Insurance companies handle a large amount of information related to personal, financial, and health. They obtain this data by generating leads through marketing activities. But strict regulations govern how companies can market their services. Your company needs to follow the Telephone Consumer Protection Act, California Consumer Privacy Act, General Data Protection Regulation, etc, if it […]

You put your heart and soul into your mortgage business every day by building strong client relationships, sharpening your expertise and overcoming the challenges that come your way. But what if all that effort could unravel in an instant? That’s the risk non-compliance brings. In the industry, failing to follow the rules of mortgage compliance […]

The mortgage industry runs on people, and it’s the trained professionals like loan officers, underwriters, and processors who keep the business moving. But getting the right people in the door at the exact time that you need them is an ongoing challenge for mortgage companies. The hiring need goes up and down. When loan demand […]

Candidate sourcing tools for a loan officer describe that while a mortgage company uses different kinds of technology or software to find, qualify, and onboard them for recruitment. Top tools can be unique according to different companies because not all companies have the same needs, but we will discuss the tools that are used mostly […]

Reducing loan officer hiring mistakes can save a significant amount of money for your brokerage. So, knowing the common mistakes and improving them for further hiring is necessary. In this blog, we will discuss some of the common hiring mistakes for brokerage and their effective fix. Hiring without a well-defined role. Favoring speed over fit. […]

It’s hard to find competent, expert loan officers. The best candidates are already engaged, and traditional job postings can easily get lost in the mix. That’s where lead magnets enter the picture, and they hook top talent with value first. Here’s why smart lenders and recruiters are turning to the use of lead magnets to […]

Creating a structured loan officer candidate persona will help your recruiting process more faster and efficiently. So, how can you easily create a candidate persona for a loan officer? Well, in this blog, we are going to give you complete knowledge about it. We will cover the step-by-step process of creating personas with examples. Also, […]

Effectively handling the b2b sales questions will help you turn potential clients into reliable customers for your business. Through asking the questions, you will learn how the prospects want the solutions and what problems they are facing. That’s why, in this article, we will discuss some of the important and commonly used sales questions related […]

Competition in the commercial insurance industry is intense. It’s important to find creative ways to reach potential clients and retain the existing ones. Insurance agencies that are still relying on traditional methods should involve digital marketing in their daily operations to meet the growing demand for online services. Modern commercial insurance marketing is a dynamic […]

Mortgage recruiting funnel is a strategic framework or methodology that takes mortgage talent through several stages of awareness, interest, consideration, and application to ultimately lead to a new hire. The process of recruiting a mortgage loan officer, underwriters, transaction coordinator, or processor takes different sources, such as online advertising, personal networking, social media attraction, and […]