The Future of Agent and Loan Officer Collaboration

Loan officers are increasingly becoming the guardians of the first serious interaction homebuyers have when starting their journey. The best way to keep this new generation of customers engaged is to become the facilitator in both the financing and real estate conversation. This white paper covers how lenders can build a better customer experience that yields more favorable conversion rates, plus a case study in which a top 50 lender experienced a 25x increase in lead conversion.

The white paper discusses:

The changing loan officer and agent relationship: A NAR study shows that first-time homebuyers, for the first time ever, are contacting lenders as the first step of the process over real estate agents. What does this mean?
How lenders can dive deeper into the real estate process: Learn how to better leverage your power as the first point of contact for homebuyers in the home buying process.
A successful case study: Read about how a top 50 lender implemented an integrated real estate value proposition, resulting in a 25x increase in lead conversion and an NPS score of 95.

Popular White Papers

Personal Insurance Marketplace Outlook 2025: Strategies for value creation

As we approach 2025, rising insurance rates and economic pressures demand innovative solutions. Strategic partnerships, like those highlighted in VIU by HUB’s Personal Insurance Marketplace Outlook, empower businesses to navigate challenges, deliver value, and support customers and employees facing increasing personal insurance costs. This white paper will provide actionable insights on: Strategic partnerships create value […]

Featured Content

Scaling your real estate team to 9 figures & beyond

Scaling a real estate team to $100 million in production is a daunting challenge, but the biggest roadblock isn’t market conditions or competition — it’s outdated strategies. Many team leaders fall into the trap of simply working harder, hoping that hustle alone will create results. Without systems and processes that support consistent growth, teams often hit a plateau, leaving leaders frustrated and burnt out.