A version of this post originally appeared in National Mortgage Professional’s March 2021 Issue. You don’t have to be in person to make the right connections. Networking is defined as the action or process of interacting with others and exchanging information, usually in an informal setting. Often, when people think of networking, they think of […]
A version of this post originally appeared in National Mortgage Professional Magazine. Many mortgage pros are taking time to reflect on how they’re tracking against their 2021 goals and how those goals might need to be adjusted. Many questions might be swirling in your mind: Are you satisfied in your current role or roles? Do […]
This article first appeared in Mortgage Orb. For lenders and loan officers, it is often easy to forget how overwhelming or mysterious the homebuying process is for buyers. Particular aspects of the process that professionals take for granted may catch potential borrowers off guard. For example, a closing might fall through because the buyer decided […]
Have you ever stopped to think about your business communications with borrowers? No, we’re not talking about marketing messages, we’re talking about how you interact with borrowers face-to-face or via text, email, or phone. Every so often, you should pause and consider how your business communications come across to the borrowers you work with. After […]
When you know all the tasks you need to do to originate, process, or underwrite a loan, you may not see how you can get any additional efficiency with checklists. With the COVID-19 pandemic, many of us are finding that we may not have our typical resources like we would in the office or that […]
The one constant in the mortgage industry is change and change requires education and preparation throughout each organization. As players in the industry shift toward remote workers, flex hours and 24-hour work cycles, education and preparation become much more of a challenge. Mortgage customers require a wide range of assistance and have unique needs and […]
I recently came across an article on Realtor.com which discussed the main reasons mortgage applications are rejected and the embarrassment an applicant goes through upon receiving that rejection. Using four of the five reasons cited in the article, I want to discuss some applicant fears and obstacles you may encounter while processing and underwriting a […]