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…

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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…