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.
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:
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. 🎉
Now you have a structured system for tracking and nurturing relationships with mortgage lenders—no more lost connections or forgotten follow-ups!
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.
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.
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.
To make sure Referral Radar data flows into Agency Zoom automatically, follow these steps:
1️⃣ Set Up a Webhook in Zapier
2️⃣ Set up your webhook in Referral Radar
3️⃣ Finish your 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!
With high-quality mortgage lenders now in your Agency Zoom pipeline, it’s time to start working your process and turn connections into referrals.
🔹 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.
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!