14 Habits of High Performing Loan Officers

Which habits set top-producing loan officers apart from the rest? We reached out to originators across the country to find out!

With firsthand tips, tricks, and direct quotes from some of the nation’s highest performers, this guide will help you and your lending team create your own daily tactics for massive success.


  • 14 concrete tips proven to help loan officers increase productivity
  • The commonalities shared by top producers
  • Ways to establish, improve, and adapt your process to stay competitive
  • Why relationships and communication are key to any loan officer’s success
  • How to use data to drive your decision-making

“I believe in leveraging technology to improve efficiency, but never automate out your personality. That’s what people are buying. The magic comes from you.”

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