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EPISODE 319

Unraveling the Impact of NAR Settlement

James Kleiman, Newsroom Manager at HousingWire covering mortgage, real estate, and policy · Fri, 22 Mar 2024
Agent ReferralsMarket & IndustryClasses & EventsSocial Media

A deep-dive into the NAR $418M settlement: what actually changed, what the media got wrong, and what it means for loan officers. Best for LOs who want a fact-based answer when agents, borrowers, or referral partners ask about the settlement.

Almost nothing in how deals close actually changes — cooperative compensation moves outside the MLS but can still be written into seller concessions, so the real opportunity is for LOs to reposition now before the dust settles.

Takeaways you can run this week

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The playbook

  1. 1. Pull last 12 months of closed loans — flag every listing agent involved.
  2. 2. Call or text those listing agents referencing a shared closed deal as the opener.
  3. 3. Invite them to co-host or attend a local NAR settlement town-hall panel you're organizing.
  4. 4. At the panel, present the factual changes: BAC out of MLS, buyer-broker agreements required, seller concessions still viable workaround.
  5. 5. Follow up individually with agents who attend — offer to be their go-to lender for buyer pre-approvals, framing yourself as the LO who helps buyers understand their full cost picture including representation.
  6. 6. Add 3 non-agent referral sources (divorce attorney, probate attorney, estate planner) to your pipeline as parallel channels.

Worth quoting

“If your business is entirely about courting buy-side agents, you're at a really big disadvantage.”
“Call the people doing the business. Provide them value. Give them something to chew on.”

Best for

LOs whose referral base is almost entirely buyer-side agents and who haven't yet built relationships with listing agents or non-agent referral sources.

Links from the show notes

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