Category: Biz Tips
Success Isn’t an Entitlement…It’s Earned
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Everyone wants some degree of success. People may have a different personal definition of success, but I've never met anyone who didn't want to be successful at something important in his or her life. This is a good t...
Put Ideas into Action
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Most loan originators are always looking for new marketing strategies to test, such as those discussed at industry conferences. “I have been attending self-improvement seminars of one type or another since the earl...
Coaching to Success
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Editor’s Note: We asked Bill Hart, a veteran coach at Building Champions (Lake Oswego, OR) to offer his insights on coaching and how it can benefit new and veteran loan originators alike. Future articles will highligh...
More Financial Planning Tips
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Editor’s Note: This is the second of a two-part series of tips from financial professionals. This is not intended as financial advice, but rather subjects that you should explore further on your own. Check with your a...
Your Year-end Financial To Do List
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What financial, business or life priorities do you need to address for 2013? Now is a good time to think about the investing, saving or budgeting methods you could employ toward specific objectives. Some year-end fina...
Plan Ahead for 2013
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As we race through the final quarter of 2012, you are most likely taking advantage of the still reasonably low interest rates and closing as many loans as possible. You have holiday activities to plan and other end...
Seek Legal Advice Before Signing Contracts
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In today’s highly regulated lending industry environment, most loan originators probably have their legal counsel review lender contracts and other important documents before signing them. However, a decade ago it ...
Expanding Your Network with BNI
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All loan originators wish they had more referrals and expanding your network is one proven way to develop a strong referral pipeline. Participating in a referral group such as BNI is a key strategy that has worked for...
Avoid Time Wasting Meetings
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We have all been in similar situations: sitting in an office or conference room during meetings that are too long and unproductive. With especially busy schedules, we need to be organized and anticipate ways to avoid ...
Mortgage Origination Exam Procedures
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“CFPB Mortgage Origination Exam Procedures Document” This document provides originators and lenders with the criteria the CFPB will be using when they do compliance audits. Click here to view
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