Loan Officer Hub blog

Stay informed with leading insights

Interested in increasing your knowledge of mortgage industry trends and strategies? The Loan Officer Hub blog gathers insights from around the industry, curated just for loan officers. Filter by strategy for the content you need to help you boost your business in the areas of working with referral partners or consumers, improving your marketing or optimizing your business. 

  • The mortgage industry’s best-kept secret: How education, common interests and the law of reciprocity can transform your lead generation

    The mortgage industry’s best-kept secret: How education, common interests and the law of reciprocity can transform your lead generation

    by Shane Kidwell, CEO, Dwell Mortgage | Jan 22, 2025

    The key to your success as a loan officer is in your passion, your knowledge, and the connections you already have.

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  • How consistency, client education, and systems drive success in the mortgage industry

    How consistency, client education, and systems drive success in the mortgage industry

    by Shane Kidwell, CEO, Dwell Mortgage | Nov 04, 2024

    Shane Kidwell describes 6 key strategies that can help loan officers elevate a mortgage business.

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  • The evolution of divorce mortgage planning: From simple loan origination to comprehensive financial strategy

    The evolution of divorce mortgage planning: From simple loan origination to comprehensive financial strategy

    by Jody Bruns, Divorce Lending Association | Oct 16, 2024

    Judy Bruns outlines how loan officers can become advisors who provide more comprehensive financial solutions for divorcing homeowners.

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  • 3 key mindset adjustments for loan originators

    3 key mindset adjustments for loan originators

    by Phil Treadwell, speaker and mindset coach | Sep 09, 2024

    Adopt a growth mindset, focus on process over outcome, and understand the difference between motivation and drive!

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  • Get out there IRL: Mortgage is still a face-to-face business

    Get out there IRL: Mortgage is still a face-to-face business

    by Diego Arteaga, Mortgage Loan Officer | Jul 17, 2024

    Diego shares how he grew his business by being physically present in his community and building relationships that help business come to him organically.

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  • 4 takeaways for loan officers from the June Mastermind Summit

    4 takeaways for loan officers from the June Mastermind Summit

    by Jim Honeck, Marketing Strategies Director | Jun 28, 2024

    Get insights about the NAR settlement, why originators need to get back to basics, the importance of video and more.

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  • From likes to leads: Mastering TikTok as a loan officer

    From likes to leads: Mastering TikTok as a loan officer

    by Mandy Phillips, Branch Manager | Apr 03, 2024

    Learn how this originator uses TikTok to generate the majority of her leads – and how she plans to pivot to other platforms if necessary.

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  • Content to close: Why and how to embrace social media as a loan officer

    Content to close: Why and how to embrace social media as a loan officer

    by Kayla Kallander, the Mortgage Meteorologist | Mar 08, 2024

    Do you know how your digital resume stacks up? Kayla provides her tips for building trust online.

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  • 6 credit tips for loan officers to use with borrowers

    6 credit tips for loan officers to use with borrowers

    by Mike Olden, VP of Sales and Education, American Reporting Company | Dec 14, 2023

    Get answers to frequently asked questions about credit scores and credit reporting.

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  • Unlocking success in 2024: 5 powerful end-of-year business planning tips

    Unlocking success in 2024: 5 powerful end-of-year business planning tips

    by Ron Vaimberg, coach and trainer | Dec 05, 2023

    Strategies from Ron Vaimberg to help loan officers clarify their goals and create an action plan to achieve them.

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  • Leveraging AI: 5 ways loan officers use AI for marketing

    Leveraging AI: 5 ways loan officers use AI for marketing

    by Tammy Schneider, co-founder, Mortgage Marketing Animals | Sep 12, 2023

    Learn how progressive loan officers are harnessing the potential of artificial intelligence to gain a competitive edge.

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  • 3 secrets to surviving an economic storm

    3 secrets to surviving an economic storm

    by Todd Duncan, Sales Expert & Coach | Aug 30, 2023

    Prepare now so you’re strategically positioned to thrive.

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  • How loan officers can get started working with referral partners

    How loan officers can get started working with referral partners

    by Ravi Patel, SVP Mortgage Lending | Feb 27, 2023

    Get 4 referral tips from a top originator.

