Blog
Tactics for the past-client book.
Math-driven, no-fluff playbooks on what top-producing loan officers actually do with their career book.
Loan Officer Playbooks
ARM Reset: What Loan Officers Should Be Doing 12 Months Before Their Client Refinances (Somewhere Else).
Every 5/1, 7/1, and 10/1 ARM has a known reset date. And every single one represents a client who's either going to refinance with you or with somebody else. The 12-month pre-reset workflow that wins the 1:1 moments.
April 25, 2026 · 7 min read
Loan Officer Playbooks
The Mortgage LO Anniversary Playbook: Turning Year 5 Into $40K of Annual Refi Volume.
The purchase anniversary is the single most overlooked trigger in the mortgage loan officer's toolkit. Here's what top producers do that average ones don't — with specific scripts for years 1, 3, 5, 7, and 10.
April 25, 2026 · 8 min read