Tag Archives: Loan Officer

Mondays Motivation – Set new Goals and Action plans! Q2!

#MondaysMotivation – Set new #Goals and #ActionPlans to achieve them.  It’s a new month and new quarter, time to REACH and create a STRETCH for yourself!  What I see is LO’s turn in goals (same with AE’s) but they are all worried about “hitting” them and don’t push themselves.  A goal is sometimes NOT going to be hit.  Is that ok?  Yes.

Don’t fall into the trap of just putting numbers on paper without an action plan to go with it.  If you want to increase your business focus on the “how” you’re going to do it.  Not just the number you write down.  Break your goal down into action-able steps to achieve the goal.  Then go hog wild at trying to hit it.  You’ll see more success that way!

#GetOnPoint – With #BluePointMtg – We’re growing and wholesale lending is expanding with new #MortgageBrokers faster than ever in the market place.  We want to help you and your friends new brokerage get more loans done!  With #Niches we offer, we fit in most lending rosters to help mortgage brokers close more loans.  Let’s chat business — Shoot me an email – CLICK HERE

As Always –

#SellWell

 

Weekend CALL 2 ACTION! -Do the work!

#WeekendCall2Action – Do the work!  Sounds simple, but I challenge you to look at your daily routine and what your striving for.  In all sales there’s a number’s game.  Are you working it?  Literally – are you making the calls?  Are you visiting the Open Houses?  Are you putting in the work?  Or are you letting email dictate your day?

Are you really PUSHING yourself to be all you can?  Law of Averages are something I strive for each day.  But recently I’m increasing my numbers game.  WHY – Because skill and effort weight each other on a scale.  The longer your in the business the more skill you have.  The more skill you have sometimes the less effort you place.  I CHALLENGE YOU – Go back to your roots and work the effort train.  Put in the work! Do the work you used to do.  Just so you know – my LOA was 100 calls, 4 credit reports, and 1 deal – PER DAY! Are you putting that kind of work in?

As an AE or B2B sales, I strive and absolutely LOVE ♥ LOVE expanding markets and opening new relationships.  IF you’re a mortgage broker and NOT signed up to work with #BluePointMtg – Let’s do business – CLICK HERE!

Simple CALL TO ACTION – Evaluate your own LOA (Law of Averages) – in comparison to your results.  Are you really truly pushing yourself right now with the efforts you are taking?  And is what you are doing daily as productive as you want it to be?

Plan Do Check Act – All your “daily activities” this weekend.  Then start next week with a bang, by doing the work!

As Always –

#SellWell

Whacked Out Wednesday – LOE/LOX

#WhackedOutWednesday – LOE/LOX – I don’t care what you call it, I call it a story.  Each loan has one, and sometimes individual conditions require more explanation.  Why not LOE/LOX it?  More LO’s need to do this with conjunction with their processors.

It’s “Whacked Out” that more LOE’s are not in loans.  I’m a fan of making sense out of things, and helping the underwriters “see the light”.  Help them by telling the story ya’ll.  The more you do this with your loans (easy one’s or hard one’s) the more loans you will close.

In some cases, less is more, see your AE if you question what information should be inside a LOE/LOX.  I’m always here to help!

Don’t get stuck with loans you can’t close! That’s the theme right, LOE/LOX it! Maybe it will make the underwriter feel all warm and fuzzy!  GOT AN I GOTTA GUY QUESTION??

Text the word “Juiceman” to 33655 and download my app.  Then submit away on any scenario and I will help you.  Or just CLICK HERE and send me an email! 🙂

As always –

#LOEwell #SellWell

Two for Tuesday – Credit Counseling and O/O

#TwoforTuesday – Back to our regularly scheduled program and Tuesdays’ a guideline day as always! I go over two guides today, one on Credit Counseling and one on Owner Occupied Principle residence.

