Past Articles
Do You Know the 9 Confusing Issues Your Mortgage Clients Don’t Understand?
I recently viewed a video with Frank and Brian, the National Real Estate Report, and they listed the top 9 confusing issues that your mortgage clients (and even real estate agents) don’t understand when going through the mortgage process. I’m betting that the order of...
Realtor® Done4U Article: How to Help Your Sellers Prepare for an Appraisal
I want to begin by stating that not all homes that you sell will require an appraisal. Some of them will qualify for the automated appraisal as determined by the lender. But when homes were selling like hotcakes, the property appraisal was one of the major hurdles...
43 Presentations Topics to Use When You Are Asked to Give a 30-Minute Talk to Real Estate Agents
Question: If you were asked to give a 30-minute talk to a group of real estate agents, with very little prep time, what would you talk about? We recently asked this question and over 200 loan officers responded. So, we are sharing the top 43 (some duplicate...
Client Done4U Article: Why You Need to Monitor Your Online Identity
A recent survey confirmed that at least 70% of companies said that they have made a decision NOT to hire a job applicant based on something they found on social media sites or Google. On the other side of the coin, a higher percentage of employees are losing their...
Realtor® Done4U Article: Out-of-Office Auto Responders: Do You Make These Mistakes?
When I send out an email around the holidays, I get more than usual “Out-of-Office Auto Reply” messages. Usually I ignore them, but I decided to read some of them. (At this point you might be saying to yourself – get a life”.) So after reading a ton of out-of-office...
Why a Printed Closing Booklet Is an Awesome Follow-Up Strategy
Before you say anything, yes, I am proposing that one of your marketing strategies be creating a “printed copy” of a closing book to send to clients 30 days after they close their loan with you. You may feel that an electronic version would be easier—and I agree with...
Client Done4U Article: How to Get Rid of “You Are Pre-Approved” Phone Calls & Junk Mail Using Pre-Screened Opt Out!
Do you get junk mail from other mortgage companies, insurance agents, credit card companies and car dealers with ads telling you that you have already been pre-approved to do business with them? Well, let me tell you why! Credit bureaus make a ton of money selling...
How to Stop Your Clients from Being Solicited by Your Competitors
Did you know that the minute (well, maybe not the minute, but close enough) that you close that loan, credit card companies, insurance agents and OTHER mortgage companies are buying a pre-screened credit list from the credit bureau? Which means, your new clients will...
What You Can Learn from a Furniture Salesperson!
I have been shopping for end tables. I went (and dragged my husband) to at least a dozen furniture stores. Out of the dozen or so stores, I gave my contact information to six salespeople and asked them to follow up with pricing and availability. Here’s the thing…they...