Loan officer referral strategies

Blog posts: Referral partner 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

  • 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

  • 3 secrets to surviving an economic storm

    3 secrets to surviving an economic storm

    by Todd Duncan, Sales Expert & Coach | Aug 30, 2023

    Prepare now so you’re strategically positioned to thrive.

    Read more

  • How loan officers can get started working with referral partners

    How loan officers can get started working with referral partners

    by Ravi Patel, SVP Mortgage Lending | Feb 27, 2023

    Get 4 referral tips from a top originator.

    Read more

  • Jump-start your 2023 planning with insights from fellow loan officers

    Jump-start your 2023 planning with insights from fellow loan officers

    by Liz Keuler, Editor, Loan Officer Hub | Nov 14, 2022

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

    Read more

  • How loan officers can turn human resources departments into referral partners

    How loan officers can turn human resources departments into referral partners

    by Dean Dardzinski, VP – Managing Director | Aug 29, 2022

    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.

    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

  • How to skyrocket referrals from your borrowers

    How to skyrocket referrals from your borrowers

    by Shashank Shekhar, CEO, InstaMortgage | Jan 11, 2022

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

    Read more

  • 3 ways top loan officers connect with real estate agents

    3 ways top loan officers connect with real estate agents

    by Stephanie Budnik, AMP | Jun 07, 2021

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

    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

  • The surprising way to avoid burnout AND win bidding wars

    The surprising way to avoid burnout AND win bidding wars

    by Gibran Nicholas, CEO - Momentifi | Apr 16, 2021

    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!

    Read more

  • Leverage closing to build relationships, strengthen brand, generate referrals

    Leverage closing to build relationships, strengthen brand, generate referrals

    by Zak Stoiber, Digital Marketing Program Specialist | Sep 28, 2020

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

    Read more

  • How to close more loans as the #1 financial expert in your market

    How to close more loans as the #1 financial expert in your market

    by Gibran Nicholas, CEO | Apr 06, 2020

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

    Read more

  • 5 keys to originating successful construction loans

    5 keys to originating successful construction loans

    by Shannon Faries, Director of Risk Management | Aug 08, 2018

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

    Read more

  • 3 questions to ask Realtors to strengthen relationships

    3 questions to ask Realtors to strengthen relationships

    by Jen Du Plessis, VP Regional Sales Director | Feb 05, 2018

    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.

    Read more

  • 8 benefits construction-to-perm lending provides to the mortgage professional

    8 benefits construction-to-perm lending provides to the mortgage professional

    by Chase Gilbert, CEO, Built | Aug 11, 2017

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

    Read more

  • Money-making strategies for loan officers

    Money-making strategies for loan officers

    by Torry Burdick, EVP Marketing | Apr 28, 2017

    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.

    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

  • 7 ways to optimize referral sources for loan officers

    7 ways to optimize referral sources for loan officers

    by Ben Smidt, VP Digital Strategy & Innovation | Aug 20, 2016

    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.

    Read more

  • 4 ways a loan officer can work better with real estate agents

    4 ways a loan officer can work better with real estate agents

    by Bill Gassett, Real Estate Leader | Aug 18, 2016

    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.

    Read more

Showing {count} most recent

View More

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.

Download your guide

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.

Get your materials

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.  


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.