How to Talk About Rates, Build Referral Trust, and Set Up Future Refis – w/ Dan Habib
Feb 18, 2025
How to Talk About Rates, Build Referral Trust, and Set Up Future Refis – w/ Dan Habib
Most mortgage originators today have no idea how the market actually works. If you want to stand out as a confident mortgage advisor, you need to know WHAT is happening in the market, WHY it’s happening, and HOW to use that knowledge to win more deals.
That’s exactly what we’re diving into in this episode with Dan Habib, market expert with MBS Highway and son of mortgage legend Barry Habib.
Dan’s been deep in the trenches, studying the financial markets, tracking economic trends, and working with top producers who never worry about rates—because they already have a plan. If you’ve ever struggled to confidently explain rates, inflation, or the Fed to your clients, this episode will change the way you approach your business.
What you'll learn in this episode:
✅ The #1 skill separating top loan officers from the pack (and how to develop it FAST)
✅ How to use “strike rates” to turn future refis into guaranteed deals today (most LOs completely miss this)
✅ The exact market insights you need to explain to borrowers right now (so they stop hesitating and start locking loans)
➡️ Join The Loan Atlas to get the coaching and training you need to be the trusted expert that clients, Realtors, and financial advisors turn to: https://go.theloanatlas.com/membership
You don't want to miss this interview!