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

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

    by Liz Keuler, Editor, Loan Officer Hub | Nov 14, 2022

    Learn from your peers: Get our takeaways on business planning from the most recent Loan Originators Survey.

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  • Go back to the basics to help more renters become homeowners

    Go back to the basics to help more renters become homeowners

    by Tay Toliver, Director of Community Advancement | Oct 26, 2022

    Build your pipeline by seeking out potential clients who may not know if they’re ready to buy a home.

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  • How loan officers can turn human resources departments into referral partners

    How loan officers can turn human resources departments into referral partners

    by Dean Dardzinski, VP – Managing Director | Aug 29, 2022

    With a growing focus on employee financial wellness, loan officers have the opportunity to partner with HR departments to offer free educational sessions on the path to homeownership.

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  • Establish your network by being a part of your community

    Establish your network by being a part of your community

    by Cherie Good, Mortgage Banker | Jul 21, 2022

    People want to work with those they know, like and trust. Build your community rapport by being a connector and working in partnership with others.

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  • Increase your lending impact by assisting a new generation of homebuyers

    Increase your lending impact by assisting a new generation of homebuyers

    by Miguel Vega, EVP of Multicultural Business Development | May 25, 2022

    5 lessons for loan officers looking to serve more diverse communities.

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  • Creative strategies to use with move-up buyers

    Creative strategies to use with move-up buyers

    by Margaret Crowley, VP Marketing and Customer Experience | Apr 15, 2022

    More experienced borrowers face their own obstacles – and often need advice from a savvy loan officer to help them achieve their goals.

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  • How Joanna Garcia realized her own American Dream by helping her Cuban community realize theirs

    How Joanna Garcia realized her own American Dream by helping her Cuban community realize theirs

    by Liz Keuler, Editor, Loan Officer Hub | Mar 14, 2022

    US Bank loan officer Joanna Garcia has found her niche – and great success – helping her Hispanic community buy homes.

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  • Master social media with 5 visibility-boosting tips for loan officers

    Master social media with 5 visibility-boosting tips for loan officers

    by Zak Stoiber, Digital Marketing Program Specialist | Feb 21, 2022

    Discover how to take advantage of the power of social media to generate leads and referrals with these strategies to magnify your presence.

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  • How to skyrocket referrals from your borrowers

    How to skyrocket referrals from your borrowers

    by Shashank Shekhar, CEO, InstaMortgage | Jan 11, 2022

    Make sure you have the right systems in place before, during, and after the loan process to maximize customer referrals. Here’s how.

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  • 5 steps to create and execute a business plan as a loan officer

    5 steps to create and execute a business plan as a loan officer

    by John Donnelly, Executive Director of Sales | Nov 30, 2021

    Business planning gives you a path to success and a goal at the end – without a goal, you’re just going to work every day.

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  • 3 tips for loan officers to finish the year strong

    3 tips for loan officers to finish the year strong

    by Todd Duncan, Sales Expert and Coach | Nov 10, 2021

    The year is rapidly coming to a close. Are you set to finish the year strong?

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  • 5 ways to embrace and improve at marketing yourself through video

    5 ways to embrace and improve at marketing yourself through video

    by Kyle Draper, Social Media Coach | Aug 23, 2021

    Ready to start marketing yourself on social media via video? Here are 5 tips to take your videos to the next level.

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  • How to help borrowers overcome a low appraisal

    How to help borrowers overcome a low appraisal

    by Kevin Hearden, Product Development Director | Jul 22, 2021

    If an appraisal comes in under the offer price, how can a lender help a borrower overcome that hurdle? Here's one solution.

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  • 3 ways top loan officers connect with real estate agents

    3 ways top loan officers connect with real estate agents

    by Stephanie Budnik, AMP | Jun 07, 2021

    In a recent survey, 96% of top originators said that real estate agents are one of their best sources for generating referrals.

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  • How to talk about down payment assistance with borrowers and real estate agents

    How to talk about down payment assistance with borrowers and real estate agents

    by Melinda Harris, Director of Marketing Communications | May 10, 2021

    Demand for DPA programs is at a record high. Why do loan officers balk at taking advantage of these opportunities?

