Tag Archives: loan officer

‘Lunch Money’ – Monthly Training & Education to Help My Team Increase Their Fiscal Literacy & Confidence

This month I launched ‘Lunch Money’, a monthly training and education to help my team increase their fiscal literacy and feel more confidence around money as they build a path for a successful financial future! This has been a passion … Continue reading

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Dear Loan Officer: The Law of the Scale Part 2

Dear Loan Officer, Happy Tuesday! Last week I shared about the High Trust Law of the Scale which states, “If you want more business, have fewer clients.” The victory isn’t getting a client to do business with you once, it’s … Continue reading

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Dear Loan Officer: The Law of the Scale

Dear Loan Officer, Happy Tuesday – I hope this week finds you in good health! This month, I am diving into the… drumroll…. Law of the Scale. The Law of the Scale remits that if you want more business, have fewer … Continue reading

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Dear Loan Officer: Are You Getting Tired?

Dear Loan Officer, Conversations with Dave Savage are always fun, insightful and thought-provoking! On his Mortgage Coach platform, Dave and I share our playbook on how to finish 2020 strong.   I wish you all the best!  

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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: 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

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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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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 … Continue reading

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