The Myth of the Closing Gift
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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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Why Loan Officers Should Partner with Financial Advisors

We talk a lot about realtor referral partners for loan officers. But real estate agents aren’t the only people that make great partners for us in this industry. Have you considered partnering with financial advisors? I’ll be honest. I hadn’t. Not until my friend Todd Ballenger gave me the inside scoop on how to work…

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What Your “About Me” Page and Social Media Profile Say About You As a Loan Officer

You never get a second chance to make a first impression. You’ve heard that line before, right? And it’s true. Sure, you might get the opportunity to make a second impression, but that first impression happens once and only once.  As a loan officer, where are you most likely to make a first impression? Well,…

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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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These 3 Simple Sentences Will Set Your Worried Client’s Mind at Ease

What if I told you I had a short, sweet, and simple script that will most likely bring you more success and help you close more loans than any other one thing you could do? Would you want me to share it with you? It would be my pleasure. This script is so simple, so…

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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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How to Use the Focus 40 Tracker for Your Realtor Referral Partners

Would you like a list of 40 rockstar realtors who are going to send you consistent referrals all year long? All it takes is 3 Excel spreadsheets and 12 weeks of hard (but fun) work. How does that sound? Pretty cool, right? In my last post, I shared how my friend Kristen Simpson and I…

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What Loan Officers Can Do When They’re Faced with Rising Rates

Oh no! The sky is falling! Meteors are crashing to earth! And, oh yeah, rates are rising a little bit.  The word on the street is that it’s going to be a rough year, so buckle up.  I’ll be honest. It’s kind of funny to me that everyone’s talking about these “high” rates. High? Sure,…

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How to Use the Focus 40 Tracker for Your Realtor Referral Partners

Would you like a list of 40 rockstar realtors who are going to send you consistent referrals all year long? All it takes is 3 Excel spreadsheets and 12 weeks of hard (but fun) work. How does that sound? Pretty cool, right? In my last post, I shared how my friend Kristen Simpson and I…