The Secret to Growing Your Mortgage Business: Choosing the Right Closing Attorney or Escrow Officer

Welcome to Day 10 of The Mortgage Jumpstart! We hope you’re loving this journey so far. Today, we’re diving into something super important for your success—choosing the right closing attorney or escrow officer and why it can skyrocket your business!

Why Do You Need a Closing Attorney or Escrow Officer?

As a mortgage originator, you need great partners to help make sure every deal closes smoothly. A real estate attorney or escrow officer is one of the most important partners you can have.

Here’s the best part: you can send them a lot of business! In fact, mortgage originators refer to attorneys way more than attorneys refer back. But that doesn’t mean they aren’t valuable partners—they can open doors to HUGE opportunities.

How Do They Help You?

A great attorney or escrow officer can make you look like a superstar by making sure everything is handled quickly and professionally. But that’s not all!

✅ They know top real estate agents. They can introduce you to the best ones in your area.
✅ They connect with financial advisors, estate attorneys, and divorce attorneys. These professionals often have clients who need mortgages!
✅ They help you stand out. When you work with a solid closing partner, your reputation for smooth deals will grow—and that means more referrals.

Finding the Right Attorney or Escrow Officer

Here’s how to find the perfect partner:

1️⃣ Get a list of approved attorneys or escrow officers from your company.
2️⃣ Pick a few that work in the area where you’ll close most of your loans.
3️⃣ Call and email them to set up a quick coffee meeting.

Most attorneys don’t get prospecting calls from mortgage originators, so when you reach out, they’ll likely say yes. If they don’t, that’s a sign they might not be a great partner.

What to Ask at the Meeting

Once you meet up, here are 4 must-ask questions:

1️⃣ Do you specialize in real estate? You don’t want an attorney who’s busy with trials when you need help with a time-sensitive deal.
2️⃣ Do you know a lot of Realtors? A great attorney can introduce you to agents who send consistent referrals.
3️⃣ Do you work with financial advisors or estate attorneys? These professionals often have clients who need mortgages.
4️⃣ What makes you a great partner? Let them tell you why they’d be a good fit!

How to Impress Them

Once you ask your questions, it’s time to show what YOU bring to the table.

✅ Share your business plan. Let them see that you have a clear vision and big goals.
✅ Explain your ideal client. This helps them know exactly who to refer to you.
✅ Talk about your process. If you’re a Core7 Referral System member, you have an exclusive package that makes the home-buying process smooth and stress-free.

The Truth About Attorney Referrals

Here’s something important to remember:

🔹 Attorneys and escrow officers rarely send mortgage referrals.
🔹 Why? Because they usually meet the client after the mortgage process has started.

BUT—they can introduce you to real estate agents who send LOTS of mortgage business your way. So, even if they don’t refer direct clients, the relationships they help build can be worth way more in the long run.

Final Thoughts

Finding the right closing attorney or escrow officer can change the game for your mortgage business.

✔️ Take action today. Make those calls. Set up meetings. Build relationships.
✔️ Use your Core7 tools. They add major value and help you stand out.
✔️ Think big. These partnerships can lead to massive growth for your business.