Past Articles
5 Different Ways to Hold Title to Real Property
Written By: Karen Deis, Publisher Recently, a couple of our subscribers asked if we had a document that they could give to their clients, prospects and real estate agents on the different ways people can hold title on “real property”. So, we’ve created a document you...
Client Articles/Newsletter – Feb./March 2017
Subscribers will find three articles in this issue. Email one article every other week and then download the written newsletter version and send in the mail, too (just in case you don’t have email addresses or the email goes into your client’s spam folder). Article...
Using the Internet to Make Personal Connections – The About Us/Me Pages On Websites and Social Media!
Written By: Karen Deis, Publisher Have you ever visited a website page, wanting to find out more information about the company or the person you are trying to reach — to find you can only view their picture, phone number and email address? Or “company info” that only...
Answering Consumer/Clients Routine Questions
Written By: Karen Deis, Publisher Think about the phone calls that you get day in and day out. I’ll bet that you basically get the same ones over and over again. Read 12 routine questions from rate shoppers, prospects and/or borrowers who already have their loan in...
Creating an Awesome Client Experience! Office Makeover Checklist Included!
Co-Authored By: David Kuiper (NorthPointe Bank, Holland, Michigan) & Karen Deis, Publisher The best loan officers are not competing on loan programs or customer service alone — everyone does that. The way for you to compete is by providing an awesome customer...
Client Articles/Newsletter – Feb./March 2017
Subscribers will find three articles in this issue. Email one article every other week and then download the written newsletter version and send in the mail, too (just in case you don’t have email addresses or the email goes into your client’s spam folder). Article...
Awesome Real Estate Agent Rules of Conduct Agreement
Written By: Karen Deis, Publisher I know that some loan officers may want to do business with top real estate agents, but let’s face it (based on my experience), some of them are “divas” and can be a pain in the butt. And I also know that in order to get leads from...
How to Respond When Someone Complains!
Written By: Karen Deis, Publisher Here it comes! You know you’ve screwed up and your client is on the phone (or in your office) complaining. The real estate agent just went ballistic on you. Your processor is upset because you forgot to follow up with the client....
How to Coach Realtors to Recommend You!
Written By: Karen Deis, Publisher Has this happened to you? The real estate agent, who refers a ton of clients to you, called to let you know that they are working with a buyer who has already been pre-approved by another mortgage company. The real estate agent loves...