From one loan a month to 11 loans in the pipeline, Loan Atlas member Scott Taylor shares how education, mindset, and connection skyrocketed his success.
Meet Scott Taylor: 1 Year in the Mortgage Business, Massive Results
When Scott Taylor joined the mortgage industry, he closed 12 transactions in his first year. By March 2025, after joining The Loan Atlas, he had 11 loans in his pipeline—all within just 90 days.
“It’s literally everything for me is in infancy stage. But I’ve taken in as much education as I can and implemented fast.”
The Secret: Education First, Then Teaching
Scott credits his explosive growth to one powerful mindset shift:
- “Before you can teach, you have to be the student.”
- He digested every module inside The Loan Atlas and ranked third on the platform’s leaderboard for education completed.
- By learning rapidly, he was able to educate clients with confidence, which built instant trust.
From Cold Calls to Warm Zooms
Scott doesn’t just bang the phones. His entire sales process is built around getting clients on Zoom:
- Phone calls are simply invitations to connect visually
- He shows clients his genuine passion and desire to help
- People trust him because they can see his intent in his eyes
“That kind of connection doesn’t come across over a phone call—it comes across face-to-face on Zoom.”
Tools That Drive Trust and Clarity
Scott attributes his education and client trust to key platforms:
- The Loan Atlas – for expert-level guidance, scripting, mindset training
- MBS Highway – for tools like the Cost of Waiting and Strike Rate Tracker
- Zoom – for delivering impactful conversations that build relationships
His Sales Process: Questions, Listening, Connection
Scott’s system is rooted in:
- Open-Ended Questions – Invite deep, personal responses
- Active Listening – Tune in fully and remove distractions
- Perception Checking – Repeat and confirm what you’ve heard to build trust
“If I don’t convey that I’m their best option and that I’ll fight for them, then I didn’t do my job.”
Beyond Mortgages: Becoming a Holistic Advisor
Scott now brings value beyond the mortgage itself by:
- Connecting clients with financial advisors, CPAs, insurance agents
- Offering insights on long-term money management
- Helping clients not just get a loan, but build a better financial future
Actionable Takeaways for Loan Officers
If you’re in your first year—or your 25th—Scott’s advice can shift your trajectory:
- Be coachable: Learn with the intention to teach.
- Use Zoom early: Don’t wait for in-person meetings.
- Ask better questions: Then truly listen to the answers.
- Invest in tools: View platforms like The Loan Atlas as investments, not expenses.
- Build your network: Offer holistic help by connecting clients with other professionals.
“If you’re just coming into this business to make money, you’re doing it for the wrong reasons. You’ve got to be willing to invest in yourself and in your future clients.”
Ready to Achieve Scott’s Level of Growth?
Join The Loan Atlas community and unlock the tools, scripts, and coaching that helped Scott scale from 1 loan/month to 11 in just 90 days.