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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

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

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

Strategies

Why a Refi Wave Won’t Save Every Lender and How to Prepare

Living as I do so close to the Florida shoreline, I’ve seen firsthand what a rising tide does to all boats. The philosophers are ...

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When the coming wave of mortgage refinances appears, it will be very different from the past.

June 2024

Strategies

All Hands on Deck: Action Ideas for Banks

The current downturn in overall mortgage volume has many lenders searching for ways to boost their bottom line and revive profitability. Firms with extensive ...

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