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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Making the case for quality!

quality vs quantity Aug 13, 2020
 

Our industry has always leaned harder on quantity than quality. It has only been recently inside the confines of social media that some originators have taken the “Five Star Review” as serious and their units and dollar volume. With the huge amount of demand for loans, some have...

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How much do you like ice cream?

 

Why is it that some people close 5 or 10 loans a month and look frazzled, exhausted, and on the verge of a breakdown; and others close the same number of units or more, and make it look effortless? I know most of you are going to say, they have an assistant, or a better processor, or stronger...

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Is it fair to compare?

competing the numbers Jul 30, 2020
 

Many of the conversations we are having in our business lately has focused around production, opportunities, closings, dollar volume, loan sizes, loan products, timelines, and the quality of the experience for the customer. I also think we need to think about including the quality of the...

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Abundance of Opportunities!

 

If you aren’t doing business now, it isn’t because of a lack of opportunities. Numbers coming out from every direction are supporting both huge numbers of purchase loans and refinances for everyone to convert into closed transactions. And the numbers aren’t just in one sector,...

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