Loan officer referral strategies

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.

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.

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

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!

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

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

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

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.

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

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.

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?

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.