How to Forge Stronger Referral Relationships

Top producers understand that their existing customer base is a gold mine for referrals and future revenue. The best in the business are masters at connecting with previous clients in meaningful ways that ultimately position them as valued financial advisors. Here’s a closer look at proven tactics LOs use to leverage their sphere of influence: […]

Why It’s Prime Time to Market to Millennials

Millennials’ dream of homeownership is alive and well, according to a recent Lending Tree analysis of mortgage offers on its platform. If your LOs aren’t actively courting these potential borrowers, your sales team could be missing out on bigger, better sales results. Why it matters: • Millennials – those born between 1981 and 1996, or […]

The Smartest Move Lenders Can Make in 2023

  If your sales force isn’t tapping into a more multicultural market, you and your lender could be leaving millions in new business on the table. Why it matters: The buying power of African American, Asian American and Native American consumers, has increased exponentially to $3 trillion in 2020. Source: University of Georgia’s Selig Center […]

What it Takes to Convince Borrowers to Buy

  Many managers believe that improving originators’ product knowledge is one of the most important investments they can make. Granted, qualifying borrowers and slotting them into the appropriate loan is key to an originator’s success. But, managers tend to overlook another critical element that is mandatory for origination: excellent communication skills. In general, managers fail […]

Are Your LOs Properly Qualifying Prospects?

When I’m conducting sales reviews, less experienced originators will often lament that they really connected with a prospect but that their pitch didn’t translate into a sale. “What went wrong?” they ask. The reality is that just because a prospect and a seller have a good conversation is no guarantee that the sale will happen […]