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Empowering You: Lower's Marketing & Coaching

Connor Bartley

— 4 min read
Empowering You: Lower's Marketing & Coaching

Scale Your Business Without Sacrificing Your Time

You’ve built a solid foundation…

Reliable referral partners, a great reputation, and consistent results.

But if you’re like many Loan Officers, you’ve hit a ceiling. Production plateauing and a choice between two paths: Settling or Scaling.

Settling means convincing yourself that this is as good as it gets.  Accepting your current results as future results, with maybe slight improvements in the future.  But, all things considered, you have figured out how to make this work and it’s “good enough.”

Scaling your business means more than just closing more loans; it’s about going beyond the basics to build a business that build trust and value, that has design and streamlined systems, that is freeing while being more productive and allows you to operate in your “Zone of Genius,” focused on the parts of the job you love.

At Lower, we provide the resources, expertise, and support to help Loan Officers like you create a business that’s scalable, sustainable, and rewarding—without compromising your time for the things that matter most.

Coaching to Help You Work Smarter, Not Harder

Our weekly High-Performance Coaching Calls are designed to give you actionable strategies to elevate your business. Here’s some of what was discussed in the month of December:

  • Sales Strategies with Amir Syed:
    • “Delegate and Elevate” Framework: Identify tasks that drain your time and energy, delegate them to others, and refocus on activities that drive real growth. Imagine having the freedom to develop your brand, nurture referral partners, and connect deeply with clients.
    • Role-Playing for Results: Practice scripts for follow-ups, voicemails, and gratitude calls to turn relationships into repeat business.
    • Personal Development: Build habits for success with tools like Ninja Selling and Buy Back Your Time.
    • Tech-Driven Marketing: Tips for repurposing content and leveraging tools like ChatGPT to create impactful messaging.
  • Marketing Insights with James Duncan:
    • Building Your Brand: Leverage tools like Lower Social to create a consistent and compelling presence on social media.
    • Automated Workflows: Streamline follow-ups and client communications with integrations like Mortgage Coach, Homebot, and Optimal Blue.
    • Mortgage Coach Efficiencies: Pro tips to cut TCA creation time to just 5 minutes.
    • Content Strategies That Scale: Learn how to repurpose content across platforms to educate and engage clients and referral partners.
    • Time Blocking for Success: Top producers emphasized structured daily schedules to prioritize goals. Flexibility (75–80% adherence) and reflecting on stress points were key to creating effective routines.
    • Leadership & Communication: Elizabeth Turra shared her strategy for impactful weekly team emails that focus on mindset, skillset, and actionable steps, highlighting how clear communication builds stronger teams.

Why Scaling Matters

Scaling isn’t just about doing more; it’s about doing it better. With Lower, you’ll have access to:

  • A Proven Framework: Systems and tools that free up your time so you can focus on what truly grows your business.
  • Support You Can Trust: A team that helps you deliver on your promises, so you can confidently nurture and grow your relationships.
  • Leadership That Listens: We’re here to celebrate your wins and guide you through challenges, ensuring you’re always moving forward.

Follow some of my friends here at Lower:

Amir Syed - Chief Growth Officer - Facebook - Instagram - LinkedIn

  • Subscribe to Amir's newsletter "LO Launch Letter" for valuable weekly content and to stay informed of free Masterclass events that Amir hosts that are crucial for an Evolving Originator's professional development

Dustin Owen - SVP of Growth - Instagram - LinkedIn

  • Follow "The Loan Officer Podcast" - "They don't teach this sh*t in school." TLOP is the most downloaded podcast in the mortgage industry. Listen to great guests, educational content, follow the newsletter and look for upcoming free events

See them both together on this episode of "The Loan Officer Podcast"

And Finally, Leadership That Supports You Matters

Here is an example of how our leadership supports you. Below is a screenshot from a Teams message that one of our LO's at Lower received from our CEO, Dan Snyder. He noticed them, acknowledged them, affirmed them, and offered his support.

If you're not feeling seen by your leadership,

What’s Next? You Decide.

Scaling your business is a journey, and we’re here when you’re ready to take the next step. Here’s how to stay connected:

  • Schedule a Call: Let’s discuss how our resources and coaching can help you grow your business without sacrificing your time. Reply to this email and we'll set up some time.
  • Join Our Upcoming Webinar: A private, anonymous session for Loan Officers curious about how Lower helps its team scale smarter. Email me for details.
  • Read Next Week’s Newsletter: We’ll explore how our Operations team provides exceptional support to help you deliver on every promise you make.

Wherever you are in your journey, we’re here to help you move forward.