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Strategies

Once Upon a Mortgage: Building Relationships Through Storytelling

If New York City is the finance hub and Paris is the fashion capital, then Los Angeles is undeniably the epicenter of storytelling. Whether ...

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Each borrowers is on their own Hero’s Journey, and loan officers must provide valuable aid to them along the way to make the experience memorable and worth telling others about.

September 2024

Shopping for a Home Loan: A Consistently Inconsistent Experience

One day while sitting at a quaint cafe in Italy, I noticed a husband and wife walk in. He was excited to order an ...

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How can mortgage lenders franchise their models to provide consistency with better economic outcomes?

September 2024

Strategies

Why Taking Time Off is Vital to Long-Term Sustainability

“Almost everything will work again if you unplug it for a few minutes, including you.” American writer Anne Lamott’s quote underscores a truth often ...

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Mortgage leaders need to be willing to focus on our own mental and physical health to provide impactful leadership for the health of our organizations.

August 2024

Overcome Mortgage Miscues Like an Olympic Champion

Imagine training your whole life to compete at the Olympic level, finally achieving that goal, then showing up at the wrong venue on the ...

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How can lenders and loan officers protect against referral fallout when miscues happen?

August 2024

Strategies

Win the Coming Battle for the Purchase Money Market

A business referral partnership takes years to build. It takes time to establish trust, which is the bedrock of a good relationship. When trust ...

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An increase in purchase-money business that comes as a result of falling rates will NOT help all lenders.

July 2024

Shark Proof Your Business for the Next Refi Wave

I had a near-death experience once that I’ll never forget. Of all the places one could end up after college, I somehow found myself ...

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How can mortgage lenders shark proof their business and make sure they catch the next refinance wave?

July 2024

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Article Library

Once Upon a Mortgage: Building Relationships Through Storytelling

Shopping for a Home Loan: A Consistently Inconsistent Experience

Why Taking Time Off is Vital to Long-Term Sustainability

Overcome Mortgage Miscues Like an Olympic Champion

Win the Coming Battle for the Purchase Money Market

Shark Proof Your Business for the Next Refi Wave

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