Business Planning Week 4

 

The last installment of business planning includes some direction and a few observations. Each of us has to understand what it is we are trying to accomplish in our business as well as the path we take, the hours we invest, and the people we choose to surround ourselves with.

The choice is always...

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Business Planning Week 3

 

We all know that this year has been one like no other. A booming housing market along with TRILLIONS of dollars-worth of refinance opportunities present themselves in a year where we are dealing with a pandemic and lockdowns. Many struggle to keep in front of it all and manage the best they can...

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Beginning the Plan!

business planning 2021 Oct 08, 2020
 

October is always the month I work on business planning for the coming year. This year will be no different, and certainly just as important as any other year, maybe even more! Even with all the opportunities in the market to deal with both refinances and purchases, there is much to plan for in...

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The Final Days of 2020!

business planning 2021 Oct 01, 2020
 

Here we are in October and as always, we must take some time and make our final coarse corrections to navigate the end of the year. The things we must be fully aware of are:

  • When is the last day I can accept a new loan application that will close in 2020?
  • Refinances are also dealing with the...
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Enough is not good enough!

 

A few conversations this week brings today’s post. In a few completely different conversations with originators from different parts of the country, a parallel appeared and it was important enough for me to share. In two of these conversations, prospective new applicants came to the table...

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Just like that!

Uncategorized Sep 17, 2020
 

In less than a week since last week’s blog post, Karl Weiss in Arizona has put together 8 refinances, 1 purchase loan, two listing appointment referrals for his realtor referral partners, one of those appointments turned into a listing that is now under contract in less than three days, and...

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Show me your twenty in 2020!

Uncategorized Sep 10, 2020
 

September is here and so begins the countdown to 2021. Many people will be happy to see 2020 go, but for most of us in the mortgage business, 2020 has been rewarding and in many cases, EPIC!

While having one of my coaching calls, I was speaking with a client about looking at the possible year end...

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The Countdown within the Countdown!

refinance tax Sep 03, 2020
 

We spoke last week about the “90 day countdown” to get all the deals into your system so they can close in 2020. All very important points and I hope you take that information and use it to the benefit of your clients and referral partners.

This week we need to add to that post an...

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Setting up for the 90 day PUSH!

 

It’s the last week of August and that means it’s time to run all the numbers and set up for the 90 day push! Yes, we have just 90 days (or there about) to get files into the system that will close and count toward your numbers for 2020. It may be hard to imagine, but summer turns to...

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Have you been approached by a Realtor?

 

I have clients reporting back that they are having Realtors calling them out of the blue, asking if they will take their referrals. Yes, Realtors are calling mortgage professionals asking if they will take and close their deals is happening on a regular basis. This is not an unusual phenomenon,...

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