Loan Officer Advice
- All
- Blog Posts
- Customer Stories
- eBooks & White Papers
- Podcasts
- Press
- Webinars
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 a Strong Referral Network
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
Blog Posts
5 Ways Loan Officers Can Build a Strong Referral Network
It can be hard to get started filling your pipeline with referrals. To get your foot in the door and set yourself up for success, make these 5 strategies a part of your weekly routine.
March 22, 2021
eBooks & White Papers
Winning Agent Business
To walk in the shoes of an agent, we interviewed dozens across the country. Then, we compiled the most valuable tips and advice into this ebook to help you build mutually beneficial partnerships based on agent feedback.
March 5, 2021
eBooks & White Papers
14 Habits of High Performing Loan Officers
With firsthand tips, tricks, and direct quotes from some of the nation’s highest performers, this guide will help you and your lending team create your own daily tactics for massive success.
February 4, 2021