Recent Articles
Creating an Awesome Client Experience
Written By: Karen Deis, Publisher I had a doctor’s appointment last week. Have you noticed recently how the patient “experience” has changed? My appointment was at 8:30 am. I signed in, my insurance card was scanned and I barely sat down when the nurse came out to the...
33 Questions to Ask When Hiring a Mortgage Loan Processor
Written By: Karen Deis, Publisher Someone asked me the other day if I had a list of questions to ask when hiring a processor. I might be wrong about this, but I’m sure you've interviewed processors who you thought were going to knock it out of the park — only to find...
Realtor® Articles/Newsletter – July/August 2016
If you are looking for an easy way to email the done-4-you articles to your real estate agent database, check out ProAssistMarketing.com. The template can be personalized with your picture, logo and signature, but the cool part is that it keeps track of who opened...
U.S. Census Bureau Report – Characteristics of New, Single Family Homes 2015
Written By: Karen Deis, Publisher Regardless if you work with builders or new construction loans, this is good-to-know information from the US Census Bureau on the types of homes being built over the past few years. 2015 is the most recent year, but gives you an...
Reg Z Advertising Rule Reminders
Written By: Karen Deis, Publisher Back in October 2009, there was a major overhaul to the mortgage advertising rules for closed-end mortgages, secured by a 1-4 family home. However, it seems that lenders (and real estate agents) continue to run ads that violate the...
Realtor® Articles/Newsletter – July/August 2016
If you are looking for an easy way to email the done-4-you articles to your real estate agent database, check out ProAssistMarketing.com. The template can be personalized with your picture, logo and signature, but the cool part is that it keeps track of who opened...
Client Articles/Newsletter – June/July 2016
Subscribers will find four 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...
How to Create Marketing & Advertising that Is Fair Housing Compliant
Written By: Tammy Butler, Founder, FairLendingDiversity.com Marketing in general is tough, but when you combine marketing with Fair Lending compliance, it gets even tougher. If you’ve been reading my work for a period of time, you know I love checklists. We have...
Who Should Be on Your Personal Advisory Board
Written By: Karen Deis, Publisher Regardless if you work for a bank, net branch or a mortgage broker, a mortgage company – you are technically “self-employed.” After all, it’s YOU who develop those Realtor® relationships. It’s YOU who return the phone calls. It’s YOU...