7 posts found
11/11/2021 · 5 min read
Part 1 was about getting lender relationships started the right way. Part 2 is about keeping them — the specific habits, communication strategies, and partnership structures that turn a one-time referral into a years-long pipeline.
11/10/2021 · 5 min read
The mortgage guy has your future clients sitting across the desk before you ever know they exist. Matt breaks down why lender relationships are one of the most underutilized growth levers in independent insurance.
11/11/2020 · 8 min read
Part 2 with Eric Kinneman goes deeper — from lending fundamentals into the specific partnership structures and advanced strategies that turn a casual mortgage relationship into a reliable referral engine.
11/09/2020 · 7 min read
Eric Kinneman — the Mortgage Dude — sits down with Craig to share the lending knowledge that insurance agents desperately need if they want to build real relationships with mortgage professionals and win more homeowner business.
10/21/2020 · 8 min read
Jeff Major and Jason Feltman continue the Mortgage Masterclass with the advanced mechanics: how to deepen the partnership over time, what products to lead with in a mortgage context, and how to build a referral network that generates consistent high-quality clients for years.
10/19/2020 · 7 min read
Jeff Major sits down with Craig Pretzinger to open a masterclass on one of the most underutilized revenue and relationship opportunities in the insurance industry: the mortgage-insurance partnership. The opportunity is bigger than most agents realize, and the mechanics are simpler than most expect.
05/08/2020 · 7 min read
Mike Jones is a loan officer with access to a wide range of investors — and a clear view of why insurance agents and mortgage professionals should be working together, not in parallel.