by Cyndi Garza | Sep 18, 2020 | Uncategorized
I was recently on a call with a loan officer who stated that his clients don’t like technology. He is from a small town, and despite writing about 300 units per year, he accommodates most of his clients with paper documents and in-person meetings to help them complete...
by Cyndi Garza | Sep 14, 2020 | Uncategorized
Hello Loan Officers, and happy September! It is hard to believe that we are in the tail-end of summer and that fall is rapidly approaching. We are officially nearing the end of the year, but our industry is not slowing down yet. In fact, many of you are experiencing...
by Cyndi Garza | Sep 4, 2020 | Uncategorized
Loan Officers, I don't need to tell you that we are in a busy season. The mortgage industry has never been so saturated with business, and many of you are excited about the challenge. But with many new clients comes the managing of their expectations as well. This is...
by KarenDeis | Jul 28, 2020 | Uncategorized
Written by: Jillayne Schlicke is CEO of CE Forward, Inc. and the Executive Director of the National Association of Mortgage Fiduciaries. Real estate agents ought to consider best practices with regard to “advertising,” which can include posting about rates on social...
by KarenDeis | Jun 30, 2020 | Managing Your Business, Uncategorized
Contributed By: Cyndi Garza, is a leader, owner of multiple businesses, speaker, trainer, and executive coach. Cyndi's coaching career began when she joined a national mortgage firm to build a sales team in Michigan, which at the time was non-existent. She...
by KarenDeis | Aug 13, 2019 | Management Articles, Managing Your Business, Uncategorized
What you will learn: Traits of a good mortgage company manager Information from Facebook poll I asked this question on Facebook: In regard to your manager, what traits do you admire most? Here are the responses: They listen They back you up They don’t...
