The Loan Officer Agent Referral Strategy That Turns 40 Real Estate Agents Into Predictable Closings

This past Thursday, inside our private members-only class, Jim and I walked through a smarter way to go deeper with the right Real Estate Agents and quietly add deals every month. Without working nights.Without chasing cold leads.Without blowing up your weekends. We jokingly started by calling it “Thor vs. Jim.” By the end of the…

Loan Officer Relationship Marketing: Using the 5 Love Languages to Get More Referrals

There’s a great book called The 5 Love Languages. It explains how different people experience feeling valued. Some people need Words of Affirmation.Some need Physical Touch.Others need Gifts, Quality Time, or Acts of Service. Once you understand your own love language, it’s easy to recognize yourself in one of them. But here’s what’s interesting. We…

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105 Loan Officer Referral Questions That Turn Conversations Into Closings

What if one simple change could dramatically increase your referrals, strengthen your agent relationships, and position you as a leader in your market? Not more scripts.Not more cold calls.Not more chasing. Better questions. Over the years, I’ve discovered something that completely changed the way I build referral relationships. And it wasn’t a new marketing tactic….

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The Loan Officer Referral Tracking System That Turns Activity Into Closings

Most loan officers are busy. Calls get made.Notes get sent.Conversations happen. On paper, it looks productive. But here’s the real question: Is your activity actually turning into closed loans? That’s where most loan officers get stuck. They’re working hard, staying “busy,” and doing what they’ve been told to do… but the results don’t match the…

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How He Made $100,000 More This Year

How would you like to make an additional $100k in personal W2 income? That’s exactly what Taylor Briggs from Chesapeake, Virginia has done over the past two years. He and his business partner run a lending firm as part of their parent company, and their recent success has been noteworthy. He recently sent me a…

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Masterminding with a Mastermind

One of my favorite ways to get new, creative ideas flowing for my mortgage business is to brainstorm with a genius. Mr. Ralph Watkins, my dear friend and long-time business partner, fits the bill. Ralph is a mortgage entrepreneur extraordinaire, and he’s the one who got me into the mortgage business 24 years ago. Neither…

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How to Do a VA Home Buyer Event

One of the keys to success in the mortgage industry is having the ability to think of ideas outside the box—and then implement them. My friend Sarah Cox is doing just that with her VA home buyer event. Sarah has been in the mortgage business since 2002. She’s done a lot within the industry—servicing, processing,…

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How to Get Back to Your 2021 Production

Just because the mortgage market isn’t what it used to be doesn’t mean you can’t have great success as a loan officer right now. I sat down with my dear friend, Kristin Simpson, recently to talk about just that. If anyone knows loan officers, it’s Kristin. She talks to an average of 15 loan officers…

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Your Biggest Concerns in Today’s Market

Loan officers on the whole are having a rough go of it right now. But it doesn’t have to be that way. My dear friend and partner, Steve Kyles, and I know a whole lot of loan officers who are having their best year ever. It doesn’t have to be hard. We’re passionate about addressing…