Mortgage Broker / Loan Officer: Best Referral Sources
Who should be sending you clients, and the rooms they are already sitting in. Tell us where you are and we will send the list.
- Real Estate Agent (Residential)
- CPA / Accountant
- Attorney Real Estate
- Mental Health Therapist
- Title Company
Your one-page action plan
Five partners, what starts the work for each one, and the three rooms to be in. Print it and keep it in the car.
Networking plan: Mortgage Broker / Loan Officer
The five people who should be sending you clients
- Real Estate Agent (Residential) (They send you work)
Shared trigger: somebody buys a house - CPA / Accountant (Two-way)
Shared trigger: somebody needs a loan closed - Attorney Real Estate (Two-way)
Shared trigger: somebody buys a house - Mental Health Therapist (They send you work)
Shared trigger: a marriage ends - Title Company (You send them work)
Shared trigger: somebody buys a house
The three rooms to be in
- Your local Realtor board or association: Your partners are in this room: residential real estate agents, real estate attorneys, and title companies.
- Land title association: Your partners are in this room: real estate attorneys, title companies, and appraisers.
- Your city or county chamber of commerce: Your partners are in this room: residential real estate agents, CPAs, and therapists and counselors.
- Your local Realtor board or association: Your partners are in this room: residential real estate agents, real estate attorneys, and title companies.
- Land title association: Your partners are in this room: real estate attorneys, title companies, and appraisers.
- Your city or county chamber of commerce: Your partners are in this room: residential real estate agents, CPAs, and therapists and counselors.
Don't confuse this with networking: Local mortgage bankers or brokers association. Learning and supplier access, not referrals.
Who should be sending you clients
Who you should be sending clients to
Ranked by what starts the job, not by who sounds close to your trade. When something happens that makes people need mortgage brokers, who else gets a call that same week?
The same list, turned around. Give first and the rest follows.
Match strength is how much of your work starts from the same event as theirs, scored out of 100. Higher means you are more often called into the same job in the same week.
- 1 Real Estate Agent (Residential) They send you work Trigger: somebody buys a house 82 match strength out of 100
- 2 CPA / Accountant Two-way Trigger: somebody needs a loan closed 65 match strength out of 100
- 3 Attorney Real Estate Two-way Trigger: somebody buys a house 64 match strength out of 100
- 4 Mental Health Therapist They send you work Trigger: a marriage ends 63 match strength out of 100
- 5 Title Company You send them work Trigger: somebody buys a house 61 match strength out of 100
- 6 Home Inspector You send them work Trigger: somebody buys a house 58 match strength out of 100
- 7 Insurance Property & Casualty You send them work Trigger: somebody buys a house 58 match strength out of 100
- 8 Real Estate Appraiser You send them work Trigger: somebody needs a loan closed 57 match strength out of 100
- 9 Financial Advisor Two-way Trigger: a marriage ends 56 match strength out of 100
- 10 Insurance Health & Benefits They send you work Trigger: somebody changes jobs or gets relocated 55 match strength out of 100
- 1 Home Inspector You send them work Trigger: somebody buys a house 71 match strength out of 100
- 2 Real Estate Agent (Residential) They send you work Trigger: somebody buys a house 69 match strength out of 100
- 3 Attorney Real Estate Two-way Trigger: somebody buys a house 65 match strength out of 100
- 4 Insurance Property & Casualty You send them work Trigger: somebody buys a house 65 match strength out of 100
- 5 Title Company You send them work Trigger: somebody buys a house 64 match strength out of 100
- 6 Real Estate Appraiser You send them work Trigger: somebody needs a loan closed 61 match strength out of 100
Knowing the names is half of it. We will send the list with what to say to each one. Send me my list ↑
Where those people actually are
Ranked by how many of your best partners are in the room, and how much work each one can send you. Give someone nine choices and they pick none, so we have marked the one to start with.
- 1 Your local Realtor board or association Your pick Your partners are in this room: residential real estate agents, real estate attorneys, and title companies. Chapter finder →
- 2 Land title association Your partners are in this room: real estate attorneys, title companies, and appraisers. Chapter finder →
- 3 Your city or county chamber of commerce Your partners are in this room: residential real estate agents, CPAs, and therapists and counselors. Chapter finder →
- 4 State CPA society Your partners are in this room: CPAs and financial advisors. Chapter finder →
- 5 Your local estate planning council Your partners are in this room: CPAs and financial advisors. Chapter finder →
- 6 LinkedIn groups & local B2B communities Your partners are in this room: residential real estate agents, CPAs, and P&C insurance agents. Chapter finder →
- 7 BNI One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Chapter finder →
- 8 LeTip International One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Chapter finder →
- 1 Your local Realtor board or association Your pick Your partners are in this room: residential real estate agents, real estate attorneys, and title companies. Chapter finder →
- 2 Land title association Your partners are in this room: real estate attorneys, title companies, and appraisers. Chapter finder →
- 3 Your city or county chamber of commerce Your partners are in this room: residential real estate agents, CPAs, and therapists and counselors. Chapter finder →
- 4 State CPA society Your partners are in this room: CPAs and financial advisors. Chapter finder →
- 5 Your local estate planning council Your partners are in this room: CPAs and financial advisors. Chapter finder →
- 6 LinkedIn groups & local B2B communities Your partners are in this room: residential real estate agents, CPAs, and P&C insurance agents. Chapter finder →
- 7 Prime Time Business Network One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. See chapters →
- 8 An independent local leads group One seat per category, so your competitors are excluded by rule and the seats around you are the partners above.
Local mortgage bankers or brokers association
Most mortgage brokers join this room first. It is also the one most likely to be the wrong pick. Everyone in it does what you do. Join it for the training, the licenses, and the ties to manufacturers. Do not join it for referrals, and do not join it instead of the rooms above.
Let us be straight with you. For mortgage brokers, a weekly referral group is not the best pick. Your partners gather in professional groups instead, so spend your time there. We would rather say that than sell you a seat you do not need.
These rooms meet on real dates. We will send you the next ones for your area. Send me the dates ↑
Is your seat open?
Prime Time takes one Mortgage Broker / Loan Officer per chapter. Put a South Florida ZIP into the form above and we will show you which seats are open.
Add your ZIP code in the form above to see which seats are open. Go to the form ↑
Prime Time doesn't operate where you are yet.
We have chapters across South Florida and none near you. Telling you to join would be bad advice. The rooms above are the real answer where you are. We can email you the one page version and let you know if we open near you.
Send me those roomsWant this as a list you can act on?
Send it to yourself: the partners above, the rooms ranked for mortgage brokers, and the next meeting dates for your area.
Send me my list