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28 Things to Do If You Change Mortgage Companies

Have you ever changed mortgage companies and made yourself crazy by trying to remember the things you need to do to make sure you have all your bases covered, and everyone knows that you are now working for another mortgage company? Before you change companies, here’s a checklist of questions to ask so you can compare and determine which one is the best for you. Christine Wilson, Fortune Bank, and I created this list of 28 things to do before and after your move. Download Now! 28 Things to Do If You Change…

Client Done4You Article: Three Ways to Stop Identity Theft

One – Freeze Your Credit This is easily done by contacting the 3 major credit bureaus.  There is a fairly new law that says that credit bureaus must freeze your credit within 24 hours, and unfreeze it (when you request to do so) within one hour of your request.  This is the best way to stop identity thieves from opening accounts in your name. Two – Monitor Your Accounts Mark your calendar to check your bank account, credit card charges and balances, your retirement and stock accounts weekly.   You may even be able…

Poll Results: What’s the One Little Trick that You Use to Manage Your Mortgage Biz?

I took a Facebook poll recently and asked that very question...What’s the One Little Trick that You Use to Manage Your Mortgage Biz? I wanted to share with you some the little tips that may make a huge difference in managing your pipeline and your business so you have time to do what you NEED to do the most—generate leads & develop relationships! I have an old school binder with my closing goals. Monthly projections. Scripts. Mortgage guidelines that I refer to on a regular basis.  And my calendar. I keep…

Done4You Realtor Article: The 6P’s of Planning an Open House

I recently read an article written by a top real estate agent about his step-by-step method of holding successful open houses (meaning that a lot of people show up). It all begins with selecting which listing will get the most traffic based on the following criteria: Define your “farm area” and hold a majority of your open houses in that area. Work with a motivated seller who is willing to stage the home to make it more appealing. Select a Property with a good traffic pattern or easy in-and-out access to the…

9 Facebook Posts Guaranteed to Generate Leads from Consumers

Do you use social media to share what you did today?  How you helped someone get a loan?  Home buying and home selling tips? Do you use a CRM that automatically posts “stuff” for you? Here’s the thing—if you are not getting comments that generate leads, you are wasting your time and your money. So, let’s start out with some basics of getting people to connect and respond to your posts… Friend request as many friends, family, past clients as you can (not Realtors) – Ideally 300 to 500 friends. Post every…

Understanding How Blockchain Technology Works in the Mortgage Industry

Written By: Debbie Hoffman, CEO & Founder, Symmetry Blockchain Advisors, Inc. debbie.hoffman@symmetryadvisors.net When the words “blockchain technology” come up in conversation, often the immediate thought is one of a complex, difficult concept that would be challenging to implement into routine business operations. But the truth is that using blockchain in a business setting can maximize efficiency within that particular company, and the industry as a whole. The term ‘blockchain’ refers to an online…

Marketing Yourself Doesn’t Have to Be Rocket Science

This statement from one loan officer made me crazy! “I have so many marketing ideas…that I don’t do anything!”  So, here are some easy way to focus your marketing brain on getting the word out to real estate agents that you are there to help their clients get a mortgage. The only thing that you have to remember is to make an appointment with yourself in your calendar and just do it! Oh, and just a reminder that using the Done4U articles (Client Done4U articles & Realtor Done4U articles) included with your…