Introducing The New Dashboard
Do you know what’s always better than an old dashboard? A new dashboard and we’ve just beefed yours up with tons of new features for 2019. The right…
How To’s
How to Become a Mortgage Loan Officer
Summary This article covers mortgage loan officer work, income data, licensing and registration, and questions to ask a prospective employer. Use the linked primary resources to check the…
Loan Officer Daily Schedule: A Practical Workflow Review
Build a loan officer daily schedule around active-file review, relationship context, clear ownership, planned follow-up, and exception handling.
Mortgages For The Remote Workforce
Summary This article explores how the rise of remote work has changed the mortgage landscape and how mortgage professionals can adjust their approach to cater to remote workers.…
Direct Mail Marketing for Loan Officers: A Campaign Review Guide
Plan mortgage direct mail with a documented audience, purpose, source code, response owner, exception path, and current review process.
Virtual Lending Workflow for Loan Officers: What to Review Before You Scale
Use a virtual lending workflow checklist to evaluate record ownership, relationship context, review steps, and exceptions.
Your Niche Loan Program Got Regulated Out – What Do You Do?
Summary This article addresses the challenges mortgage professionals face when their primary loan programs are eliminated due to new regulations. It offers strategies to adapt, including planning ahead,…
Collect Leads From Your Listing Agents
Summary This article explores how mortgage brokers can utilize pre-built content to streamline advertising efforts and collect leads. Learn about the benefits of using pre-built content, such as…
Allow Borrowers To Post Positive Survey Results To Social Media
You asked for it and we brought it. Your clients can now share their positive surveys responses directly to social media, including Zillow and Yelp! You work hard for…
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