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Turning One Loan Into Lifetime Income with Jim McMahan

annuity income loan officer scripts scripting Oct 07, 2025
Jim McMahan of Benchmark Mortgage joins Tim Braheem for an episode discussing how to turn your clients into repeat customers to drive repeat business.

Winning in a Tough Market with Jeremy Forcier

One loan, done right, should lead to three, five, even ten more over time. If your clients aren’t coming back—and sending friends—you don’t have a lead problem, you have a system problem. This episode shows you how to turn each deal into an annuity that pays for decades.

That’s why The 360 Experience Podcast with Tim Braheem brought on Jim McMahan—industry legend and President of Benchmark Mortgage. Across nearly four decades and seven market cycles, Jim has built one of the most respected origination businesses in the country by mastering scripting, objection handling, and client-for-life systems.

This conversation is packed with practical scripts, repeatable frameworks, and mindset shifts to help you stop losing on price, deepen loyalty, and grow by referral.

What you’ll take away from this episode:

  • How to craft a credible, fact-based market opinion so clients trust you over the headlines.

  • The exact scripting and practice rhythms that turn objections into confidence when clients price-shop.

  • How to turn every closed loan into warm introductions to CPAs, financial advisors, and attorneys who can feed you for life.

Unlock the Tools Top Producers Are Using

If you’re ready to separate yourself from the noise and grow by referral, explore the systems, coaching, and community that top producers like Jeremy use every day.

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