Resources

Article

How to Identify and Win HELOC and Reverse Mortgage Clients

While every loan officer chases the same shrinking pool of purchase buyers, empty nesters are sitting on $19 trillion in equity, and most of them have never been asked what they'd do with it. Baby boomers now own 28% of the nation's large homes, many mortgage-free, yet remain almost entirely overlooked by lenders fixated on rate-and-term refis. The loan officers building durable pipelines aren't waiting for rates to move, they're learning to tell a HELOC candidate from a reverse mortgage candidate and using county-level data to find long-tenure homeowners before anyone else does. The question is whether you're prospecting this market or ignoring it.

Market Update

Loan Officer Job Market Insights: May 2026

An exclusive report on which companies have hired the most loan officers, empowering you to seek out the best new opportunities and navigate the job market with confidence.

Article

How to Give a Market Update That Realtors Actually Find Useful

Realtors don't need another rate sheet, they need a translator. The loan officers becoming true referral partners have stopped leading with basis points and started leading with buyer psychology: what a payment means to a specific family at a specific price point, what two months of local inventory signals about urgency, and which overlooked program turns hesitation into an offer. This piece breaks down why the market update most loan officers deliver is optimized for the wrong audience, and what a genuinely useful one looks like instead.