Friday, February 7, 2014 in Scottsdale Arizona will be the first stop in the €Mortgage Success Made Simple Tour€. I will be happy to share the time with Terri Murphy, Dave Savage, Tom Ward, and Ski Swiatkowski. I have asked Nino Pascale of Fairway Mortgage in North Scottsdale help with getting the message out and coordination of events at the Orange Tree Golf Resort. This will be the first of what could be as many as ten stops across the country sharing information and strategies to help loan originators make the transition from refinance to purchase based business, and to help move loan origination from sales experience to one of the highest professional standards. We all need to move from salesperson to expert if we are going to thrive instead of survive.
Each of my guests will have paid their own way to the event, and has donated the time and information so we have the ability to share information that matters to all of us. Our industry has to do a better job acquiring new opportunities, generating value to our customers and referral partners, and maintaining contact so we can maximize all of the opportunities we are presented.
As a member of the mortgage community for more than 30 years, and coaching and training some of the best in our industry for more than the last twelve, I have put together a powerful three hour presentation that allows for each presenter to share their insight, explain their strategy, propose solutions, and help make life simple for all originators and managers. Notice I didn't use the word €easy€. There is nothing easy about our business. However, we can make success simple if we just know the strategies and systems that help us maximize our abilities to generate and convert opportunity while supplying value to those we serve.
If you would be interested in have this tour stop in or near your city, please let us know as we are working to finalize the schedule shortly.
Simplicity means taking the clutter out of things and defining a smooth even process. Often times we make things complicated for no reason. More times than not we don't even understand ourselves what a €perfect€ transaction would look like. So that is what we can do today to improve our tomorrow. Why don't we all take a few minutes and commit to paper what a perfect transaction would look like, from the time the prospect first calls, right up to and including the closing of the loan and any follow-up that takes place. Seriously, what would it look like? Once you have it down, take each task and assign it to a timeline. Remember, having a great written plan doesn't do you any good if you don't schedule the time to actually do the work!
Now that you have the plan and the schedule, all that remains is that you set the proper expectations for everyone involved; clients, referral partners, your support team, everyone that is part of the process needs to know how they fit into the puzzle and be committed to the same perfect process! I know this sounds challenging, and it may be at first. But the rewards of committing to a plan, setting a proper timeline to the work, and creating the proper expectations for everyone will have you doing more loans in less time while building a network of referral partners that know you are the expert they want on their side of the deal!
The mortgage business isn't easy. The time has come to acknowledge that being ordinary is no longer viable. We need to do the work and transition from salesperson to expert, and that process begins when you decide that making things function as simply as possible is the first stage in developing expertise.
The Mortgage Success Made Simple Tour will be at:
The Orange Tree Golf Resort
10601 North 56th Street
Scottsdale, Arizona 85254
Friday, February 7th 2014. Coffee at 8:30am, we will start at 9am SHARP!
Terri Murphy of US Learning, Dave Savage of Mortgage Coach, Ski Swiatkowski of The Turning Point, Tom Ward of Path2Buy, and I will be sure the three hours you invest in this presentation will be well worth the time taken to attend.
Each of my guests will have paid their own way to the event, and has donated the time and information so we have the ability to share information that matters to all of us. Our industry has to do a better job acquiring new opportunities, generating value to our customers and referral partners, and maintaining contact so we can maximize all of the opportunities we are presented.
As a member of the mortgage community for more than 30 years, and coaching and training some of the best in our industry for more than the last twelve, I have put together a powerful three hour presentation that allows for each presenter to share their insight, explain their strategy, propose solutions, and help make life simple for all originators and managers. Notice I didn't use the word €easy€. There is nothing easy about our business. However, we can make success simple if we just know the strategies and systems that help us maximize our abilities to generate and convert opportunity while supplying value to those we serve.
If you would be interested in have this tour stop in or near your city, please let us know as we are working to finalize the schedule shortly.
Simplicity means taking the clutter out of things and defining a smooth even process. Often times we make things complicated for no reason. More times than not we don't even understand ourselves what a €perfect€ transaction would look like. So that is what we can do today to improve our tomorrow. Why don't we all take a few minutes and commit to paper what a perfect transaction would look like, from the time the prospect first calls, right up to and including the closing of the loan and any follow-up that takes place. Seriously, what would it look like? Once you have it down, take each task and assign it to a timeline. Remember, having a great written plan doesn't do you any good if you don't schedule the time to actually do the work!
Now that you have the plan and the schedule, all that remains is that you set the proper expectations for everyone involved; clients, referral partners, your support team, everyone that is part of the process needs to know how they fit into the puzzle and be committed to the same perfect process! I know this sounds challenging, and it may be at first. But the rewards of committing to a plan, setting a proper timeline to the work, and creating the proper expectations for everyone will have you doing more loans in less time while building a network of referral partners that know you are the expert they want on their side of the deal!
The mortgage business isn't easy. The time has come to acknowledge that being ordinary is no longer viable. We need to do the work and transition from salesperson to expert, and that process begins when you decide that making things function as simply as possible is the first stage in developing expertise.
The Mortgage Success Made Simple Tour will be at:
The Orange Tree Golf Resort
10601 North 56th Street
Scottsdale, Arizona 85254
Friday, February 7th 2014. Coffee at 8:30am, we will start at 9am SHARP!
Terri Murphy of US Learning, Dave Savage of Mortgage Coach, Ski Swiatkowski of The Turning Point, Tom Ward of Path2Buy, and I will be sure the three hours you invest in this presentation will be well worth the time taken to attend.