Business Building Center
The 2026 Big Game Playbook: Turn Game-Day Scrolls into First-Time Buyer Leads
The Big Game isn’t just football anymore—it’s the biggest “second-screen” night of the year. People watch ads, react in real time, vote in polls, and share takes during every break. That’s your opening: while national brands buy awareness, you can turn game-day...
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.
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...