Becoming the Trusted Mortgage Advisor

In today’s episode, Megan Anderson breaks down how loan originators can gain deeper visibility into their referral pipeline using agent engagement data. She explores the power of real-time insights, automated co-branded marketing, and share-of-wallet metrics to build stronger agent relationships. If you’ve ever wondered how top producers stay one step ahead, this conversation offers a clear look behind the curtain.

In today’s episode, Megan Anderson shares the tools top producers are using to build trust, overcome rate objections, and guide clients through uncertainty. Whether you’re navigating buyer hesitations or trying to stand out in a crowded market, this conversation offers grounded insight and practical strategy.

In today’s episode, Megan Anderson explores how loan originators can increase repeat business by staying top of mind with past clients through value-driven communication.