Do not be a drag on document processing. Be the facilitator of a smooth process. Documents review, retitling, saving and forwarding should be a top-three priority at any time. […]
Chapter 75: Incoming Client Documents
Social Media for Mortgage Brokers
An excerpt from Volume 1 of Be the Better Broker. Should you have a presence on LinkedIn, Facebook and Twitter? What about other social media outlets? The answer is yes, a professional presence. Even your personal presence should be professional. Of course we all have real lives, with hobbies, quirks, funny friends, unique family members. […]
Ch. 22 Heuristics (vs. Shortcuts)
An excerpt from Vol. 2 of Be the Better Broker. Heur-what-stics? As defined by Wikipedia, a heuristic technique, often called simply a heuristic, is any approach to problem solving, learning or discovery that employs a practical method not guaranteed to be optimal or perfect, but sufficient for the immediate goals. When an optimal solution is […]
Ch. 54 Friends & Family
“I can’t believe my best friend/sister/mother/cousin (etc.) did not work with me!” […]
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 are typically very brief. With […]
Ch. 74 – The Documents Collection Process
Chapter 74 – The Documents Collection Process “An expert is a person who has made all the mistakes that can be made in a very narrow field.” – Niels Bohr Once the complete application is built, and the call comes to an end, a number of next-steps must occur immediately. Otherwise they are unlikely to […]
#This Is Brokering – a.k.a. Volume 4
An excerpt from #This Is Brokering – due to be rebased on Amazon.ca anytime now… anytime… Chapter 3 – Four Words to Forget “I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel” — Maya Angelou There are four powerful […]
Ch 72 – Ask hard Questions, Share Hard Truths
Chapter 72 – Ask hard Questions, Share Hard Truths “Action may not always bring happiness, but there is no happiness without action.” – Benjamin Disraeli Further to the chapter 71, dig, dig and dig some more. Banking Relationships As you dig into clients’ histories and where they bank, you want to be sure to make […]
Ch 71 – Taking The Mortgage Application – FLOW
Chapter 71 – Taking The Mortgage Application – FLOW “There is no problem you can’t solve if you understand your business from A to Z.” – Sam “The Banana King” Zemurray Whatever software your firm is using for mortgage applica- tions, the blank fields are all there for a reason, and it is not for […]
Ch. 70 – Taking The Mortgage Application – Who?
Taking The Mortgage Application – Who? Successful people are always looking for opportunities to help others. Unsuccessful people are always asking, “What’s in it for me?” – Brian Tracy You, as an independent Broker, can claim to be available seven days a week, all hours of the day and night. A traditional banker cannot be. […]