The Importance of a Name to Sales Success

Remembering names is key when it comes to the business world. Have you ever met someone and been unable to remember their name just hours later? It can be problematic, especially for a loan officer, where business can be dependent on referrals and building relationships. And names are just the tip of the iceberg! Building […]

Client Meetings for Sales Success- Building Relationships and Addressing Needs

Part of building your business involves meeting with your clients. When it comes to the Mortgage business, referrals are a huge aspect to expanding your business. In order to both retain old client relationships and encourage referrals, effectively managing new client relationships is key. Conversation Strategies for Sales Success In order to maximize your efficiency […]

Loan Originator Tools-Make True Connection over Coffee for Sales Success

When new loan originators start out in business, many times they have to courageously cold call realtors to network and develop working relationships. This can be awkward and expensive in time and money. Many new mortgage loan officers will take these potential people to lunch to create a solid relationship. The first part of the […]

Loan Officer Tools Support You to Live the Very Best Life

Do you ever look at your “to-do” list and wonder how you are going to get it all done? Are you having more and more workdays wasted because you lack the motivation to get anything done? Many people have a hard time finding motivation, especially if they have to tackle tasks that they don’t particularly […]

Loan Originator Tools to Manage High Job Expectations

Do you have a boss who expects nothing less than perfection? Managing high job expectations can be challenging, but it isn’t impossible. You simply need to develop coping skills so your stress never gets the best of you. In fact, you can learn how to deal with the stress of high job expectations in a […]

Sales Success from Discovering your Life Purpose

I believe that all people share the same purpose at a core level- they want to help each other and make the world a better place. That said, I’m going to make a bold statement- all sales positions are service positions. Do you agree with that statement? If so, please read on. To be in […]

It Takes A Team To Succeed

Great teams don’t come together to succeed by accident. They are a result of careful planning and excellent coaching. The finest coaches realize that every member of the team is important to its success. Each has his or her individual strengths and weaknesses and each has a very different mental and emotional makeup. The great […]

Guides to Uncommon Sales Success

Most sales people put limitations on themselves. This manifests in many, many ways. Some are obvious, but others are more subtle ways of sabotaging sales success. In the book, Coach Will, by Todd Gehrke, a number of self-sabotaging traits are revealed within the story of Coach Will, a brilliant football coach who uses his coaching […]

Keeping Mortgage Sales Simple with Great Communications

For those of us working in the exciting world of mortgage sales, we are all too familiar with the pressures of meeting our daily, weekly, monthly, or quarterly goals. This pressure can sometimes cause us to lose focus on the simple things that made us successful to begin with. Simple systems and processes can support […]

Time Utilization for Sales Professionals- Meet for Coffee, Not Lunch

One of the things that distinguishes the high achieving sales professional from the low achiever is how they utilize their time. The high achiever in every field, and especially in the mortgage field, is highly disciplined with their time. They take the time to plan their week in advance and schedule their day. This is […]