476. The First Call Ask: The Simple Habit That Creates More Referrals
HomeLoan Officer Leadership › Episode

476. The First Call Ask: The Simple Habit That Creates More Referrals

8:11 Mar 10, 2026
About this episode
Most loan officers wait too long to ask for referrals.In this episode, Steve Kyles and Frank Garay share a simple but powerful strategy: ask for the business on the very first call.You’ll learn:Why the first conversation is the perfect time to ask for referralsHow to ask in a way that feels natural, not salesyA real story of a dead lead turning into a funded dealWhy making more offers always leads to more opportunitiesThe truth is simple: the loan officers who ask the most tend to close the most.
Select an episode
0:00 0:00