Tag: realtor
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Party in the Park
Last week we hosted our first Party in the Park, an event we put together to show those who work with us our appreciation for them. We had an absolute blast! With food from KOi Fusion and beverages by Tap Wagon, there were options for everyone. It was amazing seeing so many smiles and meeting so many people! #NEOinthePark…
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90 Days to Better: Say This To Every Listing Agent
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Say This To Every Listing Agent Have you ever had a Real Estate Agent say that they don’t need to work with a Mortgage Lender because they just focus on listings? This is something that I have heard many times over the course of my career. I encourage you to watch this video to hear…
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90 Days to Better: Game Film – A Video to Help Your Realtor Partners
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Game Film: A Video to Help Your Realtor Partners This is a sample video to a Realtor I recorded to help my team of Mortgage Advisors, and decided to share with you all! They key to creating, and keeping, good partnerships is to add value – consistently. I prefer video, and at least weekly. Get…
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90 Days to Better: Get Strategic – PLEASE!
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Get Strategic – PLEASE! When reviewing the real estate agents and financial professionals you do business with, do you have ‘relationships’ or true ‘Strategic Partnerships’? Are you successful at getting appointments but wondering where the referrals and new business is a few weeks later? Watch my latest video as I urge you to get strategic!…
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90 Days to Better: What Is Your Favorite Question To Ask?
What Is Your Favorite Question To Ask? Todd Duncan has been a thought leader for me in terms of asking very powerful questions. I believe that the person who asks the best questions wins. This means less talking, and more listening. Creating new thought for someone and interrupting their patters are powerful tools in building…
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90 Days to Better: How to Ensure Better Presentations
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How to Ensure Better Presentations After the last two years, people are finally ready to go out and do in-person events again! Whether you are hosting a client appreciation event or training, these are critical for your business as they provide sales opportunities. Watch this video to hear the advice my friend and mentor, Todd…
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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: 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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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.…