presentation: New Blog Started
- 01/08/08 02:44 AM
Hi Everyone! I wanted to give you all a quick update on my blogging world. Even though I love the AR community, I was asked by a couple of people within the industry to start a secondary blog about Loan Officer Training. So, I have started the Loan Officer Marketing and Sales Tips blog. If that link doesn't work, you can try www.LOTrainer.com. I look forward to all of your comments and ideas, and I will update you all when I update that blog (Typically Monday, Wednesday, and Thursday). I hope everyone is having a fantastic beginning to 2008! … (2 comments)
presentation: Getting Into Home Improvements with Your Client
- 12/26/07 03:19 PM
Over the past couple of years, equity has been extremely accessible to our clients. Times in our industry are changing with regard to guidelines and lending ability. However, that shouldn't distract your from creating a relationship with your refinance clientele. I have touched on the refinance with debt consolidation clients in my previous post, and I would like to touch on the refinance with Home Improvements clientele as well for this post. These clients are just like any other refinance client where they are looking for the loan program that fits their needs and overall goals. They might superficially want the best … (0 comments)
presentation: Questions For A Client: Refinance With Debt Consolidation
- 12/20/07 10:07 AM
If you haven't read "Phase 1: Your First Contact With A Client" then please feel free to do so prior to reading this post which is an extension of the first contact.I briefly mentioned that the first contact with your client should be a relationship building experience. You should be getting to know your client, and your client should be getting to understand that you care about him/her.With that being said, we have to remember that relationships aren't built on standardized questions from a blank paper (or Calyx Point 1003). Relationships and trust between two individuals are built with the sharing … (0 comments)
presentation: Phase 1: First Contact with Your Client
- 12/14/07 11:05 AM
Whether your client has called in, submitted something on the internet in the form of a paper lead, or is a referral they all want to know two things: rate and payment. Right? It's our job in the mortgage banking and loan origination industry to shift our client's focus from rate to service and benefit, and it all starts with the first contact. How many of your battle with your client to give up an application in the first phone call? I am assuming quite a few (unless you have been listening to David Bartels in action). Let's flip it for a second: If … (2 comments)
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