Loan Officer Hub blog

A gift at closing can be a nice way to welcome borrowers to their new home and contribute to a lasting impression that can lead to referrals.

Jeremy Engle shares these key lessons he learned over the course of his career in loan origination: Be ready to pivot; be a problem-solver; and focus on service.

A client avatar helps you understand the full picture of the client: who they are, what their life looks like, what they know (and what they don’t), and the concerns they may not even say out loud.

When you have someone holding you accountable every week, something powerful happens. You stop making excuses and start making progress.

AI is here to stay, so how can you make the most of it as a loan officer? Dustin Owen of The Loan Officer Podcast shares his tips.

Geoff Zimpfer shares the referral tips he's gleaned from over 300 interviews with top producing loan officers.

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

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

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

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

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

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

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

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

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

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

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

Prepare now so you’re strategically positioned to thrive.

Get 4 referral tips from a top originator.

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

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

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.

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.

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

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

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

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

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

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.

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

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

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

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

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

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!

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

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

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

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

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

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

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

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.

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.

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

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

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

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.

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

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

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

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.

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.

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.

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

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.

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

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

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

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

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

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.

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.

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

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

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.

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.

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?

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?

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

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

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

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

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.

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.

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.