How Glenda White Closed Over $7 Million in Agent Referrals
Geoff Zimpfer interviews Glenda White, a Dallas-based LO who transformed her agent outreach by hosting educational classes and building two Facebook groups totaling 800+ agents. Glenda shares how shifting from solicitor to educator doubled her business and eliminated cold calling. Best for LOs who are uncomfortable approaching agents and want a repeatable, education-led system.
Teaching agents — not pitching them — is what moves you from vendor to trusted mentor and unlocks consistent referral business.
Takeaways you can run this week
- Commit to hosting 3-5 agent education classes per month minimum — Glenda treats anything less as an inexcusable gap and uses it as her accountability benchmark.
- Start or reactivate a Facebook group for agents in your market: Glenda runs one VIP group (~300 members) for past class attendees fed with lending solutions, LLPA updates, and problem-solving content 3-5 times per week, plus a second open group (~500 members) around a local topic (open houses in DFW).
- When an agent posts a problem on social media (e.g., needing Google help), DM them and jump on a quick call to solve it — don't pitch loans. Glenda did this and received 2 referrals the same day because she focused on the agent's business problem, not her own.
- Use your class invitation as your cold-call script replacement: instead of calling to ask for business, call to invite agents to a specific upcoming class. Glenda went from never picking up the phone to routinely inviting strangers to classes.
- Build a VIP agent group and nurture it consistently: feed it solutions, market updates, and class replays so the 300+ agents who've attended your classes stay engaged between events rather than forgetting you.
- When prospecting new agents, identify their pain point first — then position your next class as the solution to that specific pain point before mentioning anything about loans.
Useful? Get the full Vault free — plus Marketing Worth Stealing, weekly.
GET FREE ACCESSThe playbook
- 1. Identify a problem agents in your market are publicly expressing (social media, conversations, market shifts).
- 2. Source or build an educational class that addresses that problem (e.g., Google Business, LLPA changes, 90-day CMA).
- 3. Call or message agents with a direct class invitation — no loan pitch, just the value of the topic.
- 4. Host the class and deliver genuine solutions; do not sell during the class.
- 5. Add attendees to a VIP Facebook group and post helpful content 3-5 times per week to maintain the relationship.
- 6. Follow up individually with agents who registered but didn't attend — re-invite them and check on their pain points.
- 7. Repeat at a cadence of 3-5 classes per month to stay top of mind and build mentor/leader status.
Worth quoting
“Now my excuse is not good enough if I don't do at least three to five classes for my agent setter friends.”
“I can now talk to a room of a hundred agents and not have any issues because I am showing them the value.”
Best for
LOs who are uncomfortable cold-calling agents and want a proven education-led system to build referral relationships without ever pitching their services.