How a $60M Loan Officer Turns Financial Advisors Into a Referral Pillar with Dietrich Miklautsch

Most loan officers build their entire business on Realtors. Dietrich Miklautsch built a second pillar that most LOs never touch: financial advisors. In this Coach's Corner, he shows you exactly how.

Dietrich is a 25-year veteran in the Seattle and Bellevue market who produces around $50M a year. A major driver of that volume is his relationships with financial advisors, and in this conversation he opens up the whole playbook: the mindset, the scripts, the exact MortgageCoach strategies he presents, and how he turns one client conversation into a lasting advisor partnership.

Your homework: build one down payment options Total Cost Analysis this week, get one meeting with an advisor, and tell them a story.

Want more? Watch our full Advisor Playlist on this channel for more loan officers who dominate this pillar.

Join us live every Tuesday at 9am Pacific for Coach's Corner: https://webinars.trustengine.com/c/53...

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What you'll learn in this video:

0:00 Why every referral-based LO needs an advisor pillar
1:30 Dietrich's numbers and how advisors fuel them
3:35 The why behind building this pillar (and why it makes you a better LO)
6:30 His value proposition to a brand new advisor
8:50 Dave's bold claim: every advisor without a mortgage coach is shortchanging their clients
10:30 How to find advisors: the assets question, the process script, and the nine or ten referral ask
13:50 The 1986 cold call script Dave used to build 100+ CPA and advisor relationships
16:00 Strategy 1: the buy before you sell bridge loan presentation
21:20 The new MortgageCoach look and the borrower AI feature (and how to 10x borrower engagement with it)
25:00 Strategy 2: 20% down vs 50% down with a reinvestment analysis that created $100K+ in accrued wealth
30:25 Live demo: creating a Total Cost Analysis with AI in under a minute
36:10 The complete playbook recap and your homework assignment