Category Archives: mindset

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

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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

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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

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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

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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: 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

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Dear Loan Officer: Client Experience

Client service – whether superb or subpar – can seriously affect your customer’s shopping experience. Think about your client experience right now – if you were to charge admission for your customers to opt in – what would your customer … Continue reading

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Dear Loan Officer: What is Your Mission + Purpose?

Dear Loan Officer: What is Your Mission + Purpose? Continue reading

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Do Your Activities Match Your Goals For 2020?

This video was made last year, but the concepts are the same regardless of the year. With our Annual 10X Growth Summit Event coming up in a month these are great concepts to keep in mind as we come into … Continue reading

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LESS LEAD GENERATION, MORE LEAD CONVERSION

There are two big areas of business… how to generate new business, which is the common topic and focus. The second…, less discussed, is how to capitalize on the business that is already in front of us. In this interview, … Continue reading

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