Preparedness, consistencey, and concise, up front communication are all key in this deadline-driven business. […]
Scare The Tourists!
PROTECT CLIENTS FROM THEMSELVES
You are not always the best solution to a client’s needs. The trick is, finding the better solution, quickly. […]
The Deadly Unasked Question
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. […]
Eat Failure For Breakfast
In business there are no stupid questions. Don’t give up, keep looking for ways to turn your obstacles into opportunities. […]
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. […]
Chapter 61: Mortgage Fraud
Some clients may think that bending the rules to get their mortgage is “no big deal,” when in reality it is your livelihood as a Mortgage Broker on the line. […]
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. […]
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!” […]