Next occurrence: Wednesday, Dec 10 at 11am (CDT)

Jumpstart Your 2026 Pipeline: How Loan Officers Can Finish the Year Strong with FinLocker and 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 top loan originator in your city for agents with not-yet-ready buyers that need nurturing and guidance.

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