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Updated over 2 years ago on . Most recent reply

User Stats

74
Posts
50
Votes
Lorenzo Prieto
  • Lender
50
Votes |
74
Posts

Center of Influence - Real Estate Agents

Lorenzo Prieto
  • Lender
Posted

Hello Agents, Builders, Contractors, 

As a Mortgage Loan Officer a lot of our business comes from referrals. As a newer MLO who is building up a center of influence I would like advice on how to approach an individual that I would like to work with. I understand that most agents, builders, and contractors may have many options when it come to lenders and it's important for me to not only gain their business but to provide value. So my question is specifically as a agent, builder, contractor, banker, financial advisor (truly anyone can be a source of referrals) how would you like to be approached? 

What has a MLO done in the past to make you say "I'd like to work with this guy/gal"? 

Do you prefer a phone call, text, email? 

Starbucks card, funny meme w/email, local market updates, I'm open to all ideas and would love to hear how you decide whether or not you'd like to work with someone. 

Thank you! 

Lorenzo 


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