partner talk


As loan officers, we often come across clients that are so far into the buying process that we can’t provide them with additional value. However, with the Core 7 methodology, we can build deeper relationships in our markets, and help clients early in the process of buying a home. How does this methodology help us develop successful referral partnerships? On this episode, we’re joined by LO, author and creator of the Core7 Referral methodology and the Core7 Mastermind Group Format, Mark Maiocca. He shares on his journey in the mortgage space, and how he built his system.

When we see someone who is wealthy, we make the assumption that they are all set financially. That’s not always the case. -Mark Maiocca



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Guest Bio:

Mark Maiocca is the Amazon-bestselling author of The Core7 – What’s Your Rate?: How to Buy a Home and Secure Your Financial Future At the Same Time, and the creator of the Core7 Referral methodology and the Core7 Mastermind Group Format. Mark has more than 20 years in the mortgage business, and has closed over $1 billion in loans, as well as generated hundreds of outgoing referrals to Core7 partners. For more information, visit and to get in touch with Mark, send an email to or

We’re a 34 year young boutique mortgage firm where EVERYONE MATTERS. Our goal is not to become the largest company, but the one with the greatest impact. To us, making a daily difference in the lives of our teammates, referral partners and our customers is what makes the work that we do so worthwhile and meaningful.