Success Skillset
Social Media for the Referral Based Originator
The 5 keys to using social media in the mortgage industry 90% of the stuff I see originators post on social media is purely a waste of time or it doesn’t have enough of a reach to actually make an imp...
The Offer
The Offer Now that we’ve followed the plan and the clients find a house they want to offer on there are some key things you need to do. Keep in mind if a client has completed step 1 to 5 they’re like...
Follow Up
Follow Up Now that you’re at a point where they are fully pre-approved, you’ve built a plan and they are just looking for the right house you need to stay in touch. In my market clients can go a year...
The Planning Meeting
The Planning Meeting I usually set up my planning meeting for a couple of days after I’ve sent out the scenarios. I want them to have a chance to fully review everything, create question discuss it b...
Strategy and Planning
Strategy and Planning Now that you have a full application, all of their documents and the review has been completed this is where you add value. You need to block out uninterrupted time to review a ...
The Application
The Application Now that you have the application you also need to make sure you have their documents as well. Too many originators are application junkies but applications don’t close. Full loan fil...
The Initial Phone Call
The Initial Phone Call This sets the entire process in motion and you only get one chance to make a first impression. You need to really understand how important your first impression is. I’ve had c...
Why Does Your Process Matter?
Why Does Your Process Matter? Let’s start out with why does it even matter what your process looks like before a client is in contract? The reality is that 5 or 10 years ago it wasn’t that important ...
The Feeling Meter
Go with your gut and learn how your natural instincts will teach you where you can improve your office. The goal of this exercise is to use your feelings to tell you how well you are doing and what ar...