On this episode KT and Kellen talk about the three things that every loan officer should be doing at the end of the year. CRM and data can be a differentiator for your prospecting and relationship building in 2023. 

2:00 Number 1: Referrals 

8:15 Audit your MSAs

11:05 Number 2: Submissions

14:30 Number 3: Sharing with agents

Takeaways:

Pull your closed loan report at the end of the year to see your top referral partners. 

Make sure you are spending time with the right partners. 

Appreciate the relationships that you enjoy working with. 

Pull your loan submissions that didn’t close. 

Be the CRM for your agents and create some stickiness in your relationship. 

Quotes:

“Your future self will thank you for taking action today.”

“I like growing with young agents.”

“How many deals go by where the listing agent doesn’t get any love from the lender?”

“We are in a market where you have to be strategic.”

Show Links:

Community Platform: www.BecomeNL.com 

Strategy Call: www.NLStrategyCall.com  

Podcast Partner: https://mortgage.leadpops.com/nextlevel/ 

Social Media:

Facebook - https://www.facebook.com/NextLevelLoanOfficers/

YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQ

LinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/