Weekend Call 2 Action – Follow up Friday!

#WeekendCall2Action – Super excited to announce #FollowUpFriday today! It’s the secret sauce to gaining loans.  Follow up is the weakest point of most sales pros but is the most crucial in converting “Leads” into customers.  Most people fail because they are only reaching out one way.  The phone.  If you’ve been in groups or mortgage sales any length of time you will know the biggest question in our industry is – What’s the best CRM?  A true customer relationship management software designed to actually assist you in following up with your leads has been the question of the decade!

As “lead gen” has evolved the options to use such as text, email, ringless voice mail, click to dial were all features one or more CRM would have, but not all of these functions.  Typically you would need to embed multiple systems in order to have the best complete package!  WAIT NO MORE!  A solution has been made!  Please WELCOME the newest edition of the JUICY list (Join Us In Creating Yes’s) for #FUBots!

A CRM with all these functions and more.  Dashboards like messenger, ring-less VM, text, email, click to dial, and follow up scripts all built in.  No more hiring someone to write your “copy”.  It’s all tried and true and updated to be the most effective follow up campaigns to vet your NEW and OLD leads.  Work with a CRM designed to help you do what you do best – SELL.  And do it to people responding to the Follow Up CRM bots that are deployed to attack your leads!! ↓

Super excited to announce the newest edition of the #JUICYList today as a CRM.  The missing element in a well rounded LO growth plan.  This is in beta stages now and the costs for “other systems” that make up what #FUBots does would costs you over 400 dollars per month.  GET FOLLOW UP BOTS CRM HERE!

I’m all about having a well rounded plan of attack to help LO’s gain business, learn to do loans, and then send them to my #WholesaleLender to #GetOnPoint and CLOSE!  #GetOnPoint with #BluePointMtg and let’s close the apps you take from this!

As Always –

#FollowUpWell

Thursday’s Thoughts – Did you get the SKINNY?

#ThursdaysThoughts – Did you get the #Skinny?  Yep the skinny package is what it’s called, and in the #WholesaleLending world many #MortgageBrokers have the choice to disclose to the borrower, or have the lender do it.  Many LO’s and Broker’s have the lender do it as it takes a level of compliance out of their hands.

We have a small package that contains 5 things that we call the Skinny package! Get the 411 on the skinny today! These are the 5 things I suggest to my broker partners to upload as the very first PDF inside a loan.  Then typically the other 190 page PDF comes in with the all the supporting documents.  LOL.  Put your loan in queue to be disclosed today!  Upload the #Skinny! ↓

We want to provide options for our business partners, and giving them the choice to disclose or to have #BluePointMtg disclose for them is one! We have a list of over 25 AMC’s to choose from for appraisals.  We can choose to send out a CD early, choose to change a compensation plan monthly, choose to be borrower paid or Lender Paid. (and change them in the loan) My point – #GetOnPoint with #BluePointMtg.  We close loans that’s the point!  Here’s a link to the SkinnyCLICK HERE to get signed up!

As Always – I’m in the office taking “I gotta guy” questions and turning scenarios into loans!  Why not yours?  🙂

#SellWell

Wonderful Wednesday – The People Difference!

#WonderfulWednesday – The People Difference! I can say I have great rates, and awesome programs, but it’s the people that make a difference.  We are in a people business, no matter how “automated” this industry becomes, there is always going to be people behind the scenes.  So this year it’s important that you pick whom you do business with.  Pick and choose your own battles.  100%

If I can make a difference some way it’s to help my company grow with a single shot at a loan from YOU! #MortgageBrokers! Then our people will help WOW you and our processes will help you hit your deadlines.  And we can all do more business! #GetOnPoint! ↓

I add a ton of value to my followers and fans all the time, I have to do a few #SelfPromotions from time to time.  And today just felt right! I am all about helping those easy files close quick, and the difficult one’s close on time.  Need a second set of eyes’ on a loan, perhaps you’re running into an overlay somewhere?? Shoot me an email here —> Email the JUICEman! Let’s #JUICE your file and help a homeowner together! #GetOnPoint with #BluePointMtg!

As Always – Pick your battles wisely

#SellWell

Monday’s Motivation – Structure Matters!

#MondaysMotivation – Structure matters for those that balance a file upfront! Since today’s Monday and you are getting contracts signed and sent over from accepted offers over the weekend…. Might as well, go over what to do! Since there are a lot of retail LO’s coming over to the #Wholesale #MortgageBroker side.  The “way” loans are done are the same.  You should be balancing your file upfront.

Structure Matters big time, the last thing you want to do is get to the closing table and have money left over from the sellers concessions that are left on the table.  Structure your loan’s pricing to help the borrower get the best rate! Do this upfront and later locking is easy.  I give a specific example where pricing made the difference in various buckets.  ↓

Today as we talk about the HOME that got accepted, Loans are a by-product of the home purchase.  So lead with the home to get more loans!  How do you find more #REAgents with listings?? Help the one’s with them, gain more eyeballs.  More everything will happen as a result.  See what #LOMastery is all about! CLICK HERE

As Always –

#StructureWell I mean #SellWell 🙂

Weekend Call to Action – Follow Thru!

