Recent Articles

Even in times when real estate was booming, when homes were selling like hotcakes, the property appraisal was one of the major hurdles for sellers, buyers and lenders. While the actual appraisal inspection may only take an hour or so, the appraiser must still go back...

To file a tax return on behalf of a client the preparer needs a federal Preparer Tax Identification Number (PTIN). To represent a client to the IRS they also need to be an enrolled agent, CPA, or attorney.  But, even if they are registered and have a PTIN number, it...

If you’re like most people, you view buying or selling a home with a mixture of fear and anticipation. It’s an exciting, emotional time as you move forward to a new chapter in your life. With so much going on, it’s not unusual that most people feel a bit overwhelmed...

Are your clients really protected with their homeowner’s insurance coverage? There are many horror stories out there after a catastrophic event where people were not covered. Many people do not understand what is covered in their policy.   In fact, a National...

1. Gain an understanding of how they conduct their business Ask questions about… Their best marketing strategies. How they prefer to be referred and what makes them stand out. Their methods for “wowing” their customers. What matters most to them about their referral...

How to make people instantly think of you when they hear the words "loan" or "real estate"... Keeping in touch with past clients, friends, family, and service providers is one of the more successful ways to make sure that when people hear the word “loan or real...

Promoting yourself is one thing. Getting leads is another, completely different animal. Are you spending hours on your social media site? Are you spending big bucks to keep your website up to date? Or are you spending a lot of time (and even more money) preparing...

Controlling your time is a huge challenge when being a loan officer. Constant telephone calls from everyone involved including the buyers and agents in the real estate transaction. Taking care of last-minute closing details. They can be real “time suckers,” but you...

As a commissioned loan officer, the reality is that every morning you wake up, you’re broke! You start each day at ZERO dollars in your wallet until you find a way to bring business in the door and (this is important) get those loans closed. Building an awesome...