"I've been trying to get business from real estate agents but feel like I'm running in circles."

Sound familiar? You're not alone if you're finding that it's difficult, if not impossible, to differentiate from competitors so agents notice you.

Loan officers, particularly ones who joined the industry sometime during the past 5 years, are discovering that it's becoming more difficult to generate any interest among agents from their marketing efforts.

Fortunately, from years of working hand-in-hand with loan officers and studying their successes and failures with marketing to agents, I've identified the reasons why it's more difficult now to get the attention of agents than it was even a few short years ago … and, more importantly, how you can overcome these challenges.


The Most Common Reasons Why You're Struggling with Marketing to Agents

  • Using a Shotgun Approach

  • "Let's throw it up on the wall and see what sticks!" Mailing out bushels of postcards, delivering heaps of flyers to mail slots, or advertising in the local real estate magazine isn't marketing, it's tactics. Marketing is an integrated strategy and way of thinking for your business.
  • Being Full of We-We

  • Does your marketing truly focus on agents, or is it full of we-we? As proud as you may be of your marketing, most agents only care how much you can help solve their problems. If you want more agents to send you clients, your focus has to be on them.

    It's the words you use in your marketing, whether it be an advertisement, a postcard, a flyer or pages on your website, that determines where focus is placed. For example, analyze your brochure by counting the number of times it mentions the words: you, your, yours, yourself, you've, and you're. Than compare that against how many times it mentions: me, my, myself, I, we, us, our, your name and company name. If the latter outweighs the first, than it's full of we-we.
  • Broken Promises

  • Agents aren't convinced by promises of closing loans on time, rendering quality service and returning calls promptly. Other loan officers break these promises so frequently that it creates instant distrust when agents see it in your marketing.

The Secret to Overcoming these Challenges, So Agents beat a Path to Your Door….

The secret to your success can be summed up with four steps, each using the same letter of the alphabet: planning, positioning, packaging & promoting.

    Failures don't plan to fail, they fail to plan. Planning is your foundation from which you build your marketing strategy.

    Positioning is your communication tool to reach your targeted audience in an overcrowded marketplace. It's how you cut through the noise and get noticed.

    Packaging shapes the perceptions that prospects develop about your services, so you can focus more on developing a relationship and less on hard selling.

    Promoting your services is what gives you credibility and visibility. When your brand identity becomes recognized, agents chase you.

The 3 Critical Elements of Loan Officer Marketing

If your goal is to get agents to chase you for your services, your marketing must meet a three-prong strategy:
  1. Your marketing must speak to an agent's fears, needs & desires.


  2. Your marketing must demonstrate your value to an agent.


  3. Your marketing must assure an agent that you are a safe and reliable choice.
At this point, you might be thinking that this sounds great, but you're saying, "How do I do it?"

I have compiled my research and material into a unique program, Become an Agent Magnet: A Loan Officer's Breakthrough Formula for Standing Out from the Crowd and Attracting Agents, that spells out the step-by-step process I follow when I'm developing an integrated marketing strategy for my clients.

Since 1999, I've helped hundreds of loan officers improve their marketing efforts and impact production. And in Become an Agent Magnet, I reveal the very same strategies that allowed me to:

    A Loan Officer with No Prior Experience Formed Relationships With 4 Different Agents in 60 Days

    She had no prior mortgage experience, in fact, her degree is in education and previously taught first grade before deciding to enter the mortgage industry, had been going to offices, dropping off flyers, with the usual approach to finding a realtor. After consulting with her and recommending the same strategies as outlined in my program, she formed new relationships with 4 different realtors within 60 days.

    An Experienced Loan Officer with No Client Base Developed Instant Leads

    A loan officer moved from Texas to Arizona. In Texas, she had been a loan officer for 3 years and worked within a system where she was given leads. Her boss consistently averaged 30 loans per month and would feed part of her pipeline to her. Now living in Arizona and joining a mortgage company that doesn't provide leads, she struggled to break ground with agents in the area. After she implemented strategies as outlined in the program, she immediately experienced successful first-time interactions with realtors 90% of the time. This has quadrupled her networking success and resulted in 3 - 7 new leads monthly.

    An Experienced Loan Officer Increased His Earnings by $24,000.00 Annually

    A loan officer who works in a company that has a telemarketing team that generates appointments, has struggled since the refinance market slowed. The quality of appointments and loan applications stifled, affecting his income. After he implemented his strategy, similar to the outline in the program, he produced 3 new loans monthly and has increased his personal annual earnings by $24,000.00.In fact, he earned back his investment more than 48 times.

