Pat's Blog

Refresh Your 2024 Marketing Approach for Better Sales Results

As mortgage marketing tasks become more integrated into CRM systems – think emails, social media posts and text messaging – it’s easy to adopt a “set and forget” mindset. However, top producers...

Millennials’ Dream of Homeownership Alive and Kicking

Amid the industry’s doom-and-gloom 2024 forecasts, millennials’ desire to own a piece of the American Dream remains a glimmer of hope for lenders and LOs. Recent research indicates this influential...

Tap into Video for Powerful Prospecting Results

Video content has long dominated the social selling landscape but its popularity with consumers has grown exponentially in the last few years. Translation: LOs can’t afford to ignore this powerful...

Referral Business Reset: 3 Essential Steps for Success

In a tough marketplace, many LOs are focused on capturing more referral business from Realtors. While this is a smart strategy for mortgage sales professionals across the board, the truth is that real...

The Mindset Shift LOs Need for Long-Term Success

Right now, lenders and LOs are laser-focused on chasing down that next loan but it will take more than a transactional approach to succeed in the long run. LOs who want to stay in the game should...

What Prospects Need to Earn to Buy a Home in 50 U.S. Cities

Rising interest rates and stratospheric housing costs continue to push the dream of homeownership further away for many people. A recent Visual Capitalist infographic mapped out what prospective...

Visual Capitalist Charts Mortgage Banking Highs and Lows

Mortgage boom or bust cycles are nothing new. But what’s different about our current marketplace involves the degree of fluctuation we’ve seen in the last few years. A recent Visual Capitalist...

How to Push Past Procrastination and Achieve Your Goals

Procrastination. It happens to every mortgage manager or LO at some point or another no matter how dedicated and driven they are. Whether it’s coaching your team or making prospecting calls to...

Storytelling: The Key to More Powerful Sales Presentations

Storytelling is one of the most powerful tools originators have to engage prospects and referral sources. The best producers incorporate storytelling into their sales presentations to forge stronger...