LO’s Need to Stop Believing Technology is the Answer

Every 5 minutes, you likely receive an email about some type of technology that promises you that it will get borrowers or real estate agents to bang a path to your door.  One email could be about a CRM system that says it will do all the marketing for [...]

Why LO’s Struggle with Agent Relationship Development

There are some loan officers who you will hear say, "I never want to do business with real estate agents." Others will say, "Agents cannot be trusted or are not loyal." There are even loan officers who will say, "I want to do business with agents, but I don't know [...]

The Missing Ingredients in Business Plans

Q4 is the time of year that the majority of the loan officers, managers, and mortgage company owners decide to take pen to paper and map out their goals and plans for the next year. Traveling the country, conducting live seminars as well as small intimate training programs, I find [...]

The Numbers Game

If you have been in sales for any period of time, you have heard the expression "Sales is a Numbers Game." This is said so often, that most salespeople have become numb to this expression. We all have people in our lives that repeat themselves. It's easy to give [...]

The Myth About Technology and Origination Productivity

Every day I see a product or service marketed to loan originators that promise to make them more productive and work less. The ads claim that an originator never has to leave their home, to the promise that borrowers or referral partners will be banging down the doors to [...]

What Do You Really Do for A Living

As I travel throughout the country and conduct live presentations, one of the questions I always ask my loan officer audiences, is: "What do you do for a living?"The most common responses I will receive are "Loan officer, "Mortgage professional," "Financing expert," "MLO," and "I make housing dreams come true."Believe [...]

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