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Articles about Referrals


Residential | November 2014 
Pipeline or Pipe Dream?
The road to a larger pipeline — more business, more referrals and more money — is paved with hard work. This includes being friendly, looking out for your clients’ best interests and not your own, mar...
By Karen Cimera, senior loan officer, Loan Star Home Lending

Residential | September 2014 
Riding the Winds of Change
Originators probably have heard enough about the harsh, cold first quarter of 2014. Admittedly, the market is still recovering from one of the worst origination slumps in years, but it is recovering...
By Robert M. Rubin, principal, The Business Loan Connection

Residential | September 2014 
Your Customers Should Come First
There’s been a historical trend in the mortgage industry of brokers and bankers spending the majority of their time chasing down real estate agents for business, and in the process spending surprisi...
By Andy W. Harris, president and owner, Vantage Mortgage Group Inc.

Residential | July 2014 
What Realtors Want
Whether you're an industry veteran or a newcomer to mortgage origination, Realtor referrals are undoubtedly a major part of your working life. And make no mistake — your business is a major aspect of ...
By Robert S. Mahaffey, owner and president, 3rd Street Financial Corp.

Residential | April 2014 
Passing Along the Good Word
Mortgage brokers and originators are typically dedicated to providing quality customer service, and if they’re not, they certainly should be. In the mortgage business, client relationships don’t end...
By Reggie Green, mortgage banker, Crossline Capital

Residential | March 2014 
Keep Your Gears Turning
Closings are an integral part of the loan process for mortgage professionals and borrowers alike. All too often, however, there’s little attention paid to this part of the process and all the intricac...
By Joe Caltabiano, senior vice president of mortgage lending, Guaranteed Rate

Residential | March 2014 
The Dangers of Commoditization
Mortgage professionals have a lot in common with insurance agents. In the simplest terms, they both provide a vast array of products, and those products are available to their clients at a price. It...
By Zachary Schneiderman, insurance agent, Granada Hills, Calif.

Residential | January 2014 
Take Charge of Your Network
Every loan officer is focused on getting the best return on investment when it comes to marketing efforts, but one key strategy is often overlooked: opening your own networking group. Imagine how mu...
By Michael Johnson, president, owner and founder, Trusted Referral Partners

Residential | December 2013 
Navigate the Market’s Shifting Waters
The mortgage industry has faced its share of stormy waters in the past five years. The global financial crisis and the bursting of the U.S. housing bubble affected every corner of the economy a...
By Leif A. Boyd, executive vice president of national production, American Pacific Mortgage

Residential | December 2013 
Finding Referrals From Realtors
Mortgage brokers and originators often spend time, money and energy looking for referral sources that can provide a steady flow of purchase leads. One viable source of such referrals is Realtor...
By Allen Beydoun, executive vice president of sales, United Wholesale Mortgage

Residential | October 2013 
Turning “Technoships” Into Personal Relationships
The recent increase in mortgage rates has left loan officers in a situation that they haven’t experienced in quite some time. Many loan officers have spent the better part of their careers in the refi...
By Ben Brashen, founder, Mortgage Mapp

Residential | September 2013 
Create a Referral Network
Many mortgage brokers and originators are looking for the same things: more leads and referrals. Getting those is another matter entirely, however, and originators all have their own preferred method ...
By Michael Johnson, president, owner and founder, Trusted Referral Partners

Commercial | September 2013 
5 Building Blocks of Marketing
Top-performing commercial mortgage brokers know that, to advance their careers, they should generate new business and grow their volume. This can’t be achieved unless they embrace changes and shifts i...
By Mark Redmond, marketing and business-development director, NZ Power Distributors

Residential | April 2012 
8 Tips for Better Business
Some of the most successful mortgage brokers and originators cite great customer service and low rates as two of the secrets of success in this industry. The problem, however, is that all clients e...
By Mark Chaffee, vice president and regional manager, Mortgage Financial Inc.

Residential | December 2012 
5 Ways to Build Client Relationships
In this age of technology, it’s more important than ever for mortgage brokers and originators to create authentic relationships with their clients. Earning clients’ trust can help you more easily guid...
By Joe Caltabiano, senior vice president of mortgage lending, Guaranteed Rate


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