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