Are you a Top Manager in your market?

We make sure you are valued for your own credentials and not just “how many heads can you bring” or “how much annual volume”. At the same time, it’s important to get your team to BELIEVE that the lender you are going to join is going to be good for them, not just good for them because it’s good for you.

This is a crucial point in the transition process where most of your Loan Officers give you the “I’ll take a look at it, but I’ll wait to see how things work out.” We are well versed and experienced in what it takes to move you and your entire team ALL AT ONCE.

Now you’re either at the point where you are bogged down with reporting, tired of having to say “no-go” on loan after loan, or simply getting beat up by regulatory restrictions by your lender.

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 and your team. 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?
  • How much time do you spend recruiting? Does your lender devote resources to help? Internal recruiters? External resources (folks like me)?
  • Are you constantly on manager meetings, sales calls, and focus too much on charts and graphs?
  • 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.

Want us to call you? Here’s all you have to do.

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