Spotlight Podcast
Summary – Interview with Nicole Rueth Nicole Rueth’s journey in lending, investing, and wealth-building demonstrates the transformative power of niche focus, consistent action, and value-driven leadership. Initially operating broadly, Nicole’s career accelerated when she narrowed her focus to a specific niche—creative, strategic, and scalable lending for investors—and positioned herself as an authority through education, data interpretation, and community engagement. Her early pivot from recruiting to becoming a “rainmaker” led her to create Agent Ignite, a recurring educational...
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Summary: Interview with Jared Polanski on Leveraging the New LOS System (More) for Mortgage Success In this training session, Jared Polanski shares his insights and practical strategies for leveraging the new Loan Origination System (LOS), More, and Salesforce to dramatically improve productivity, referral partner engagement, and client retention. Drawing from his experience as an early adopter and trainer, Jared emphasizes the importance of staying ahead of the curve by organizing data, segmenting contacts, and proactively reaching out at the right time. He outlines how the integrated system...
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Summary: Spotlight Interview with Trey Delgreco -Mastering "More" CRM for Mortgage Growth In this Spotlight Call, Trey Delgreco, Market Leader in Orlando for Movement Mortgage, shares his journey from junior loan officer to top producer and market leader, emphasizing how the CRM platform More (built on Salesforce) has been a pivotal tool in his business growth. Trey explains how adopting More—even in its simplest form—helped him improve organization, follow-up, and communication, ultimately generating new business, maintaining referral relationships, and driving long-term client loyalty....
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Summary: Interview with Joey — Building a Scalable Mortgage Business Through Simplicity, Systems, and Presence Joey, a former high school teacher turned high-performing loan officer, shares his rapid ascent in the mortgage world after transitioning from Movement Mortgage’s consumer-direct channel to a local retail model. In just two years, Joey grew from zero to over $37M in annual production. This growth came not through complex strategies, but by simplifying his workflow, leveraging automation, and staying laser-focused on meaningful client and referral partner interactions. His approach...
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Summary: Interview with Christina Lane – Scaling to 25 Loans a Month with Simplicity, Delegation, and Personal Connection In this powerful conversation, top producer Christina Lane shares her journey from processor to high-performance loan officer, consistently closing 25 loans per month with an average loan amount of $315k and over 8,000 people in her database. Christina attributes her success not to complex strategies or paid lead sources, but to a mindset of intentional simplicity, disciplined time management, consistent database engagement, and letting go of non-income-producing...
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Summary: Interview with Chris Conlon Chris Conlon, a seasoned mortgage professional and coachable high-performer, shares his return to mortgage production after years in executive management and how he’s built a thriving business using a disciplined, tech-savvy, and client-centric approach. Chris emphasizes the power of execution over inspiration—taking good ideas and methodically implementing them until they drive results. From transforming client communication with video and voice notes to leveraging data, refining workflows, and deploying consistent social media strategies, Chris...
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Summary: Interview with Adam Delmonico – Building a Scalable, Stress-Free Mortgage Business Through Systems, Discipline, and Overcommunication Adam Delmonico, a top-producing loan officer at Movement Mortgage with $72M YTD volume and 25–30 loans per month, shares his high-performance philosophy centered around clarity, consistency, and client experience. In this Spotlight Interview, Adam explains how his success is built on simple but powerful pillars: overcommunicating, setting expectations early, being radically organized, and building systems to remove friction and stress from the...
info_outlineSummary: Interview with Christina Lane – Scaling to 25 Loans a Month with Simplicity, Delegation, and Personal Connection
In this powerful conversation, top producer Christina Lane shares her journey from processor to high-performance loan officer, consistently closing 25 loans per month with an average loan amount of $315k and over 8,000 people in her database. Christina attributes her success not to complex strategies or paid lead sources, but to a mindset of intentional simplicity, disciplined time management, consistent database engagement, and letting go of non-income-producing activities.
She emphasizes that meaningful growth comes from learning to delegate, focusing on high-leverage conversations, and showing up fully for her clients, team, and family. Her team is small—just one LOA, one processor, and one marketing/TC—but her systems, mindset, and consistency allow her to generate massive volume without burnout.
5 Practical Application Steps from Christina Lane
1. Let Go of Non-Income-Producing Activities
"You have to figure out what you’re doing that doesn’t move the needle—and stop doing it."
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Delegate tasks like processing, chasing conditions, marketing, and scheduling to your team (or systems).
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Train your team to solve their own problems by asking, “What do you think we should do?” instead of stepping in every time.
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Focus your time exclusively on income-producing activities: talking to your database, nurturing referral partners, and moving deals forward.
2. Build a Massive, Inclusive, and Engaged Database
"Everyone I know—DoorDash drivers, church friends, insurance reps—goes into my database. Everyone needs a roof."
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Stop limiting your database to closed clients. Add every contact—friends, family, vendors, social media connections.
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Christina has 8,000+ people in her CRM and treats them as potential clients, referrers, or connectors.
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Use a CRM with automated newsletters, AMR (Annual Mortgage Review) triggers, and segmentation for ongoing touchpoints.
3. Engage Your Database with Authentic, Consistent Touches
"Annual Mortgage Reviews are #1. But we also send flowers, Sugar Wish gifts, and monthly newsletters."
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Leverage AMRs as your #1 referral and repeat business driver—use tech to trigger reminders and automate follow-up.
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Watch for life events (e.g. on Facebook) and send personal gestures like small gifts or notes.
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Send a monthly email newsletter (via Mailchimp or similar) with personal, local, and relevant updates—not just market stats.
4. Be Ruthless with Your Time: Treat It Like an 8-to-5 Job
"I was missing everything—my kids’ games, my life. Now I work 8 to 5, and I shut it down."
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Work with focused intention during business hours: no Netflix, no distractions, just income-producing activities.
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Use the “Eat That Frog” method (from Brian Tracy): tackle your hardest tasks first thing in the morning—especially delivering bad news or having tough conversations.
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Maintain work-life boundaries—even (and especially) if your spouse is your business partner.
5. Train Referral Partners to Send You the Right Clients
"I speak my ideal client into existence—and realtors start sending me more of them."
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Define what your ideal client looks like (prepared, qualified, responsive) and communicate that clearly to partners.
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When an agent sends a great client, affirm it out loud: “That client was amazing—organized, on top of it, great credit.”
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When the client isn’t a good fit, gently redirect and explain why. This helps you shape your pipeline intentionally.
Bonus Tips from Christina:
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You do have a database—your phone, your Facebook friends, your church directory. Start there.
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Join coaching to develop accountability, structure, and peer support.
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Use tools like Sugar Wish for scalable, affordable client gifts.
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Keep a small but mighty team—one LOA, one processor, and one TC can support high volume with the right systems.
Final Takeaway:
“You don’t need fancy tools. You need intention, consistency, and a system that works when you’re not working.”
Christina proves that you don’t need to work 12-hour days or have a massive marketing budget to scale your mortgage business—you need systems, boundaries, human connection, and the discipline to stay focused on what matters.
📩 Need help implementing Christina’s approach?
Email [email protected] or join the Power Sales Academy to build the structure, habits, and mindset that drive real growth.