What’s Next for Loan Officers and Real Estate Agents? A Real Talk Career Check-In
Feeling Stuck in Real Estate or Lending? You’re Not Alone.
If you're a real estate agent or loan officer who's been feeling unsettled, burned out, or simply curious about what's next… this is your sign to lean in and listen.
Over the years, I’ve had the opportunity to work with thousands of professionals in this industry—from brand-new loan officers still learning the ropes to nationally ranked top producers. And no matter how experienced or successful someone may be, one truth always comes up:
❝ This business is ever-changing, and so are we. ❞
Whether you're in real estate or lending, one thing is clear: what worked five years ago doesn’t always work today. The models are shifting, tech is evolving, and many are quietly questioning if they’re in the right place.
The Conversations Some are avoiding (But Should Be Talking out)
Since stepping out of underwriting and returning to origination, I’ve been reconnecting with dozens of colleagues—people I’ve known for years and others I’ve just met as I was going to UWM, preparing for the Safe Act and realizing all of the things I didn’t know about as far as how to be helpful to customers.
These conversations have been real, raw, and revealing.
Here’s what keeps coming up:
“I’ve been in retail forever. Is it too late to switch to broker?”
“I love the business, but I hate my CRM/system.”
“I’m making money, but I’m working too hard for it.”
“I still haven’t started posting consistently in social media and now I have to learn new AI skills as well?”
“I want more support—or more freedom. Or both.”
“Is going to being a broker really that much better for my customers?”
Some professionals are content where they are. Others are thriving. But many, quietly, are searching for something better… even if they’re not sure what “better” looks like yet. In 2023 I can promise you I had no idea what the answers were or what “better” even meant to me anymore.
There’s No One Right Path—Just the Right One for YOU
What I’ve learned is that success in this industry looks different for everyone. Some love the fast-paced team vibe of retail. Others want the flexibility and control of the broker world. Some need better tools. Others need better people. Some of my friends in real estate were exhausted after 2020 and 2021. They worked massive hours, never had a break, and now, while they do want to stay in the beginning stages of originating loans, they would prefer to be silent and in the background for a while. A sabbatical, a time to refresh? A career change while being able to refer business, still make commissions, and trust your customers will be taken care of, and you can check in on them whenever you want.
The key is knowing:
✅ What you love
✅ What drains your energy
✅ What kind of support actually helps you grow
✅ And whether your current setup is aligned with where you want to be
I’ve been exploring these questions myself. And that’s why I’m sharing these stories—because someone out there is probably feeling the same way you are. And they need to hear that there are options.
Let’s Talk About CRMs, Support, and Switching Models
Here’s the truth: your CRM might be holding you back. Your leadership might not be helping. Or maybe you’re just outgrowing your current environment.
I’ve seen:
Agents unlock growth just by switching systems
Loan officers double production after moving to a model that fits their strengths
Real estate professionals reignite their passion with better collaboration and community
Sometimes, a small shift makes a massive difference.
So… What’s Next for You?
Maybe you’re not ready to make a move. Maybe you just need to talk it out. Either way, I’m here.
If you’ve ever thought:
👉 “Should I be doing something different?”
👉 “Is there a better way to run my business?”
👉 “Who can I talk to that gets it?”
Let’s have that conversation.
I’m not here to sell you. I’m here to listen, share what I’ve learned, and help however I can—whether that means introducing you to a better CRM, helping you understand the broker model, or just brainstorming your next steps.
Stay Tuned for Real Stories from Real People
I’m launching a new video series on YouTube called “Next Chapter Real Estate: Stories of Growth & Change” where I’ll be highlighting real stories from agents and loan officers who’ve made bold moves—or are figuring things out in real-time.
🎥 Subscribe here to follow the journey: https://www.youtube.com/playlist?list=PLscCDwfVmUK8scgYLjb0dwQhaB894z8wO
And if you want to chat 1:1, My calender is here to schedule time or text/email me.
Final Thoughts
You’re not alone. This business is too hard—and too important—to go at it feeling frustrated or disconnected.
If you’re looking for clarity, support, or just someone who’s walked the same road… I’m here. Let’s write your next paragraph or chapter—together.
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