Loan Officer Tools

Building Professional Relationships: Loan Officer Referral Sources

Whether you work with real estate agents, other loan officers, financial planners, or builders, there are many valuable loan officer referral sources available to you. It’s important to treat these other professionals the way you’d like to be treated. Even though developing partnerships is a...

November 15, 2019 Loan Officer Marketing Strategies

Maintaining A Loan Officer Database

What do your CRM, LOS, PPE, loan officer database, and electronic loan application portal have in common? If you answered, "Data," then you've hit upon one of the most important building blocks for today's business. ...

November 13, 2019 Jungo Product

Managing Emails: Don’t Let Your Inbox Control Your Day

Imagine this: your email inbox is absolutely overflowing. You always feel behind on responding. Managing emails isn’t just a task on your to-do list, it feels like a mountain to conquer. ...

November 11, 2019 How-To Guides

Jungo CRM Loan Officer Tips for Finding Your Focus

Loan Officer Tips: Finding Your Focus

Top producing loan officers who spoke at Sales Mastery shared many loan officer tips regarding time management. Scheduling your day carefully will help you reach your goals, and will also free you up to pursue the parts of your life beyond work. ...

November 08, 2019 Lessons From Sales Mastery

A Loan Officer Business Plan for Self-Improvement

Making a loan officer business plan isn't all about the numbers: it's also about investing in yourself through goal setting. ...

November 06, 2019 Lessons From Sales Mastery

Multi-Channel Marketing for Loan Officers

During Sales Mastery 2019, the panel on multi-channel marketing for loan officers included many insightful concepts and creative ideas. ...

October 22, 2019 Lessons From Sales Mastery

How to Become a Loan Officer [A Step-By-Step Guide]

If you’re considering jumping into the mortgage business, then you’ve probably asked yourself, “How do I become a loan officer?” A step-by-step guide to walk you through the process is in order. ...

October 17, 2019 Loan Officer Tools

Jungo CRM Improve a Credit Score for Mortgage Borrowers

What You Know About Credit Scores That Your Buyers Don’t [And How to Educate Them]

You know that as a loan officer or real estate agent, your job is about a lot more than simply closing deals. When home buyers have any questions about the process, it’s part of your job to help guide them. Whether they’re brand new home...

October 11, 2019 How-To Guides

A Loan Officer’s Guide to Mortgages for First Time Homebuyers

Buying your first home isn’t just exciting, it’s also scary, overwhelming, and expensive. After all, purchasing a home is one of the biggest financial decisions that many people make in their lifetime. ...

October 08, 2019 Marketing Strategies for Loan Officers

Can You Run Your Mortgage Business From Excel?

Can you manage your contact database in Excel? The simple answer is yes! The longer answer is yes...

September 17, 2019 Loan Officer Tools

Loan Officer Tools

Request Demo

Request Demo