About this episode

Dustin Owen and Dave Savage discuss essential strategies for loan officers to succeed in the evolving mortgage landscape.

In this special episode of the Loan Officer Podcast, host Dustin Owen is joined by Dave Savage, the founder of Mortgage Coach, for an in-depth conversation packed with valuable insights. Drawing from over 600 episodes and decades of combined industry experience, Dustin and Dave share the most important lessons they have learned throughout their careers. They take a close look at the evolving loan officer playbook for 2026, offering listeners a comprehensive overview of what it takes to succeed in a rapidly changing mortgage landscape. The discussion covers a wide range of practical strategies, including effective lead generation techniques, building and maintaining strong referral partner networks, and making the most of emerging AI tools to streamline processes and enhance client experiences. Dustin provides a detailed breakdown of actionable steps that both new and seasoned originators can implement immediately to improve their business. He also recommends a selection of essential books that every loan officer should read to stay ahead of industry trends and sharpen their skills. In addition, Dustin and Dave highlight a variety of coaching resources designed to support ongoing…

People in this episode

Host: Dustin Owen

Guest: Dave Savage

Topics covered

• loan officer strategies
• mortgage industry insights
• lead generation
• AI tools
• professional development

Keywords

• loan officer
• mortgage
• lead generation
• AI tools
• professional growth
• referral networks
• industry trends

Mentioned in this episode

Organizations: Mortgage Coach

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• The Greatest Insights and Predictions for Mortgage Pros in Mid 2026 | Ep. 643 · July 13, 2026 · 36 min
• The Greatest Mortgage Originator Stories That Turn Challenges Into Homeownership Wins | Ep. 642 · July 9, 2026 · 38 min
• How To Choose the Right Realtor and Mortgage Professional Before Buying a Home? | Ep. 32 · July 3, 2026 · 17 min

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