Beyond The Rate Sheet

By: Carl White and Jason Perkins
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  • Summary

  • Welcome to Beyond the Rate Sheet, your resource for industry insights and innovative strategies to improve your origination business. This podcast is designed to help loan officers in revolutionizing their business improving your performance in every way. Each episode features in-depth discussions on an array of topics, from marketing strategies to technology integration, regulatory compliance to customer service, and everything in between. We bring you exclusive interviews with industry leaders, veterans, and innovative disruptors, all sharing valuable experiences and practical tips that you can implement right away.
    @Mortgage Marketing Animals
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Economics Management
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Episodes
  • Adapting Processes for Company Growth

    Adapting Processes for Company Growth
    Oct 10 2023

    Welcome to Beyond the Rate Sheet, hosted by Jason Perkins and Carl White.

    In this episode of Beyond the Rate Sheet, Jason and Carl interview Deshawn Smith from CMS Mortgage. Deshawn shares his wisdom and insights into the mortgage industry, while also discussing his experiences in Virginia Beach. Tune in to hear about Deshawn's journey and the amazing things he's doing at CMS Mortgage.

    Don’t forget to subscribe to the Beyond the Rate Sheet Podcast so you’ll never miss an episode!

    Join us on the Loan Officer Breakfast Club zoom meetings here.
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    34 mins
  • The Secrets of a Successful Loan Officer

    The Secrets of a Successful Loan Officer
    Oct 3 2023

    Welcome to Beyond the Rate Sheet, hosted by Jason Perkins and Carl White.

    In this episode of Beyond the Rate Sheet, hosts Jason Perkins and Carl White are joined by special guest Angelo Datsaris, a top producing loan officer from Charlotte. The conversation dives into Angelo's expertise and the valuable insights he brings to the table. Angelo's knowledge, wisdom, and successful business-building strategies are highlighted, making this episode a must-listen for anyone in the mortgage industry. Tune in to learn from Angelo and engage in a lively discussion with the hosts.

    Don’t forget to subscribe to the Beyond the Rate Sheet Podcast so you’ll never miss an episode!

    Join us on the Loan Officer Breakfast Club zoom meetings here.
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    46 mins
  • Inside the Mind of a Seasoned Mortgage Professional

    Inside the Mind of a Seasoned Mortgage Professional
    Sep 26 2023

    Welcome to Beyond the Rate Sheet, hosted by Jason Perkins and Carl White.

    In this podcast, Carl White and Jason Perkins are joined by Andrew Zemon, a branch manager and loan officer. Andrew shares his experience in the mortgage industry and discusses his responsibilities as a loan officer. He also mentions his previous experience as a broker before his current endeavor.

    Don’t forget to subscribe to the Beyond the Rate Sheet Podcast so you’ll never miss an episode!

    Map out your Daily Success Plan! 
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    48 mins

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