The Mason Group - NMLS #304390

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The Mason Group - NMLS #304390 Helping Home Buyers become Home OWNERS

09/16/2026

Lead generation activities for loan officers lead to conversations and conversations lead to opportunities to help people with their home financing.

So what counts as a lead generation activity? What really moves the needle?

I'll start with what it's not for me:

A written text message.
An email.
A social media DM.
Posting a Reel.

Are all of these good things? Yes. I'm posting a reel right now. lol. These are what I call farming activities, planting seeds. They make the face to face and voice to voice activities warmer. But you still need to be voice to voice and face to face to get to a conversation.

What moves the needle for me are:

Voice to voice activities: phone calls and video texts
Face to Face activities: In person or on zoom, 1 to many or 1 to 1
Handwritten notes

These are not the only ones I do, but they are the only ones that count on my Win the Day tracking.

The lead generation activity is the invitation. A conversation is the goal. Because conversations are how we build relationships and truly help people through one of the biggest decisions of their life.

If you want my weekly tracking sheet, just comment below. I'm happy to share it.

The best part of this job? Helping people find the loan that actually makes sense for them. ❤️Every borrower’s situation...
09/15/2026

The best part of this job? Helping people find the loan that actually makes sense for them. ❤️

Every borrower’s situation is different, which is why taking the time to understand your goals and explore the right home loan options matters.

09/14/2026

What if you don’t actually have a time problem… you have an ENERGY problem? 😴

Loan officers and real estate agents are constantly told to manage their time, stay productive, and maximize every hour of the day. But before you decide what activities you need to accomplish, you need to look at your capacity to actually show up for them.

For me, winning the day comes down to three things:
1️⃣ Manage your capacity
2️⃣ Know your target
3️⃣ Keep score

Because meaningful conversations with clients require energy. Building trust requires energy. Creating genuine connections that lead to referrals requires energy.

And when you’re running on empty, it’s hard to show up as the best version of yourself, no matter how perfectly you’ve planned your calendar.

So maybe the question isn’t, “How do I find more time?” Maybe it’s, “How do I manage my energy better?”

What helps YOU manage your energy throughout the workday? Drop your best strategies in the comments. 👇

09/10/2026

Loan officers, I'm going to walk you through how to reverse-engineer your income goal.

How much do you want to make for gross income, before expenses?
Gross income: $150000
What is your average income per loan?
Average income: $3,000

If your average income per loan is $3k and you want to make 100k,
# of closings per year: 50

How many referrals you need for one closing?
Referrals to Closings Ratio: (4 to 1)
If you want to close 50 loans and four referrals creates one closing, how many referrals does you need: 200

Total referrals 200 divided by 52 = 4 referrals per week goal

how many lead generation activities does it take for you to get one referral?
Lead gen activity (F2F & V2V) to Referral Ratio: (10 to 1)

If it takes approximately 10 meaningful lead-generation activities to create a referral, and you need 200 referrals,
Lead gen activities for the year: 2000

Total lead activities 2000 divided by 52 = 39 Weekly Win the Day formula

Now decide: What lead gen activities move the needle for you?
When will you complete those activities weekly? Put it on the calendar and track it.

When you decide ahead of time what you will do each day, you free your brain up for creative problem solving and decision making. You increase your brain's capacity and you show up better for your clients.

It's going to be different for everyone because we all have different businesses. What was your number for winning the week? Put it in the comments below.

Soaking up the last days of summer with dinner in Downtown Poulsbo last week! 🫶🇳🇴
09/05/2026

Soaking up the last days of summer with dinner in Downtown Poulsbo last week! 🫶🇳🇴

This is exactly what we hope every client feels when they work with us. 🤍Home financing isn’t always straightforward, an...
09/02/2026

This is exactly what we hope every client feels when they work with us. 🤍

Home financing isn’t always straightforward, and sometimes getting to the right solution takes experience, creativity, and a team that’s willing to dig a little deeper.

We’re incredibly grateful for the trust our clients place in us and for the opportunity to help turn big goals into real-life keys.

08/31/2026

If you’re a loan officer trying to grow your mortgage business, it’s easy to look around at social media and think, I need to be posting more.

But what if you actually need more relationships, not more content?

One loan officer I worked with wanted to grow her business, but she genuinely valued real connection. So instead of creating more videos, we built a relationship strategy around 20 local real estate agents she genuinely wanted to know and work with.

She started showing up consistently. Commenting on their posts. Inviting them to coffee. Offering valuable education. Sending handwritten notes. Having real conversations. Learning how they do business and how she could actually support them.

She wasn’t trying to get a referral tomorrow. She was building trust.

And over time, those relationships turned into referrals. So many referrals that she became incredibly busy.

The loan officers who are growing in this market aren’t necessarily the loudest ones on social media.

They’re the ones who add value, build genuine relationships, stay consistent, and show up.

Social media can absolutely be part of your mortgage marketing strategy. But it should never replace the relationships that actually build a referral-based business.

If you’re a loan officer, mortgage broker, or mortgage lender trying to grow your business, ask yourself: Am I creating content because it’s strategic, or because I feel like I’m supposed to?

Address

19089 Jensen Way NE
Poulsbo, WA
98370

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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