Summary: Interview with Chris Conlon
Chris Conlon, a seasoned mortgage professional and coachable high-performer, shares his return to mortgage production after years in executive management and how he’s built a thriving business using a disciplined, tech-savvy, and client-centric approach. Chris emphasizes the power of execution over inspiration—taking good ideas and methodically implementing them until they drive results. From transforming client communication with video and voice notes to leveraging data, refining workflows, and deploying consistent social media strategies, Chris reveals the tools, mindset, and systems that help him generate over $4 million in production from personalized outreach alone. His approach blends technology, discipline, coaching, and authenticity to create scalable, high-touch client experiences.
Practical Application Steps for Mortgage Professionals Inspired by Chris Conlon
1. Implement a Client Segmentation and Refinance Readiness Strategy
Action: Aggregate your servicing data (e.g., through platforms like M.O.R.E.) and sort clients by current interest rates and readiness to refinance.
Why it works: Identifies “in-the-money” refinance candidates so you're ready to act when rates shift.
Bonus: Chris generated $2.6M in apps within three days using this method.
2. Replace Voicemail with High-Engagement Communication Tools
Action: Use voice texts and video messages (e.g., BombBomb) instead of cold voicemails.
Why it works: Higher contact and conversion rates. Chris reports near-100% open and engagement rates.
Script Example: “This isn’t the time to refinance just yet, but the next call you get from me, it will be. Be ready.”
3. Systemize Social Media with a Content Calendar and Batch Creation
Action: Create 4–5 social media posts weekly by batching content (with or without a videographer) and posting across platforms (YouTube, Instagram, Facebook, TikTok).
Why it works: Builds brand familiarity, reduces cold call resistance, and creates inbound leads.
Chris’s Tip: Authenticity beats perfection. Be consistently visible, not polished.
4. Track Daily Activities Visibly and Consistently
Action: Use a visible whiteboard to track 20 daily intentional calls and a bullet journal (or Win By Noon planner) to schedule and reflect.
Why it works: Builds accountability and helps reverse-engineer success by tracking leading indicators.
Mindset: “If I don’t hit 20 today, I make 30 tomorrow—no guilt, just action.”
5. Use Time-Blocking and Pomodoro Timers to Focus
Action: Block out 30–90 minutes daily for focused outbound calls or pipeline work using a timer (e.g., Pomodoro method).
Why it works: Minimizes distractions, enhances productivity, and increases intentionality around income-producing activities.
Tool: $14 timer from Amazon helps lock into distraction-free zones.
Final Mindset Takeaway:
“Consistency beats everything.” Chris emphasizes that there’s no secret sauce—just layering good habits daily until the results compound. He attributes his success not to gimmicks, but to repeated, intentional execution and staying top-of-mind with clients.
