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FOR MORTGAGE LOAN OFFICERS

Partnering with
Real Estate Agents

How to build genuine partnerships

The Problem

Agents don't trust lenders
Past experiences were terrible
They see you as transactional
Fear you'll steal their clients

What Agents Want

Fast pre-approvals (24 hours max)
Clear communication throughout
Deals that actually close
Respect for their client relationship

First Contact

Don't pitch. Help.

"I'm not here to ask for referrals. I want to understand what frustrates you about lenders. What would make your life easier?"

Listen 80%, talk 20%

Prove Yourself

Before asking for business

Pre-approve their current buyer (free)
Answer their questions promptly
Provide market rate updates
No expectation of return

The First Referral

When they finally send you someone

PERFORM
Update agent and buyer daily
Close on time
Thank the agent publicly

Building Trust

Monthly activities to maintain relationship

Coffee meeting
Market update email
Attend their open house
Send them a referral

Red Flags to Avoid

Never go directly to their client
Don't criticize them to borrowers
Never miss a promised callback
Don't discuss their commission

Long-Term Partnership

The goal: You're their exclusive lender

They send you 80%+ of their buyers
You co-market together
You attend their team meetings
You're in their inner circle

Start Building Partnerships

10 great agent partnerships > 100 cold leads

Get Started →