What belongs in a loan officer’s calendar before the day fills up?
Brian Manning joins Dave Savage to walk through his approach to Realtor relationships, personal outreach, and daily follow-up.
Brian explains why his educational luncheons begin with an agent’s business problem rather than a mortgage product. He shares how he follows those events with useful resources and direct conversations, why he asks for the business, and how he keeps his message consistent across different interactions.
The conversation also gets specific about execution: a protected 10 a.m. to noon priority block, a Friday goal of 100 short personal videos, and a daily call sequence built around loan milestones, referrals, upcoming closings, and unconverted prospects.
Dave and Brian discuss what to measure beyond production, why outreach needs a place on the calendar, and how to keep improving after a presentation or event falls short.
Brian closes with the principles behind his approach: accept that failure is part of learning, advise clients as you would family, and keep investing in your own development.
