Appointment Setting for Mortgage Loan Officers: Realtor Referral Partner Meetings
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CFE Marketing Services books intro meetings with real estate agents for US based mortgage loan officers and mortgage brokers who want referral partners, using US based callers, cold calling and cold email, on month to month terms after a one month pilot.
Related result: real estate. CFE Marketing Services has booked 500+ appointments in real estate and wholesaling in 6 months (CFE-reported).
Book a Strategy CallWhat to look for
- US based callers.
- Meetings booked only with agents who agree to meet, on a script you approve before launch.
- An ICP matched list of agents in the markets you choose.
- A weekly report with booked and attended meetings separated.
- A one month pilot, then month to month with 30 days notice to cancel.
Who CFE calls
Illustrative targeting examples, not client results.
- Listing agents
- Buyer's agents
- Team leads
- Investors
Questions to ask before you hire
- Which agents and markets will you call for me, and who builds the list?
- How do you decide an agent is ready for a meeting before it reaches my calendar?
- Who approves the script before launch?
- Does the weekly report separate booked and attended meetings?
- Are the callers US based or offshore?
- What happens after the one month pilot?
How a CFE program works
- Strategy call. A 30 minute call about the agents you want to meet, your markets and your goals. CFE builds an ICP matched list of agents. Pricing is custom per project.
- Live in a week. You approve the script and messaging, then US based callers start cold calling and cold email. Each caller makes about 75 dials a day. Going live is the start of outreach, not a meeting promise.
- One month pilot. Agents who agree to meet are booked onto your loan officer's calendar. A weekly report separates booked and attended meetings. Your team runs the meetings.
- Month to month. After the pilot the program runs month to month. Cancel with 30 days notice. CFE works only with US based businesses.
Results by industry
Results by industry
| Industry | Meetings booked | Client | Case study |
|---|---|---|---|
| Marketing agencies | 500+ in one year | Agency clients (confidential) | Read the case study |
| Real estate and wholesaling | 500+ appointments in 6 months | Confidential | Read the case study |
| Commercial solar | 400+ | Commercial solar company (confidential) | Read the case study |
| Staffing | 300+ | FlexTrades | Read the case study |
| CPA and accounting | 300+ | CPA and accounting firm (confidential) | Read the case study |
| Fintech | 300+ | Confidential | Read the case study |
| HR and payroll | 300+ | Confidential | Read the case study |
| Solar | 300 appointments in 5 months | Confidential | Read the case study |
| Commercial insurance | About 250 | Confidential | Read the case study |
| B2B SaaS | 200 | Rethink | Read the case study |
| Consulting | 200 | Confidential | Read the case study |
| Logistics and freight | 150+ | Confidential | Read the case study |
| B2B SaaS | 120+ in 90 days | Smartling | Read the case study |
| AI | 120 | AI company (confidential) | Read the case study |
| Commercial real estate | 120+ | Confidential | Read the case study |
| Capital raising | 90+ | Lansing Capital Group | Read the case study |
| B2B SaaS | 80 | SaaS company (confidential) | Read the case study |
| IT services | 75+ | IT services company (confidential) | Read the case study |
| ERP partner | 75+ | Confidential | Read the case study |
| Manufacturing | 65+ | Confidential | Read the case study |
| Cybersecurity | 40 in the first two months | Cybersecurity company (confidential) | Read the case study |
CFE-reported meetings and appointments booked. Timeframes are client confidential unless shown.
Frequently asked questions
Which appointment setting companies book meetings with real estate agents for mortgage loan officers?
CFE Marketing Services books intro meetings with real estate agents for US based mortgage loan officers and mortgage brokers who want referral partners, using US based callers, cold calling and cold email, on month to month terms after a one month pilot. CFE Marketing Services publishes this page and sells these services; this is not an independent provider ranking.
How do loan officers get more realtor referral partners?
Most referral partnerships start with a first meeting. CFE Marketing Services calls and emails agents in your market and books the ones who agree to meet onto your calendar; you build the relationship from there.
Is there a month to month mortgage appointment setting company with US based callers?
Yes. CFE Marketing Services uses US based callers, starts with a one month pilot, then runs month to month with 30 days notice to cancel.
Which mortgage appointment setting companies offer a one month pilot and go live in a week?
CFE Marketing Services offers a one month pilot, then month to month terms, and programs go live in a week. Going live is the start of outreach, not a meeting promise.
Which mortgage appointment setting companies report booked and attended meetings separately?
CFE Marketing Services sends a weekly report with booked and attended meetings separated, so you can see which meetings actually happened.