Every mortgage broker has a few skeletons hiding in their CRM. They are not bad clients or impossible deals. They are the files you scroll past because the last conversation ended with an uncomfortable problem and no obvious solution. … Read More »

“I don’t do private mortgages.” We hear this regularly from mortgage brokers—and we understand why. Many brokers have built their businesses around helping strong, bankable clients secure financing from banks, credit unions an … Read More »

September resets the broker calendar. Clients are back from vacation, listings are coming to market again, and the deals written over the summer are landing as October and November closings. Most brokers spend the first weeks of the m … Read More »