In this next Lender for Life session, we’re diving into OSI Express — and it’s way more powerful than just creating an open house flyer. Learn four simple strategies that turn OSI into a real referral engine: co-branded buyer resources, social media shortcuts, agent intro packs, and MLS listing triggers that make you the first LO an agent hears from. You’ll walk away with plug-and-play tactics you can use this week to get in front of more agents and more buyers.

The holidays are the ideal time to connect with clients, show appreciation, and stay top-of-mind while setting up a strong start to 2026. Join our Lender for Life session for fresh holiday marketing ideas, ready-to-use templates, and strategies to help you stay visible while others go quiet.

Discover how to turn everyday interactions into warm leads with CardTapp, the personalized digital app that keeps you connected, tracks engagement, and delivers instant value. Learn how top producers use CardTapp’s branded app, lead alerts, and co-branding tools—plus how to get started.

In this session, we recap the 3rd Quarter Sales & Marketing Challenge, announce the $2,000 prize winner, and hear directly from top-performing loan officers about the strategies that drove their success. It’s a chance to celebrate wins, learn what’s working in the field, and gather fresh ideas to apply in your own business.

Client appreciation events are a great way to build loyalty and generate referrals. Join tomorrow’s Lender for Life session to learn how to plan impactful, budget-friendly events, partner with referrals, boost turnout, and follow up effectively—plus hear real success stories from top Loan Officers.

Video is one of the fastest ways to build trust and stand out in today’s market. In this session, we’ll show you how to put BombBomb to work in your business so you can connect more personally, scale more effectively, and build relationships that close more loans.

Understand Yext Listings and Reviews, why responding to Google Reviews matters, how to navigate your Yext Account Dashboard, monitor and respond to Google Reviews, measure your success with analytics, and how to access support in the Yext Platform,

Learn how to get real-time notifications on your favorite real estate agents’ activity, spot agents who are already using Homebot and need a co-sponsor, target top-producing buyer agents in offices where you have relationships, and track upcoming open houses from key brokerages in your market.

Learn how to harness Homebot’s Key Client Lists to build a laser‑focused call list. Stop digging through your CRM like it’s a haystack—find your hottest past clients and top prospects in seconds. Connect at exactly the right moment to close more loans without waiting on agent referrals.