Ep. 62 | How to Talk About Rates, Build Referral Trust, and Set Up Future Refis – w/ Dan Habib

Market expert Dan Habib shares key strategies for understanding financial trends, using strike rates to secure future deals, and confidently guiding borrowers through today’s mortgage landscape.<div class="read-more"><a href="https://www.theloanatlas.com/ep-62-how-to-talk-about-rates-build-referral-trust-and-set-up-future-refis-w-dan-habib/">Read more ›</a></div><!-- end of .read-more -->

The Loan Atlas February 18, 2025 1 min read
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    Most mortgage originators today have no idea how the market actually works. If you want to stand out as a confident mortgage advisor, you need to know WHAT is happening in the market, WHY it’s happening, and HOW to use that knowledge to win more deals. 

    That’s exactly what we’re diving into in this episode with Dan Habib, market expert with MBS Highway and son of mortgage legend Barry Habib.

    Dan’s been deep in the trenches, studying the financial markets, tracking economic trends, and working with top producers who never worry about rates—because they already have a plan. If you’ve ever struggled to confidently explain rates, inflation, or the Fed to your clients, this episode will change the way you approach your business.

    What you’ll learn in this episode:

    ✅ The #1 skill separating top loan officers from the pack (and how to develop it FAST)

    ✅ How to use “strike rates” to turn future refis into guaranteed deals today (most LOs completely miss this)

    ✅ The exact market insights you need to explain to borrowers right now (so they stop hesitating and start locking loans)

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