    An Experienced Loan Officer Added $3 Million to Her Pipeline within 30 Days

    A loan officer for more than 10 years specializes in builder accounts. She understands it takes multiple impressions before a builder gives you a chance. Her first impression with builders is excellent, but than she struggles with how to follow up until she's earning their business. Once again, after implementing strategies, like those I've compiled in the program, she added $3 million to her pipeline within 30 days.
I've used these strategies to help brand new to exceptionally experienced loan officers... …From loan officers who have never dealt with agents before to loan officers who have spent their entire careers servicing them….

…And now you can put these same strategies to work on magnetizing agents…



Read what participants of my live seminars have said about the program:

Awesome. Enlightening. Very worthwhile and money well spent! I am closing loans but they are here, there and everywhere. I thought being on commission would give me a greater sense of control, but somehow I feel totally out of control instead. The Agent Magnet Program has helped me structure my business the way I want it to be. I appreciate Jeff's willingness to share his knowledge and experience. He brings professionalism to the industry that can only benefit all of us.

Patti Pomeroy
Amerifirst Financial



Wow! Jeff changed my pre-conceived ideas of what marketing is/consists of. This information radically changed how I present myself through print, web, and other media. You need to take advantage of his strategies to capture how you will market yourself. If you rely on other people to convey the information, you have cost yourself thousands of dollars and years of trial and error.

Tim Hedrick
Lifestyle Lending



I was wowed! I highly recommend all loan officers get Jeff's program. The 4-step method, as a whole, was enlightening. I feel I gained enough knowledge to put "me" together in a more professionally attractive package to attract the agents I want.

Jan Damm
Eagle Home Mortgage


A must for the professional that is ready to turn the corner in their business. You'll learn how to establish a dominant presence within your market.

Jesse Williamson
Southwest Mortgage


Great concepts and formulas! I gained the understanding that there is a need for change in the way I run my personal business. This has given me the motivation to continue down the road less traveled by most loan officers.

Kevin DeAngelo
Savannah Mortgage


I recommend this program to others, just not my competition! Jeff's ideas on promotion are excellent and I learned the importance of having consistency in the look & feel of marketing messages.

Bruce McHenry
Achieve Mortgage



Become an Agent Magnet WorkbookHere's a Comprehensive List of Strategies Compiled in the Companion Workbook


Which ones would be most helpful for you?




  1. Agents stereotype loan officers, which of the three types are you and is it costing you a fortune? p. 8


  2. Where does your current marketing strategy score? After completing the scorecard you'll know exactly which areas need improvement. p. 11 - 12


  3. Learn the difference between marketing activity and marketing effectiveness. The results might surprise you. p. 13


  4. Learn why most small businesses fail and understand why you have to think like a small business to succeed. p. 15


  5. Do you have a written production plan for the next 12 months? Learn how to make it an essential planning component of your business. p. 16 - 17


  6. Before you ever approach an agent, do you know your strengths and weaknesses? Complete a SWOT Analysis and discover where your opportunities exist, and the threats that could destroy your business. p. 17


  7. Do you make the mistake of building your marketing upon assumptions? Learn how to gather feedback from clients that helps you improve your decision-making. p. 17


  8. Targeting agents is like hiring employees. You wouldn't hire an employee, who didn't meet your job criteria, why hire an agent that doesn't either. p. 18


  9. Find out if your marketing messages are guilty of making the same promises as other loan officers. p. 20


  10. Understand why every mortgage company appears alike and why you must be different. p. 22


  11. Discover your hidden talents that make your services more attractive, so agents clamor for it. p. 24 - 26


  12. Comprehend the power of The Placebo Effect and it's impact on your marketing strategy. p. 29


  13. Marketing materials create your brand identity. What image are your materials creating? p. 30 - 31


  14. Are your materials packaged professionally? Learn why and how a professional graphic designer makes sense. p. 32


  15. With agents having different communication styles, are your materials packaged to meet the needs of each one? p. 33


  16. Do agents toss your brochure in the trash or does it peak their curiosity and provoke them to ask questions? p. 34 - 37


  17. Discover the biggest mistake loan officers make in promoting their services. Than learn the secret of successful hot dog vendors that can change which agents you approach. p. 39


  18. Are you tired of being rejected by agents? Learn a systematic approach to meeting agents and never being rejected again. p. 40


  19. Do you have permission to market to your prospects, customers and agents? If not, you'll see how gaining permission changes the playing field. p. 41


