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Podcast: Loan Officer Life: Hustle, Heart and Homeownership
Episode: Loan Officer Life: Reducing Pre-Approval Fallout with KeySteps
Description: Episode OverviewIn this solo episode, host Brian Vieaux, CMBâPresident & COO of FinLocker and 35+ year mortgage industry veteranâdives into a critical challenge loan officers face today: pipeline fallout from pre-qualified and pre-approved borrowers.Far too often, LOs invest time, resources, and money into pre-approvals, only to lose borrowers later when they pause their search, get priced out, or switch lenders after a realtor referral. Traditional CRM drip campaigns arenât enough to prevent that. The question is: How can loan officers provide real, ongoing value during this âwaiting periodâ and reduce fallout?Brian shar...