Most loan originators are swimming in a red ocean: competing for the same borrowers, chasing the same Realtor referrals, and fighting for business in a market where everyone is trying to get a piece of the same opportunity.

What if you could move into a blue ocean instead?

Join HomeQB and MaxClass on October 27 for a free webinar hosted by National Mortgage Professional, and discover how financial advisor relationships can help you enter a less crowded referral channel, differentiate yourself from other originators, and become the big fish in a blue ocean of opportunity.

You’ll learn:

• How to build a new referral channel with financial advisors and other allied professionals.
• Learn how to a trusted advisors in your market, start the conversation, demonstrate your value, and turn those relationships into consistent mortgage referrals, even if you've never worked with advisors before.
• How to uncover more opportunities within your existing database. Discover strategies for helping homeowners better manage their housing wealth and identify opportunities for cash-out refinances, debt consolidation, home equity loans, and other solutions, even when many homeowners are holding onto low first-mortgage rates.
• How to become the go-to housing wealth expert in your market. Learn how to stand out from competing originators, provide value that financial advisors can bring back to their clients, and use social media to stay visible without constantly creating new content.

Meet Your Speakers

Gibran Nicholas is a mortgage industry educator, coach, and creator of the Certified Mortgage Planning Specialist (CMPS) certification program, with more than 20 years of experience helping mortgage professionals build stronger referral relationships and grow their businesses.

Jeana Lanktree, Director of Education and Compliance at MaxClass, brings more than 20 years of mortgage experience spanning origination, operations, brokerage ownership, and education.

Together, they’ll share practical strategies you can use to build stronger professional relationships, uncover new opportunities, and create a referral channel that sets you apart.

Stop fighting for the same fish in crowded waters. Find your blue ocean, become the trusted mortgage resource, and build a referral channel your competition may be overlooking. 🦈