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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
CX

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 ...
Full Article
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 ...
Full Article
An increase in purchase-money business that comes as a result of falling rates will NOT help all lenders.
July 2024

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