Loan officer consumer strategies

Blog posts: Consumer strategies

  • 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.

    Read more

  • 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.

    Read more

  • 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.

    Read more

  • 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.

    Read more

  • 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.

    Read more

  • 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.

    Read more

  • 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.

    Read more

  • 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.

    Read more

  • 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.

    Read more

  • 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.

    Read more

  • 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.

    Read more

  • 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.

    Read more

  • 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?

    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?

    Read more

  • 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.

    Read more

  • 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.

    Read more

  • 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

  • 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.

    Read more

  • 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

  • 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 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.

    Read more

  • 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.

    Read more

  • 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.

    Read more

  • 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.

    Read more

  • 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

  • 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

  • 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

  • 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.

    Read more

  • 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?

    Read more

  • 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

  • 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

Showing {count} most recent

View More

Gen Z on Gen Z - conversation with Ally Carty

Gen Z on Gen Z: A video conversation with Ally Carty

Gen Z guru Ally Carty, a national account executive for ActiveComply, shares the insights she’s gleaned through her informal surveys and interviews with her Gen Z peers about their attitudes toward homeownership and the mortgage process.

Watch now

First Time Homebuyer education - homebuyers put together a table

Homebuyer education resources

For many of your borrowers, you’re not just a loan officer, you’re an educator. Save time – be prepared with educational links and materials. MGIC’s homebuyer education site, Readynest, is chock-full of educational information and tools (bonus: your borrowers won’t find any ads for your competitors). MGIC also provides downloads and other homebuyer education materials. 

Check out Readynest

Learn more about homebuyer education materials from MGIC

Learn more about your markets

Get stats, facts, and tools to use with key homebuying demographics. 


Subscribe to Loan Officer Hub

Never miss a key insight, tool or strategy! Loan Officer Hub is here to help you succeed in the mortgage industry. Subscribe to our email newsletter to be notified when we drop the latest content from industry experts.