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11 mortgage lead generation ideas to build your client base

Housing Wire

Build a professional referral network Partnering up with agents and brokerages is a no-brainer for mortgage professionals, as you both need to work in tandem to get a deal closed. From there, they complete qualification forms and are given loan options and lenders, like you, who can help them. Visit LendingTree 3.

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How Virtual Assistants Can Help Streamline Real Estate Systems and Processes  

Lab Coat Agents

VAs can act as transaction coordinators, helping to manage everything from offer to close.  Proper lead management and pre-qualification are crucial for converting prospects into clients. Transaction Coordination  Every transaction involves multiple steps, documents, and deadlines.

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Second-Time Homebuyer: What to Expect This Time Around

Redfin

Communicate closely with your real estate agent to align timelines and contingencies. Real estate brokerages like Redfin make it easy to browse listings, get real-time updates, and schedule tours. Account for extra expenses like closing costs , moving fees, and potential home improvements in your budget.

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The Best 6 Real Estate AI Tools for 2025

The Close

However, it does help by giving us more time in our day to spend nurturing and growing relationships to close deals. month Visit Lone Wolf IDX integrations and custom market report generation $99/month Visit Agent Image ISA team support for pre-qualification of leads $399/month Visit Offrs AI-powered virtual staging $19.99/month,

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How 2020 exposed a greater need for collaboration between real estate agents and LOs

Housing Wire

Successful agents, brokerages and loan officers of the future are going to rely significantly on technology to find, nurture and engage with buyers and sellers while also playing an expanding role as personal advisors in all things related to mortgage, insurance, moving, renovating and new home transitioning. How do I find a doctor?

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Opinion: Reframing the American Dream of homeownership

Housing Wire

The role of real estate and mortgage professionals In times like these, the role of real estate agents , brokerage owners and lenders becomes even more critical. The question is whether it is becoming less attainable or merely obscured by market noise and confusion. Change is constant, and as professionals, we must adapt.

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Is a Mortgage Pre-Approval Letter Necessary to Make an Offer on a House?

Realtor.com

. “While you do not ‘need’ a pre-approval letter from your lender in order for your offer to be accepted, I highly recommend all of my buyers present it,” says Denise Shur , a Realtor® with 1:1 Realty in San Jose, CA. ” What is mortgage pre-approval? .” ” What is mortgage pre-approval?