  20. Do you struggle on how to follow up with agents after an initial meeting? Never struggle again, learn the important key to keeping their attention long after your initial contact. p. 42 - 46


  21. Stumped on how to creatively promote your services? This section shares 7 distinct strategies that can catapult you over the competition. p. 47 - 54


  22. Does every loan application you originate bring endless referrals, new relationships with agents and expand your referral sources? Discover how you can market your services using each loan application process as your platform. p. 55 - 56


  23. Don't worry about what to say when you communicate to borrowers, agents, and your referral sources. Included are 15 form letters you can easily incorporate into your marketing. P. 57 - 71

Click to Order


And you'll receive an Audio Tutorial to accompany the workbook…

Become an Agent Magnet Audio CD'sYou'll get a professionally recorded 4-disc audio set of my live seminar that includes over 3 hours of my hands-on instruction.

You can listen to it in your car or play it while you're following the lessons in the workbook. You get the same workbook that the audience received so the information from it and the CD's go hand-in-hand.








But that's not all, because you get $491.00 in extra bonuses when you order online today…

The Become an Agent Magnet Program is supported online! In my website is a designated area for VIP clients. There's a slew of additional material to assist you in building your strategy to magnetize agents.

Bonus Gift #1

Production Planning Workbook - MS Excel Spreadsheet - ($197.00 value)

  • Effectively plan achievable production goals

  • Determine and estimate your marketing budget and expenses

  • Calculate costs so you know how much marketing you need to reach your goals
  • Forecast your annual volume so you know how many relationships you need
  • These worksheets also help you keep track of:

    • Your production history, which you use when planning future goals

    • Your percentage of pulling originated loans through to closed loans

    • Your average income per loan and average loan amount


    Bonus #2

    You'll also get a dozen handy worksheets online to help you complete the exercises as mentioned in my materials. - ($197.00 value)

    • SWOT Analysis Form & Worksheet

    • Client Survey Sample

    • Agent Magnet Profile Worksheet

    • Subject Matter Inventory Worksheet

    • Positioning Statement Worksheet

    • Introductory Statement Sample & Worksheet

    • 5 Stages of Cross Promotion Form

    • Cross Promotion Worksheet

    • Problem-Centered Message Sample & Worksheet

    • Actual Brochure Sample

    • Actual Special Report Sample


    Bonus #3

    And don't forget the 15 promotional form letters in MS Word for download, so you can easily format them to your needs. - ($97.00 value)

    • Introductory Letter to Buyer's Agent
    • Introductory Letter to Seller's Agent
    • Follow Up Letter to the Borrower
    • Do's & Don'ts for Borrower
    • Introductory Letter to Borrower's Financial Sources
    • Success Notice Faxed to Buyer's Agent
    • Success Notice Faxed to Seller's Agent
    • Buyer's Agent, Seller's Agent & Borrower's Congratulatory Note
    • Borrower's Survey Card
    • Borrower Closing Package Letter
    • Buyer's Agent Survey
    • Borrower's Survey
    • Borrower's Thank You Note

    Click to Order


    This course shows you the "how" and explains the "why".

    Roy Howa
    Freestand Financial





    Discover My Marketing Secrets that Magnetize Agents Because You'll Make More Money

    What would it be worth to you to learn all the secrets I reveal in Become an Agent Magnet? The very same secrets that have helped my clients increase their originations from securing relationships with agents without the typical hassles and rejection?

    Let's say that your average income per loan is $2000.00. What if you attracted one agent as a result of using one of my ideas and that agent referred one deal every 90 days. In one year, you've earned $8,000.00.

    But if you follow my strategies, you won't attract an agent who refers a deal every 90 days, you'll attract an agent who refers a deal every month. That's annual earnings of $24,000.00. And when you have 5 agents referring a deal every month, your annual earnings exceed $120,000.00. That's the exciting news, but what's the bad news?

    What's it costing you by not having my program? How many agents could be referring you clients, but aren't? Without a sound and proven strategy, you're invisible.

    Besides, how much are you spending now trying to attract agents? If you happen to drive your car to different offices, you're burning too much gas at record prices. The paper and ink that carries your flyer's message along with your most valuable commodity - your time, easily eclipses the small investment for my program.

    My mentor, Jim Rohn says, "There's two types of pain - the pain of discipline and the pain of regret - One weighs ounces, while the other weighs tons." When you look around at your competition, you recognize that you're capable of achieving so much more, and that there's no reason why you can't be better than them, but you're just unsure how to get there. I'm not saying it's gonna be easy, but I know when you go to work on your business, your business goes to work for you.

