w Mortgage file processing Archives - Be The Better Broker

Tag: Mortgage file processing

Habits and Systems

Cover of Be the Better Broker by Dustan Woodhouse, Mortgage Broker

Having these systems rooted in your subconscious as part of a natural and consistent process will pay massive dividends for your mortgage business. […]

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Chapter 75: Incoming Client Documents

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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. […]

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Ch. 22 Heuristics (vs. Shortcuts)

Cover of Be the Better Broker by Dustan Woodhouse, Mortgage Broker

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 […]

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Ch. 74 – The Documents Collection Process

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Chapter 74 – The Documents Collection Process “An expert is a person who has made all the mistakes that can be made in a very narrow field.” – Niels Bohr Once the complete application is built, and the call comes to an end, a number of next-steps must occur immediately. Otherwise they are unlikely to […]

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Ch 71 – Taking The Mortgage Application – FLOW

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An excerpt from Volume 3 of Be the Better Broker “There is no problem you can’t solve if you understand your business from A to Z.” – Sam “The Banana King” Zemurray Whatever software your firm is using for mortgage applica- tions, the blank fields are all there for a reason, and it is not […]

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Ch. 70 – Taking The Mortgage Application – Who?

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An excerpt from Volume 3 of Be the Better Broker. Successful people are always looking for opportunities to help others. Unsuccessful people are always asking, “What’s in it for me?” – Brian Tracy You, as an independent Broker, can claim to be available seven days a week, all hours of the day and night. A […]

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Ch. 69 – Taking The Mortgage Application – When?

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An excerpt from Volume 3 of Be the Better Broker. “If you’re not making mistakes, then you’re not doing anything.” – John Wooden You must set limitations on your availability, limitations that the balance of people in your life agree with. Perhaps you are adopting the 80-hour workweek prescription to solve a problem in your […]

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