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eBooks & White Papers
How to Help Borrowers Navigate Mortgage Loan Products & Pricing: A Guide for LOs
In today's mortgage market, borrowers face a complex, often confusing landscape. As a mortgage loan officer, you’re in a prime position to be the trusted guide they need. But how do you stand out in an increasingly competitive and crowded market? In this eBook, we’ll explore how you can empower your borrowers by providing clear, personalized loan pricing and product options quickly and efficiently.
April 23, 2025
eBooks & White Papers
New Rules, New Strategy: How to Drive Mortgage Leads in the Aftermath of NAR & FCC Rule Changes
New NAR and FCC rule changes will impact the way home buyers interact with lending and real estate professionals. Now is the time to ahead of rule changes and borrower expectations with a well-crafted lead generation strategy. Here are our best tips for building a bulletproof mortgage lead funnel in today’s changing landscape.
August 5, 2024
Blog Posts
6 Ways to Generate More Referral Business from Real Estate Agents
In the environment created by the NAR settlement, then, lenders have a major opportunity to build valuable, symbiotic relationships with real estate agents. Wondering how exactly to foster these connections? Here are our top tips.
July 30, 2024
Blog Posts
3 Ways to Refresh Your Mortgage Lead Funnel
Old strategies from previous market cycles won’t work today. It’s time to reinvent how you attract, convert, and service borrowers.
September 13, 2023
Blog Posts
4 Qualities Real Estate Agents Seek in Their Go-to Lender
As a mortgage lender, your reputation precedes you. The way you build that reputation may very well dictate your success. Wondering how to wow agents in your market? Here are the most common qualities agents say they value in their lending partners.
June 8, 2023
eBooks & White Papers
Winning Agent Business: The Lender’s Guide to Building a Strong Referral Network in 2025
Real estate agents still hold the keys to the referral kingdom. To create this eBook, we interviewed agents and broker-owners across the country to get their perspective and dissect the implications for mortgage lenders. The result is firsthand advice to help you better network to create a strong funnel of referral leads.
May 1, 2023
Blog Posts
10 Ways Loan Officers Can Build Strong Referral Relationships with Real Estate Agents
With interest rates rising and loan volume falling, a steady stream of borrower business is far from guaranteed. Today, strong relationships that facilitate reliable referral business are vital for loan officer success. And when it comes to referrals, real estate agents still provide the most profitable leads.
April 19, 2022
Blog Posts
6 Mortgage Marketing Tips for Loan Officers to Win in 2023
Competition is heating up for lenders, and with profitability becoming a struggle in today's market, the way you market your services can make all of the difference. By creating a reliable funnel of leads through strategic marketing, you can guard your business against coming challenges.
January 25, 2022
Blog Posts
3 Ways Loan Officers Can Support Real Estate Agents in Today’s Frantic Market
The current purchase-heavy market provides a prime opportunity for loan officers to build rapport with agents to earn substantial referral business. A feasible way to earn these referrals is by helping agents field the unique issues presented by today's frenzied market.
June 2, 2021
Blog Posts
How to Build a Unique & Recognizable Lending Brand
Branding is something that's widely neglected by lending institutions, yet it's a vital part of an effective marketing strategy. Use these strategies to boost recognition among your target audience, gain a powerful competitive advantage, increase customer loyalty, and grow your market share.
May 28, 2021