Loan officer consumer strategies

A gift at closing can be a nice way to welcome borrowers to their new home and contribute to a lasting impression that can lead to referrals.

Jeremy Engle shares these key lessons he learned over the course of his career in loan origination: Be ready to pivot; be a problem-solver; and focus on service.

A client avatar helps you understand the full picture of the client: who they are, what their life looks like, what they know (and what they don’t), and the concerns they may not even say out loud.

The key to your success as a loan officer is in your passion, your knowledge, and the connections you already have.

Shane Kidwell describes 6 key strategies that can help loan officers elevate a mortgage business.

Judy Bruns outlines how loan officers can become advisors who provide more comprehensive financial solutions for divorcing homeowners.

Get insights about the NAR settlement, why originators need to get back to basics, the importance of video and more.

Get answers to frequently asked questions about credit scores and credit reporting.

Build your pipeline by seeking out potential clients who may not know if they’re ready to buy a home.

People want to work with those they know, like and trust. Build your community rapport by being a connector and working in partnership with others.

More experienced borrowers face their own obstacles – and often need advice from a savvy loan officer to help them achieve their goals.

If an appraisal comes in under the offer price, how can a lender help a borrower overcome that hurdle? Here's one solution.

Demand for DPA programs is at a record high. Why do loan officers balk at taking advantage of these opportunities?

2021 is going to be another unique and challenging year. Is your business ready for a shift?

Learn how to reduce burnout while also bringing the most value to the most people in the least amount of time.

Learn 3 simple ways loan officers can close more loans, faster, and be more organized while doing it.

It's clear how loan officers grow business as financial planners to borrowers, but first you have to know my background in the mortgage industry.

31% of millennial homebuyers are planning to use a first-time homebuyer assistance program to help with their down payment. Learn how to reach them.

As a loan officer, your mortgage advice can be a competitive advantage in helping borrowers realize their dreams of becoming a homeowner.

There’s a fundamental element of baseball that can help loan officers become better sales professionals: the number 3.

Transferring success from a hot market to a cool one isn't guaranteed!

As a mortgage loan officer, you’re uniquely positioned to help your mortgage borrowers manage or eliminate their debt. Use these 5 money smart tips to set your mortgage borrowers on the path towards a debt-free future.

The CFPB recently announced a fix for the so-called "Black Hole Issue," a byproduct of amendments to the TILA-RESPA Integrated Disclosure Form (TRID 2.0). See how this fix works in 5 different examples.

First-time homebuyers have become my bread-and-butter, so to speak. Here's how I have become a first-time homebuyer's best friend.

Millennials are now the largest living generation in America. Learn how to talk to them about home buying and mortgage interest rates.

Top loan officers have one thing in common that allow them to maximize their opportunities and generate more business. Do you know what it is?

To keep your business healthy, you need a steady flow of new and repeat customers coming through your door. So how can you attract more business?

You're in the perfect position to educate first-time homebuyers on how financial stability will help them achieve sustainable, successful homeownership.