Tag: mortgage
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90 Days to Better: How Do We Draw Confidence
How Do We Draw Confidence Happy Mother’s Day! Having confidence in what you have to offer a client is key to influencing and ultimately winning business. How confident are you with the customer experience you provide? As some of you know, my team and I recently transitioned to NEO Home Loans. NEO is Greek for…
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90 Days to Better: Your #1 Job As A Leader
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Your #1 Job As A Leader As we are a third of the way through this series, I hope that these videos have inspired those who aim to improve their mindset and think bigger. While there may not be such a thing as perfection, we can have constant and never-ending improvement. As a leader, I…
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90 Days to Better: Stop Preparing… Just Do It!
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Stop Preparing… Just Do It! While experiencing the difficult market that we are in, it is easy for one to feel as if they don’t have control. However, rather than giving up, Mortgage Advisors can focus instead to prioritize their time on money-making activities. These include conversations with people looking to borrow money, talking to…
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90 Days to Better: Why Hire A Post-Closing Concierge?
Why Hire A Post-Closing Concierge? One of the biggest challenges Mortgage Originators face is standing out and competing for business based on the value they’ll provide over the next 30 days of a transaction. This often comes down to “better communication”, “closing on time”, etc., etc. Which, if we are being honest, does NOT differentiate…
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90 Days to Better: Who Are You Collaborating With?
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Who Are You Collaborating With? Many of us often get stuck when we have a great idea for something but we don’t feel ready to share it with the world until it is ‘perfect’. This causes many great ideas to not leave your mind and go into action to provide positive impact for others. Watch…
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90 Days to Better: I Am Struggling
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I Am Struggling Many of us in the mortgage industry are struggling to transition from the highs of the last two years to the difficulty of a changed housing market. Many companies are doing different things to cut their costs in order to provide better pricing. However, I think that there are two options here:…
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90 Days to Better: (Re) Find Your Purpose!
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(Re) Find Your Purpose! Ask yourself why you do what you do and why anyone should care. You need to be passionate about something other than just closing loans to avoid experiencing burnout, a lack of happiness, and stress. My purpose is to help people be more successful financially. I want to educate, empower, and…
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90 Days to Better: The 3-Sided Balance Sheet
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The 3-Sided Balance Sheet To win more business, you must stand out from the rest. The easiest way to do this is by framing and packaging your value in a way they’ve never seen before. When prospective clients and partners learn something new from you, that nobody else has bothered to teach them, you become…
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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%…