by KarenDeis | Nov 19, 2019 | Business Planning
Here’s what you will learn: Why leads are the lifeblood of your mortgage business Why using a CRM is not a good marketing plan 8 Easy steps to consistently follow up on leads Here’s my story: I was recently thinking about purchasing a vacation home in a resort area. ...
by KarenDeis | Nov 5, 2019 | Working with Realtors®
What you will learn: How to create business planning sessions with real estate agents Download “Realtor Business Planning Document” It just seems like a year goes so quickly and it’s time to start business planning all over again. Many loan officers hold a group...
by KarenDeis | Sep 24, 2019 | Done4You Realtor
An all-new Realtor® Done-4-U article! Ways to use the content: Use in email marketing – even if your company has its own CRM, you can copy and paste within the body of the email. Post an article on your social media pages (FB, LinkedIn, Instagram, Blog). Use as a...
by KarenDeis | Sep 24, 2019 | Business Planning
It’s usually either boom or bust when you are in the mortgage business. You are either working from 6 am to midnight. Or you are wondering where your next loan will come from. So, here are 29 things to do if/when your business slows down: 1. Grow your email list 2....
by KarenDeis | Aug 6, 2019 | Business Planning
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...
