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Dec 27, 2018

We focus on Eight Traits of a Successful Loan Officer and how to hone these qualities for a strong start to 2019.

  1. Have a drive and be self-motivated. (2:34)
  2. Have systems and disciplines to follow for every day. (3:33)
  3. Use a CRM database to organize your sphere of influence, track referrals, and complete drip campaigns...


Dec 13, 2018

Learn how to work more successfully with your Realtor partners, understand what a deal breaker is from their perspective, and gain insight into their business. I ask Jim Celio, a longtime Real Estate broker in Connecticut, currently with Century 21 AllPoints Realty, how our Loan Officers can increase their business...


Nov 29, 2018

We dive into the topic of consulting with your clients about their financial situation in this episode. Find clients who may be able to use the equity in their home to restructure their debt by refinancing and consolidating what they currently have. We share statistics about average debt and ideas for where to look for...


Nov 15, 2018

This episode, we welcome special guest John Luddy, SVP of Reverse Mortgage Lending at Norcom Mortgage. With over 30 successful years in the mortgage industry, and 10 in reverse mortgages specifically, John shares insight into reverse mortgage lending techniques and how to make connections with referral partners.

Show...


Nov 1, 2018

In the current challenging mortgage market and with only a couple months of 2018 remaining, the importance of goal setting carries more weight than many Loan Originators may realize. In this episode, Greg shares his experience with goal setting, highlighting the importance of starting early, finding a focus, and...