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Louis Baca
Louis Baca
Producing Branch Manager
NMLS #196378
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4 Ways Mortgage Advisors Can Work Better With Real Estate Agents

4 Ways Mortgage Advisors Can Work Better With Real Estate Agents

Here are 4 tips to help you build a foundation and improve your interactions with real estate agents, as well as help you stand out from the competition.

1. Realize You Are On The Same Team

One of the ways a loan officer can work better with real estate agents is to approach them like you are both on the same team. You may be surprised at how many are eager to work with you! Real estate agents ultimately want to make their clients happy, and they will gladly push business your way if they know that you are there to help them do that.

2. Be Accountable

From your first interaction with a real estate agent, be clear about what you can or cannot accomplish. Set realistic expectations for everyone you are working with. You may work hard to get a certain result, but be unsuccessful. Whatever the outcome, remain clear with the real estate agent about what is going on and what you have control over.

4 Ways Mortgage Advisors Can Work Better With Real Estate Agents

3. Establish A System For Communication

One of the ways a loan officer can work better with real estate agents is to provide relief to the agents you are working with by keeping up regular communication. Just checking in once a week by email with an update on loan status can be helpful. Calling once a week is even better!

4. Use Social Media To Help Each Other

One of the best things both real estate agents and loan officers can do to communicate more effectively and grow their brands is to have a presence on social media. Today, millions of people are using social media to stay in contact with others in their industry. Social media is a great place to grow and nurture relationships with others in your field.

Improve Your Loan Volume Through Quality Relationships

In lending, just as it is in real estate, it is important to treat people as well as you can. Do what you say you are going to do. Avoid promising what you can’t deliver. Maintain communication. Be as helpful as you can. These qualities, like the tips above, will make you a trusted lender in the eyes of the best real estate agents in your area — which will only help increase your loan volume over time!

Louis Baca

Louis Baca

Producing Branch Manager NMLS #196378
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*The mortgage payment quiz is for estimation purposes only. Qualification, rates and payments will vary based on timing and individual circumstances.
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Where are you located?
CONTINUE
What type of home are you purchasing?
Estimate your credit score.
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What is the purchase price of the new property?
$80k$2M+
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What is your estimated down payment?
0%50%+
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*The refinance quiz is for estimation purposes only. Qualification, rates and payments will vary based on timing and individual circumstances.
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Where are you located?
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What type of home do you own?
Estimate your credit score.
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Please estimate the value of your property.
$80k$2M+
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$0$300k+
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0%10%
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Isn't it time you made your HOME EQUITY work for you?
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*Geneva Financial is not affiliated with any government agencies. These materials are not from HUD or FHA and were not approved by HUD or a government agency. Reverse mortgage borrowers are required to obtain an eligibility certificate by receiving counseling sessions with a HUD-approved agency. The youngest borrower must be at least 62 years old. Monthly reverse mortgage advances may affect eligibility for some other programs. This is not an offer to enter into an agreement. Not all customers will qualify. Information, rates and programs are subject to change without notice. All products are subject to credit and property approval. Other restrictions and limitations may apply.
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$80k$2M+
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$80k$2M+
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The Rent v's Buy quiz is for estimation purposes only. Qualification, rates and payments will vary based on timing and individual circumstances.
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*The mortgage payment quiz is for estimation purposes only. Qualification, rates and payments will vary based on timing and individual circumstances. This is not a commitment to lend.
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$80k$2M+
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1 year12 years
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*A down payment is required if the borrower does not have full VA entitlement or when the loan amount exceeds the VA county limits. VA loans subject to individual VA Entitlement amounts and eligibility, qualifying factors such as income and credit guidelines, and property limits. Geneva Financial is not affiliated with any government agencies. These materials are not from VA, HUD or FHA, and were not approved by VA, HUD or FHA, or any other government agency.
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1 Geneva Louis Baca lbaca@genevafi.com