The Realtor Appointment Playbook For Loan Officers

Last year was a challenging year for real estate and 2023 is gearing up to bring Realtors and lenders alike some valley dips and mountaintop moments.

We want to see you on top of as many mountains as possible, and this playbook will help make that happen.

This playbook includes:

  • How to build trust

  • How to be different

  • How to NOT talk about mortgages

  • How to sell without selling

  • What to do before, during & after meetings

Practical Approach

Use the playbook on ALL of your appointments the WA books you.

Fast Results

By earning trust faster and shortening the nurture cycle, watch referrals fly in the door!

Easy Learning

Only 2 pages and you're off to the races!


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