Lead Generation Training >
Lead Generation for Loan
Build a Pipeline You Own
Lead Generation
Marketing
Trigger leads are gone and shared purchase leads convert at 1 to 3%. Agent referred leads convert at 15 to 25%, and half of all business comes from referrals. This course ranks eight lead gen strategies by ROI and gives you the scripts, action steps, and four layer framework to build a pipeline you own.
7 modules
1 hours
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Course Outline
01
Intro: Why You Need a Pipeline You Own
Video: Intro: Why You Need a Pipeline You Own
1 Video
01
Strategy 1: Your Existing Database
Video: Strategy 1: Your Existing Database
1 Video
01
Strategy 2: Real Estate Agent Partnerships
Video: Strategy 2: Real Estate Agent Partnerships
1 Video
01
Strategy 3: Past Client Referrals
Video: Strategy 3: Past Client Referrals
1 Video
01
Strategy 4: SEO/GEO & Content
Video: Strategy 4: SEO/GEO & Content
1 Video
01
Strategies 5-8: Supplements to Your Foundation
Video: Strategies 5-8: Supplements to Your Foundation
1 Vdeo
01
Closing: The Four Layer Framework
Video: Closing: The Four Layer Framework
1 Video
Who is this for?
Loan officers paying for portal leads with a cost per funded loan over $1,500
LOs with 50 or more closed loans and no system working that database
LOs who want agent partnerships that actually produce referrals
Anyone rebuilding their pipeline after the trigger lead ban
What you'll learn
How to turn your closed loan database into your highest ROI lead source
A three touch outreach sequence that wins productive agent partnerships
Scripts for referral asks, rate drop check-ins, and follow-up calls
How to rank in local search and get cited by AI tools with one post a month
Where paid search, social video, networking, and lead portals fit as supplements
The four layer framework for a pipeline that compounds over time
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