At Legacy Mutual Mortgage, we do our very best to ensure a smooth and hassle-free homebuying experience for our clients. This is why it’s essential that all parties are well-informed and on the same page. For our lenders, this means collaborating with Realtor partners so that nothing slips through the cracks. This can look different for each of our lenders, so we asked them what this collaboration looks like for them. Read on to see their responses!

Harold Smith – Dallas, TX

I am often collaborating with my Realtor partners to strategize offers, seller contributions, and funds needed for repairs post-closing. This is essential to clients – when a client has a strong Realtor coupled with a strong Lender and those parties know and trust one another, the client reaps major benefits. Homebuyers that use a large shop-online-lender will get a loan. Our clients get the best deal.

There is regularly collaboration with the Realtor and the client to make the optimal solution come forward. I can tell when I work with a Realtor that is inexperienced and does not know how to work for the best interest of their clients. Those Realtors may end up negotiating a good price for their client, but they don’t end up negotiating the best deal. They may negotiate a deal that gets the buyer in the home, but leaves them with a massive repair bill to surface shortly after closing.

Loran Gadson – Houston, TX

I don’t do it alone. I work in close partnership with real estate agents and a strong, experienced team, supported by proven systems and processes. I communicate on a consistent, predictable schedule and address issues early so everyone stays aligned and the transaction stays on track from contract to closing.

Payton Adams – San Antonio, TX

I approach every partnership with intention. I don’t see agents as referral partners—I see them as teammates. I work as a true extension of their business, aligning early, communicating often, and staying proactive so our clients always feel supported and protected. I bring strategy, consistency, and follow-through to the table. I help agents anticipate challenges, guide clients with confidence, and create a calm, organized experience from start to finish. When we work in sync, the process feels smooth, elevated, and thoughtful—and that’s what clients remember. My goal is to help agents grow, strengthen their brand, and deliver an experience their clients rave about long after closing day.

Communication between clients and Realtor partners is key, and our loan officers have established methods that work well for them. It isn’t just about getting clients to the closing table. We strive to provide an experience that makes our clients want to come back and use Legacy again and again! If you are looking for a lender that will provide an excellent homebuying experience, find a Legacy loan officer!