The originators succeeding in today’s market are expanding their referral networks beyond real estate agents and finding success with financial advisors, CPAs, and insurance professionals.
This webinar will show you exactly how to tap into these underused but highly loyal referral sources to generate more purchase loans, home equity deals, and strategic cash-out refis — even if you’ve never worked with a financial advisor before.
What You’ll Learn:
- Why financial advisors give higher-quality, more loyal referrals
- Three proven steps to closing extra purchase loans each month from advisors, CPAs, and insurance agents
- Scripts, strategies, and real-world tactics for finding, connecting with, and converting financial professionals into repeat referral partners
Date & Time: July 23rd 1 p.m. CT (Can’t make the live event? Register for the on-demand recording!)
Meet the Panel:
Gibran Nicholas
CEO
Momentifi
