Category Archives: Mortgage Business Tips

Jul 07
0

Top 5 Drivers to Being More Efficient in your Mortgage Business

By | Mortgage Business Tips | No Comments

Wondering why you can’t seem to experience more productive and less chaotic work days?

In interviewing hundreds of Mortgage Professionals from all over the country, from 2-year newbies to 30+ year vets, I’ve discovered that the majority of the chaos experienced stems from not having one, if not all, of the following 5 efficiency drivers in place in one’s business:

  1. Utilizing a CRM (Customer Relationship Management System).
  2. Following a specified workflow process (Perfect Loan Process).
  3. Planning out the work day ahead of time (Time management, time-blocking, to-do/task lists)
  4. Embracing technology to make my work life easier. (web-based calendars, cloud storage, Google docs, social media, video, voice broadcast, GoToMeeting.com, mass texting, etc.)
  5. Delegating low pay-off activities (Virtual Assistant, Marketing Assistant, Personal Assistant)
Jun 06
0

7 Signs That You’re Working Harder, Not Smarter

By | Mortgage Business Tips | No Comments
  1. You are not asking for referrals at least two times during the loan process.
  2. You do not have a customer relationship management system or CRM.
  3. You have not identified or do not consistently engage in two strategies, that YOU feel comfortable with in order to meet new Realtors every month.
  4. You do not have a clear business plan.
  5. You do not time-block marketing and lead generating activities weekly!
  6. You do not follow your own Perfect Loan Process.
  7. You are trying to do it ALL by yourself-No help, no Coach/Mentor, no team, no one to delegate to.