As mortgage professionals, we are no strangers to fear. Fear of rejection, fear of failure, fear of market uncertainty, fear of being left behind in the ever-changing landscape of our industry. Most of us would rather avoid it altogether…but what …

The Fear Factor: How to Overcome Doubt and Become a More Confident Mortgage Advisor Read more »

The holidays are here and, unfortunately, most originators are about to waste money on client gifts no one will remember.  We’ve all seen them pop up in our offices: oversized baskets, branded junk, or worse, something generic that screams, “I …

Holiday Gifting for Loan Officers: How to Stand Out and Stay Top of Mind with Clients Read more »

Running a mortgage business isn’t easy. Between bringing in new business, keeping up with loan products, and getting your clients to the closing table, it can feel like you’re always playing catch-up.  The secret to scaling and giving yourself time …

How to Hire Right for the First Time: A Guide for Mortgage Managers and Team Leaders Read more »

As a mortgage originator, your day is often a whirlwind of client requests, lender meetings, and administrative work, leaving you overwhelmed and stretched thin. It’s common to feel like you must be everything to everyone—saying “yes” to every new opportunity, …

Mastering the Art of Saying “No” for Mortgage Originators: Unlock the Power of Boundaries to Achieve Greater Success Read more »

All originators are facing some insurmountable challenges today: stubborn rates, competition from all sides, and a shifting market that’s keeping our pipelines leaner than ever.  Building a sustainable referral network, managing your time effectively, and staying ahead of market trends …

October Live Events: Learn How to Build a Referral Network Without Realtors and Master Execution Read more »

After nearly two years of elevated mortgage rates, the market is finally shifting in a direction that benefits homeowners and mortgage originators alike. Rates are dropping, and it’s estimated as many as five million refinance opportunities will be uncovered. Many …

Refi Gold Rush: How Top-Producing Loan Officers Prioritize Their Clients When Rates Drop Read more »