Get the #JUICE below! Join Us In Creating Excitement for helping more borrowers ↓

#GetOnPoint with #BluePointMtg today, and give us a shot on your next pricing, scenario or loan need.  We are making magic happen and would love to include you!  That way we help you get a pay day!! #LetsFund some loans together! CLICK HERE

As Always –

#SellWell

 

Monday’s Motivation – New Month!!

#MondaysMotivation – It’s a NEW MONTH!  Yep, LO’s and Broker’s from the world should be looking at their pipeline from the 15th to the 15th every month.  What apps you take now are closing in April.  Yeah still a few “might” close fast, and that’s a good aim, but generally speaking this is how the most successful look at the month.  AE’s included.

TIME TO PUT IN THE WORK!!!

Time to #GetOnPoint with #BluePointMtg!  Got an “I gotta guy” scenario, or guideline question(s)???  Reach out to me HERE! For those of you not approved yet, the full Broker Package is only a click away — GET ON POINT CLICK HERE!

In the office all week, as always –

#SellWell

 

St. Patty’s JUICY-NESS!!

#TGIF It’s St. Patty’s #JUICY-NESS – I hope you enjoyed the #JUICYWeek all week we went over tools and systems and companies we endorse to help you LO’s grow your business!!  Today we wrap up the week with some training and “Done4You” solutions that you can take advantage of to blast off this year!!

Seriously I think you already know, you need to have a BRANDING STRATEGY and way to leverage social media for both referral partners and new leads for home buyers.  Those that are doing this are going to have the best summer ever!!  Today I provide two tools that can help you get a jump start to getting your pipeline JUICY!!

GET ON POINT – I say it all the time, let’s do some business this year.  I personally help my clients get “some of this branding stuff” and help LO’s get closing loans.  CLICK HERE to #GetOnPOINT with #BluePointMTG

When it comes to learning social media and building a brand, a following and an audience to engage with you, there’s several ways to use the information you already have in front of you.  I break this down in a my organic training called #TheBLUEPRINT and is a 3 day workshop designed to help LO’s get started.  That way they can gradually get involved with “paid funnels” and actually see results.  The biggest problem I see sometimes is people try ads and just don’t succeed like they want too.  This bridges the gap and helps you gain better results on your paid ads.  Get THE BLUEPRINT HERE!!

Last and definitely not least we have “DONE4YOU” solutions for brokers and LO’s to turn on an ON SWITCH for leads.  No joke, complete system of follow up, advertisement, CRM, pages to run and market, the whole nine.  Want to know more to increase your business and have a complete done4you marketing system? CLICK HERE

As I always say –

#SellWell

 

Thursdays Thoughts – Getting JUICYer…

#ThursdaysThoughts – Getting JUICYer all the time we add more to the great #JUICYList!!  This week I introduce a few new companies to the list.  Today we have two of the newest on the list that help you grow your business, stay in business and retain your clients.

It’s a pleasure to introduce SUMMIT MORTGAGE TRAINING as a resource and tool for all LO’s that follow, and need to do continued education yearly.  As well as education for Licensing for new LO’s.  It seems I get asked that all the time.

STIKKUM – With a way to make your past clients remember you!! It’s a client retention strategy designed to help you connect and enrich relationships.  Retain your client is growing and it’s great to see tools we endorse growing and expanding.  Welcome STIKKUM!!

The #JUICYList is on FIRE this week, I ♥ it.  If you have a tool or company you think should be on here, let me know!  Maybe we can highlight them! 🙂

As Always –

#SellWell

 

JUICY Wednesday – Join Us In Creating Excitement – in your pipeline!!

#JUICYWednesday – It’s #JUICYWeek and you know I go over the best tools, companies and things to have to help you GROW your business, add value to your RE partners and do more business!! Today Join Us In Creating Excitement in your pipeline by having the ability to make small campaigns you exploit to gain leads.  Yep Landing pages, otherwise known as FUNNELS.  A big word on social media you’ve probably heard of by now in the last couple of years.  I even give you a tip to get some FREE.

