Real Advice from Top Loan Officers on Habits, Branding, and Standing Out

The mortgage industry is evolving fast and those leading the way aren’t just keeping up, they’re leveling up. Jungo’s Level Up Interview Series, spotlights some of the most forward thinking voices in lending. These interviews share the strategies, mindsets, and tools that help top producers and team leaders drive serious results.

Each interview dives into the many different strategies these LO’s take when implementing Jungo: marketing, automation, social media, branding, leadership, growth, and more.

Realtor Referrals Done Right

Steven Wynands, the Co-Founder of RETR, and Matt Muscat, Marketing Director at Treadstone, walk through proven systems for managing and nurturing realtor referrals. They unpack how clear communication builds trust as well as referral volume over time.

Steven Wynands & Matt Muscat

Daily Habits of Power Users

Dustin Owen and Mike Smalley share the specific daily habits that separate top performers from average LO’s. From their morning routines to how they manage tasks in Jungo, both guests offer real world workflows you can adopt immediately. 

Dustin Owen and Mike Smalley

CRM as a Relationship Tool

Monica reveals how she uses CRM automation not just to follow up, but to follow through. From birthdays to post close campaigns, she’s built a digital system that helps her show up consistently without burning out.

Monica Jones

Scaling a Branch with Tech & Trust

Randall talks about the role of leadership in a high performance branch, especially when your team is expanding. His focus is on giving LOs the tools and they need while keeping expectations clear and consistent with workflows. 

Randall Mills

How to Stand Out as a Loan Officer

Jared Perlman, COO of Choice Mortgage, shares his approach to standing out in an increasingly competitive lending space. He discusses the biggest mistakes new LOs make, how to establish trust with realtors, and the role automation plays in winning business at scale. 

Jared Perlman

Building Systems for LOs

Douglas talks about the importance of creating repeatable workflows for loan officers, especially in fast paced environments. His interview highlights the need for consistent communication and teamwork through Jungo. 

Douglas Sorto

Organizing for Success

Cindy dives into task management, file organization, and time-blocking as essential tools for busy LOs. Her tips can help improve efficiency and reduce overwhelm for those struggling with the admin side of lending.

Cindy Tansin

Ready to Level Up?

These interviews are a quick way to hear from the real-life professionals who implement Jungo into their daily routines. Whether you’re a new LO or a branch leader, you’ll walk away with strategies to grow your business and better serve your clients.