Loan Officer Referral Strategies

Build your loan officer referral network.


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Blog Posts  |  Referral Partner Strategies for Loan Officers

Discover loan officer referral strategies that can help you connect and build relationships with your real estate and builder referral partners. Our collection of hand-picked referral strategy blog content is designed to shed light and share insights on the opportunities that exist for loan officers in the mortgage industry.

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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Podcasts Referral Partner Strategies for Loan Officers

This collection of mortgage industry podcasts offers insights to loan officers on referral strategies. Tune in to hear what others in the mortgage industry are discussing in their latest podcasts while you take a walk, during your commute or while you workout. It’s always a good time to listen to a mortgage podcast!

Top Producer Series with Mason-McDuffie Mortgage

by Phil Treadwell + Kathy McAlpine + Tom Parke + Victor Romero | Mortgage Marketing Expert

$200 Million Dollar Man on Building a High Trust Referral Business Closing 400 Loans

by Geoff Zimpfer + Kory Kavanewsky | Mortgage Marketing Radio

Story-Selling - One Of The Best Loan Officer Marketing Strategies to be #1 in Your Market

by Carl White + Gibran Nicholas | Loan Officer Freedom

Generate More Leads Than You Can Handle

by Steve Kyles + Greg Gale | Loan Officer Leadership

Join the Conversation: Systems, Structure, Selling Skills and Messaging to Amplify Content

by Steve Kyles + Ben Smidt + Dennis Black | Loan Officer Leadership

What a "Realtor" Wants

by Jen Du Plessis + Realtor Jennifer Hammond | Mortgage Lending Mastery

Exclusive Guide: Successfully Working with Financial Advisors

Financial advisors are perhaps the most overlooked referral source for loan officers in today’s mortgage market. Get this exclusive guide, freshly updated for 2021, that illustrates how to successfully work with these valuable referral partners.


Mortgage Infographics  |  Referral Partner Strategies for Loan Officers

Our mortgage infographics highlight loan officer referral partner strategies that can take your business to the next level. These infographics contain easy to understand content that speaks to both real estate agents and builders. Discover insights about important referral partners, and how you can leverage these partnerships to increase business opportunities.

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Secure the latest updates when new loan officer resources, strategies and tips are available.

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