Success Skillset
The Ideal File Flow and Job Descriptions
How to take a loan from A to Z without missing anything and spending less time on each file. Setting clear roles and having the same process Every time The only way to grown in our business is to actu...
Organization and Consistency
Learn the 2 most important things that will give you a more efficient and productive process The Overlooked Secret How you start your day will determine how productive that day is. Start your day by g...
The Math
Being at the right company isn’t about the warm and fuzzies. I find that many originators are leaving money and resources on the table without even knowing about it. Do I Mathematically Work For The R...
Aligning Your Career and Your Company
There is not a “best” mortgage company out there. There is however a “best” fit for you. Find out my thoughts and how I would approach making sure that you are at the best company for you. Making Sure...
Making Appointments with Yourself
To grow your business you must be willing to commit to yourself and not be at everyone’s beckon call. Why do you need to make an appointment to see a doctor but to see a mortgage specialist you don’t ...
The Perfect Week by Time
How to breakdown the standard work week by hours, and do so in a way that will allow you to grow your business, without getting burned out. We all know what we need to do, but have you ever figured ou...
My Calendar
I’ll show you my exact calendar that I use to stay on track, accomplish everything I need to accomplish and spend less time achieving more results. Example of My Calendar
The Perfect Pitch
Find out what I talk to new referral partners about and why 90% of the meetings I have end with the person asking how they could work with me. The Pitch What do you sell and why do realtors work with ...
The Referral Partner Pyramid
Learn how to categorize your referral partners to have a well-balanced and constantly growing referral network. How to organize, analyze and build your foundation for referral success. Do you have the...