Boost your success as an independent mortgage broker or loan officer with these strategies. Learn how to raise your credibility with your target audience and stand out, while increasing the speed of your process. Set yourself apart from your competition by being accessible and building a strong referral network.
Read MoreAs an independent mortgage broker, you’re going to encounter a lot of competition from retail lenders and large banks. That’s why it’s imperative you find ways to stand out among the noise. This is where social media comes into play as an effective way to stay connected with past clients and partners, as well as potential future referrals.
Read MoreAs an independent mortgage broker or loan officer, it’s important that you don’t overlook this population, and even more important that you know how to reach and appeal to them.
Read MoreOne of the best perks of being a loan officer or independent mortgage broker is helping clients get into their dream homes. However, sometimes this has to be put on hold if a client doesn’t meet the qualifications needed to get a home loan.
Read MoreThere’s no right or wrong way to write your mortgage broker business plan, but there are some key sections you’ll want to include to make the most of it. A plan that’s tailored to fit your industry acts as a roadmap that can help you structure your business and scale fast.
Read MoreAs an independent mortgage loan officer, purchase season is when you and your business can really thrive. With warmer weather and summer just around the corner, a significant number of prospective clients are getting ready to sell and/or purchase a home.
Read MoreIt’s no secret there’s a lot of competition in the mortgage industry. As an independent mortgage broker, you’ll mainly be competing against banks and big retail lenders. The best way to do this is to build brand recognition and credibility by establishing yourself and your business as an integral part of the community.
Read MoreAs an independent mortgage broker or loan officer, building and maintaining relationships is key to having a successful, long-term business. A CRM system can be your one-stop-shop for everything from tracking leads, to managing sales and engaging with your current and past clients.
Read MoreAs a local mortgage professional, immersing yourself in the community not only allows you to make a large impact, but it also expands your referral network. Small businesses support each other, and as you build relationships with other small business owners, you’ll have the opportunity to refer prospective clients to one another.
Read MoreWith more loan applications and prospective homebuyers filling up your pipeline, broker shops need quality loan officers to join their team and keep up with the demand. Between hunting down candidates to interview and making sure they’re the best fit for the role and your team, finding the best talent for your broker shop can be daunting.
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