We talk about the best 3 to use, depending on your liking for the campaigns you run, on your website, on your Facebook page, on LinkedIn, in #Instagram etc.  You could even make a flyer with a catchy name for people to use.  It doesn’t matter how you do it, the end result is you collect NAMES, PHONE NUMBERS and EMAILS and are building a list.  That’s your job.  Then it’s how you are “managing” that list and marketing to it that matters.

The ideas are endless, you could make a funnel to send an email to your past client list.  Make a short email or text blast with a link to your funnel in it.  If your message is good, you can get people to click it, then a percentage that “Land” on that page will fill in their info to request more, or in some cases go directly to your shopping cart.  (ie – your mobile application) Bottom line I’d suggest you have some software that’s easy to use that can help you make campaigns along your journey of serving people.

  1. The number one I recommend is the easiest to use.  Phonesites – It’s so simple, you can make a funnel in 5 minutes.  You can custom tailor everything, it has integrations if you want them, and has a programmable follow up system you can tailor to any funnel you make.  And get this, the monthly subscription allows you to make unlimited amount of funnels.  I’ve made 100’s and you can too.  I make funnels for my business partners all the time.  If you’re a broker and want to know do business with a strategy to gain business #LetsChat
  2. The done 4 you solution to funnels that’s plug and play is LeadPops.  This is a company made by LO’s for LO’s.  Nice set up and easy to use landing pages, where you drag and drop your logo, nmls and your done.
  3. The GodFather of “Funnels” is ClickFunnels.  If you don’t know, this is the one that really blew up the online advertising game.  But you do need to know code, a little, and how to program a page.  You can literally customize everything and integrate anything you can think of.

 

The list goes from easiest and most effective to more advanced.  My thoughts, might as well tell as many people about them in hopes to help impact someones’ business.  Look if your going to ride the next wave in the #MortgageIndustry you better learn social media and have tools to help you advertise.  This is it!

As Always –

#SellWell

Monday’s Motivation – Let’s get JUICY!

Join Us In Creating Yes’s for your Pipeline all week! #MondaysMotivation – #JUICYList Week!  Once a quarter or so I highlight the tools I have sponsored and endorsed to help you LO’s grow your business!  And today we start off with one that’ll help you BOOST your sales right away!

#ListingBooster – Is a fantastic tool, that can be used both with paid and free push and pull marketing techniques to grow eyeballs to your referral clients listings.  It’s a great tool to leverage and talk about in your Realtor meetings.  It’s a LO’s value add for sure.  Get the inside scoop ↓

GET LISTING BOOSTER HERE! Tools galore we will highlight this week including some new comers to be announced.  Can’t wait to help you close a loan and grow your business!

#GetOnPoint as always, with #BluePointMtg! CLICK HERE – Accepting new Broker applications to start a new B2B relationship.  My goal is to help you grow your company.

As Always – #GetJUICY

#SellWell

Weekend Call 2 Action – Move your feet!

#WeekendCall2Action – Move your feet!  You have to get out there and do some old fashion guerrilla marketing.  Stop by some open houses, go to a Realtor meet and greet or mixer in the evening tonight.  Something to get your name out there is what you need to be doing NOW.

Yeah, I am an advocate of online marketing, however, it pays to get your name, and FACE out there a little.  You can’t just hide behind the CPU.  Now’s the time to show up at events, at mixers, at open houses, put up flyers, do something.  Where you need to “move your feet”.  The more you do this now, the more it will pay later.

The game of “Branding” includes a lot of various things, some face to face, some with written ad copy.  I suggest you move your feet a little and get out there this weekend.  If you want some ideas let me know.  Here’s a list of 50 things you can do to source new business this weekend.  Weekend Call to Action – 50 Ways to Generate Business!

In the mean time, if you’re a #MortgageBroker, I’d love to help you get $$ PAID on a loan or two this year.  #LetsDoBusiness – CLICK HERE to #GetOnPoint with #BluePointMtg

As Always –

#SellWell