Off Track in 2026? Mortgage Growth Blueprint for Goals, Lead Generation & Database Strategy

Описание: You set your 2026 mortgage goals. You built the business plan. You said this was your year.... so why isn’t production happening?

In this episode of Market Shares, Dan Keller and I break down exactly what top-producing loan officers do to get back on track fast. We talk about how to turn your big income goals into daily, weekly, and monthly actions, how to generate leads from your database and sphere, and how to build a 100% referral-based mortgage business that keeps producing.

No fluff. No motivation speeches. Just the process, urgency, and strategy that separates top producers from everyone else. If January didn’t go your way, this episode is your mid-Q1 reset — because your goals aren’t going to hit themselves.

🔎 Topics We Cover
Mortgage business plan check-in for 2026
Why most loan officers fall off track after January
Outcome goals vs. process goals (and how to reverse engineer $300K+)
The monthly dashboard method for tracking units & income
The “Win 10 out of 12” strategy
Why activity today shows up 60–90 days later
What to do after a bad month
The 20x20 (and 20x13) database calling strategy
What to say to past clients (scripts included)
How to uncover cash-out refinance opportunities
Building a 100% referral-based mortgage practice
Why “I don’t know what to say” is the biggest excuse in sales
The urgency shift that separates top producers from stuck LOs

👉 If you’re serious about growing your mortgage business in 2026, this is your blueprint.
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Tony Blodgett CMB NMLS# 72161 Company NMLS ID# 6606 Equal Housing Lender. Washington Consumer Loan Company License #CL-6606

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CHAPTERS
#1. 0:00 Mortgage Business Plan Check-In 2026: Are You Already Off Track?
#2. 2:58 The Daily Process That Actually Grows Your Mortgage Business
#3. 6:40 Bad January? Here’s How Loan Officers Get Back on Track Fast
#4. 11:40 CALL Your Database (What to Say + Calling Strategy That Creates Referrals & Refis)
#5. 16:06 Loan Officers: You Don’t Have a Lead Problem — You Have an Urgency Problem
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