October 13, 2025
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The Loan Atlas
ATLAS INSIGHTS
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Most lenders lead with service, speed, and on-time closings. Agents hear this 10 times a week. It sounds like everyone else—because it is. The fastest way to earn that first meeting is to reframe the relationship from “resource” (someone to …
How Mortgage Loan Officers Land the First Realtor Meeting Read More »
Most loan officers struggle to break into builder business because they go about it all wrong. They think if they just ask nicely, a builder will add them to their preferred lender list. Builders don’t work that way. Download Your …
Most of the time, it’s not a lack of knowledge that keeps us from breaking through…it’s the comfort of doing things the same way. The way to beat that comfort? Make stagnation scarier than action. Inside The Loan Atlas this …
October Live Events: Is Comfort Killing Your Growth? Read More »
Most mortgage loan officers work alone. They think if they just hustle harder, make more calls, send more emails, they’ll get ahead. Does that sound like you? If so, how is it working out? The truth is, the rich don’t work …
How to Build a Mastermind Group That Prints You Referrals Read More »
Most mortgage loan officers are still relying on Realtor referrals or recycled aggregator leads. That model puts you in constant competition, racing to the bottom on price. The highest-producing originators in this new age of mortgage marketing aren’t for the …
3 High-Yield Consumer Direct Campaigns Every Mortgage Originator Should Run This Quarter Read More »
Let me share something with you that I think could change the way you look at your database forever. Recently, I had 20-year mortgage veteran and SVP of CrossCountry Mortgage Jeremy Forcier on The 360 Experience podcast, and he reminded …
Annual Mortgage Reviews: 7 Questions To Reactivate Past Clients Locked at 3% Read More »
Great advisors don’t just close loans, they manage debt. That was Tim Braheem’s challenge to members last week, pointing to a simple truth: lowering a client’s rate at no cost is an irrefutable way to build trust and loyalty. This …
September Live Events: Unlock the Hidden Gold In Your Database Read More »
Most mortgage loan officers focus on closing the deal in front of them. But the top originators in the business know that the real value they provide isn’t in quoting a rate…it’s in managing their client’s debt over time. This …
Debt Management Done Right: How Top Loan Officers Sell the No-Cost Refi Read More »
How many times have you said to yourself, “If I could just get people to stop asking me about rates, I’d be fine” ? Nothing puts a mortgage advisor on the defensive faster than a borrower who wants to reduce …
Selling Without Selling: How Loan Officers Win Clients by Building Trust First Read More »
The mortgage industry is changing fast. Interest rates shift daily, guidelines evolve, and competition for clients and referral partners is stronger than ever. In a market like this, time is your most valuable asset—and that’s exactly why so many high-performing …
From Zero to AI Hero: 4 Steps Loan Officers Can Take to Begin Mastering ChatGPT Read More »
You’ve been there. You poured your heart into a discovery call. You built a connection. You answered every question. And then—just when you thought they were ready—they say, “We’re going to wait.” That moment hits hard. It’s frustrating. It’s confusing. …
There’s a moment in every loan officer’s career where they realize: If I want to grow, I can’t keep doing business the way I’ve always done it. Maybe you’ve felt that lately. You have the skills. You’ve built relationships. You’re …
Unlock 25% More Deals: Why Every Loan Officer Needs Private Lending in Their Toolkit Read More »
What would your business look like if you had 10 more hours a week? Most LOs have no idea because they’ve never had the time to think that far ahead. That’s why this month inside The Loan Atlas, we’re launching …
The AI revolution isn’t coming. It’s here. And if you’re a mortgage originator hoping to stay relevant, get ahead, and build a business that thrives in the years ahead—you need to pay close attention to what the best in the …
Mortgage in the Age of AI: What Originators Should Do Now to Stay Relevant and Get Ahead Read More »
If you’ve been in the mortgage industry for more than a few years, you’ve probably had that moment—the one where you ask yourself: “How do I keep pushing forward when the market feels like it’s pushing back?” In a recent …
Lead Yourself (and Others) to the Next Level: How to Crush Fear in a Shifting Market Read More »
There’s a critical difference between being a mortgage originator and being a true debt advisor. Originators quote rates. Advisors manage debt.Originators wait for the perfect scenario. Advisors create one.Originators try to “sell” refis. Advisors prepare clients for inevitable decisions. Right …
From Loan Officer to Debt Manager: The Mindset Shift That Creates Lifelong Clients Read More »
What does it take to thrive in today’s mortgage market? Not survive—thrive. After two and a half years of massive change, many originators are still struggling to regain momentum. But a few are growing, adapting, and even having the best …
The Mortgage Originator of the Future: Leadership, Reinvention, and the Tech Shift Ahead Read More »
From one loan a month to 11 loans in the pipeline, Loan Atlas member Scott Taylor shares how education, mindset, and connection skyrocketed his success. Meet Scott Taylor: 1 Year in the Mortgage Business, Massive Results When Scott Taylor joined …
How Scott Taylor Increased His Loan Pipeline by 1,100% in 90 Days Read More »
Every conversation at Mastermind 2025 seemed to come back to one question: how can originators move faster and smarter in today’s market? This month inside The Loan Atlas, we’re diving deep into game-changing topics like how to harness AI to …
Did you know American homeowners are sitting on $37 trillion in equity? That’s a mountain of opportunity—and mortgage professionals like Jay Dacey are showing exactly how to tap into it. In this Loan Atlas conversation, Josh Mettle and Jay share …
$37 Trillion in Home Equity: The Incredible Opportunity for Loan Originators Today Read More »
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Breaking Into Builder Relationships: How to Get on Their Lender List (Even If They Already Have One)
October 6, 2025
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September 30, 2025
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