How do I find people who are refinancing?
Most people refinance their home at least a couple of times in their lifetimes. This is an opportunity for loan officers to assist and research suitable mortgages for those who are refinancing. If you are a loan office, there are a few different ways to obtain mortgage leads, most commonly would be through major mortgage or loan brokers as well as directly from the lender. If you look around, you will find some companies who will be willing to sell you mortgage leads. The quality of these can vary, so you should seek recommendations if possible. Once you have your mortage leads, it is time to put your training into practice. You will need to build up a rapport and provide accurate and reliable information as well as to ensure that you provide advice that is appropriate for the client.