December 13, 2024
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ATLAS INSIGHTS
Business & Life Boosters
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 »
2025 is fast approaching, and the key to success in the coming year is not getting lucky with rates—it’s planning. If you want to thrive, you need a strategy that’s clear, intentional, and action-oriented. Inside The Loan Atlas, we’re helping …
December Live Events: How Could 2025 Be Your Best Year in Mortgage? 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, …
Got a social media following that’s not turning into business? Or a pipeline that’s stuck? This month’s live events inside The Loan Atlas are here to change that! Every month, The Loan Atlas hosts live events that help you tackle …
November Live Events: Learn How to Turn Social Followers Into Loyal Clients Read More »
In any business, the difference between winning and losing is often found in your systems. Without a reliable, repeatable system, you’re constantly reacting, putting out fires, and scrambling to fix problems that could have been avoided in the first place. …
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 …
When was the last time you bought something without checking the reviews first? It doesn’t matter if it’s a new restaurant, an online course, or a home loan. Online reviews have become one of the most powerful forms of social …
How to Turn Online Reviews Into a Never-Ending Stream of Leads 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 »
Change is constant in our mortgage businesses. Those of us who have been in the industry for a while have seen some significant changes: HOEPA and Section 32 loans, TRID, Dodd-Frank, etc. Change is a regular dynamic in our industry. …
Top Strategies for Mortgage Originators to Navigate the NAR Settlement Challenges Read More »
The career of a mortgage originator is a daunting journey, and the list of knowledge and skills a loan officer has to master just to be competitive in the mortgage business is long and grueling. You have to understand the …
8 Disciplines of Origination Mastery: The Ultimate Guide to Loan Officer Success Read More »
Connect and Cultivate Trust Successfully selling a product over a prolonged amount of time is no accident. It requires thoughtfulness, creativity, and an execution plan. Applying these principles not only brought me sustained success as a loan originator, but they …
Building Trust in Sales: A Systematic Approach for Lasting Connections Read More »
So, what is the perfect loan process? Simply put, it is the combination of core principles, proven strategies, and well-crafted scripts that translates into more clients, more referrals, and the creation of a pipeline that will continually generate business for …
Transforming Client Experiences: Mastering the Art of the Perfect Loan Process Read More »
The Change Starts with You Stress is an understandable reaction for a loan originator during a down market. I challenge you, however, to change the way you look at these tough times. Move past the obvious negatives for a minute …
Mastering the Mindset for Success in a Down Market Read More »
There’s No Better Time than Now When business is slow, the last thing you should do is remain stagnant. Times like these are the perfect opportunity to actively nurture relationships within your existing network, which will generate referrals and create …
Unlocking Opportunities: Marketing to Referrals in Times of Slow Business Read More »
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