In the latest episode of the Real Estate Daily Magazine Podcast, we had the pleasure of speaking with Tana Goff, a loan officer who has mastered the art of creating a referral pipeline that benefits both her and her agent partners.
Watch the full interview below to learn how Tana’s system works and why it’s so effective.
The Secret to Loan Officer Referrals
Tana’s secret lies in her ability to consistently ask for referrals throughout the loan process—a step that many agents and loan officers often overlook. By doing so, she captures new referrals from the homebuyers she works with, who are often discussing their home-buying journey with friends, family, and colleagues. This creates a constant flow of new business opportunities.
The real advantage? Tana doesn’t just keep these referrals to herself. She sends them back to the agents who originally referred her, creating a powerful cycle of trust and mutual growth. Her proactive approach not only strengthens relationships but also drives new opportunities for her partners.
Tana attributes her success to a coaching program that helped her overcome the fear of asking for referrals, a common challenge among both loan officers and agents. Her story is an inspiring reminder of how courage and strategy can lead to incredible results.
Why This Matters for Real Estate Agents
More Business Opportunities: Tana’s system ensures agents receive additional referrals, helping them grow their client base.
Strengthened Partnerships: By giving back referrals, Tana fosters strong, long-lasting relationships with her partners.
Proven Results: Her method is backed by an excellent track record and a systematic approach that works.

Ready to learn more about how Tana’s approach can benefit your business? Contact her today, and don’t forget to watch the full interview above!
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