Business Building Center
Loan Officer Coaching & Success Strategies: Consistency, Green Zone & Social Presence
The most successful loan officers share two qualities that can’t be faked: they embrace coaching and they consistently show up. In recent Loan Officer Life podcast conversations, Darren Copeland of Summit Lending and Rebecca Richardson, known as “The Mortgage...
RIP Trigger Leads: Why FinLocker Is the Future of Mortgage Readiness
The End of Trigger Leads and What It Means for Loan Officers Today marks a historic shift in mortgage marketing: the President has signed the Homebuyers Privacy Protection Act into law, officially banning trigger leads. With H.R. 2808 and S. 1467, lawmakers have...
Winning Starts With Your Database: How Loan Officers Can Unlock Real-Time Signals to Win More Business
After interviewing hundreds of mortgage professionals, one truth is clear: the loan officers who win in today’s competitive market aren’t the ones with the lowest rates. They’re the ones who truly know their database. Too often, databases are treated like a phone...
How Dwell Mortgage Is Redefining Lifetime Client Engagement with KeySteps for Mortgage Brokers
Building lifetime mortgage client engagement by putting value first When Dwell Mortgage launched Dwell 365, the goal wasn’t just to create another mortgage client portal. Founder Shane Kidwell, a mortgage broker since 2015 and loan originator since 2008, set out to...
Mortgage Relationship Marketing: How Dennis Wells Uses “Manifest With Us” to Build High-Intent Homebuyer Pipelines
Playing the Long Game to Nurture Leads Into Loyal Borrowers Overview of Denis Wells' homebuyer pipeline 4 months live on the Manifest With Us platform 50 consumers actively engaged in the app Leveraging BuyerVision to reduce credit pull costs Early engagement...
How LeaderOne Financial Converted “Not Yet Ready” Leads Into 20 Closed Loans with Homeownership App
From “Not Yet Ready” to Closed Deals — How a Digital Mortgage Engagement Tool Turned Future Buyers Into Clients The Challenge: Too Many “Not Yet” Buyers Slipping Away The Roller Mortgage Team at LeaderOne Financial is a $100M+ annual production team built almost...
How Darren Kaplan Turned FinLocker Into a High-Closing Mortgage Marketing Lead Machine
From “Apply Now” to “Ready to Buy” — A 10-Month Transformation in Borrower Conversion When Darren Kaplan, Branch Manager at Total Mortgage in Chapin, South Carolina, first explored the FinLocker platform, he wasn’t looking for “just another mortgage tool.” He...
Homebuyer App Success Story: How Abdel Khawatmi Uses PathHome to Build Trust and Convert More Borrowers
From Pre-Approval to Post-Closing — How PathHome Became the Central Tool in His Client Retention System In a year when many Loan Officers have been waiting for the market to turn, Abdel Khawatmi, Branch Manager at PRMG, has been engineering his own results. While...
The Financial Fitness Flywheel: How Empowered Clients Drive Loan Officer Growth
In today’s mortgage market, where generating quality leads is harder and closing timelines are stretching, loan officers need more than quick wins. The most valuable clients are not just the ones who close, they are the ones who actively refer friends, family, and...
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.