In this episode of the Loan Officer Experience podcast, Michael takes a deep dive into when you should be asking for referrals throughout the process. It’s much earlier than you think. Enjoy!


In This Episode:

  • You should be saying that you have the best processes there are out there, and you need to be able to back it up.
  • Would you ask for a referral in the pre-approval appointment?
  • How to set the stage to position yourself as the expert, and get those referrals too.

Important Quotes:

  • “We work hard to make sure everything is done well in advance.”
  • “Could you do it today? Starting right now?”

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