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 »

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 »