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28 Things to Do If You Change Mortgage Companies

28 Things to Do If You Change Mortgage Companies

by KarenDeis | Nov 13, 2018 | Interview, Managing Your Business, Personal Development

Have you ever changed mortgage companies and made yourself crazy by trying to remember the things you need to do to make sure you have all your bases covered, and everyone knows that you are now working for another mortgage company? Before you change companies, here’s...
Understanding How Blockchain Technology Works in the Mortgage Industry

Understanding How Blockchain Technology Works in the Mortgage Industry

by KarenDeis | Oct 23, 2018 | Business Planning, Managing Your Business

Written By: Debbie Hoffman, CEO & Founder, Symmetry Blockchain Advisors, Inc. [email protected] When the words “blockchain technology” come up in conversation, often the immediate thought is one of a complex, difficult concept that would be...
What to Consider When Hiring Your First Assistant

What to Consider When Hiring Your First Assistant

by KarenDeis | Oct 1, 2018 | Business Planning, Managing Your Business

I recently took a poll on my social media with responses from loan officers who have been there—done that—when it comes to hiring their first assistant.  You may not need an assistant now, but keep this article in case your plans are to hire one in the future.  DISC...
No-Cost Ways to Learn About the Mortgage Business: Why In-House Training Is Not Enough!

No-Cost Ways to Learn About the Mortgage Business: Why In-House Training Is Not Enough!

by KarenDeis | Jul 24, 2018 | Business Planning, Managing Your Business, Personal Development

What you will learn: Why you need to take control of your own training Why in-house training is not enough Nine training resources in your own back yard Have you ever heard these words: "Come to work for us  ̶ we provide training"? Maybe you are new to the mortgage...
33 Questions to Ask When Hiring a Mortgage Loan Processor

33 Questions to Ask When Hiring a Mortgage Loan Processor

by KarenDeis | Jul 20, 2016 | Managing Your Business

Written By: Karen Deis, Publisher Someone asked me the other day if I had a list of questions to ask when hiring a processor. I might be wrong about this, but I’m sure you've interviewed processors who you thought were going to knock it out of the park — only to find...

Do You Need to Update Your Processing Checklist?

by KarenDeis | Feb 20, 2016 | Managing Your Business

Written By: Karen Deis, Publisher I recently read a post on my Facebook page by a loan officer mentioning that she had hired a brand new processor. However, when she reviewed her Processor Checklist, she noticed that it had not been updated in a while, and asked if...
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