In this episode of Loan Officer Team Training, I have a special guest — my son, Kenny Duford! Kenny’s a loan partner, and we dive into the ins and outs of loan consultations and why having a dedicated loan partner can make all the difference for loan officers. We chat about his transition from banking to brokering, the importance of clear job descriptions, and how our WOW training program helps loan partners sharpen their skills. Kenny also shares his thoughts on creating a strong team culture, tackling call reluctance, and using checklists to keep the loan process running smoothly. Plus, we cover the power of building genuine client relationships and confidently asking for referrals. It’s a great conversation filled with practical tips to help your loan team thrive!

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Episode Highlights:

00:00 Introduction to Loan Consultation Dynamics

03:19 The Role of a Loan Partner

06:08 Transitioning from Banking to Brokerage

08:58 Defining Roles and Responsibilities

14:10 The WOW Training Overview

17:13 Building Team Culture and Communication

20:16 Overcoming Call Reluctance

22:53 Implementing Checklists for Success

26:04 Enhancing Client Relationships

28:57 Conclusion and Call to Action