The LO Genius - Bridge Program
Since 2013, the LO GENIUS has worked with loan officers to build their referral network with real estate agents. The coaching program called The Bridge connects LOs with quality agents based on specific metrics.
We can help you bring
- $1,000,000
more closings per month
- $1,000,000
What’s the obstacle or hesitation that keeps you from getting started meeting with Mid-level and Mega-Agents?
Are you avoiding the decision? If so, what consequence are you experiencing?
What do hope to have accomplished within the next 90 days?
THE CHALLENGING QUESTION FOR LOAN OFFICERS
Every LO should ask: ‘Cold-call Realtors to assist, network for new referral partners, or boost productivity with current ones?’
Check three key metrics to gauge an agent’s potential.
1Listings
Want a productive referral agent? Check their listing history. Top agents with listings attract buyers, cash flow well, and thrive long-term. No listings often mean a short career.
2Teams
Next, team-oriented agents are entrepreneurial and business-savvy—unlike most agents who just follow. An LO’s production grows with a high-quality agent pool.
3Relocation
Buyers come in two flavors: ‘Rabbits’—fast-moving relocation or urgent buyers—and ‘Turtles.’ Pick agents with a track record of deadline-driven buyers. Ask about their lead generation to spot this.
How do you feel you could best motivate yourself? If success were guaranteed, would you move forward?
What positive things do you feel will happen if you accomplish what you’re trying to achieve?
What could you do differently this time around? Has anybody you know had the same goal?
How did they manage?
Your Agent Pool
Want to close $1M more in loans monthly? Partner with CPAs, financial planners, or self-sufficient agents who generate buyers without relying on your Zillow funds. Agents with listings draw buyers via social media, signs, and open houses—plus, 50% of sellers need a loan for their next home. Seek referral agents who relentlessly chase listings; buyers follow.
AGENTS DON’T WANT YOUR FLYERS
I started in the 1980s and can tell you that there is nothing special about LOs giving agents flyers, donuts, or other non-inspiring marketing materials.
Agents live and breathe thinking about how to find their next lead, not which loan officer to have coffee with. Flyers do not build loyalty. Loyalty is built when you help them.
THE AGENT MEETING
When you pitch an agent, never talk about your loan products. Nor the years your firm has been in business.
As a producing agent who once was in the top 500 in the nation, I can speak for 1,400,000 agents, “We are from Mars and LOs are from Venus.”
If you pursue this, who will you ask to help you along the way?
What would you do if you had time money and resources they weren’t an issue?
On a scale of 1 to 10, where are you on that scale as far as moving forward- How do you make that a 10?
If you could speak with Mr. Mega-Agent about this program, (Bryan) what questions would you have?