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Complete Guide to Loan Officer Business Planning

At APM, we set aside time every year for strategic planning on how we’re going to succeed in the coming year, and we encourage all mortgage loan officers to do the same. The more intentional we are with what we want to accomplish, the more likely we are to achieve our goals. In a rapidly changing ...

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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 (and throughout the year) to plan and create a path for success. 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 in a rapidly changing ...

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The Importance of Loan Officer Business Planning

Let’s be honest: 2024 may have been a challenging year for many mortgage loan originators. But taking a moment to reflect on your business performance—celebrating the wins and learning from the hurdles—can set you up for even greater success in the year ahead. Of course, many factors are out of a ...

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How to Capitalize on the Loan Officer-Realtor Relationship

Cultivating strong loan officer and real estate agent relationships drives success for both parties. Realtors and loan officers share a common goal of closing more deals. These mutually beneficial partnerships can lead to a steady flow of referrals and long-term success. Here are 10 unique ...

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Facebook Marketing for Loan Officers

Facebook marketing is far from dead for loan officers, but the landscape has shifted. Facebook boasts over 3 billion monthly active users and remains a popular social media platform for many Americans. Despite its popularity, organic reach on the social platform has significantly decreased, making ...

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9 Ways to Stay Engaged with Past Clients After Loans are Sold

Customer retention in the mortgage industry is more important now than ever. With interest rates trending down again, the mortgage business is ready to pick up. As a loan officer, you want to ensure that your loyal customer base will return to you instead of their loan servicer. But once a client’s ...

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Competitive Loan Programs for Today’s Market

In today’s housing market, loan officers need access to different types of loan programs and financing solutions that are outside the box of conventional loans. As the economy, the workforce, and the mortgage and real estate markets shift, it’s important to be armed with the right products to grow ...

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Property-Specific Loan Programs and Financing Offered by APM

Not every buyer is in the market for a move-in-ready, single-family home. Just as each borrower has their own unique financial background, employment situation, and credit history, loan officers must also consider property types when matching customers with the mortgage loan that makes the most ...

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Increasing the Lifetime Value of a Mortgage Customer

Nothing is more rewarding than closing a loan for a client. You’ve worked hard, provided top-notch customer service, and now you’re done—right? If that’s how you’ve been doing things as a mortgage loan officer, then it’s time to take a step back and think about the potential lifetime value of a ...

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Database Marketing for Mortgage Client Retention

If you’re a mortgage loan officer and not nurturing your existing customers through database marketing, you’re missing out on the benefits of client retention. Using your current customer base to boost your bottom line is a surefire strategy for success. A client who has had an outstanding customer ...

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TOP POSTS

How to Market to Realtors as a Loan Officer
How to Market to Realtors as a Loan Officer
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Top 6 Loan Officer Strategies to Grow Your Customer Base
Top 6 Loan Officer Strategies to Grow Your Customer Base
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5 Ways to Stand Out as a Mortgage Loan Officer in 2024
5 Ways to Stand Out as a Mortgage Loan Officer in 2024
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Complete Guide to Loan Officer Business Planning
Complete Guide to Loan Officer Business Planning
Read Article
Goal-Setting Tips for Loan Officers—Develop a 90-Day Plan
Goal-Setting Tips for Loan Officers—Develop a 90-Day Plan
Read Article
The Importance of Loan Officer Business Planning
The Importance of Loan Officer Business Planning
Read Article