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Articles about Referrals


Residential | September 2019 
Take Stock of Your Relationships
For decades, there were clearly drawn lines in the relationships between real estate agents and mortgage originators. Twenty-five years ago, a real estate agent would receive a book of listings on a w...
By Troy Huerta, president, SRE Mortgage Solutions

Residential | August 2019 
Dust Off the Phone
Quality mortgage originators must understand the homebuyer’s psyche in today’s lending environment. With the proliferation of data accessible via the internet, borrowers will shop interest rates until...
By Dennis Black, CEO, Dennis Black and Associates

Residential | August 2019 
Star Behind the Scenes
It’s important to keep in mind that all business relationships are a two-way street. If they’re not, well … as they say — all bad deals will come to an end. In addition to being awesome at closing loa...
By Eric Tishaw, chief balloon inflator, Direct Path Coaching

Residential | June 2019 
Reach for the Clouds
We all know what happens when loans aren’t originated the right way. Regulatory penalties, lost business relationships and bad publicity are just a few consequences that await originators who ignore t...
By Raymond Eshaghian, president and founder, Greenbox Loans Inc

Residential | June 2019 
Making Things Click
Mortgage lenders tend to highlight their sales staff as the star performers in their company — and not without good cause. Originators interact with borrowers on a daily basis and largely define...
By Liliana Nigrelli, chief compliance officer, Churchill Mortgage

Residential | May 2019 
Ease the Uphill Battle of Today’s Mortgage Market
It has so far proven to be a tough year for the mortgage industry. Between margin compression, fierce competition, high operating expenses, compliance requirements, regulatory challenges and...
By Dale Vermillion, president, Mortgage Champions

Residential | March 2019 
Mortgage Originators Need to Think Like Business Owners
You are a licensed mortgage originator who generates your own loans. You are not receiving a 9-to-5 paycheck. You need to produce or you’re not getting paid. Your company did not give you your li...
By Nathan Rufty, mortgage coach and trainer, Mortgage Marketing Pros

Residential | March 2019 
Here’s the Secret to Building Origination Success
Key Points How to ...
By Ryan Kelley, founder, The Home Loan Expert, LLC.

Commercial | March 2019 
Surviving the 80/20 Iceberg
If you’ve recently attended any industry-related conferences or other events and have spoken with colleagues and competitors, you may have reached the conclusion that 2019 could be a tough year for co...
By Mark Monro, director of strategic markets, Seattle Funding Group

Residential | February 2019 
Tilt the Playing Field Your Way by Going Beyond Rates
Key Points Rising rates require a new approach to reach borrowers ...
By Tom Gillen, senior vice president of capital markets, Churchill Mortgage

Residential | January 2019 
New Spin on an Old Concept Offers Originators Opportunity
It’s not a new concept, but it has recently been reinvented. The sale-leaseback agreement used to be limited to commercial property or was done informally between friends and family. Now...
By Jarred Kessler, founder and CEO, EasyKnock

Residential | December 2018 
Build Your Mortgage Business by Developing Yourself
As a mortgage originator, you must develop yourself in many ways, from learning new loan programs and more effective ways to communicate to establishing good habits and daily discipline for such thing...
By Nathan Rufty, mortgage coach and trainer, Mortgage Marketing Pros

Residential | November 2018 
Video Connects People in the Mortgage Business
The mortgage business can be brutal. Industry veterans are always looking over their shoulders at the market, the rates, the competition and now the internet. They need a magic weapon to overcome bein...
By Shirleen Von Hoffmann, principal, Home Builders Edge

Residential | September 2018 
Lead the Charge to Land New Clients
The mortgage industry is evolving quickly. A mortgage originator’s business no longer depends on real estate agent and builder relationships alone. Those referral relationships must be backed up...
By Jim Anderson, senior vice president and chief marketing officer, Certainty Home Loans

Commercial | September 2018 
Trust But Verify Is Business 101
As a commercial mortgage broker, one of the most important responsibilities you have is to seek out lenders to partner with that will afford your clients the best products, terms and service. This a t...
By Rob Diodato, president, York Commercial Finance


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