The Business Planning Mistakes That Keep Loan Officers Broke and Exhausted
Thu Jan 22 2026
You walk out of a conference (or finish a webinar) with pages of notes and a head full of ideas… and for about 48 hours, you’re fired up. Then Monday hits.
A deal blows up. A Realtor needs something “right now.” Underwriting asks for one more thing. Your phone never stops buzzing. And the strategy you promised yourself you’d finally implement (your CRM, referral follow-up, content, process) gets pushed to the side again.
In this episode of The 360 Experience Podcast, Loan Atlas founder Tim Braheem steps into the guest seat for a direct, unscripted conversation about the real reason most mortgage professionals stay stuck: planning without execution, and execution without a plan. With more than 30 years in the mortgage industry, experience as a top-producing originator, and over 15 years coaching elite producers, Tim knows exactly how the best originators actually create momentum…and what keeps most from reaching the next level.
Top Takeaways for Loan Officers:
1️⃣ How to design a simple business plan that actually gets implemented (why 1–3 goals beats 12 every time)
2️⃣ How to stop abandoning personal and professional goals halfway through by mapping clear, realistic action steps before you commit
3️⃣ How to carve out sacred “on-the-business” time that compounds into higher income, better systems, and less burnout
This is the framework Tim has taught to high-performing loan officers who’ve built scalable businesses and lives they enjoy. If you’ve been working hard but feeling scattered, reactive, or frustrated by unfinished initiatives, this episode will help you slow down, get clear, and start executing with confidence again.
ABOUT TIM BRAHEEM
With more than 25 years of experience as a highly successful mortgage professional, industry leader, educator, and life coach, Tim Braheem is committed to engaging with people on a deep level and helping them uncover the barriers they have placed in the way of having the level of success they deserve in both their business and personal lives.
FOLLOW
Instagram ► https://www.instagram.com/tbraheem/
LinkedIn ► https://www.linkedin.com/in/timbraheem
THE LOAN ATLAS
JOIN ► https://go.theloanatlas.com/membership
FOLLOW
Instagram ► https://www.instagram.com/theloanatlas/
YOUTUBE ► https://www.youtube.com/@LoanAtlas
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You walk out of a conference (or finish a webinar) with pages of notes and a head full of ideas… and for about 48 hours, you’re fired up. Then Monday hits. A deal blows up. A Realtor needs something “right now.” Underwriting asks for one more thing. Your phone never stops buzzing. And the strategy you promised yourself you’d finally implement (your CRM, referral follow-up, content, process) gets pushed to the side again. In this episode of The 360 Experience Podcast, Loan Atlas founder Tim Braheem steps into the guest seat for a direct, unscripted conversation about the real reason most mortgage professionals stay stuck: planning without execution, and execution without a plan. With more than 30 years in the mortgage industry, experience as a top-producing originator, and over 15 years coaching elite producers, Tim knows exactly how the best originators actually create momentum…and what keeps most from reaching the next level. Top Takeaways for Loan Officers: 1️⃣ How to design a simple business plan that actually gets implemented (why 1–3 goals beats 12 every time) 2️⃣ How to stop abandoning personal and professional goals halfway through by mapping clear, realistic action steps before you commit 3️⃣ How to carve out sacred “on-the-business” time that compounds into higher income, better systems, and less burnout This is the framework Tim has taught to high-performing loan officers who’ve built scalable businesses and lives they enjoy. If you’ve been working hard but feeling scattered, reactive, or frustrated by unfinished initiatives, this episode will help you slow down, get clear, and start executing with confidence again. ABOUT TIM BRAHEEM With more than 25 years of experience as a highly successful mortgage professional, industry leader, educator, and life coach, Tim Braheem is committed to engaging with people on a deep level and helping them uncover the barriers they have placed in the way of having the level of success they deserve in both their business and personal lives. FOLLOW Instagram ► https://www.instagram.com/tbraheem/ LinkedIn ► https://www.linkedin.com/in/timbraheem THE LOAN ATLAS JOIN ► https://go.theloanatlas.com/membership FOLLOW Instagram ► https://www.instagram.com/theloanatlas/ YOUTUBE ► https://www.youtube.com/@LoanAtlas ----------