Past Articles

Client Done4U – Are Tax-Refund Advances Good or Bad?

Client Done4U – Are Tax-Refund Advances Good or Bad?

Did you know that if you claim an “Earned Income Credit” or an “Additional Child Tax Credit,” the IRS can delay your refund?  The delay was created to combat tax-refund fraud.  So, your refund is delayed until they check you out!  That’s one of the reasons that tax...

Who is Your Customer?

Who is Your Customer?

What you will learn: Learn how to clearly describe your mortgage company’s mission/niche market  Why you need to analyze the type of client/loan type that make up a majority of your business  How the analysis will help you with your marketing strategies. Two...

Facebook Posts to Engage with Real Estate Agents

Facebook Posts to Engage with Real Estate Agents

What you will learn: Facebook posts targeting real estate agents Copy and paste posts Reasons for posting/commenting This is the second article with Facebook posts for real estate agents that not only are guaranteed to get comments, but also may be a way to connect...

Understanding What Keeps Mortgage Clients Up at Night

Understanding What Keeps Mortgage Clients Up at Night

Companies and loan officers spend a lot of money creating a brand.  They talk about loan programs.  Awards won.  Testimonials.  Work on getting LIKES on Facebook and followers on LinkedIn. However, companies tend to SELL solutions to EXTERNAL problems—but customers...