Stop Chasing Cold Leads – Start Owning Your Past Clients
Tired of past clients forgetting your name and Realtors gravitating toward whichever loan officer is giving them attention this week? You’re not alone. But there’s a better way.
Learn how top producers Josh Mettle, Scott DiGregorio and Daryn Fillis have built high-referral businesses using Home Report – a powerful tool that sends monthly, cobranded home finance reports to your clients with you and your Realtor partner front and center.
Home Report helps you:
• Stay top of mind with past clients – automatically
• Keep your Realtor partners visible and engaged
• Position yourself as a long-term financial guide – not just a transaction
In this free training, you’ll learn exactly how to use Home Report at the point of sale and beyond to create loyal clients, “sticky” Realtor relationships, and a steady stream of warm leads.
Choose your option to get started!
• The Loan Atlas + Home Report: https://checkout.theloanatlas.com/premium-membership-home-report/
• Home Report only: https://www.highway.ai/presentations/the-loan-atlas
•CMA only: use code TLA: https://becomecma.com/