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What No One Tells You About Your First 90 Days as a Loan Officer!

420 views· 15 likes· 16:00· Jul 24, 2025

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Embarking on the journey to become a loan officer or mortgage broker can be both exciting and daunting. The first 90 days in this new role often come with challenges that may leave us feeling overwhelmed. Understanding what to expect during this transition is crucial for our success, especially as we navigate new systems, relationships with wholesale lenders, and various loan products. In this video, Megan Marsh shares invaluable insights tailored for those of us stepping into the mortgage industry. We’ll explore mindset shifts necessary for growth and how to build a solid foundation in our careers without rushing into ownership just yet. If you’re curious about how we can help you simplify your operations beyond what our videos offer and want to know how you can make launching or running your brokerage stress-free, the link below explains everything. No fluff, no “exclusive training” gimmicks—just a straightforward way to see how we work with brokers to take backend tasks off their plates. Check it out here: https://colablendingfranchise.com/book-a-discovery-call #MortgageBroker #LoanOfficer 00:00 - Starting Your Journey as a Loan Officer 01:00 - Understanding the First 90 Days 02:00 - New Loan Officers: What to Expect 03:00 - The Importance of Joining a Team 04:00 - Transitioning from Retail to Mortgage Brokerage 05:00 - Choosing the Right Brokerage 06:00 - The Role of Mentorship in Your Success 07:00 - Avoiding Analysis Paralysis 08:00 - Taking Action and Building Relationships 09:00 - Planning for Future Brokerage Ownership 10:00 - Statistics on Loan Officer Transitions 11:00 - Importance of Taking Action 12:00 - Building Visibility and Credibility 13:00 - Choosing a Niche 14:00 - The Need for Systems and Community 15:00 - Encouragement for New Loan Officers 💰Loan Officers and Broker Owners Visit: www.colablendingfranchise.com 🏡 Realtors Visit: www.becomeamortgagebroker.info 👉 Learn about are other services: www.thecolablife.com 👉 Join The Lab Community (Free to join): https://thelolab.mn.co/share/DV_-6BVGxBxQR0Ap?utm_source=manual 👉 Need Help With Licensing or Compliance?: https://colablendingfranchise.com/book-a-discovery-call 📲 Follow Our Social Media: Facebook: https://www.facebook.com/TheCoLabLife/ Instagram: https://www.instagram.com/thecolab_life/ TikTok: https://www.tiktok.com/@thecolablife

🎬 More from The Lab: Mortgage & Real Estate Business Academy