Monthly Archives: July 2020

Dear Loan Officer: Creating a Great Culture

Dear Loan Officer, The way that company culture manifests differs by job, but the general consensus is that culture either governs the rules, or is the rules – which predicates the expectations of behavior in a workplace. We can all … Continue reading

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Dear Loan Officer: 5 Steps to Multiplying Referrals

Dear Loan Officer, We’re all trying to build with our clients, in a way to turn them into long-time fans. Loyal customers will keep you top-of-mind, and will not only buy from you again, but refer you to their greater … Continue reading

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Dear Loan Officer: Creating Your 90-Day Business Plan

Dear Loan Officer, Happy Tuesday! I wanted to pull this one up from the archives – a powerful tool for you, to think about how you’d like to engage and make your Q3 the most successful quarter yet. It focuses … Continue reading

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