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43 Presentations Topics to Use When You Are Asked to Give a 30-Minute Talk to Real Estate Agents

Question: If you were asked to give a 30-minute talk to a group of real estate agents, with very little prep time, what would you talk about? We recently asked this question and over 200 loan officers responded. So, we are sharing the top 43 (some duplicate suggestions), but first, we would like to give you an outline to follow when giving a presentation. Introduce yourself, who you are, one or two fun facts about yourself or why you are in the mortgage biz. Mention the topic and why you think it’s important…

Client Done4U Article: Why You Need to Monitor Your Online Identity

A recent survey confirmed that at least 70% of companies said that they have made a decision NOT to hire a job applicant based on something they found on social media sites or Google. On the other side of the coin, a higher percentage of employees are losing their jobs, based on their social media posts. It could be based on comments you’ve made about previous jobs. It could be a picture of you pouring a beer over your head. It could be the songs or video links you share. Whatever the reason, the fact remains that it’s

Why a Printed Closing Booklet Is an Awesome Follow-Up Strategy

Before you say anything, yes, I am proposing that one of your marketing strategies be creating a “printed copy” of a closing book to send to clients 30 days after they close their loan with you. You may feel that an electronic version would be easier—and I agree with you.  However, electronic delivery methods change all the time.  Who knows when a flash drive will be obsolete?  You may post on the cloud, but you will have to create a user name and password—and the service provider may not be around for the long haul.  Or,…

Realtor® Done4U Article: Out-of-Office Auto Responders: Do You Make These Mistakes?

When I send out an email around the holidays, I get more than usual “Out-of-Office Auto Reply” messages. Usually I ignore them, but I decided to read some of them. (At this point you might be saying to yourself – get a life”.) So after reading a ton of out-of-office replies, I wanted to write about the good, the bad and the ugly – which might help you compose an out-of-office reply that is truly meaningful to those who receive them from you. Read examples of a few good ones too—with tips on how you can craft better…

Client Done4U Article: How to Get Rid of “You Are Pre-Approved” Phone Calls & Junk Mail Using Pre-Screened Opt Out!

Do you get junk mail from other mortgage companies, insurance agents, credit card companies and car dealers with ads telling you that you have already been pre-approved to do business with them? Well, let me tell you why! Credit bureaus make a ton of money selling “credit profiles” to companies that are looking for a certain type of financial history. While they don’t know your social security number, the company sending you the pre-approved offer goes to the credit bureau and pays for a list based on certain…

How to Stop Your Clients from Being Solicited by Your Competitors

Did you know that the minute (well, maybe not the minute, but close enough) that you close that loan, credit card companies, insurance agents and OTHER mortgage companies are buying a pre-screened credit list from the credit bureau? Which means, your new clients will be bombarded with credit offers. And, when it comes time to refinance their original loan (which is happening now), their servicing company and OTHER mortgage companies are notified when a credit report is pulled. You bet that they will be calling your…

Realtor® Done4U Article: Safety Tips for Real Estate Agents

Every job has its hazards.  As a real estate agent, you are in a precarious position because you may be meeting clients you know nothing about.  You may be alone while showing houses.  You may have to hold an open house in a remote area of the city.  Other than taking a self-defense course or keeping pepper spray in your briefcase, here are a few other tips to help you stay safe. Never show a vacant home alone Don’t sit in an open house alone Meet new clients at your office and get a copy of their ID,…

What You Can Learn from a Furniture Salesperson!

I have been shopping for end tables.  I went (and dragged my husband) to at least a dozen furniture stores. Out of the dozen or so stores, I gave my contact information to six salespeople and asked them to follow up with pricing and availability. Here’s the thing…they had my contact information, phone number and email address. And you guessed it! I only got an email follow up from one of them—yes just one out of six—but her follow up was first-class.  I wanted to share her follow-up strategy with you, and how you…

Client Done4U Article: Nine Things You May Not Have Thought About When Buying Your Next Home

You may not be in the market (yet) to buy another home, but when you do, here are nine things to consider.  And if you are selling your home, these things also apply. Good View = Higher Price: The view really doesn’t matter. It could be a pond. A view of a mountain or valley.  The rule of thumb is that you can expect to pay a higher price. Sold AS IS: Sellers will sometimes negotiate the price or give a dollar concession rather than put the home back on the market and start all over again. Gated community: It…

Do You Know How Mortgage Insurance Can Be Cancelled?

By: Tammy Butler, President, MortgageCurrentcy.com.  Interprets the mortgage rules in plain language.  Charts.  Checklists. Videos. Mortgage Talking Points™ content.  Check out  Monthly, Quarterly, Annual and Team Subscription Options. What you will learn:How mortgage insurance can be cancelled on a conventional loan Why share this information with new and past clients Copy and paste content within the article (permission granted and compliant) As a loan officer, do you know the steps that must be taken to…