Key Takeaways Most articles on repricing and refinancing are written for the borrower deciding what to do with one loan. That’s not the problem an established broker actually has. Your problem is a database of several hundred, or several thousand, existing clients, and no realistic way to manually check every…

Key Takeaways Most brokerage owners think about growth in terms of leads, referral partners and settlements. Fewer think about it in terms of people — specifically, why a capable broker would choose to build their career inside your business rather than somewhere else, or on their own. That’s a mistake,…

Key Takeaways Most brokers don’t hit a growth ceiling because they run out of leads. They hit it because the habits that built their pipeline in the first place — answering every question personally, chasing every document themselves, being the only person a referral partner trusts — start working against…