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.
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3 key mindset adjustments for loan originators
by Phil Treadwell, speaker and mindset coach | Sep 09, 2024Adopt 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
by Diego Arteaga, Mortgage Loan Officer | Jul 17, 2024Diego 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
by Jim Honeck, Marketing Strategies Director | Jun 28, 2024Get 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
by Mandy Phillips, Branch Manager | Apr 03, 2024Learn 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
by Kayla Kallander, the Mortgage Meteorologist | Mar 08, 2024Do 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
by Mike Olden, VP of Sales and Education, American Reporting Company | Dec 14, 2023Get 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
by Ron Vaimberg, coach and trainer | Dec 05, 2023Strategies 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
by Tammy Schneider, co-founder, Mortgage Marketing Animals | Sep 12, 2023Learn 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
by Todd Duncan, Sales Expert & Coach | Aug 30, 2023Prepare now so you’re strategically positioned to thrive.
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How loan officers can get started working with referral partners
by Ravi Patel, SVP Mortgage Lending | Feb 27, 2023Get 4 referral tips from a top originator.
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Jump-start your 2023 planning with insights from fellow loan officers
by Liz Keuler, Editor, Loan Officer Hub | Nov 14, 2022Learn 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
by Tay Toliver, Director of Community Advancement | Oct 26, 2022Build 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
by Dean Dardzinski, VP – Managing Director | Aug 29, 2022With 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
by Cherie Good, Mortgage Banker | Jul 21, 2022People 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
by Miguel Vega, EVP of Multicultural Business Development | May 25, 20225 lessons for loan officers looking to serve more diverse communities.
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Creative strategies to use with move-up buyers
by Margaret Crowley, VP Marketing and Customer Experience | Apr 15, 2022More 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
by Liz Keuler, Editor, Loan Officer Hub | Mar 14, 2022US 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
by Zak Stoiber, Digital Marketing Program Specialist | Feb 21, 2022Discover 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
by Shashank Shekhar, CEO, InstaMortgage | Jan 11, 2022Make 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
by John Donnelly, Executive Director of Sales | Nov 30, 2021Business 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
by Todd Duncan, Sales Expert and Coach | Nov 10, 2021The 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
by Kyle Draper, Social Media Coach | Aug 23, 2021Ready 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
by Kevin Hearden, Product Development Director | Jul 22, 2021If 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
by Stephanie Budnik, AMP | Jun 07, 2021In 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
by Melinda Harris, Director of Marketing Communications | May 10, 2021Demand 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
by Gibran Nicholas, CEO - Momentifi | Apr 16, 2021Experiencing 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!
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5 strategies that help loan officers work more efficiently to manage high origination volume
by Dave Savage, CEO, Mortgage Coach | Mar 08, 20212021 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
by Trevor Hammond, Branch Manager | Oct 30, 2020Learn 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
by Zak Stoiber, Digital Marketing Program Specialist | Sep 28, 2020Make 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
by Lorri Hoffman, Senior Loan Officer | Sep 09, 2020Learn 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
by Jim Park, CEO, The Mortgage Collaborative | Sep 01, 2020There are three simple ways lenders can attract more Asian American & Pacific Islander homebuyers. CEO of The Mortgage Collaborative, Jim Park shares how!
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Technology to grow a personal brand in the mortgage industry
by Ben Smidt, VP Digital Strategy | Jun 03, 2020These apps can help you get started growing your brand as a loan officer.
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How to close more loans as the #1 financial expert in your market
by Gibran Nicholas, CEO | Apr 06, 2020Are you the hero, the villain or the guide in the story your clients and referral partners are telling themselves?
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How loan officers grow business as financial planners to borrowers
by Jennifer Hernández, Senior Loan Officer & Top Producer | Apr 05, 2020It's clear how loan officers grow business as financial planners to borrowers, but first you have to know my background in the mortgage industry.
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4 down payment assistance marketing strategies for loan officers
by Tracey Shell, Senior Director of Marketing, Homepoint | Feb 19, 202031% of millennial homebuyers are planning to use a first-time homebuyer assistance program to help with their down payment. Learn how to reach them.
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How to turn your mortgage advice into a competitive advantage
by Dave Savage, CEO, Mortgage Coach | Feb 13, 2020As a loan officer, your mortgage advice can be a competitive advantage in helping borrowers realize their dreams of becoming a homeowner.
