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Goal-setting Tips for Loan Officers–Develop a 90-day Plan

APM has a long history of setting time aside each year to plan out the coming year’s path for success, and we wanted to share a few tips with you. We believe that the more intentional we are about what we want to accomplish, the more likely it is that we’ll achieve our goals. We also believe that ...

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How to Manage Your Mortgage Reviews

At APM, we talk a lot about developing a business plan in the new year. We develop our leadership plan, setting our course as a company for the coming year. We also encourage our loan officers to have a plan where they set goals around three key areas—Production, People, and Personal. People ...

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Year-end Business Planning Tip: Evaluate Your Mortgage Marketing

Mortgage marketing is one of those things you can easily throw money at (because you know how important it is) without ever carving out the time to evaluate what that marketing is actually doing for your business. While that’s understandable, especially in a busy year like 2020, analyzing your ...

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How Year-end Business Financial Planning Impacts Your 2021

If 2020 has taught us anything, it’s that you simply cannot be too prepared. That goes double for your year-end business financial planning. It’s almost certainly far from the sexiest topic on your mind this time of year (no judgement if it is), but it is definitely one of the most necessary. ...

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Year-end Business Planning Tip:  Evaluation of Yourself and Your Team

Here we are, nearing the end of 2020. How would you rate 2020? Do you want more years like this one? We’ve heard from many loan officers that they haven’t had a chance to come up for air and that the business just keeps coming. This is a great problem to have, but don’t forget to carve out some ...

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Why Q4 Planning for Your Mortgage Business is So Important

This time of year is busy with the holidays, and of course, business as usual—that’s even more true in 2020. But Q4 planning for your mortgage business is important, and it’s worth taking some time to really focus on it rather than letting it slide during the end-of-the-year hustle. Here are some ...

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Tax Planning Strategies for Your Mortgage Business

That’s right, it’s time to talk about every loan officer’s favorite subject—tax planning strategies for your mortgage business! While this is not the most exciting topic, it’s important because what you do now can help you save on taxes by reducing your taxable income, and sometimes, even your tax ...

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How to Nurture Your Mortgage Database Long-Term

If you caught our recent article about why you should market to your book of business, you know how important it is to create a system that allows you to stay in touch with your sphere. Once you develop that system, it isn’t difficult to nurture your mortgage database long-term. Database marketing ...

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5 Reasons Why You Should Start Database Marketing Right Now

If you’re not nurturing current, past, and prospective clients through database marketing, you could be missing out! Your book of business should include the people most likely to give referrals or do repeat business with you because you’ve already established the know, like, and trust factor. It’s ...

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5 Ways to Avoid Burnout at Work as a Loan Officer

Managing your stress level and your health, especially in the middle of a pandemic, is more important than ever before. But with record loan volume, a phone that’s ringing off the hook, and your kids schooling from home, you’re probably feeling like working around the clock is the only option. In ...

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