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The Referral Strategy Every Loan Officer Should Be Using

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Manage episode 505359211 series 3661429
Content provided by Carl White. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Carl White or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

If you’re already working with agents you like, it’s time to take the relationship one step further. In this episode of the Loan Officer Breakfast Club, we break down a surprisingly underused but powerful strategy: asking your favorite agents for introductions to other agents just like them.

Frank Garay and the crew share how to make this ask feel natural, when to do it, and how to avoid sounding awkward or pushy. Plus, we walk through a new “5 Scenarios” handout packed with real-life moments when it’s perfect to ask for a referral—with scripts included.

Want the handout? You can grab it by booking a free strategy call here: http://loanofficerstrategycall.com/ LIVE Zoom Meeting Access: https://www.BreakfastClubZoom.com

Free Strategy Call for Loan Officers: https://www.MortgageTrainingCall.com

Learn More About Us: https://www.MortgageMarketingAnimals.com

  continue reading

106 episodes

Artwork
iconShare
 
Manage episode 505359211 series 3661429
Content provided by Carl White. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Carl White or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

If you’re already working with agents you like, it’s time to take the relationship one step further. In this episode of the Loan Officer Breakfast Club, we break down a surprisingly underused but powerful strategy: asking your favorite agents for introductions to other agents just like them.

Frank Garay and the crew share how to make this ask feel natural, when to do it, and how to avoid sounding awkward or pushy. Plus, we walk through a new “5 Scenarios” handout packed with real-life moments when it’s perfect to ask for a referral—with scripts included.

Want the handout? You can grab it by booking a free strategy call here: http://loanofficerstrategycall.com/ LIVE Zoom Meeting Access: https://www.BreakfastClubZoom.com

Free Strategy Call for Loan Officers: https://www.MortgageTrainingCall.com

Learn More About Us: https://www.MortgageMarketingAnimals.com

  continue reading

106 episodes

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