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What baseball can teach us about loan production
by Dennis Black, Mortgage Industry Expert | Jul 30, 2019There’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
by Sue Woodard, Mortgage Industry Expert | Dec 07, 2018Transferring success from a hot market to a cool one isn't guaranteed!
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Getting started with social media in the mortgage industry
by Ben Smidt, VP Digital Strategy & Innovation | Sep 18, 2018Using social media for business can be daunting! Here are some easy tips on how you can use social media to increase your business growth.
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4 ways to engage potential Hispanic homeowners all year long
by Maria Vergara, Retail Diverse Segments Head - Wells Fargo | Aug 10, 2018Representing over $2 trillion in consumer buying power, the Hispanic homebuyer market is huge.
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5 keys to originating successful construction loans
by Shannon Faries, Director of Risk Management | Aug 08, 2018Consumer 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
by Greg Schroeder, Vice President | Jul 26, 2018Social media is a powerful tool for business development within the mortgage industry, but we need to always be conscious of potential risks.
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5 money smart tips to share with your mortgage borrowers
by Kristen Holt, President and CEO, Greenpath | Jul 16, 2018As 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
by Ben Smidt, VP Digital Strategy & Innovation | Jun 13, 2018Have 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
by David Luna, President of Mortgage Educators and Compliance | May 15, 2018The 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
by Tammy Butler, Master CMB | May 01, 2018Follow 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
by Jen Du Plessis, VP Regional Sales Director | Feb 05, 2018Have 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.
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Mortgage expert insights on business planning strategies
by Ben Smidt, VP Digital Strategy, Fairway | Jan 07, 2018Learn 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
by Ben Smidt, VP Digital Strategy | Dec 05, 2017David 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
by Danny Garcia-Velez, VP Business Development | Nov 20, 2017Discover the truth about Millennials by correcting three common misconceptions about the largest living generation.
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3 things loan officers should know about baby boomers
by Laura Kapp, retired Creative Services Director | Nov 17, 2017Don't let the hype of Millennials and Generation X in the mortgage industry distract you from the many opportunities that Baby Boomers present.
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The loan officer's incredible opportunity with (the neglected) Generation X
by Jim Honeck, Senior Marketing Program Manager | Nov 17, 2017Generation 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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7 expert tips for working remotely as a loan officer
by Zak Stoiber, Digital Marketing Specialist | Oct 31, 2017Up 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
by Daniel Steffee, Realtor | Oct 23, 2017First-time homebuyers have become my bread-and-butter, so to speak. Here's how I have become a first-time homebuyer's best friend.
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8 benefits construction-to-perm lending provides to the mortgage professional
by Chase Gilbert, CEO, Built | Aug 11, 2017Mortgage 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
by Zak Stoiber, Digital Marketing Specialist | Jun 02, 2017Millennials are now the largest living generation in America. Learn how to talk to them about home buying and mortgage interest rates.
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Money-making strategies for loan officers
by Torry Burdick, EVP Marketing | Apr 28, 2017The 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
by Ben Smidt, VP Digital Strategy | Mar 20, 2017Hispanic 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
by Karen Maierle, Credit Union Specialist | Sep 28, 2016Top 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
by the Loan Officer Hub team | Sep 23, 2016To 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?
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Tag! You're it. Simple social media marketing for loan officers
by Vance Edwards, Marketing Program Director | Aug 29, 2016Social media marketing for loan officers is an key part of any online strategy to create more business opportunities, especially with first-time homebuyers.
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Social media secrets for the savvy loan officer
by Ben Smidt, VP Digital Strategy & Innovation | Aug 25, 2016Let'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
by Ben Smidt, VP Digital Strategy | Aug 25, 2016Instead of tweeting, try using Twitter as a listening tool in the mortgage industry.
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Want to close more loans? Help borrowers find financial stability
by Craig Lonsinger, Business & Product Insights Director | Aug 22, 2016You're in the perfect position to educate first-time homebuyers on how financial stability will help them achieve sustainable, successful homeownership.
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7 ways to optimize referral sources for loan officers
by Ben Smidt, VP Digital Strategy & Innovation | Aug 20, 2016Expanding referral sources for loan officers means being open to new ways of increasing your presence with key referral partners. Here are a few examples.
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4 ways a loan officer can work better with real estate agents
by Bill Gassett, Real Estate Leader | Aug 18, 2016Here 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.
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4 great ways to annoy your LinkedIn connections
by Ben Smidt, VP Digital Strategy | Jul 15, 2016LinkedIn is where professionals go to connect — think of it as a modern-day business card. That’s why it’s important to act professional.
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