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  • The surprising way to avoid burnout AND win bidding wars

    The surprising way to avoid burnout AND win bidding wars

    by Gibran Nicholas, CEO - Momentifi | Apr 16, 2021

    Experiencing burnout? It’s time to change the story you’re telling yourself about what you need to do in your business and why you need to do it!

    Read more

  • 5 strategies that help loan officers work more efficiently to manage high origination volume

    5 strategies that help loan officers work more efficiently to manage high origination volume

    by Dave Savage, CEO, Mortgage Coach | Mar 08, 2021

    2021 is going to be another unique and challenging year. Is your business ready for a shift?

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  • How to avoid mortgage loan officer burnout

    How to avoid mortgage loan officer burnout

    by Trevor Hammond, Branch Manager | Oct 30, 2020

    Learn how to reduce burnout while also bringing the most value to the most people in the least amount of time.

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  • Leverage closing to build relationships, strengthen brand, generate referrals

    Leverage closing to build relationships, strengthen brand, generate referrals

    by Zak Stoiber, Digital Marketing Program Specialist | Sep 28, 2020

    Make the most of your closing as a loan officer by leveraging the closing to build relationships, strengthen your brand and generate referrals.

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  • 3 ways loan officers can help speed up the underwriting process

    3 ways loan officers can help speed up the underwriting process

    by Lorri Hoffman, Senior Loan Officer | Sep 09, 2020

    Learn 3 simple ways loan officers can close more loans, faster, and be more organized while doing it.

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  • 3 ways lenders can attract more Asian American & Pacific Islander (AAPI) homebuyers

    3 ways lenders can attract more Asian American & Pacific Islander (AAPI) homebuyers

    by Jim Park, CEO, The Mortgage Collaborative | Sep 01, 2020

    There are three simple ways lenders can attract more Asian American & Pacific Islander homebuyers. CEO of The Mortgage Collaborative, Jim Park shares how!

    Read more

  • Technology to grow a personal brand in the mortgage industry

    Technology to grow a personal brand in the mortgage industry

    by Ben Smidt, VP Digital Strategy | Jun 03, 2020

    These apps can help you get started growing your brand as a loan officer.

    Read more

  • How to close more loans as the #1 financial expert in your market

    How to close more loans as the #1 financial expert in your market

    by Gibran Nicholas, CEO | Apr 06, 2020

    Are you the hero, the villain or the guide in the story your clients and referral partners are telling themselves?

    Read more

  • How loan officers grow business as financial planners to borrowers

    How loan officers grow business as financial planners to borrowers

    by Jennifer Hernández, Senior Loan Officer & Top Producer | Apr 05, 2020

    It's clear how loan officers grow business as financial planners to borrowers, but first you have to know my background in the mortgage industry.

    Read more

  • 4 down payment assistance marketing strategies for loan officers

    4 down payment assistance marketing strategies for loan officers

    by Tracey Shell, Senior Director of Marketing, Homepoint | Feb 19, 2020

    31% of millennial homebuyers are planning to use a first-time homebuyer assistance program to help with their down payment. Learn how to reach them.

    Read more

  • How to turn your mortgage advice into a competitive advantage

    How to turn your mortgage advice into a competitive advantage

    by Dave Savage, CEO, Mortgage Coach | Feb 13, 2020

    As a loan officer, your mortgage advice can be a competitive advantage in helping borrowers realize their dreams of becoming a homeowner.

    Read more

  • What baseball can teach us about loan production

    What baseball can teach us about loan production

    by Dennis Black, Mortgage Industry Expert | Jul 30, 2019

    There’s a fundamental element of baseball that can help loan officers become better sales professionals: the number 3.

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  • How loan officers succeed in a cooling housing market

    How loan officers succeed in a cooling housing market

    by Sue Woodard, Mortgage Industry Expert | Dec 07, 2018

    Transferring success from a hot market to a cool one isn't guaranteed!

    Read more

  • Getting started with social media in the mortgage industry

    Getting started with social media in the mortgage industry

    by Ben Smidt, VP Digital Strategy & Innovation | Sep 18, 2018

    Using social media for business can be daunting! Here are some easy tips on how you can use social media to increase your business growth.

