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loan officer sales strategy

Mortgage Marketing Animals

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

ByCarl White & Jim Reed May 19, 2026May 19, 2026

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…

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Mortgage Marketing Animals

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

ByCarl White & Jim Reed April 20, 2026April 20, 2026

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…

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Mortgage Marketing Animals

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

ByCarl White & Jim Reed April 6, 2026April 6, 2026

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…

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Loan Officer Coaching | Mortgage Marketing Animals

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

ByCarl White & Jim Reed March 30, 2026March 30, 2026

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:…

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