We want to represent you and your interests, to MATCH you with a Lender who best suits your Operational needs, Product Set, Pricing Model, and Territory.
Now you’re ready to enhance your career by partnering with a Bank or Lender who better fits your model.
Let’s have a quick conversation. I want to learn what’s important to you, how you’re successful, and what your lender could do to better support you. Remember; It’s not only about improving your income, it’s also about improving your quality of life. Call me at 860 383 8100. Or email me at [email protected]
Here are some things to ponder, prior to reaching out.
- Do you find yourself working too many hours?
- Do you have an assistant? Could you use one?
- How automated is your CRM and marketing systems? No really? How much time do you devote to manually staying in front of borrowers, Realtors, and other referral sources?
- How do you feel this year’s volume will compare to last?
- What market conditions do you anticipate over the next 12 months?
- Tighter Margins
- Rate increase
- Rate Decrease
- Inventory Shortage
- Regulatory restrictions
- With refinances on the decline, how are you (and your lender) planning on replacing that void to increase purchase production?
- With the anticipation of realtor consolidation, do you feel that realtor “mega teams” will affect your business? And how?
- Why do you lose deals to your competition?
- Rates?
- Lack of Product?
- Poor back office?
- Do you feel that your local, regional, and national leadership supports your individual goals, and is invested in growing your business?
We may not have all the answers, but that’s not the goal of our conversation. Our goal is to navigate you through a potential career change, and find a lender who best suits YOUR needs.
