Career & Business

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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How many loans does the average loan officer close featured image.

How Many Loans Does the Average Loan Officer Close?

Loan officers have become an essential part of the financial system, especially in the last few years. They make it possible for individuals to connect with banks or larger financial institutions so they can borrow money from secure lenders. And because of how vital loan officers are to this process, it’s no surprise that the …

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