Posts tagged borrower
What Does That Mean? — Mortgage Jargon Explained

Are you thinking about transitioning into the mortgage industry but feel lost with some of the terminology? Or maybe you’re already an independent mortgage professional and just need a refresher — in either case, this mortgage glossary can help you make sure you’re not missing out on ways to help your borrowers (or your business)!

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What Do You Say When Borrowers Ask These Questions?

As an independent mortgage professional, you’re the go-to resource for your clients when it comes to financing their home, whether it’s before, during or after the term of the loan itself. Obtaining a mortgage is an extremely complex and sometimes daunting process for your clients, and they’re going to lean on you heavily to ensure they’re making the best decisions for their financial situation.

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Benefits of Using a Customer Relationship Management (CRM) System

As an independent mortgage broker or loan officer, building and maintaining relationships is key to having a successful, long-term business. A CRM system can be your one-stop-shop for everything from tracking leads, to managing sales and engaging with your current and past clients.

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How to Utilize Processor Support in Your Mortgage Broker Shop

If you’re thinking about opening a mortgage broker shop, it’s important to think about how a loan processor can help your business. Not only does a processor take time-consuming tasks off your plate, but they help ensure the loan process goes smoothly so you can focus on what you do best – bringing more business in the door.

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