I’m excited to be a part of the community. I’m averaging about 3 loans a month right now but I want to average at least 10 loans a month consistently.

Does anyone know a good resource, or company that could help build out a loan officers past client database? I’ve been in the business since 2017 but didn’t keep track of my database until 2021, and even that had a lot of missing information. I wasn’t thorough about it until 2023 and there’s a lot of missed data there and I think lots of missed past clients. i’ve heard you can pull your data from RETR or MMI and pay a virtual assistant or someone to get as much data on your close loans as possible, but have never tried this.

Today's coaching call is going to be different. Alvaro Moreira is joining us to share a strategy that stops the realtor chasing game entirely. It is called the Dual Capacity Realtor Program. Instead of asking realtors for referrals, you offer to help them build a second income stream by becoming licensed mortgage loan officers. They keep selling real estate. They also earn mortgage compensation on closed loans. You become the person who transformed their business. The result: . You stop competing on rate, turn times, and lunches . You become a true business partner . The relationship becomes sticky and nearly impossible to lose to a competitor This is an established model already producing results. Not theoretical. Today at 12pm Central. To join click on Weekly Coaching at the top of the community page.

Welcome to 10 Loans/Mo - Playbook for LOs This community exists for one reason: help loan officers get to 10 loans/month without working more hours. Here's how to get the most out of it: 📚 Start in the Classroom That's where the core training lives. If you're new, start there before anything else. Then watch the weekly coaching calls under the Coaching Call Recordings channel 📋 Get the Partner & Client Funnel System This is my full origination playbook built directly into a done-for-you system. It covers how I structure referral partners, manage my pipeline, and convert leads without chasing. If you want a business that runs on a system instead of hustle, this is it. Schedule a time with @Deven Gillen using the link right below. https://hovadigital.com/dtc 🏢 Got a commercial deal on your desk? Post it in the commercial Loans channel. We have a broker network ready to help you close it and get you paid led by @Cam Nayebi . 💰 Need wealth management? Hit the Wealth Lab channel. We have a vetted FA partner, @Bryan Azzo, who works with LOs and their clients. 🚀 Thinking about your next move? Whether that's growing your team, switching platforms, or building something bigger, DM me directly. One ask: If this community has been valuable to you, send the link below to one LO who needs it. Every person in here found it because someone cared enough to share it. Pay that forward. https://www.skool.com/level-up-lo/about See you in the feed. — Sam

Hey there, Chris Townsend here in San Antonio! Thanks for the info!