Loan Officers- Here’s the “Secret Sauce”!

There is no need to chase agents. This is a simple solution to more referral partners.

3 Steps To Working with More Realtors

Actionable Advice from a Top Real Estate Agent


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As a Realtor, I have created exclusive content to help Loan Officers connect with more agents. This is based on what I would do if I were to jump into your side of the industry knowing what I know about agents.


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If you are a loan officer and are looking for mortgage coaching, well… I am not a mortgage coach. But I am a Realtor and I know the importance of real estate relationships.

My name is Nat Wallen and I am a Realtor in Charleston SC and also the founder of the BellaRuby Free Real Estate CRM. There are many different ways loan officers market to real estate agents, and while I do certainly appreciate the efforts, so much of it seems like it could be a complete waste of your valuable time.

Yes, buyers get pre-approved too late, and yes, buyers come to us first most of the time, and yes, you may feel like you have to chase us agents to build a book of Realtor partners.

And if you are brand new to the mortgage industry, I am so glad you found this video because figuring out how to be a loan officer doesn’t have to be about chasing agents and getting frustrated when we don’t respond favorably.

And here’s a hint, most of us agents are so busy figuring out how to be a real estate agent, that we don’t have much time for anything else.

And I am sure you don’t have much time for loan officer marketing either.

Like I said, I am not a mortgage coach, and I have no idea how to be a mortgage broker (and believe me, I don’t want to know)… I mean, I totally respect what your side of the industry does to help us agents. That’s why I create content to loan officer tips on how mortgage professionals can work with real estate agents.

I am no expert on mortgage leads for loan officers either, but I do know how us real estate agents work, and I hope you will chime in with your comments.

Make sure to subscribe, and click the link to learn more about the free real estate crm.

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Bart Branan Movement Mortgage, NMLS 459916

I subscribed to Nat's YouTube channel a few months ago. His videos are fun, and have helped me reconnect with agents I lost touch with. Super helpful tips!

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Jenna Lang Caliber Home Loans, NMLS 638147

Some of his tips are pretty basic, which is good! Back to the basics. Others take effort. The point of view from an agent is most helpful!


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Please choose your role!