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CX

Recipe for Success in 2025: LO Behaviors Proven to Generate Referrals

My wife mentioned to me the other day that there was some pudding in the fridge with my name on it. Now, most people ...
Full Article
MortgageCX borrower comments submitted this year show beyond a doubt that “the proof is in the pudding.”
December 2024
Strategies

Insights Gleaned from Mortgage Industry Events for a Prosperous 2025

“I think it’s true That we’ve all been through some nasty weather Let’s understand that we’re here To handle things together.” It may seem ...
Full Article
Mortgage lenders taking bold, decisive action to reshape their future are positioning themselves to thrive in 2025 and beyond.
November 2024
CX

How LOs Are Using Soft Skills to Stay a Step Ahead of AI

Yesterday, I woke up to a low, rolling rumble. It was the laundry kicking on from a timer my wife had set. Then I ...
Full Article
How can mortgage loan officers develop and maximize their invaluable “soft skills?
October 2024
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 ...
Full Article
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
CX

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 ...
Full Article
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 ...
Full Article
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

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