Author Archive
Facebook…….I get it….finally!
Friday, May 9th, 2008I’ll be honest about Facebook.
When I initially set up my profile several months ago I didn’t find it useful, interesting, or fun. I promoted it as another web site our Loan Officers needed to have in order to increase their ability to connect with someone.
I didn’t know as many people on Facebook as I […]
Popularity: 1% [?]
My first day on the Zillow Mortgage Marketplace
Thursday, April 3rd, 2008I don’t get the opportunity to originate many loans due to my other responsibilities, so was really excited to be able to play around on the Zillow Mortgage Marketplace. So excited that when I got on line around 5:00 am and saw the announcement, I felt like it was Christmas morning and I had […]
Popularity: 3% [?]
How we use technology to manage a large database of prospects and clients.
Wednesday, January 2nd, 2008In any given month we touch several thousand leads from a variety of sources. New leads are allocated in real time to our loan officers during their assigned shift based on a variety of factors including the states they are licensed in. To manage this volume, we use Marksman, a CRM tool developed by […]
Popularity: 4% [?]
Technology in The Mortgage Business
Friday, December 28th, 2007How is technology used to quote mortgage rates?
The Old Way
In the past loan officers received rate information by fax or email. These rates sheets would include base pricing on one sheet and another sheet would represent “adjustments”. These adjustments would include price adjustments for loan specifics like property state, credit score, loan to value ratio […]
Popularity: 4% [?]




