Industry insights, best practices and thought leadership.
Optimizing Your Mortgage Process: Authentic Communication with Clients
Your mortgage process refers to the path your clients take and their experience working with you to secure mortgage financing. How you... read more
Optimizing Your Mortgage Process Series: Motivating Clients to Take Action
In the previous article, How Your Clients Find You, we established that an optimized mortgage process starts with ensuring the accuracy of... read more
Optimizing Your Mortgage Process: How Your Clients Find You
Having accurate information online builds trust with clients who have been referred to you, and allows you to optimize for a better client... read more
Optimizing your Mortgage Process Series: Getting started
Most mortgage professionals employ a mortgage process that, to some level, fails to meet their client's needs. So we’re here to talk about... read more