How Loan Officers Can Get Referrals Through Listing Agents and Open Houses

If you’re trying to figure out how loan officers can get referrals in today’s crowded mortgage market, it’s time to think beyond just buyer’s agents. One of the most overlooked but powerful ways to build your pipeline is by forming smart partnerships with listing agents using open house lead capture. This strategy not only helps you gather high-intent leads—it positions you as a value-driven lender agents want to work with.

In this guide, we’ll show you how to use Mloflo’s Open House Sign-In Form to get more leads, collaborate with agents, and stand out in your market.

Why Listing Agents Matter in How Loan Officers Can Get Referrals

While buyer’s agents are a common focus, listing agents control property traffic—which means they’re often the first contact for buyers. By helping them capture leads more effectively, you become more than just a lender—you become a partner.

Over 40% of borrowers rely on their agent to recommend a lender, making real estate agent referrals a top influence(Statista). Top producers know the power of these relationships—Homebot and National Mortgage Professionalboth highlight that consistent value exchange is the key to ongoing referrals.

Step-by-Step: Open House Lead Capture Strategy for Loan Officers

Inside your Mloflo account, you can set this strategy up in minutes:

1. Go to Pages & Forms

Click on Pages and Forms to start building your Open House Sign-In.

2. Use the Open House Template

From the template library, choose “Open House Sign-In.” Customize questions such as:

• Name, email, phone number

• “Are you currently working with a realtor?”

• “Are you pre-approved?”

• “Would you like to get pre-approved with one of our preferred lenders?”

3. Create a QR Code or Tablet Display

Use Canva to design a branded sheet with a QR code. Display it at open houses for easy mobile sign-ins.

How Loan Officers Can Get Referrals and Build Trust with Listing Agents

Once someone signs in, the data is pushed directly into your Mloflo pipeline, where you can:

• Tag leads by property (e.g., 123 Main Street)

• Assign the listing agent as the referral source

• Set up auto-notifications to keep agents updated

You can even filter for warm leads (those not yet pre-approved) and start conversations immediately. Then, hand the agent a pre-approved buyer—building instant credibility and future referral potential.

Blend reinforces this: being proactive and communicative sets you apart.

Automating Follow-Ups to Maximize Referral Potential

With Mloflo automation, assign every new contact to a Borrower: Open House Campaign, complete with:

• Personalized email or SMS follow-ups

• Pipeline tags for tracking

• Notifications for agents and internal teams

According to Forbes, email marketing remains one of the most effective tools for closing sales—and now it’s automated right inside your CRM.

And don’t forget video. Oberlo notes that 91% of marketers see video as a top ROI driver. Want your content to rank? Use this YouTube SEO guide by Backlinko.

Final Thoughts on How Loan Officers Can Get Referrals Efficiently

In an age where over 30% of business happens online (Zippia), loan officers must blend digital tools with authentic relationships. Mloflo gives you both.

With Mloflo’s Open House Sign-In, you can:

• Capture buyer leads automatically

• Add value to listing agent partnerships

• Stay top of mind through automation

• Turn every open house into a referral engine

Ready to build your referral network the smart way? Book a demo and get started.