Build A Referral Business As A Mortgage Loan Officer: Become A Rainmaker In The Purchase Market

by Jason Appleton

This power hitting, no nonsense guide will teach you how I have taken a new mortgage branch from 1 referral partner and a couple deals a month to as many as 60 closings a month within 9 months. I've transitioned other banks from refinance to purchase and doubled their previous years production over a year by training the loan officers how to do exactly what is in this book. Jason Appleton is an Independent Mortgage Bank Business Development Consultant and President of Upstager Consulting, Inc, a former Director Of Business Development for a national private mortgage company and prior to that a Licensed Loan Officer that built a $7 million dollar loan pipe in 6 months. Appleton works with mortgage companies across the United States with recruiting, sales coaching, accountability management, marketing and is well known for his loan officer coaching. This book is written to keep out the fluff and filler expecting it to be read more than once. If there are topics you would like to see covered in this living book, post your review and include what you would like to see in updated editions.

62 pages, Kindle Edition

Published March 27, 2017

Reviews

[Brett Olson · Rating 4 out of 5]

I've read this book once and about to read it again, it has so many gold nuggets between the pages.

It has the action steps you can follow.

I would have liked if it had a strategy section at the start with an overview, so I had to learn each piece and it clicked together at the end.

I'd like to give it a 5 star but it has a few hyperlinks that don't work anymore so based on that I gave it a 4 star review.

This book is USA based, and I'm based in Australia. I've managed to create a hybrid of this book and 'The Loan Officer Revolution' to come up with something I can use locally.

The book provided a link for a discount to the authors Udemy course for US$30 which I'll be purchasing based on the quality of this book.

[Gary Thompson · Rating 5 out of 5]

Great content, and specific action steps!

If you follow these recommendations you can't help but succeed. No fluff in this book, just good usable ideas. I recommend this to LO's and Real Estate Professionals.

[Alexander Taberne · Rating 4 out of 5]

Awesome info for any loan officer!

Great info if you are starting out or are experienced.

Would recommend reading if you need some new tips for your mortgage business

[Katie Whitaker · Rating 5 out of 5]

New to the business

This is the best book for someone new to the lo career. Its great for planning out your first couple of months

[Al Barraza · Rating 5 out of 5]

Great Quick Read

In a matter of minutes, you get a concise action list to make it happen! I recommend taking the time to read it!