Mortgage Training
How-to articles specific to loan officers
18 articles
The Purpose of Broker Open Houses for Loan OfficersWhy attend and some simple follow-up tips
How to follow up with a realtor who switches teams
How to follow up with Realtors I know from past transactions and haven’t heard from them in a while (and they don’t respond to my phone calls/texts/postcards, etc.)
How to follow up with Realtors I used to work with and they started working with another lender
How to follow up with realtors that I meet at Broker Opens
How to follow up with Realtors that switch brokerage companies (i.e., from Keller Williams to Compass)
How to follow up with Realtors that switch brokerage companies and the new brokerage has an affiliation with a different lender
How to have a Realtor recommend ONLY me, rather than giving 2 or 3 names
When connecting with familiar and new agents, most inform me that their clients arrive pre-approved by online lenders. I've urged agents to refer for a second opinion. How can I tackle this challenge?
The Mortgage Process from Start to Finish
B2C Business Triggers for Loan OfficersFollow-up Tips for Potential Borrowers or Past Clients
B2B Business Triggers for Loan OfficersWhat is a business trigger to follow up with referral partners?
Strategies to Fill Your Help List with New OpportunitiesTargets vs. Leads for Loan Officers
"Active" Pipeline Status UpdatesIn-Process Milestones
Understanding the Stages of the Mortgage Lending PipelineMortgage Pipeline Stages
Understanding Loan Officer Referral Sources by Percentagefor Credit Unions and Community Banks
How to Build a Strong Referral Databasefor Credit Unions and Community Banks
How Loan Officers Can Support Realtor Partners with Open HousesUsing Marketing Suite for Open House Co-Branding