As loan officers, we’re relationship people. But with everyone working from and staying at home, we need to sharpen our virtual selling skills to ensure we’re remaining as effective as possible. In the current environment, we’re being thrown into virtual selling headfirst, and many of us may not have any experience in selling virtually. That’s […]
These days, many of us find ourselves in the same boat – working from home. Some of us are seasoned work-from-home pros and some of us have some adjusting to do – and that’s OK! To help you be as successful as possible while working from home, we’ve compiled a list of nine tips to […]
We’re witnessing changing times in the American workforce. Currently, 3.7 million people work from home at least half the time. By 2020, experts estimate 50% of the workforce will be remote. A more pressing matter, the COVID-19 virus, has led to an acceleration of professionals working from home. With the self-quarantine and social distancing measures […]
In 2019, more than 2 million first-time homebuyers purchased homes, representing more than half of all purchase loans. For credit unions, helping members achieve homeownership is an important relationship building milestone. Credit unions have a long history of actively encouraging healthy savings behaviors in members, making them ideal partners on the journey to homeownership for […]
In case you missed it, the 2019 Profile of Home Buyers and Sellers from the National Association of REALTORS® highlights many reasons why it’s a great time to be in mortgage origination. With so many changes happening in the mortgage industry, it’s easy to fall into the cycle of saying things aren’t going well, but […]
Over the past few years, consumer privacy and protection has been a prevalent issue on the global stage. With the passage of the General Data Protection Regulation (GDPR) in Europe, several states in the U.S. are looking to pass their own forms of privacy legislation. Most notable of these efforts is the California Consumer Protection […]
You’ve created a bunch of marketing messages as part of your personal LO marketing plan….now what? There are plenty of types of marketing content you can create to attract and engage leads, but you need an effective way to distribute it. As part of that distribution process, you might be thinking you have to create […]
Remember that feeling of sitting down to write an essay for school, staring at the blank page and willing words to come out of your fingertips? Creating mortgage marketing content to capture the attention of potential borrowers can feel that way all the time. If you’ve tried marketing yourself as an LO, you’ve likely encountered […]
You’re probably familiar with the typical marketing goal setting trap – you’re so ambitious with all the tactics and channels you want to try that you end up abandoning many of them in favor of what’s worked in the past. While there’s nothing wrong with sticking with what’s working in your personal marketing plan, you […]
With only a few weeks left in the year, it’s an ideal time to start goal setting for next year. Your goals can be anything – taking a 2-week European holiday, buying a vacation home, or running a marathon. But you can’t achieve these goals if you don’t plan them out. You wouldn’t expect to […]