Loan Officers, the marketing game plan

What’s your plan for getting more business?

You need one and it probably needs to be modified considering what we are seeing right now.

We are officially into the Holiday season… which scares most people because of how quiet things get.

But, I have never understood why this is so scary.

As a marketer… quiet is what we hope for.

Quiet is when the deepest referral relationships are formed.

Below is a list of everything that you need to be doing in November and December.

  1. You need to show Realtors who you know

In business, people are skeptical. The more successful you get, the more protective of your business you become. Realtors may actually be ready to do business with you, but they are waiting…

They are waiting for social proof. Who do you do business with whom they respect?

During the quiet winter months, Realtors are spending more time scrolling through social media. There’s nothing more valuable you can do than show up in their feed with one of their friends.

  1. What do you do with your free time?

Voyeurism. Why people like to watch other people live their lives is beyond me… but, we do. Especially those who are living life in a way that we admire.

Again, Realtors will be wasting their time more and more on social media during the Holiday season. This is a perfect way for them to discover who you are. If you are engaging in things that they also want to engage in… they may take more of an interest in you.

(most of the clients in my Loan Officer coaching program admit that the reason they started following me was because I took so much time off, honored my health and fitness, and invested heavily in my personal development).

People do business with those whom they resonate with. If you aren’t showing Realtors these parts of you… you’re missing out big time.

If your life is “boring” and you aren’t intentionally living an epic life… start. One of the best things you can do for your personal brand is start going after your dreams. People will see you and naturally gravitate towards you.

There’s nothing more attractive than someone who has a strong sense of self and a clear direction.

  1. Honor where we are

Loans will come to you when they want to send them to you. Your urgency is not their concern.

The worst thing you can do right now is ignore the elephant in the room. This is the hardest time to be in the housing industry. There are far too many Realtors for the number of homes for sale. It’s really bad out there.

Inventory and rates aren’t helping anything… but, mental health is going to be the biggest challenge in their lives if it isn’t already.

We all know that mindset is everything. The clients in my coaching program who will cross 100M in 2023 are going right at this issue. They are bringing in life coaches and even therapists to help come to terms with how to best manage things going forward for those who intend on staying in this industry.

The contrast between 2021 and 2023 has been hard on people. Loan Officers and Realtors are really struggling as they have historically tied their identity to their financial success. This is a bad thing to do in a market like this and it may end up making you go broke, become depressed, or both.

  1. Work on creating your Unique Brand Identity

Personal branding often gets put on the back burner. This is a horrible idea as it’s arguable what dictates a Loan Officer’s success. For those of you who have ignored finding your purpose… winter can be a great time for this.

The best personal brands are rooted in purpose. Imagine how much more successful you will be going into the spring with a clear personal brand. A strong sense of self… It’s the hallmark of every top producer.

PLEASE! Don’t waste the winter.

Branding yourself takes time. Starting in February will be too late.


I have room for 3 more LOs at my coaching retreat in Mexico at the end of January. If you have been looking at creating a personal brand that brings in loans… this event might be for you. CLICK HERE to jump on a call if you are interested in joining us.
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