Guides
Everything here is something I have run in my own business, written out properly rather than as a list of tips. Mostly for loan officers and agents, but the methods travel.
How to Get Mortgage Clients Online: The Movie Ticket Method
The Facebook giveaway post that got me my first mortgage client online, how to pick a hook of your own, and the follow up that turned a comment into a loan.
TCPA Rules for Calling and Texting Mortgage Leads in 2026
The one to one consent rule never took effect. What actually governs calls and texts to mortgage leads now: written consent, do not call, opt outs, calling hours, and the state laws that go further.
RESPA and Realtor Co-Marketing: What a Loan Officer Can Pay For
There is no twenty five dollar gift rule. What Section 8 prohibits, what the services actually performed exception allows, and how co-marketing, desk rental and lead buying have been attacked in practice.