How to Become a More Confident Loan Officer
Geoff shares two concrete confidence-building tactics: a feedback call script to use with past transaction agents, and a follow-up move that turns those calls into Google reviews for your referral partners. Best for LOs who feel stuck or are in a production slump and need a low-risk outreach activity to restart momentum.
Calling past agents to sincerely ask for one-word feedback builds your confidence, sharpens your process, and impresses referral partners — all in one conversation.
Takeaways you can run this week
- Pull every transaction from the last 3–6 months. Call 5 agents per day (buy-side AND listing-side) until you've reached 25 in a week.
- Use this exact script: 'Hey Sally, in one word, how would you describe the experience of working with me and my team? Please be honest — if you don't tell me straight up, there's no way I can get better.'
- After they answer, press for improvement: 'If there was one thing you would change, what would that be?' Don't personalize it — filter it through the lens of process improvement.
- After the feedback exchange, if the experience was genuinely positive, tell the agent: 'I really enjoyed working with you too — I'm going to leave you a Google review.' Then do it immediately and screenshot it.
- Text or email the screenshot to the agent with: 'Really enjoyed our conversation — just wanted to let you know I left you a review.' No quid pro quo, no ask — just the gesture.
- Do NOT rely on 5-star online reviews as proof your process is strong — Stratmor data shows clients leave high ratings out of social pressure, not genuine satisfaction. Only direct agent feedback reveals real process gaps.
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GET FREE ACCESSThe playbook
- 1. Pull all closed transactions from the last 3–6 months and list every agent (buy and list side).
- 2. Call 5 agents per day, reconnect briefly with small talk referencing the specific transaction.
- 3. Ask: 'In one word, how would you describe the experience of working with me and my team? Please be fully candid.'
- 4. Listen, then press: 'If there was one thing you'd change, what would that be?'
- 5. Share your own honest one-word description of working with them.
- 6. If the experience was positive, say you'll leave them a Google review — then do it on the spot.
- 7. Screenshot the review and send it to the agent via text or email with a brief note, no reciprocity ask.
Worth quoting
“The best script is the truth — if you're truthfully curious, you don't need to fake it.”
“Leaving four or five stars does not mean they enjoyed your process.”
Best for
LOs who have closed deals in the last 6 months but have gone quiet with those agents and need a non-salesy reason to re-engage and stand out.