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Articles about Referrals


Residential | June 2008 
Speak Your Way to Referrals
Today’s market is challenging for real estate and mortgage professionals alike. As a broker, you must determine ways that will help you survive and close more loans. One of the best ways ...
By Tim Davis, sales and marketing speaker, coach and author, The Originators Guide

Residential | April 2008 
Keep Business Booming
The mortgage business is not for the weak-in-the-knees or for the underskilled. It takes more than a positive attitude to thrive today. A great attitude will not compensate for a lack of skills or a...
By Bill Sparkman, creator, Circle of Champions

Residential | April 2008 
5 Tips for Hosting a Seminar
Anyone who has been in the mortgage industry for even a short time has likely attended a seminar. Perhaps you’ve even let others use your office to host their seminars. But for various reasons, many...
By Ed Craine, CEO, Smith Craine Finance

Residential | March 2008 
Say Yes to Help
As mortgage professionals, we’re tested in more ways than one. Many of our products have disappeared, a number of our lenders have closed their doors and we’ve taken quite a beating from the press. ...
By Dr. Ivan Misner, founder and chairman, BNI

Residential | February 2008 
Make It a Policy to Sell
We are facing one of the most-challenging times in the history of the mortgage industry. A lack of steady business, lenders exiting the business and increased congressional scrutiny are all having a...
By Don Caiati, managing partner, Caiati Financial Services LLC

Residential | January 2008 
Past Customers = New Business
There’s a theory that it costs seven times more to acquire a new customer than it does to retain an existing one. That is, once a company has done business with a customer, it doesn’t take that much...
By Ben April, president and co-founder, Mortgage Returns

Residential | January 2008 
Track Your Relationships
Customer-relationship management (CRM) is a broad term for the tools an organization uses to manage its customers, contacts and vendors, as well as its internal and external processes. The key purpo...
By Zagros A. Bigvand, founder and CEO,

Residential | November 2009 
How to Grow Your Network
For a number of people, their first sales experience comes as a Boy Scout or Girl Scout. It often includes selling greeting cards, coupon books or cookies -- and the top salespeople typically receiv...
By Rich Randall, founding partner,

Residential | November 2009 
The Secret to Building Business in a Downturn
In the past, when the mortgage market slowed down, business often returned to mortgage brokers because of falling interest rates or past clients looking for new loans. So where are those clients now...
By Ken Taylor, president , Ken Taylor & Associates Inc.

Commercial | September 2009 
Reach Out for Referrals
While trying to refinance current and past clients, some commercial mortgage brokers have lost sight of one of the best sources for new business: referral partners. Real estate agents and builder...
By Ken Taylor, president , Ken Taylor & Associates Inc.

Residential | August 2009 
The Weight of the Web
It's no secret that today's homebuyers often begin their search for a mortgage broker online. Brokers, therefore, should understand not only how to create a Web presence but also how to maximize tha...
By Jerry Rouleau, owner, J. Rouleau & Associates LLC

Residential | July 2009 
What to Ask of Your Insurance Partner
Referral partnerships are invaluable for a number of reasons -- most notably, for the additional business they can provide. But when it comes to mortgage brokers' partnerships with insurance agents,...
By Steve Brooks, president, B&B Premier Insurance Solutions Inc.

Residential | December 2014 
Selling Wealth Creation
Financial planners could be your biggest and best source of mortgage business. Tens of millions of wage-earning Americans desperately need professional wealth-creation and debt-management products an...
By Bill Early, speaker and consultant,

Residential | March 2009 
Creating Referrals in a Bear Market
Almost all mortgage pro- fessionals understand the value of referrals, especially referrals that come from influential sources such as financial advisers and certified public accountants (CPAs). Ear...
By Leon LaBrecque, managing partner and founder , LJPR LLC

Residential | February 2009 
What to Consider When Branching Out
The time is right for even  the most-seasoned mortgage brokers among us to ask ourselves some tough questions. This can evaluate where we stand in our careers and where we are headed. Fo...
By Brent White , vice president of branch development, NetMore America Inc.; and Bob Patterson, vice president of branch development, NetMore America Inc.


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