Industry insights and strategies for loan officers

Resources, strategies, tips and tools from experts across the mortgage industry – all under one roof, and all created just for loan officers. That’s Loan Officer Hub.


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NEW! TikTok tips from Mandy Phillips

Over just a few years, loan originator and branch manager Mandy Phillips has built her TikTok presence into a lead-generation machine. Mandy shares her TikTok tips for loan officers – including how to be prepared to pivot if TikTok disappears – in this blog post and video conversation.

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Get the NEW Loan Officer Sales Playbook

Whether you’re new to the industry or a seasoned loan originator, there’s a lot to know! The 7 topics in our Loan Officer Sales Playbook will help you get started or brush up your skills.

Get the Playbook

Download the latest Loan Originators Survey Report for insights from your peers

We surveyed over 1,000 loan originators to discover how they navigated the challenges of 2023 and which tactics and strategies they used to find success. Gain new insights into marketing, referrals, productivity and more in our latest Loan Originators Survey Report.

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Business-building strategies for loan officers

Marketing and business strategies are key to a loan officer’s success. From quick, informative reads to podcasts, infographics and webinars, our resources will help you step up your game and increase your bottom line. 

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Referral Strategies

 Build and strengthen your relationships with valuable real estate and builder partners. These insights and resources can help you find and make the most of referral opportunities. 

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Consumer strategies

Get more leads, broaden your visibility with key customers to expand your network, market to and help educate potential borrowers with these resources.

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Marketing and social media strategies

What’s your personal brand? Set yourself apart with marketing and social media strategies that reinforce your own value proposition. Reach a broader audience today using these tips and tools.

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    Work smarter with tools and resources that help you grow your business.

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    Loan Officer Leaders

    Highlighting mortgage professionals who create a positive impact in the communities they serve.

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