    Read more

  • 4 ways to engage potential Hispanic homeowners all year long

    4 ways to engage potential Hispanic homeowners all year long

    by Maria Vergara, Retail Diverse Segments Head - Wells Fargo | Aug 10, 2018

    Representing over $2 trillion in consumer buying power, the Hispanic homebuyer market is huge.

    Read more

  • 5 keys to originating successful construction loans

    5 keys to originating successful construction loans

    by Shannon Faries, Director of Risk Management | Aug 08, 2018

    Consumer Construction-to-Permanent (CTP) loans are arguably a smart space for any loan originator. Follow these tips for successful construction loans.

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  • Risk considerations in social media marketing within the mortgage industry

    Risk considerations in social media marketing within the mortgage industry

    by Greg Schroeder, Vice President | Jul 26, 2018

    Social media is a powerful tool for business development within the mortgage industry, but we need to always be conscious of potential risks.

    Read more

  • 5 money smart tips to share with your mortgage borrowers

    5 money smart tips to share with your mortgage borrowers

    by Kristen Holt, President and CEO, Greenpath | Jul 16, 2018

    As a mortgage loan officer, you’re uniquely positioned to help your mortgage borrowers manage or eliminate their debt. Use these 5 money smart tips to set your mortgage borrowers on the path towards a debt-free future.

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  • 5 tips for taking better selfies with a selfie stick

    5 tips for taking better selfies with a selfie stick

    by Ben Smidt, VP Digital Strategy & Innovation | Jun 13, 2018

    Have a little fun with your referral partners the next time you see them at an event: take a selfie! Here are some key tips to take better selfies with a selfie stick.

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  • The solution to CFPB's TILA-RESPA Black Hole Issue is simple

    The solution to CFPB's TILA-RESPA Black Hole Issue is simple

    by David Luna, President of Mortgage Educators and Compliance | May 15, 2018

    The CFPB recently announced a fix for the so-called "Black Hole Issue," a byproduct of amendments to the TILA-RESPA Integrated Disclosure Form (TRID 2.0). See how this fix works in 5 different examples.

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  • How to stand out as a mortgage expert on social media

    How to stand out as a mortgage expert on social media

    by Tammy Butler, Master CMB | May 01, 2018

    Follow these expert tips to make sure you get noticed on social media and then convert that attention to more business.

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  • 3 questions to ask Realtors to strengthen relationships

    3 questions to ask Realtors to strengthen relationships

    by Jen Du Plessis, VP Regional Sales Director | Feb 05, 2018

    Have a meeting with a real estate agent but aren't quite sure what you want to say? Ask these 3 simple questions to strengthen your relationship every time you meet.

    Read more

  • Mortgage expert insights on business planning strategies

    Mortgage expert insights on business planning strategies

    by Ben Smidt, VP Digital Strategy, Fairway | Jan 07, 2018

    Learn how to plan a successful business strategy with these mortgage expert insights from influencers, top producing loan officers and real estate experts.

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  • Insights for young mortgage professionals from MBA CEO David Stevens

    Insights for young mortgage professionals from MBA CEO David Stevens

    by Ben Smidt, VP Digital Strategy | Dec 05, 2017

    David Stevens offers insights and advice to young mortgage professionals in this exclusive in-depth conversation.

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  • 3 things loan officers still have wrong about Millennials

    3 things loan officers still have wrong about Millennials

    by Danny Garcia-Velez, VP Business Development | Nov 20, 2017

    Discover the truth about Millennials by correcting three common misconceptions about the largest living generation.

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  • The loan officer's incredible opportunity with (the neglected) Generation X

    The loan officer's incredible opportunity with (the neglected) Generation X

    by Jim Honeck, Senior Marketing Program Manager | Nov 17, 2017

    Generation X is the "forgotten middle child" of the mortgage industry. Learn how loan officers can boost their business by focusing on this generation.

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  • 3 things loan officers should know about baby boomers

    3 things loan officers should know about baby boomers

    by Laura Kapp, retired Creative Services Director | Nov 17, 2017

    Don't let the hype of Millennials and Generation X in the mortgage industry distract you from the many opportunities that Baby Boomers present.

    Read more

  • 7 expert tips for working remotely as a loan officer

    7 expert tips for working remotely as a loan officer

    by Zak Stoiber, Digital Marketing Specialist | Oct 31, 2017

    Up your at-home game with expert tips about working remotely as a loan officer, straight from top loan officers in the mortgage & housing industry.

