Loan officer referral strategies

Blog posts: Referral partner strategies

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client meets with financial advisor in busy cafe

Exclusive guide: How to work with financial advisors

Financial advisors are perhaps the most overlooked referral source for loan officers in today’s mortgage market. Get this exclusive guide that illustrates how to successfully work with these valuable referral partners.

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for sale to sold presentation

Presentations to use with referral partners

When you help real estate agents grow their knowledge and skills, you prove the value of a mutually beneficial partnership. MGIC offers ready-made workshops designed to assist top loan officers in building relationships with key referral partners in real estate, construction and more.

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More referral resources

  • woman in hard hat

    Infographic: 7 great referral sources for smart loan officers

    Easy tips to leverage valuable referral partnerships.

  • 5 proven habits for building referral relationships

    Infographic: 5 proven habits for building referral partnerships

    1,600 loan officers can't be wrong! Get the top 5 referral insights from our latest Loan Originators Survey.

  • Shadows of people shaking hands and conversing over a colorful background

    Video: How to ask the right questions with Ron Vaimberg

    Referral tips for loan officers, including the right questions to ask and how to play to your own strengths.  

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