Listing Presentations for Lenders & Loan Officers
Lenders who want agents and borrowers to see them as the local authority.
What changes
For loan officers, the listing-presentation structure is the template for winning agent partnerships: research the agent, send value ahead, present a concrete partnership plan (co-marketing, service standards, communication), and ask for the business plainly. Most lenders just ask for coffee; you'll arrive with a pitch.
Rate quotes are a commodity and every borrower can get five in an hour. Your real business runs on trust: borrowers who choose you before shopping, and agents who send you clients because you make them look good. Neither shows up without visibility you control.
The AI system that does 40 hours of marketing in one afternoon. Free, live, 90 minutes.
Why lenders & loan officers work with Krista Mashore Coaching
KMC has coached lenders alongside agents from the start (the Community Market Leader® movement was always 'agents and lenders'), so the playbooks come pre-translated to the financing seat: borrower education, agent partnerships, and authority marketing that compliance can live with.
The KMC presentation is the closing scene of win-before-you-arrive: positioning materials and personal video sent ahead, then a marketing-first pitch, the plan for exposing their property, instead of the comps-and-credentials slideshow every other agent brings. See the full picture on the Listing Presentations overview.
The listing presentations playbook, adapted for lenders & loan officers
For a lender, the adaptation is the partner presentation: a one-pager on how you protect their deals and their reputation, proof of performance, and a specific co-marketing offer, delivered with the same pre-meeting positioning agents use on sellers.
The spine of the system stays the same:
- Pre-frame: video and materials arrive before you do.
- Diagnose: the seller talks first; their goals shape your emphasis.
- Present the plan: how their home gets exposed, with proof you've done it.
- Price honestly and close plainly: authority earned makes both possible.
The coaching does the sequencing and the reviews. You do the implementation, with daily accountability so it actually happens.
Who this is for, and your next step
This is for loan officers building a recognizable local brand, not for order-takers waiting on the next refi wave.
The natural home for this work is KMC Mastery. To see how it applies to your specific business, start with the free AI webinar.free AI webinar.
Related: Listing Presentations for Listing Agents · Listing Presentations overview
Frequently asked questions
How does Listing Presentations apply to lenders & loan officers specifically?
For a lender, the adaptation is the partner presentation: a one-pager on how you protect their deals and their reputation, proof of performance, and a specific co-marketing offer, delivered with the same pre-meeting positioning agents use on sellers.
Where is this taught inside KMC?
Inside KMC Mastery, with live coaching, daily accountability, and the rest of the KMC system around it. The free AI webinar is the fastest way to see the approach before joining anything.
Be known before you're needed.