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Secrets of a Scotsman's Guide Top Originator with Kara Whitman

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Manage episode 357652104 series 3356017
Conteúdo fornecido por Dale Vermillion. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Dale Vermillion ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

What does it take to close nearly 700 loans in a single year without buying leads? Scotsman Guide Top Originator and Mortgage Champions advocate Kara Whitman shares her replicable formula on this episode of Batting 1,000 with her former coach, Dale Vermillion.

Kara and Dale share a common commitment to putting others first, and to going the extra mile—in all things. It’s that shared commitment that has propelled both of them to not only becoming elite performers in heir respective roles, but helped them to live fulfilled lives dedicated to more than just business success.

Don’t miss this uplifting, inspiring, and thought provoking conversation.

Subscribe to Batting 1,000

Apple Podcasts → bit.ly/3GTqzDb

Spotify → bit.ly/3AZ7P1b

Amazon Music → bit.ly/3u9xssu

Google Podcasts → bit.ly/3VjQxEl

In This Episode

The power of listening to understand

Kara highlights the critical skill of listening to understand rather than just responding, which helps in forming solid connections and ensuring clients feel heard and valued.

Maintaining a positive mindset (starts at 7:12)

Kara shares her strategies for staying optimistic and energetic, even in challenging markets, emphasizing the importance of focusing on the positives and not getting bogged down by uncontrollable factors.

Building a team for high-volume (starts at 14:09)

Kara explains how she relies on a strong, collaborative team to handle high volumes efficiently while maintaining high standards and exceptional client service.

Prioritization and time management (starts at 20:52)

Kara offers insights into her approach to time management, emphasizing the importance of setting priorities and establishing routines to manage a demanding workload effectively.

Creating long-term relationships (starts at 28:37)

Kara discusses her focus on building long-term relationships rather than just completing transactions, ensuring clients have a positive experience and return for future needs.

Nurturing client relationships (starts at 36:11)

Kara details her approach to staying in touch with clients post-closing through regular, meaningful contact, which helps maintain strong relationships and encourages repeat business and referrals.

Soundbites

"People are trusting you with one of the largest financial decisions. Proving that you care through actions is crucial." — Kara Whitman

"Listening to understand, not just to respond, is so important in building connections." — Kara Whitman

"You have to prioritize, set boundaries, and be present both in your work and personal life." — Kara Whitman

"Execution is key in today's competitive market; you can't afford to be lazy." — Kara Whitman

About Kara Whitman

Kara was born and raised in Maryland, right outside of DC and moved to Charlotte upon graduation to start a career as a Mortgage Banker. Kara has been with Wyndham Capital for over 10 years and is a constant overachiever. Kara is recognized as a Scotsman’s Guide top .01% originator leading the company with 658 loans in 2021 for $217,300,000 in volume. Kara graduated from Coastal Carolina University where she earned her degree in Business Finance and International Business Studies. When Kara is not in the office, she enjoys spending time with her husband, Joey and their two children Brayden and Emiliana.

Kara's Mission Statement

My ultimate goal is to truly help people achieve both financial and personal goals they never dreamed possible. I do this through my strong work ethic, dedication and bubbly personality. I believe in providing exceptional customer service while making the process as simple and easy as possible. I also believe it is extremely important to establish a trusting relationship with all my clients. We will put together the right mortgage strategy tailored to each individual situation. The greatest feeling in the world is helping others achieve financial freedom and luckily, I am able to accomplish this everyday here at Wyndham Capital.

Connect with Kara

LinkedIn → linkedin.com/in/kara-whitman

About Dale Vermillion

Dale Vermillion, a renowned sales strategist and industry icon, has trained over 1,000,000 lending professionals and worked with over 600 organizations. He’s a 3x HousingWire Vanguard, a member of the 2022 Global Mortgage 100, and 2021 Mortgage Professional America Housing Industry Icon. Dale is the author of Navigating the Mortgage Maze and the founder of Mortgage Professionals Providing Hope.

Connect with Dale

LinkedIn → linkedin.com/in/dalevermillion

Facebook → facebook.com/dalevermillionofficial

X → twitter.com/dalevermillion

Website → dalevermillion.com

Email → listen@dalevermillion.com

Find this conversation valuable?

Consider leaving a 5-star review on Apple Podcasts or Spotify. Every review helps us reach more professionals like you.