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  • How to be a first-time homebuyer's best friend

    How to be a first-time homebuyer's best friend

    by Daniel Steffee, Realtor | Oct 23, 2017

    First-time homebuyers have become my bread-and-butter, so to speak. Here's how I have become a first-time homebuyer's best friend.

    Read more

  • 8 benefits construction-to-perm lending provides to the mortgage professional

    8 benefits construction-to-perm lending provides to the mortgage professional

    by Chase Gilbert, CEO, Built | Aug 11, 2017

    Mortgage professionals need to realize the perfect storm has formed, and the time to get into construction-to-perm lending is now.

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  • 7 ways to effectively talk to Millennials about mortgage interest rates

    7 ways to effectively talk to Millennials about mortgage interest rates

    by Zak Stoiber, Digital Marketing Specialist | Jun 02, 2017

    Millennials are now the largest living generation in America. Learn how to talk to them about home buying and mortgage interest rates.

    Read more

  • Money-making strategies for loan officers

    Money-making strategies for loan officers

    by Torry Burdick, EVP Marketing | Apr 28, 2017

    The bottom line is always front-and-center for truly competitive loan officers in the mortgage industry. Here are a few key money-making strategies to try.

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  • Ways loan officers can help Hispanic Millennial homebuyers

    Ways loan officers can help Hispanic Millennial homebuyers

    by Ben Smidt, VP Digital Strategy | Mar 20, 2017

    Hispanic Millennial homebuyers are set to be a dominant force in the mortgage industry. Here are a few key ways you can help this demographic.

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  • The secret all top loan officers know

    The secret all top loan officers know

    by Karen Maierle, Credit Union Specialist | Sep 28, 2016

    Top loan officers have one thing in common that allow them to maximize their opportunities and generate more business. Do you know what it is?

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  • 5 strategies loan officers use to attract more business

    5 strategies loan officers use to attract more business

    by the Loan Officer Hub team | Sep 23, 2016

    To keep your business healthy, you need a steady flow of new and repeat customers coming through your door. So how can you attract more business?

    Read more

  • Tag! You're it. Simple social media marketing for loan officers

    Tag! You're it. Simple social media marketing for loan officers

    by Vance Edwards, Marketing Program Director | Aug 29, 2016

    Social media marketing for loan officers is an key part of any online strategy to create more business opportunities, especially with first-time homebuyers.

    Read more

  • Social media secrets for the savvy loan officer

    Social media secrets for the savvy loan officer

    by Ben Smidt, VP Digital Strategy & Innovation | Aug 25, 2016

    Let's discuss some of the social media secrets loan officers are using to expand their customer base without a significant time investment.

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  • 3 Twitter secrets that don't require you to tweet

    3 Twitter secrets that don't require you to tweet

    by Ben Smidt, VP Digital Strategy | Aug 25, 2016

    Instead of tweeting, try using Twitter as a listening tool in the mortgage industry.

    Read more

  • Want to close more loans? Help borrowers find financial stability

    Want to close more loans? Help borrowers find financial stability

    by Craig Lonsinger, Business & Product Insights Director | Aug 22, 2016

    You're in the perfect position to educate first-time homebuyers on how financial stability will help them achieve sustainable, successful homeownership.

    Read more

  • 7 ways to optimize referral sources for loan officers

    7 ways to optimize referral sources for loan officers

    by Ben Smidt, VP Digital Strategy & Innovation | Aug 20, 2016

    Expanding referral sources for loan officers means being open to new ways of increasing your presence with key referral partners. Here are a few examples.

    Read more

  • 4 ways a loan officer can work better with real estate agents

    4 ways a loan officer can work better with real estate agents

    by Bill Gassett, Real Estate Leader | Aug 18, 2016

    Here are 4 tips to help you build a foundation and improve your interactions with real estate agents, as well as help you stand out from the competition.

    Read more

  • 4 great ways to annoy your LinkedIn connections

    4 great ways to annoy your LinkedIn connections

    by Ben Smidt, VP Digital Strategy | Jul 15, 2016

    LinkedIn is where professionals go to connect — think of it as a modern-day business card. That’s why it’s important to act professional.

    Read more

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