Loan officer tools

Do more with less! These loan officer tools can help you identify your market, educate borrowers, reach referral partners and more.

Tools to use with borrowers

Host your own homebuyer seminar

From financial readiness and credit tips to budgeting and navigating the mortgage process, these resources will help you guide your borrowers every step of the way.

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Consumer calculators

Help more potential borrowers crunch the numbers to see that buying a home is possible.

Try the calculators

First Time Homebuyer education - homebuyers put together a table

Browse the first-time homebuyer library

Help homebuyers understand the process of buying a home and show them you’re an expert they can trust: host an educational homebuyer seminar with our readymade kit.

Browse the library

Readynest

Get ad-free, educational content to share with first-time homebuyers on our consumer site, Readynest. Browse and subscribe for regular updates on the latest shareable stories.

Browse Readynest

Referral partner resources

Readymade referral partner presentations

Position yourself as an expert and make yourself more valuable to real estate agents by hosting workshops on the mortgage process, MI and more.

7 top referral sources for savvy loan officers

Learn how to nurture ties with partners both inside and outside the mortgage industry.

7 unexpected referral sources for loan officers

To gain an edge over the competition, loan officers may need to go beyond traditional referral sources. These 7 unexpected referral sources could help you find a new niche.

Build referral partnerships with 5 proven habits

Discover 5 reliable ways to expand referral networks and bolster borrower leads.

Industry reports

Tap into this collection of research reports and data sources we've compiled on market trends, home prices, inventory levels and homebuyer characteristics – all intended to help loan officers like you anticipate demand, identify market fluctuations and customize solutions to meet your specific clients' homebuying criteria.

Note: Some resources may require a subscription.

National Association of REALTORS® (NAR) Existing-Home Sales by Region

Data on existing-home sales that offer valuable insights into market trends and conditions.

FHFA’s Monthly U.S. House Price Index

Data on home prices for insights into market trends and fluctuations.

Housing Finance at a Glance

Mortgage and housing market data from the Urban Institute with updated figures describing housing credit availability, MI activity and delinquency rates.

Homeownership Program Index Report

Down Payment Resource® offers insights into which DPA programs are available for potential borrowers.

Mortgage Insurance by State

Insights into MI trends across different states, providing valuable information for assessing risk and market conditions.