Win More Agent Referrals: 7 Simple Fixes That Make the Difference

Loan Officer Freedom

Carl White

Education, Business, How To

4.9 • 753 Ratings

🗓️ 22 April 2026

⏱️ 23 minutes

🔗️ Recording | iTunes | RSS

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Summary

Episode 641

If you are ready to stop overthinking and start taking the exact actions that bring in loans right now, head over to GetMoreLoans.com and set up a time for a free call. Tell us where you want more momentum in your pipeline, and we will help you build a simple plan to make it happen.

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White.

In this episode, Carl White breaks down the seven biggest mistakes loan officers make when trying to get referrals from real estate agents. From talking too much about yourself to leading with rates instead of results, he walks through the patterns that quietly push agents away and cost you opportunities. He also shares simple shifts in how you communicate, follow up, and position your value so agents start to see you as a true partner instead of just another lender.

This episode is a practical guide to fixing what is already in your control. When you focus on being clear, consistent, and genuinely helpful, you start building trust and earning referrals faster than you think. If you want stronger agent relationships and more consistent closings, this is one you will want to listen to more than once.

Transcript

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0:00.0	Hey gang, Carl White here. You are listening to Lone Officer Freedom, number one podcast in the world today for loan officers.
0:16.4	If you go look at all the great reviews that we have that puts us solidly in first place.
0:22.0	And thanks to you for all those great reviews that really helps us get us on the front page.
0:29.5	And I appreciate you help me do that over the years.
0:33.2	Hey, so on this episode, I'm going to talk about the seven costly mistakes loan officers make
0:39.7	with real estate agents that keeps them from getting the referral. In other words, I just
0:44.7	I'm talking with loan officers that were just coming into some of the different programs that
0:50.5	we have. And I would ask them, hey, what's keeping you from getting deals from
0:56.4	real estate agents? And we would, frankly, just interviewing them, asking them questions. And we found
1:01.5	seven things that really stood out. So that's what we're going to go over here today. And
1:06.9	because a lot of loan officers think that the reason they're not getting agent referrals is because of the market or rates are too high or agents are already loyal to somebody else.
1:18.3	And sure, I guess those things can play a part.
1:21.8	But most of the time, the reason is as much simpler.
1:27.0	And there's a very few fixable mistakes in how they approach real estate agents.
1:31.6	And I find that those mistakes are keeping them from getting the meetings, building the trust, earning referrals.
1:37.0	So today we're going to walk you through the seven biggest mistakes.
1:39.5	So all right.
1:40.6	Oh, and by the way, the good news, so the good news, none of these are permanent problems.
1:46.0	Every single one of them can be fixed. And so let's dive into it. All right, mistake number one, by the way, before I get into that, I just had a squirrel.
1:57.5	So Jimmy and I, we run accountability groups where we take loan officer, go, hey, I know what to do.
2:09.0	I'm just finding myself not doing it.
2:10.4	I do all these other things and not the thing that I know will actually bring me in business,
	...

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