Refi booms are out of your control. Purchase business isn't.
The smartest originators aren't just closing purchase loans, they're using every purchase transaction as the entry point to a lifetime client. That one deal becomes a refi, a HELOC, a second home, a reverse mortgage, a referral and so on. Purchase isn't a transaction. It's the start of a lifetime client relationship.
The originators winning right now aren't waiting on the Fed. They've built a strong brand, a referral network that sends consistent business, and a process that closes deals before rate ever becomes the conversation.
This session will show you exactly how they're doing it.
Key Takeaways:
- How to turn every purchase into a long-term client relationship.
- How to build real estate agent relationships that actually send deals.
- Addressing rate shoppers.
- Finding referral sources within each transaction.
- Winning with perfect follow up process.
Details
Tuesday, July 21, 2026
1PM ET