#FollowUpFriday – #WeekendCall2Action – #FollowThru – Yeeeeehaawwww – It’s Friday, I ♥ Friday’s for one reason.  Everyone is always in a good mood, unless their loan is blowing up (which is often times a way for me to get in the door and save the day) and I always have the best conversations on Friday.  Friday’s grow your business!

Two points to today’s post! Use opportunity that is created (Like a Friday) to follow up with your referral partners.  Find out if they have open houses, ask if you can help.  Go to your best agents FB/Insta pages and help them gain exposure to their listings.  #Like #Comment #Engage Bottom line is get involved with people!

Second main point is go back to your “to do” list for the week, or scroll your own emails for an opportunity to reach out and #FollowThrough for someone.  If you said you would do something this week (or ever) try to make time to do it.  We all get distracted, even me.  With that said following thru with #ThursdaysThoughts is a video I wanted posted.  I’m over here WAIVING!! lol  – I post on FB and Insta, but never got to the blog yesterday only due to wonderful opportunities to help others.  The phone was lit!

Do the same for yourself on some aspect of your business.  Use the good nature of today to let others know you care! Use the day to follow thru on something you said you were going to do for someone.  After all you can only evaluate people on what they do not what they say.  Stand out in character if you say you’re going to do something.

Oh – And reminder for all you Broker’s that said “you’ll fill out the broker package” – please do what you say your going to do and this weekend (maybe Sunday?) when you’re planning for next week, let’s put #PenToPaper!  CLICK HERE for the package!

As Always –

#SellWell

Wednesdays Wisdom – 3 reasons why #BrokersAreBetter

#WednesdaysWisdom – 3 Reasons why #BrokersAreBetter!  There’s a lot of LO’s out there that do not understand the difference between brokering and being a bank.  And more and more Broker’s are sprouting up each day.  Today I go over 3 reasons that come to my mind about why Broker’s are better.

I have an awesome community of mortgage professionals called; Sales Talk with Mortgage Pro’s.  Feel free to join in on the convo’s and fun! Just the other day in a conversation a few LO’s thought they had “better” rates on a Jumbo loan than of a broker.  While this product is one that has Banks upper hand (in the past), it is only because they can lend bigger amounts at lower yield of interest on their own portfolio.  Right now more and more #WholesaleLenders are out there, and I was explaining to this LO, that if he was a broker, he could find lenders to compete with the programs he needs in his market.  This type of segmenting for programs exists now again, as there are so many options for lending programs versus the A-typcial conforming mortgage loan.

3 Reasons why #BrokersAreBetter ↓

Weather your a MLO at a Bank or an originator at Broker’s shop.  The biggest advantage you have is being able to present many different options for any one lending need.  #GetOnPoint with #BluePointMtg – We offer a ton of #Niche programs to specialize in various programs that any #MortgageBroker may need.  From Bank Statement loans, to investor NIVA’s, to Reverse loans.  We often fit in many broker’s lender arsenal due to this fact alone.  Yesterday I started two new relationships one due to having VA loans that we will manually underwrite, and one due to having so many options on the Non-QM product mix.  #LetsDoBusiness – CLICK HERE

#BrokersAreBack

#BrokersAreBetter

As I always say –

#SellWell

Two for Tuesday – Let’s take a walk!

#TwoforTuesday – My why is hidden in this, and really I ♥ the opportunity I have to help others with a “Dream Dad Career”.  I say this because every day I have the opportunity to walk my kids to the bus stop and see them walk in the door from school.  Help with dinner and actually eat with the family.  Much of which at some point in the #MortgageIndustry many might have skipped for success efforts.  I feel very fortunate to be able to craft my days work around family, and be able to put in long hours in the leisure of my own home.  My first point today, be in tune with your WHY, it will help you manifest your own destiny.

Second, today is a guideline day, and typically I shoot from the hip on these videos as a first take, and I recite the most commonly asked questions over the last week and provide everyone I can the answers to these questions.  This week it’s about title seasoning, both FHA & Conventional I go over in terms of rate and term and cash out!  With our **PRICING SPECIAL on VA IRRRLs and FHA Streamlines this month, the golden rule of 210 days comes to play.  Make sure you know this! Flips are allowed on Conventional, and you only need 1 day on title for rate and term.  Cash out is a different story.  See the video for the whole nine! 🙂 ↓

#TwoForTuesday – @BluePointMtg we are growing and have two great opportunities for those in the local Costa Mesa, Irvine CA area.  If you know someone that has #MortgageExperience in operations or is looking to get in the industry.  This is it! I have talked about the people being the biggest difference maker several times, and we have a need for Disclosure Specialists and Account Manager Assistants (AMA’s)!  I’m looking for your warm referral to others that you may know in CA that would like to work with great people and have opportunity to grow with Us! Who do you know?

