Posts in Business Tips
Experience Flexibility as an Independent Mortgage Broker

Work-life balance is an important consideration for many when it comes to choosing a career, and while the overall concept is simple, it can sometimes be difficult to actually find a career that allows for the flexibility required to get there. A career as an independent mortgage broker or loan officer can offer you the flexibility and independence that many jobs don’t.

Read More
How Social Media Can Improve Your Independent Mortgage Broker Business

As an independent mortgage broker, you’re going to encounter a lot of competition from retail lenders and large banks. That’s why it’s imperative you find ways to stand out among the noise. This is where social media comes into play as an effective way to stay connected with past clients and partners, as well as potential future referrals.

Read More
How to Create Your Own Mortgage Broker Business Plan

There’s no right or wrong way to write your mortgage broker business plan, but there are some key sections you’ll want to include to make the most of it. A plan that’s tailored to fit your industry acts as a roadmap that can help you structure your business and scale fast.

Read More
How to Get Ready for Home Purchase Season as an Independent Mortgage Loan Officer

As an independent mortgage loan officer, purchase season is when you and your business can really thrive. With warmer weather and summer just around the corner, a significant number of prospective clients are getting ready to sell and/or purchase a home.

Read More
Becoming Your Community’s Go-To for Mortgage Needs

It’s no secret there’s a lot of competition in the mortgage industry. As an independent mortgage broker, you’ll mainly be competing against banks and big retail lenders. The best way to do this is to build brand recognition and credibility by establishing yourself and your business as an integral part of the community.

Read More
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.

Read More
How Independent Mortgage Professionals Can Make an Impact on Their Community

As a local mortgage professional, immersing yourself in the community not only allows you to make a large impact, but it also expands your referral network. Small businesses support each other, and as you build relationships with other small business owners, you’ll have the opportunity to refer prospective clients to one another.

Read More
10 Interview Questions You Need to Ask Potential Loan Officers

With more loan applications and prospective homebuyers filling up your pipeline, broker shops need quality loan officers to join their team and keep up with the demand. Between hunting down candidates to interview and making sure they’re the best fit for the role and your team, finding the best talent for your broker shop can be daunting.

Read More