Spotlight Podcast
Summary In this interview, Cole—an LO and branch leader in Mount Dora, Florida—shares how he produced his best year ever in 2025 with 132 closings and $32.5M, despite a challenging market. His success stems from a disciplined, multi‑layered marketing strategy, obsessive time management, community involvement, and intentional team building. Cole emphasizes the importance of a media mix approach: combining micro (1:1 meetings, community events) and macro (CRM email campaigns, online advertising) marketing to ensure broad visibility while maintaining personalized relationships. He uses his...
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Executive Summary This interview was a year-end recap of best practices shared by top performers and coaches in the mortgage industry. The discussion centered on strategies for scaling production, leveraging technology, building strong client relationships, and maintaining intentionality in business operations. Key themes included simplicity, delegation, database engagement, CRM utilization, consistency, and niche specialization. The conversation emphasized that success is rooted in fundamentals—intentional actions, consistent rhythms, and clarity of purpose—rather than relying on complex...
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Summary Allie Lord, Regional Sales Director at Movement Mortgage, shared her proven approach to business planning and personal growth. Her journey highlights the power of coaching, habit stacking, and structured planning to achieve consistent success. Allie emphasizes starting early (October), leveraging tools like the Warrior Challenge and Sales Test, and creating a clear execution plan. She advocates for balancing professional and personal goals through the Wheel of Life and maintaining accountability systems. Her formula combines preparation, planning, and disciplined execution to drive...
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Summary: “Think Bigger, Act Faster—Kickstarting 2026” As 2025 winds down, Coach Kevin and Bill Hart challenge mortgage professionals to lean in while others ease off. Drawing inspiration from The Science of Scaling by Dr. Benjamin Hardy, they advocate for a mindset shift: dream bigger while shortening the timeframe for achievement. Through real-life examples and coaching insights, they emphasize the importance of treating mortgage work as a scalable business, not just a job. The conversation encourages listeners to simplify systems, remove constraints, and take bold action toward...
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Summary Quinn shares his inspiring journey from working at a sandwich shop in Tallahassee to becoming a top-producing mortgage loan officer at Movement Mortgage. He reflects on the early challenges of entering the mortgage industry with no prior experience, the importance of mentorship, and the turning point when he committed to taking massive action. Quinn emphasizes the value of customer service, operational efficiency, and adapting to market shifts. He discusses leveraging CRM tools like More, maintaining visibility through social media, and hosting customer appreciation events to build...
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Summary Libby shared her journey of scaling her mortgage business while staying grounded in her core values: Do your job, Find a solution, Be intentional. Her story is highly relatable because, despite growing from $37M to $80M in annual production, she emphasizes relationships and authenticity over purely transactional business. Key themes included: Core Values as a North Star: Libby’s team distilled their values by flipping frustrations into guiding principles—never cutting corners, always solving problems, and being intentional in communication. Balancing Relationships with Scale:...
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Summary Grant’s journey in the mortgage industry highlights the power of discipline, focus, and sustainable growth. In just under five years, he transitioned from a Loan Officer Assistant to a top-producing originator funding close to $40M annually. His success stems not from flashy tactics but from a methodical system built on consistency, measurable lead indicators, and deep relationships. Grant emphasizes the importance of tracking the right activities—calls, meetings, follow-ups—rather than obsessing over lagging outcomes like closed loans. He has carved out a niche serving...
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Summary Edwin emphasized shifting from chasing outward success to building significance—creating lasting impact through authenticity, intentionality, and a legacy-driven approach. Inspired by Zig Ziglar, he encouraged professionals to focus on meaningful contributions over numbers, aligning actions with core values. He urged leaders to regularly step out of daily operations to view their business as a CEO, introducing a four-hat framework: CEO/CFO, Chief Relationship Officer, Chief Marketing & Branding Officer, and Loan Officer. This perspective brings clarity, accountability, and...
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Summary Today we discussed the enormous but untapped opportunity for loan officers (LOs) to partner with financial advisors. Traditionally, realtors and client databases have been the primary lead sources for LOs, while financial advisors have been overlooked. Yet, with tens of millions of Americans underprepared for retirement and trillions in unused home equity, the potential for collaboration is significant. Chuck Ruddy, a former financial advisor and marketing director, shared how he developed the HERO Program (Home Equity Retirement Options). The program is designed to integrate home...
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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...
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 getcoaching@movement.com or join the Power Sales Academy to build the structure, habits, and mindset that drive real growth.