We had our monthly sales meeting yesterday. Here are some of the bullet points:

Proud of the effort-we have a very hard/stressful job. The positive attitude/professionalism is noted and appreciated. While I always think there is room to work harder, I appreciate the positive attitude/professional approach. Great vloume of submissions as well.


Sales-make the right read. Not every borrower needs to be sold on the first phone call. Build relationships and take a step forward on every phone call.

“Shopper” is not a dirty word. This is our chance to rise above

Forward progress…loans that are in active status but not lcokedborrwer not committed…borrowers thinking about it…how do you step on the accelerator? How do you get borrower to move forward…dont lose sight of the fact that we are salesman. We are selling our expertise/credibility. We are great at what we do and the consumer is fortuatne to be working with us.


Back to the basics-referrals…seldom hear the guys asking if “anyone in their office would like to speak to a loan officer”- reaching out to old clients-contacting people who didn’t go with you but you took apps on. IT is important that management empathizes with the fact that that much more time now is spent on satisfying stips/searching product/learning new laws guidelines

We also unveiled an office wide spiff. Winning LO will recieve $750 cash. There will also be weekly winners. Winner is first to 60 points..poitns are basiclly broken down into originations and quality fo the submitted file you have originated.