Join Our Monthly Live Sessions
Next occurrence: Wednesday, September 10, 11am (CDT)
Build a Pipeline of Educated, Engaged First-Time Buyers
59% of NextGen Homebuyers believe homeownership is within reach, but many don’t know where to begin or how to overcome key financial barriers like saving for a down payment, improving their credit, or managing existing debt.
This is where education becomes your competitive edge.
Loan officers nationwide are driving results by hosting workshops and webinars that demystify the homebuying process by combining financial education with actionable tools to help buyers move from curious to confident!
FinLocker tracks each participant’s progress, giving you visibility into who’s just starting out, actively preparing, or working through specific challenges.
In this session, Adrian Hernandez will show you how to use KeySteps to engage and empower first-time buyers through impactful workshops and webinars powered by KeySteps.
You’ll learn how to:
- Structure high-impact webinars and workshops
- Align KeySteps tools with key learning moments
- Gain insights into each participant’s readiness stage and specific challenges
- Identify when prospects are ready for follow-up and how you can assist
You’ll also leave with a ready-to-use First-Time Homebuyer workshop outline to jumpstart your own events.
When you educate with intention, you build trust and a pipeline of educated and engaged buyers.
Wednesday, October 8, 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 FinLocker-powered apps like KeySteps with agents and nurturing "not-yet-ready" buyers will keep their agent (and you!) top-of-mind throughout their 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.