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EPISODE 102

Ep #102: Getting More Agent Referrals by Going Deep vs Wide with Agents

Debbie Seekord & Katie Shive — Guild Mortgage LO doing ~$65M/year and her Business Development Specialist · Tue, 01 Jan 2019
Agent ReferralsClasses & EventsDatabase & Past ClientsVideo & YouTube

Debbie Seekord breaks down her 'go deep vs. wide' agent strategy: small mastermind groups, weekly TBD follow-up, quarterly happy hours, pop-bys, and a past-client event that drew 300 people. Katie Shive covers how she's modernizing Debbie's brand through consistent social media, BombBomb video emails, and co-branded agent content. Best for purchase-focused LOs who want a repeatable agent relationship system built on high-touch fundamentals plus a light digital layer.

Going deep with fewer agents — sharing their goals, coaching them, and following up on their clients weekly — beats chasing volume across dozens of shallow relationships.

Takeaways you can run this week

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The playbook

  1. 1. Identify your top 20-30 agents and commit to going deep with them — align on shared goals, communicate regularly, and edify them on every buyer call.
  2. 2. Set up Thursday Hot Shoppers: pull all active pre-approved buyers, call each one weekly to confirm status, validate agent relationship, and update agents on anything meaningful.
  3. 3. When a buyer goes cold, triage: credit fix = monthly check-in; saving money = every-other-month; paused 1 year = quarterly. Always reference their specific reason on each call.
  4. 4. Map out 6 months of pop-bys on a calendar using NationalDayCalendar.com, alternating with quarterly happy hours so you have at least one agent touch per month.
  5. 5. Run one large past-client event per year (aim for 250-300 people). Mail invites, email campaign, social media push, and day-of phone reminders.
  6. 6. Layer in consistent social media (5 posts/week, mix of corporate content and original) and BombBomb video emails for key transaction touchpoints.
  7. 7. Start a quarterly agent mastermind: pick a book or coaching topic, meet in person, facilitate accountability using a lead-tracking or 'greatness tracker' format.

Worth quoting

“If your why is big enough, you'll figure out the how.”
“You just never know who's watching. Even one person watching could translate to a referral or purchase down the road.”

Best for

LOs who already have a solid agent list but rely on passive referrals — this episode gives them a structured weekly, monthly, and quarterly system to deepen those relationships and build a fence around every pre-approved buyer.

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