Your Untapped Lead Gen Source: Lenders
92% of consumers trust a referral from someone they know. In 2021, 68% of home sellers noted their real estate agent was a direct referral from family or friends.
This is good news for agents as referred customers have a nearly 30% higher conversion rate than typical lead gen sources which historically return a mere 1-3%. Given those statistics, why aren’t we placing more emphasis on building relationships and a network with other professionals who can refer us business on a more regular basis?
Beyond the friend and family connection, there is an untapped lead source that real estate professionals can use to generate leads consistently – lenders. Service professionals such as mortgage brokers and even financial advisors can fill the referral gap as they interact with clients who are navigating real estate investments.
Leverage Your Existing CRM
By leveraging your existing investment in a CRM system, you can keep tabs on building and fostering these relationships to drive new leads. The same features and functionality used to nurture and set up appointments can be replicated with this targeted referral group.
Unlike other offerings, Chime’s CRM platform even takes it a step further and offers a dedicated lender account embedded within the system which is specifically designed to manage these exact partnerships.
Within Chime, agents can collaborate with mortgage brokers and ensure ongoing, active communication with this influential source of leads. The system enables you to share new leads and referrals back and forth with a specific lender or advisor by adding the individual directly to your Chime account.
There’s no limit on the number of lenders you can add, and Chime’s easy-to-use system makes it simple for these professionals to leverage. With many other relevant features and capabilities, Chime makes it easy to build out this source of new referral opportunities.
To learn more about how Chime can help you tap into this underutilized lead source, check out our recent webinar or…
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An ISA (Inside Sales Agent) helps by handling the parts of the business that pull you away from closing — calling new leads, following up with old ones, and setting appointments so you can focus on deals that are ready now.


Chase Whitney is the team lead for First Team Real Estate in Orange Country California. Honest, humble and a genuinely great human, he’s won the respect of many in the real estate industry. If there’s one thing we’ve learned from helping thousands of agents grow their business… it’s this. Everything is downstream from lead generation. […]

