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EPISODE 344

The Role of Loan Officers in the NAR Settlement

James Dwiggins, Co-founder and CEO of NextHome (630 locations, 5,000+ agents nationally) and co-founder of Raise technology platform · Wed, 28 Aug 2024
Agent ReferralsClasses & EventsMarket & IndustryConsumer Direct

James Dwiggins breaks down the real-world impact of the NAR settlement five days after August 17th, covering what agents are getting right and wrong, where the next wave of lawsuits is headed, and how loan officers can seize a rare collaborative opportunity. Essential listening for any LO who wants to become a genuine strategic partner to agents — both listing and buyer sides — in this new compensation environment.

The NAR settlement is the single biggest opening in years for loan officers to move from vendor to indispensable partner by educating both buyers and agents on how compensation actually works under the new rules.

Takeaways you can run this week

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The playbook

  1. Step 1 — Buyer consult opening: 'This is my fee, this is what we agreed to, here are your services.'
  2. Step 2 — Present the four compensation options: buyer pays directly, seller pays agent directly in offer, seller pays concessions to buyer who pays agent, or adjust price/strategy.
  3. Step 3 — Address the 'I won't show homes without comp' objection: 'Every house is for sale. It's my job to get you into any property you want. We'll tour it, write an offer, and negotiate. Sellers want to sell.'
  4. Step 4 — Bring in the loan officer: 'This is my LO — here are the additional 230 steps required to get your loan approved.' Joint presentation builds complexity, credibility, and team confidence for the buyer.
  5. Step 5 — Seller listing presentation: Ask 'What's most important to you?' When they say net proceeds, explain: 'We will not advertise a comp rate. We'll take all offers, compare net proceeds across all scenarios, then decide strategy.'
  6. Step 6 — Evaluate offers on net: Present side-by-side net proceeds from each offer regardless of whether buyer-agent comp is included, letting math drive the seller's decision.

Worth quoting

“Every house is for sale. It is my job to get you into that property. Any house you want to look at, we're going to look at it.”
“For every loan officer listening — you have the greatest opportunity of your career. Get your butt on the phone, call every agent you've ever worked with.”

Best for

LOs who already have agent relationships but haven't yet positioned themselves as a strategic partner on buyer compensation strategy under the post-NAR settlement rules.

Links from the show notes

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