    The Become an Agent Magnet Program might be worth thousands of dollars to you, but that's not what you'll invest to get it. You won't even invest $1000...$500...or even $250.

    Inspiring and motivating! I believe I have 90% of my competitors beat just on the knowledge I gained and will save a lot of wasted time and money. I think if other L.O.'s asked me what I thought of this program, I would tell them to get it if they wanted to learn to save time and money.

    Gary Miljour
    Cherry Creek Mortgage

    After witnessing firsthand what my strategies have done to help other loan officers grow their business, I wanted to make my program affordable to all loan officers who are serious about building relationships with agents.

    After all, if you're like most other loan officers, you're going to be investing a lot of time & energy into your marketing efforts. I'd like to help you make the most of your efforts and generate the biggest return you can by helping you produce the best possible marketing strategy and steer clear of the most frequent mistakes that'll cost you more than money - it'll cost you relationships.

    This program is worth every penny. Go find out for yourself. It's now going to be a mandatory program for all my staff.

    J.D. Bristor
    American Mortgage Specialist


    By ordering my program online today, you save me significant marketing costs and is why I can give you this one-time offer.

    When You Order Online Today it's only $197

    That's just $197. Think about it for a moment. That's less than what you'd pay for an appraisal, which loan officers give away as incentives to clients all the time. It's a smidgeon of what you'll earn in your next commission and a lot less than paying for private consulting.

    Oh, and remember you'll get the $491 in extra bonuses because you ordered online today. That's almost three times as much as you'll invest for the entire program.

    And if that's not enough, let me give you total peace of mind. I believe wholeheartedly in my program, so much so, that it comes with an unprecedented 365-day guarantee. How many authors and trainers do you know who stand behind their product like this? That's how confident I am with the impact of this program.

    Ironclad 365-Day Guarantee

    Here’s the deal. I want you take the Become an Agent Magnet Program and read through the companion workbook, listen to the audio CD's, and access the VIP Client area to view the bonus worksheets...take notes...prepare your marketing strategy...and implement it one step at a time.

    Then, if anytime in the next 365 days you don’t honestly believe that your modest $197 investment in this one-of-a-kind program has been worthwhile...and that the Become an Agent Magnet Program hasn't helped you create a marketing strategy and materials that are a hundred times better than what you would have done on your own...just send the program back to me for a hassle-free refund of the entire purchase price(less S&H).


    What could be more fair?

    Although, I can't guarantee the type of results you'll achieve with this program since I don't know anything about you, or your business, and I have no idea how well you'll study the lessons that I teach in Become an Agent Magnet, what I can tell you is this: Become an Agent Magnet will help you create more effective and powerful marketing. Just like it will help you steer clear of the most critical mistakes that cause many loan officers to flat out bomb.

    Click to Order


    Start Today! Learn How to Attract Agents, Increase Originations and Take Your Business to the Next Level

    Remember, your satisfaction with Become an Agent Magnet is guaranteed...or your money back. There's absolutely no way you can lose by ordering now … and countless ways you could profit.

    Here's a quick run-down of everything you'll get:
    • Instant Online Access to the Agent Magnet workbook (in pdf format)

    • A spiral-bound, hard copy of the Agent Magnet workbook

    • A professionally recorded 4-disc audio set of my live seminar - Become an Agent Magnet

    • Bonus #1 - Production Planning Workbook

    • Bonus #2 - A Dozen Handy Worksheets to help you complete the exercises

    • Bonus #3 - 15 Promotional Letters (in MS Word format) that you can download and print

    • That includes over $491.00 in bonuses and free Priority shipping, whether its a domestic or international order, if you get it right now online.

      So...reach into your wallet...grab your credit card...and click the "Click to Order" button and get the program right now. You'll be glad you did!

      Successfully Yours,



      Jeffrey Nelson
      Author & Coach



      Yes Jeff, I'm Ready! I want to increase my production, master the principles of marketing, and design a strategy that will help my business for years to come.

      $197 - Become an Agent Magnet Program

      Plus, get instant access and bonuses worth $491.00!


      Visa, M/C, AMEX & Discover Card

      P.S. Your investment in my proven marketing program, Become an Agent Magnet, is backed by my 365-day, no-hassle, money-back guarantee.

      Use the program and free bonus gifts to ramp up the pulling power of your marketing. Then, if you aren't convinced this program helps you magnetize agents or avoid costly, critical marketing mistakes, just send it back for a complete refund.


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