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Articles about Referrals

 

Residential | July 2016 
Do You See Points of Distress?
A nationwide decline in foreclosures and a diminishing number of underwater homeowners is obviously good news for the country and its housing market. For mortgage originators who specialize in distres...
By Amy Bergseth, vice president of operations, Exceleras LLC

Residential | June 2016 
Help Your Clients Avoid Insurance Pitfalls
Unless your clients are going to purchase a home without a loan, they will need to obtain homeowners insurance. Finding the right home insurance is a vital step in every homebuyer’s journey....
By Matt Naimoli, partner, G&N Insurance; and Zack Gould, partner, G&N Insurance

Residential | April 2016 
Ensure Customer Loyalty by Making Smart Referrals
Homeowners insurance is an important part of home protection that homebuyers need to consider. Although estimates vary, a large percentage of American homes — up to two-thirds — ar...
By Matt Naimoli, partner, G&N Insurance; and Zack Gould, partner, G&N Insurance

Residential | April 2016 
Make the Perfect Match for Your Borrowers
Everyone in the mortgage industry has heard it: The millennials are coming. This is the generation of 80 million individuals born between 1980 and 2000, but unlike the baby-boomer genera...
By Becky Walzak, president and CEO, rjbWalzak Consulting Inc.

Residential | April 2016 
Step Toward Success
As 2016 continues to unfold, people across the country are obsessed with getting in 10,000-plus steps each day to meet their fitness goals. That challenge is in front of them all day, displayed on the...
By John Meussner, production manager and executive loan officer, Mason-McDuffie Mortgage

Residential | March 2016 
Heed the Golden Rule of Service
A business traveler arrives at the gate early for his flight home and decides that he needs a shoeshine. He takes a seat at a nearby shoeshine stand. “Are you in a rush?” the owner o...
By Todd Duncan, founder, The Duncan Group

Residential | February 2016 
Find the Formula for Success
The mortgage industry is a delicate science. Finding the right mix of products, clients, lenders and referral partners is never easy — and it’s arguably never been tougher than in today’s environment ...
By Nathan Rufty, mortgage coach and trainer, Mortgage Marketing Pros

Residential | December 2015 
Go on the Offensive
The simple strategy for winning a football game is to score more points than your opponent. The key to scoring points is to remain on offense. The more offense you play, the more points you score. The...
By Doug Smith, president, Douglas Smith & Associates

Residential | March 2015 
Give Your Business a Shot in the Arm
Some mortgage brokers and bankers search endlessly for a single, new way to generate more closed loans each month. The bottom line, however, is that there isn’t a single best way to generate business....
By Brian Sacks, mortgage loan originator, HomeBridge Financial Services Inc.

Residential | March 2015 
Digging Deep With Financial Advisers
Becoming a go-to resource for financial advisers may not be easy, but it can be highly lucrative in terms of building a solid referral network. And, as many mortgage brokers and bankers already know, ...
By Jeff Trevarthen, broker/owner, Veritas Mortgage

Residential | October 2003 
Are You Prepared for the Post Refi Boom?
One thing is for sure with the recent shift in the market, regarding interest rates, the next few months will surely be a “boom” for some loan originators and a “bust” for others.  I expect 30-35% of ...
By Bill Sparkman, creator, Circle of Champions

Residential | October 2003 
The Gifts that Keep on Giving
“It’s better to give than to receive.”  In social situations, giving leads to a warm, fuzzy feeling.  But this philosophy is also an exceptional tool in creating referrals for mortgage brokers.  The w...
By Peter Chernin, President and CEO, TOAST

Residential | January 2003 
The Broker’s Corner: Targeting the Offices
Editor’s Note: The following article is an excerpt from Blair Hanson’s book, The Step By Step Guide to Creating Real Estate Agent Relationships.  It was written to train loan officers in effective tec...
By Blair Hanson, NW District Manager, Downey Wholesale

Residential | May 2004 
Assume the Close!
Do you have trouble getting a referral from a client with a loan in process?  Do you frequently hear the following: “If I hear of someone, I will let you know.  You were great!” and yet, get no refe...
By Brian L. Peart, president, Nexus Financial Group Inc.

Commercial | November 2005 
Expand Your Horizons
Interested in developing a big pipeline of steady business? In a previous issue of Scotsman Guide, I wrote about the power of augmenting your business by adding equipment financing to your portfoli...
By Joel Burroughs, branch-office-development manager, Innovative Lease Services Inc.

 
 

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