Category Archives: Marketing

Party in the Park

Last week we hosted our first Party in the Park, an event we put together to show those who work with us our appreciation for them. We had an absolute blast! With food from KOi Fusion and beverages by Tap Wagon, there were options … Continue reading

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90 Days to Better: Say This To Every Listing Agent

Say This To Every Listing Agent Have you ever had a Real Estate Agent say that they don’t need to work with a Mortgage Lender because they just focus on listings? This is something that I have heard many times … Continue reading

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90 Days to Better: QR Codes for the Win!

QR Codes for the Win! If you are looking to move the needle forward with your business, I urge you to utilize QR codes! With a virtual transition during the COVID-19 pandemic, most people can now recognize a QR code … Continue reading

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90 Days to Better: Never Quote Price Until…

Never Quote Price Until… Often, one of the first questions someone asks a Mortgage Advisor is related to either pricing or current rates. What I want to ask you is: when do you give it to them? In this video, … Continue reading

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90 Days to Better: Most People Do Not Need You… Yet

Most People Do Not Need You… Yet I learned one of my favorite, and most valuable, sales strategies from “Shift!” by Craig Elias and Tibor Shanto. This concept was a complete game-changer in how I learned to approach prospecting and … Continue reading

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90 Days to Better: Some Advice on Doing Videos

Some Advice on Doing Videos As we have made the transition to a virtual world over the last few years, I consider it a necessity for everyone in the Mortgage and Real Estate Industries to be producing videos online. While … Continue reading

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90 Days to Better: Get Strategic – PLEASE!

Get Strategic – PLEASE! When reviewing the real estate agents and financial professionals you do business with, do you have ‘relationships’ or true ‘Strategic Partnerships’? Are you successful at getting appointments but wondering where the referrals and new business is … Continue reading

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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 … Continue reading

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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 … Continue reading

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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 … Continue reading

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