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Business Building Tips

Want to know how to hold a First Time Home Buyer Seminar? How to market to divorce attorneys? How to hold housewarming parties?   Or, how to become a “second-opinion” loan officer?   These are just a few of the ideas that other top loan officers have shared to help you create more business. 

What you will learn:

  • Adapting a known real estate marketing concept to work for LOs, too!
  • Marketing ideas to consistently market to homeowners

What you will learn: 

  • 17 affinity groups to add to your email and social media friends/links
  • Why each affinity group is in a position to refer you business
  • Why content is king.

What you will learn: 

  • What your borrowers worry about during the processing of their loan.
  • How to anticipate processing and closing problems.
  • How to explain things so borrowers understand what you are talking about.

Written & Submitted byJamie Harrington, Branch Manager, Homeside Financial, Hickory, North Carolina [And a Mortgage Girlfriend Advisory Board Member]


On May 12, 1998 I received a call from my mom that I had dreaded for nearly two years.  She was frantic.  She couldn’t get my Dad to wake up.  My dad had suffered with heart disease and was struggling with a very poor recovery after surgery.  I was still hopeful he would be well again. 

He was only 63 years old. 

At the time, I owned a local CPA firm and was responsible for preparing weekly payrolls for a furniture factory.  I knew the payroll was owed to the employees the day following my father’s death, so I went into the office that morning and took care of it.  I was surprised when I realized what people were saying.  “How could she show up for work the day after her dad died?  Didn’t she need to be with her mother?”  “Is money the only thing she ever thinks about?”

When the criticism circled back to me, which you know it always does, I was puzzled.  It never occurred to me not to take care of my obligations. 

By Sonja Wheeler, Mortgage Girlfriends Advisory Board Member &  President, National Quality Assurance div of SMC,  www.sonjamortgage.com  e-mail This email address is being protected from spambots. You need JavaScript enabled to view it.   NMLS# 174483 & 327262     


When I started in the mortgage business almost 5 decades ago, I had no idea what it was all about. I was going to college to be a CPA and working three jobs. I was offered a processing job with regular hours and I said yes. This began my love of the mortgage industry.

I was working as a loan processor and my boss said he could not afford to pay me, so it was find another job or become a loan officer. Back then it was called “Go on the Street”.  I was a single parent with a two-year-old. What was I to do? I needed to support us, child care was expensive and child support was meager. After much soul searching and prayer I decided what the heck, I can do this. I know how to put a loan together and get it to closing, so why not?

Here is what I did in the beginning.

I hope it helps you with some great ideas!

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