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3 Ways Loan Officers Can Fuel Agent Relationships

3 Ways Loan Officers Can Fuel Agent Relationships

May 13, 2022

Loan officers and mortgage brokers know firsthand that real estate agent relationships can make all the difference in keeping their pipelines filled. In fact, long-term partnerships with just a few agents can power a loan officer’s career.


Download the guide to text messaging for mortgage lenders.

So how can LOs sustain these relationships over time? What keeps an agent referring deal after deal?

First and foremost, the answer is good service and communication – for the partners themselves and for their clients. Agents require timely, knowledgeable assistance that captures and closes deals.

Here are three ways loan officers can employ real estate agent marketing to assist partners and their clients, fueling long-term referral relationships.

Look Past a Single Deal to Help Real Estate Agents Build Their Prospect Lists

It can be tempting for a loan officer and real estate agent to focus solely on the shared deal in front of them. But with a little help from a strong mortgage CRM, a loan officer can help close the current deal and set themselves up for future sales at the same time.

Consider single property sites. With the Surefire CRM, loan officers can build a cobranded site in just moments for an agent’s new listing, including a response form for interested buyers. The agent can use the site to set up an open house, even creating flyers and registering guests for the event.

Not only does this help the agent close the deal in front of them, but it lets the LO provide lists of registrants and prospects gathered from the site and the open house. Now the agent has potential buyers and sellers ready for the next deal, too.

Cobranded real estate marketing is another way mortgage brokers can help agents build their prospect lists. For example, informative landing pages with educational interactives or mortgage calculators can include a response form for new prospects.

Ensure a Surprise-Free Purchase Process With Automated Milestone Marketing

Homebuyers and borrowers typically say the single most important thing to them is knowing what’s happening and what to expect as they purchase and finance their home. And since they often go to either their real estate agent or their loan officer for updates, it’s important for both service providers to have answers.

That’s where Surefire’s in-process real estate agent marketing comes in. When both agents and clients stay informed throughout the process, surprises are less likely to happen, and everyone walks away feeling good about the deal.

Constant communication with every agent and every client at every step along the way may feel overwhelming, but this type of communication is easy to accomplish with automated milestone messaging through an advanced mortgage CRM.

Keep Relationships Strong with Cobranded Post-Close Communication

Even if loan officers or mortgage brokers initially close just one deal with a particular agent partner, it’s easy to stay top of mind for years. Simply start the client on a cobranded post-close marketing campaign, and inform the agent when those communications are sent.

Again, this may seem difficult to manage, but with a strong mortgage CRM like Surefire, post-close communication can be automated from the very start.

A Mortgage CRM Makes Real Estate Agent Marketing Easy

Surefire’s mortgage CRM will facilitate the best real estate agent marketing programs for loan officers. It’s a CRM designed specifically for the mortgage industry with compliance controls and cobranding capabilities that generic CRMs may not offer. Plus, Surefire offers the industry’s best content library with marketing messages that make it easy to educate and inform buyers and agents alike.

Ready to fuel your real estate agent relationships with Surefire? Join us for a demo today!

Brian Larrabee
Brian Larrabee
Content Director

Brian’s entire professional career has centered in real estate. He’s designed, built and brokered homes. He’s provided over half a billion dollars in mortgage loan financing to everyone from first time-buyers to the CEOs of Fortune 500 companies He’s a published author with articles in periodicals,

hedge fund websites and trade publications. Brian has traveled the country and been on broadcast radio to speak in front of hundreds of his industry contemporaries. He’s also created and developed hundreds of educational products from print to digital used throughout the U.S. and beyond, which make the process of buying and financing a home easier for all. Brian is a father, real estate investor, outdoorsman, pilot, skier, golfer and plays ice hockey in several men’s leagues every week of the year.

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