LIVE Free Training: The New Way Loan Officers Are Winning Agent Referrals in a Shifting Market

Date: Wednesday, June 4th 9:00 AM PST | 12:00 PM EST

With giants like Rocket and Mr. Cooper racing to control the homebuying
journey, Loan Officers need a new edge to stay ahead.

Learn the Buyer Readiness Class Strategy That Attracts Agents, Captures Buyers and Grows Referrals

You don’t need cold calls, coffee meetings, or chasing agents to grow your referral network.

Learn how to lead one high-impact agent class that positions you as the
go-to advisor—helping agents capture buyers earlier and nurture them
with a value-driven system powered by FinLocker.

STARTS IN

Your Hosts

Geoff Zimpfer | Founder
Mortgage Marketing Institute

Brian Vieaux | President, COO
FinLocker

What You’ll Learn in This Live Training

Big tech is consolidating control of the real estate journey.

This training gives you the playbook to compete and win where it matters most...

at the top of the funnel.

  • The class format that positions you as an expert, not a vendor. Forget pitch decks and salesy intros. You’ll get a plug-and-play framework for delivering real value—so agents see you as a trusted advisor, not another LO trying to earn their business.

  • How to teach buyer readiness in a way agents instantly value. Most agents struggle to nurture early-stage buyers. Show them how you help convert more buyers with FinLocker, positioning you as the strategic partner driving sales for them.

  • How to turn every agent class into a referral-producing machine. This isn’t just about presenting—it’s about creating leverage. You’ll learn how to drive agent engagement, build ongoing conversations, and generate referrals on demand.

  • A walkthrough of FinLocker’s buyer engagement tools. Learn how to present FinLocker as your signature offering—one that helps agents stand out, keeps buyers engaged, and makes you an essential part of every transaction.

BONUS FOR ATTENDEES: Access to the Agent Class Planner CustomGPT. Use AI to instantly generate your class outline, email invites, follow-up messages, and social posts—so you spend less time planning and more time delivering.

Plus...How to join the Agent Referral Xcelerator Cohort
Powered by FinLocker

We’ll show you how to plug into this exclusive, 60-day cohort experience designed to help you implement fast, build classes that convert, and grow your agent referrals at scale.

FinLocker + The Agent Referral Xcelerator
The One-Two Punch to Grow Referrals
and Capture More Buyers

If you're not getting to the buyer first, someone else will.

FinLocker gives you the tools.

The Agent Referral Xcelerator gives you the strategy.

This training is your opportunity to lead locally and

become the trusted advisor agents and buyers call first.

You’ll walk away with:

* A ready-to-teach class agents will love

* A proven strategy to capture early-stage buyers

* A repeatable system to grow referrals

* Tools and templates to launch fast

* An invite to join the Agent Referral Xcelerator