Tactics for LOs Driving Business Growth

The MMI Power User Playbook – Tactics for LOs Driving Business Growth is a tactical guide designed to help loan officers use MMI’s tools to generate repeat business, deepen relationships with real estate agents, and uncover new opportunities through smart data tracking. It outlines how to track agent and borrower activity, follow up using provided call scripts, and leverage automated tools like Wallet Share, Matchmaker, Refinder, and CRM integrations. This playbook encourages daily use of MMI’s real-time insights to stay ahead of the market and keep a consistent referral pipeline flowing.

Fine Points Discussed:

• My Buyside/Listside Agents:
  Automatically track real estate agents you’ve worked with in the past. Get alerts when they list new properties and use that as a reason to reconnect.

• Real Estate Agent Tracking:
  Manually track new or prospective agents by adding them from their Fast Facts profile. Receive email alerts to initiate timely outreach.

• Same-Day Listing Strategy:
  Receive immediate notifications when a tracked agent lists a new property. Reach out with a congratulations call or offer to assist with open house support.

• Property Monitor:
  Be alerted when properties you've worked on are relisted for sale. Use it as an opportunity to reconnect with past borrowers or get introduced to new agents.

• LO Agent Wallet Share:
  See how much of an agent’s business you're getting and compare it to other LOs. Use this to guide conversations and increase share of future deals.

• Matchmaker:
  Quickly identify local agents working on deals near your past closings. Use proximity and shared transaction history to start new conversations.

• Refinder:
  Find refinance opportunities by scanning your past client database for favorable loan conditions. Adjust filters to find the best matches based on rate, balance, and equity.

• CRM Sync:
  Push contacts from MMI directly into your CRM using the one-click webhook feature. Automate follow-ups and campaigns with pre-built workflows.

To access the playbook in PDF format, please click on the attached media below.