Business planning insights for loan officers

Many loan officers say their biggest challenge in creating a business plan is finding the time to do it, according to our annual loan officer survey. These insights from mortgage professionals take the guesswork out of the process, making it easy for you to start planning, then keep up the drumbeat of success all year long.

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5 steps to create and execute a business plan as a loan officer

A business plan gives you a path to success and a goal at the end – without a goal, you’re just going to work every day. Read John Donnelly's tips for creating your own path to success.

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Listen to Todd Duncan talk about preparing to be your best

Todd Duncan has 5 million students worldwide who he has mentored and taught in the real estate, mortgage banking, and financial services areas. In this interview, Todd discusses uncovering your “why” so you can make wiser choices on your journey to becoming a top producer. We talk about business planning and “preparing for being your best, no matter what the market is,” and how failure is the necessary flip side of success.

three swimmers about to touch the wall to finish the race

Todd Duncan's tips for finishing the year strong

When it’s business-planning time, it’s important to reconnect with your “why” and assess the present before you look to the future. Todd shares his top 3 tips for loan officers getting ready to engage in business planning – including his self-assessment and simplified business plan.

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Mortgage expert insights on business planning strategies

The mortgage industry consistently shifts. Mortgage professionals must regularly evaluate their business planning strategies to keep growing and improving. Get 7 business planning strategies from experts like Rob Chrisman, Sue Woodard, Geoff Zimpfer, David Stevens and more.

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