Mortgage Marketing RadioTHE VAULT. GET FREE ACCESS
EPISODE 284

How Glenda White Closed Over $7 Million in Agent Referrals

Glenda White — Dallas-area loan officer and multi-year Mortgage Marketing PRO member who closed over $7M in agent referrals · Thu, 08 Jun 2023
Agent ReferralsClasses & EventsSocial MediaPersonal Branding

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

Useful? Get the full Vault free — plus Marketing Worth Stealing, weekly.

GET FREE ACCESS

The playbook

  1. 1. Identify a problem agents in your market are publicly expressing (social media, conversations, market shifts).
  2. 2. Source or build an educational class that addresses that problem (e.g., Google Business, LLPA changes, 90-day CMA).
  3. 3. Call or message agents with a direct class invitation — no loan pitch, just the value of the topic.
  4. 4. Host the class and deliver genuine solutions; do not sell during the class.
  5. 5. Add attendees to a VIP Facebook group and post helpful content 3-5 times per week to maintain the relationship.
  6. 6. Follow up individually with agents who registered but didn't attend — re-invite them and check on their pain points.
  7. 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.

Links from the show notes

← Back to all episodes
THE SWIPE
This archive is the past. The Swipe is what's next. Marketing Worth Stealing, in your inbox every week. Free. From the host of Mortgage Marketing Radio.
GET FREE ACCESS →