Marketing Tips, Advice, and Product Updates

How should loan officers follow up with pre-approved buyers who go quiet?

How should loan officers follow up with pre-approved buyers who go quiet? Ask one easy question, match the rhythm, and keep the approval ready.

How should loan officers support past clients going through a divorce?

How should loan officers support past clients going through a divorce? Stay neutral, explain options, and respect privacy.

What should loan officers do when a past client refinances with another lender?

What should loan officers do when a past client refinances with another lender? Stay gracious, learn why, and keep in touch.

How should loan officers stay in touch with CPAs and financial planners?

How should loan officers stay in touch with CPAs and financial planners? A respectful, steady plan for referral partners beyond real estate agents.

What should new loan officers know before their first year?

What should new loan officers know before their first year? Licensing, the SAFE test, building a pipeline, and realistic expectations.

When should loan officers check in after a past client's life event?

When should loan officers check in after a past client's life event? Timing, tone, and simple scripts that stay human.

Should loan officers offer a free pre-approval refresh to past clients?

Should loan officers offer a free pre-approval refresh to past clients? When it helps, how to ask, and what to avoid.

What should loan officers put on a past-client nurture calendar?

What should loan officers put on a past-client nurture calendar? A simple month-by-month plan that stays helpful, not salesy.

How should loan officers bring up home equity with past clients?

How should loan officers bring up home equity with past clients? A respectful framing that educates first and sells second.

How should loan officers support first-year homeowners after closing?

How should loan officers support first-year homeowners after closing? A simple year-one cadence that builds trust without sales pressure.

When should loan officers check in with past clients who are moving?

When should loan officers check in with past clients who are moving? Timing, soft scripts, and how to stay helpful without a hard sell.

Should loan officers offer an annual mortgage review to past clients?

Should loan officers offer an annual mortgage review to past clients? What to cover, when to ask, and how to keep it helpful.

How should loan officers re-engage dormant past clients?

How should loan officers re-engage dormant past clients? A respectful restart and a simple cadence.

Should loan officers host annual client appreciation events?

Should loan officers host annual client appreciation events? When they help, when to skip, and lighter alternatives.

What should loan officers say in a 6-month post-closing check-in?

What should loan officers say in a 6-month post-closing check-in? A short script that stays helpful without a refinance pitch.

How should loan officers check in with past clients around the holidays?

How should loan officers check in with past clients around the holidays? Timing, tone, and a light-touch plan that stays useful all year long.

When should loan officers ask past clients for a testimonial?

When should loan officers ask past clients for a testimonial? Timing tips, soft scripts, and how to use client quotes without a hard sell pitch.

When should loan officers check in before rate lock expiry?

When should loan officers check in before rate lock expiry? A practical timeline for borrowers.

How loan officers use LinkedIn with past clients

How loan officers use LinkedIn with past clients without looking spammy.

Should loan officers send thank-you notes after closing?

Should loan officers send thank-you notes after closing? Timing, tone, and a simple template.

How loan officers partner with real estate agents after closing

How loan officers partner with real estate agents after closing with shared stay-in-touch ideas.

What loan officers should track in their CRM after closing

What loan officers should track in their CRM after closing: dates, preferences, and triggers that make follow-up work.

How loan officers ask past clients for Google reviews

How loan officers ask past clients for Google reviews without sounding awkward: timing, scripts, and respectful follow-up.

Should loan officers send home anniversary notes to past clients?

Should loan officers send home anniversary notes to past clients? Timing, tone, and a simple helpful template.

Should loan officers text past clients about rates?

Should loan officers text past clients about rates? When text helps, when it hurts, and a simple framework.

When to call past clients about refinance rates

When loan officers should call past clients about refinance rates — and how to keep it helpful.

How loan officers ask past clients for referrals

Practical ways loan officers ask past clients for referrals without sounding pushy or salesy.

How loan officers stay top of mind between closings

How loan officers stay top of mind between closings with a light monthly cadence that earns referrals.

Best subject lines for mortgage rate update emails

Subject lines that get past clients to open your rate email — patterns that work and what to skip.

What to include in a mortgage rate digest email

What belongs in a mortgage rate digest email, and what to leave out so clients actually read it.

How often should loan officers email past clients?

Monthly is the default after the first 90 days. Here is a cadence that survives a busy lock desk.

How to send monthly rate updates to past clients

How loan officers can send a branded monthly rate update to past clients without writing it from scratch every month.

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