Improve Your Customer Service with Texting: Jeremy Drobeck Spotlight

Posted on November 26, 2019

Jeremy Drobeck has been in the real estate and mortgage business for nearly 20 years. He’s currently a mortgage consultant for Amerifirst where he’s forecasted to fund 240 units this year. Based on his average loan size, this is an impressive $30M. We talked with him about how he’s become successful in such a competitive industry. 

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Topics: Producer Spotlight

How to Move Faster from Conversation to Application with Barry Habib

Posted on November 26, 2019

Industry expert Barry Habib, from MBS Highway, shares where the housing market is headed, the advantage you have as an Advisor, and the easiest way to cultivate referral sources.

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How Top Producer Lance Powell grows his business by creating 'Wow' Customer Experiences

Posted on November 21, 2019

Drawing from over three decades of experience, Top Producer and Branch Manager Lance Powell, from Ameritrust Home Mortgage in Mission Viejo CA, shares his knowledge on how he creates 'wow' customer experiences.

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Topics: Producer Spotlight

The Teacher: How Mark Zachary Stays Ahead of the Mortgage Game

Posted on November 13, 2019

With over 25 years in the same industry, Mark Zachary could be forgiven if he started feeling career burnout. But he’s not there yet. In fact, he’s managed to keep things fresh—some of it by design and some of it as a by-product of the business. 

“If you’ve been out of the mortgage business more than 3 or 4 years it’s like you’ve never been in it because it’s changed so much, says Zachary. “In reality, I’ve probably created a whole new career for myself because it’s always changing.”

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Topics: Producer Spotlight

The One Practice that Will Boost Your Mortgage Sales

Posted on November 11, 2019

Consistency. You likely won’t see this word mentioned in an article on the newest sales technique or the latest technology. It’s far from a buzzword—if anything it’s humdrum, even banal.

But consistency is how the best salespeople and organizations stay on top month after month, year after year. They are consistently successful because they do the right things over and over again.

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Topics: Producer Spotlight

Mortgage Mom Radio: How mortgage vet Debbie Marcoux branded herself & thrived

Posted on August 7, 2019

The business of home ownership is in Debbie Marcoux’s blood. As a teenager she worked for her real estate agent parents, answering phones and handing out flyers. When she was 17, she passed the real estate exam in California, but by law, had to wait until she was 18 before the state would issue her a license.

By 2001, she had her first child, and wanting more family-conducive hours, pivoted from selling houses to selling mortgages, again following in the footsteps of her parents who had made the switch. Though it wasn’t a big stretch to go from homes to mortgages, she still had a lot to learn.

“You fumble around for a little while until you figure out what you’re doing, what your strategy is, and where you want to go,” Marcoux says. 

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Topics: Producer Spotlight

Mortgage Lenders predict higher profit margins as rates drop and demand surges

Posted on June 28, 2019

So far 2019 has proven to be a mortgage revival as both lenders and consumers are reaping the rewards of favorable economic conditions. US mortgage rates have dropped to near historic lows pushing up loan demand. And lenders’ profit margin outlook is positive—the first time in almost three years.

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Topics: Industry News

"Priorities, my friend": How this Top Producer and mother of four funds $80M, tackles work-life balance, and takes Fridays off

Posted on June 20, 2019

Heather Bomar has always been passionate about relationships. Part of her 2007 vision statement included wanting to relieve the burden of the loan process from her partners and putting it “reliably” on her shoulders. Doing this would inspire confidence in her team and make her partners look like rock stars in the eyes of their customers.

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Topics: Producer Spotlight

How To Determine Which Mortgage CRM is Right For You

Posted on March 20, 2019

Google “mortgage CRM software” and you’ll be bombarded with hundreds of results. Scrolling through them can make your eyes glaze over. So how do you choose?

We’re here to help. We researched mortgage-specific software across the web and found 6 of the very best solutions out there.

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How We Increased Our Mortgage Loan Volume Without Sacrificing Service (Case Study)

Posted on February 5, 2019

You can ramp up your mortgage loan volume without sacrificing productivity or customer service. It happened at Great Western Financial Services in Colin County, Texas, where Tristan Sherrill is the branch manager.

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