The Originators Playbook: A Guide To Success In Lending
This playbook is for brokers and lenders looking to grow and scale their businesses efficiently. It offers strategies to increase loan volume, repeat business, and revenue, while reducing stress and time. Whether you're an individual or part of a team, the insights here will help you elevate your business.
Why Originators Fail to Scale
Originators often fail due to a lack of long-term planning, poor use of technology, and ineffective teamwork. This playbook addresses these common pitfalls and shows how to avoid manual inefficiencies while building a strong business foundation.
1
The Oracle: The Ideal Originator
The Oracle persona combines technology and teamwork to create a highly scalable and efficient business model. By using automation and building a strong team, the Oracle ensures smooth operations, better borrower experience, and sustainable growth.
2
Attracting More Borrowers
To grow your business, you need to attract more borrowers. This section focuses on building a strong brand, defining your value proposition, and using lead generation strategies like SEO, paid ads, and niche landing pages to consistently bring in qualified borrowers.
3
Converting Leads into Deals
Turning leads into closed deals requires a structured approach. This section outlines how to adopt a clear sales process that builds trust, handles objections, and guides borrowers through every step, ensuring a higher conversion rate.
Automation and Workflows
Scaling requires automation to streamline processes. This section explains how using automation and workflows can reduce errors, save time, and improve efficiency, allowing you to focus on higher-value activities while ensuring smooth operations.
$400B+
Residential Investor Loan Volume Annually in 2023
$21B+
Funded loans through our platform
>14 Days
Average days to close a loan & get paid
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Ready to Transform Your Business?
The strategies in this playbook are the key to scaling your business faster and more efficiently. Are you ready to leverage the power of technology, automation, and teamwork to dominate your market and drive more success? The next step is yours—implement these systems and watch your business soar!
What Do LendingWise Customers Think?
After trying several commercial lending & hard money lending systems, we have finally found the perfect CRM & LOS software platform to scale our growing business. They have numerous robust features, it’s very customizable, and they are always willing to work with our unique requirements. It’s been amazing!
Whit McCarthy
CEO | Consistent Capital
LendingWise has been an invaluable CRM & LOS software platform to help us manage our borrowers, broker network and ever growing private money deal flow. They make our intake, processing, underwriting & loan closing process extremely efficient, which helps us continually grow and scale our hard money lending business!
Jeff Fechter
CEO | HouseMax Funding
After trying several commercial lending & hard money lending systems, we have finally found the perfect CRM & LOS software platform to scale our growing business. They have numerous robust features, it’s very customizable, and they are always willing to work with our unique requirements. It’s been amazing!
Matt Flores
EVP | CV3 Financial
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