Guides
Guides for Loan Officers
Guides on advisory mortgage origination, financial-planner referrals, and presenting loan options so clients can actually choose.
All guides
Advisory positioning
Transactional vs. Advisory Loan Officer: What's the Difference?
A transactional loan officer takes the order. An advisory loan officer helps the client choose a mortgage that fits their life. Here's the difference.
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Referral channel
How to Get Mortgage Referrals From Financial Planners
Financial planners refer to loan officers they trust to protect the plan. Why the planner-LO referral gap exists, and how to build the relationship.
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Loan officer education
How to Present Loan Options to Clients
How you present loan options decides whether a client understands them and picks you. Show them side by side so the choice is clear, not overwhelming.
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