Next Level Loan Officers

Next Level Referral Relationship Secrets

January 27, 2021 Next Level Loan Officers Season 1 Episode 96
Next Level Loan Officers
Next Level Referral Relationship Secrets
Chapters
Next Level Loan Officers
Next Level Referral Relationship Secrets
Jan 27, 2021 Season 1 Episode 96
Next Level Loan Officers

On this tactical episode, Shane, Sean Z, KT, and Kellen talk about their strategies for creating successful referral relationships. Hear how the Next Level Coaches have created a strong UVP in their respective markets. 

3:00 Finding referral partners

6:15 Finding your UVP

11:30 Marketing company first

15:00 Top Producer Huddle


Quotes

“If you care about referral relationships, you have to stay in front of your agents.”

“Newsflash: You have to have a unique value proposition.”

“Create real reasons to follow up with your agents.”

“Everything you do is marketing. Don’t think about yourself as a lender.”

Key takeaway

Don’t ride the refi boom to a long-term bust.

Don’t assume your agents will remember you if you have them on autopilot. 

What you are you doing in your market to provide ultimate value to your referral partners. 

You have to look at your referral relationships as an investment

Look at tools like homebot

Help your agents with Marketing. Period. 

Show Notes

On this tactical episode, Shane, Sean Z, KT, and Kellen talk about their strategies for creating successful referral relationships. Hear how the Next Level Coaches have created a strong UVP in their respective markets. 

3:00 Finding referral partners

6:15 Finding your UVP

11:30 Marketing company first

15:00 Top Producer Huddle


Quotes

“If you care about referral relationships, you have to stay in front of your agents.”

“Newsflash: You have to have a unique value proposition.”

“Create real reasons to follow up with your agents.”

“Everything you do is marketing. Don’t think about yourself as a lender.”

Key takeaway

Don’t ride the refi boom to a long-term bust.

Don’t assume your agents will remember you if you have them on autopilot. 

What you are you doing in your market to provide ultimate value to your referral partners. 

You have to look at your referral relationships as an investment

Look at tools like homebot

Help your agents with Marketing. Period.