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NEW: Jump-start your 2023 planning with insights from fellow loan officers  

Big-picture strategy can get lost in the day-to-day shuffle of being a loan officer. One way to jumpstart your business planning is to learn from your peers. Get our takeaways on business planning for 2023 from the most recent Loan Originators Survey.

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Download the latest Loan Originators Survey Report

We surveyed over 1,600 loan originators to find out how they navigated the challenges of 2022 and which tactics and strategies they used to find success. Get insights on marketing, referrals, productivity and more in our latest Loan Originators Survey Report.

Download now

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.

Learn more

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    Training

    Up your game and expand your skill set with webinars, podcasts and videos just for loan officers.

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    Tools

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

    Find tools

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    Loan Officer Leaders

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

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