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Articles about Referrals


Residential | August 2009 
The Weight of the Web
It's no secret that today's homebuyers often begin their search for a mortgage broker online. Brokers, therefore, should understand not only how to create a Web presence but also how to maximize tha...
By Jerry Rouleau, owner, J. Rouleau & Associates LLC

Residential | July 2009 
What to Ask of Your Insurance Partner
Referral partnerships are invaluable for a number of reasons -- most notably, for the additional business they can provide. But when it comes to mortgage brokers' partnerships with insurance agents,...
By Steve Brooks, president, B&B Premier Insurance Solutions Inc.

Residential | December 2014 
Selling Wealth Creation
Financial planners could be your biggest and best source of mortgage business. Tens of millions of wage-earning Americans desperately need professional wealth-creation and debt-management products an...
By Bill Early, speaker and consultant,

Residential | March 2009 
Creating Referrals in a Bear Market
Almost all mortgage pro- fessionals understand the value of referrals, especially referrals that come from influential sources such as financial advisers and certified public accountants (CPAs). Ear...
By Leon LaBrecque, managing partner and founder , LJPR LLC

Residential | February 2009 
What to Consider When Branching Out
The time is right for even  the most-seasoned mortgage brokers among us to ask ourselves some tough questions. This can evaluate where we stand in our careers and where we are headed. Fo...
By Brent White , vice president of branch development, NetMore America Inc.; and Bob Patterson, vice president of branch development, NetMore America Inc.

Residential | November 2014 
Pipeline or Pipe Dream?
The road to a larger pipeline — more business, more referrals and more money — is paved with hard work. This includes being friendly, looking out for your clients’ best interests and not your own, mar...
By Karen Cimera, senior loan officer, Loan Star Home Lending

Residential | September 2014 
Riding the Winds of Change
Originators probably have heard enough about the harsh, cold first quarter of 2014. Admittedly, the market is still recovering from one of the worst origination slumps in years, but it is recovering...
By Robert M. Rubin, principal, The Business Loan Connection

Residential | September 2014 
Your Customers Should Come First
There’s been a historical trend in the mortgage industry of brokers and bankers spending the majority of their time chasing down real estate agents for business, and in the process spending surprisi...
By Andy W. Harris, president and owner, Vantage Mortgage Group Inc.

Residential | July 2014 
What Realtors Want
Whether you're an industry veteran or a newcomer to mortgage origination, Realtor referrals are undoubtedly a major part of your working life. And make no mistake — your business is a major aspect of ...
By Robert S. Mahaffey, owner and president, 3rd Street Financial Corp.

Residential | April 2014 
Passing Along the Good Word
Mortgage brokers and originators are typically dedicated to providing quality customer service, and if they’re not, they certainly should be. In the mortgage business, client relationships don’t end...
By Reggie Green, mortgage banker, Crossline Capital

Residential | March 2014 
Keep Your Gears Turning
Closings are an integral part of the loan process for mortgage professionals and borrowers alike. All too often, however, there’s little attention paid to this part of the process and all the intricac...
By Joe Caltabiano, senior vice president of mortgage lending, Guaranteed Rate

Residential | March 2014 
The Dangers of Commoditization
Mortgage professionals have a lot in common with insurance agents. In the simplest terms, they both provide a vast array of products, and those products are available to their clients at a price. It...
By Zachary Schneiderman, insurance agent, Granada Hills, Calif.

Residential | January 2014 
Take Charge of Your Network
Every loan officer is focused on getting the best return on investment when it comes to marketing efforts, but one key strategy is often overlooked: opening your own networking group. Imagine how mu...
By Michael Johnson, president, owner and founder, Trusted Referral Partners

Residential | December 2013 
Navigate the Market’s Shifting Waters
The mortgage industry has faced its share of stormy waters in the past five years. The global financial crisis and the bursting of the U.S. housing bubble affected every corner of the economy a...
By Leif A. Boyd, executive vice president of national production, American Pacific Mortgage

Residential | December 2013 
Finding Referrals From Realtors
Mortgage brokers and originators often spend time, money and energy looking for referral sources that can provide a steady flow of purchase leads. One viable source of such referrals is Realtor...
By Allen Beydoun, executive vice president of sales, United Wholesale Mortgage


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