6 Tips for Merrier Christmas & New Year

reverse mortgage news

6 ways to keep the holidays running smoothly

Have you finished your Christmas shopping? While most of our planning focuses on what gifts to buy here are some practical ways to get the most from this year’s holiday season.

1- Watch your calendar. With Christmas and New Years Day falling on Tuesday this year, you will need to move your most important actions and appointments on your calendar. Reschedule as needed before you leave the office today.

2- Set your email auto-responder. Create a short vacation reply for your holiday absences. It should include when you will be out of the office, who to contact in case of an emergency, and when those sending you a message can expect a reply.

3- Change your voicemail message. Just like your email set the expectation with those who may call your office during your holiday absence. Set a reminder on your calendar to revert back to your standard message when you return to the office.

4- Leave your work email alone. That’s right- don’t keep checking it repeatedly during your time with family and friends. Chances are most of your customers are taking time off from business matters as well. Any problems that may arise cannot be dealt with until your bank or lender opens anyway.

5- Remove the temptation. If you find yourself with an abundance of baked goods and holiday treats that you don’t want to tempt you- bring them to the office! They have a strange way of disappearing quickly in the break room. Problem solved!

6-Prepare your new year’s promotions. Each new year most find a sudden, albeit often temporary, sense of motivation to improve their lives. Seize upon this mindset to reach out to your potential borrowers on the opportunity to begin the new year with no monthly mortgage payments or increased monthly cash flow.

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So you’ve had a bad day?

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5 powerful thoughts you to get you back on track

If you’re not having a bad day good. But when that inevitable time comes here are some great quotes to help you push through and continue moving forward.

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reverse mortgage news

10 Ways to Manipulate Time

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Powerful time hacks you can start today

10 of the 20 time management tips we found on Forbes...

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Keep your routine

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Personal & Professional Tips for the Holiday Season

Keeping your routine during the holidays has its benefits...

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From the Front Lines: Melinda Hipp

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Melinda Hipp shares here experiences from the field

Welcome to our first periodic segment where we share what HECM professionals in the field are seeing when it comes to attracting and qualifying potential reverse mortgage borrowers...

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Real Life HECM Tales from the Field

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Seeking stories from reverse mortgage professionals

Your experiences in the field hold value in helping equip HECM professionals...

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Your Brand is YOU!

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Branding Yourself – Shaping Your Image

In meeting several of you at the NRMLA Annual Meeting, I realized one thing- each of you have a powerful and unique brand. Your best brand is you...

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5 Persuasive ‘Power Words’

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Words matter- Here are 5 you’ll want to start using

Words. Quite frankly I have long been fascinated with the power and nuances of our vocabulary. Here are 5 Power Words you can use when meeting with your prospective borrowers.

1- Because. One of the most powerful yet overlooked influential words in the English language. Because encourages compliance, asks for cooperation, and provides justification for what you’re asking for. “I would suggest we complete the application today because that will…
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5 Ways to attract potential borrowers

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Grassroots marketing still works. Here’s how

A little creativity goes a long way when it comes to attracting past prospects and senior homeowners in your area…

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You’d better tell them upfront

reverse mortgage news


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Don’t surprise applicants with the Collateral Risk Assessment

Despite her initial reluctance, one originator shared her success when she notified her applicant about the possibility of a second appraisal…

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