Contributing Author
Loan originators have become transaction processors — but this doesn’t have to be
Asking better questions can help originators build deeper client relationships and earn more repeat and referral business
Tricia McIntosh, creator of MLO Advantage, spent nearly a decade originating mortgage loans across nonprofit, correspondent, retail and private banking channels, including complex transactions for ultra-high net worth clients. That experience, combined with her CFP certification, positioned her at a rare intersection: the mortgage transaction and the broader financial picture. She now teaches mortgage professionals how to treat origination as a business, not just a job, and how to build a practice worthy of the career they envisioned.
Asking better questions can help originators build deeper client relationships and earn more repeat and referral business
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