Katey Dallosto: Become the Loan Officer Realtors Actually Want to Call episode artwork

EPISODE · Jul 23, 2026 · 46 MIN

Katey Dallosto: Become the Loan Officer Realtors Actually Want to Call

from Momentum Builder

Coach Katey Dallosto explains how loan officers and realtors can stop assuming, start asking better questions, and build real partnerships through vulnerability, systems, and purposeful networking, not just transactions.In this episode, Don Goettling and Katey Dallosto discuss:Speaking “realtor” vs. “loan officer” languageHigh-value conference & networking tacticsBuilding purposeful lender–realtor partnershipsTrust, vulnerability, and communicationPractical meeting scripts & qualifying questionsKey Takeaways:Understand role differences: realtors sell relationships; loan officers sell systems — align to complement each other.Prepare for live events with clear goals, measurable actions (e.g., business-card targets), and follow-up rituals.Ask diagnostic questions before prescribing solutions - discover needs first.Vulnerability is the accelerator for trust and deeper, durable partnerships.Define partnership expectations and structure (regular meetings, accountability, mutual goals) to move beyond commodity status.“Vulnerability creates trust 100% of the time.” - Katey DallostoAbout Katey Dallosto:Katey Dallosto has built a career—and a reputation—on creating trusted, high-performing partnerships between real estate and mortgage leaders.With 20+ years in the industry as a sales executive, national speaker, author, and former real estate manager, she knows how to “speak Realtor” and translate their needs into action for highly successful mortgage and title partners. Katey helped lead one of the most successful real estate + mortgage integrations in the country, sustaining a consistent 35% capture rate in the first year through a blend of weekly meetings, events, face-to-face strategy sessions, and strong top-down trust.Connect with Katey Dallosto:LinkedIn: https://www.linkedin.com/in/coachkatey/ Website: https://www.coachkatey.com/ Connect with Don Goettling:Website: https://www.salesmasteryevent.com/ Facebook: https://www.facebook.com/don.goettling/ LinkedIn: https://www.linkedin.com/in/don-goettling-8ba05a50/ Instagram: https://www.instagram.com/dongoettling24/ Show Notes by Podcastologist: Hanz Jimuel AlvarezAudio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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Katey Dallosto: Become the Loan Officer Realtors Actually Want to Call

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