This is the MOST overlooked pillar of business in the mortgage industry

financial planners growth real estate sales May 06, 2023

We can all agree that Realtors are your #1 pillar of business when it comes to getting referrals. That’s nothing new. But a LOT of MLO’s are missing out on a huge opportunity…


Financial Planners. 


And it’s more than just getting referrals from them so you can conduct your own business. It’s building a mutually beneficial cycle that will set you apart from other MLOs. Here’s what I mean:


Financial Planners need resources. As a Loan Officer, you possess a wealth of information, especially when it comes to homes – their main asset.


Imagine the trust clients have in their Financial Planner's recommendation for a Loan Officer…talk about low hanging fruit.


Once I’ve built and solidified a relationship with a Financial Planner, they often refer me to unrepresented buyers. Here's where it gets interesting:


I get to pick and choose who I want to refer those buyers to, giving me the power to generate a lead for a realtor, versus the other way around. 


It not only makes Realtors more money, it makes me stand out and saves them time.


So here’s a little assignment for you


Tap into your local network of Financial Planners and start cultivating those relationships. Get the cycle started.


- Amir


Want to learn more about how we can help you grow?


  1. Book a call to speak with one of our advisors about joining the Growth Only Community
  2. Join our Facebook group for Top Producing Modern Loan Officers.
  3. Connect with me on social


P.S. Share this with any MLOs you think are also missing out on this opportunity. Pay it forward!