As you start to prep your business plan for 2019 – dig into the books listed below to help with your mindset as part of the process. Setting goals is one thing, a great thing to do. This year, make sure to also set expectations. Set expectations for yourself and for your team. Communicate your expectations […]
Earlier this year, a client called to tell me that BigBlueBank (BBB) could not process his re-finance transaction due to BFS income challenges. We mapped out a strategy that he could take back to BBB. If they accepted it, then the client’s problem would be solved. If they did not, then they would have had […]
Good day, We will return to more usual day-to-day posts next week, this week is just shameless plugs for the conference and the newest book. Shameless plug for the MPC Conference: Hopefully you are waking up in Vancouver today or tomorrow and attending the annual Mortgage Professionals Canada conference this weekend. It […]
A short post, with a few links to follow: Here is a link to the heart of my communication with my TD variable clients. At last count I have well over 300 such clients. A direct email, and this post, were a great way to reconnect with several and for the vast number in Prime […]
***Special Action Item*** Please take three minutes (or less) and click on this link in order to easily send your MP a formal (pre-written) letter outlining the negtive consequences of the recent lending guideline changes. It is little more effort to complete this than entering your postal code, name, and email address. You do not need […]
After many (~10) months of jam packed writing weekends Be The Better Broker, Volume 2: Days 1-100 As A New Broker, Building Lasting Foundations and Surviving in the Meantime is at last available in print on amazon.com. At the moment it is available on amazon.ca in Kindle format only. Paperback via amazon.ca should happen by Oct 1st. […]
Chapter 73 – Three little words “A great many people think they are thinking when they are merely rearranging their prejudices.” – William James When taking an application we assume nothing. There are a variety of words every Broker would do well to eliminate from their vocabulary including the following: Assume Liar Promise […]
Thought for the day. The single best day to target for completion? Whether a refinance, ETO, or purchase, it matters not – the single best day of the week is almost always a Wednesday. Need a day’s extension? Tripped up over east coast/west coast times for funding? Lender inserted one last condition to the lawyers? […]
Volume 2 is into the final editing phase, which still puts the final publication out as far as 90 days, so July potentially. It is twice the size of Volume 1 and jam packed with many of the scripts I use each day with clients. There are also some reality checks like Chapter 88 here. […]
An excerpt from Volume 1 of ‘Be The Better Broker‘ Help! It’s a Mortgage Emergency! It has been said there’s no such thing as a mortgage emergency. We Brokers may know that no underwriter is going to be reviewing documents late at night or over the weekend. However we also know from experience that responding […]