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...
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...
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...
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...
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...
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...
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...
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...
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...
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...