Last week inside The Mortgage Marketing Animals member class, we taught something that hit a nerve for a LOT of loan officers…
Why so many LOs avoid meeting with real estate agents, even though we all know that 76% of purchase borrowers use the loan officer the agent recommends.
It’s not that LOs don’t want agent referrals.
It’s that they don’t have a structure for the meeting…
so they show up nervous, wing it, and leave without the result they deserve.
Meanwhile, top producers?
They aren’t chasing shiny whistles…
They’re running professional realtor meetings that naturally turn into long-term referral partnerships.
And that’s exactly what we are teaching our members on today’s Members Only class.
Here’s one tiny piece you can use right now:
Start the meeting by honoring the agent, not pitching yourself.
When you open with, “I’ve been studying your business and I’m impressed by __,”
the whole conversation shifts.
Walls drop.
Agents open up.
And they’re 10x more willing to share what they actually need in a lending partner.
That’s just the first 60 seconds of the meeting formula.
Inside the full class, we are walking through:
• How to build instant honor and rapport
• The exact questions that reveal an agent’s motivations, pain points, and decision-making style
• How to identify the real “deal-breakers” agents use when choosing a lender
• A simple structure for a first meeting that naturally leads to a high-conversion second appointment
• How to follow up with professional “proof pieces” so agents feel confident referring you
Most LOs are losing business simply because they never learned how to run this meeting.
Top producers? They’re doing it every week, and they’re using this winning formula.
Powered by: Mortgage Marketing Animals.
