This workshop zeros in on approaches for building and sustaining strong relationships with realtors, builders, financial planners and attorneys. In this course, you will consider the unique challenges realtors face in today’s housing and economic environment. We’ll identify relevant solutions to challenges, practice developing and articulating the unique value each of your MLOs provide to realtors, builders, and other referral partners, help them increase face-to-face meetings (virtual and in-person) with existing and prospective partners and prepare for the range of challenges and objections they may hear relative to the current lending environment.

This workshop delves into the whys and how’s of referral-based business success. MLOs who consistently perform above their peers share this important trend:  Most of their business comes from referrals from past clients, referral partners, family, and friends. This does not happen by accident. This workshop highlights the habits and practices successful MLOs have in common and the steps they can take to generate a steady stream of business through their personal referral network.

Successfully growing a mortgage pipeline, especially in a challenging housing environment depends on how effectively MLOs manage their time. This workshop isolates four proven time management techniques that will reduce wasted time, allow the MLO to focus on high-impact activities, and create sharper focus with the added benefit of reduced stress. This critical workshop builds on the prior business development sessions to ensure participants incorporate essential business development methods into their daily activities.