The Loan Officer Playbook | Sales Skills, Lead Generation & Consumer Psychology episode artwork

EPISODE · Jul 31, 2026 · 58 MIN

The Loan Officer Playbook | Sales Skills, Lead Generation & Consumer Psychology

from Market Shares With Tony Blodgett · host Tony Blodgett

🏡 Market Shares Rewind | Because great market insights don't expire 🏡The mortgage industry has changed - but the fundamentals of building a successful business haven't.In this Market Shares Rewind episode, I sit down with Chad Church, current Director of Product Management with NAF Tech and former SVP of NAF Leads, for a masterclass on modern mortgage sales.From lead generation and consumer psychology to relationship building, sales fundamentals, refinance opportunities, and the evolution of consumer direct lending, this conversation is packed with practical strategies loan officers can use to grow in any market.📌 Topics We CoverThe evolution of consumer direct and retail lendingWhy relationship-based loan officers still outperformHow online consumer behavior is changing mortgage salesThe refinance opportunities many loan officers are missingBuilding stronger referral and Realtor relationshipsTurning internet leads into lifelong clientsSales fundamentals every loan officer should masterConsumer psychology and communication strategies that build trustCRM, follow-up, and database management best practicesFuture-proofing your mortgage business in today's market▶️ Listen now to learn how today's top-producing loan officers are adapting to changing consumer behavior while building businesses that last.🔔 Don’t miss out! Subscribe and stay ahead of the game with Market Shares.📌 New episodes drop every Friday at 10 AM PT!

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The Loan Officer Playbook | Sales Skills, Lead Generation & Consumer Psychology

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