How to Make More Money as a Loan Originator

"Success is not the key to happiness, happiness is the key to success" ~Albert Schweitzer


Use cases...where people can see how a product works. We are going to do a use case a day for a few weeks. Today we focus on the mortgage business.

-Sign Up For Texting Base, Inc.​

-Upload your old lead data and your phone data

-On the first available holiday, text your old lead data announcing your name and who you are with within your holiday message to "warm them up". Put these leads on a 4-6 Holiday per year schedule (plus birthdays if you have that info). You don't need to "sell" old leads, you just need to be in their minds as an option when the timing is right.

-Reach out to everyone in your phone letting them know what you are doing and asking for your contacts to keep you in mind if they know anyone looking to refinance a home.

-Create a list of real estate agents. Text them for meetings, add them to a holiday schedule and text them when new products come out that they should know about.

-Use Texting Base as a differentiator when marketing real estate agents for their referral business. -When you have a purchase loan file, add all borrowers to a group with the real estate agent and text them all stips (faster response and the agent will love you).

-If you speak at events, use TB to help organize your event.

-Create a group for customers (loans you have closed). Send anniversary texts out, birthday texts and highly personalized group texts for all major events. Once a year, ask for referrals in one of the messages.

The net result will be more referrals, more repeat business, less "lose business" (business where people you know never gave you a shot because "they forgot" you were in the loan business), and a lot more loans closed.


Eric Beans is CEO of Texting Base, Inc., out of Orlando, Florida. Texting Base is a cloud-based ”SMS Marketing Automation Platform” which allows entities to personalize group text messages.

Prior to Texting Base, Eric was the first US employee of TechSpan which became Headstrong. Headstrong sold for $550M to GenPact.

With a group of partners in 2005, Eric started Premier Mortgage Capital, Inc., a nationwide state charted Mortgage Company that grew to over 2B/Year in originations.

Eric is the author of "Changing The World Through Texting Software" and writes the entrepreneur section of "LA Style Magazine." Eric is an inventor, investor, and longtime entrepreneur.

Texting Base does not offer legal advice-please consult an attorney before starting to text for business purposes.

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