Category Archives: Knowledge

Dear Loan Officer: High Trust Tuesday!

Dear Loan Officer, I hope this message finds you well. Walking into this week waving my High Trust flag high! As many of you know, I’m a High Trust coach, and was recently a panelist for the Sales Mastery conference … Continue reading

Posted in Balance, Business, Career, Commitment, Customer Service, Family, Freedom, Fulfillment, Knowledge, Leadership, Learning, Marketing, mindset, Priority Management, Sales, Team Building, Time | Tagged , , , , , , , , , , , , | Leave a comment

Dear Loan Officer: Focus on Your Victories and Learn from Your Failures

  Dear Loan Officer, Everywhere I look, I can see a hurdle, a problem, a stumbling block.  Sometimes, things just go wrong, and perhaps continue to go wrong.  I recently talked with two dejected Loan Officers who were each dealing … Continue reading

Posted in Balance, Business, Career, Commitment, Customer Service, Fulfillment, Knowledge, Leadership, Learning, mindset, Priority Management, Sales, Time | Tagged , , , , , , , , , , , , | Leave a comment

Dear Loan Officer: Feel Like You Never Have Enough Time?

  I envision everyone reading this nodding and raising their hand. I face this challenge pretty much every day, being a highly motivated, goal-oriented professional. Many of us, are also juggling virtual school for our kids, and working from home … Continue reading

Image | Posted on by | Tagged , , , , , , , , , , , , , , , , | Leave a comment

Dear Loan Officer: Loan vs. Relationship

Dear Loan Officer, I hope this message finds you well! Few would argue with the idea that building relationships is critical to success in our mortgage lending industry. However, with current rates at historic lows and phones ringing off the … Continue reading

Posted in Balance, Business, Career, Commitment, Customer Service, Fulfillment, Knowledge, Leadership, Learning, mindset, Priority Management, Sales, Team Building, Time, Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Dear Loan Officer: How do Billionaires Think?

Dear Loan Officer, As some of you may know, each week I get a chance to roundtable with some of the top mortgage thinkers and producers from around the country. We recently had a profound discussion about identifying key components … Continue reading

Posted in Balance, Business, Career, Commitment, Knowledge, Leadership, Learning, Marketing, mindset, Money, Sales, Uncategorized | Tagged , , , , , , , , , , , , , , , , , , | Leave a comment

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

Posted in Business, Career, Commitment, Customer Service, Knowledge, Leadership, Learning, Marketing, mindset, Money, Priority Management, Sales, Time, Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

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

Posted in Balance, Business, Career, Commitment, Knowledge, Leadership, Learning, Marketing, Money, Priority Management, Sales, Time, Uncategorized | Tagged , , , , , , , , , , , , , , , , | Leave a comment

Dear Loan Officer: Signs of a Messy Business

Dear Loan Officer, Happy Tuesday! Last week, I spoke to you guys about Todd Duncan’s Law of the Broom – that to build your business up, you must CLEAN it up. Ultimately, the ability to take time off (when you … Continue reading

Posted in Balance, Business, Career, Commitment, Customer Service, Freedom, Fulfillment, Knowledge, Leadership, Learning, mindset, Money, Priority Management, Sales, Time, Uncategorized | Tagged , , , , , , , , , , , | Leave a comment

Dear Loan Officer: The Law of the Broom

Dear Loan Officer, In the New York Times’ best-selling book, “High Trust Selling,” Todd Duncan shares the Law of the Broom – to build your business up, you must CLEAN it up. Early on in my career I adopted this … Continue reading

Posted in Balance, Business, Career, Commitment, Fulfillment, Knowledge, Leadership, Learning, Marketing, Money, Priority Management, Sales, Time, Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , | Leave a comment

Dear Loan Officer: The Power of the Lost Leads Conversation

Dear Loan Officer, Today, I was having a conversation with one of my coaching clients about the power of having a lost leads conversation (Learn more about my coaching here). This is a topic of conversation that comes up a … Continue reading

Posted in Business, Career, Knowledge, Learning, Marketing, Money, Priority Management, Sales, Uncategorized | Tagged , , , , , , , , , , , , , , | Leave a comment