I am a new Loan Originator looking to establish a good working relationship with local Real Estate Agents. Any advice is appreciated.?

Asked by Suzanne Noble, Atlanta, GA Fri Apr 18, 2014

If possible, I would like to meet with or speak any local Real Estate Agents, who would be willing to provide advice on how to best serve my clients, and to also develop good working relationships with the Real Estate Agents. I am currently located in Cobb County, and live close to both Cherokee and North Fulton Counties. Any advice is appreciated.

Suzanne Noble
NMLS #1154637
770/847-9341 Direct

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Sun Apr 20, 2014

Our loan originators have found the best way to develop good agent relationships is to first refer an agent a pre-qualified unrepresented buyer. By "giving before you receive" you are allowing the agent to test drive you as a possible lending partner. Additionally by committing to making referrals a two way street, you have differentiated yourself from most other loan officers.

We have developed a number of strategies for attracting buyers and it is amazing how grateful the agent is when they receive a lead from you.

Timothy Brown | LPO Manager
EVOLVE bank & trust
11605 Haynes Bridge Road Suite 125 | Alpharetta, GA 30009
770.255.3880 | fax 678.935.1156 | cell 678.467.9959
NMLS#: 16828
1 vote
Hands down the very best way.
Flag Sun Apr 20, 2014
Melissa Ruth…, , Atlanta, GA
Sun Jan 25, 2015
Hello Suzanne,
I have a new real estate firm that's interviewing and examining mortgage lenders to refer our clients to help them with a mortgage loan for their home. If you could send me some information to melissarutherford151@gmail.com.
It would be great to have a phone conference to see if we can be any value to each other.
Melissa Rutherford
0 votes
Amanda Chris…, Agent, Fort Wayne, IN
Sun Apr 20, 2014

My experience has been that the Realtor/loan officer relationship is one sided. The Realtor provides the leads and the loan officer does their job and closes the deal.

I recently had an LO reach out to me and send me business. It was a welcome change from what I'm used to.

My two cents on a Sunday morning.
0 votes
Yanoska Diaz, Agent, Miami, FL
Fri Apr 18, 2014
Whenever you have the opportunity to meet/sit with the agents in your area make sure to let them know you will take the extra step when providing an approval on their client/referral, no stone unturned that will prevent the buyers from securing financing.

It is also very important to many agents that you commit to handling the transaction with minimal assistance but making sure agent is copied every step of the way.

When working with a buyer's agent referral make sure the listing agent is copied as well throughout the process and create a pleasant friendly atmosphere as referrals may come in the future from the listing agent as well.

Keep in mind that little things go a long way and that very nice things happen to those who hustle :)
0 votes
This is all valuable information. I appreciate your advice.
Flag Fri Apr 18, 2014
Daniel Frank…, Agent, Atlanta, GA
Fri Apr 18, 2014
Hey Suzanne,

First of all, congratulations on becoming a loan officer.

I would suggest finding time to meet and great with as many agents as possible. I am a firm believer that face to face communication is still the best way to build relationships in this technological world that we live in. Get out and meet as many realtors as you can. Jump on the phone and invite some realtors in your area out to lunch. Give them an opportunity to know you (and yourself an opportunity to know them) and let the business relationship build from there. I certainly look forward to crossing paths with you one day and closing some business together.

All the best,

Daniel Frankson
Harry Norman Realtors
0 votes
Thank you for the helpful advise. I will be sure to go out and meet as many realtor as possible. I look forward to working with you.


Suzanne Noble
Flag Fri Apr 18, 2014
Annette Law…, Agent, Palm Harbor, FL
Fri Apr 18, 2014
Although well intended, the suggestions of communication and know your stuff only have value AFTER you have attracted a REALTORS attention.

And this, I think is your question. How do you get STARTED?????

"Choose me 'cause I will provide exceptional service!" sounds like every other loan originator and 99.9% of real estate professionals.

This is what you must, at this time in your career focus on.
For what problem REALTORS face do you actually have a solution?

Expose my problem and offer your solution and we can dance!

I won't tell you what the problems are or suggest a solution. You will value the outcome more because of the effort you invest.

Best of success to you.
0 votes
Tiffany Hank…, Agent, Lawrenceville, GA
Fri Apr 18, 2014
1. Closing on time
2. Easy to reach after 5pm (not too late) and on weekends
3. Highly motivated and determine to assist clients. (I.E. Instead of working on the files you are getting botox or on the golf course while files are behind. TRUE STORY)
4. Keep everyone aware of what is going on with the loan file.
5. Answering your phone even when the deal is going bad.
6. Know your products. (I.E. If I know how to do loans better than you...there's a problem)
7. Make sure you have a good processor who does not mind picking up the phone to talk to the Buyer/agent.
8. Show buyers options on how they can save money long term vs short term.

I hope this helps! Have a fantastic loan career!!
0 votes
Thank you!
Flag Fri Apr 18, 2014
Akil Walker, Agent, Upper Marlboro, MD
Fri Apr 18, 2014
Welcome Suzanne. I know the relationships I have LO's is based on good communication

Best of Luck
0 votes
Go to your local Board and see when they meet and ask for time to present your business etc .and at the same time provide something of value to the Realtors. Good luck.
Flag Fri Apr 18, 2014
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