Knowledge Wins,  Not Rates

Knowledge Wins, Not Rates

A few years back, a client called to tell me that BigBlueBank (BBB) could not process their re-fi due to BFS income challenges. The first step? We mapped out a strategy, which they returned to BBB with. Now, if BBB accepted it, the client’s problem would be solved. If...
Rising Interest Rates

Rising Interest Rates

OK, so the news says ‘Mortgage Rates Are Rising’. (Watch my live video here.) What does this actually mean to your clients? Well, here are 4 key points to clarify… The actual cost – the dollar bills, the cash money, the green: Who does this affect? people with a...
The Stories We Tell Ourselves

The Stories We Tell Ourselves

The stories we tell ourselves are often out of alignment with reality. Whether it is a tale of roses & rainbows or doom & gloom, rarely do our best, or thankfully our worst fears come to fruition, and even when it seems as though they are the peaks and valleys...

Managing Expectations

Managing Expectations, the heart of this business. A dozen or more Bank executives meeting at their local branch to spend a few hours, perhaps even a few days, reviewing the applicants file.   um ya… A single individual with the computing power of a...