Business Building Center
How Loan Officers Can Create a High-Converting Sales Funnel
After three decades navigating the ups and downs of the mortgage industry, I can say this with confidence: we’ve entered a new era. The loan officers who will succeed going forward are the ones who control the top of their sales funnel - not those who rent it or...
4 Proven Strategies to Build Fall Pipeline During Summer Downtime
It’s July. The temps are rising, but for many loan officers, the pipeline’s cooling down. Rates aren’t dropping fast enough to spark a refi boom, and homebuyers? Many are sidelined by affordability or fatigue from bidding wars. So, what now? After more than 35...
Technology with a Heart: How AI and Consumer Data Are Scaling Hope and Homeownership
The housing market remains saddled with affordability pressures, rate uncertainty, and geo-political headwinds. It's far too easy to feel like the American Dream of homeownership is slipping further out of reach, especially for first-time buyers. But a quiet...
How Edge Home Finance Uses Real-Time Data Insights to Prepare and Identify Mortgage-Ready Homebuyers
By leveraging the data insights provided by Edge Loan Advisor, Edge Home Finance LOs can quickly identify mortgage-ready homebuyers and those who need additional guidance to achieve homeownership.
Path to Equity: 5 Strategies to Boost Black Homeownership
Homeownership remains a key driver of financial stability and wealth creation for American households, accounting for nearly two-thirds of their net worth. Yet, for Black Americans, it continues to be an uphill battle. The homeownership rate for Black households...
Growing Your Sales Pipeline: How Loan Originators Can Build a High-Value Network of Referral Partners
As a loan originator, building strong relationships with professionals in related industries is an effective way to expand your sales pipeline and increase business opportunities. Real estate agents, divorce attorneys, financial advisors, and other professionals in...
Leveraging Financial Education to Build Your Homebuyer Database
In today’s competitive housing market, Millennials and Gen Z face numerous obstacles on their path to becoming homeowners. However, there is a valuable opportunity for mortgage originators to connect with potential customers through financial education. To help...
Building Financial Futures: How Credit Unions Can Attract and Engage Younger Members Throughout Their Financial Lives
In today's rapidly evolving financial landscape, credit unions face a critical challenge: attracting and retaining younger members. While the traditional strengths of credit unions—community focus, member ownership, and favorable rates—remain relevant, they must...
3 Trends in Hispanic Homeownership Shaping the Mortgage Industry
The past decade has seen Hispanic households contribute significantly to homeownership growth in the United States. Data shows that Hispanics have been responsible for 25% of the overall increase in homeownership nationwide over the last 10 years. In 2023, the...
A Homebuyer’s Guide to Understanding the NAR Settlement
Navigating the real estate market as a first-time homebuyer can be challenging. Recent changes resulting from the National Association of Realtors® (NAR) settlement have added complexity to the process, even for experienced homebuyers. To help you prepare for the...
The Argument for Playing the Long Game
Download The Argument for Playing the Long Game to obtain a comprehensive framework for loan officers to effectively work with early journey homebuyers.
How a Mortgage Lender returned 90% ROI using FinLocker to Attract, Engage and Nurture Homebuyers
WAM Wallet Launch On May 4, 2023, What’s A Mortgage launched its FinLocker-powered WAM Wallet, capitalizing on a strategic social media campaign spearheaded by two influential mortgage originators, Minh Nguyen and Jide Buckley. Leveraging their substantial...
Empowering First-Time Homebuyers Through Financial Education: The Role of Loan Officers and FinLocker
In today's complex financial landscape, the journey to homeownership can be daunting for first-time buyers. The importance of loan officers extending their roles beyond mere facilitators of loans to becoming pivotal sources of financial education cannot be...