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! 

What you will learn:

  • Six common marketing mistakes
  • Ideas on how to correct those mistakes

Here’s what you will learn:

  • A simple formula to use when describing what you do for a living
  • Examples of niche home buyers

What you will learn:

  • Learn how to clearly describe your mortgage company’s mission/niche market
  • Why you need to analyze the type of client/loan type that make up a majority of your business
  • How the analysis will help you with your marketing strategies.

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.
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