How to Use Referral Radar with AZ to Get More Mortgage Lender Meetings

Building strong relationships with mortgage lenders can be a game-changer for insurance agents. The right lender referrals mean consistent business and high-quality leads. But how do you find the right lenders, track your outreach, and convert connections into referrals?

That’s where Referral Radar + Agency Zoom come in.

By combining Referral Radar’s real-time lender data with Agency Zoom’s automation and pipeline management, you can create a structured, repeatable process for building relationships with high-producing mortgage lenders.

Follow this step-by-step guide to start filling your pipeline with lenders who actually send referrals.

Step 1: Set Up Your Mortgage Lender Referral Pipeline in Agency Zoom

Before you start reaching out to lenders, you need a clear system for tracking your progress. In Agency Zoom, we’ll create a Mortgage Lender Referral Pipeline with five key stages:

Mortgage Lender Referral Pipeline Stages:

1️⃣ Cold Lead – Lenders we want to connect with but haven’t yet.
2️⃣ Connected on Social Media – Lenders we’ve connected with on LinkedIn, Facebook, or other platforms.
3️⃣ Invited to Meet – Lenders we’ve invited to a networking event, coffee, or meeting.
4️⃣ Met With – Lenders we’ve spoken with. We should be following up every few weeks to check for referral opportunities.
5️⃣ Receiving Referrals – Lenders who actively send us business. 🎉

How to Set Up the Pipeline in Agency Zoom:

1. Log into Agency Zoom and go to Pipelines under Settings.
2. Click Create New Pipeline and name it Mortgage Lender Referrals.
3. Add the five stages listed above.
4. Save your pipeline.

Now you have a structured system for tracking and nurturing relationships with mortgage lenders—no more lost connections or forgotten follow-ups!

Step 2: Use Referral Radar to Find Ideal Mortgage Lenders

Now that your pipeline is set up, it’s time to find the right lenders to fill it with. Not all lenders are worth your time—Referral Radar makes it easy to identify the high-volume, high-quality lenders who are actively closing loans.

How to Find the Right Lenders in Referral Radar:

1️⃣ Sort by Volume – Focus on lenders closing at least 30 loans per year—these are the ones consistently doing business.
2️⃣ Filter by Location – Target lenders in your market to maximize local referral opportunities.
3️⃣ Loan Types Matter – Use Referral Radar to find lenders specializing in conventional, FHA, VA, jumbo, or other loan types that align with your ideal clients.
4️⃣ Check for Referral Patterns – See which lenders work frequently with top-producing realtors—a sign they’re well-connected and likely to send referrals.
5️⃣ Favorite Lenders – Click Favorite on ideal mortgage lenders so you can easily track and sync them to your CRM.

Step 3: Sync Referral Radar Leads to Agency Zoom

Once you’ve identified lenders worth connecting with, the next step is to send them into your Agency Zoom pipeline so you can start working them through the process.

How to Sync Lenders to Agency Zoom:

1. In Referral Radar, select a lender you want to add to your pipeline.
2. Click the 1-Click CRM Sync button.
3. The lender’s details will be automatically pushed into Agency Zoom under your Mortgage Lender Referral Pipeline.

Setting Up Webhooks & Zapier for Automated Syncing

To make sure Referral Radar data flows into Agency Zoom automatically, follow these steps:

1️⃣ Set Up a Webhook in Zapier

• Go to Zapier > Create > Zaps and set your trigger as 'Webhook" and set your triggering event as Catch Hook. Click continue until Zapier give you a URL that looks like this;
  
  https://hooks.zapier.com/hooks/catch/12345/2qyxqge/
  
  
• Copy the webhook URL to use in Referral Radar..

2️⃣ Set up your webhook in Referral Radar

• Login to Referral Radar
• Click the menu in the top right corner > user info
• Paste your URL from Zapier in the 'CRM Push URL' field
• Go to any lender or real estate agent profile and click 'CRM Push' This will be located to the right of their name. This will send that lenders data to your webhook automatically. 

3️⃣ Finish your Zap

• On the trigger step of your Zap, click "Test Trigger." This should bring in the data you just submitted.
• Add an action step with Agency Zoom to your Zap
• Map the fields and select your pipeline.
• Turn on the zap.

Now, every time you favorite a lender in Referral Radar, they’ll automatically be added to your Agency Zoom Mortgage Lender Referral Pipeline!

More of a visual learner? Here is a step by step guide! 

View the guide

Step 4: Work Your Pipeline & Book More Meetings

With high-quality mortgage lenders now in your Agency Zoom pipeline, it’s time to start working your process and turn connections into referrals.

How to Work the Pipeline:

🔹 Cold Lead Stage – Start with social media outreach (LinkedIn, Facebook, Instagram). Send a connection request or comment on their posts. Once connected, move them to the next stage.

🔹 Connected on Social Media Stage – Now that they know who you are, send a direct message introducing yourself and inviting them to a networking event, coffee meeting, or virtual chat. Once they agree, move them to Invited to Meet.

🔹 Invited to Meet Stage – Meet with them in person or virtually. Discuss how a strong lender-agent relationship benefits both of you. Follow up strategically after the meeting, and move them to “Met With” once the meeting happens.

🔹 Met With Stage – This is where the real work begins. Set reminders in Agency Zoom to follow up every 2-3 weeks, checking in to see if they have any buyers needing homeowners insurance. Keep building rapport until they send their first referral.

🔹 Receiving Referrals Stage – You’ve won the relationship! 🎉 Keep nurturing these lenders with monthly follow-ups and value-driven content (market updates, insurance tips, co-branded resources, etc.) to keep referrals coming.

Final Thoughts: Build Smarter Lender Relationships with Referral Radar + Agency Zoom

By using Referral Radar to identify high-value lenders and Agency Zoom to track and nurture them, you’ll create a repeatable, scalable process for turning mortgage lenders into consistent referral partners.

✅ No more wasted time on lenders who don’t close enough deals.
✅ No more lost contacts or forgotten follow-ups.
✅ Just a smart, strategic system for growing your referral network.

🚀 Start using Referral Radar + Agency Zoom today and get more lender meetings on your calendar!