What LOs and Real Estate Agents Should Look for in a Mutually Beneficial Partnership

Finding the right referral partner is kind of like dating. It takes time, trust and investment to grow a meaningful relationship. How can LOs and real estate agents complement each other in way that helps both do more business? Listen to episode #60 of Good. Better. Broker. as we sit down with a Pittsburgh-based mortgage broker and their Realtor® partner who are making each other better at what they do.

In this episode of the Good. Better. Broker. podcast, you’ll learn what to look for in the perfect partnership between a loan originator and a real estate agent.

In this episode, we discuss

1:35 – How Ann pursued Jaime as a real estate partner
3:08 – Why Ann’s personal approach impressed Jaime
4:24 – Ann’s decision to only work with agents she clicks with
5:50 – What Jaime looks for in her lending partners
7:06 – How Jaime realized that Ann was always there for her
9:18 – Why a successful LO-agent relationship must be built on trust
10:48 – How Ann and Jaime’s relationship makes each of them more efficient
12:28 – What happens when Jaime works with a lender that drops the ball
13:11 – Why Ann helps Jaime on deals Ann isn’t working on
15:04 – What Jaime tells her clients about working with Ann
17:54 – Why having a strong LO-agent connection is important in this market
20:37 – How Ann and Jaime strategize on how Jaime can grow her business
22:30 – How other LOs and agents can identify the right partner for them