SFbBox by debt consolidation

Managing Your Mortgage Practice

Finally,it’s all about the systems.  Learn how a few tweaks can make your business run smoothly and efficiently.  How to hire an assistant.  How to better manage your time.  How to set up (and effectively use) a database.  Unique ways to get leads.   Even an exit strategy if you decide to leave the business.   You’ll find step-by-step strategies and systems so you don’t have to reinvent the wheel! 

Members can download, and read more on how to implement, the following checklists: 

  • Creating an Awesome Client Experience: Office Makeover Checklist
  • Do You Need to Update Your Processing Checklist? 
  • 28 Things to Do If You Change Mortgage Companies
  • How Well Do You Know Your Referral Sources Checklist?
  • What to Consider When Hiring Your First Assistant Checklist 
  • 33 Questions to Ask When Hiring a Mortgage Loan Processor Checklist
  • 9 Different Ways to Use One Piece of Content

What you will learn:

  • Reasons why you might sell your mortgage database if you leave the business.
  • Setting up your database so it can be easily managed by someone else
  • What needs to be included in your database
  • How to put a price tag on your database.

What you will learn:

  • Why you need to introduce your clients to people who will be involved with their loan
  • Read the outline on how to write team introductions
  • Members can download a sample “Intro to My Mortgage Team” flyer!

Written by: Coach Victoria Fifield, Owner & Head Business Coach of I CAN Coaching Company and Creative Administrator of her FREE help Facebook Fan Page, "Free Business Coaching Tips, Tools & Resources for Mortgage Professionals."  Website: http://www.icancoaching.net/

A reminder to DIVA MEMBERS - you can request a complimentary, 1-hour strategy session with Coach Victoria here!

What You Will Learn:

  • How fear might be holding you back from creating more business
  • Tips on how to consistently market/brand yourself

What you will learn:

  • Why your past clients are the future of your business
  • Script you can use to reconnect.
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