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.

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.

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! 

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

In this episode, Carl and Jason discuss a formula called "teach, tell, touch, sell" that can be used in communications to avoid being salesy and build relationships with clients. They explore the balance between teaching and asking for business, as well as how much personal information to share. This formula can be applied to various communication channels such as text, email, and videos. Tune in to learn how to effectively engage with clients without coming across as too sales-oriented.

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.

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

In this episode of Beyond the Rate Sheet, co-hosts Carl White and Jason Perkins interview Brian Marchin, a successful loan officer from Albany, New York. Brian shares his journey in the industry and discusses how he has grown his business by cutting through the noise and overcoming adversity. He highlights his effective use of Bonzo and his personalized approach to conversations and relationships. Tune in to learn from Brian's trailblazing strategies and insights.

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.

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

In this episode of Beyond the Rate Sheet, it's co host Carl White's turn to interview host Jason Perkins.  Jason Perkins is the CEO and founder of Bonzo, a mortgage CRM software. He discusses how Bonzo was created to fill a gap in the market for a CRM that is focused on building relationships and driving conversations. Tune in to gain valuable tips and strategies to help loan officers succeed in the industry.

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.

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

Jason Perkins and Carl White introduce their new podcast, Beyond the Rate sheet, which focuses on helping loan officers and mortgage professionals thrive in the industry. They discuss the importance of mindset and announce their intention to interview top professionals in the field.

 The episode also touches on Carl's background and his experience working in the mortgage industry.

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.