client follow up

This is a quick & easy marketing idea to follow-up with customers from the past year.  Send out this cover…

The Financial Fitness Marketing Letter & Form can be sent out at any time during the year, but it is most…

I know I sound like a broken record: you may be the best loan officer in the entire world, but if people don’t…

With hurricanes, fires and floods, people are often given short notice of the impending catastrophe. They rush…

Written By: Karen Deis A friend of mine, Avery Maxwell, shared this fabulous idea with me.  He throws "house…

I know what you do, (and it’s exactly what I did) you give a “shopping list” of documents that your clients…

Ask and you shall receive! That’s what I did! I asked some of the top loan officers to share their best…