Having these systems rooted in your subconscious as part of a natural and consistent process will pay massive dividends for your mortgage business. […]
Habits and Systems
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. […]
Chapter 26 — Revenue: Budgets and Brokering
For a Mortgage Broker, a two-page business plan you can glance at daily will keep you on course. Here’s what mine looked like. […]
The Four Ingredients
BELIEF DETERMINATION ACTION DISCIPLINE – A.K.A. Constant Spaced Repetition Step One: Belief Belief boils down to three little words: clarity of purpose. Clarity of purpose is crucial. Do you know whyyou are doing what you are doing? Do you believe wholeheartedly in the why? Do you feel an unshakable sense of purpose around the path […]
Why So Many Docs?
I just sent this out to my database, if you are so inclined feel free to send them the same link or shoot a similar version in your own words and send that (send me a copy of it as well). Why does the Mortgage Broker want so many docs? We actually don’t. Why does […]
Bricks & Mortar
In this business, each file you complete is another brick in your wall. The first walls (years) form the foundation that you are building your business success on. With a strong foundation, it’s up to you how many levels you build upon it. What strengthens a wall? Many things, but a key is the mortar […]
Goals Defined
Week#52… … A week that finds many of us reviewing goals set 52 weeks ago, and setting new ones for the 52 weeks that lie ahead. For some it’s a first glance at a dusty goals sheet, or worse, a thought exercise, as the goals never made it to paper. If this is you, then […]
Some Ink On Being Inc.
Heading into tax season there is a common question on many a Mortgage Broker’s (and agent’s) mind: To be (inc.) or not to be (inc.)? 2017 was the year that the federal government basically laid the smackdown on everyone who has ever suggested being INC. ‘isn’t worth the hassle’. When the Fed tinkers, and tens […]
Want Referrals?
The #1 path to consistent referrals from the same source(s) is to answer the phone the first time it rings, be in front of your computer to intake the application on that first call, and respond to every subsequent call or email instantly. Losing two hours to a morning coffee meeting? Losing two hours to […]
There’s A NAP For That!
Here is my own take on the serious business of napping. During any peak period of activity in our industry a Broker can experience intense 12-, 14-, and even 16-hour days back-to-back-to-back. A key survival skill is mastery of the power nap. Make no mistake, it is a skill. You have to learn how to […]