Tag: financial
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90 Days to Better: We Must Do More
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We Must Do More. As mortgage professionals, we must do more to help our clients build safer, stronger financial futures. There is a tremendous lack of fiscal literacy for families across the country, and we have the opportunity to put them on a better path forward and help them increase their wealth for generations to…
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90 Days to Better: Get More From Annual Client Reviews
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Annual Client Reviews must no longer be an optional service for your clients. It must become a regular part of your business, and in doing so, they become another reason your clients will value working with you before, during, and AFTER the transaction! On #TheBorrowSmartTeam, our Mortgage Advisors have a goal that at least 50%…
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90 Days to Better: Why Should a Realtor Choose You?
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In the mortgage industry, we understand how important referrals are for our business. On #TheBorrowSmartTeam, we make sure in the first meeting with a Realtor to show them how we can both increase their revenue and service. We have systems in place that allow us to increase our client referrals and, in turn, increase the number of…
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90 Days to Better: Make Every Call Warm
Hi there, I am back with the second video for my new #90DaysToBetter series. Today’s video is all about you creating value for your client. You are not just calling to make a sale, you are there to make a positive impact. Follow up after every call with relatable content. After that, follow up again…
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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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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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What do YOU sell?
Mortgage Loan Officers, do you know what you are really selling to your customers? Get clear on what it is you really do for people.
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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, I share a really valuable mind and skill set for Real Estate Agents and Mortgage…
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The Cash Flow Priority Model
I recently had the opportunity to share a key concept I teach my clients. Here I discuss the Cash Flow Priority Model. It is a simple, but very effective model we give to our clients that helps them long after the mortgage closes and they’ve moved into their new home.