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Take Control and Innovate: How to Stop Losing Time to Outdated Systems and Draining Processes

Take Control and Innovate: How to Stop Losing Time to Outdated Systems and Draining Processes

by Cyndi Garza | Sep 18, 2020 | Uncategorized

I was recently on a call with a loan officer who stated that his clients don’t like technology. He is from a small town, and despite writing about 300 units per year, he accommodates most of his clients with paper documents and in-person meetings to help them complete...
Do You Know the 9 Confusing Issues Your Mortgage Clients Don’t Understand?

Do You Know the 9 Confusing Issues Your Mortgage Clients Don’t Understand?

by KarenDeis | Feb 25, 2020 | Client Advisor, Managing Your Business

I recently viewed a video with Frank and Brian, the National Real Estate Report, and they listed the top 9 confusing issues that your mortgage clients (and even real estate agents) don’t understand when going through the mortgage process. I’m betting that the order of...

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