Productive Partnerships Between Agents and Lenders

Real estate agent and loan originators are two of the most important people in the home buying process. With such complementary roles, solid partnerships between the two can help both grow a thriving business. In this episode, we speak with industry vet Pat Sherlock about the fundamentals of solid agent lender partnership.

We also talk about new challenges to closings caused by the historic sellers’ market and how successful professionals are adjusting.

Our Guest

Pat Sherlock

Pat is the founder and president of QFS Sales Solutions. Her company works with banks, credit unions and mortgage companies and their managers improve their sales productivity. Pat brings a wealth of experience from several years in the finance industry. She’s used this knowledge to create proprietary tools and processes which have benefited across the US.

In addition to being an in demand speaker and consultant, Pat also publishes a weekly blog and email news letter. To register, visit https://patsherlock.com/join-mailing-list/.

Important Links

QFS Sales Solutions – A hiring and sales consulting firm for banks, credit unions, and mortgage companies founded by Pat Sherlock.
2021 Real Estate Agent Lender Relationship Survey – Get insights on what makes for a successful partnership between agents and mortgage pros. Plus, see how others are handling the historic sellers’ market.
TurnKey Suite for Mortgage Pros Waiting List

Interviewer

John Marshall, CEO of Home ASAP — John came to Home ASAP with a wealth of experience in business and finance. Before coming to Home ASAP, John served as EVP/CFO for Home 123 and EquiCredit Corp. He has also worked as Senior Vice President at successful companies like FIS and Everbank. John has an MBA from Harvard Business School, where he graduated with Distinction and a BSE in Mechanical Engineering from Duke University.

Producer

Jon Walker, Digital Assets Manager — Jonathan earned his Masters in Mass Communications from the University of Florida. He specializes in online communications and web design. As Digital Assets Manager, he oversees the production and distribution of educational content produced by Home ASAP. For more content, check out the Home ASAP Learning Center at https://about.homeasap.com/learn

Get a Free Copy of The 2021 Real Estate Agent – Lender Relationship Survey Report

Learn the secrets to a successful agent-lender partnership that grows both businesses. Complete the form to receive your link to the Real Estate Agent - Lender Survey Report at the e-mail you provide.

Please correct the marked field(s) below.

Email Address *

First Name *

Last Name *

Company Name *

Role *

*Required fields

Note: It is our responsibility to protect your privacy and we guarantee that your data will be completely confidential.

Subscribe

Don’t miss an episode of the Real Estate Roundtable By Home ASAP podcast! Subscribe wherever you listen to podcasts, and don’t forget to leave a review so that more people can get in on the conversation!

Popular Articles

Virtual Home Tours on Social Media: Tips for Success

Property agents know that the key to a successful sale is often hosting an open house. Traditionally, open houses have been in-person events held at the property, and therefore subject to limited flexibility to cater to the busy combined schedules of owners, agents...

Creating Calls to Action for Real Estate

Picture this. You've finally got homebuyers' attention with an amazing Facebook post. They click the link to your Facebook business page. They're instantly impressed with the beautiful cover image and your professionalism, and yet nothing else happens. Your potential...

5 Ways To Leverage Property Data In Real Estate Marketing

Not so long ago, the bulk of decisions made within the real estate industry relied heavily on anecdotal information and gut feeling. Not surprisingly, some of these decisions didn't hit the mark and proved costly. These days, thanks to big data and advanced data...

The Top 3 Seller Lead Generation Strategies in 2022

Seller leads are at the top of every agent's mind nowadays. Here are the top strategies we are seeing for getting new listings in today's market. 1. Home Value Requests Zillow became a household name because homeowners love seeing the estimated value of their home....

Schedule a TurnKey Suite Demo

Speak with a specialist to see how you can benefit from the TurnKey Suite real estate marketing service for Facebook. Simply choose a date below to get started.