Performance Experts Mortgage Blog - Success Stories, Advice, & More

Coaches Corner Blog

Helpful mortgage business building strategy, tactics,
case studies, and interviews.

Smartly Connecting with Clients Easily

Mar 13, 2019

I want to tell you a story, about a client that is not part of the Leadership 360 program but he is coached privately by Julie Weix — who’s my partner in Leadership 360. His name is Jeremy Radcliffe and he disclosed something in the recent Masterminding session that was really brilliant.

In our coaching programs, one-on-one sessions and in our group coaching dynamic with our clients...

Connect with Referral Partners Like A Top Producer (Even If You Aren't One)

Jan 29, 2019

Today's Business & Life Tip, many of you are starting to ponder what your business plan will look like in the calendar year of 2019. I am reminded by the most recent Leadership360 Group 7 retreat in Costa Rica, one of the things that we were talking about in great depth at that retreat was the importance of relationship development being at the top of the list for your business...

The Biggest Mistake I See Loan Officers Make (And How to Fix It)

Jan 21, 2019

Today's Business & Life Tip, I have often said for years and years that, “The Loan Officer with most friends wins.” This is a conclusion that I came to in my early career. It was by accident, as most things are wasn’t really designed. I just kind of figured it out through observing and watching the results of certain things.

One of the things that I used to do from...

The Secret to Great Mortgage Team Leadership

Jan 14, 2019

Today's Business & Life Tip, is about the subject matter of Leadership. I want to first start by asking you a question, “If we did a 360-degree interview with your team and asked you about your leadership skills and how you felt about your team. And, then I interview your team and ask them about your leadership skills and how they perceive that you feel about them, what would they...

Helping Your Borrowers In A Tight Inventory Market

Dec 17, 2018

Today's Business & Life Tip, is about the subject matter of, "Your borrowers having a difficult time finding a property in today’s very tight inventory real estate market." What ends up happening after a few months is frustration starts to creep in and understandably so, maybe they’ve written a couple of offers and they were outbid, and maybe they’re just not finding that...

The Critical Role The Law of Reciprocity Plays in Attracting Realtors

Dec 12, 2018

Today's Business & Life Tip, this video may sound familiar to another one that you’ve listened to, but trust me this one is a little bit different to the subject matter of pursuing real estate agents and bringing value to them. I want to go a little deeper and a little bit more specific.

When I first started pursuing real estate agents I had access to a library of one-page business...

The Easiest Marketing Strategy to Implement

Dec 03, 2018

Today's Business & Life Tip, is probably the simplest one that I’ll ever give you to implement and yet has such an impact on your overall business growth if you implement it consistently. I call it, "Two-a-Day, Ten-a-Week, 520-a-Year".

Now, I’ve always said that the loan officer with the most friends wins and I really want you to think about the word friends and friends is a key...

Capitalizing on Every Loan to Create Referrals

Nov 26, 2018

Today's Business & Life Tip, is part two of the subject matter of marketing to your clients while you’re working with them and the importance and critical nature of seizing that opportunity when you have a captive audience for 45 to 60 days.

I think one of the things that I want to share something that Greg Frost, way back maybe 20 years or so ago shared, that I thought was such a...

Are You Getting The Most Out Of Your Advocates?

Nov 19, 2018

Today's Business & Life Tip, I want to talk to you about Advocates, and by advocates I mean, those people that are in your sphere of influence, your past customer database if you will, that are truly advocates of you. And, do you know who they even are?

I remember back in the day, I started running reports out of my database at the end of the year to determine where I got my business from...

Easy Ways You Can Turn First Realtor Meeting Into Success

Nov 12, 2018

Today's Business and Life tip is on relationship to Development Referral Partner Relationships with Real Estate Agents, Accountants, Financial Planners, Insurance Agents and the like...

Recently, was talking to one of our wonderful client by the name of Greg Kingsbury, who did a little over 350 loans last year and his master of developing relationships. The strategy that he's used...