Mortgage Connects
7 top referral sources for savvy loan officers
Easy tips to leverage valuable referral partnerships
According to the 2024 Loan Originators Survey, the most popular referral sources for loan officers are:
- Past clients
- Real estate professionals
- Friends & family
- Home builders
- Financial advisors & CPAs
- Community organizations
- Estate lawyers & divorce attorneys
There’s a reason these tried-and-true referral sources are so popular. But how do you effectively market and build these partnerships to bolster your pipeline? This mortgage infographic highlights strategies that can help you build stronger relationships and earn more referrals from each of these key partners. Download our infographic for referral tactics to try today.