Career & Business

Loan Officer Business Cards as Marketing Tools

Loan Officer Business Cards as Marketing Tools

In the digitally driven world we live in today, marketing tends to focus on things like a business website or social media marketing. While these are important tools, loan officers should not turn their back on time-tested marketing tools, such as business cards. Mortgage loan officer business cards offer you various advantages that the digital …

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A Thank You Card from Mortgage Loan Officer as Lead Generation Tool

A Thank You Card from Mortgage Loan Officer as Lead Generation Tool

As a mortgage loan officer, you are always looking to generate new leads. In today’s world, technology is often the most common form of advertising and communication. Emails and social media often dominate your daily lead generation. While these methods are very effective, an old-fashioned thank you letter is often more effective as a lead …

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Best Books for Mortgage Loan Officers

10 Best Books for Mortgage Loan Officers

As a mortgage loan officer, meeting your customers’ needs is essential to achieving success. Whether you are a seasoned mortgage loan officer or just getting started, mortgage education is important. Reading some of the top mortgage loan officer books and general business knowledge is a simple and cost-effective method to build your overall knowledge and …

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Is There a Difference Between Mortgage Broker and Real Estate Agent?

Is There a Difference Between a Mortgage Broker and a Real Estate Agent?

There are a lot of moving parts to a real estate transaction and several key players collaborating to close the deal. If you’re new to real estate lingo, you may have a lot of questions. One of the most common questions we get is, “is there a difference between a mortgage broker and a real …

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Loan Officer Tips: Building Your Referral Network

Loan Officer Tips: Building Your Referral Network

A strong referral network is vital to building trust in your financial transactions and competitive portfolio. A referral network is a collection of individuals who recommend the business to one another, and it’s an excellent method to expand your customer base. If you’re a loan officer, you should constantly be on the lookout for referral …

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Closing Gift Ideas for Loan Officers to Drive Repeat Business

Closing Gift Ideas from a Loan Officer to Drive Repeat Business

Nothing is more refreshing to your clients than getting a personalized gift of exceptional quality that welcomes them into their new homes. Read more for great ideas for closing gifts that will have your clients bragging about working with you to all their contacts. One of the easiest ways to get new business is through …

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What Is the Primary Difference Between Contact Management and Opportunity Management?

What Is the Primary Difference Between Contact Management and Opportunity Management?

Trying to keep up with the constantly moving parts of contact management and opportunity management doesn’t have to be complicated. Contact management software can help you streamline your client relationships while managing your opportunities simultaneously. This article will help you understand the difference between contact management and opportunity management within the sales workflow. Customer relationship management …

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