Back-to-School Season Isn’t Just for Kids: Why Now’s the Time to Get Your Loan Officer System in Check September signals more than just cooler mornings and fresh notebooks—it’s a mindset shift. Kids are heading back to school, parents are re-establishing ... Read more
Initial Mortgage Meeting: Setting the Stage for a Smooth Mortgage Process Your initial mortgage meeting with a borrower is more than just a conversation—it's a strategic moment to lay the foundation for the entire mortgage process. When handled intentionally, this ... Read more
The Mortgage Process: Why Every Loan Officer Needs a Step-by-Step System As a loan officer, one of the biggest reasons deals fall through is a lack of structure. Without a defined, repeatable mortgage process—and a way to clearly communicate it ... Read more
Are You Using Your Mortgage CRM to Its Fullest Potential? Most loan officers think of their mortgage CRM as a place to store contacts or send drip emails. But if that’s all you’re using it for, you’re barely scratching the ... Read more
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