How Social Selling Changed This Loan Officers Business Forever
Nate walks through his deliberate social selling system on Facebook and Instagram, including how he builds a curated follow list, schedules engagement sprints, and converts interactions into real relationships. Best for LOs who use social media passively and want a structured, repeatable approach.
Social selling only works when it's strategic and scheduled — treat engagement like a prospecting call, not a scroll session.
Takeaways you can run this week
- Build a targeted follow list by picking 2-3 brokerages you want to break into, pulling their full agent roster, then finding and following every agent on Facebook and Instagram.
- Schedule a 15-minute 'engagement sprint' each morning — sit down with a specific list of agents who posted recently and leave meaningful comments, not just likes.
- Go beyond likes: when an agent posts something personal (a win, a milestone, a listing), reply with a comment that opens a conversation rather than just tapping the heart.
- Before your morning sprint, write down exactly who you plan to reach out to that day — Nate says he has 'a plan in place for who I'm going to try to reach out to' each morning.
- Track which companies/teams you're targeting so you can systematically work through their rosters over time rather than engaging randomly.
Useful? Get the full Vault free — plus Marketing Worth Stealing, weekly.
GET FREE ACCESSThe playbook
- 1. Identify 2-3 target brokerages or companies you want referral relationships with.
- 2. Go through their agent roster and find each agent on Facebook and Instagram — follow them all.
- 3. Each morning, pull up the list of agents from your target list who have posted recently.
- 4. Run a focused 15-minute engagement sprint: leave genuine, conversation-starting comments on their content.
- 5. Repeat daily, rotating through your target list, to build familiarity before ever sending a direct message or pitch.
Worth quoting
“I am very scripted in what I'm trying to do.”
“When I get up in the morning, I have a plan in place for who I'm going to try to reach out to.”
Best for
LOs who have social media profiles but use them passively and want a repeatable daily system to turn followers into referral partners.
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