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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…

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5 Things You May Need to Change to Get Even Better Results Going Forward

There’s never a bad time for reflection, to evaluate the things you’re doing as a loan officer and see if you’re doing your absolute best. Is there anything you could change that would give you even better results in the year ahead? I made a list of five reflection questions to ask yourself. These are…

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Business Planning 101 for Loan Officers in 2022

Every January, everyone’s got this list of New Year’s resolutions for how the coming year is going to be different and better. But how do we actually come up with what we want to do? Is there a particular formula or loan officer strategy we should be following when we plan out the year? I…

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Automate Lead Generation Opportunities with One Powerful Tool

If I told you I had a ninja tool that would automatically send you notifications when someone was thinking about buying a house, would you want to hear more about it? I know I would. Even the most successful, hardworking loan officers could benefit from a few slam dunks falling into their laps via a…