Let me share something with you that I think could change the way you look at your database forever. Recently, I had 20-year mortgage veteran and SVP of CrossCountry Mortgage Jeremy Forcier on The 360 Experience podcast, and he reminded …

Annual Mortgage Reviews: 7 Questions To Reactivate Past Clients Locked at 3% Read more »

There’s a critical difference between being a mortgage originator and being a true debt advisor. Originators quote rates. Advisors manage debt.Originators wait for the perfect scenario. Advisors create one.Originators try to “sell” refis. Advisors prepare clients for inevitable decisions. Right …

From Loan Officer to Debt Manager: The Mindset Shift That Creates Lifelong Clients Read more »

Did you know American homeowners are sitting on $37 trillion in equity? That’s a mountain of opportunity—and mortgage professionals like Jay Dacey are showing exactly how to tap into it. In this Loan Atlas conversation, Josh Mettle and Jay share …

$37 Trillion in Home Equity: The Incredible Opportunity for Loan Originators Today Read more »

After nearly two years of elevated mortgage rates, the market is finally shifting in a direction that benefits homeowners and mortgage originators alike. Rates are dropping, and it’s estimated as many as five million refinance opportunities will be uncovered. Many …

Refi Gold Rush: How Top-Producing Loan Officers Prioritize Their Clients When Rates Drop Read more »

There’s No Better Time than Now When business is slow, the last thing you should do is remain stagnant. Times like these are the perfect opportunity to actively nurture relationships within your existing network, which will generate referrals and create …

Unlocking Opportunities: Marketing to Referrals in Times of Slow Business Read more »