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The Myth of the Closing Gift

A woman in our Freedom Club asked for ideas for unique closing gifts recently. She wanted something universal so she didn’t have to come up with a new custom idea for each client. And she wanted something with her branding on it that would make a lasting impression. By “lasting impression,” I assume she meant

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The Perfect Plan to Implement and the Best Question to Ask

As a general rule, I don’t do clickbait blog titles, but I might have crossed the line this time. I really do have the best question to ask, but I’ve got some breaking news for you about perfect plans.  There is no perfect plan. So many of us spend our time making a plan, trying

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If You’re Grinding, You Might Be Doing It Wrong

I’ve got a short, simple, but very powerful message for you. Early in my loan officer career, I found myself working like 50, 60, 70 hours a week. And here’s the funny thing. My coworkers encouraged me to work those kinds of hours. They patted me on the back and said things like, “Hey Carl,

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7 Profit Maximizers for Your Mortgage Business

Whether you’re just opening up a mortgage branch, or you already have a high-level branch, who doesn’t want to maximize their profits? I’ve been running a branch for years and years and have one of the largest branches in the nation. I should know everything by now, right? Not even close. I recently sat down

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