The recent moves by Rocket and other disruptors aren't just headlines—they're wake-up calls. Just as Uber transformed the taxi industry, we're seeing similar disruption in mortgage lending. But remember: disruption creates opportunity for those willing to adapt. Here are 3 things you can do to adapt to the current state of the industry.

1. Community Marketing

Position yourself as the digital mayor of your area:

  • Visit and highlight local businesses weekly (coffee shops, bakeries, restaurants)

  • Create short videos or posts showcasing what makes your community special

  • Tag businesses in your content to expand your reach to their followers

  • Remember: This isn't about selling—it's about genuine community support

Success Story: One LO received a $2 million loan from the owner of a gym he highlighted in a simple social post. The gym owner had been following his content for months before reaching out.

2. Storytelling

Move beyond transaction announcements (eg. “Closed in 8 days!”) to meaningful narratives:

  • Share client success stories (with permission) that showcase problem-solving

  • Make the client the hero of the story, not yourself

  • Focus on emotional outcomes: "How this single mom stayed in her children's school district despite a difficult divorce"

  • Use before/after scenarios that demonstrate real impact

Implementation Tip: Go through your past transactions and identify 3-5 with compelling stories. Create a content calendar to share these over the next month.

3. News Hacking

Become the trusted translator of complex financial news:

  • Monitor financial headlines daily

  • Create content that explains "what this means for you" in simple terms

  • Address client fears before they call you in panic

  • Position yourself as the calm voice of reason during market volatility

Formula: Discern → Translate → Present

  • Discern: Identify relevant news and separate signal from noise

  • Translate: Convert complex information into client-friendly language

  • Present: Share your insights through your preferred channels

BONUS: Technology Integration

Remember: Human + Machine wins. Neither will succeed in this evolving world alone.

  • Implement AI for consistency and follow-up (check out our guide from Geoff Zimpfer’s More Momentum session here)

  • Use technology for tasks humans are weak at (systematic follow-up, data analysis)

  • Reserve your human touch for relationship-building and complex problem-solving

  • Consider creating a simple post-closing follow-up sequence using AI assistance

We hope this helps you navigate the rest of your year!