com/deborahabyrd/     Check out the Loan Officer Mastermind by Win By Noon podcasts: Spotify Podcast: https://open.spotify.com/show/4WhL8jsD4znkEzC7NWTR6R   Apple Podcast: https://podcasts.apple.com/ph/podcast/win-by-noon-friday-loan-officer-mastermind/id1896277080

Kevin Kauffman joins Todd Bookspan, Dave Savage, and Deborah Byrd for a powerful conversation on what it really takes for loan officers and real estate professionals to grow. Kevin shares his five truths of getting to the next level, including why most sales professionals do not have a lead problem, why your database is your business, and why your calendar is the most honest version of your business plan. The conversation also explores relationship building, masterminds, personal invitations, curiosity in the age of AI, discipline, database conversion, and how to add value to referral partners without making every interaction transactional. This episode is especially valuable for mortgage professionals who want to build stronger Realtor relationships, create more meaningful database conversations, and stop chasing easy when deeper work is what creates long-term growth.

In this episode of the Win by Noon Friday Mastermind, Sean Herrero joins Todd Bookspan, Dave Savage, and Deborah Byrd for a powerful conversation on mindset, decisive action, and building a mortgage business through service, courage, and one-to-many communication. Sean shares how the phrase “I wonder if…” has shaped his growth, why loan officers need to stop waiting until they feel ready, and how uncomfortable goals can create the pressure needed to perform. The group also discusses open house strategy, market update videos, agent webinars, personal accountability, and what it really means to be a mortgage advisor instead of an order taker. This episode is a challenge for every mortgage professional who knows what to do but has been waiting to take action.

In this Win by Noon Friday Mastermind, Todd Bookspan, Dave Savage, and Deborah Byrd welcome Kimberly Ryan, real estate leader, coach, mentor, speaker, and founder of Lions and Legends, for a powerful conversation on potential, identity, focus, and brave action. Kimberly shares why so many professionals live beneath their potential, how the “readiness myth” keeps people stuck, why your calendar is one of your greatest tools for eliminating distraction, and how one brave action can change your trajectory. This episode is for mortgage and real estate professionals who know there is more in them and are ready to activate it.

In this episode of the Win By Noon Friday Mastermind, Todd Bookspan, Dave Savage, Deborah Dubois, and Jeremy Forcier break down the real reason loan officers struggle—execution, not knowledge. Jeremy shares his 4P Framework (Position, Prepare, Perform, Protect) and practical strategies to improve client conversations, increase conversions, and stand out in today’s market. If you’re ready to stop overthinking and start winning, this episode is for you.

In this episode, we break down the biggest takeaways from the Modern Mortgage Summit and what they mean for loan officers right now. From the growing trust gap to the rise of AI-powered consumers, this conversation covers what top producers are doing to stay relevant and win more business. You will learn why consistency is the real problem for most loan officers, how storytelling is replacing traditional marketing, and what small changes can create a better client experience. If you want practical insights you can apply immediately, this episode delivers.

What does it take to close 40+ loans a month in today’s market? In this episode, Todd Bookspan, Dave Savage, and Deborah Bird sit down with top producer Matt Adler to break down the five daily strategies driving elite performance. You’ll learn: How to structure your day for maximum productivity Why practice separates top producers The importance of tracking the right numbers How relationships create long-term growth If you want more consistency, more clarity, and more closings—this episode is your blueprint.