Episode
Winning Referral Partners: Actionable Steps for Loan Officers to Stand Out With Listing Agents
- Podcast
- Lending Leadership
- Published
- Jul 8, 2026
- Duration seconds
- 2651
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Summary
Welcome back to Lending Leadership: The Mortgage Pros! In this episode, we dive headfirst into a topic that’s as practical as it is powerful: how embracing proactive communication with listing agents can be your ultimate game-changer in the mortgage business. So often, we search high and low for the latest lead source or cutting-edge marketing tactic. But what if the biggest opportunity to grow our business has actually been sitting right in front of us all along? That’s what today’s conversation is about rediscovering the value of intentional, consistent outreach to listing agents as a lever for business growth. We’re joined by our very own Rachel Tresch, who steps out from behind the scenes for a candid, boots-on-the-ground discussion of what’s actually working in today’s ever-evolving real estate market. We lay out not only the “why” but the “how,” sharing stories, sample scripts, and real-world strategies to master the listing agent call and stand out from the competition. Key takeaways: Your Phone Is Your Most Valuable Tool: The conversation focused on how, despite the bells and whistles of new technology, the simple act of calling listing agents consistently is the top driver of business growth. Making these calls just a few hours a week can yield enormous results and is accessible to everyone in the business. Consistency Builds Trust and Differentiates You: A key theme that emerged was that trust is built through small promises kept. Setting and sticking to a regular day for updates, whether it’s every Tuesday, Wednesday, or another day, establishes trust and positions you as a proactive communicator who agents can rely on. Proactive Updates Prevent Problems: The discussion explored how providing proactive updates means agents and clients are never left guessing…