About Batting 1,000

Batting 1,000 with Dale Vermillion is a production of Mortgage Champions, a VCI company. The show is produced and edited by Jake Vermillion. Music by Envato Elements. Copyright 2024 © Vermillion Consulting, Inc., All Rights Reserved.

  continue reading

28 episódios

Artwork
iconCompartilhar
 
Manage episode 357652104 series 3356017
Conteúdo fornecido por Dale Vermillion. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Dale Vermillion ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

What does it take to close nearly 700 loans in a single year without buying leads? Scotsman Guide Top Originator and Mortgage Champions advocate Kara Whitman shares her replicable formula on this episode of Batting 1,000 with her former coach, Dale Vermillion.

Kara and Dale share a common commitment to putting others first, and to going the extra mile—in all things. It’s that shared commitment that has propelled both of them to not only becoming elite performers in heir respective roles, but helped them to live fulfilled lives dedicated to more than just business success.

Don’t miss this uplifting, inspiring, and thought provoking conversation.

Subscribe to Batting 1,000

Apple Podcasts → bit.ly/3GTqzDb

Spotify → bit.ly/3AZ7P1b

Amazon Music → bit.ly/3u9xssu

Google Podcasts → bit.ly/3VjQxEl

In This Episode

The power of listening to understand

Kara highlights the critical skill of listening to understand rather than just responding, which helps in forming solid connections and ensuring clients feel heard and valued.

Maintaining a positive mindset (starts at 7:12)

Kara shares her strategies for staying optimistic and energetic, even in challenging markets, emphasizing the importance of focusing on the positives and not getting bogged down by uncontrollable factors.

Building a team for high-volume (starts at 14:09)

Kara explains how she relies on a strong, collaborative team to handle high volumes efficiently while maintaining high standards and exceptional client service.

Prioritization and time management (starts at 20:52)

Kara offers insights into her approach to time management, emphasizing the importance of setting priorities and establishing routines to manage a demanding workload effectively.

Creating long-term relationships (starts at 28:37)

Kara discusses her focus on building long-term relationships rather than just completing transactions, ensuring clients have a positive experience and return for future needs.

Nurturing client relationships (starts at 36:11)

Kara details her approach to staying in touch with clients post-closing through regular, meaningful contact, which helps maintain strong relationships and encourages repeat business and referrals.

Soundbites

"People are trusting you with one of the largest financial decisions. Proving that you care through actions is crucial." — Kara Whitman

"Listening to understand, not just to respond, is so important in building connections." — Kara Whitman

"You have to prioritize, set boundaries, and be present both in your work and personal life." — Kara Whitman

"Execution is key in today's competitive market; you can't afford to be lazy." — Kara Whitman

About Kara Whitman

Kara was born and raised in Maryland, right outside of DC and moved to Charlotte upon graduation to start a career as a Mortgage Banker. Kara has been with Wyndham Capital for over 10 years and is a constant overachiever. Kara is recognized as a Scotsman’s Guide top .01% originator leading the company with 658 loans in 2021 for $217,300,000 in volume. Kara graduated from Coastal Carolina University where she earned her degree in Business Finance and International Business Studies. When Kara is not in the office, she enjoys spending time with her husband, Joey and their two children Brayden and Emiliana.

Kara's Mission Statement

My ultimate goal is to truly help people achieve both financial and personal goals they never dreamed possible. I do this through my strong work ethic, dedication and bubbly personality. I believe in providing exceptional customer service while making the process as simple and easy as possible. I also believe it is extremely important to establish a trusting relationship with all my clients. We will put together the right mortgage strategy tailored to each individual situation. The greatest feeling in the world is helping others achieve financial freedom and luckily, I am able to accomplish this everyday here at Wyndham Capital.

Connect with Kara

LinkedIn → linkedin.com/in/kara-whitman

About Dale Vermillion

Dale Vermillion, a renowned sales strategist and industry icon, has trained over 1,000,000 lending professionals and worked with over 600 organizations. He’s a 3x HousingWire Vanguard, a member of the 2022 Global Mortgage 100, and 2021 Mortgage Professional America Housing Industry Icon. Dale is the author of Navigating the Mortgage Maze and the founder of Mortgage Professionals Providing Hope.

Connect with Dale

LinkedIn → linkedin.com/in/dalevermillion

Facebook → facebook.com/dalevermillionofficial

X → twitter.com/dalevermillion

Website → dalevermillion.com

Email → listen@dalevermillion.com

Find this conversation valuable?

Consider leaving a 5-star review on Apple Podcasts or Spotify. Every review helps us reach more professionals like you.

About Batting 1,000

Batting 1,000 with Dale Vermillion is a production of Mortgage Champions, a VCI company. The show is produced and edited by Jake Vermillion. Music by Envato Elements. Copyright 2024 © Vermillion Consulting, Inc., All Rights Reserved.

  continue reading

28 episódios

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