Interview: Top producer and the CORE training coach Jen Hernandez Coaching other mortgage originators helps team leader stay accountable and productive Before Jennifer Hernandez and The Hernandez Team were funding 200 loans a year, she was crashing from working 12 hour days and eating lunch when most would eat dinner. Now, her team is a well-oiled machine producing $65 million in loan volume, and …
Why you should hire for culture, and train for skill in your mortgage office
Why you should hire for culture, and train for skill in your mortgage officeEmployees who “fit” enjoy greater success and longevity Research has concluded that employees who fit well with their organization, coworkers, and supervisor had greater job satisfaction, superior job performance, and were more likely to remain with their organization. In other words: make sure your hire fits the culture …
Interview: Top Producer James Pulsipher Talks Mortgage Workflow
Interview: Top Producer James Pulsipher Talks Mortgage Workflow Top mortgage originator uses tasking systems to set pace for 470 units funded in 2015 James Pulsipher is known within the mortgage origination industry for a couple of things: producing high volumes, and his preference for finding new levels of efficiency by using his brain and experience, not his wallet, to improve …
How eClosings improve mortgage experience
How eClosings improve mortgage experience CFPB study links higher scores with technology-supplemented eClosings Embracing the benefits of technology can potentially provide a smoother, more efficient closing process for borrowers as well as less delays and costs for lenders. Let’s review in detail a recent Consumer Financial Protection Bureau (CFPB) study, where mortgage eClosings were associated with higher scores for certain …
Interview: Loan officer Joe Bass focuses on organic growth for his mortgage office
Interview: Loan officer Joe Bass focuses on organic growth for his mortgage office Process, personality, and humility have Joe Bass’ team on pace to close over $70 million in volume this year Joe Bass, of The Bass Group, has a goal: to be the #1 VA originator in San Antonio. On their way to that goal, his team achieved over 35% …
How Top Mortgage Loan Officers Differentiate Themselves with Communication
How Top Mortgage Loan Officers Differentiate Themselves with Communication Earn more mortgage leads with timely information I recently asked two top mortgage producers how they keep their clients and agents updated — and what that has done for their business. Information flows back and forth with ease, so why limit yourself to delivering only milestone updates? What would happen if …
Interview with Linda Rudd — the CORE mortgage training coach
Interview with Linda Rudd — the CORE mortgage training coach Linda Rudd of Your Lending Team in San Antonio, has originated $31 million in year-to-date loan volume, putting her on pace for $46 million in volume this year. We checked in with Linda, who doubles as a mortgage coach with the CORE Training, to see how she keeps her team performing at …
Our Founder and CEO was recently interviewed by Mint.com!
Our Founder and CEO was recently interviewed by Mint.com! Recently, Floify founder and CEO Dave Sims was contacted by Mint.com to participate in an expert interview. The topic: managing mortgage documents better. Dave talks about his favorite topic, email hell, as well as some common mistakes mortgage originators make when managing paperwork, how Floify works to make the mortgage process …
How to work with Luddite mortgage borrowers
How to work with Luddite mortgage borrowers Written by Floify’s Dave Sims for Inman.com. Reposted here with permission. I’ve heard many stories about technology-averse mortgage borrowers. Below, I’ve listed common objections to using technology during the mortgage process from borrowers, followed by answers to help borrowers overcome their objections. Although these are aimed at a mortgage scenario, they could be …
I just got profiled in The Globe and Mail!
I just got profiled in The Globe and Mail! I just got profiled in The Globe and Mail! It’s in The Next Million magazine, produced by KPMG Enterprise and The Global and Mail. Check it out!