A Short Mortgage Story

A Short Mortgage Story

A short mortgage story. Maybe a lesson or two gleaned, possibly even a useful strategy in dealing with challenging clients. The set up… Working with the clients for 2 yrs.  500+ emails. Countless texts. Dozens and dozens of calls… mostly in the evenings and on...
Industry Relationships

Industry Relationships

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....
Don’t Cold Call

Don’t Cold Call

Few among us look forward to making cold calls. We know what it’s like to be on the receiving end. When someone cold-calls me, he is intruding on my life without an invitation. He is interrupting whatever I may be doing. This can bring out a side of me that is abrupt,...
New Kid On The Block

New Kid On The Block

You’re breaking into a business where many people already have relationships with a Mortgage Broker. Don’t expect to burst onto the scene and break up those relationships easily, not with your zero years of experience. You need to be prepared to give something of...