90 Days to Better: You Must MAKE The Time

You Must MAKE The Time

All too often, Mortgage Originators tell me that they don’t have the time to market or prospect to new clients because they are too busy doing other things such as preapproving clients or working on loans. Too many are allowing other activities to interfere with their #1 job as a Mortgage Advisor: generating leads/opportunities and building relationships.

There is a reason top producers help more families. They consistently spend more time, on creating opportunities and building relationships. This video contains tips on how to continue finding new business every day. #JoinTheCause #90DaysToBetter #TheBorrowSmartTeam #NEOHomeLoans #ChangingTheIndustry

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90 Days to Better: What Is Your Favorite Question To Ask?

What Is Your Favorite Question To Ask?

Todd Duncan has been a thought leader for me in terms of asking very powerful questions. I believe that the person who asks the best questions wins. This means less talking, and more listening. Creating new thought for someone and interrupting their patters are powerful tools in building new relationships and winning business. Listen to this video to hear some of my favorite questions to ask. Let’s help each other ask better questions so we can learn things nobody else is learning and create deeper relationships!

What is the top question that you ask a Real Estate Agent or homebuyer? #JoinTheCause #90DaysToBetter #TheBorrowSmartTeam #NEOHomeLoans #ChangingTheIndustry

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90 Days to Better: So Many Problems!

So Many Problems!

Even though I have been in the Mortgage Industry for over 20 years, I am ALWAYS looking for ways that I can improve. One example of this is I used to complain to my coach that other people’s problems kept interrupting my plans for the day. This would lead to frustration and even resentment. Can you relate?

The solution was to change my mindset. My coach suggested going into each day asking, “What problems CAN I solve today?” Our mindset and attitude impacts our results. No matter our roles, we are all leaders who face issues every day. Constant and never ending improvement is for everyone! #JoinTheCause #90DaysToBetter #TheBorrowSmartTeam #NEOHomeLoans #ChangingTheIndustry

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90 Days to Better: What Are You Selling?

What Are You Selling?

Today we are talking about SALES! A potential customer is buying three things from you, but the order in which they buy these three things may surprise you. Watch this video and think about how you might re-organize your conversations and selling process to get better. #JoinTheCause #90DaysToBetter #TheBorrowSmartTeam #NEOHomeLoans #ChangingTheIndustry

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90 Days to Better: Why I Chose NEO – Part 3.5

Why I Chose NEO – Part 3.5

This is the third and final video in the mini-series sharing why I chose to align with and move to NEO Home Loans. Listen as I share what attracted me most when it came to the economic model of NEO Home Loans and a level of transparency I had never seen before at other companies in my 23 years. And, the glue that ties it all together is a uniquely designed culture of collaboration at all levels.

Now, the questions for you to ask: Where do you need more transparency in your business? How about your team members? How is your collaboration and sharing of ideas? Is it consistent and by design? How can you improve? #JoinTheCause #90DaysToBetter #TheBorrowSmartTeam #NEOHomeLoans #ChangingTheIndustry

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90 Days to Better: Why I Chose NEO – Part 2

Why I Chose NEO – Part 2

Winning business in this challenging market is critical. In yesterday’s video, I shared the #1 reason why I chose to move myself and my team to NEO Home Loans: A ‘Just Cause’ that I believed in and wanted to help accelerate.

Today’s video shares with you my second most important priority in choosing a new company: Helping us win business NOW. Providing my team an even higher level of confidence to win business and overcome price objections was a key deciding factor. Listen to my thoughts on this and hopefully get ideas that can help you improve your value proposition and the packaging of it to win in this market! #JoinTheCause #90DaysToBetter #TheBorrowSmartTeam #NEOHomeLoans #ChangingTheIndustry

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90 Days to Better: Why I Chose NEO – Part 1

Why I Chose NEO – Part 1

Since transitioning to NEO Home Loans under a month ago, I have experienced something amazing. Many people reached out to me; some I know well and others not at all. What was interesting was that the majority asked one of these three questions: Why did you move? Why now? Why NEO? My answers broke down to three and a half things that I will be sharing. If you want to hear my ‘why’ tune into this video along with the next two on this topic. Take what I share and use it to better yourself and your business! #JoinTheCause #90DaysToBetter #TheBorrowSmartTeam #NEOHomeLoans #ChangingTheIndustry

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90 Days to Better: Do YOU Sound Like This?

Do YOU Sound Like This?

While I hope that these lessons that I am sharing help to educate others, my #1 goal is to change this industry for the better. How do you talk to a customer who is about to make the biggest financial transaction of possibly their lives? We need to work with homeowners to maximize their wealth while decreasing their monthly mortgage expenses. I hope this enables you to look over your messaging and see how your positioning and framing can improve! #JoinTheCause #90DaysToBetter #TheBorrowSmartTeam #NEOHomeLoans #ChangingTheIndustry

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90 Days to Better: Teach Your Clients this 3rd Money Concept

Teach Your Clients this 3rd Money Concept

As Mortgage Advisors, we can no longer simply put people into debt. Instead, let’s all get better at teaching them how to make better borrowing and repayment decisions over their lifetime of owning real estate! The third, and most exciting, concept that we teach our clients is Rate of Return. Have you ever asked a borrower what the rate of return on their down payment will be? Many struggle to differentiate between the return on their house, the cost of their mortgage, and their down payment or home equity. Every family wants to save money and optimize their investments, but most don’t realize YOU, as a trusted Mortgage Advisor, can yelp with this. #JoinTheCause #90DaysToBetter #TheBorrowSmartTeam #NEOHomeLoans #ChangingTheIndustry

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90 Days to Better: The Second Concept to Borrowing Smart

The Second Concept to Borrowing Smart

This series is based on fiscal literacy as it is the center point of everything we do to impact the lives of our clients. We help educate home owners and home buyers to be more successful with their money by working together to find the client’s own way of defining success. Now, we have joined NEO Home Loans, where the entire company has this same bigger purpose. I am giving you specific ways to integrate this concept into your conversations to help people make the best borrowing and repayment decisions! Something that is not discussed enough with home owners before purchasing is their ideal liquidity for their finances. Whether they may have investment opportunities or job loss in the future, they deserve to know how easily they can access cash if they need it. #JoinTheCause #90DaysToBetter #TheBorrowSmartTeam #NEOHomeLoans #ChangingTheIndustry

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