Onboarding/ Base Training
Playbooks Section
4. The "Branding Revival" Play
6. The "Realtor Referral" Play

Flip the script and become the source of referrals:
"This is a real estate agent I am interested in working with. Please review their numbers and let me know what trends or stats you see, and how I, as a savvy mortgage broker, can add value/save their clients money on their mortgage."
Use the script below:
Subject: Let’s Connect!
Hey [Realtor’s First Name],
This is [Your Full Name] with [Your Mortgage Company Name], reaching out to reconnect.
Would you be open to me sending clients your way?
Best regards,
[Your Full Name]
[Your Mortgage Company Name]
[Your Phone Number]


Have a Loan Officer assist at open houses.
Help educate buyers and build relationships.
Realtors appreciate knowledgeable mortgage professionals at events.
Focus on approving top 3-5 candidates and collecting leads.
Offer loan officers a flat attendance rate ($100-$200).
Create an open house landing page for data collection.
Provide reporting for realtors to keep them updated.