8 Ways Loan Officers Can Strengthen Relationships with Real Estate Agents


Most homebuyers start their homeownership journey by searching for homes online or connecting with a real estate agent before contacting a loan officer. After referrals from past clients, 8 in 10 loan officers say they receive referrals from real estate agents more than any other referral source.

FinLocker wants your team to thrive in 2024, so we have compiled a practical guide detailing eight ways loan officers can connect with new agents and generate more referrals from their agent network by:

  • Generating leads to grow their business
  • Connecting with renters before their start their homebuying journey
  • Getting prospective home buyers off the fence
  • Selling more homes faster

Click here to download 8 Ways Loan Officers Can Strengthen Relationships with Real Estate Agents.

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FinLocker bridges the gap between servicing and origination, helping lenders retain and recapture more borrowers by keeping homeowners mortgage-ready. As borrower trust declines and digital engagement becomes essential, FinLocker empowers lenders to deliver continuous value—credit tracking, financial wellness, and home equity insights—through a branded app. The result: stronger relationships, higher retention, and smarter recapture strategies when the next refi wave hits.