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. […]
The Deadly Unasked Question
Keep Your Clunker
Be skillful, not indebted. […]
Big Ideas — A Cautionary Tale
Keep your eye on the ball and your head in the game, and you will excel. […]
Don’t Cold Call
Don’t cold call potential mortgage clients. Here are the people you should cold call, and here is what you should tell them. […]
Inspiring Books for Mortgage Brokers
My favourite books on the subjects of excellence, customer service, sales, branding and how people think. Plus one that literally put me to sleep. […]
Industry Relationships
Are you building or burning bridges? Every interaction, every conversation with a mortgage industry colleague can be one or the other. […]
Learning the Lenders
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. […]
Lender Shopping — A Case Study
All mortgage lenders are not created equal. Five declines are not an issue, just a challenging start. […]
Habits and Systems
Having these systems rooted in your subconscious as part of a natural and consistent process will pay massive dividends for your mortgage business. […]
Your Customer Relations System
Build the vital habit of inputting key metrics about your mortgage clients. You will value the aggregate data years from now. […]