How Loan Officers Can Partner With the Right Agents

What if a loan officer is calling agents, using scripts, meeting them for coffee, and following up, but they’re not getting anywhere? What’s the number one reason they’re not getting referrals from those people?  My good friend, Richard Smith, says they’re probably talking to the wrong agents. I agree with him 100%. So, how do …

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How Loan Officers Can Ramp Up Their Business This Year

My friend Cindy Ertman is a self-proclaimed Beach Girl located in Manhattan Beach, California. She’s been in the mortgage industry for 32 years, and I sat down with her recently to ask her what loan officers should be doing to ramp up this year.  Cindy decided very early on in her loan officer career that …

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Loan Officers: Avoid Distractions In Your Mortgage Business

Distractions, shiny whistles, creative avoidance. Whatever you choose to call it, I’m pretty sure all of the loan officers I know are prone to it. Actually, I’m pretty sure all salespeople are. Heck, all humans are. Not only are we easily distracted; I’m convinced we often go looking for distractions.  Here’s the deal: new, shiny …

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How to Close More Loans with ONE Simple Tool You Already Own

There’s not some big secret way to make more money as a loan officer. We already have everything we need. We know what works. We just don’t do it. Why not? I’ll tell you. Trying Everything But the ONE Thing I see loan officers making so much effort, doing so much work, all so they …

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How to Be a Successful Loan Officer In Just Four Days a Week

A while back, I was hanging out with some fellow loan officers. As we chatted, we realized we shared some great strategies in common. We took the best of the best of everyone’s scripts, and what did we come up with? The perfect structure for a week in the life of a loan superstar. It’s …

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The 4 Processes Every Loan Officer Should Master

What exactly does a Loan Officer do? Put simply, a Loan Officer’s job is to make the phone ring. As successful Loan Officers, we bring in the business and our team helps us by taking applications through the closing process – while we go out and sell, sell, sell! Whether you’re a Loan Officer, Mortgage …

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