As I always say – Share – Interact – Like – Repeat

Send me a #DM of your resume or email to reach out and inquire about positions!

#SellWell

Monday’s Motivation – The People The Difference!

#MondaysMotivation – The People – The Difference! Wow what an awesome week in California! I will detail my trip a bit this week to update all, we’re back jack! Time to get #JUICY! Join Us In Creating Yes’s for your pipeline this week!  Monday’s Motivation is about the people that make the difference.  More than likely it’s you reading this! The difference is the effort and attitude of those in it to win it! They don’t complain, they work with others any way they can, they make that extra effort to see a win daily.  That’s the daily dose today’s all about!

You can too, make a difference to the people in your community, and with the people on your team.  All you need to do is make that extra call, make that extra effort to clear your queue, make that extra meeting you debated to attend.  The time is now, the every bit of “extra” you can make will make your difference! See a win today with the attitude and effort of today’s message!

Wow was Cali cool, the weather for the most part cooperated and was sunny and beautiful.  Air was fresh, and surroundings were awesome.  Great food, sweet cars all over the place, and nice people! I met some really awesome broker’s, team members and AE’s I’ve not had the chance to meet face to face!  The difference is the people and their can do attitude.  I’m super stoked for the week and ready to make a WIN every day!  Are you ready to #GetOnPoint and Join Us In Creating Excitement for your pipeline?

@BluePointMtg – The people are amazing, and the difference is the little actions that go above and beyond the call of duty.  You want to close fast?  How about have a personable connection and communication with those handling your files?  Well our people are ready to help – give BluePointMtg a shot on your next deal! CLICK HERE!

As Always –

#SellWell

Weekend Call 2 Action -Follow Up Friday!

#WeekendCall2Action – Follow UP Friday is only one part today! But the story is a lesson learned by a LO this week.  He used to “not” follow up as aggressively as didn’t want to be annoying (I guess).  He committed to going all in, and after gaining some contact information (with a bad number) he continued to follow up.  Well, low and behold somewhere after the 10th email, this lead responded and became a prospect! That prospect is now a client! #FollowUpMatters

Second main point this week is to #Travel!  I’m going to attend a quarterly event for a business partner this next week and am traveling myself to back to Cali! I ♥ California, and with traveling it seems I always get a “burst” of energy.  Anytime you travel your brain can do that to you.  lol.  My suggestion, is to use this to your advantage.  Travel get out of your comfort zone a few miles.. 99% of the time when you stick your neck out there and travel to do it, it has great results to your business.  When was the last time you traveled to visit a Real Estate office on the “other side of town?”

Third and final point today, Collaborate.  Get the #WhiteGloveServices going on.  Or the #RedCarpetDeals for your new clients and help add value to them even after closing.  You can do that by collaborating with a ton of different services for homeowners.  Handyman service, cleaning service, painters, lock and key smiths, Alarm company, Insurance company, movers, moving trucks (or offer one), lawn services, landscape company, a service to help transfer utilities!  There’s a ton of ways to do this, but collaboration can help gain you more referrals as well.  This puts a full big picture to your service as the clients #Lender4Life #MortgagePro and newest edition to their #FinanceTeam.  ↓

Do these things and think outside the box now.  Follow up on all leads, travel and expand your reach, and create ways to continue to add value to your clientele long after the sale is done.  #SellWell

#LetsDoBusiness CLICK HERE

Thursdays Thoughts – Niches are the game!

#ThursdaysThoughts – #Niches are the Game!  #GetOnPoint with #BluePointMtg I’ve been talking to a lot of people recently that have asked, what are your “niches” what do you do that’s different?  We are a true wholesale lender for #MortgageBrokers and our core business is #Niche loans.  FHA/VA/CONV we do and consists of 70% of our business! Remember VA and Conventional loans can go LP (Freddie) instead of Fannie (DU)!  Many seem to forget that.

Besides Home Possible, Home One, CALHFA (FHA), and manually underwritten loans we have many other options.  Including MI types, I talk in today’s video briefly on the types of delegated MI we have.  203H, is mentioned, and Reverse and Non-Agency loans! From a lender view we give our partners options to go borrower paid, or lender paid, to disclose on your own, or offer to disclose for you, and even change your comp monthly as needed.  #StayCompetitive

My thing is to help LO’s get paid! We all love loans, but like the payday the best I bet.  So if you’re in the same boat, and want a SPEED AND SERVICE NICHE LENDER in your arsenal!  Let’s chat Loans!  As I always say, I ♥ “I gotta guy” questions! 🙂

CLICK HERE TO SIGN UP

As Always –

#SellWell

Mortgage sales expert. Helping mortgages close everyday.

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