Free Loan Officer Resources

If you find these helpful, you might check out our FREE Weekly Newsletter, or join other like-minded Loan Officers and Mortgage Professionals in the TLOP MLO Coaching Community.

Downloadable Trackers & Guides

The 15-minute Loan Officer Business Plan

The 15-minute business plan is a tracker tailored for loan originators and real estate agents that offers a streamlined approach to setting income goals, calculating leads needed, and identifying lead sources, all within a concise timeframe. 

Circle of Influence Tracker

The Circle of Influence Tracker is a guide for mortgage loan originators and sales professionals. It emphasizes the importance of identifying and leveraging one’s network to expand referral opportunities. The tutorial covers the essential details to track for each contact, explains the purpose of reaching out to contacts, and highlights the significance of maintaining and nurturing these relationships to grow a successful business.

Referral Partner Pyramid

The referral partner pyramid is a valuable tool that helps loan originators organize and prioritize their referral sources, allowing them to identify potential leads and nurture existing relationships.

Realtor Tracker

The Realtor Tracker emphasizes the importance of realtor relationships for success in the mortgage industry. This resource acknowledges the need to have a large database of real estate agents and provides guidance on how to track and manage these relationships effectively.

Join Our MLO Coaching Community

Learn proven practices and sales tactics from DO and his faculty of industry experts. Whether you are looking to launch your career or level-up your existing business, our Sales Training and Coaching Calls will provide you with the knowledge, guidance, and motivation needed to achieve sales success.

Industry Blogs

Marketing Ideas

Product Guides & Industry Involvement

Product Guides

Here is where you will find the links to research programs, products and guidelines directly from Fannie, Freddie, FHA, and VA.

Get the Guides

Industry Involvement & Advocacy

TLOP takes pride in being involved in our industry trade organizations as well as advocating for our profession. We encourage you to follow our lead. Here are some of the key organizations to consider joining.

Join our network and level up your career

Our expert team is probably generating brand new content right now for our network of loan officers and branch managers – why are you missing out?