Beware of anchoring yourself to a mortgage-rate number. Answer the question, but insert a comma and talk about related topics. […]
Chapter 36 — What’s Your Best Rate? The Opening
Chapter 75: Incoming Client Documents
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. […]
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. 48 Friends & Family as Clients
“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 released 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
An excerpt from Volume 3 of Be the Better Broker. “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 […]
Ch 71 – Taking The Mortgage Application – FLOW
An excerpt from Volume 3 of Be the Better Broker “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 […]