An excerpt from Volume 2 of Be the Better Broker. Every interaction you have with an underwriter, a BDM, a team lead, a lender VP and so on during the processing of a file—even just in a casual conversation at a trade show—is you either building or burning bridges. Your primary goal is to recognize […]
As a mortgage professional, you have the ability to both save, or potentially cost your clients thousands of dollars. Asking questions will help ensure the best rate, and outcome for your clients. […]
Pen & Paper “Arriving at one goal is the starting point to another.” A goal without a deadline is just a dream. Simply saying that you ‘want to be a Broker’ isn’t enough. It’s a dream, it’s vague, with little hope for success. Stating ‘I will be a licensed Broker by X’ now that’s a […]
Be skillful, not indebted. […]
Keep your eye on the ball and your head in the game, and you will excel. […]
Don’t cold call potential mortgage clients. Here are the people you should cold call, and here is what you should tell them. […]
My favourite books on the subjects of excellence, customer service, sales, branding and how people think. Plus one that literally put me to sleep. […]
Are you building or burning bridges? Every interaction, every conversation with a mortgage industry colleague can be one or the other. […]
You may not be the solution for every mortgage applicant, but it’s smart to be the referral source to lending options beyond what you can offer. […]
All mortgage lenders are not created equal. Five declines are not an issue, just a challenging start. […]