Past Articles

Why You Need Your Own Pipeline Report

Why You Need Your Own Pipeline Report

What you will learn: Why you may want to keep your own pipeline report Download Sample Pipeline Report (Microsoft Excel format document) You probably use your company’s LOS to manage your own pipeline of loans in process and closed loans. So why would you want to keep...

Out of Office Auto Responders: Do You Make These Mistakes?

Out of Office Auto Responders: Do You Make These Mistakes?

What You Will Learn: Examples of Ineffective E-Mail Autoresponders Examples of Effective E-Mail Autoresponders 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...

How to Get Builders to Meet with You!

How to Get Builders to Meet with You!

Here’s what you will learn: Identifying builders to work with How to get builders to talk with you for 15 minutes Outline of what to present at the meeting Setting up an effective follow-up system This article is not about joint marketing with tract builders or...