Loan officer referral strategies
Blog posts: Referral partner strategies
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3 lessons from a 20-year mortgage career
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.
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How to generate real estate agent referrals like the top 1% of mortgage professionals
Geoff Zimpfer shares the referral tips he's gleaned from over 300 interviews with top producing loan officers.
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The mortgage industry’s best-kept secret: How education, common interests and the law of reciprocity can transform your lead generation
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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Get out there IRL: Mortgage is still a face-to-face business
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
Get insights about the NAR settlement, why originators need to get back to basics, the importance of video and more.
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3 secrets to surviving an economic storm
Prepare now so you’re strategically positioned to thrive.
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How loan officers can get started working with referral partners
Get 4 referral tips from a top originator.
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Jump-start your 2023 planning with insights from fellow loan officers
Learn from your peers: Get our takeaways on business planning from the most recent Loan Originators Survey.
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How loan officers can turn human resources departments into referral partners
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
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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How to skyrocket referrals from your borrowers
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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3 ways top loan officers connect with real estate agents
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
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
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!
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Leverage closing to build relationships, strengthen brand, generate referrals
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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How to close more loans as the #1 financial expert in your market
Are you the hero, the villain or the guide in the story your clients and referral partners are telling themselves?
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5 keys to originating successful construction loans
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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3 questions to ask Realtors to strengthen relationships
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.
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8 benefits construction-to-perm lending provides to the mortgage professional
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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Money-making strategies for loan officers
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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The secret all top loan officers know
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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7 ways to optimize referral sources for loan officers
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.
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4 ways a loan officer can work better with real estate agents
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.
More referral resources
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Infographic: 7 great referral sources for smart loan officers
Easy tips to leverage valuable referral partnerships.
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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.
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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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