Loan Officer Referrals: The Simple Question That Brings In More Deals

There’s one simple question that can create more conversations, more introductions, and more opportunities… Without sounding pushy or awkward. Here it is: “Who do you know that I should talk to, and what can I do for you right now as a way of saying thanks?” That’s a powerful question. And the reason it works…

Loan Officer Follow Up: Why “Not Wanting to Bother Them” Is Costing You Closings

A lot of loan officers have a solid number of pre-approved “lookers” sitting in their pipeline. They know they should follow up. They know they’ll close more loans if they do. But they don’t. And they end up losing deals that were already halfway there. Why Loan Officers Avoid Follow Up It’s not because they’re…

Loan Officer Leads: The Simple Math Behind 5 to 10 Closings a Month

If you want to close 5 loans a month, you don’t need a new market. You don’t need rates to drop. And you don’t need to work harder. You need about 25 referred leads a month. If you want to close 10 loans a month? You need about 50 referred leads a month. Because on…

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Loan Officer Prospecting: Why Your “Problem” Is Just a Symptom

Every now and then, I’ll ask a loan officer a simple question: “What’s your biggest problem right now?” Most of the time, the answer sounds like this: “I don’t have enough closings.” And I get it. That feels like the problem. But it’s not the problem. It’s the symptom. Why “Not Enough Closings” Isn’t the…