The two core ways we see most organizations grow their production and sales teams are through recruitment of people they have an existing relationship with and recruitment through new relationships. Sounds pretty simple, right? You, as a Leader or Manager, sit down and meet with someone and guess what, IT’S TIME. They are ready to take the next steps to seriously evaluate working with you. More often than not, we see managers and leaders treat existing relationships differently at a time like this. DON’T DO IT! Regardless of the tenure, type or source of relationship, following a predefined process with required steps (what we call setting ACTIONs) should be a best practice for helping you control the experience and outcome you want, RETENTION and GROWTH. Consistency is key to replicating success and also to maintaining standards for Model-Matching ACTIONs. Make sure that anything and everything that will need to get covered DOES! Read More >

Do you ever think about how important customer service is to your current and future business or how customer service has taken a back seat to poor or even a lack of communication this past year??  At a recent industry event, one of the nation’s top producers shared how he still says ‘Please’ and ‘Thank You,’ to his clients and why being respectful and appreciative for the relationship and business is still at the core of establishing a sustainable business. That said, most companies are experiencing higher costs for production, and with the focus on that, customer service has fallen into a corporate crack. Read More >

Thu, 2012-06-07 14:32 — Eric Levin

You are a successful mortgage loan originator. You have your own referral base and a network of sources from which you draw a substantial share of your business. You are a proven commodity. Have you ever wondered if there is a better professional environment for you out there … somewhere? We all think about it from time to time, particularly after something at our current place of employment has not gone particularly well. But is it true? Could there be a place that better fits who I am and what I have to bring to the table? Quite possibly.

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As Published in National Mortgage Professional