Next Level Loan Officers

Focus On Your ALL-IN Agent Relationships!

October 27, 2021 Next Level Loan Officers Season 1 Episode 124
Next Level Loan Officers
Focus On Your ALL-IN Agent Relationships!
Show Notes

On this episode Sean, Shane, Kellen, and KT give you the blueprint to measuring referral partner success. The coaches discuss metrics, marketing, finding the right fit, and finding the true value of a relationship. 

2:15 Referral partners metrics

12:00 Knowing your audience

18:20 Agent marketing

22:05 Partnering with the right agent

25:00 Middle tier agents


“This year we need to work to get 2 years better.”

“At the end of the day, I want to work with people who align with my business.”

“Spend time with your ALL-IN relationships.”

“Loan Officers over market to agents all the time, when less is more.”

“Following agents on Social Media is a great way to find the ones you want to work with and what matters to them.”

“The most important thing that Loan Officers can do is work with agents who will respect you.”

Key Takeaways:

You need to measure your referral partner metrics and rank them accordingly. 

Ask yourself what you want in a new referral partnership outside of just production. 

A low amount of good relationships are better than a high amount of bad relationships. Not every agent is a good fit!

You don’t need to focus on the “A-List” agents to build a successful business relationship. 

Ask yourself what the value of the relationship allows you to do in your business or personal life. 

Appraisers and title reps are great sources to find the RIGHT agents.


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