Tag: business planning
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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 hook, is it clear that there is no shortage of business for the foreseeable future.…
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Dear Loan Officer: Creating Your 90-Day Business Plan
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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 on the 90-Day Business Plan. What is the 90-Day Business Plan? In a nutshell, it…
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Do Your Activities Match Your Goals For 2020?
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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 2020. Now is the time to start thinking about and creating a game plan for…
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Stop Handing Out Three Business Cards
Too often I see sales professionals and business owners, when asked by a client for a recommendation to a professional in another field, hand the client multiple business cards and encourage them to “shop around”. This is very common in the Realtor®/Loan Officer relationship, but also happens in many other areas of business. Here is…