Mortgage Marketing Radio

Stop Cold Calling Agents. Teach a Class, Get Referrals

September 9, 2026·31 min
Episode Description from the Publisher

Want more Realtor referrals without spending your week cold calling agents? In this episode, longtime client Glenda White joins the Agent Referral Xcelerator cohort to break down how she uses educational agent classes to create appointments, build trust with real estate agents, and turn those relationships into mortgage referral opportunities. Glenda shares the process she uses after teaching a Google Business Profile class for real estate agents, including how she gets agents to book 15-minute audits, asks for reviews, follows up for six weeks, and creates a natural opportunity to ask for the agent’s next buyer. You’ll hear: Why teaching agent classes gives loan officers a better reason to start conversations with Realtors How Glenda turns a class into booked one-on-one appointments The 15-minute audit process she uses after class How she follows up for six weeks without sounding like a cold caller How and when she asks agents for the business Why some of her best referral relationships started with agents she might not have targeted otherwise If you’re a loan officer, mortgage broker, branch manager, or mortgage professional looking for a better way to build Realtor relationships, this episode gives you a practical look at how agent classes can become part of your mortgage marketing strategy. Want to start teaching agent classes? Get my free 5-day email course, The Agent Class Method, and learn how to use educational classes to get in front of real estate agents, create meaningful follow-up conversations, and develop more referral opportunities. Get it free at: https://myagentclasses.com/email-course

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