Selling Your Book of Business | Ep. 458 - podcast episode cover

Selling Your Book of Business | Ep. 458

Jul 30, 202437 minEp. 460
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Episode description

D.O. shares his experience and insights on selling a mortgage loan officer's book of business. He discusses the process, challenges, and strategies for successfully transitioning clients to a new loan officer, using his own five-year transition plan as an example. This valuable information is crucial for mortgage professionals planning their exit strategy or looking to grow their business through acquisition.

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Selling Your Book of Business | Ep. 458 | The Loan Officer Podcast - Listen or read transcript on Metacast