For decades, loan officers thrived by guiding clients only after they’d already decided to buy or refinance. But in today’s market, that reactive role is obsolete. Technology can now handle much of the transactional work faster and cheaper.
What clients truly need is more than a loan processor, they need a Mortgage Advisor.
Advisors step in early, sometimes years before a transaction, to help families plan strategically, manage emotions, and build generational wealth. They don’t just show up at closing, they remain a trusted guide long after funding, helping clients navigate life’s big financial decisions.
Ryan Grant makes a powerful case: if we cling to the old loan officer mindset, we’ll fade into irrelevance. But if we embrace the advisor model, we’ll thrive and become indispensable for the next 30 years.
Read Ryan Grant’s full article on HousingWire here: The Loan Officer’s Job Is Gone, But the Mortgage Advisor’s Job Is Here to Stay
