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Mortgage Marketing Tips and Tools



I have seen many loan agents work long, hard hours with few results with their mortgage marketing. When you look around the office, what are the most successful agents doing? You should be doing the same thing.

Are you wondering where they get the “extra” time to golf, or even get home for dinner on time? Their secret is not really a secret at all. They have a plan. And it works. Yes, I know, you have a plan, too. But is it working? Do you need to do a little revamping here?

We have all been brought up to believe that those who put in the most hours, work the very hardest will get the most results, right? Well, yes and no.

Yes, those who work the hardest do get more results. But those who work the SMARTEST get better results. Smarter meaning having a set plan, and adhering to it. And your mortgage marketing plan should be solid and verifiable.

Take a moment to write down your daily plan, call it a to-do list. Now, prioritize that list, number the list items from one to your last item. This is not rocket science, but bear with me here.

Review your list. Now, make an appointment time for each item. Yes, an appointment time. Allow just so much time to complete the first item, and then move on to the next item. Repeat. Do not move any item to the next day.

As a loan officer I really need to keep focused in this manor, as elementary as it seems. But sometimes I let a borrower run me in circles, wasting valuable time when I could be, and should be, using that time to be more effective. Not only for their sake, but for myself, as well. And then I find my to-do list expanding well into the wee hours when I should be, and long to be elsewhere.

Over the years I have tried several systems to streamline the whole loan origination/completion process. Recently I have begun to use a new system, Loan Maker Gold - Mortgage Marketing At only $59, I felt that I could add this to budget, especially if I would get more loans in my pipeline, and my mortgage marketing efforts will be smarter. After all, I will need the write off when all these new loans hit, right? RIGHT.

At this price, maybe you should get a jump-start on the surge of loans that you could be handling for all the short sale clients and use this to your advantage over your competitors.

I have found that referral business is more likely to occur when my loans have gone more smoothly, and I was more efficient. And we all are striving for that referral business that will lead to more leisure time, right?



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