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Ask The Expert: How Can I Help My LOs Manage Their Time When I Can’t Manage My Own?

Ask The Expert: How Can I Help My LOs Manage Their Time When I Can’t Manage My Own?

Thursday, 13 January 2022
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John from Chicago asked: "Dave, you have previously spoke about time management and prioritization. I am a producing manager. How can I help my loan officers with their time management when I can’t keep up with my own schedule? This is something I have struggled with throughout my management career." Read more...
Start the New Year Off the Right Way!

Start the New Year Off the Right Way!

Thursday, 13 January 2022
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As we start the new year, senior executives are focused on planning for significant volume changes, based on mortgage banking forecasts. Many managers feel that it’s nearly impossible to plan because our industry’s success is tied closely to external factors like interest rate fluctuations which are beyond their control. Read more...
Ask The Expert: How to Discuss the Finances of Family, Friends, and Neighbors?

Ask The Expert: How to Discuss the Finances of Family, Friends, and Neighbors?

Sunday, 09 January 2022
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Gerard from Alabama writes: "I have taken your courses and I’ve really come to appreciate where you are coming from. However, I'm stuck on a point and wonder if you'll lend some advice. Specifically, what do you say to your family, friends, and neighbors as you ask them to disclose their personal finances with you?… Read more...
Why Hiring Based Solely on a Sales Candidate's Interview is a Mistake

Why Hiring Based Solely on a Sales Candidate's Interview is a Mistake

Sunday, 09 January 2022
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In a recent article from The MReport, mortgage managers discussed their strategies for selecting and retaining new hires. While many managers easily evaluated sales candidates based on production reports, they often had difficulty trying to assess an originator’s people skills. Read more...
Mortgage Data Firm Settles with Feds Over Security Lapse

Mortgage Data Firm Settles with Feds Over Security Lapse

Sunday, 09 January 2022
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Mortgage data analytics firm Ascension has settled with the Federal Trade Commission for allegedly failing to properly safeguard customer information. So reports TechCrunch. Read more...
Podcast: Go Mortgage’s Faith Murphy Engages with Industry Engagement

Podcast: Go Mortgage’s Faith Murphy Engages with Industry Engagement

Sunday, 09 January 2022
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Faith Murphy, agent success manager at Go Mortgage, discusses the power of engagement and the use of video, among other industry topics. Hear it in a recent episode of the Fintech Hunting podcast. Read more...
Rocket Mortgage Names New CEO in Corporate Shakeup

Rocket Mortgage Names New CEO in Corporate Shakeup

Sunday, 09 January 2022
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Rocket Mortgage has promoted Bob Walters to the CEO role as part of a leadership reshuffling at the Detroit-based Rocket Companies organization. So reports Crain’s Detroit. Read more...
Knowing Your Many Important Sphere Components

Knowing Your Many Important Sphere Components

Sunday, 02 January 2022
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In a previous column, I wrote about how your sphere is a compendium of your life. Your sphere must take into account every aspect of your life, including your relationships, experiences, skills, interests, ethnic background, strengths and even your weaknesses. Read more...
The Holy Grail of Origination Success

The Holy Grail of Origination Success

Sunday, 02 January 2022
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During a recent discussion, a mortgage banking executive shared his objectives for the new year, noting, “I want all of my originators to be ‘up and out’ and meeting referral sources and customers in 2022.” This isn’t newsworthy for any sales professional. Frankly, it’s their job to connect with as many people as possible within… Read more...
Better.com CEO Vishal Garg to Take Time Off After Layoff Controversy

Better.com CEO Vishal Garg to Take Time Off After Layoff Controversy

Sunday, 02 January 2022
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Better.com CEO Vishal Garg, who recently apologized for his handling of job cuts affecting 900 employees, has opted to take an unspecified amount of time away from work. So reports Crowdfund Insider. Read more...

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