How LOs get into a real estate agent’s circle

To get into an agent’s circle, an LO has to see problems before they manifest they need to communicate whether the news is good, bad or ugly, agents said.

Becca Summers does not typically include Wells Fargo on the lender recommendation list she gives to clients. However, when mortgage rates started rising in the spring, Summers encouraged her clients to take advantage of the bank’s mortgage rate lock product.

“Wells Fargo was doing a program where they would lock the rate indefinitely, so I had three of my clients transition details ⇒

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