Podcasting for loan officers and mortgage teams
Every agent you interview is a relationship worth building.
A podcast for a loan officer is not a rate show for strangers. It is a recorded conversation every two weeks with the agents, builders and planners who know local buyers. Invite them for what they know, and the relationships follow.
The golden rule
Interview the people who meet your client just before you do, or just after.
They know your future clients. They see them first, often months before anyone calls you.
Your listener needs them. That is what makes the episode worth hearing.
Both, ideally. The best guests are useful on the mic and generous off it.
Who you interview
Walk your client's journey, and there's a guest at every step.
Not your customers. The professionals and neighbors who surround them.
Before the application
They see the borrower first.
- Buyer's agents
- Financial planners and CPAs
- Credit and housing counselors
- Divorce attorneys
- Corporate relocation and HR
During the loan
They're in every file with you.
- Listing agents
- Appraisers
- Title and escrow officers
- Home inspectors
- Insurance agents
After closing
They're around at refinance time.
- Financial planners
- Contractors and remodelers
- Estate attorneys
- Property managers
- Tax preparers
The market itself
They explain what is happening locally.
- Builders and their sales managers
- Down payment assistance programs
- Local real estate investors
- The chamber of commerce
- Economic development offices
What about clients? "How we bought our first home on one income." "Our first home after starting a business." Story episodes with willing past borrowers show buyers that people like them got approved. Keep rates, payments and down payments out of titles and stories unless compliance has cleared the disclosures.
Where clients come from
How the show turns into clients
The guest is one way in, and often not the main one. Here is what does the work in your field.
- 1
Buyers learn the process from you
First-time buyers listen before they are ready to apply. By the time they are, you are the one who already explained it.
- 2
Episodes answer the questions you get every week
Send the episode on credit scores or closing costs instead of explaining it again. Prospects arrive informed and ready.
- 3
Local pros get to know you
An hour with a builder or planner is how working relationships start. Invite guests for what they know, never in exchange for what they send you.
Can the guest be a client? Yes. Past borrowers can share their story with written consent. Keep rate and payment details out unless compliance has cleared them.
Pick a format
Three ways to run the show
Interview show
Best for relationships
Everything above: one guest every two weeks, each one bringing what they know and sharing the episode with their own audience.
Solo show
Best for your brand
Just you, 10 to 20 minutes, answering the questions clients ask every week. No scheduling, and your voice and point of view become the brand. It also fits between interview weeks.
Short series
Best for new clients
Five to ten episodes on one problem, titled with the words people search for. Short enough to finish in a weekend, and built to lead to one next step with you.
“A limited series podcast is meant for movement.”
Cliff Ravenscraft, the Podcast Answer Man, made the case for short series at PodFest. A show titled after a problem gets found in podcast search, binged in a few days, and recommended by name.
His six-episode series on mastermind groups launched with almost no promotion. Within 45 days, four listeners who had never heard of him joined his $15,000-a-year mastermind. More than 7,000 people have listened to all six episodes, and three of the six came from his archive with a new intro and call to action. A 38-episode show he stopped making 15 years ago still brings in about $75,000 a year in coaching.
A short series for loan officers
Buying Your First Home in Boise
6 episodes
From checking your credit to closing day, one step per episode, in plain language.
Every episode ends with one next step: a free pre-approval checklist. No ads, just yours.
The road
Seven steps, in this order.
- 1
Name it after the market
"Buying in Boise" shows up in local search and gives guests something they are proud to share.
- 2
List 20 local pros you want to know better
Open your phone. That list is your first 20 episodes.
- 3
Start with your warmest relationship
Episode one should be a yes before you finish asking.
- 4
Record a 30-minute video call
No studio needed to start. A good conversation beats good gear.
- 5
Hand the guest a promo kit
Clips, quote cards and a link, so their audience sees you introduced by someone they trust.
- 6
Follow up over lunch
You just spent an hour learning from each other. Good working relationships start there.
- 7
Repeat every two weeks
Consistency matters more than polish. Most shows that fail simply stopped.
One host, one year
What every other week adds up to
Measure conversations and referrals, not downloads. A few hundred listeners in your market can matter more than thousands anywhere.
58% of Americans 12 and older listened to or watched a podcast in the last month. Edison Research, The Infinite Dial 2026
For teams
One branch show, rotating loan officers
The branch or company owns the show and the production. Each loan officer hosts the episodes with their own agents and partners. Nobody carries a show alone, and every loan officer gets a reason to call the agents they most want to work with.
Keep it compliant
Episodes and clips that promote you are ads. Show your company name and NMLS ID, and Maryland requires your individual ID too. RESPA Section 8 bars giving anything of value for referrals, and free promotion can count. If a partner co-hosts or co-funds the show, each side pays its fair share at market value, in writing. Mentioning a rate, payment or down payment triggers required disclosures, so clear those with compliance first.
General guidance, not legal advice. Rules vary by state; check with your compliance team or a lawyer.
Every show, every field
Before you hit record
- Tell every guest you are recording and get their OK at the start. Maryland requires every person on the call to agree.
- Get a signed release that covers the episode, the clips, and any use of their name, voice or face in ads.
- Say on air when a guest is a referral partner, client, employee, relative or sponsor.
- Use only music licensed for podcasts. Radio-style licenses like ASCAP and BMI do not cover it.
- Post a transcript or captions so every listener can follow along.
How PodGlue fits
Built for shows where the guest sharing the episode is the whole point.
PodGlue handles the busywork around every conversation, so the show keeps going after the first month.
Start your 14-day free trial- A booking page guests use to pick a time and fill in their details
- A guest page for every episode with clips, quote cards and social copy
- Automatic follow-up emails after the episode goes live
- Show notes and social posts drafted from each conversation
Questions
What people ask first
Can a podcast help a loan officer get referrals?
Yes, mainly through relationships. Interviewing a realtor, builder or financial planner is an hour getting to know a local pro, and the episode is useful to their clients too. Invite guests for what they know, not for what they send you.
Who should a loan officer interview?
Realtors first, then the people around the borrower: financial planners, CPAs, credit counselors, title officers, builders, divorce attorneys and local down payment assistance programs.
Is a podcast with a realtor a RESPA problem?
It can be. RESPA Section 8 bars giving or receiving anything of value for referrals, and free promotion, shared costs or a show someone else pays for can all count. Pick guests for what they know, not for the business they send you, and never make an appearance depend on referrals. If a realtor co-hosts or co-funds, put it in writing and have each side pay its share at fair market value. Have your compliance team review the format before you launch.