In this episode, Steve Kyles and Frank Garay break down one of the most overlooked keys to scaling your mortgage business: your agent list.

If you’re calling every Monday but not seeing results, it may not be your script—it might be your list.

You’ll learn:

• Why 50 qualified agents is the real goldmine (worth $1.8M+)
• How to re-evaluate your list every 90 days to stay productive
• What the “Rule of Two” reveals about agent referrals and lead count
• The right way to top-grade unqualified agents without losing momentum
• How tools like Model Match and high-tech, low-time farming systems keep your pipeline full

If you’re tired of spinning your wheels or wondering why your conversations aren’t converting, this episode gives you the data, mindset, and clarity to rebuild your Focus 40 and take control of your growth.

Ready to build your million-dollar list? Book your strategy call now at FreedomPlanningCall.com

Struggling to stay consistent with outbound calls? Steve Kyles shares a simple, powerful mindset shift that turned his daily call list into a million-dollar opportunity list.

In this episode:

• Why assigning a dollar value to every relationship changes the game
• How Steve turned 84 agents into $1.5M in annual potential
• The math behind the “Great Restart” and how to stay motivated
• How to break past call reluctance using opportunity-based thinking

More offers – more no’s – more money.
This episode shows you exactly how to reframe your call list and take consistent action that compounds.

Want help building your opportunity list and closing more? Book your strategy call now at FreedomPlanningCall.com

Most loan officers overthink hiring—and end up doing everything themselves. In this episode, Steve unpacks the #1 mistake he sees when building a team and shares a simple, scalable way to get results without burning out.

You’ll learn:

• Why part-time relationship managers might be your biggest growth hack
• How Steve generated 2,000+ outbound calls and 29 appointments in 60 days
• A step-by-step onboarding rhythm that gets new hires producing fast
• What to say, what to send, and how to train without it all depending on you

Ready to stop doing it all alone?

Grab the Relationship Manager Field Guide by booking a strategy call at FreedomPlanningCall.com