Join Our Monthly Live Sessions

Next occurrence: Wednesday, Nov 12 at 11am (CDT)

How to Expand & Strengthen Your Agent Networks

Real estate agents are the top referral source for 84% of loan officers. Since many first-time homebuyers connect with agents before loan officers, FinLocker's co-branded platform creates powerful partnership opportunities.

Join Adrian Hernandez to learn how co-branding a FinLocker-powered app like KeySteps with real estate agents, and nurturing their "not-yet-ready" buyers, will keep their agent (and you!) top-of-mind throughout each buyer's homeownership journey.

What you'll see:

  • Personalized agent landing pages that provide value propositions for buyers and homeowners
  • Digital business cards for each agent for sharing with prospects
  • Comprehensive mortgage qualification tools and property search in a secure environment
  • Direct client communication through the "Meet Your Agent" tab with personalized contact info
  • AI-powered home search helping agents find properties matching specific client preferences
  • Real-time alerts when homebuyers initiate searches, save properties, achieve mortgage readiness, and much more

You’ll also leave with the guide, 8 Ways Loan Officers Can Strengthen Relationships with Real Estate Agents.

Wednesday, Dec 10 at 11am (CDT)

Jumpstart Your 2026 Pipeline: How Loan Officers Can Finish the Year Strong with FinLocker/KeySteps

The most successful loan officers use December to prepare for a fast start in January. It’s the perfect time to reconnect with past clients, engage homeowners preparing for a move, and position yourself as the go-to resource for financial wellness and mortgage readiness.

Join Adrian Hernandez to learn how FinLocker/KeySteps helps you nurture leads, react quickly when rates drop, refresh your marketing, and strengthen referral networks, so you can enter 2026 with momentum and a full pipeline.

What you'll see:
• How to identify and engage homeowners and past clients who are close to being mortgage-ready
• Automated tools that help consumers track credit, savings goals, and home values—all branded to you
• Tactics for refreshing your co-branded marketing and digital outreach during the holidays
• Using FinLocker/KeySteps insights to spark timely conversations when rates move
• Ideas to expand your referral network beyond agents—think financial advisors, builders, and community partners
• How to set up workflows now that generate new opportunities as the new year begins