Mortgage Lending Mastery
The Referral Strategy Most Loan Officers Miss with Michael Banner
The best referral strategy may not be the one most loan officers are using. Lady Jen Du Plessis and Michael Banner explore why specialization, stronger positioning, and relationships beyond traditional Realtor partners can open the door to more mortgage business opportunities. They also unpack how reverse mortgages, HECM for Purchase, and a more advisory approach can help loan officers serve clients differently and become the mortgage professional people know exactly when to call. ______________________ Connect with Lady Jen Connect and Schedule a Strategy call at https://supportfromjen.com/ YouTube: https://www.youtube.com/@LadyJenDuPlessis Free Gifts: https://ladyjenduplessis.com/gifts Podcast Guest Profits Masterclass: https://go.jenduplessis.com/podcast-guest-profits-masterclass _______________________ Get to know Michael Banner Michael Banner is the Founder and Host of the 62WhoKnew Podcast, a national platform dedicated to educating Americans on the financial realities of longer life spans and the evolving retirement landscape. A nationally recognized educator in the reverse mortgage industry for over 20 years, Michael has conducted continuing education classes for more than 20,000 Realtors and financial advisors across the country on the strategic use of reverse mortgages. Known for combining practical instruction with powerful storytelling, he helps mortgage professionals understand how reverse lending—especially the Purchase Reverse Mortgage—can reshape today’s housing market and better serve the 62+ demographic. Connect with Michael Facebook: https://www.facebook.com/62whoknew LinkedIn: https://www.linkedin.com/in/michaelbanner1/ Website: www.62whoknew.com YouTube: https://www.youtube.com/@62WhoKnew Learn more about your ad choices. Visit megaphone.fm/adchoices
