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Inbox Zero: How to Organize Gmail

According to the Harvard Business Review, the average business professional spends 28% of the workday reading and answering emails. Much of that time is spent sifting through your inbox determining which emails require immediate attention

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How to Embed Video in Email

If you haven’t already considered adding video to your email marketing strategy, now is the time to do so. Research shows that adding the word “video” to an email subject can boost open rates by

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AI Chatbot for Mortgage Industry

In today’s technology-based world, everyone has access to information whenever they need it, including outside of traditional business hours. People want answers to their questions immediately and if they can’t find what they are looking

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Mortgage Video Marketing Using Social Media

Key Takeaways Video marketing offers several benefits for mortgage marketing strategies, including higher conversion rates, click-through rates, website traffic, and ROI. Different types of video content can be used to enhance mortgage marketing, such as

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YouTube Ads for Loan Officers

As a loan officer, your goal is to connect with potential clients and work to establish a relationship with them and possible referral partners. Adding video to your mortgage marketing, such as YouTube, is a

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Marketing to Realtors as a Loan Officer

As a loan officer, you understand the importance of a strong realtor relationship. If they don’t know who you are or have not actively worked to create a relationship, they are unlikely to send clients

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Using Excel for Mortgage Pipeline Spreadsheet

If you are just getting started or do not consider yourself tech-savvy, you may consider managing your mortgage loan pipeline with Excel software. Excel mortgage management offers powerful capabilities. Are there better alternatives for mortgage

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What Is a 1003 Mortgage Application?

Today, more and more borrowers are looking to begin their loan process completely online. So, if you do not have a digital 1003 mortgage application form accessible on your website, chances are you may be

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Mass Email Marketing for Mortgage Business

The key to being a successful loan officer is communication. This includes everything from engagement with potential prospects, regularly connecting and educating borrowers throughout the loan process, and staying connected with previous clients to earn

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How to Build a Digital Referral Business

When you think about it, most of your business likely comes from referrals in one form or another. Referrals typically have a 30% higher conversion rate and, when current customers are satisfied, 69 percent of

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Loan Officer Guide to Mortgage Compliance

The mortgage industry is highly regulated and, as a mortgage loan officer, your business strategy must abide by mortgage compliance regulations. While many loan officers and businesses pay compliance officers to monitor for compliance, all

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